Mastering Salesforce CPQ From Setup to Sales Success
You're not just learning a tool. You're mastering the engine that powers high-velocity sales organisations. Right now, you might feel overwhelmed by complex quoting processes, manual errors, or slow deal cycles. Maybe your team is drowning in spreadsheets while competitors leverage automation to close faster, more profitable deals. Salesforce CPQ isn’t just configuration-it’s strategy. And if you’ve ever wondered whether you’re using it to its full potential, the answer is likely no. The difference between average and exceptional CPQ implementation comes down to precision, process alignment, and deep system fluency. That’s where Mastering Salesforce CPQ From Setup to Sales Success becomes your decisive advantage. This course guides you from initial setup to scalable commercial excellence-transforming you from a user into a trusted architect of revenue operations. Within 30 days, you’ll go from uncertain configuration to delivering a fully operational, board-ready CPQ solution that reduces quote-to-cash time by up to 65%. Take Martin Choi, Sales Operations Lead at a global SaaS firm. After completing this program, he redesigned his company’s CPQ workflow, cutting proposal generation time from three days to under four hours. His initiative was recognised at the executive level and became the blueprint for regional rollout. The barrier isn’t access to tools. It’s access to clarity. To proven architecture. To exact, step-by-step execution that eliminates guesswork and delivers measurable ROI. Here’s how this course is structured to help you get there.Course Format & Delivery Details Designed for Maximum Clarity, Minimum Risk
This is a self-paced, on-demand learning experience with immediate online access. There are no fixed dates or time commitments. You control your pace, focus, and schedule-ideal for professionals balancing real-world responsibilities with career advancement. Most learners complete the core curriculum in 15–20 hours and begin applying key configurations within the first week. Tangible results, such as streamlined quote management or automated discount approvals, are typically seen in under 30 days. You receive lifetime access to all course content, including every update as Salesforce CPQ evolves. New features, best practices, and integration patterns are added continuously, at no extra cost. This is not a static resource-it’s a living, evolving mastery path. Access is available 24/7 from any device, anywhere in the world. The entire platform is mobile-friendly, enabling you to learn during commutes, client waits, or quiet moments between meetings. Your progress syncs seamlessly across devices. Real Support, Real Confidence
Every learner receives direct guidance through structured support channels. You’re not left to figure things out alone. Instructor-vetted templates, configuration checklists, and scenario-based troubleshooting frameworks ensure you stay unblocked and confident at every stage. Upon completion, you’ll earn a Certificate of Completion issued by The Art of Service. This credential is globally recognised, frequently cited on LinkedIn profiles, and trusted by enterprise employers. It signals deep operational competence, not just theoretical awareness. Transparent, Secure, and Risk-Free Enrollment
Pricing is straightforward with no hidden fees. What you see is exactly what you pay. The course accepts all major payment methods, including Visa, Mastercard, and PayPal. If you find that the course doesn’t meet your expectations, you’re covered by our 30-day satisfied or refunded guarantee. Your investment is protected. This isn’t just about access-it’s about results you can trust, without financial risk. After enrollment, you’ll receive a confirmation email. Your access details will be sent separately once your course materials are individually provisioned. This ensures secure, personalised onboarding and optimal system readiness. This Works Even If…
- You’ve never implemented CPQ before and feel behind your peers
- You’re transitioning from another quote tool and need to close knowledge gaps fast
- Your organisation uses custom pricing models or complex product bundles
- You’re not in a technical role but need to lead or influence CPQ decisions
- You’ve tried online resources before and found them too fragmented or shallow
With role-specific implementation paths, scenario-based walkthroughs, and battle-tested frameworks, this course adapts to your context. Whether you’re a Salesforce Administrator, Sales Ops Analyst, Technical Consultant, or Revenue Manager, the content is tailored to deliver immediate applicability and long-term mastery. You’re joining a global cohort of professionals who have used this program to move into higher-impact roles, lead major rollouts, and become go-to experts within their organisations. This is your clear, structured path to the same outcome.
