Salesforce CPQ Mastery The Complete Guide to Closing Deals Faster with Automation
You're under pressure to close more deals, shorten your sales cycle, and deliver accurate quotes without errors. Every manual mistake erodes trust, every delay loses momentum, and every pricing inconsistency costs revenue. You need a system - not more guesswork. The reality is, most Salesforce users are stuck in outdated, error-prone quoting processes. They waste hours on spreadsheets, chase approvals, and miss closing dates because their tech stack doesn't work for them. But top performers aren't just working harder - they’re leveraging automation to move faster, win bigger, and scale with precision. Salesforce CPQ Mastery The Complete Guide to Closing Deals Faster with Automation is your step-by-step blueprint to transform from overwhelmed to in control. This course takes you from chaotic quoting to a fully automated, board-ready CPQ process in as little as 30 days, with a deployment-ready configuration plan. Jamie R., Sales Ops Lead at a global SaaS firm, used this exact methodology to reduce quote turnaround time from 5 days to under 4 hours. Her team saw a 37% increase in win rates within two quarters - all because the quoting process finally matched the speed of modern sales. This isn’t about theory. It’s about practical, battle-tested systems that align CPQ with revenue strategy, ensure pricing integrity, and eliminate manual bottlenecks. You’ll gain clarity on every configuration decision - no more second-guessing. The best part? These skills are rare, in-demand, and directly tied to revenue performance. CPQ expertise is one of the fastest paths to promotion or premium consulting opportunities in today’s market. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced Learning with Immediate Online Access
This course is designed for professionals who need flexibility without sacrificing results. Enroll once, and gain instant access to a comprehensive, meticulously structured program that adapts to your schedule, not the other way around. You can start today, progress at your own pace, and revisit materials whenever needed. There are no fixed start dates, no live sessions to attend, and no time zone barriers. Whether you’re working late after a sales cycle or studying during your commute, the platform works 24/7, globally. Mobile-Friendly, Lifetime Access with Continuous Updates
Once enrolled, you receive lifetime access to all course content, including future updates at zero additional cost. As Salesforce CPQ evolves, so will this course - ensuring your knowledge stays current and your certification remains relevant. The entire learning experience is fully responsive, meaning you can access every module, tool, and template from your phone, tablet, or laptop. No downloads. No installations. Just seamless, secure access from any device, anywhere in the world. Typical Completion Time & Real-World Results
Most learners complete the core curriculum in 4 to 6 weeks, dedicating 5 to 7 hours per week. However, many implement key automation workflows within the first 10 days, accelerating quote-to-cash timelines immediately. By Week 3, users consistently report having built at least one production-ready configuration, tested pricing rules, and created guided selling logic applicable to their actual business offerings. Direct Instructor Support & Guided Implementation
Every enrollee receives direct access to expert-led support throughout the course. Ask implementation questions, submit process flows for review, and receive actionable guidance tailored to your industry, product catalog, or org complexity. Support is delivered through structured feedback loops, detailed documentation, and curated reference examples - ensuring your questions are resolved with precision, not generic answers. Certificate of Completion Issued by The Art of Service
Upon finishing the course, you’ll earn a globally recognised Certificate of Completion issued by The Art of Service. This credential is trusted by enterprises, consulting firms, and hiring managers across industries and geographies. The certificate validates your ability to design, configure, and deploy Salesforce CPQ solutions that reduce errors, accelerate sales cycles, and align with enterprise revenue goals. It’s a proven differentiator on LinkedIn, resumes, and promotion discussions. Transparent, One-Time Pricing - No Hidden Fees
The price includes everything. No subscriptions. No surprise charges. No up-sells. What you see is what you get - full access, lifetime updates, and certification upon completion. Payment is secure and processed through trusted platforms. We accept Visa, Mastercard, and PayPal - all transactions are encrypted and fully compliant with global security standards. 100% Satisfaction Guarantee - Refunded if You’re Not Convinced
We stand behind the value of this course with a complete money-back guarantee. If you follow the curriculum, complete the exercises, and don’t feel confident in your CPQ implementation skills, we’ll refund every penny - no questions asked. This is risk reversal at its strongest. You have nothing to lose and a career-defining skill set to gain. What Happens After Enrollment
After enrollment, you’ll receive a confirmation email. Your course access details will be sent separately once your account is fully provisioned and the materials are ready for your review. This ensures a smooth, secure onboarding experience. Will This Work for Me? Here’s How We Ensure It Does.
