Sent by Copilot:
Creating an advanced CPQ (Configure, Price, Quote) project involves several key components. Here’s a
structured outline to help you practice:
1. Product Configuration
Product Bundles: Create product bundles that include multiple related products. For example, a
laptop bundle might include the laptop, a mouse, and a carrying case.
Options and Features: Define options and features for each product. For instance, a laptop
might have options for different RAM sizes, storage capacities, and warranties.
2. Price Rules
Automate Price Calculations: Use price rules to automate price calculations based on various
conditions. For example, if a customer buys more than 10 units, apply a bulk discount1.
Dynamic Pricing: Adjust prices dynamically based on product attributes or customer segments.
3. Product Rules
Validation Rules: Ensure that the selected product options are valid. For example, if a customer
selects a high-end graphics card, ensure that the power supply is adequate.
Selection Rules: Automatically include or exclude products based on other selections. For
instance, if a customer selects a premium warranty, automatically include a service package.
4. Categories
Organize Products: Categorize products into logical groups to make it easier for users to find
what they need. For example, categorize electronics into laptops, tablets, and accessories.
5. Attribute-Based Pricing
Price Adjustments: Adjust prices based on product attributes. For example, increase the price of
a smartphone based on its storage capacity and color2.
Lookup Tables: Use lookup tables to manage complex pricing scenarios.
6. Quote Template
Custom Templates: Design custom quote templates that include all necessary details such as
product descriptions, prices, discounts, and terms.
Dynamic Fields: Use dynamic fields to automatically populate customer and product
information.
7. Amendments
Quote Amendments: Allow for amendments to quotes, such as adding or removing products,
changing quantities, or updating prices.
Version Control: Implement version control to track changes to quotes over time.
Salesforce Trailhead: Explore modules on CPQ, including product configuration, price rules, and
attribute-based pricing23.
Oracle CPQ: Learn about Oracle’s CPQ solutions and how they handle product configuration and
pricing4.
Would you like more detailed steps on any specific part of this project?