Module 1: Foundations of Salesforce CPQ Architecture - Understanding the core value proposition of Salesforce CPQ
- Differentiating CPQ from standard Salesforce Sales Cloud functionality
- Mapping CPQ to the quote-to-cash lifecycle
- Identifying organisational pain points solved by CPQ
- Defining key stakeholders and their success criteria
- Overview of CPQ data model and object relationships
- Key terminology: quotes, products, price books, bundles, discounts
- CPQ licensing models and subscription considerations
- Setting up the foundational CPQ environment
- Organisational readiness assessment for CPQ rollout
Module 2: Product Catalogue Design and Management - Structuring a scalable product hierarchy
- Creating and configuring products in the CPQ catalogue
- Setting up standard and custom product fields
- Defining product categories and families
- Importing products using data loader tools
- Managing product activation and version control
- Setting effective and expiration dates for products
- Creating custom product rules for dynamic behaviour
- Using search filters to enhance product findability
- Best practices for product naming conventions
- Auditing and maintaining product data integrity
- Integrating product data with ERP systems
- Using product recommendations to increase upsell
- Configuring product approvals for compliance
- Building product matrices for variant management
Module 3: Product Bundling and Configuration Logic - Understanding dynamic bundles vs static bundles
- Creating product feature groups
- Defining option constraints and dependencies
- Setting up featured products and default selections
- Using user criteria to control bundle visibility
- Configuring required and optional components
- Managing quantity restrictions per option
- Implementing mutual exclusion rules
- Setting up pre-selected options for guided selling
- Using configuration attributes for customisation
- Building multi-level nested bundles
- Testing bundle logic with edge case scenarios
- Documenting configuration decision trees
- Linking bundle rules to sales playbooks
- Optimising bundle performance for large catalogues
Module 4: Pricing Models and Discounting Frameworks - Setting up standard price books and custom price books
- Defining list prices and cost-based pricing
- Creating tiered pricing schedules
- Implementing volume-based discounts
- Setting up discount schedules by customer segment
- Configuring discount approval workflows
- Using discounting caps and margin protection rules
- Creating price rules for dynamic adjustments
- Applying special pricing for enterprise accounts
- Integrating with external pricing engines
- Setting up contract-based pricing
- Managing promotional pricing campaigns
- Building price waterfall models for transparency
- Using formula fields for custom pricing logic
- Securing pricing data by user role
- Generating price audit logs for compliance
Module 5: Quote Lifecycle and Workflow Automation - Initiating quotes from opportunities
- Configuring quote templates for branding
- Setting quote validity periods
- Automating quote number generation
- Building approval workflows for high-value quotes
- Designing multi-stage approval routes
- Setting up email alerts for approvers
- Creating quote amendment processes
- Tracking quote status changes
- Generating PDF output with merge fields
- Customising quote section layouts
- Adding terms and conditions dynamically
- Linking quotes to customer contracts
- Archiving and retrieving historical quotes
- Using quote templates across business units
- Analysing quote win-loss patterns
Module 6: Advanced Rule Engines and Validation Logic - Overview of price rules, validation rules, and alert rules
- Setting up price rules to modify line items
- Using lookup queries to pull external data
- Writing conditions using field comparisons
- Configuring error vs warning alerts
- Building cross-object validation logic
- Using advanced formulas in rule conditions
- Chaining multiple rules for complex workflows
- Testing rule execution order
- Debugging rule failures using logs
- Creating rules for compliance and governance
- Setting up rules for regulatory pricing
- Documenting rule dependencies and scope
- Version controlling rule changes
- Performance tuning for rule-heavy configurations
Module 7: Subscription and Recurring Revenue Management - Understanding term-based vs evergreen subscriptions
- Setting up default subscription terms
- Configuring prorated pricing for mid-term changes
- Managing renewal quotes automatically
- Setting up auto-renewal flags
- Calculating true-up charges on renewals
- Handling partial period billing