Yes - this course is designed for real-world application, regardless of your current level. Whether you’re a Salesforce Admin transitioning to CPQ, a Sales Ops specialist streamlining quote processes, or a Consultant expanding your toolkit, the content is role-specific and outcome-focused. You’ll find templates for enterprise pricing models, guided setup workflows for subscription billing, and configuration strategies for complex product bundles - all based on live implementations from Fortune 500s to fast-growth startups. This works even if: you’ve never configured a pricing rule before, your org has multiple currencies and tax regimes, or you’re under pressure to deliver results in under 60 days. - You're not a developer - the course avoids code-heavy jargon and focuses on declarative, click-based configuration.
- You work in a regulated industry - compliant quoting, audit trails, and approval workflows are covered in depth.
- Your product catalog is complex - we show you how to model bundles, option constraints, and dependency rules with precision.
The goal is not just knowledge - it’s confidence. And with proven frameworks, structured implementation paths, and elite support, you’re not just learning CPQ, you’re mastering it.
Module 1: Foundations of Salesforce CPQ - Understanding the Quote-to-Cash lifecycle and where CPQ fits
- Core differences between Salesforce Sales Cloud and CPQ modules
- Licensing models and user access planning
- Key terminology: Quotes, Products, Price Books, Bundles, Options
- Architecture of a CPQ org: Data model overview
- Setting up your sandbox environment for safe testing
- Navigating the CPQ interface: Key tabs, menus, and workflows
- Enabling CPQ in your org: Pre-flight checklist
- Understanding managed vs. unmanaged packages
- Best practices for documentation and change control
Module 2: Product Catalog & Bundle Design - Structuring product categories and families
- Importing and managing products from external systems
- Creating product rules to enforce business logic
- Defining product options and feature dependencies
- Building dynamic bundles with configurable components
- Using feature constraints to control selection limits
- Setting up product optionality: Required, Optional, Disabled
- Configuring default selections and user prompts
- Implementing product compatibility rules
- Managing product versioning and retirement
- Using search filters to improve user experience
- Optimising product search with categories and keywords
- Creating product matrices for scalable offerings
- Integrating external product data sources
- Using product rules to hide or show items based on context
Module 3: Pricing Strategy & Configuration - Understanding list price, effective price, and customer price
- Setting up price books and multi-currency pricing
- Configuring discount schedules and tiered pricing
- Building formula fields for dynamic pricing calculations
- Creating price actions to modify values during quote entry
- Using price rules to automate discounts and adjustments
- Implementing approval thresholds for large discounts
- Setting up margin-based pricing guardrails
- Handling special pricing for partners and resellers
- Configuring promotional pricing and limited-time offers
- Managing price consistency across regions
- Using custom fields to track pricing rationale
- Creating audit trails for pricing changes
- Integrating with ERP systems for real-time cost data
- Building price waterfall models for executive reporting
Module 4: Quote Configuration & Automation - Creating and editing quotes in CPQ
- Adding products and bundles to quotes
- Using quote templates for consistent formatting
- Configuring quote terms and delivery schedules
- Automating quote number generation
- Setting default values for frequently used fields
- Using quote lifecycles: Draft, Approved, Closed
- Implementing quote status tracking and reminders
- Guided selling workflows using configurators
- Configuring auto-activated products based on selections
- Using configuration attributes to capture client inputs
- Setting up multi-site or multi-location quotes
- Generating quote documents with embedded logic
- Automating PDF generation and formatting rules
- Adding legal clauses and terms dynamically
Module 5: Approval Workflows & Governance - Designing multi-step approval processes
- Setting up approval rules based on discount levels
- Configuring parallel vs. sequential approvals
- Defining approver hierarchies and fallbacks
- Using lookup fields to assign approvers dynamically
- Tracking approval history and response times
- Integrating with Salesforce Flow for custom logic
- Setting reminders and escalations for stalled approvals
- Creating dashboard views for approval monitoring
- Ensuring compliance with SOX, GDPR, or industry standards
- Documenting approval policies and access controls
- Testing approval workflows in sandbox environments
- Handling re-submissions and version control
- Using approval status in reporting and forecasting
- Archiving approved quotes for audit readiness
Module 6: Discounting & Margin Control - Designing discounting strategies aligned with sales goals
- Setting up discount tiers by product category
- Configuring roll-up discounts at bundle level
- Using discount rules to prevent margin erosion
