Lesson 4: Administration, Security, Automation, Reporting, Deployment, and Support
Lesson Overview
This lesson develops practical skills in administration, security, automation, reporting, deployment, and support for Salesforce CPQ Solution Administration (CPQ301).
Topics Covered
Users, permission sets, field security, sharing, and sensitive commercial data
Flows, validation, integrations, document generation, e-signature, billing, and ERP connections
Reports, dashboards, quote metrics, discount leakage, renewals, and operational KPIs
Sandboxes, configuration data, deployment, package upgrades, regression tests, and rollback
Calculation, configuration, pricing, approval, amendment, and renewal troubleshooting
CPQ governance, release checklist, support model, and certification review
Practical Activity
Configure or analyze a scenario involving users, permission sets, field security, sharing, and sensitive commercial data.
Build and validate an exercise covering flows, validation, integrations, document generation, e-signature, billing, and erp connections and reports, dashboards, quote metrics, discount leakage, renewals, and operational kpis.
Use tests, logs, reports, or documentation to verify cpq governance, release checklist, support model, and certification review.
Key Takeaways
Explain users, permission sets, field security, sharing, and sensitive commercial data in the context of Salesforce CPQ Solution Administration (CPQ301).
Apply practical methods for flows, validation, integrations, document generation, e-signature, billing, and erp connections and reports, dashboards, quote metrics, discount leakage, renewals, and operational kpis.
Test, document, and troubleshoot cpq governance, release checklist, support model, and certification review.
