Mastering Salesforce Cpq: From Beginner To Expert

Learn to streamline your sales process with Salesforce CPQ and become a CPQ expert!

What you'll learn

Set up your Salesforce CPQ environment and configure your products and pricing

Create quotes, proposals, and orders with ease

Implement advanced CPQ concepts such as product options and bundles, product rules and constraints, and approval processes

Integrate Salesforce CPQ with Salesforce CRM and manage the quote-to-cash process

Use reporting and analytics to gain insights into your sales process and improve your sales strategies

Learn best practices for configuring and using Salesforce CPQ

Requirements

Basic knowledge of Salesforce Sales Cloud.

Familiarity with Salesforce terminology, including objects, fields, and records.

Description

"Mastering Salesforce CPQ: From Beginner to Expert" is a comprehensive course designed to help you become a Salesforce CPQ expert. Whether you're a sales professional looking to streamline your sales process or a Salesforce administrator looking to master Salesforce CPQ, this course is for you.The course starts with the basics of setting up your Salesforce CPQ environment, configuring your products and pricing, and creating custom price rules and discount schedules. You'll then learn how to create quotes, proposals, and orders with ease, and implement advanced CPQ concepts such as product options and bundles, product rules and constraints, and approval processes.Next, you'll learn how to integrate Salesforce CPQ with Salesforce CRM and manage the quote-to-cash process, ensuring a seamless transition from quote to order. You'll also learn how to use reporting and analytics to gain insights into your sales process and improve your sales strategies.Why this course?Become a Salesforce CPQ expert and streamline your sales process.Learn to set up your Salesforce CPQ environment and configure your products and pricing.Create quotes, proposals, and orders with ease and efficiency.Implement advanced CPQ concepts, such as product options and bundles, product rules and constraints, and approval processes.Integrate Salesforce CPQ with Salesforce CRM and manage the quote-to-cash process.Use reporting and analytics to gain insights into your sales process and improve your sales strategies.Learn best practices for configuring and using Salesforce CPQ.Access hands-on exercises and assignments to apply what you've learned.Complete a final project to demonstrate your mastery of Salesforce CPQ.Enjoy lifetime access to the course and updates.Throughout the course, you'll learn best practices for configuring and using Salesforce CPQ, ensuring that you're making the most of this powerful tool. You'll also have access to hands-on exercises and assignments to apply what you've learned, and a final project to demonstrate your mastery of Salesforce CPQ.With over XX hours of video content and XX downloadable resources, this course provides a comprehensive learning experience.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Walkthrough of Salesforce CPQ

Section 2: All about Product Types, Bundle, Quote, Contract, Subscription

Lecture 3 Role of various fields in CPQ

Lecture 4 Product Types, Bundle, Quote, Contract, Quote Line

Lecture 5 Subscription

Section 3: Product in CPQ

Lecture 6 Product Option

Lecture 7 Product Feature

Section 4: Attributes in CPQ

Lecture 8 Option Constraints, Attributes

Lecture 9 Global Attributes, Attributes Set, Product Rule (Intro)

Section 5: Product Rule

Lecture 10 Product Rule in Depth - PART 1

Lecture 11 Product Rule in Depth - PART 2

Section 6: MDQ Products, Usage Based Products

Lecture 12 MDQ Products, Usage Based Products

Lecture 13 Evergreen Product

Lecture 14 Product Pricing Method

Lecture 15 Pricing Method PART 2, Discounting Schedule

Lecture 16 Discount Schedule PART 2

Section 7: Price Rule

Lecture 17 Price Rule I

Lecture 18 Price Rule II

Lecture 19 Price Rule III

Section 8: CPQ Contracting Services

Lecture 20 CPQ Contracting Services

Lecture 21 CPQ Contracting Services II

Lecture 22 Contract management and renewals

Section 9: Quote Generation

Lecture 23 Creating quote templates and document generation

Lecture 24 Customizing quote line item fields and layouts

Lecture 25 Managing quote approval processes

Section 10: Best Practices and Optimization

Lecture 26 Tips for optimizing your CPQ implementation

Sales professionals who want to streamline their sales process and improve their productivity,Salesforce administrators who want to master Salesforce CPQ,Anyone who wants to become a Salesforce CPQ expert