Salesforce Quote to Cash: A Complete Guide
You’re under pressure. Deadlines are tight, stakeholders demand visibility, and the Quote to Cash process feels like a collection of siloed steps instead of a streamlined engine driving revenue. One missed approval, one misconfigured product bundle, one delayed contract sync. It derails the entire cycle, costs time, and erodes trust. Worse, you’re not alone. Most Salesforce professionals know the tools but struggle with alignment across Sales, Finance, Legal, and Billing. The result? Lost deals, revenue leakage, and customers frustrated by inaccuracies in what they were promised versus what they’re charged. What if you could master the end-to-end flow - from initial quote to cash collected - with surgical precision? What if you could configure, optimise, and troubleshoot every stage, ensuring flawless execution while earning recognition as the go-to expert? Meet Salesforce Quote to Cash: A Complete Guide, a meticulously engineered course that transforms confusion into clarity, complexity into confidence. This isn’t theory. It’s a battle-tested blueprint used by revenue operations leaders to align teams, accelerate deal velocity, and eliminate post-sale discrepancies. One learner, a Salesforce Administrator at a global SaaS firm, used this method to reduce quote-to-invoice errors by 94% and cut month-end close time by 11 days. Another, a Solution Architect, leveraged the framework to lead a $2.3M digital transformation initiative focused on QTC automation, earning a promotion within six months. This course delivers a proven path from fragmented processes to a unified, scalable Quote to Cash system, giving you a board-ready implementation strategy, mastery of Salesforce CPQ and Billing integrations, and operational fluency across every phase. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-paced, on-demand learning with immediate online access. Your schedule, your pace. No rigid timelines, no live sessions to miss. You determine how quickly you move through the material, with most professionals achieving meaningful progress in under two weeks and full proficiency in 60 days or less. Lifetime Access & Continual Updates
Enrol once, learn forever. Receive lifetime access to all materials, including future updates at no additional cost. Salesforce evolves - your training should too. We continuously refine this course based on platform changes, customer feedback, and industry best practices, ensuring your knowledge stays ahead of the curve. Global, Mobile-Friendly Learning
Access your course anytime, anywhere, from any device. Whether you're on a desktop in London, a tablet in Singapore, or your phone between meetings in New York, the system adapts seamlessly. 24/7 availability means you learn when it works for you - during commutes, after hours, or during peak workflow gaps. Expert-Led Guidance & Direct Support
You are not learning in isolation. This course includes direct access to instructor-moderated support channels. Get answers to specific configuration questions, implementation challenges, and real-world scenario guidance. Whether you're stuck on product scheduler rules or tax integration logic, expert responses are built into the learning journey. Certificate of Completion from The Art of Service
Upon finishing, earn a Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by enterprises in 80+ countries. This is not a participation badge. It validates mastery of a comprehensive, industry-aligned curriculum and signals to employers and clients that you operate at the highest standard of Salesforce QTC professionalism. Zero-Risk Enrollment with Full Money-Back Guarantee
We eliminate all risk. If you complete the first three modules and don’t believe this course will transform your expertise and impact, request a full refund. No questions, no friction. This is our promise: you either gain immediate, actionable value or walk away with your investment returned. - Pricing is transparent, one-time, and free of hidden fees
- Secure payments accepted via Visa, Mastercard, and PayPal
- After enrolment, you’ll receive a confirmation email, with access details sent separately once your course materials are fully provisioned
This Works Even If…
You're new to Salesforce CPQ, haven’t touched Billing before, or work in a highly customised org with legacy integrations. This course starts at the foundational level and scales with you. We include role-specific pathways for Salesforce Administrators, Developers, Consultants, and Revenue Operations Managers - with checklists, decision trees, and configuration templates tailored to your position and responsibility. Over 2,700 learners have used this exact structure to deploy, audit, or optimise their QTC process across industries from fintech to healthcare. Feedback consistently highlights the clarity of step-by-step workflows, the precision of mapping between Salesforce objects, and the confidence gained in navigating cross-functional dependencies. You’re not buying information. You’re gaining a proven, implementable system with certification, ongoing updates, and institutional credibility - all designed to give you a competitive edge that compounds throughout your career. Let’s dive into what you’ll master.
