TypeClassroom Training
Oracle CPQ Cloud Yellow Belt Rel 2016 R1 Ed 1

Oracle CPQ Cloud Yellow Belt Rel 2016 R1 Ed 1 Training Course & Certification


Audience & Prerequisites

Course Outline

Schedule & Fees


Oracle CPQ Cloud Yellow Belt Rel 2016 R1 Ed 1 Training Course

The Oracle CPQ Cloud Yellow Belt course provides learners with 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. Exercises and demos throughout the course give learners hands-on experience in the setup of an Oracle CPQ Cloud site for an example company that requires common uses of the application.

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 Designer. Best practices and design considerations are provided for each area of the application. At the end of the course, students will be able to build a basic Configuration, make functional changes to the Commerce process, and feed dynamic transaction data into a new Document Designer output.

Objectives of Oracle CPQ Cloud Yellow Belt Rel 2016 R1 Ed 1 Training

  • Construct a basic Configurator while utilizing best practices
  • Implement functional changes to the standard Commerce process
  • Create a basic Document Designer output that utilizes dynamic data from transactions
  • Link a Document Designer 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
  • Describe the Oracle CPQ Cloud process as it relates to both sales users and administrators

Intended Audience of Oracle CPQ Cloud Yellow Belt Rel 2016 R1 Ed 1 Course

  • System Administrator
  • Project Manager
  • Implementation Consultant
  • Configuration Consultant
  • Configuration Implementer

Prerequisites for Oracle CPQ Cloud Yellow Belt Rel 2016 R1 Ed 1 Certification

  • Microsoft Excel/OpenOffice Calc

Course Outline                                                  Duration: 4 Days

Course Introduction

  • Oracle CPQ Cloud Process Overview
  • User-Side Overview

General Administration

  • Administrator Overview
  • Frequently Used Administration Tools (File Manager, User Maintenance, and Bulk Data Download)
  • Part/Item Master and Bulk Data Upload
  • Data Tables


  • Introduction to Configuration
  • Product Hierarchy
  • Configurable Attributes and Arrays
  • Configuration Flows and the Layout Editor
  • Configuration Rules
  • Part-Attribute Associations
  • Configuration Settings


  • Introduction to Commerce and Admin Navigation
  • Commerce Attributes
  • Commerce Layout Editor
  • Commerce Actions and Formula Management
  • Approval Sequences and Email Templates
  • Commerce Rules
  • Steps, Participant Profiles and Transition Rules

Document Designer

  • Introduction to the Document Designer
  • Creating a New Document Designer and Previewing the Output
  • Document Designer Editor
  • Layouts
  • Elements
  • Conditions and Loops


  • Introduction to Mobile
  • Mobile Configuration
  • Mobile Commerce

Environments and Migration

  • Development, Test, and Production Environments
  • Migration Center

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