Salesforce CPQ Implementation and Administration Essentials
Course Overview This comprehensive course is designed to provide participants with the knowledge and skills required to implement and administer Salesforce CPQ (Configure, Price, Quote) effectively. Upon completion, participants will receive a certificate issued by The Art of Service.
Course Objectives - Understand the fundamentals of Salesforce CPQ and its benefits
- Learn how to configure and implement Salesforce CPQ
- Understand how to manage and maintain Salesforce CPQ
- Develop skills in creating and managing quotes, products, and pricing
- Learn how to troubleshoot common issues in Salesforce CPQ
Course Outline Module 1: Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Understanding the CPQ architecture
- CPQ features and functionality
- Use cases for Salesforce CPQ
Module 2: Configuring Salesforce CPQ
- Setting up Salesforce CPQ
- Configuring CPQ settings
- Creating and managing products
- Configuring pricing and discounts
Module 3: Creating and Managing Quotes
- Creating quotes in Salesforce CPQ
- Managing quote templates
- Configuring quote approval processes
- Generating quotes and proposals
Module 4: Product Configuration and Management
- Creating and managing product bundles
- Configuring product options and features
- Managing product pricing and discounts
- Using product rules and constraints
Module 5: Pricing and Discounting
- Understanding pricing strategies
- Configuring pricing rules and schedules
- Managing discounts and promotions
- Using pricing analytics
Module 6: Quote and Order Management
- Managing quote and order workflows
- Configuring quote and order approval processes
- Using quote and order templates
- Generating orders and contracts
Module 7: Advanced Salesforce CPQ Features
- Using advanced pricing features
- Configuring product relationships and dependencies
- Using CPQ APIs and integrations
- Advanced quote and order management
Module 8: Troubleshooting and Best Practices
- Troubleshooting common CPQ issues
- Best practices for CPQ implementation and administration
- Optimizing CPQ performance
- Using CPQ analytics and reporting
Module 9: Implementation and Deployment
- Planning and implementing a CPQ project
- Configuring and testing CPQ
- Deploying CPQ to users
- Post-implementation support and maintenance
Course Features - Interactive and Engaging: Learn through a combination of video lessons, interactive simulations, and hands-on projects
- Comprehensive and Up-to-date: Covers the latest features and best practices in Salesforce CPQ
- Personalized Learning: Learn at your own pace and on your own schedule
- Practical and Real-world: Apply your knowledge to real-world scenarios and case studies
- Expert Instructors: Learn from experienced professionals with extensive knowledge of Salesforce CPQ
- Certification: Receive a certificate upon completion issued by The Art of Service
- Flexible Learning: Access the course from anywhere, on any device, at any time
- User-friendly: Easy to navigate and use, with clear instructions and minimal technical requirements
- Mobile-accessible: Learn on-the-go, with a mobile-friendly course design
- Community-driven: Join a community of learners and professionals for support and networking
- Actionable Insights: Gain practical knowledge and skills that can be applied immediately
- Hands-on Projects: Apply your knowledge to real-world projects and scenarios
- Bite-sized Lessons: Learn in short, manageable chunks, with a focus on key concepts and skills
- Lifetime Access: Access the course materials for a lifetime, with updates and new content added regularly
- Gamification: Engage with interactive elements, such as quizzes and challenges, to make learning fun and competitive
- Progress Tracking: Track your progress and stay motivated with course analytics and reporting
What to Expect Upon completing this course, you will have a comprehensive understanding of Salesforce CPQ and the skills to implement and administer it effectively. You will be able to create and manage quotes, products, and pricing, and troubleshoot common issues. You will also receive a certificate issued by The Art of Service, demonstrating your expertise and commitment to professional development.,
- Understand the fundamentals of Salesforce CPQ and its benefits
- Learn how to configure and implement Salesforce CPQ
- Understand how to manage and maintain Salesforce CPQ
- Develop skills in creating and managing quotes, products, and pricing
- Learn how to troubleshoot common issues in Salesforce CPQ
Course Outline Module 1: Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Understanding the CPQ architecture
- CPQ features and functionality
- Use cases for Salesforce CPQ
Module 2: Configuring Salesforce CPQ
- Setting up Salesforce CPQ
- Configuring CPQ settings