Module 1: Foundations of Quote to Cash - Understanding the end-to-end QTC lifecycle
- Differentiating Quote to Cash from Order to Cash
- Core stakeholders across Sales, Finance, Legal, and IT
- Mapping organisational pain points to QTC stages
- Revenue recognition principles and their impact on QTC
- Key KPIs: quote velocity, approval time, billing accuracy
- Common pitfalls in misaligned QTC processes
- Role of automation in reducing manual errors
- Overview of Salesforce-native QTC capabilities
- Integration landscape: ERP, tax engines, provisioning
Module 2: Salesforce CPQ Fundamentals - Introduction to Salesforce CPQ architecture
- How CPQ fits within the broader Sales Cloud
- Licensing models and edition compatibility
- Key objects: Quote, Quote Line, Product, Price Book
- Setting up the CPQ managed package
- Enabling multi-currency and multi-language support
- Configuring basic product catalogues
- Creating global discount schedules
- Understanding product families and categories
- Setting up default price books and activation
- Importing existing products via data loader
- Defining active and obsolete products
- Using product search filters for sales efficiency
- Configuring product codes and SKUs
- Managing renewal products and upgrades
Module 3: Product Configuration & Bundling - Creating configurable products and features
- Defining option constraints: selected vs required
- Using feature rules to control product visibility
- Product rule types: validation, selection, alert
- Building error conditions for invalid combinations
- Using lookup queries in rule conditions
- Configuring bundle pricing models
- Implementing dynamic pricing based on volume
- Setting up parent-child product hierarchies
- Managing option quantity constraints
- Using the product option layout for usability
- Creating pre-defined bundle templates
- Handling add-on products and accessories
- Managing subscription and one-time fee products
- Implementing cross-sell and up-sell bundles
- Testing configuration logic in sandbox
Module 4: Pricing & Discounting Strategies - Pricelist hierarchy: standard, customer-specific, promotional
- Setting up discount tiers and approval thresholds
- Managing margin-based pricing controls
- Creating price rules with formula fields
- Using price actions to override default values
- Implementing tiered and volume-based pricing
- Configuring discount scheduling by date range
- Handling promotional pricing windows
- Setting up customer-specific discounts
- Using guided selling to recommend pricing
- Managing discount caps and guardrails
- Integrating with external pricing systems
- Automating price approvals above thresholds
- Logging discount justification notes
- Reporting on discount usage and approval rates
- Preventing unauthorised price overrides
Module 5: Quote Management & Lifecycle - Creating and editing quotes from opportunities
- Managing quote status transitions
- Differences between draft, approved, and expired quotes
- Setting quote validity periods
- Adding terms and conditions to quotes
- Configuring default quote templates
- Customising quote PDF output fields
- Branding quote documents with company logo
- Automating quote number generation
- Scheduling quote reminders before expiry
- Enabling e-signature integrations
- Managing quote versioning and audit trails
- Using quote calculator to preview totals
- Handling prorated charges for mid-cycle changes
- Generating renewal quotes automatically
- Integrating quote comments with Chatter
Module 6: Approval Workflows & Automation - Building quote approval processes by amount
- Defining approver roles and escalation paths
- Setting up conditional approval rules
- Integrating with Salesforce Flow for custom logic
- Configuring email alerts for pending approvals
- Managing delegated approvers
- Using approval matrices for multi-level validation
- Tracking approval history and response times
- Bypassing approvals for trusted accounts
- Automating re-submission after edits
- Logging rationale for discount approvals
- Setting up automatic rejection after timeout
- Integrating with external approval systems
- Monitoring approval bottlenecks with reports
- Reducing cycle time through parallel approvals
- Using Flow to auto-approve low-risk quotes
Module 7: Contract Management Integration - Linking quotes to Salesforce Contracts
- Creating contract records from approved quotes
- Using Contract Line Items for service tracking
- Setting contract start and end dates
- Automating contract renewal workflows
- Integrating with DocuSign or Adobe Sign
- Populating contract fields from quote data
- Tracking审批 status in real time
- Managing auto-renewal clauses
- Setting up contract amendment processes
- Linking multiple quotes to one contract
- Handling evergreen and fixed-term contracts
- Using contract templates for consistency
- Assigning contract owners and reviewers
- Creating audit trails for changes
- Reporting on contract compliance
Module 8: Order Generation & Fulfilment - Converting approved quotes to orders
- Managing order line item sync with products
- Handling partial order generation
- Setting order activation rules
- Defining fulfilment dates and milestones
- Integrating with fulfilment systems via API
- Tracking order status: draft, activated, cancelled
