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Salesforce CPQ; A Complete Guide

Salesforce CPQ; A Complete Guide

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
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Self-paced • Lifetime updates
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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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Salesforce CPQ: A Complete Guide



Course Overview

This comprehensive course is designed to equip you with the knowledge and skills needed to master Salesforce CPQ (Configure, Price, Quote). With this course, you'll learn how to streamline your sales process, automate pricing and quoting, and improve customer satisfaction. Upon completion, you'll receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning with expert instructors
  • Practical, real-world applications
  • High-quality content and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking
  • Flexible learning and mobile-accessible
  • Community-driven and actionable insights


Course Outline

Module 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ
  • Benefits of using Salesforce CPQ
  • Key features and functionality
  • Implementation and setup

Module 2: Configuring Products and Pricing

  • Product catalog management
  • Pricing rules and calculations
  • Discounts and promotions
  • Product bundling and packaging

Module 3: Quote Management

  • Quote creation and management
  • Quote templates and customization
  • Quote approval and workflow
  • Quote reporting and analytics

Module 4: Order Management

  • Order creation and management
  • Order fulfillment and inventory management
  • Order reporting and analytics
  • Order automation and workflow

Module 5: Contract Management

  • Contract creation and management
  • Contract templates and customization
  • Contract approval and workflow
  • Contract reporting and analytics

Module 6: Reporting and Analytics

  • Reporting and analytics overview
  • Custom reporting and dashboards
  • Data visualization and charting
  • Data export and integration

Module 7: Integration and Automation

  • Integration with other Salesforce modules
  • Integration with external systems
  • Automation using workflows and triggers
  • Automation using Apex and Visualforce

Module 8: Security and Governance

  • Security and access controls
  • Data encryption and protection
  • Audit and compliance
  • Change management and version control

Module 9: Best Practices and Optimization

  • Best practices for implementation and configuration
  • Optimization techniques for performance and scalability
  • Troubleshooting and debugging
  • Future-proofing and staying up-to-date

Module 10: Final Project and Certification

  • Final project and assessment
  • Certification and course completion
  • Post-course support and resources
  • Continuing education and professional development


Certificate of Completion

Upon completing this course, you will receive a certificate issued by The Art of Service, demonstrating your expertise and knowledge in Salesforce CPQ. This certificate is a valuable asset for any professional looking to advance their career in Salesforce and sales automation.

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