Mastering Salesforce CPQ: From Fundamentals to Expertise
This comprehensive course is designed to take you on a journey from the fundamentals of Salesforce CPQ to expertise, covering all aspects of the platform. Upon completion, you will receive a certificate issued by The Art of Service.Course Features - Interactive: Engage with hands-on projects and real-world applications
- Engaging: Bite-sized lessons and gamification to keep you motivated
- Comprehensive: Covering all aspects of Salesforce CPQ, from fundamentals to expertise
- Personalized: Learn at your own pace, with flexible learning and lifetime access
- Up-to-date: Stay current with the latest developments in Salesforce CPQ
- Practical: Apply your knowledge with hands-on projects and real-world applications
- High-quality content: Expert instructors and high-quality materials
- Certification: Receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Access the course on any device, at any time
- User-friendly: Easy-to-use platform and intuitive navigation
- Mobile-accessible: Learn on-the-go, with mobile access to the course
- Community-driven: Join a community of learners and experts in Salesforce CPQ
- Actionable insights: Apply your knowledge to real-world scenarios
- Hands-on projects: Engage with practical exercises and projects
- Bite-sized lessons: Learn in manageable chunks, with bite-sized lessons
- Lifetime access: Access the course materials for life
- Gamification: Stay motivated with gamification and progress tracking
- Progress tracking: Track your progress and stay on top of your learning
Course Outline Chapter 1: Introduction to Salesforce CPQ
- What is Salesforce CPQ?
- Benefits of using Salesforce CPQ
- Overview of the Salesforce CPQ platform
- Setting up Salesforce CPQ
- Configuring Salesforce CPQ
Chapter 2: Product and Pricing Configuration
- Creating products and product families
- Configuring pricing and pricing rules
- Setting up price lists and price list items
- Managing product and pricing data
- Best practices for product and pricing configuration
Chapter 3: Quote and Order Management
- Creating and managing quotes
- Configuring quote templates and quote lines
- Managing orders and order lines
- Setting up order fulfillment and delivery options
- Best practices for quote and order management
Chapter 4: Contract and Renewal Management
- Creating and managing contracts
- Configuring contract templates and contract lines
- Managing renewals and renewal quotes
- Setting up contract expiration and renewal notifications
- Best practices for contract and renewal management
Chapter 5: Reporting and Analytics
- Creating and managing reports
- Configuring report filters and report types
- Managing dashboards and dashboard components
- Setting up data exports and data imports
- Best practices for reporting and analytics
Chapter 6: Integration and Customization
- Integrating Salesforce CPQ with other systems
- Configuring APIs and API calls
- Customizing Salesforce CPQ with Apex and Visualforce
- Setting up custom fields and custom objects
- Best practices for integration and customization
Chapter 7: Security and Compliance
- Configuring security settings and access controls
- Managing user roles and user permissions
- Setting up data encryption and data backup
- Complying with regulatory requirements and industry standards
- Best practices for security and compliance
Chapter 8: Implementation and Deployment
- Planning and executing a successful implementation
- Configuring and testing Salesforce CPQ
- Deploying Salesforce CPQ to production
- Managing post-implementation support and maintenance
- Best practices for implementation and deployment
Chapter 9: Advanced Topics and Best Practices
- Advanced product and pricing configuration
- Advanced quote and order management
- Advanced contract and renewal management
- Advanced reporting and analytics
- Best practices for advanced topics
Chapter 10: Conclusion and Next Steps
- Summary of key concepts and takeaways
- Next steps for continued learning and improvement
- Additional resources and support
- Final thoughts and recommendations
,
Chapter 1: Introduction to Salesforce CPQ
- What is Salesforce CPQ?
- Benefits of using Salesforce CPQ
- Overview of the Salesforce CPQ platform
- Setting up Salesforce CPQ
- Configuring Salesforce CPQ
Chapter 2: Product and Pricing Configuration
- Creating products and product families
- Configuring pricing and pricing rules
- Setting up price lists and price list items
- Managing product and pricing data
- Best practices for product and pricing configuration
Chapter 3: Quote and Order Management
- Creating and managing quotes
- Configuring quote templates and quote lines
- Managing orders and order lines
- Setting up order fulfillment and delivery options
- Best practices for quote and order management
Chapter 4: Contract and Renewal Management
- Creating and managing contracts
- Configuring contract templates and contract lines
- Managing renewals and renewal quotes
- Setting up contract expiration and renewal notifications
- Best practices for contract and renewal management
Chapter 5: Reporting and Analytics
- Creating and managing reports
- Configuring report filters and report types
- Managing dashboards and dashboard components
- Setting up data exports and data imports
- Best practices for reporting and analytics
Chapter 6: Integration and Customization
- Integrating Salesforce CPQ with other systems
- Configuring APIs and API calls
- Customizing Salesforce CPQ with Apex and Visualforce
- Setting up custom fields and custom objects
- Best practices for integration and customization
Chapter 7: Security and Compliance
- Configuring security settings and access controls
- Managing user roles and user permissions
- Setting up data encryption and data backup
- Complying with regulatory requirements and industry standards
- Best practices for security and compliance
Chapter 8: Implementation and Deployment
- Planning and executing a successful implementation
- Configuring and testing Salesforce CPQ
- Deploying Salesforce CPQ to production
- Managing post-implementation support and maintenance
- Best practices for implementation and deployment
Chapter 9: Advanced Topics and Best Practices
- Advanced product and pricing configuration
- Advanced quote and order management
- Advanced contract and renewal management
- Advanced reporting and analytics
- Best practices for advanced topics
Chapter 10: Conclusion and Next Steps
- Summary of key concepts and takeaways
- Next steps for continued learning and improvement
- Additional resources and support
- Final thoughts and recommendations