Course Overview
The Oracle CPQ Cloud Administration 2017 R1 Ed 1 course is designed to equip learners with the knowledge and skills necessary to effectively administer and configure Oracle’s CPQ (Configure, Price, Quote) Cloud solution. By completing this course, learners will gain the ability to optimize the Oracle CPQ Cloud system, enhancing sales efficiency and accuracy, which is crucial for businesses to stay competitive in their respective markets.
Course Prerequisites
To ensure a thorough understanding and a successful learning experience in the Oracle CPQ Cloud Administration 2017 R1 Ed 1 course, the following prerequisites are recommended:
- Basic understanding of CPQ (Configure, Price, Quote) concepts and processes
- Familiarity with CRM (Customer Relationship Management) systems, particularly in the context of sales processes
- Knowledge of business practices related to sales operations and product configuration
- Some experience with or exposure to enterprise software systems and their administration
- Ability to navigate and use web-based applications effectively
- General understanding of data management and database concepts
- Comfort with using spreadsheets for data analysis and manipulation
These prerequisites are intended to provide a foundation that will help you grasp the course material more effectively. No advanced technical skills are required, and a willingness to learn and engage with the course content is highly valued.
Learning Objectives – What you will Learn in this Oracle CPQ Cloud Administration 2017 R1 Ed 1?
Introduction to Learning Outcomes:
Gain mastery over Oracle CPQ Cloud with our administration course, focusing on system configuration, commerce processes, and document design to optimize business quoting.
Learning Objectives and Outcomes:
- Understand the fundamentals of Oracle CPQ Cloud and its role in streamlining the quote-to-cash process.
- Effectively manage files within the CPQ Cloud environment using the File Manager tool.
- Administer user roles and permissions to ensure secure and efficient system access.
- Conduct a thorough requirements analysis to tailor the CPQ solution to business needs.
- Manage product data through the Part/Item Master and perform bulk data operations.
- Utilize Data Tables to structure and import data for use within the CPQ system.
- Differentiate between development, test, and production environments, and manage them accordingly.
- Create and manage the product hierarchy and configurable attributes to reflect the product catalog accurately.
- Develop configuration flows and utilize the Layout Editor to enhance the user experience.
- Devise and implement configuration rules, settings, and commerce workflows to automate quoting processes.
- Design and customize documents using the Document Designer, ensuring professional and accurate quote presentations.
Target Audiance
- System Administrators
- CPQ Developers
- Technical Consultants
- Implementation Specialists
- IT Project Managers
- Sales Operations Analysts
- Business Analysts with a focus on CPQ solutions
- CRM Managers
- Configuration Engineers
- Product Managers overseeing CPQ tools
- Solution Architects designing CPQ strategies
Schedule Dates
Oracle CPQ Cloud Administration 2017 R1 Ed 1
Oracle CPQ Cloud Administration 2017 R1 Ed 1
Oracle CPQ Cloud Administration 2017 R1 Ed 1
Oracle CPQ Cloud Administration 2017 R1 Ed 1
Course Content
- Introduction to Oracle CPQ Cloud
- File Manager
- User Management
- Requirements Analysis
- Part/Item Master and Bulk Data Upload/Download
- Data Tables
- Development, Test, and Production Environments
- Introduction to Configuration
- Product Hierarchy
- Configurable Attributes and Arrays
- Configuration Flows and the Layout Editor
- Configuration Rules and Settings
- Introduction to Commerce and Administration Navigation
- Commerce Attributes
- Commerce Layout Editor
- Commerce Actions and Formula Management
- Approval Sequences and Email Templates
- Commerce Rules
- Steps, Participant Profiles, and Transition Rules
- Introduction to the Document Designer
- Creating Document Designer Templates
- The Document Designer Editor
- Layouts Elements
- Conditions and Loops
FAQs
The objective of this course is to provide participants with the skills and knowledge necessary to effectively administer the Oracle Configure, Price, and Quote (CPQ) Cloud solution. It covers the essential tasks for setting up and managing the CPQ Cloud environment.
This course is designed for system administrators, implementation consultants, and IT professionals responsible for managing and configuring the Oracle CPQ Cloud environment.
Participants should have a basic understanding of Oracle CPQ Cloud functionality and some experience with enterprise software administration. Familiarity with cloud computing concepts and web-based applications is also recommended.
Participants will learn how to set up and manage product configurations, including defining product attributes, creating configuration rules, and setting up pricing models to ensure accurate and efficient product configurations.
The course covers configuring security settings, including setting up user authentication, managing access controls, defining data security policies, and ensuring compliance with security standards.
The course addresses common challenges such as managing user access, configuring complex product rules, integrating with other systems, and ensuring data security. It provides solutions and best practices to overcome these challenges.