- Creating visibility into gross and net margins
- Setting alerts for low-margin quotes
- Linking margin data to approval requirements
- Tracking discount usage by sales rep or region
- Building historical discount benchmarks
- Preventing unauthorised discounting with validation rules
- Using advanced formulas to cap discount percentages
- Generating discount reports for leadership review
- Integrating with Salesforce Reports and Dashboards
- Training sales teams on discount governance
- Automating discount exceptions with case creation
Module 7: Contract Management & Renewals - Linking quotes to contracts in Salesforce
- Creating contract templates with dynamic clauses
- Setting auto-renewal flags and notification triggers
- Managing contract term lengths and end dates
- Automating renewal quote generation
- Tracking renewal risks and success rates
- Using opportunity splits for renewal ownership
- Configuring proration logic for mid-term changes
- Handling early termination fees and exit clauses
- Integrating with CPQ for renewal quotes
- Creating reporting views for contract health
- Setting up milestones for contract execution
- Managing amendment processes and version control
- Ensuring legal and finance team visibility
- Archiving expired contracts securely
Module 8: Advanced CPQ Automation - Building automation with CPQ Apex triggers
- Using workflows and process builders alongside CPQ
- Creating custom actions with CPQ APIs
- Automating quote syncing with external systems
- Setting up real-time inventory checks during quoting
- Using scheduled actions for follow-ups and alerts
- Triggering notifications based on quote status
- Integrating with marketing automation for onboarding
- Generating tasks and events post-acceptance
- Automating data cleanup and archiving routines
- Using field history tracking for change analysis
- Building audit logs for compliance reporting
- Enabling dynamic quote revisions with change tracking
- Using formula fields for intelligent defaults
- Configuring record-triggered automation for quotes
Module 9: Integration with Salesforce Ecosystem - Connecting CPQ with Salesforce Sales Cloud
- Syncing opportunities with quote records
- Mapping stages between opportunity and quote lifecycle
- Enabling quote creation from opportunity
- Pushing quote data back to opportunity on closure
- Integrating with Salesforce Service Cloud for post-sale support
- Linking service contracts to CPQ agreements
- Using Service Console for quote inquiries
- Connecting with Salesforce Marketing Cloud for customer journeys
- Triggering nurture campaigns based on quote status
- Integrating with Salesforce CPQ Billing for invoicing
- Mapping one-time vs. recurring revenue items
- Setting up automatic invoice generation rules
- Handling tax calculations in billing integrations
- Using connectors for NetSuite, SAP, or Oracle
Module 10: Integration with External Systems - Using REST APIs to connect CPQ with ERP
- Importing customer data from external CRMs
- Exporting quote data to financial planning tools
- Configuring middleware with MuleSoft or Informatica
- Setting up secure authentication with OAuth
- Handling data transformation and mapping
- Testing integration endpoints in sandbox
- Monitoring API usage and error logs
- Scheduling batch updates for product catalog sync
- Handling duplicate records and conflict resolution
- Implementing webhook notifications for quote events
- Creating fallback mechanisms for integration failures
- Using middleware logging for audit purposes
- Validating real-time pricing from external sources
- Ensuring data privacy and encryption in transit
Module 11: Salesforce CPQ Billing Configuration - Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Understanding the Quote-to-Cash lifecycle and where CPQ fits
- Core differences between Salesforce Sales Cloud and CPQ modules
- Licensing models and user access planning
- Key terminology: Quotes, Products, Price Books, Bundles, Options
- Architecture of a CPQ org: Data model overview
- Setting up your sandbox environment for safe testing
- Navigating the CPQ interface: Key tabs, menus, and workflows
- Enabling CPQ in your org: Pre-flight checklist
- Understanding managed vs. unmanaged packages
- Best practices for documentation and change control
Module 2: Product Catalog & Bundle Design - Structuring product categories and families
- Importing and managing products from external systems
- Creating product rules to enforce business logic
- Defining product options and feature dependencies
- Building dynamic bundles with configurable components
- Using feature constraints to control selection limits
- Setting up product optionality: Required, Optional, Disabled
- Configuring default selections and user prompts
- Implementing product compatibility rules
- Managing product versioning and retirement
- Using search filters to improve user experience
- Optimising product search with categories and keywords
- Creating product matrices for scalable offerings
- Integrating external product data sources
- Using product rules to hide or show items based on context
Module 3: Pricing Strategy & Configuration - Understanding list price, effective price, and customer price
- Setting up price books and multi-currency pricing
- Configuring discount schedules and tiered pricing
