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Mastering Salesforce CPQ; A Step-by-Step Guide to Implementation and Configuration

Mastering Salesforce CPQ; A Step-by-Step Guide to Implementation and Configuration

$199.00
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Course access is prepared after purchase and delivered via email
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Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Mastering Salesforce CPQ: A Step-by-Step Guide to Implementation and Configuration



Course Overview

This comprehensive course is designed to equip you with the knowledge and skills needed to master Salesforce CPQ (Configure, Price, Quote). With a focus on practical, real-world applications, you'll learn how to implement and configure Salesforce CPQ to streamline your sales processes, improve accuracy, and increase revenue.



Course Features

  • Interactive and Engaging: Learn through interactive lessons, quizzes, and hands-on projects.
  • Comprehensive and Personalized: Get a tailored learning experience with our expert instructors and up-to-date content.
  • Practical and Real-world Applications: Apply your knowledge to real-world scenarios and projects.
  • High-quality Content: Access high-quality video lessons, text materials, and downloadable resources.
  • Expert Instructors: Learn from experienced Salesforce CPQ professionals and industry experts.
  • Certification: Receive a certificate upon completion, issued by The Art of Service.
  • Flexible Learning: Access the course on-demand, at your own pace, and on any device.
  • User-friendly and Mobile-accessible: Learn on-the-go with our mobile-friendly platform.
  • Community-driven: Join a community of learners and professionals to network and share knowledge.
  • Actionable Insights: Get actionable insights and tips from industry experts.
  • Hands-on Projects: Apply your knowledge to real-world projects and scenarios.
  • Bite-sized Lessons: Learn in bite-sized chunks, with lessons designed to fit your busy schedule.
  • Lifetime Access: Get lifetime access to the course materials and updates.
  • Gamification and Progress Tracking: Track your progress and stay motivated with our gamification features.


Course Outline

Module 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ
  • Benefits of using Salesforce CPQ
  • Key features and functionality
  • Implementation and configuration best practices

Module 2: Setting up Salesforce CPQ

  • Installing and configuring Salesforce CPQ
  • Setting up product catalogs and pricing
  • Configuring quote templates and layouts
  • Integrating with other Salesforce features

Module 3: Product Configuration and Pricing

  • Configuring product options and attributes
  • Setting up pricing rules and discounts
  • Managing product bundles and kits
  • Using price books and price lists

Module 4: Quote Management and Approval

  • Creating and managing quotes
  • Configuring quote approval processes
  • Using quote templates and layouts
  • Managing quote versions and revisions

Module 5: Order Management and Fulfillment

  • Creating and managing orders
  • Configuring order approval processes
  • Using order templates and layouts
  • Managing order fulfillment and shipping

Module 6: Reporting and Analytics

  • Using Salesforce reports and dashboards
  • Configuring custom reports and dashboards
  • Analyzing sales performance and trends
  • Using data to inform sales strategies

Module 7: Advanced Features and Best Practices

  • Using advanced features such as workflow and approval processes
  • Configuring custom fields and objects
  • Best practices for data management and security
  • Using Salesforce CPQ with other Salesforce features

Module 8: Implementation and Configuration Case Studies

  • Real-world examples of Salesforce CPQ implementation and configuration
  • Best practices for implementation and configuration
  • Common challenges and solutions
  • Lessons learned and takeaways

Module 9: Final Project and Assessment

  • Hands-on project to apply knowledge and skills
  • Final assessment and evaluation
  • Feedback and coaching
  • Course completion and certification


Certification

Upon completion of the course, you'll receive a certificate issued by The Art of Service, demonstrating your expertise in Salesforce CPQ implementation and configuration.

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