Course Overview
The Oracle CPQ Cloud Yellow Belt training helps you develop the basic skills and knowledge necessary to administer an Oracle CPQ Cloud site. Admins will learn how to configure the application to meet simple use cases, keeping both sales users and future administrators in mind.
Learn To:
- Manage system data, files and users with general administration tools.
- Construct a basic Configurator.
- Make functional changes to the Commerce process.
- Create a dynamic Document Engine output.
- Create an automated approval sequence.
- Create mobile Configuration and Commerce layouts.
Benefits to You
By participating in exercises and demos throughout the course, you'll get hands-on experience setting up an Oracle CPQ Cloud site for an example company that requires common uses of the application. At the end of the course, you will be able to build a basic Configurator, make functional changes to the Commerce process and feed dynamic transaction data into a new Document Engine output.
Structure of the Course
The course begins with an overview of the Oracle CPQ Cloud application, its process and other general administration topics. After establishing a base for administrating the system, the course covers three main areas of administration: Configuration, Commerce and the Document Engine. Best practices and design considerations are provided for each area of the application.
Who should attend
- Business analysts
- Implementation consultants
- Project managers
- System administrators
- Technical consultants
Prerequisites
Suggested Prerequisites:
- Microsoft Excel/OpenOffice Calc
Course Objectives
- Describe the Oracle CPQ Cloud process as it relates to both sales users and administrators
- Construct a basic Configurator while utilizing best practices
- Implement functional changes to the standard Commerce process
- Create a basic Document Engine output that utilizes dynamic data from transactions
- Link a Document Engine output to the Commerce layout, thus completing the basic Oracle CPQ Cloud process
- Create mobile Configuration and Commerce layouts that are optimized for a tablet experience
Course Content
- Course Introduction
- General Administration
- Configuration
- Commerce
- Document Engine
- Mobile
- Environments and Migration