- Building formula fields for dynamic pricing calculations
- Creating price actions to modify values during quote entry
- Using price rules to automate discounts and adjustments
- Implementing approval thresholds for large discounts
- Setting up margin-based pricing guardrails
- Handling special pricing for partners and resellers
- Configuring promotional pricing and limited-time offers
- Managing price consistency across regions
- Using custom fields to track pricing rationale
- Creating audit trails for pricing changes
- Integrating with ERP systems for real-time cost data
- Building price waterfall models for executive reporting
Module 4: Quote Configuration & Automation - Creating and editing quotes in CPQ
- Adding products and bundles to quotes
- Using quote templates for consistent formatting
- Configuring quote terms and delivery schedules
- Automating quote number generation
- Setting default values for frequently used fields
- Using quote lifecycles: Draft, Approved, Closed
- Implementing quote status tracking and reminders
- Guided selling workflows using configurators
- Configuring auto-activated products based on selections
- Using configuration attributes to capture client inputs
- Setting up multi-site or multi-location quotes
- Generating quote documents with embedded logic
- Automating PDF generation and formatting rules
- Adding legal clauses and terms dynamically
Module 5: Approval Workflows & Governance - Designing multi-step approval processes
- Setting up approval rules based on discount levels
- Configuring parallel vs. sequential approvals
- Defining approver hierarchies and fallbacks
- Using lookup fields to assign approvers dynamically
- Tracking approval history and response times
- Integrating with Salesforce Flow for custom logic
- Setting reminders and escalations for stalled approvals
- Creating dashboard views for approval monitoring
- Ensuring compliance with SOX, GDPR, or industry standards
- Documenting approval policies and access controls
- Testing approval workflows in sandbox environments
- Handling re-submissions and version control
- Using approval status in reporting and forecasting
- Archiving approved quotes for audit readiness
Module 6: Discounting & Margin Control - Designing discounting strategies aligned with sales goals
- Setting up discount tiers by product category
- Configuring roll-up discounts at bundle level
- Using discount rules to prevent margin erosion
- Creating visibility into gross and net margins
- Setting alerts for low-margin quotes
- Linking margin data to approval requirements
- Tracking discount usage by sales rep or region
- Building historical discount benchmarks
- Preventing unauthorised discounting with validation rules
- Using advanced formulas to cap discount percentages
- Generating discount reports for leadership review
- Integrating with Salesforce Reports and Dashboards
- Training sales teams on discount governance
- Automating discount exceptions with case creation
Module 7: Contract Management & Renewals - Linking quotes to contracts in Salesforce
- Creating contract templates with dynamic clauses
- Setting auto-renewal flags and notification triggers
- Managing contract term lengths and end dates
- Automating renewal quote generation
- Tracking renewal risks and success rates
- Using opportunity splits for renewal ownership
- Configuring proration logic for mid-term changes
- Handling early termination fees and exit clauses
- Integrating with CPQ for renewal quotes
- Creating reporting views for contract health
- Setting up milestones for contract execution
- Managing amendment processes and version control
- Ensuring legal and finance team visibility
- Archiving expired contracts securely
Module 8: Advanced CPQ Automation - Building automation with CPQ Apex triggers
- Using workflows and process builders alongside CPQ
- Creating custom actions with CPQ APIs
- Automating quote syncing with external systems
- Setting up real-time inventory checks during quoting
- Using scheduled actions for follow-ups and alerts
- Triggering notifications based on quote status
- Integrating with marketing automation for onboarding
- Generating tasks and events post-acceptance
- Automating data cleanup and archiving routines
- Using field history tracking for change analysis
- Building audit logs for compliance reporting
- Enabling dynamic quote revisions with change tracking
- Using formula fields for intelligent defaults
- Configuring record-triggered automation for quotes
Module 9: Integration with Salesforce Ecosystem - Connecting CPQ with Salesforce Sales Cloud
- Syncing opportunities with quote records
- Mapping stages between opportunity and quote lifecycle
- Enabling quote creation from opportunity
- Pushing quote data back to opportunity on closure
- Integrating with Salesforce Service Cloud for post-sale support
- Linking service contracts to CPQ agreements
- Using Service Console for quote inquiries
- Connecting with Salesforce Marketing Cloud for customer journeys
- Triggering nurture campaigns based on quote status
- Integrating with Salesforce CPQ Billing for invoicing
- Mapping one-time vs. recurring revenue items
- Setting up automatic invoice generation rules
- Handling tax calculations in billing integrations
- Using connectors for NetSuite, SAP, or Oracle
