What does the Salesforce CPQ course cover?
Salesforce CPQ is covered here in 8 modules: Introduction to Salesforce CPQ: Benefits of using Salesforce CPQ, Setting Up CPQ in Salesforce: Configuring CPQ settings, Setting up CPQ objects and fields, Creating and Managing Quotes: Creating and editing quotes, Managing quote lines and pricing and 5 more. The outline lists 27 specific topics, opening with What is Salesforce CPQ?
How do you approach Salesforce CPQ step by step?
The work is sequenced in 8 stages. It starts with Introduction to Salesforce CPQ: Benefits of using Salesforce CPQ, moves through Setting Up CPQ in Salesforce: Configuring CPQ settings, Setting up CPQ objects and fields and creating and Managing Quotes: Creating and editing quotes, Managing quote lines and pricing, and ends at Implementation and Best Practices: Measuring CPQ success and ROI.
What is in Module 1 of the Salesforce CPQ course?
Module 1 is Introduction to Salesforce CPQ: Benefits of using Salesforce CPQ. It works through What is Salesforce CPQ?, Benefits of using Salesforce CPQ and overview of CPQ features and functionality. It sets the vocabulary the remaining 7 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: Configure Price Quote CPQ Application Suites Toolkit, CPQ, Configuration, Pricing, and Quoting (CPQ), CPQ Complete Self-Assessment Guide.
More answers: what you get with every course, refund policy, all help answers.
Mastering Salesforce CPQ: A Step-by-Step Guide to Risk-Free Quote and Order Management
Course Overview
This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and take your sales process to the next level. With a focus on risk-free quote and order management, you'll learn how to streamline your sales operations, reduce errors, and increase revenue.Course Objectives
- Understand the fundamentals of Salesforce CPQ and its benefits
- Learn how to configure and set up CPQ in Salesforce
- Master the art of creating and managing quotes and orders
- Understand how to manage pricing and discounts
- Learn how to integrate CPQ with other Salesforce features
- Develop skills in risk-free quote and order management
Course Outline
Module 1. Introduction to Salesforce CPQ: Benefits of using Salesforce CPQ
- What is Salesforce CPQ?
- Benefits of using Salesforce CPQ
- Overview of CPQ features and functionality
Module 2. Setting Up CPQ in Salesforce: Configuring CPQ settings, Setting up CPQ objects and fields
- Configuring CPQ settings
- Setting up CPQ objects and fields
- Integrating CPQ with other Salesforce features
Module 3. Creating and Managing Quotes: Creating and editing quotes, Managing quote lines and pricing
- Understanding quote types and templates
- Creating and editing quotes
- Managing quote lines and pricing
- Using quote approval and workflow
Module 4. Creating and Managing Orders: Creating and editing orders, Managing order lines and pricing
- Understanding order types and templates
- Creating and editing orders
- Managing order lines and pricing
- Using order approval and workflow
Module 5. Pricing and Discounts: Using discounts and promotions, Creating and managing price lists
- Understanding pricing methods and rules
- Creating and managing price lists
- Using discounts and promotions
- Managing pricing and discount approvals
Module 6. Risk-Free Quote and Order Management: Best practices for, Using CPQ to manage risk
- Understanding risk-free quote and order management
- Using CPQ to manage risk
- Best practices for risk-free quote and order management
Module 7. Advanced CPQ Features: Using CPQ APIs and integrations
- Using CPQ with other Salesforce features
- Advanced CPQ configuration and customization
- Using CPQ APIs and integrations
Module 8. Implementation and Best Practices: Measuring CPQ success and ROI
- Implementing CPQ in your organization
- Best practices for CPQ adoption and usage
- Measuring CPQ success and ROI
Course Features
- Interactive and Engaging: Interactive lessons, quizzes, and hands-on projects to keep you engaged and motivated
- Comprehensive: Covers all aspects of Salesforce CPQ, from basics to advanced features
- Personalized: Learn at your own pace and focus on the topics that matter most to you
- Up-to-date: Course content is updated regularly to reflect the latest Salesforce CPQ features and best practices
- Practical and Real-world: Learn through real-world examples and case studies
- High-quality Content: Developed by expert instructors with extensive Salesforce CPQ experience
- Certification: Receive a certificate upon completion, issued by The Art of Service
- Flexible Learning: Access the course from anywhere, at any time, and learn at your own pace
- User-friendly: Easy-to-use interface and navigation
- Mobile-accessible: Access the course from your mobile device or tablet
- Community-driven: Join a community of learners and instructors to ask questions, share knowledge, and learn from others
- Actionable Insights: Take away actionable insights and best practices to apply to your own Salesforce CPQ implementation
- Hands-on Projects: Complete hands-on projects to reinforce your learning and gain practical experience
- Bite-sized Lessons: Learn in bite-sized chunks, with each lesson focused on a specific topic or skill
- Lifetime Access: Enjoy lifetime access to the course content, even after completion
- Gamification: Engage with the course through gamification elements, such as badges and leaderboards
- Progress Tracking: Track your progress and stay motivated with progress indicators and milestones
What You'll Receive
- A comprehensive course curriculum, covering all aspects of Salesforce CPQ
- Interactive and engaging lessons, quizzes, and hands-on projects
- A certificate upon completion, issued by The Art of Service
- Lifetime access to the course content
- Access to a community of learners and instructors