Salesforce CPQ之后续慢慢看系列

salesforce核心两朵云，sales & service. 针对sales的quote / quote line item的报价功能，还是相对薄弱。针对sales，报价的准确性影响着成单以及影响着公司的利润，所以针对产品配置比较多的公司，好的报价系统是极其关键的。之前的项目用过 Apttus CPQ，salesforce前几年也推出了自己的CPQ tool。 整体的业务知识很好玩，还没开始学习，先整理一波，以便后续有时间以后可以系统学习一下。

PPT概览资源
exercise guide: https://sfdc.co/SFCPQExerciseGuide
the slide deck: https://sfdc.co/SFCPQSlideDeck
exam guide: https://sfdc.co/SFCPQExamGuide

注册包含Salesforce CPQ managed package的环境，可用90天： https://developer.salesforce.com/promotions/orgs/cpqtrails

CPQ help官方文档： https://help.salesforce.com/s/articleView?id=sf.cpq_master.htm&type=5

CPQ trailmix：https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-cpq-specialist-credential

CPQ学习视频资源：
CPQ overview: https://share.vidyard.com/watch/fnjmfB3T4iCXNASF1CosU6?&assignmentId=a5c3m000001HdjZAAS
Create CPQ Quote Video: https://share.vidyard.com/watch/nzjgjzdm9agnE4mM2nhTxU?&assignmentId=a5c3m000001HdjHAAS
CPQ Product Fields: https://share.vidyard.com/watch/UhLc7UJDicmEXmshPaiYuB?&assignmentId=a5c3m000001HdjWAAS
Sub/ unsubscription product video: https://share.vidyard.com/watch/YnYk2F4zcZkciudS5urbdL?&assignmentId=a5c3m000001HdjYAAS
Subscription Pricing: https://share.vidyard.com/watch/T5oTpc7Wc8hFQnWamYj4e7?&assignmentId=a5c3m000001HdjXAAS
Quote Line Editor: https://share.vidyard.com/watch/N1j2gn8eW2cWNzheyZw9aC?&assignmentId=a5c3m000001HdjOAAS
Product Selection Page: https://share.vidyard.com/watch/9DPpdf5eoHunKMwVJHhTtS?&assignmentId=a5c3m000001HdjPAAS
Custom Action: https://share.vidyard.com/watch/n84dcv5pUyGu3davCDNkC8?&assignmentId=a5c3m000001HdjQAAS
Product Bundle: https://share.vidyard.com/watch/3XC5G4qShXH2ABfipZSXDQ?&assignmentId=a5c3m000001HdjLAAS
Feature: https://share.vidyard.com/watch/Ni2dLxtTTVcmcdG9sygHJH?&assignmentId=a5c3m000001HdjMAAS
Configuration Type & Event: https://share.vidyard.com/watch/D6mY84gJEXsYaLTncxWuvL?&assignmentId=a5c3m000001HdjNAAS
Configured Code Pattern: https://share.vidyard.com/watch/RvCuvhqJ5TgQ3j3hBQdUhm?&assignmentId=a5c3m000001HdjRAAS
Option Constraints: https://share.vidyard.com/watch/spQGjBCr1Ej8VMDPY8YHgD?&assignmentId=a5c3m000001HdkOAAS
Product Rule: https://share.vidyard.com/watch/Z584wqRpsaXZmeWsxDaTRm?&assignmentId=a5c3m000001HdkRAAS
Validation Product Rule with Summary Variable: https://share.vidyard.com/watch/vkc6fYzBqbpiq9q2kUC9tR?&assignmentId=a5c3m000001HdkXAAS
Automapping or Twin Fields: https://share.vidyard.com/watch/Dpv9JNytV6MJ82MGvneg2e?&assignmentId=a5c3m000001HdkPAAS
Configuration Attributes: https://share.vidyard.com/watch/qc93nXUzcdbJC1Vx21h2tn?&assignmentId=a5c3m000001HdkQAAS
Selection Product Rule: https://share.vidyard.com/watch/J9kZKk3rL5bDj7LGz2pSn1?&assignmentId=a5c3m000001HdkSAAS
Price Waterfall: https://share.vidyard.com/watch/B24ok5F7ww3RogyA6V6bgJ?&assignmentId=a5c3m000001HdjeAAC
Pricing Methods for Salesforce CPQ: https://trailhead.salesforce.com/content/learn/modules/pricing-methods-for-salesforce-cpq
Subscription Prorate Precision: https://share.vidyard.com/watch/DWp2bwJ7Byuw2DTZ8whyZM?&assignmentId=a5c3m000001HdjnAAC
Discount Schedules: https://share.vidyard.com/watch/K72AfXqs3iTNzu8DiGKcvt?&assignmentId=a5c3m000001HdjiAAC
Discount Schedules Part-2: https://share.vidyard.com/watch/SLzFj1aN7pcuNqGUhYWY8R?&assignmentId=a5c3m000001HdjjAAC
Price Rules : https://share.vidyard.com/watch/ZnqLWRWYa5Jn2UMk8Gzbhr?&assignmentId=a5c3m000001HdjfAAC
Price Rule Examples: https://share.vidyard.com/watch/iJqY5GVzWndypqoLps9Zsc?&assignmentId=a5c3m000001HdjgAAC
Price Rules with LookUp Queries: https://share.vidyard.com/watch/xrc7NXP2yB51Tg79Psu2Ri?&assignmentId=a5c3m000001HdjhAAC
Orders, Contracts, Renewals and Amendments : https://share.vidyard.com/watch/aLbT9zffPXCg8oeGETJBCw?&assignmentId=a5c3m000001HdjuAAC
Renewal and Amendment Fields : https://share.vidyard.com/watch/3MGzU5c1pxsRy2AyUYWKUG?&assignmentId=a5c3m000001HdjxAAC
Quote Template: https://share.vidyard.com/watch/xhuxp62pQyKWhvgarp3Tcw?&assignmentId=a5c3m000001Hdk2AAC
Add Company Logo, Watermark and Additional Documents: https://share.vidyard.com/watch/H8JnCcE7ZwpU8p2x9X4S88?&assignmentId=a5c3m000001Hdk4AAC
Template Sections and Template Content: https://share.vidyard.com/watch/UwnW31PbYTtxsq3Yw3Bvsk?&assignmentId=a5c3m000001Hdk3AAC
Line Columns: https://share.vidyard.com/watch/3zvMzkse99hJ5U7akXRr7B?&assignmentId=a5c3m000001Hdk5AAC
Group Subscription Lines: https://share.vidyard.com/watch/Ab3EFyadfmaLNjwFaCJZe2?&assignmentId=a5c3m000001Hdk6AAC
Quote Terms : https://share.vidyard.com/watch/eqTS3MUf3n668GZJncz7Sn?&assignmentId=a5c3m000001Hdk7AAC
Localization: https://share.vidyard.com/watch/sH5mazGh44e7MvGwsGkJDX?&assignmentId=a5c3m000001HdkBAAS
Introduction to Advanced Approvals: https://share.vidyard.com/watch/Sugb1MFrTyDUPziZ3Kt9Ug?&assignmentId=a5c3m000001Hdk8AAC
Basic Approval Configuration: https://share.vidyard.com/watch/BGMZ1wKQKRAD6HqGqCHyhi?&assignmentId=a5c3m000001Hdk9AAC
Dynamic Approvals: https://share.vidyard.com/watch/RtFQ43C1hw2uYhdiwF4jPW?&assignmentId=a5c3m000001HdkAAAS