Lesson 2: Pricing, Discounts, Quote Calculation, and Approvals

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

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.

Explain list, block, contracted, percent-of-total, cost-plus, and partner pricing in the context of Salesforce CPQ Solution Administration (CPQ301).
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.

Lesson Overview