Lesson 2: Pricing, Discounts, Quote Calculation, and Approvals
Lesson Overview
This lesson develops practical skills in pricing, discounts, quote calculation, and approvals for Salesforce CPQ Admin Essentials for Experienced Admins (CPQ211).
Topics Covered
List, block, contracted, percent-of-total, cost-plus, and partner pricing
Price rules, lookup queries, summary variables, formulas, and calculation sequence
Discount schedules, volume discounts, partner discounts, manual discounts, and controls
Quote lines, groups, subscriptions, proration, multidimensional quoting, and dates
Advanced approvals, approval conditions, records, chains, and delegated approval
Calculation diagnostics, rounding, performance, and test scenarios
Practical Activity
Configure or analyze a scenario involving list, block, contracted, percent-of-total, cost-plus, and partner pricing.
Build and validate an exercise covering price rules, lookup queries, summary variables, formulas, and calculation sequence and discount schedules, volume discounts, partner discounts, manual discounts, and controls.
Use tests, logs, reports, or documentation to verify calculation diagnostics, rounding, performance, and test scenarios.
Key Takeaways
Explain list, block, contracted, percent-of-total, cost-plus, and partner pricing in the context of Salesforce CPQ Admin Essentials for Experienced Admins (CPQ211).
Apply practical methods for price rules, lookup queries, summary variables, formulas, and calculation sequence and discount schedules, volume discounts, partner discounts, manual discounts, and controls.
Test, document, and troubleshoot calculation diagnostics, rounding, performance, and test scenarios.