Module 10: Integration with External Systems - Using REST APIs to connect CPQ with ERP
- Importing customer data from external CRMs
- Exporting quote data to financial planning tools
- Configuring middleware with MuleSoft or Informatica
- Setting up secure authentication with OAuth
- Handling data transformation and mapping
- Testing integration endpoints in sandbox
- Monitoring API usage and error logs
- Scheduling batch updates for product catalog sync
- Handling duplicate records and conflict resolution
- Implementing webhook notifications for quote events
- Creating fallback mechanisms for integration failures
- Using middleware logging for audit purposes
- Validating real-time pricing from external sources
- Ensuring data privacy and encryption in transit
Module 11: Salesforce CPQ Billing Configuration - Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Understanding list price, effective price, and customer price
- Setting up price books and multi-currency pricing
- Configuring discount schedules and tiered pricing
- Building formula fields for dynamic pricing calculations
- Creating price actions to modify values during quote entry
- Using price rules to automate discounts and adjustments
- Implementing approval thresholds for large discounts
- Setting up margin-based pricing guardrails
- Handling special pricing for partners and resellers
- Configuring promotional pricing and limited-time offers
- Managing price consistency across regions
- Using custom fields to track pricing rationale
- Creating audit trails for pricing changes
- Integrating with ERP systems for real-time cost data
- Building price waterfall models for executive reporting
Module 4: Quote Configuration & Automation - Creating and editing quotes in CPQ
- Adding products and bundles to quotes
- Using quote templates for consistent formatting
- Configuring quote terms and delivery schedules
- Automating quote number generation
- Setting default values for frequently used fields
- Using quote lifecycles: Draft, Approved, Closed
- Implementing quote status tracking and reminders
- Guided selling workflows using configurators
- Configuring auto-activated products based on selections
- Using configuration attributes to capture client inputs
- Setting up multi-site or multi-location quotes
- Generating quote documents with embedded logic
- Automating PDF generation and formatting rules
- Adding legal clauses and terms dynamically
Module 5: Approval Workflows & Governance - Designing multi-step approval processes
- Setting up approval rules based on discount levels
- Configuring parallel vs. sequential approvals
- Defining approver hierarchies and fallbacks
- Using lookup fields to assign approvers dynamically
- Tracking approval history and response times
- Integrating with Salesforce Flow for custom logic
- Setting reminders and escalations for stalled approvals
- Creating dashboard views for approval monitoring
- Ensuring compliance with SOX, GDPR, or industry standards
- Documenting approval policies and access controls
- Testing approval workflows in sandbox environments
- Handling re-submissions and version control
- Using approval status in reporting and forecasting
- Archiving approved quotes for audit readiness
Module 6: Discounting & Margin Control - Designing discounting strategies aligned with sales goals
- Setting up discount tiers by product category
- Configuring roll-up discounts at bundle level
- Using discount rules to prevent margin erosion
- Creating visibility into gross and net margins
- Setting alerts for low-margin quotes
- Linking margin data to approval requirements
- Tracking discount usage by sales rep or region
- Building historical discount benchmarks
- Preventing unauthorised discounting with validation rules
- Using advanced formulas to cap discount percentages
- Generating discount reports for leadership review
- Integrating with Salesforce Reports and Dashboards
- Training sales teams on discount governance
- Automating discount exceptions with case creation
Module 7: Contract Management & Renewals - Linking quotes to contracts in Salesforce
- Creating contract templates with dynamic clauses
- Setting auto-renewal flags and notification triggers
- Managing contract term lengths and end dates
- Automating renewal quote generation
- Tracking renewal risks and success rates
- Using opportunity splits for renewal ownership
- Configuring proration logic for mid-term changes
- Handling early termination fees and exit clauses
- Integrating with CPQ for renewal quotes
- Creating reporting views for contract health
- Setting up milestones for contract execution
- Managing amendment processes and version control
- Ensuring legal and finance team visibility
- Archiving expired contracts securely
Module 8: Advanced CPQ Automation - Building automation with CPQ Apex triggers
- Using workflows and process builders alongside CPQ
- Creating custom actions with CPQ APIs
- Automating quote syncing with external systems
- Setting up real-time inventory checks during quoting
- Using scheduled actions for follow-ups and alerts
- Triggering notifications based on quote status
- Integrating with marketing automation for onboarding
- Generating tasks and events post-acceptance
- Automating data cleanup and archiving routines
- Using field history tracking for change analysis
