The Salesforce CPQ training experience is here. Salesforce Configure-Price-Quote (CPQ) is a deals instrument for organizations to rapidly and precisely create quotes for orders. This preparing will assist you with speeding up your way to being a Salesforce CPQ Specialist.
Is this Salesforce CPQ training for me?
This preparation course is for anyone with any interest in learning Salesforce CPQ. You want to meet the beneath per-essentials to make the most out of this series:
- Central Salesforce.com information (Admin skills)
- Fundamental useful information on Deals process
What is special about this CPQ training course?
The preparation course is legitimately separated into individual CPQ ideas with every point covering an engaged region inside CPQ. This design will assist you with exploring your way of learning in an orderly and time-productive way. You can likewise go straightforwardly to any singular fast reference on a particular theme.
To set up this course for you, we have taken the most recent data from Salesforce documentation, evaluated every one of the highlights in our organization, and introduced them in a design that would assist you with understanding the elements without any problem. We have additionally integrated and given inputs on accepted procedures given our CPQ execution experience.
This preparation series will enable you with hypothetical information, usefulness contributions, and settling genuine business needs with the force of Salesforce CPQ. For your underlying learning venture, we suggest you follow the course in the succession given.
Salesforce CPQ training modules
Lesson 1 – Salesforce CPQ Overview
- Lead-to-cash process
- Architecture background
Lesson 2 – Installation and Configuration of Package
- Installation Best practice
- Upgrade/Patch installation Best practice
- Package configuration
- Post installation- page layout and Button configurations
Lesson 3 – Sales Cloud
- Lead creation and conversion
- Account creation
- Contact creation
- Opportunity creation
Lesson 4 – Product Configuration
- Standalone products
- Products bundle settings
- Features for a bundle
- Product options for a bundles
- Option constraints for a bundle
- Configuration attributes for a bundle
Lesson 5 – Advance Product Configuration Setting
- Nested bundles
- Dynamic bundles
- Asset conversion method
- Option selection layout
- Code configuration pattern
- Optional products
- Syncing behaviour with opportunity
Lesson 6 – Product Rules
- Selection product rules and using lookup queries
- Validation product rule
- Alter product rule
- Filter product rule
Lesson 7 – Custom Actions
- Custom actions
Lesson 8 – Guided Selling
- Guided Selling
Lesson 9 – Pricing Waterfall
- Original price
- List price
- Option price
- Special price
- Regular price
- Customer price
- Partner price
- Distributor price
Lesson 10 – Discounting
- Discount schedule – Slab discount, Range discount, Different places to apply discount schedule, Override discount schedule.
- Option discount
- Additional quote line discount – Percent, Amount, Unit override, Total override.
- Additional quote discounts
- Group level discount
- Tier based discount
- Discount by package
- Partner Discount
- Distributor discount
- Contractual discount
Lesson 11 – Pricing Methods
- List
- Cost
- Percent of total
- Block
Lesson 11 – Usage based pricing
Lesson 13 – Multi-Dimensional Quote
Lesson 14 – Contract Pricing
Lesson 15 – Pricing Rules
- Price rule creation
- Look up object and how it is used using pricing rule
Lesson 16 – Quote Templates
- Quote template basics
- Advance quote templates
- Translation
- Additional document
- Template content
- Sections
- Translation
Lesson 17 – Contracts
- Contracts
Lesson 18 – Order Management
- Order management
Lesson 19 – Quoting Flow
- Quoting Flow
Lesson 20 – Contract Amendments
Lesson 21 – Renewals
- Contract based renewal
- Asset based renewal
- Renewal pricing method
- Merge contract during renewal
- Auto renewal
Lesson 22 – Add-on
- Add-on
Lesson 24 – Partial Cancellation
- Partial cancellation
Lesson 25 – Asset Amendment
- Asset amendment
Lesson 26 – Subscription based Order
Lesson 27 – Localization and Multi-Currency
- Localization and Multi-Currency
Lesson 28 – Approvals
- Package installation and setup
- Approval rule
- Smart approval
- Approval conditions
- Approver
Lesson 29 – Best Practices for project implementation
- Best Practices for project implementation
Lesson 30 – Performance Troubleshooting
- Performance Troubleshooting
Lesson 31 – CPQ Data Schema
- CPQ Data Schema
Lesson 32 – Migration Scenarios
- Migration Scenarios
Lesson 33 – API Class
- API Class
Lesson 34 – Customization Best Practices
- Customization Best Practices
Lesson 35 – Miscellaneous
What are the Objectives of Salesforce CPQ Online Training?
- Upon effective finishing of this preparation, the student will want to learn and:
- Understand the different jobs of Salesforce CPQ in the deals cycle
- Understand the component like limiting and multi-currency, renewal, and amendment processes
- Understand particular selling choice customs and trees
- Understand the block estimating, list evaluating, cost in addition to markup, and so forth.
What skills you will learn in this Salesforce CPQ training?
Upon fruitful consummation of this preparation, the understudies will:
- Handle the information about the layouts, installation, bundles, products, and their related features.
- Find out about making records, quote, and opportunity
- Understand different skills including item rules, choices, arrangement attributes, pricing rules, discounting, contracts, quote templates, and renewals.
Who should opt for this Salesforce CPQ Training Online?
The following professionals who get benefited with this training:
- Developers of designing
- Executives evaluating Salesforce
- Salesforce administrators
- Project managers
What are the prerequisites for Salesforce CPQ Course?
There are no particular essentials to learn Salesforce CPQ course. Anyone with any interest at all in working in the Salesforce CPQ space can join this instructional class.
Why Salesforce CPQ Training is in high demand?
- Salesforce CPQ has made an unrest by unequaled innovation improvements and advancements.
- It is verification that there is an immense requirement for Salesforce CPQ experts from one side of the planet to the other – as per an overview led by top work entrances.
- Affirmed Salesforce CPQ administrators acquire a typical compensation of USD 98,000 for each annum. Be that as it may, in view of their insight, skills, and experience, their compensation could build up to $150,000 as distributed in top magazines.
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