Trailhead is such an amazing tool in our ecosystem to learn salesforce. With that, you can learn most of the ‘extras’ offered by salesforce.
One of these extras is CPQ or Configure Price Quote and is often accompanied by Salesforce Billing.
A quick note on Salesforce CPQ and Billing
Salesforce CPQ and billing deals with the complex process of compiling multiple products and services into a single deal.
So from an admin standpoint you are dealing with creating these products and product configurations. These are called bundles and have things like features or rules associated with them.
On top of this, you’ll deal with the billing systems. However, this is beyond the scope of the badge. So let’s hop into the walkthrough.
Here is the link to the trailhead badge
Sign Up for a trailhead playground with Salesforce CPQ and Create a Configurable Bundle with Options and Features
Create an Alert Product Rule
Create a Selection Product Rule
Create a Validation Product Rule using a Summary Variable
The full badge walkthrough
Conclusion
And that is the walkthrough of the Create a Home security Bundle with Product Rules! It is pretty indicative of what being a salesforce CPQ admin or CPQ architect is like.
Setting up complex product rules, bundles, features, and validation rules is the bread and butter of CPQ.
So if you found yourself enjoying this process then you might be destined for a role in CPQ!
Thanks for following along with this tutorial! I hope you found it useful!
Big congrats to you for making it through this tutorial!
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