- Building audit logs for compliance reporting
- Enabling dynamic quote revisions with change tracking
- Using formula fields for intelligent defaults
- Configuring record-triggered automation for quotes
Module 9: Integration with Salesforce Ecosystem - Connecting CPQ with Salesforce Sales Cloud
- Syncing opportunities with quote records
- Mapping stages between opportunity and quote lifecycle
- Enabling quote creation from opportunity
- Pushing quote data back to opportunity on closure
- Integrating with Salesforce Service Cloud for post-sale support
- Linking service contracts to CPQ agreements
- Using Service Console for quote inquiries
- Connecting with Salesforce Marketing Cloud for customer journeys
- Triggering nurture campaigns based on quote status
- Integrating with Salesforce CPQ Billing for invoicing
- Mapping one-time vs. recurring revenue items
- Setting up automatic invoice generation rules
- Handling tax calculations in billing integrations
- Using connectors for NetSuite, SAP, or Oracle
Module 10: Integration with External Systems - Using REST APIs to connect CPQ with ERP
- Importing customer data from external CRMs
- Exporting quote data to financial planning tools
- Configuring middleware with MuleSoft or Informatica
- Setting up secure authentication with OAuth
- Handling data transformation and mapping
- Testing integration endpoints in sandbox
- Monitoring API usage and error logs
- Scheduling batch updates for product catalog sync
- Handling duplicate records and conflict resolution
- Implementing webhook notifications for quote events
- Creating fallback mechanisms for integration failures
- Using middleware logging for audit purposes
- Validating real-time pricing from external sources
- Ensuring data privacy and encryption in transit
Module 11: Salesforce CPQ Billing Configuration - Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Designing multi-step approval processes
- Setting up approval rules based on discount levels
- Configuring parallel vs. sequential approvals
- Defining approver hierarchies and fallbacks
- Using lookup fields to assign approvers dynamically
- Tracking approval history and response times
- Integrating with Salesforce Flow for custom logic
- Setting reminders and escalations for stalled approvals
- Creating dashboard views for approval monitoring
- Ensuring compliance with SOX, GDPR, or industry standards
- Documenting approval policies and access controls
- Testing approval workflows in sandbox environments
- Handling re-submissions and version control
- Using approval status in reporting and forecasting
- Archiving approved quotes for audit readiness
Module 6: Discounting & Margin Control - Designing discounting strategies aligned with sales goals
- Setting up discount tiers by product category
- Configuring roll-up discounts at bundle level
- Using discount rules to prevent margin erosion
- Creating visibility into gross and net margins
- Setting alerts for low-margin quotes
- Linking margin data to approval requirements
- Tracking discount usage by sales rep or region
- Building historical discount benchmarks
- Preventing unauthorised discounting with validation rules
- Using advanced formulas to cap discount percentages
- Generating discount reports for leadership review
- Integrating with Salesforce Reports and Dashboards
- Training sales teams on discount governance
- Automating discount exceptions with case creation
Module 7: Contract Management & Renewals - Linking quotes to contracts in Salesforce
- Creating contract templates with dynamic clauses
- Setting auto-renewal flags and notification triggers
- Managing contract term lengths and end dates
- Automating renewal quote generation
- Tracking renewal risks and success rates
- Using opportunity splits for renewal ownership
- Configuring proration logic for mid-term changes
- Handling early termination fees and exit clauses
- Integrating with CPQ for renewal quotes
- Creating reporting views for contract health
- Setting up milestones for contract execution
- Managing amendment processes and version control
- Ensuring legal and finance team visibility
- Archiving expired contracts securely
Module 8: Advanced CPQ Automation - Building automation with CPQ Apex triggers
- Using workflows and process builders alongside CPQ
- Creating custom actions with CPQ APIs
- Automating quote syncing with external systems
- Setting up real-time inventory checks during quoting
- Using scheduled actions for follow-ups and alerts
- Triggering notifications based on quote status
- Integrating with marketing automation for onboarding
- Generating tasks and events post-acceptance
- Automating data cleanup and archiving routines
- Using field history tracking for change analysis
- Building audit logs for compliance reporting
- Enabling dynamic quote revisions with change tracking
- Using formula fields for intelligent defaults
- Configuring record-triggered automation for quotes
Module 9: Integration with Salesforce Ecosystem - Connecting CPQ with Salesforce Sales Cloud
- Syncing opportunities with quote records
- Mapping stages between opportunity and quote lifecycle
- Enabling quote creation from opportunity
- Pushing quote data back to opportunity on closure
- Integrating with Salesforce Service Cloud for post-sale support