- Using amendment quotes for changes during term
- Tracking contract end dates
- Generating renewal forecasts
- Setting up reminder alerts for renewals
- Integrating with revenue recognition systems
- Modelling free trials and grace periods
- Handling cancellations and refunds
- Reporting on churn and retention rates
Module 8: Proposal and Contract Generation - Designing branded proposal templates
- Using rich text components for executive summaries
- Inserting dynamic tables for pricing breakdowns
- Adding legal clauses based on product type
- Generating contracts from approved quotes
- Configuring contract templates by region
- Automating signature requests via e-signature tools
- Tracking signature status in real time
- Linking executed contracts to opportunity records
- Archiving signed documents securely
- Managing clause libraries for reuse
- Controlling template access by role
- Localising content for global teams
- Using conditional content blocks
- Auditing changes to proposal content
Module 9: CPQ and Salesforce Integration Patterns - Integrating CPQ with Salesforce Sales Cloud
- Synchronising quotes with opportunity stages
- Mapping CPQ fields to reporting dashboards
- Building cross-object reports for sales leadership
- Using Process Builder to trigger CPQ actions
- Creating flows for guided selling experiences
- Syncing CPQ data with Service Cloud for support
- Feeding order data to back-office ERP systems
- Using APIs for real-time inventory checks
- Integrating with financial planning tools
- Setting up alert rules for data mismatches
- Monitoring integration health
- Using middleware platforms for complex syncs
- Ensuring data consistency across systems
- Documenting integration architecture diagrams
Module 10: Guided Selling and User Experience Optimisation - Designing intuitive quote entry interfaces
- Using guided selling checklists
- Creating decision trees for sales reps
- Implementing product recommenders
- Personalising UI based on user role
- Reducing clicks to first quote creation
- Adding tooltips and inline help
- Highlighting next best actions
- Minimising manual data entry
- Using autocomplete and quick-add functions
- Setting up keyboard shortcuts
- Testing usability with real sales teams
- Collecting feedback for iterative improvement
- Using CPQ adoption dashboards
- Driving user engagement with gamification
Module 11: CPQ Administration and Governance - Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Understanding the core value proposition of Salesforce CPQ
- Differentiating CPQ from standard Salesforce Sales Cloud functionality
- Mapping CPQ to the quote-to-cash lifecycle
- Identifying organisational pain points solved by CPQ
- Defining key stakeholders and their success criteria
- Overview of CPQ data model and object relationships
- Key terminology: quotes, products, price books, bundles, discounts
- CPQ licensing models and subscription considerations
- Setting up the foundational CPQ environment
- Organisational readiness assessment for CPQ rollout
Module 2: Product Catalogue Design and Management - Structuring a scalable product hierarchy
- Creating and configuring products in the CPQ catalogue
- Setting up standard and custom product fields
- Defining product categories and families
- Importing products using data loader tools
- Managing product activation and version control
- Setting effective and expiration dates for products
- Creating custom product rules for dynamic behaviour
- Using search filters to enhance product findability
- Best practices for product naming conventions
- Auditing and maintaining product data integrity
- Integrating product data with ERP systems
- Using product recommendations to increase upsell
- Configuring product approvals for compliance
- Building product matrices for variant management
Module 3: Product Bundling and Configuration Logic - Understanding dynamic bundles vs static bundles
- Creating product feature groups
- Defining option constraints and dependencies
- Setting up featured products and default selections
- Using user criteria to control bundle visibility
- Configuring required and optional components
- Managing quantity restrictions per option
- Implementing mutual exclusion rules
- Setting up pre-selected options for guided selling
- Using configuration attributes for customisation
- Building multi-level nested bundles
- Testing bundle logic with edge case scenarios
- Documenting configuration decision trees
- Linking bundle rules to sales playbooks
- Optimising bundle performance for large catalogues
Module 4: Pricing Models and Discounting Frameworks - Setting up standard price books and custom price books