- Automating order number sequences
- Managing order amendments and reversals
- Linking orders to service provisioning
- Handling backorders and inventory checks
- Using order actions for custom status updates
- Ensuring audit compliance for order changes
- Reporting on order cycle time
- Scheduling order reminders for renewal
- Setting up order approval workflows
Module 9: Salesforce Billing Core Concepts - Introduction to Salesforce Billing and Zuora comparison
- Key objects: Bill, Invoice, Payment, Invoice Line
- Setting up billing sites and customer accounts
- Configuring billing timing: immediate vs deferred
- Managing billing frequency: monthly, quarterly, annual
- Handling one-time vs recurring charges
- Setting up invoice delivery methods: email, portal
- Mapping quote line to invoice line fields
- Defining tax treatment by product or region
- Configuring currency and payment terms
- Using invoice watermarks for status
- Generating draft invoices for review
- Setting up auto-bill rules by schedule
- Managing invoice grouping logic
- Handling failed invoice generations
- Monitoring billing job logs
Module 10: Invoicing & Payment Processing - Creating manual and automated invoices
- Setting up payment terms: Net 30, upfront, milestone
- Integrating with payment gateways: Stripe, Adyen
- Recording partial and full payments
- Applying credit memos and discounts post-invoice
- Handling refunds and chargebacks
- Managing dunning notices for overdue invoices
- Configuring auto-reminders by days past due
- Generating aged receivables reports
- Reconciling payments with accounting systems
- Syncing with NetSuite, SAP, or Oracle
- Setting up write-off approval processes
- Tracking payment methods: ACH, credit card, wire
- Using payment allocators for complex cases
- Reporting on cash collection efficiency
- Forecasting cash flow from open invoices
Module 11: Revenue Recognition & GAAP Compliance - Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Understanding the end-to-end QTC lifecycle
- Differentiating Quote to Cash from Order to Cash
- Core stakeholders across Sales, Finance, Legal, and IT
- Mapping organisational pain points to QTC stages
- Revenue recognition principles and their impact on QTC
- Key KPIs: quote velocity, approval time, billing accuracy
- Common pitfalls in misaligned QTC processes
- Role of automation in reducing manual errors
- Overview of Salesforce-native QTC capabilities
- Integration landscape: ERP, tax engines, provisioning
Module 2: Salesforce CPQ Fundamentals - Introduction to Salesforce CPQ architecture
- How CPQ fits within the broader Sales Cloud
- Licensing models and edition compatibility
- Key objects: Quote, Quote Line, Product, Price Book
- Setting up the CPQ managed package
- Enabling multi-currency and multi-language support
- Configuring basic product catalogues
- Creating global discount schedules
- Understanding product families and categories
- Setting up default price books and activation
- Importing existing products via data loader
- Defining active and obsolete products
- Using product search filters for sales efficiency
- Configuring product codes and SKUs
- Managing renewal products and upgrades
Module 3: Product Configuration & Bundling - Creating configurable products and features
- Defining option constraints: selected vs required
- Using feature rules to control product visibility
- Product rule types: validation, selection, alert
- Building error conditions for invalid combinations
- Using lookup queries in rule conditions
- Configuring bundle pricing models
- Implementing dynamic pricing based on volume
- Setting up parent-child product hierarchies
- Managing option quantity constraints
- Using the product option layout for usability
- Creating pre-defined bundle templates
- Handling add-on products and accessories
- Managing subscription and one-time fee products
- Implementing cross-sell and up-sell bundles
- Testing configuration logic in sandbox
Module 4: Pricing & Discounting Strategies - Pricelist hierarchy: standard, customer-specific, promotional
- Setting up discount tiers and approval thresholds
- Managing margin-based pricing controls
- Creating price rules with formula fields
- Using price actions to override default values
- Implementing tiered and volume-based pricing
- Configuring discount scheduling by date range
- Handling promotional pricing windows
- Setting up customer-specific discounts
- Using guided selling to recommend pricing
- Managing discount caps and guardrails
- Integrating with external pricing systems
- Automating price approvals above thresholds
- Logging discount justification notes
- Reporting on discount usage and approval rates
- Preventing unauthorised price overrides
Module 5: Quote Management & Lifecycle - Creating and editing quotes from opportunities
- Managing quote status transitions
- Differences between draft, approved, and expired quotes
- Setting quote validity periods
- Adding terms and conditions to quotes
- Configuring default quote templates
- Customising quote PDF output fields
- Branding quote documents with company logo
- Automating quote number generation
- Scheduling quote reminders before expiry
- Enabling e-signature integrations
- Managing quote versioning and audit trails
- Using quote calculator to preview totals
