What does the Salesforce CPQ course cover?
Salesforce CPQ is covered here in 9 modules: Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Key features and functionality, Setting up Salesforce CPQ: Setting up product catalogs and pricing, Product Configuration and Pricing: Managing product bundles and kits and 6 more. The outline lists 36 specific topics, opening with Overview of Salesforce CPQ and closing with course completion and certification.
How do you approach Salesforce CPQ step by step?
The work is sequenced in 9 stages. It starts with Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Key features and functionality, moves through Setting up Salesforce CPQ: Setting up product catalogs and pricing and Product Configuration and Pricing: Managing product bundles and kits, and ends at Final Project and Assessment: Feedback and coaching, Final assessment and evaluation.
What is in Module 1 of the Salesforce CPQ course?
Module 1 is Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Key features and functionality. It works through Overview of Salesforce CPQ, Benefits of using Salesforce CPQ, key features and functionality and 1 more. It sets the vocabulary the remaining 8 modules build on.
How is the Salesforce CPQ course delivered?
The Salesforce CPQ course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Salesforce CPQ course cost?
The Salesforce CPQ course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Salesforce CPQ Configuration for Utility Field Operations.
More answers: what you get with every course, refund policy, all help answers.
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, Key features and functionality
- Overview of Salesforce CPQ
- Benefits of using Salesforce CPQ
- Key features and functionality
- Implementation and configuration best practices
Module 2. Setting up Salesforce CPQ: Setting up product catalogs and pricing
- 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: Managing product bundles and kits
- 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, Using quote templates and layouts
- 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
- Creating and managing orders
- Configuring order approval processes
- Using order templates and layouts
- Managing order fulfillment and shipping
Module 6. Reporting and Analytics: Using data to inform sales strategies
- 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: Configuring custom fields and objects
- 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: Lessons learned and takeaways
- 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: Feedback and coaching, Final assessment and evaluation
- Hands-on project to apply knowledge and skills
- Final assessment and evaluation
- Feedback and coaching
- Course completion and certification