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Salesforce CPQ Implementation and Administration Mastery

Salesforce CPQ Implementation and Administration Mastery

$199.00
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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 Implementation and Administration Mastery Course Curriculum



Course Overview

This comprehensive course is designed to equip participants with the skills and knowledge 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 applications
  • Configure and implement Salesforce CPQ to meet business requirements
  • Administer and maintain Salesforce CPQ to ensure optimal performance
  • Troubleshoot common issues and optimize CPQ configurations
  • Develop best practices for CPQ implementation and administration


Course Outline

Module 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ and its benefits
  • Understanding CPQ architecture and components
  • CPQ implementation methodologies and best practices
  • Introduction to CPQ configuration and setup

Module 2: Configuring Salesforce CPQ

  • Configuring CPQ settings and preferences
  • Creating and managing product catalogs
  • Defining pricing strategies and rules
  • Configuring quote and proposal templates

Module 3: Product Configuration and Pricing

  • Creating and managing product configurations
  • Understanding pricing models and strategies
  • Configuring price rules and pricing procedures
  • Using data tables and pricing variables

Module 4: Quote and Proposal Management

  • Creating and managing quotes and proposals
  • Configuring quote and proposal templates
  • Using quote and proposal approval processes
  • Generating quotes and proposals

Module 5: CPQ Administration and Maintenance

  • Administering CPQ configurations and settings
  • Managing user access and permissions
  • Troubleshooting common CPQ issues
  • Optimizing CPQ performance and configurations

Module 6: Advanced CPQ Topics

  • Using CPQ with other Salesforce products
  • Integrating CPQ with external systems
  • Using CPQ APIs and developer tools
  • Advanced pricing and configuration techniques

Module 7: Best Practices and Real-World Applications

  • CPQ implementation best practices
  • Real-world CPQ applications and case studies
  • CPQ optimization and performance tuning
  • Future-proofing CPQ configurations

Module 8: Hands-on Projects and Case Studies

  • Practical exercises and hands-on projects
  • Real-world case studies and group discussions
  • CPQ configuration and implementation exercises
  • Troubleshooting and optimization exercises


Course Features

  • Interactive and engaging content: Bite-sized lessons, gamification, and hands-on projects
  • Comprehensive and up-to-date content: Expert instructors and latest industry trends
  • Personalized learning experience: Flexible pacing and mobile accessibility
  • Certification upon completion: Issued by The Art of Service
  • Lifetime access: Access course materials and updates for a lifetime
  • Community-driven: Discussion forums and peer-to-peer learning
  • Actionable insights: Practical knowledge and real-world applications
  • Progress tracking: Monitor your progress and stay on track


Course Benefits

  • Gain expertise in Salesforce CPQ implementation and administration
  • Improve business outcomes with optimized CPQ configurations
  • Enhance career prospects with a recognized certification
  • Stay up-to-date with the latest industry trends and best practices
  • Join a community of professionals and expand your network
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