- Defining list prices and cost-based pricing
- Creating tiered pricing schedules
- Implementing volume-based discounts
- Setting up discount schedules by customer segment
- Configuring discount approval workflows
- Using discounting caps and margin protection rules
- Creating price rules for dynamic adjustments
- Applying special pricing for enterprise accounts
- Integrating with external pricing engines
- Setting up contract-based pricing
- Managing promotional pricing campaigns
- Building price waterfall models for transparency
- Using formula fields for custom pricing logic
- Securing pricing data by user role
- Generating price audit logs for compliance
Module 5: Quote Lifecycle and Workflow Automation - Initiating quotes from opportunities
- Configuring quote templates for branding
- Setting quote validity periods
- Automating quote number generation
- Building approval workflows for high-value quotes
- Designing multi-stage approval routes
- Setting up email alerts for approvers
- Creating quote amendment processes
- Tracking quote status changes
- Generating PDF output with merge fields
- Customising quote section layouts
- Adding terms and conditions dynamically
- Linking quotes to customer contracts
- Archiving and retrieving historical quotes
- Using quote templates across business units
- Analysing quote win-loss patterns
Module 6: Advanced Rule Engines and Validation Logic - Overview of price rules, validation rules, and alert rules
- Setting up price rules to modify line items
- Using lookup queries to pull external data
- Writing conditions using field comparisons
- Configuring error vs warning alerts
- Building cross-object validation logic
- Using advanced formulas in rule conditions
- Chaining multiple rules for complex workflows
- Testing rule execution order
- Debugging rule failures using logs
- Creating rules for compliance and governance
- Setting up rules for regulatory pricing
- Documenting rule dependencies and scope
- Version controlling rule changes
- Performance tuning for rule-heavy configurations
Module 7: Subscription and Recurring Revenue Management - Understanding term-based vs evergreen subscriptions
- Setting up default subscription terms
- Configuring prorated pricing for mid-term changes
- Managing renewal quotes automatically
- Setting up auto-renewal flags
- Calculating true-up charges on renewals
- Handling partial period billing
- Using amendment quotes for changes during term
- Tracking contract end dates
- Generating renewal forecasts
- Setting up reminder alerts for renewals
- Integrating with revenue recognition systems
- Modelling free trials and grace periods
- Handling cancellations and refunds
- Reporting on churn and retention rates
Module 8: Proposal and Contract Generation - Designing branded proposal templates
- Using rich text components for executive summaries
- Inserting dynamic tables for pricing breakdowns
- Adding legal clauses based on product type
- Generating contracts from approved quotes
- Configuring contract templates by region
- Automating signature requests via e-signature tools
- Tracking signature status in real time
- Linking executed contracts to opportunity records
- Archiving signed documents securely
- Managing clause libraries for reuse
- Controlling template access by role
- Localising content for global teams
- Using conditional content blocks
- Auditing changes to proposal content
Module 9: CPQ and Salesforce Integration Patterns - Integrating CPQ with Salesforce Sales Cloud
- Synchronising quotes with opportunity stages
- Mapping CPQ fields to reporting dashboards
- Building cross-object reports for sales leadership
- Using Process Builder to trigger CPQ actions
- Creating flows for guided selling experiences
- Syncing CPQ data with Service Cloud for support
- Feeding order data to back-office ERP systems
- Using APIs for real-time inventory checks
- Integrating with financial planning tools
- Setting up alert rules for data mismatches
- Monitoring integration health
- Using middleware platforms for complex syncs
- Ensuring data consistency across systems
- Documenting integration architecture diagrams
Module 10: Guided Selling and User Experience Optimisation - Designing intuitive quote entry interfaces
- Using guided selling checklists
- Creating decision trees for sales reps
- Implementing product recommenders
- Personalising UI based on user role
- Reducing clicks to first quote creation
- Adding tooltips and inline help
- Highlighting next best actions
- Minimising manual data entry
- Using autocomplete and quick-add functions
- Setting up keyboard shortcuts
