- Introduction to Salesforce CPQ
- Common Quoting Challenges
- Why CPQ?
- What is CPQ?
- Salesforce CPQ Process flow
- Salesforce C-P-Q
- Begin Your Salesforce CPQ Journey
- Using the Quote line Editor
- Adding Columns to the Line Editor
- Quote Line Editor Drawer
- Default
- Buttons
- Groups
- Guidelines for Cloning Quote Line
- Adjust Column Width Summer 20
- Search Filters
- Custom Actions
- Products – AN Overview
- Subscriptions & Perpetual Products
- Configuring Products
- List Price
- Cost Price
- Block Price
- Percent of Total Price
- What is Bundle?
- What are Product Options
- Option Constrains
- Use Cases to Demonstrate
- Dependency
- Exclusions
- Option Constrain Group
- Twin Fields
- Overview of Document Generation
- Template Content
- Types of Content
- HTML
- Line Items
- Quote Teams
- Additional Documents