- Creating and managing products
- Configuring pricing and discounts
Module 3: Creating and Managing Quotes
- Creating quotes in Salesforce CPQ
- Managing quote templates
- Configuring quote approval processes
- Generating quotes and proposals
Module 4: Product Configuration and Management
- Creating and managing product bundles
- Configuring product options and features
- Managing product pricing and discounts
- Using product rules and constraints
Module 5: Pricing and Discounting
- Understanding pricing strategies
- Configuring pricing rules and schedules
- Managing discounts and promotions
- Using pricing analytics
Module 6: Quote and Order Management
- Managing quote and order workflows
- Configuring quote and order approval processes
- Using quote and order templates
- Generating orders and contracts
Module 7: Advanced Salesforce CPQ Features
- Using advanced pricing features
- Configuring product relationships and dependencies
- Using CPQ APIs and integrations
- Advanced quote and order management
Module 8: Troubleshooting and Best Practices
- Troubleshooting common CPQ issues
- Best practices for CPQ implementation and administration
- Optimizing CPQ performance
- Using CPQ analytics and reporting
Module 9: Implementation and Deployment
- Planning and implementing a CPQ project
- Configuring and testing CPQ
- Deploying CPQ to users
- Post-implementation support and maintenance
Course Features - Interactive and Engaging: Learn through a combination of video lessons, interactive simulations, and hands-on projects
- Comprehensive and Up-to-date: Covers the latest features and best practices in Salesforce CPQ
- Personalized Learning: Learn at your own pace and on your own schedule
- Practical and Real-world: Apply your knowledge to real-world scenarios and case studies
- Expert Instructors: Learn from experienced professionals with extensive knowledge of Salesforce CPQ
- Certification: Receive a certificate upon completion issued by The Art of Service
- Flexible Learning: Access the course from anywhere, on any device, at any time
- User-friendly: Easy to navigate and use, with clear instructions and minimal technical requirements
- Mobile-accessible: Learn on-the-go, with a mobile-friendly course design
- Community-driven: Join a community of learners and professionals for support and networking
- Actionable Insights: Gain practical knowledge and skills that can be applied immediately
- Hands-on Projects: Apply your knowledge to real-world projects and scenarios
- Bite-sized Lessons: Learn in short, manageable chunks, with a focus on key concepts and skills
- Lifetime Access: Access the course materials for a lifetime, with updates and new content added regularly
- Gamification: Engage with interactive elements, such as quizzes and challenges, to make learning fun and competitive
- Progress Tracking: Track your progress and stay motivated with course analytics and reporting
What to Expect Upon completing this course, you will have a comprehensive understanding of Salesforce CPQ and the skills to implement and administer it effectively. You will be able to create and manage quotes, products, and pricing, and troubleshoot common issues. You will also receive a certificate issued by The Art of Service, demonstrating your expertise and commitment to professional development.,
- Interactive and Engaging: Learn through a combination of video lessons, interactive simulations, and hands-on projects
- Comprehensive and Up-to-date: Covers the latest features and best practices in Salesforce CPQ
- Personalized Learning: Learn at your own pace and on your own schedule
- Practical and Real-world: Apply your knowledge to real-world scenarios and case studies
- Expert Instructors: Learn from experienced professionals with extensive knowledge of Salesforce CPQ
- Certification: Receive a certificate upon completion issued by The Art of Service
- Flexible Learning: Access the course from anywhere, on any device, at any time
- User-friendly: Easy to navigate and use, with clear instructions and minimal technical requirements
- Mobile-accessible: Learn on-the-go, with a mobile-friendly course design
- Community-driven: Join a community of learners and professionals for support and networking
- Actionable Insights: Gain practical knowledge and skills that can be applied immediately
- Hands-on Projects: Apply your knowledge to real-world projects and scenarios
- Bite-sized Lessons: Learn in short, manageable chunks, with a focus on key concepts and skills
- Lifetime Access: Access the course materials for a lifetime, with updates and new content added regularly
- Gamification: Engage with interactive elements, such as quizzes and challenges, to make learning fun and competitive
- Progress Tracking: Track your progress and stay motivated with course analytics and reporting