- Handling prorated charges for mid-cycle changes
- Generating renewal quotes automatically
- Integrating quote comments with Chatter
Module 6: Approval Workflows & Automation - Building quote approval processes by amount
- Defining approver roles and escalation paths
- Setting up conditional approval rules
- Integrating with Salesforce Flow for custom logic
- Configuring email alerts for pending approvals
- Managing delegated approvers
- Using approval matrices for multi-level validation
- Tracking approval history and response times
- Bypassing approvals for trusted accounts
- Automating re-submission after edits
- Logging rationale for discount approvals
- Setting up automatic rejection after timeout
- Integrating with external approval systems
- Monitoring approval bottlenecks with reports
- Reducing cycle time through parallel approvals
- Using Flow to auto-approve low-risk quotes
Module 7: Contract Management Integration - Linking quotes to Salesforce Contracts
- Creating contract records from approved quotes
- Using Contract Line Items for service tracking
- Setting contract start and end dates
- Automating contract renewal workflows
- Integrating with DocuSign or Adobe Sign
- Populating contract fields from quote data
- Tracking审批 status in real time
- Managing auto-renewal clauses
- Setting up contract amendment processes
- Linking multiple quotes to one contract
- Handling evergreen and fixed-term contracts
- Using contract templates for consistency
- Assigning contract owners and reviewers
- Creating audit trails for changes
- Reporting on contract compliance
Module 8: Order Generation & Fulfilment - Converting approved quotes to orders
- Managing order line item sync with products
- Handling partial order generation
- Setting order activation rules
- Defining fulfilment dates and milestones
- Integrating with fulfilment systems via API
- Tracking order status: draft, activated, cancelled
- Automating order number sequences
- Managing order amendments and reversals
- Linking orders to service provisioning
- Handling backorders and inventory checks
- Using order actions for custom status updates
- Ensuring audit compliance for order changes
- Reporting on order cycle time
- Scheduling order reminders for renewal
- Setting up order approval workflows
Module 9: Salesforce Billing Core Concepts - Introduction to Salesforce Billing and Zuora comparison
- Key objects: Bill, Invoice, Payment, Invoice Line
- Setting up billing sites and customer accounts
- Configuring billing timing: immediate vs deferred
- Managing billing frequency: monthly, quarterly, annual
- Handling one-time vs recurring charges
- Setting up invoice delivery methods: email, portal
- Mapping quote line to invoice line fields
- Defining tax treatment by product or region
- Configuring currency and payment terms
- Using invoice watermarks for status
- Generating draft invoices for review
- Setting up auto-bill rules by schedule
- Managing invoice grouping logic
- Handling failed invoice generations
- Monitoring billing job logs
Module 10: Invoicing & Payment Processing - Creating manual and automated invoices
- Setting up payment terms: Net 30, upfront, milestone
- Integrating with payment gateways: Stripe, Adyen
- Recording partial and full payments
- Applying credit memos and discounts post-invoice
- Handling refunds and chargebacks
- Managing dunning notices for overdue invoices
- Configuring auto-reminders by days past due
- Generating aged receivables reports
- Reconciling payments with accounting systems
- Syncing with NetSuite, SAP, or Oracle
- Setting up write-off approval processes
- Tracking payment methods: ACH, credit card, wire
- Using payment allocators for complex cases
- Reporting on cash collection efficiency
- Forecasting cash flow from open invoices
Module 11: Revenue Recognition & GAAP Compliance - Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Creating configurable products and features
- Defining option constraints: selected vs required
- Using feature rules to control product visibility
- Product rule types: validation, selection, alert
- Building error conditions for invalid combinations
- Using lookup queries in rule conditions
- Configuring bundle pricing models
- Implementing dynamic pricing based on volume
- Setting up parent-child product hierarchies
- Managing option quantity constraints
- Using the product option layout for usability
- Creating pre-defined bundle templates
- Handling add-on products and accessories
- Managing subscription and one-time fee products
- Implementing cross-sell and up-sell bundles
- Testing configuration logic in sandbox
Module 4: Pricing & Discounting Strategies - Pricelist hierarchy: standard, customer-specific, promotional
- Setting up discount tiers and approval thresholds
- Managing margin-based pricing controls
- Creating price rules with formula fields
- Using price actions to override default values
- Implementing tiered and volume-based pricing
- Configuring discount scheduling by date range
- Handling promotional pricing windows
- Setting up customer-specific discounts
- Using guided selling to recommend pricing
- Managing discount caps and guardrails
- Integrating with external pricing systems
- Automating price approvals above thresholds
- Logging discount justification notes
