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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-certified-cpq-specialist-practice-test-qa/
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课程名称：Salesforce认证CPQ专家实践测试QA 课程概述：您是否准备好为Salesforce认证CPQ专家考试做准备？本课程旨在帮助具备Salesforce CPQ解决方案实施经验的个人。该认证面向Salesforce的客户、合作伙伴和员工，意在展示他们在Salesforce CPQ平台上设计、构建和实施报价流程的技能和知识。Salesforce认证CPQ专家通常具有约一年的CPQ专家角色经验，并能够使用CPQ术语，处理和解决基本的平台问题。 本课程内容涵盖的知识和技能包括： - 配置产品包（功能、选项、选项约束、配置属性）及产品规则； - 使用查找对象和公式字段配置价格规则，理解报价计算顺序和报价行定价字段； - 针对不同场景识别适当的定价方法（折扣时间表、区块价格、合同价格、订阅定价、总百分比定价）； - 配置动态报价模板，生成续约和修订报价； - 排查和解决基本的价格规则、产品规则、定价问题及数据流； - 设置产品、定价表和定价表条目； - 配置用户权限、记录类型、页面布局和字段集； - 熟悉本地和高级审批流程； - 理解CPQ对象数据模型及其关系和数据迁移； - 配置搜索过滤器和自定义操作以选择和配置产品； - 利用复合摘要变量。 考试大纲涵盖的主要内容包括： - CPQ平台 - 产品包配置 - 定价策略 - 报价模板 - 产品选择 - 订单、合同、修订和续约 - 产品审批 这个课程非常适合希望进一步提升Salesforce CPQ专业技能的学习者。
Are you ready to prepare for the Salesforce Certified CPQ Specialist exam ?The Salesforce Certified CPQ Specialist program is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform.A Salesforce Certified CPQ Specialist has experience with the Salesforce CPQ platform and CPQ terminology, and can troubleshoot and solve basic platform issues.The Salesforce Certified CPQ Specialist generally has 1 year of experience in a CPQ Specialist role. The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution, and has the skills and knowledge of the following concepts:Configure bundles (Features, Options, Option Constraints, Configuration Attributes) and Product Rules.Configure Price Rules using lookup objects and formula fields, and understand quote calculation sequence and Quote Line pricing fields.Given a scenario, identify the appropriate pricing method (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).Configure a dynamic Quote Template using Quote Terms, Line Columns, Template Sections, and Template Content.Generate renewal and amendment Quotes.Troubleshoot and solve basic Price Rules, Product Rules, pricing issues, and data flow.Utilize the ordering and contracting processes.Set up Products, Price Books, and Price Book Entries.Configure user permissions, record types, page layouts, and field sets.Familiarity with native and Advanced Approvals.Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization).Knowledgeable about CPQ package level settings and managed package considerations.Configure Search Filters and Custom Actions for product selection and configuration.Utilize Composite Summary Variable.Exam OutlineCPQ PlatformBundle ConfigurationsPricingQuote TemplatesProduct SelectionOrders, Contracts, Amendments, and RenewalsProductsApprovals
