CPQ with Brian Miller and Kahoot for a Certification Voucher!

Sep 16, 2020, 3:30 – 5:00 PM

Configure...Price...Quote The demo will be CPQ Process Automation and Features, and how things are done a differently in CPQ vs SFDC. There are lots of demos on how to do things in CPQ, but nothing done at a high level to show a SFDC Admin the differences between CPQ and SFDC. Stick around for a fun game of Kahoot with the chance to win a certification voucher.

About this event

-Guided Selling/Quote Process

-Option Constraint

-Configuration Attribute with *Product Rule type Selection - Twice

*Product Rule type Validation (Done via criteria, not with a formula)

*Product Rule type Alert (Similar to a Validation Rule, but done as a JavaScript prompt)

*Custom Action Button and Separation (Done in the App, not via the Object Manager)

*Product Rule type Dynamic

*Price Rule applying, then removing a discount (Price Rules replace Process Builder on certain objects in CPQ)

-Term Discount Schedule

-CPQ Special Fields and Field Set modification and creation (common in CPQ)

-CPQ Block Pricing

*Price Rule field population with a Summary Variable (Price Rules also replace Roll-Up Summary on certain objects)

-CPQ Order creation. It's a checkbox after the Quote is Accepted

*CPQ Twin Fields. (These can also replace Process Builder one-way directional between certain objects)

Speaker

  • Brian Miller

When

When

Wednesday, September 16, 2020
3:30 PM – 5:00 PM UTC

Agenda

Welcome
CPQ with Brian
Kahoot it Up

Group Leaders

  • Michelle Arndt

    Liberty Mutual

    Leader

  • Chelsea Courtney

    Olo

    Community Group Leader

  • Jake Robbins

    Stoops Freightliner/Truck Country

    Community Group Leader

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