Salesforce CPQ Training | Zero to Hero

Overview

Turn your knowledge of Salesforce CPQ from zero to hero with this expertly crafted training course designed for both beginners and advanced learners. Hosted on Udemy, this comprehensive program covers every essential aspect of Salesforce CPQ, ensuring that you gain a robust understanding of its functionality and applications.

Dive deep into the world of CPQ, mastering the skills necessary to excel in the fields of Artificial Intelligence and Business.

Categorized under Artificial Intelligence and Business Courses, this course stands out as a pivotal part of professional development for those invested in maximizing their strategic capabilities with Salesforce tools. Whether you're starting from scratch or looking to refine your existing knowledge, this Udemy course offers unparalleled insight and practical know-how on CPQ, preparing you for real-world success.

Syllabus

• Introduction to Salesforce CPQ
Overview of Salesforce and CPQ
Benefits of using Salesforce CPQ
Key concepts and terminology
• Setting Up Salesforce CPQ
Installing the CPQ package
Configuring user permissions and access
Setting up initial configuration
• Products, Price Books, and Quotes
Creating and managing products
Organizing price books
Generating and customizing quotes
• Product Rules and Constraints
Understanding product rules
Setting up configuration constraints
Advanced rule types and scenarios
• Pricing Methods and Strategies
Overview of pricing methods in CPQ
Configuring discount schedules
Advanced pricing scenarios
• Quoting and Proposal Generation
Customizing quote templates
Automating proposal generation
Integrating with Salesforce CRM for end-to-end sales processes
• Guided Selling
Setting up and using guided selling
Scenario-based guided selling techniques
Best practices for guided selling
• Advanced Approvals
Understanding and setting up approval processes
Customizing approval workflow criteria
Managing complex approval workflows
• Integration and Data Management
Integrating CPQ with other Salesforce applications
Data migration and management best practices
Ensuring data accuracy and consistency
• Reporting and Analytics
Creating CPQ-specific reports
Analyzing sales performance
Leveraging analytics for business insights
• Best Practices and Troubleshooting
Common CPQ challenges and solutions
Optimizing CPQ performance
Staying updated with CPQ features and enhancements
• Capstone Project
Real-world scenario application
End-to-end CPQ implementation project
Presentation and feedback session

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Taught by

SFDC GYM

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Subjects

Business