- Testing usability with real sales teams
- Collecting feedback for iterative improvement
- Using CPQ adoption dashboards
- Driving user engagement with gamification
Module 11: CPQ Administration and Governance - Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Understanding dynamic bundles vs static bundles
- Creating product feature groups
- Defining option constraints and dependencies
- Setting up featured products and default selections
- Using user criteria to control bundle visibility
- Configuring required and optional components
- Managing quantity restrictions per option
- Implementing mutual exclusion rules
- Setting up pre-selected options for guided selling
- Using configuration attributes for customisation
- Building multi-level nested bundles
- Testing bundle logic with edge case scenarios
- Documenting configuration decision trees
- Linking bundle rules to sales playbooks
- Optimising bundle performance for large catalogues
Module 4: Pricing Models and Discounting Frameworks - Setting up standard price books and custom price books
- Defining list prices and cost-based pricing
- Creating tiered pricing schedules
- Implementing volume-based discounts
- Setting up discount schedules by customer segment
- Configuring discount approval workflows
- Using discounting caps and margin protection rules
- Creating price rules for dynamic adjustments
- Applying special pricing for enterprise accounts
- Integrating with external pricing engines
- Setting up contract-based pricing
- Managing promotional pricing campaigns
- Building price waterfall models for transparency
- Using formula fields for custom pricing logic
- Securing pricing data by user role
- Generating price audit logs for compliance
Module 5: Quote Lifecycle and Workflow Automation - Initiating quotes from opportunities
- Configuring quote templates for branding
- Setting quote validity periods
- Automating quote number generation
- Building approval workflows for high-value quotes
- Designing multi-stage approval routes
- Setting up email alerts for approvers
- Creating quote amendment processes
- Tracking quote status changes
- Generating PDF output with merge fields
- Customising quote section layouts
- Adding terms and conditions dynamically
- Linking quotes to customer contracts
- Archiving and retrieving historical quotes
- Using quote templates across business units
- Analysing quote win-loss patterns
Module 6: Advanced Rule Engines and Validation Logic - Overview of price rules, validation rules, and alert rules
- Setting up price rules to modify line items
- Using lookup queries to pull external data
- Writing conditions using field comparisons
- Configuring error vs warning alerts
- Building cross-object validation logic
- Using advanced formulas in rule conditions
- Chaining multiple rules for complex workflows
- Testing rule execution order
- Debugging rule failures using logs
- Creating rules for compliance and governance
- Setting up rules for regulatory pricing
- Documenting rule dependencies and scope
- Version controlling rule changes
- Performance tuning for rule-heavy configurations
Module 7: Subscription and Recurring Revenue Management - Understanding term-based vs evergreen subscriptions
- Setting up default subscription terms
- Configuring prorated pricing for mid-term changes
- Managing renewal quotes automatically
- Setting up auto-renewal flags
- Calculating true-up charges on renewals
- Handling partial period billing
- Using amendment quotes for changes during term
- Tracking contract end dates
- Generating renewal forecasts
- Setting up reminder alerts for renewals
- Integrating with revenue recognition systems
- Modelling free trials and grace periods
- Handling cancellations and refunds
- Reporting on churn and retention rates
Module 8: Proposal and Contract Generation - Designing branded proposal templates
- Using rich text components for executive summaries
- Inserting dynamic tables for pricing breakdowns
- Adding legal clauses based on product type
- Generating contracts from approved quotes
- Configuring contract templates by region
- Automating signature requests via e-signature tools
- Tracking signature status in real time
- Linking executed contracts to opportunity records
- Archiving signed documents securely
- Managing clause libraries for reuse
- Controlling template access by role
- Localising content for global teams
- Using conditional content blocks
- Auditing changes to proposal content
Module 9: CPQ and Salesforce Integration Patterns - Integrating CPQ with Salesforce Sales Cloud
- Synchronising quotes with opportunity stages
- Mapping CPQ fields to reporting dashboards