- Reporting on discount usage and approval rates
- Preventing unauthorised price overrides
Module 5: Quote Management & Lifecycle - Creating and editing quotes from opportunities
- Managing quote status transitions
- Differences between draft, approved, and expired quotes
- Setting quote validity periods
- Adding terms and conditions to quotes
- Configuring default quote templates
- Customising quote PDF output fields
- Branding quote documents with company logo
- Automating quote number generation
- Scheduling quote reminders before expiry
- Enabling e-signature integrations
- Managing quote versioning and audit trails
- Using quote calculator to preview totals
- Handling prorated charges for mid-cycle changes
- Generating renewal quotes automatically
- Integrating quote comments with Chatter
Module 6: Approval Workflows & Automation - Building quote approval processes by amount
- Defining approver roles and escalation paths
- Setting up conditional approval rules
- Integrating with Salesforce Flow for custom logic
- Configuring email alerts for pending approvals
- Managing delegated approvers
- Using approval matrices for multi-level validation
- Tracking approval history and response times
- Bypassing approvals for trusted accounts
- Automating re-submission after edits
- Logging rationale for discount approvals
- Setting up automatic rejection after timeout
- Integrating with external approval systems
- Monitoring approval bottlenecks with reports
- Reducing cycle time through parallel approvals
- Using Flow to auto-approve low-risk quotes
Module 7: Contract Management Integration - Linking quotes to Salesforce Contracts
- Creating contract records from approved quotes
- Using Contract Line Items for service tracking
- Setting contract start and end dates
- Automating contract renewal workflows
- Integrating with DocuSign or Adobe Sign
- Populating contract fields from quote data
- Tracking审批 status in real time
- Managing auto-renewal clauses
- Setting up contract amendment processes
- Linking multiple quotes to one contract
- Handling evergreen and fixed-term contracts
- Using contract templates for consistency
- Assigning contract owners and reviewers
- Creating audit trails for changes
- Reporting on contract compliance
Module 8: Order Generation & Fulfilment - Converting approved quotes to orders
- Managing order line item sync with products
- Handling partial order generation
- Setting order activation rules
- Defining fulfilment dates and milestones
- Integrating with fulfilment systems via API
- Tracking order status: draft, activated, cancelled
- Automating order number sequences
- Managing order amendments and reversals
- Linking orders to service provisioning
- Handling backorders and inventory checks
- Using order actions for custom status updates
- Ensuring audit compliance for order changes
- Reporting on order cycle time
- Scheduling order reminders for renewal
- Setting up order approval workflows
Module 9: Salesforce Billing Core Concepts - Introduction to Salesforce Billing and Zuora comparison
- Key objects: Bill, Invoice, Payment, Invoice Line
- Setting up billing sites and customer accounts
- Configuring billing timing: immediate vs deferred
- Managing billing frequency: monthly, quarterly, annual
- Handling one-time vs recurring charges
- Setting up invoice delivery methods: email, portal
- Mapping quote line to invoice line fields
- Defining tax treatment by product or region
- Configuring currency and payment terms
- Using invoice watermarks for status
- Generating draft invoices for review
- Setting up auto-bill rules by schedule
- Managing invoice grouping logic
- Handling failed invoice generations
- Monitoring billing job logs
Module 10: Invoicing & Payment Processing - Creating manual and automated invoices
- Setting up payment terms: Net 30, upfront, milestone
- Integrating with payment gateways: Stripe, Adyen
- Recording partial and full payments
- Applying credit memos and discounts post-invoice
- Handling refunds and chargebacks
- Managing dunning notices for overdue invoices
- Configuring auto-reminders by days past due
- Generating aged receivables reports
- Reconciling payments with accounting systems
- Syncing with NetSuite, SAP, or Oracle
- Setting up write-off approval processes
- Tracking payment methods: ACH, credit card, wire
- Using payment allocators for complex cases
- Reporting on cash collection efficiency
- Forecasting cash flow from open invoices
Module 11: Revenue Recognition & GAAP Compliance - Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Creating and editing quotes from opportunities
- Managing quote status transitions
- Differences between draft, approved, and expired quotes
- Setting quote validity periods
- Adding terms and conditions to quotes
- Configuring default quote templates
- Customising quote PDF output fields
- Branding quote documents with company logo
- Automating quote number generation
- Scheduling quote reminders before expiry
- Enabling e-signature integrations
- Managing quote versioning and audit trails
- Using quote calculator to preview totals
- Handling prorated charges for mid-cycle changes
- Generating renewal quotes automatically
- Integrating quote comments with Chatter
Module 6: Approval Workflows & Automation - Building quote approval processes by amount
