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- Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
- Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
- Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
- Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects.
- Demonstrate knowledge about the CPQ object data model as it relates to data migration.
- Set up CPQ for localization and multi-currency for international customers and users.
- Given a scenario, determine the necessary CPQ package-level settings.
- Determine how the CPQ managed package fits within a Salesforce org.
- Given a scenario, set up a bundle structure to meet business requirements.
- Given a scenario, set up Product Rules to meet business requirements.
- Given a scenario, identify the appropriate pricing strategy (Discount Schedules, block pricing, Contracted Prices, subscription pricing, percent-of-total).
- Given a scenario, determine expected pricing outcomes.
- Given a scenario, set up a Quote Template to meet business requirements.
- Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
- Demonstrate understanding of the data required to generate Orders and Contracts.
- Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
- Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.
- Demonstrate how to set up Products, Price Books, and Price Book Entries.
- Demonstrate how product catalog setup impacts overall CPQ data flow.
- Select and set up native or Advanced Approvals to meet business requirements.