- Linking service contracts to CPQ agreements
- Using Service Console for quote inquiries
- Connecting with Salesforce Marketing Cloud for customer journeys
- Triggering nurture campaigns based on quote status
- Integrating with Salesforce CPQ Billing for invoicing
- Mapping one-time vs. recurring revenue items
- Setting up automatic invoice generation rules
- Handling tax calculations in billing integrations
- Using connectors for NetSuite, SAP, or Oracle
Module 10: Integration with External Systems - Using REST APIs to connect CPQ with ERP
- Importing customer data from external CRMs
- Exporting quote data to financial planning tools
- Configuring middleware with MuleSoft or Informatica
- Setting up secure authentication with OAuth
- Handling data transformation and mapping
- Testing integration endpoints in sandbox
- Monitoring API usage and error logs
- Scheduling batch updates for product catalog sync
- Handling duplicate records and conflict resolution
- Implementing webhook notifications for quote events
- Creating fallback mechanisms for integration failures
- Using middleware logging for audit purposes
- Validating real-time pricing from external sources
- Ensuring data privacy and encryption in transit
Module 11: Salesforce CPQ Billing Configuration - Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Linking quotes to contracts in Salesforce
- Creating contract templates with dynamic clauses
- Setting auto-renewal flags and notification triggers
- Managing contract term lengths and end dates
- Automating renewal quote generation
- Tracking renewal risks and success rates
- Using opportunity splits for renewal ownership
- Configuring proration logic for mid-term changes
- Handling early termination fees and exit clauses
- Integrating with CPQ for renewal quotes
- Creating reporting views for contract health
- Setting up milestones for contract execution
- Managing amendment processes and version control
- Ensuring legal and finance team visibility
- Archiving expired contracts securely
Module 8: Advanced CPQ Automation - Building automation with CPQ Apex triggers
- Using workflows and process builders alongside CPQ
- Creating custom actions with CPQ APIs
- Automating quote syncing with external systems
- Setting up real-time inventory checks during quoting
- Using scheduled actions for follow-ups and alerts
- Triggering notifications based on quote status
- Integrating with marketing automation for onboarding
- Generating tasks and events post-acceptance
- Automating data cleanup and archiving routines
- Using field history tracking for change analysis
- Building audit logs for compliance reporting
- Enabling dynamic quote revisions with change tracking
- Using formula fields for intelligent defaults
- Configuring record-triggered automation for quotes
Module 9: Integration with Salesforce Ecosystem - Connecting CPQ with Salesforce Sales Cloud
- Syncing opportunities with quote records
- Mapping stages between opportunity and quote lifecycle
- Enabling quote creation from opportunity
- Pushing quote data back to opportunity on closure
- Integrating with Salesforce Service Cloud for post-sale support
- Linking service contracts to CPQ agreements
- Using Service Console for quote inquiries
- Connecting with Salesforce Marketing Cloud for customer journeys
- Triggering nurture campaigns based on quote status
- Integrating with Salesforce CPQ Billing for invoicing
- Mapping one-time vs. recurring revenue items
- Setting up automatic invoice generation rules
- Handling tax calculations in billing integrations
- Using connectors for NetSuite, SAP, or Oracle
Module 10: Integration with External Systems - Using REST APIs to connect CPQ with ERP
- Importing customer data from external CRMs
- Exporting quote data to financial planning tools
- Configuring middleware with MuleSoft or Informatica
- Setting up secure authentication with OAuth
- Handling data transformation and mapping
- Testing integration endpoints in sandbox
- Monitoring API usage and error logs
- Scheduling batch updates for product catalog sync
- Handling duplicate records and conflict resolution
- Implementing webhook notifications for quote events
- Creating fallback mechanisms for integration failures
- Using middleware logging for audit purposes
- Validating real-time pricing from external sources
- Ensuring data privacy and encryption in transit
Module 11: Salesforce CPQ Billing Configuration - Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Connecting CPQ with Salesforce Sales Cloud
- Syncing opportunities with quote records
- Mapping stages between opportunity and quote lifecycle
- Enabling quote creation from opportunity
- Pushing quote data back to opportunity on closure
- Integrating with Salesforce Service Cloud for post-sale support
- Linking service contracts to CPQ agreements
- Using Service Console for quote inquiries
- Connecting with Salesforce Marketing Cloud for customer journeys
- Triggering nurture campaigns based on quote status
- Integrating with Salesforce CPQ Billing for invoicing
- Mapping one-time vs. recurring revenue items
- Setting up automatic invoice generation rules
- Handling tax calculations in billing integrations
- Using connectors for NetSuite, SAP, or Oracle
Module 10: Integration with External Systems - Using REST APIs to connect CPQ with ERP
