What you'll learn
In this course, you will learn how to use Salesforce CPQ to streamline their sales processes and reduce errors.
You will learn how to configure products, and set up discount schedules in Salesforce CPQ to create accurate quotes.
You will learn how to use Salesforce CPQ's guided selling feature to help their sales reps choose the right products for each customer.
You will learn how to create contracts and track renewals using Salesforce CPQ's contract management features.
You will learn CPQ deployment.
Requirements
Recommended that you have a basic understanding of Salesforce and its ecosystem.
Advisable to have some knowledge of sales and quoting processes.
Prior experience with other Salesforce products, such as Salesforce Sales Cloud or Salesforce Service Cloud, can also be beneficial.
Description
In this course, you will dive deep into the world of Salesforce CPQ, learning how to configure products and bundles, create pricing rules and discounts, renewals and amendments and automate the entire quoting process. You will also gain hands-on experience with the platform, working through real-world scenarios and building your own CPQ solutions. Along with CPQ implementations, this course also covers CPQ deployment which is tedious because metadata and records go together.I will guide you through the entire process, providing step-by-step instructions and best practices to ensure you not only understand the tool but are able to use it to its full potential.By the end of this course, you'll have the skills and knowledge you need to streamline your sales process, close more deals, and maximize your revenue. Whether you're new to Salesforce or an experienced user looking to up your CPQ game, this course is the perfect place to start. Enroll today and start mastering Salesforce CPQ!Whether you're a sales professional, a Salesforce administrator, or a developer, this course will equip you with the skills and knowledge needed to become a Salesforce CPQ expert. Join us today and take the first step toward revolutionizing your sales processes!Apart from mastering the CPQ product, this course will also help you to clear the Salesforce CPQ Specialist certification exam.
Overview
Section 1: Introduction
Lecture 1 Get Salesforce CPQ Developer Edition Org
Section 2: Bundle Product Configuration
Lecture 2 Configure Bundle Products
Lecture 3 Dynamic Bundles
Lecture 4 Add Features On Bundle Product
Lecture 5 Features User Experience
Section 3: Guided Selling
Lecture 6 Guided Selling
Section 4: Custom Actions
Lecture 7 Custom Actions
Section 5: Pricing
Lecture 8 Pricing Tool Overview
Lecture 9 Price Waterfall Overview
Lecture 10 Block Pricing
Lecture 11 Percent Of Total Pricing
Lecture 12 Option Price Override
Lecture 13 Cost Plus Markup Pricing
Lecture 14 Contracted Pricing
Section 6: Product And Pricing Rules
Lecture 15 Product Rules - Validation And Selection
Lecture 16 Product Rules - Filter And Alert
Lecture 17 Price Rules
Section 7: Discounting
Lecture 18 Option Discount
Lecture 19 Volume Based Discount
Lecture 20 Additional Discount
Lecture 21 Channel Discount
Section 8: Subscription, Quote, Proposal
Lecture 22 Subscription And Multidimensional Quoting
Lecture 23 Proposal Document Design
Section 9: Order And Contract
Lecture 24 Order Generation
Lecture 25 Contract Generation
Section 10: Renewals And Amendments
Lecture 26 Renewal Opportunity Creation
Lecture 27 Create Quote For A Renewal Contract
Lecture 28 Amend Contract
Lecture 29 Amend Contract To Replace Product
Lecture 30 Amend Contract Through An Opportunity
Lecture 31 Amendment Start Date Filter For Subscription Products
Lecture 32 Significance Of Amendment End Date
Lecture 33 Amending Multidimensional Quote
Section 11: Attributes
Lecture 34 Configuration Attributes
Lecture 35 Global Attributes
Section 12: Lookup Queries And Summary Variables
Lecture 36 Lookup Queries
Lecture 37 Summary Variables
Section 13: CPQ Deployment
Lecture 38 CPQ Deployment
Sales Professionals,Business Analysts,Sales Operations Managers,Salesforce Administrators,Salesforce Developers,Salesforce Consultants,Salesforce CPQ Specialists,Anyone interested in Salesforce CPQ


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