- Building cross-object reports for sales leadership
- Using Process Builder to trigger CPQ actions
- Creating flows for guided selling experiences
- Syncing CPQ data with Service Cloud for support
- Feeding order data to back-office ERP systems
- Using APIs for real-time inventory checks
- Integrating with financial planning tools
- Setting up alert rules for data mismatches
- Monitoring integration health
- Using middleware platforms for complex syncs
- Ensuring data consistency across systems
- Documenting integration architecture diagrams
Module 10: Guided Selling and User Experience Optimisation - Designing intuitive quote entry interfaces
- Using guided selling checklists
- Creating decision trees for sales reps
- Implementing product recommenders
- Personalising UI based on user role
- Reducing clicks to first quote creation
- Adding tooltips and inline help
- Highlighting next best actions
- Minimising manual data entry
- Using autocomplete and quick-add functions
- Setting up keyboard shortcuts
- Testing usability with real sales teams
- Collecting feedback for iterative improvement
- Using CPQ adoption dashboards
- Driving user engagement with gamification
Module 11: CPQ Administration and Governance - Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Initiating quotes from opportunities
- Configuring quote templates for branding
- Setting quote validity periods
- Automating quote number generation
- Building approval workflows for high-value quotes
- Designing multi-stage approval routes
- Setting up email alerts for approvers
- Creating quote amendment processes
- Tracking quote status changes
- Generating PDF output with merge fields
- Customising quote section layouts
- Adding terms and conditions dynamically
- Linking quotes to customer contracts
- Archiving and retrieving historical quotes
- Using quote templates across business units
- Analysing quote win-loss patterns
Module 6: Advanced Rule Engines and Validation Logic - Overview of price rules, validation rules, and alert rules
- Setting up price rules to modify line items
- Using lookup queries to pull external data
- Writing conditions using field comparisons
- Configuring error vs warning alerts
- Building cross-object validation logic
- Using advanced formulas in rule conditions
- Chaining multiple rules for complex workflows
- Testing rule execution order
- Debugging rule failures using logs
- Creating rules for compliance and governance
- Setting up rules for regulatory pricing
- Documenting rule dependencies and scope
- Version controlling rule changes
- Performance tuning for rule-heavy configurations
Module 7: Subscription and Recurring Revenue Management - Understanding term-based vs evergreen subscriptions
- Setting up default subscription terms
- Configuring prorated pricing for mid-term changes
- Managing renewal quotes automatically
- Setting up auto-renewal flags
- Calculating true-up charges on renewals
- Handling partial period billing
- Using amendment quotes for changes during term
- Tracking contract end dates
- Generating renewal forecasts
- Setting up reminder alerts for renewals
- Integrating with revenue recognition systems
- Modelling free trials and grace periods
- Handling cancellations and refunds
- Reporting on churn and retention rates
Module 8: Proposal and Contract Generation - Designing branded proposal templates
- Using rich text components for executive summaries
- Inserting dynamic tables for pricing breakdowns
- Adding legal clauses based on product type
- Generating contracts from approved quotes
- Configuring contract templates by region
- Automating signature requests via e-signature tools
- Tracking signature status in real time
- Linking executed contracts to opportunity records
- Archiving signed documents securely
- Managing clause libraries for reuse
- Controlling template access by role
- Localising content for global teams
- Using conditional content blocks
- Auditing changes to proposal content
Module 9: CPQ and Salesforce Integration Patterns - Integrating CPQ with Salesforce Sales Cloud
- Synchronising quotes with opportunity stages
- Mapping CPQ fields to reporting dashboards
- Building cross-object reports for sales leadership
- Using Process Builder to trigger CPQ actions
- Creating flows for guided selling experiences
- Syncing CPQ data with Service Cloud for support
- Feeding order data to back-office ERP systems
- Using APIs for real-time inventory checks
- Integrating with financial planning tools
- Setting up alert rules for data mismatches
- Monitoring integration health
- Using middleware platforms for complex syncs
- Ensuring data consistency across systems
