Lesson 1: CPQ Architecture, Products, Price Books, Bundles, and Configuration
Lesson Overview
This lesson develops practical skills in cpq architecture, products, price books, bundles, and configuration for Salesforce CPQ Solution Administration (CPQ301).
Topics Covered
CPQ lifecycle, package objects, permissions, settings, and quote-to-cash architecture
Products, price books, product codes, families, active dates, and commercial data
Bundles, features, options, option constraints, configuration attributes, and guided selling
Product rules, selection, validation, alert, and filter rules
Configuration events, dynamic bundles, nested bundles, and user experience
Data preparation, migration, testing, and documentation
Practical Activity
Configure or analyze a scenario involving cpq lifecycle, package objects, permissions, settings, and quote-to-cash architecture.
Build and validate an exercise covering products, price books, product codes, families, active dates, and commercial data and bundles, features, options, option constraints, configuration attributes, and guided selling.
Use tests, logs, reports, or documentation to verify data preparation, migration, testing, and documentation.
Key Takeaways
Explain cpq lifecycle, package objects, permissions, settings, and quote-to-cash architecture in the context of Salesforce CPQ Solution Administration (CPQ301).
Apply practical methods for products, price books, product codes, families, active dates, and commercial data and bundles, features, options, option constraints, configuration attributes, and guided selling.
Test, document, and troubleshoot data preparation, migration, testing, and documentation.