- Defining approver roles and escalation paths
- Setting up conditional approval rules
- Integrating with Salesforce Flow for custom logic
- Configuring email alerts for pending approvals
- Managing delegated approvers
- Using approval matrices for multi-level validation
- Tracking approval history and response times
- Bypassing approvals for trusted accounts
- Automating re-submission after edits
- Logging rationale for discount approvals
- Setting up automatic rejection after timeout
- Integrating with external approval systems
- Monitoring approval bottlenecks with reports
- Reducing cycle time through parallel approvals
- Using Flow to auto-approve low-risk quotes
Module 7: Contract Management Integration - Linking quotes to Salesforce Contracts
- Creating contract records from approved quotes
- Using Contract Line Items for service tracking
- Setting contract start and end dates
- Automating contract renewal workflows
- Integrating with DocuSign or Adobe Sign
- Populating contract fields from quote data
- Tracking审批 status in real time
- Managing auto-renewal clauses
- Setting up contract amendment processes
- Linking multiple quotes to one contract
- Handling evergreen and fixed-term contracts
- Using contract templates for consistency
- Assigning contract owners and reviewers
- Creating audit trails for changes
- Reporting on contract compliance
Module 8: Order Generation & Fulfilment - Converting approved quotes to orders
- Managing order line item sync with products
- Handling partial order generation
- Setting order activation rules
- Defining fulfilment dates and milestones
- Integrating with fulfilment systems via API
- Tracking order status: draft, activated, cancelled
- Automating order number sequences
- Managing order amendments and reversals
- Linking orders to service provisioning
- Handling backorders and inventory checks
- Using order actions for custom status updates
- Ensuring audit compliance for order changes
- Reporting on order cycle time
- Scheduling order reminders for renewal
- Setting up order approval workflows
Module 9: Salesforce Billing Core Concepts - Introduction to Salesforce Billing and Zuora comparison
- Key objects: Bill, Invoice, Payment, Invoice Line
- Setting up billing sites and customer accounts
- Configuring billing timing: immediate vs deferred
- Managing billing frequency: monthly, quarterly, annual
- Handling one-time vs recurring charges
- Setting up invoice delivery methods: email, portal
- Mapping quote line to invoice line fields
- Defining tax treatment by product or region
- Configuring currency and payment terms
- Using invoice watermarks for status
- Generating draft invoices for review
- Setting up auto-bill rules by schedule
- Managing invoice grouping logic
- Handling failed invoice generations
- Monitoring billing job logs
Module 10: Invoicing & Payment Processing - Creating manual and automated invoices
- Setting up payment terms: Net 30, upfront, milestone
- Integrating with payment gateways: Stripe, Adyen
- Recording partial and full payments
- Applying credit memos and discounts post-invoice
- Handling refunds and chargebacks
- Managing dunning notices for overdue invoices
- Configuring auto-reminders by days past due
- Generating aged receivables reports
- Reconciling payments with accounting systems
- Syncing with NetSuite, SAP, or Oracle
- Setting up write-off approval processes
- Tracking payment methods: ACH, credit card, wire
- Using payment allocators for complex cases
- Reporting on cash collection efficiency
- Forecasting cash flow from open invoices
Module 11: Revenue Recognition & GAAP Compliance - Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Linking quotes to Salesforce Contracts
- Creating contract records from approved quotes
- Using Contract Line Items for service tracking
- Setting contract start and end dates
- Automating contract renewal workflows
- Integrating with DocuSign or Adobe Sign
- Populating contract fields from quote data
- Tracking审批 status in real time
- Managing auto-renewal clauses
- Setting up contract amendment processes
- Linking multiple quotes to one contract
- Handling evergreen and fixed-term contracts
- Using contract templates for consistency
- Assigning contract owners and reviewers
- Creating audit trails for changes
- Reporting on contract compliance
Module 8: Order Generation & Fulfilment - Converting approved quotes to orders
- Managing order line item sync with products
- Handling partial order generation
- Setting order activation rules
- Defining fulfilment dates and milestones
- Integrating with fulfilment systems via API
- Tracking order status: draft, activated, cancelled
- Automating order number sequences
- Managing order amendments and reversals
- Linking orders to service provisioning
- Handling backorders and inventory checks
- Using order actions for custom status updates
- Ensuring audit compliance for order changes
- Reporting on order cycle time
- Scheduling order reminders for renewal
- Setting up order approval workflows
Module 9: Salesforce Billing Core Concepts - Introduction to Salesforce Billing and Zuora comparison
- Key objects: Bill, Invoice, Payment, Invoice Line
- Setting up billing sites and customer accounts
- Configuring billing timing: immediate vs deferred