- Documenting integration architecture diagrams
Module 10: Guided Selling and User Experience Optimisation - Designing intuitive quote entry interfaces
- Using guided selling checklists
- Creating decision trees for sales reps
- Implementing product recommenders
- Personalising UI based on user role
- Reducing clicks to first quote creation
- Adding tooltips and inline help
- Highlighting next best actions
- Minimising manual data entry
- Using autocomplete and quick-add functions
- Setting up keyboard shortcuts
- Testing usability with real sales teams
- Collecting feedback for iterative improvement
- Using CPQ adoption dashboards
- Driving user engagement with gamification
Module 11: CPQ Administration and Governance - Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Understanding term-based vs evergreen subscriptions
- Setting up default subscription terms
- Configuring prorated pricing for mid-term changes
- Managing renewal quotes automatically
- Setting up auto-renewal flags
- Calculating true-up charges on renewals
- Handling partial period billing
- Using amendment quotes for changes during term
- Tracking contract end dates
- Generating renewal forecasts
- Setting up reminder alerts for renewals
- Integrating with revenue recognition systems
- Modelling free trials and grace periods
- Handling cancellations and refunds
- Reporting on churn and retention rates
Module 8: Proposal and Contract Generation - Designing branded proposal templates
- Using rich text components for executive summaries
- Inserting dynamic tables for pricing breakdowns
- Adding legal clauses based on product type
- Generating contracts from approved quotes
- Configuring contract templates by region
- Automating signature requests via e-signature tools
- Tracking signature status in real time
- Linking executed contracts to opportunity records
- Archiving signed documents securely
- Managing clause libraries for reuse
- Controlling template access by role
- Localising content for global teams
- Using conditional content blocks
- Auditing changes to proposal content
Module 9: CPQ and Salesforce Integration Patterns - Integrating CPQ with Salesforce Sales Cloud
- Synchronising quotes with opportunity stages
- Mapping CPQ fields to reporting dashboards
- Building cross-object reports for sales leadership
- Using Process Builder to trigger CPQ actions
- Creating flows for guided selling experiences
- Syncing CPQ data with Service Cloud for support
- Feeding order data to back-office ERP systems
- Using APIs for real-time inventory checks
- Integrating with financial planning tools
- Setting up alert rules for data mismatches
- Monitoring integration health
- Using middleware platforms for complex syncs
- Ensuring data consistency across systems
- Documenting integration architecture diagrams
Module 10: Guided Selling and User Experience Optimisation - Designing intuitive quote entry interfaces
- Using guided selling checklists
- Creating decision trees for sales reps
- Implementing product recommenders
- Personalising UI based on user role
- Reducing clicks to first quote creation
- Adding tooltips and inline help
- Highlighting next best actions
- Minimising manual data entry
- Using autocomplete and quick-add functions
- Setting up keyboard shortcuts
- Testing usability with real sales teams
- Collecting feedback for iterative improvement
- Using CPQ adoption dashboards
- Driving user engagement with gamification
Module 11: CPQ Administration and Governance - Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Integrating CPQ with Salesforce Sales Cloud
- Synchronising quotes with opportunity stages
- Mapping CPQ fields to reporting dashboards
- Building cross-object reports for sales leadership
- Using Process Builder to trigger CPQ actions
- Creating flows for guided selling experiences
- Syncing CPQ data with Service Cloud for support
- Feeding order data to back-office ERP systems
- Using APIs for real-time inventory checks
- Integrating with financial planning tools
- Setting up alert rules for data mismatches
- Monitoring integration health
- Using middleware platforms for complex syncs
- Ensuring data consistency across systems
- Documenting integration architecture diagrams
Module 10: Guided Selling and User Experience Optimisation - Designing intuitive quote entry interfaces
- Using guided selling checklists
- Creating decision trees for sales reps
- Implementing product recommenders
- Personalising UI based on user role
- Reducing clicks to first quote creation
- Adding tooltips and inline help
- Highlighting next best actions
- Minimising manual data entry
- Using autocomplete and quick-add functions
