Salesforce CPQ Mastery: A Comprehensive Guide to Implementation and Administration
Welcome to the Salesforce CPQ Mastery course, a comprehensive guide to implementation and administration. This course is designed to provide participants with the knowledge and skills necessary to effectively implement and administer Salesforce CPQ. Upon completion, participants will receive a certificate issued by The Art of Service.Course Overview This course is designed to be interactive, engaging, comprehensive, personalized, up-to-date, practical, and relevant to real-world applications. Participants will have access to high-quality content, expert instructors, and a community-driven learning environment.
Course Outline Module 1: Introduction to Salesforce CPQ
- Overview of Salesforce CPQ
- Benefits of using Salesforce CPQ
- Key features and functionalities
- Understanding the CPQ architecture
Module 2: Setting up Salesforce CPQ
- Configuring CPQ settings
- Setting up product catalog
- Creating price books
- Configuring quote templates
Module 3: Product Configuration
- Understanding product models
- Creating product options and features
- Configuring product rules
- Using product bundles
Module 4: Pricing and Discounting
- Understanding pricing models
- Configuring price rules
- Creating discount schedules
- Using pricing and discounting strategies
Module 5: Quote and Proposal Management
- Creating and managing quotes
- Configuring quote templates
- Using quote line editor
- Generating proposals
Module 6: Order Management
- Understanding order management
- Configuring order management settings
- Creating and managing orders
- Using order management best practices
Module 7: Integration and Data Management
- Understanding integration options
- Configuring integrations with other systems
- Using data import and export tools
- Managing data quality and integrity
Module 8: Advanced CPQ Topics
- Using advanced pricing and discounting features
- Configuring advanced product configuration options
- Using CPQ APIs and integrations
- Troubleshooting common CPQ issues
Module 9: Best Practices and Optimization
- Understanding CPQ best practices
- Optimizing CPQ performance
- Using analytics and reporting to improve CPQ
- Continuously improving CPQ processes
Module 10: Final Project
- Applying CPQ knowledge and skills to a real-world scenario
- Designing and implementing a CPQ solution
- Presenting the final project
- Receiving feedback and guidance from instructors
Course Features This course is designed to be: - Interactive: Engage with instructors and peers through discussion forums and live sessions
- Comprehensive: Covering all aspects of Salesforce CPQ implementation and administration
- Personalized: Tailored to meet the needs of individual participants
- Up-to-date: Incorporating the latest features and best practices
- Practical: Focusing on real-world applications and hands-on projects
- High-quality content: Developed by expert instructors with extensive experience in Salesforce CPQ
- Expert instructors: Providing guidance and support throughout the course
- Certification: Participants receive a certificate upon completion issued by The Art of Service
- Flexible learning: Access course materials and learn at your own pace
- User-friendly: Easy to navigate and use course materials
- Mobile-accessible: Access course materials on-the-go
- Community-driven: Connect with peers and instructors through discussion forums
- Actionable insights: Providing practical knowledge and skills to improve CPQ implementation and administration
- Hands-on projects: Applying CPQ knowledge and skills to real-world scenarios
- Bite-sized lessons: Breaking down complex topics into manageable chunks
- Lifetime access: Access course materials for a lifetime
- Gamification: Using game-like elements to enhance the learning experience
- Progress tracking: Monitoring progress and staying on track
What to Expect Upon completion of this course, participants will: - Have a comprehensive understanding of Salesforce CPQ implementation and administration
- Be able to design and implement a CPQ solution
- Have hands-on experience with CPQ configuration and management
- Be able to troubleshoot common CPQ issues
- Have access to a community of peers and experts for ongoing support
- Receive a certificate upon completion issued by The Art of Service
,
Module 1: Introduction to Salesforce CPQ
- Overview of Salesforce CPQ
- Benefits of using Salesforce CPQ
- Key features and functionalities
- Understanding the CPQ architecture
Module 2: Setting up Salesforce CPQ
- Configuring CPQ settings
- Setting up product catalog
- Creating price books
- Configuring quote templates
Module 3: Product Configuration
- Understanding product models
- Creating product options and features
- Configuring product rules
- Using product bundles
Module 4: Pricing and Discounting
- Understanding pricing models
- Configuring price rules
- Creating discount schedules
- Using pricing and discounting strategies
Module 5: Quote and Proposal Management
- Creating and managing quotes
- Configuring quote templates
- Using quote line editor
- Generating proposals
Module 6: Order Management
- Understanding order management
- Configuring order management settings
- Creating and managing orders
- Using order management best practices
Module 7: Integration and Data Management
- Understanding integration options
- Configuring integrations with other systems
- Using data import and export tools
- Managing data quality and integrity
Module 8: Advanced CPQ Topics
- Using advanced pricing and discounting features
- Configuring advanced product configuration options
- Using CPQ APIs and integrations
- Troubleshooting common CPQ issues
Module 9: Best Practices and Optimization
- Understanding CPQ best practices
- Optimizing CPQ performance
- Using analytics and reporting to improve CPQ
- Continuously improving CPQ processes
Module 10: Final Project
- Applying CPQ knowledge and skills to a real-world scenario
- Designing and implementing a CPQ solution
- Presenting the final project
- Receiving feedback and guidance from instructors
Course Features This course is designed to be: - Interactive: Engage with instructors and peers through discussion forums and live sessions
- Comprehensive: Covering all aspects of Salesforce CPQ implementation and administration
- Personalized: Tailored to meet the needs of individual participants
- Up-to-date: Incorporating the latest features and best practices
- Practical: Focusing on real-world applications and hands-on projects
- High-quality content: Developed by expert instructors with extensive experience in Salesforce CPQ
- Expert instructors: Providing guidance and support throughout the course
- Certification: Participants receive a certificate upon completion issued by The Art of Service
- Flexible learning: Access course materials and learn at your own pace
- User-friendly: Easy to navigate and use course materials
- Mobile-accessible: Access course materials on-the-go
- Community-driven: Connect with peers and instructors through discussion forums
- Actionable insights: Providing practical knowledge and skills to improve CPQ implementation and administration
- Hands-on projects: Applying CPQ knowledge and skills to real-world scenarios
- Bite-sized lessons: Breaking down complex topics into manageable chunks
- Lifetime access: Access course materials for a lifetime
- Gamification: Using game-like elements to enhance the learning experience
- Progress tracking: Monitoring progress and staying on track
What to Expect Upon completion of this course, participants will: - Have a comprehensive understanding of Salesforce CPQ implementation and administration
- Be able to design and implement a CPQ solution
- Have hands-on experience with CPQ configuration and management
- Be able to troubleshoot common CPQ issues
- Have access to a community of peers and experts for ongoing support
- Receive a certificate upon completion issued by The Art of Service
,
- Have a comprehensive understanding of Salesforce CPQ implementation and administration
- Be able to design and implement a CPQ solution
- Have hands-on experience with CPQ configuration and management
- Be able to troubleshoot common CPQ issues
- Have access to a community of peers and experts for ongoing support
- Receive a certificate upon completion issued by The Art of Service