- Managing billing frequency: monthly, quarterly, annual
- Handling one-time vs recurring charges
- Setting up invoice delivery methods: email, portal
- Mapping quote line to invoice line fields
- Defining tax treatment by product or region
- Configuring currency and payment terms
- Using invoice watermarks for status
- Generating draft invoices for review
- Setting up auto-bill rules by schedule
- Managing invoice grouping logic
- Handling failed invoice generations
- Monitoring billing job logs
Module 10: Invoicing & Payment Processing - Creating manual and automated invoices
- Setting up payment terms: Net 30, upfront, milestone
- Integrating with payment gateways: Stripe, Adyen
- Recording partial and full payments
- Applying credit memos and discounts post-invoice
- Handling refunds and chargebacks
- Managing dunning notices for overdue invoices
- Configuring auto-reminders by days past due
- Generating aged receivables reports
- Reconciling payments with accounting systems
- Syncing with NetSuite, SAP, or Oracle
- Setting up write-off approval processes
- Tracking payment methods: ACH, credit card, wire
- Using payment allocators for complex cases
- Reporting on cash collection efficiency
- Forecasting cash flow from open invoices
Module 11: Revenue Recognition & GAAP Compliance - Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Introduction to Salesforce Billing and Zuora comparison
- Key objects: Bill, Invoice, Payment, Invoice Line
- Setting up billing sites and customer accounts
- Configuring billing timing: immediate vs deferred
- Managing billing frequency: monthly, quarterly, annual
- Handling one-time vs recurring charges
- Setting up invoice delivery methods: email, portal
- Mapping quote line to invoice line fields
- Defining tax treatment by product or region
- Configuring currency and payment terms
- Using invoice watermarks for status
- Generating draft invoices for review
- Setting up auto-bill rules by schedule
- Managing invoice grouping logic
- Handling failed invoice generations
- Monitoring billing job logs
Module 10: Invoicing & Payment Processing - Creating manual and automated invoices
- Setting up payment terms: Net 30, upfront, milestone
- Integrating with payment gateways: Stripe, Adyen
- Recording partial and full payments
- Applying credit memos and discounts post-invoice
- Handling refunds and chargebacks
- Managing dunning notices for overdue invoices
- Configuring auto-reminders by days past due
- Generating aged receivables reports
- Reconciling payments with accounting systems
- Syncing with NetSuite, SAP, or Oracle
- Setting up write-off approval processes
- Tracking payment methods: ACH, credit card, wire
- Using payment allocators for complex cases
- Reporting on cash collection efficiency
- Forecasting cash flow from open invoices
Module 11: Revenue Recognition & GAAP Compliance - Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Understanding ASC 606 and IFRS 15 standards
- Mapping QTC stages to revenue recognition events
- Defining performance obligations in contracts
- Allocating transaction price to deliverables
- Scheduling revenue over time or at point of sale
- Using revenue schedules in Salesforce CPQ
- Generating deferred revenue journal entries
- Reporting on recognised vs deferred revenue
- Handling revenue reversals and adjustments
- Integrating with financial reporting tools
- Auditing compliance across entities
- Managing multi-element arrangements
- Setting up amortisation periods
- Tracking performance obligation completion
- Using disclosures for financial audits
- Exporting revenue data for external review
Module 12: Advanced CPQ Automation with Flow - Using Flow to automate CPQ pre-checks
- Triggering quote validation on save
- Automating product rule exception handling
- Populating default values in quotes
- Updating opportunity fields from quote sync
- Creating custom actions for bundle setup
- Building guided selling assistants
- Validating customer eligibility for discounts
- Enforcing territory-based pricing rules
- Auto-generating renewal opportunities
- Scheduling recurring configuration audits
- Integrating with approval history queries
- Monitoring Flow performance in production
- Debugging Flow errors in sandbox
- Setting up error notifications
- Documenting Flow logic for handover
Module 13: Multi-Currency & International QTC - Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Enabling multi-currency in Salesforce org
- Setting up corporate and satellite price books
- Managing exchange rate sources
- Configuring default currencies by user
- Handling quotes in customer’s local currency
- Reporting revenue in multiple currencies
- Setting up tax compliance by country
- Localising quote templates and terms
- Managing regional discount policies
- Handling VAT, GST, and sales tax rules
- Using country-specific invoicing formats
- Complying with data residency laws
- Managing cross-border revenue allocation
- Setting up regional approval hierarchies
- Reporting on global QTC performance
- Using translation workbench for labels
Module 14: QTC Integration Architecture - Designing integration patterns: batch vs real-time
- Using Salesforce APIs for CPQ and Billing
- Setting up middleware with MuleSoft or Boomi
- Mapping data between CRM and ERP