- Importing customer data from external CRMs
- Exporting quote data to financial planning tools
- Configuring middleware with MuleSoft or Informatica
- Setting up secure authentication with OAuth
- Handling data transformation and mapping
- Testing integration endpoints in sandbox
- Monitoring API usage and error logs
- Scheduling batch updates for product catalog sync
- Handling duplicate records and conflict resolution
- Implementing webhook notifications for quote events
- Creating fallback mechanisms for integration failures
- Using middleware logging for audit purposes
- Validating real-time pricing from external sources
- Ensuring data privacy and encryption in transit
Module 11: Salesforce CPQ Billing Configuration - Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Understanding one-time, recurring, and usage-based pricing
- Setting up billing frequency and timing rules
- Configuring invoice templates and line item formatting
- Creating tax rules based on jurisdiction
- Integrating with Avalara or Vertex for tax compliance
- Managing multi-currency invoicing
- Setting up dunning and payment reminder workflows
- Handling partial payments and credit notes
- Linking invoices to payment gateways
- Using billing segments for enterprise clients
- Managing downgrades, upgrades, and proration
- Configuring billing alerts for delinquency
- Generating revenue recognition schedules
- Exporting billing data to GL systems
- Validating billing runs before finalisation
Module 12: Reporting, Analytics & Forecasting - Building CPQ-specific reports in Salesforce
- Creating dashboards for quote conversion rates
- Tracking average quote-to-close time
- Analysing discounting patterns by rep or region
- Measuring CPQ adoption across sales teams
- Monitoring approval process efficiency
- Setting up KPIs for quote accuracy and speed
- Linking CPQ data to revenue forecasting models
- Creating waterfall reports: List Price to Net Price
- Using custom report types for CPQ objects
- Building executive summary dashboards
- Exporting reports for board meetings
- Scheduling automated report delivery
- Using Einstein Analytics for predictive insights
- Identifying bottlenecks in the quoting process
Module 13: User Adoption & Training Strategy - Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Designing CPQ onboarding for sales reps
- Creating role-specific training materials
- Building quick-reference guides and checklists
- Setting up sandbox environments for practice
- Conducting hands-on configuration workshops
- Measuring user proficiency with quizzes
- Using gamification to boost engagement
- Tracking login frequency and module completion
- Providing just-in-time help through tooltips
- Creating a CPQ knowledge base in Salesforce
- Assigning CPQ champions per sales team
- Gathering feedback for continuous improvement
- Running adoption campaigns with incentives
- Monitoring support ticket trends for gaps
- Scheduling refresher training quarterly
Module 14: Implementation Planning & Go-Live - Building a CPQ implementation project plan
- Defining scope, stakeholders, and timelines
- Conducting discovery workshops with sales and finance
- Documenting current state vs. target state
- Identifying integration touchpoints
- Creating a data migration strategy
- Mapping legacy contracts and quotes
- Testing in staging environments before production
- Running user acceptance testing (UAT) with real scenarios
- Preparing rollback plans for critical failures
- Setting up monitoring for post-go-live stability
- Creating standard operating procedures (SOPs)
- Training super users and support teams
- Announcing launch with internal comms plan
- Establishing key success metrics for 30-60-90 days
Module 15: Security, Compliance & Best Practices - Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices
Module 16: Certification Preparation & Career Advancement - Overview of The Art of Service Certification process
- Requirements for earning the Certificate of Completion
- Submitting your final project for evaluation
- Reviewing common exam topics and scenarios
- Practicing with real-world implementation challenges
- Preparing documentation for audit review
- Using the certificate to showcase expertise on LinkedIn
- Negotiating higher salaries with credential validation
- Transitioning into CPQ consulting roles
- Building a portfolio of CPQ configurations
- Joining the global alumni network
- Accessing post-course resources and updates
- Leveraging certification in job applications
- Using case studies to demonstrate ROI to employers
- Securing internal promotions with proven skills
- Setting up role-based access to CPQ data
- Configuring sharing rules for quotes and contracts
- Using permission sets for granular control
- Enabling field-level security for sensitive pricing
- Managing audit trails with field history tracking
- Ensuring compliance with data privacy laws
- Configuring consent management for communications
- Setting up IP restrictions for CPQ access
- Enforcing two-factor authentication for admins
- Using health check tools to identify vulnerabilities
- Reviewing Salesforce security best practices
- Scheduling regular security audits
- Backups and data recovery procedures
- Documenting security policies for stakeholders
- Training teams on secure quoting practices