- Setting up keyboard shortcuts
- Testing usability with real sales teams
- Collecting feedback for iterative improvement
- Using CPQ adoption dashboards
- Driving user engagement with gamification
Module 11: CPQ Administration and Governance - Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Setting up user roles and permission sets
- Controlling access to pricing and products
- Managing CPQ administrator responsibilities
- Creating audit trails for configuration changes
- Using change sets for sandbox promotion
- Testing in full-copy sandboxes
- Scheduling regular configuration reviews
- Documenting CPQ operational runbooks
- Training new administrators
- Establishing change management protocols
- Handling conflict resolution in teams
- Using version control for CPQ metadata
- Setting up backup and recovery plans
- Monitoring system health
- Creating escalation paths for issues
Module 12: Analytics, Dashboards, and Performance Monitoring - Building standard CPQ reports
- Creating pipeline forecasting dashboards
- Tracking quote turnaround time
- Measuring approval cycle duration
- Analysing win rate by product category
- Monitoring discounting behaviour by rep
- Setting up alerts for outlier pricing
- Reporting on bundle adoption rates
- Visualising quote-to-close ratios
- Tracking CPQ usage by team
- Identifying stalled quotes
- Using dashboards for executive reviews
- Exporting data for external analysis
- Customising report filters by role
- Scheduling automated email reports
Module 13: Advanced Automation with Flows and Apex - Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Using Salesforce Flow to extend CPQ functionality
- Triggering CPQ updates from opportunity changes
- Automating product additions based on criteria
- Creating custom actions for user workflows
- Integrating with external web services
- Handling errors in automated processes
- Using Apex triggers for complex logic
- Building custom controllers for UI enhancements
- Writing test classes for code coverage
- Debugging automation failures
- Optimising performance of custom code
- Securing custom logic against injection
- Documenting technical extensions
- Planning for scalability
- Managing technical debt
Module 14: Global CPQ Deployment and Multi-Currency Strategies - Configuring multi-currency support
- Setting exchange rate update schedules
- Managing price books by region
- Translating product names and descriptions
- Localising date and number formats
- Handling tax calculations by jurisdiction
- Complying with local regulatory requirements
- Managing regional approval hierarchies
- Aligning CPQ with global sales strategies
- Designing centralised vs decentralised models
- Creating regional administrator roles
- Setting up language-specific templates
- Testing localisations with real users
- Scaling CPQ across international divisions
- Monitoring performance in distributed teams
Module 15: Real-World Implementation Projects - Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility
Module 16: Certification Preparation and Career Advancement - Review of key CPQ certification domains
- Practice exercises aligned with exam objectives
- Tips for passing Salesforce CPQ Specialist exams
- Creating a professional CPQ portfolio
- Documenting implementation case studies
- Using CPQ expertise in job interviews
- Negotiating higher compensation based on skill
- Presenting CPQ outcomes to leadership
- Building credibility as a subject matter expert
- Leveraging The Art of Service Certificate of Completion
- Updating LinkedIn with verified achievements
- Joining enterprise consulting networks
- Transitioning into CPQ architect or manager roles
- Contributing to team training and enablement
- Measuring long-term career ROI from this course
- Project 1: Build a full CPQ solution for a SaaS company
- Define product bundles for subscription tiers
- Set up tiered pricing and volume discounts
- Create approval workflows for enterprise clients
- Generate branded proposal outputs
- Project 2: Configure CPQ for a hardware manufacturer
- Model configurable product options with dependencies
- Implement maintenance and support add-ons
- Automate renewal quote generation
- Integrate with order management system
- Project 3: Roll out CPQ for a consulting services firm
- Create time and materials pricing models
- Bundle services with deliverables tracking
- Set up project-based discounting rules
- Link quotes to resource planning tools
- Project 4: Optimise CPQ for a global reseller
- Configure multi-currency and regional pricing
- Localise templates and product data
- Establish central governance with regional flexibility