Overview
Learn A to Z everything from scratch about CPQ, from basics to advanced topics
Syllabus
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- 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
Taught by
Tags
On-Demand
