Experlogix Training
Training Course Details
Explore training for Experlogix CPQ and Document Automation. Choose from product overviews, hands-on fundamentals, advanced workshops, integration training, and custom solution sessions designed for new and experienced teams.
Course Catalog
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Filter the catalog by product, then open any agenda for the complete curriculum. Prerequisites, audience, format, duration, and pricing are displayed directly on each course card.
Getting Started with Experlogix: An Overview
Whether you are a new Experlogix CPQ or Document Automation client, or new to a team using an existing solution, this two-hour product overview course is for you. Discover Experlogix products and their conceptual architecture, key product and document modeling terminology, and a demonstration of basic product configurator and document automation development.
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Meeting the needs of those attending, this course covers Experlogix CPQ and Document Automation.
Agenda
- Conceptual architectures
- CPQ and Document Automation modeling key terms
- Demonstration of CPQ and Document Automation development
Experlogix CPQ Fundamentals: The Building Blocks of Product Modeling
This remote, hands-on fundamentals course provides in-depth training for new CPQ product modelers and a focused refresher for more experienced users. The course covers Experlogix modules and guides attendees step by step through building an Experlogix CPQ solution.
Course attendance grants access to the Experlogix Learning Management System, including training reviews and the modeling exam.
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Architecture and First Configurator
- Experlogix architecture and demonstration
- Experlogix from the ground up
- Exercises: Building your first configurator
Option Selection and Product Flow
- Configuring key values: prices, formulas, and lists
- Exercises: pricing, discounts, series, models, and lists
Data, Rules, and Queries
- Configuring key values: tables, queries, and fields
- Product rules and configuration validation
- Exercises: data, rules, and queries
Dynamic Products and Integration
- Dynamic products, options, and category structures
- Experlogix integration mappings
- Exercises: runtime lists, categories, and category methodology
User Interface Design
- Debugging, diagnostics, and settings
- Exercises: display settings, images, and templates
Beyond the Basics: Advanced CPQ Modeling Techniques
Ever wonder, “With what we know now, how can we improve our CPQ?” This hands-on remote workshop is designed for people who have completed CPQ Fundamentals or have experience with CPQ Design Center and maintenance. It expands into advanced CPQ solution design, data design, and logic.
For existing and new clients, the course supports implementation of features and functions that improve product, service, and material selection; pricing; data queries; and solution architecture. A pre-course needs analysis allows relevant attendee use cases to be discussed and incorporated into exercises.
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Advanced Configuration Logic
- Option versus property configurations
- Nested configurations
- Advanced rules and rule flags
- Runtime versus rule flags
- Advanced queries
Architecture and Performance
- Advanced models and modeling
- Pricing structures
- Performance considerations
- Document Automation overview
- Modeler requests and questions
Beyond the Basics: Advanced CPQ User Experience and User Interface
When the time comes to improve the usability and user experience of an existing CPQ implementation, this hands-on remote workshop helps experienced modelers take the interface to the next level with advanced interface elements, logic, images, and templates.
The course is designed for people who have completed CPQ Fundamentals or have experience with CPQ Design Center and maintenance. A pre-course needs analysis allows relevant attendee use cases to be discussed and incorporated into exercises.
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Configuration Experience
- Question-based configuration structures
- Image possibilities: configuring and displaying images
- Enhancing views and selection with popups, pop-outs, and tabs
- Enhancing visual lists with colors and images
- Links and toolbars for navigation and functionality, including QAB, toolbars, and tooltips
Themes, Templates, and Visualization
- Popup picker configuration for categories and lists
- CPQ visual themes, including custom and V2 themes, CSS, and JavaScript
- Web template configuration: section and option templates, grids, and layout
- Dynamic visualizations and dynamic imaging possibilities
- Localization and translating CPQ into multiple languages
Getting Started with CPQ Host Integration and Integration Field Training
Whether Experlogix CPQ launches from a CRM, ERP, or both, we offer a Getting Started with CPQ Integration overview and customer-specific field training. After completing CPQ Fundamentals and learning how to build or maintain CPQ, host-integration field training teaches participants how to read and write data to and from their host solution, along with special features and functionality designed for that environment.
Throughout the project, Experlogix consultants bring practical experience and guide teams through CPQ integration techniques at the entity, line, and field levels for both sales and manufacturing CPQ solutions.
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The one-hour getting-started agenda varies depending on whether the environment uses Classic or Cloud Connect integration.
Getting Started Overview
- Overview of integration architecture
- Integration logic for reading and writing data
- Queried or inbound values and mapped field values
- Key business-process considerations
Customer-Specific Field Training
- Host primary entities and tables for CPQ
- Sales and BOM design for manufacturing
- Inbound and outbound standard or custom field mappings
- Host-specific integration use cases
Document Automation Overview
For new and existing Document Automation clients and partners, this demonstration course gives the full project team a detailed overview of document automation for CRM and ERP environments. It serves as the introduction to Document Automation Fundamentals and should be scheduled before that course.
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One-Session Agenda
- Architecture overview
- Connectors and user management
- Data sets, samples, templates, and Flow Builder
- Template Builder introduction
- Running a flow
- Custom data sets and schema data sets
- Compositions and conditional flows
- API overview
Document Automation Fundamentals Hands-On Training
For new and existing Document Automation clients, this hands-on course is designed for people who will build documents and flows. It covers fundamental and advanced document-automation techniques in a personal training environment. Document Automation Overview is the introduction to this course and should be scheduled first.
View two-day hands-on agenda
Hands-on training for participants building data sets, document templates, and flows.
Day 1
- Architecture overview
- Configure the Template Builder in Microsoft Word
- Data sets, samples, templates, and Flow Builder
- Mapping fields, formatting, styles, and conditions
Day 2
- Loops, groups, and formulas
- Result sets, pseudo fields, expressions, images, and barcodes
Experlogix CPQ and/or Document Automation Custom Solution Training
Once a client is live on an Experlogix solution and wants to learn and expand its capabilities, custom solution training helps achieve those goals. Scheduled around client needs, one-on-one work with the Experlogix professional services team supports both training and implementation of new functionality inside the client environment.
Whether the need involves CPQ BOM construction, system maintenance, new pricing structures, Document Automation templates, or a portal solution, custom training helps move the solution where it needs to go.
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Course Agenda: Custom
- Work directly with an individual client to update, implement, and maintain its current Experlogix CPQ and/or Document Automation solution
- Experlogix services and the client determine the solution-training scope and agenda together
Not sure which training course fits your team?
Tell us about your current Experlogix relationship, product, timeline, and training goals. Our team can help identify the right scheduled course, bundle, or custom training path.