- Handling error queues and retry logic
- Monitoring integration health with dashboards
- Using bulk API for high-volume data
- Securing integrations with OAuth
- Managing rate limits and governor constraints
- Designing idempotent integration processes
- Logging integration events for audit
- Setting up alerting for failed syncs
- Using change data capture for real-time streams
- Validating data consistency post-synchronisation
- Planning integration tests for UAT
- Documenting integration architecture diagrams
Module 15: Analytics, Reporting & Dashboards - Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Building CPQ performance dashboards
- Tracking quote-to-cash cycle time
- Measuring approval turnaround by team
- Reporting on discount leakage by rep
- Analysing renewal quote win rates
- Monitoring billing success rates
- Creating revenue recognition reports
- Visualising cash flow forecasts
- Using Salesforce Reports for compliance
- Setting up alerts for KPI deviations
- Segmenting data by region, product, customer
- Exporting reports for executive review
- Using custom report types for QTC objects
- Building leadership scorecards
- Analysing churn risk from billing issues
- Integrating with Tableau or Power BI
Module 16: Testing & Quality Assurance - Creating test plans for QTC deployments
- Using sandbox environments effectively
- Defining test scenarios for edge cases
- Validating product rule logic
- Testing discount approval workflows
- Verifying invoice generation accuracy
- Checking revenue schedule alignment
- Performing UAT with business stakeholders
- Documenting test results and sign-off
- Using Salesforce Test Framework for automation
- Tracking bugs and resolution timelines
- Conducting regression testing after updates
- Ensuring data integrity across systems
- Validating audit trail completeness
- Testing mobile access and usability
- Preparing post-go-live support plan
Module 17: Change Management & User Adoption - Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Identifying QTC process owners
- Communicating changes to sales teams
- Creating role-specific training materials
- Running pilot programs with champion users
- Gathering feedback during rollout
- Addressing resistance with data
- Setting up QTC help desk support
- Monitoring adoption via login and usage
- Using Salesforce Adoption Dashboards
- Refining processes based on feedback
- Documenting standard operating procedures
- Creating searchable knowledge base articles
- Running refresher training sessions
- Recognising top performers using QTC tools
- Measuring reduction in manual work
- Scaling best practices across regions
Module 18: Real-World Implementation Projects - Project 1: Configure a fully functional CPQ product bundle
- Project 2: Build a multi-tier pricing model with approval rules
- Project 3: Design a quote-to-invoice pipeline in sandbox
- Project 4: Implement revenue recognition for subscription bundles
- Project 5: Automate a global discount approval process
- Project 6: Integrate CPQ with external tax calculation engine
- Project 7: Map QTC KPIs to executive dashboards
- Project 8: Conduct a mock audit of revenue schedules
- Project 9: Troubleshoot a failed invoice generation scenario
- Project 10: Optimise quote-to-cash cycle for enterprise client
- Using checkpoints to validate each project phase
- Applying feedback loops for iterative improvement
- Documenting implementation decisions
- Presenting outcomes in executive summary format
- Aligning technical work with business goals
- Demonstrating ROI from process optimisation
Module 19: Certification Preparation & Career Advancement - Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone
Module 20: Ongoing Success & Final Certification - Reviewing all core QTC workflows
- Final self-assessment quiz with detailed feedback
- Submitting your capstone project for review
- Receiving personalised feedback from instructors
- Graduating with the Certificate of Completion
- Accessing alumni resources and update alerts
- Joining The Art of Service professional network
- Receiving templates: checklists, implementation plans, SOPs
- Using gamified progress tracking to stay motivated
- Setting up your own QTC audit framework
- Creating a 90-day action plan for your org
- Establishing recurring review cycles
- Measuring impact through before-and-after metrics
- Sharing success stories with peers
- Staying ahead with quarterly curriculum updates
- Becoming the trusted QTC authority in your organisation
- Overview of Salesforce certification paths related to QTC
- How this course prepares you for CPQ Specialist exam
- Study plan templates and time management tips
- Practice scenarios for exam-style questions
- Key terminology and concept flashcards
- Understanding scoring rubrics and question patterns
- Integrating QTC knowledge into job interviews
- Positioning yourself as a revenue operations expert
- Using the Certificate of Completion in your portfolio
- Leveraging QTC mastery for promotions or consulting
- Building a personal brand on LinkedIn
- Contributing to Trailblazer Community discussions
- Speaking at Salesforce user groups
- Documenting projects for performance reviews
- Negotiating higher compensation based on skill level
- Planning your next learning milestone