Mastering Salesforce CPQ: A Step-by-Step Guide to Configure, Price, and Quote Like a Pro
Course Overview This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and become a pro in configuring, pricing, and quoting like a pro. With this course, you will gain hands-on experience and in-depth knowledge of Salesforce CPQ, enabling you to streamline your sales process, improve accuracy, and increase revenue.
Course Curriculum Chapter 1: Introduction to Salesforce CPQ
- What is Salesforce CPQ?
- Benefits of using Salesforce CPQ
- Overview of Salesforce CPQ features
- Setting up Salesforce CPQ
Chapter 2: Configuring Salesforce CPQ
- Configuring products and pricing
- Setting up product bundles and options
- Configuring pricing rules and discounts
- Managing product catalogs and price books
Chapter 3: Pricing and Quoting with Salesforce CPQ
- Creating quotes and proposals
- Managing quote templates and layouts
- Configuring pricing and discount rules
- Generating quotes and sending to customers
Chapter 4: Advanced Salesforce CPQ Features
- Using advanced pricing rules and formulas
- Configuring custom fields and attributes
- Integrating with other Salesforce features
- Using Salesforce CPQ with other Salesforce clouds
Chapter 5: Best Practices and Troubleshooting
- Best practices for implementing Salesforce CPQ
- Troubleshooting common issues
- Optimizing Salesforce CPQ for performance
- Security and access controls
Chapter 6: Real-World Applications and Case Studies
- Real-world examples of Salesforce CPQ in action
- Case studies of successful Salesforce CPQ implementations
- Lessons learned and best practices
- Future of Salesforce CPQ and emerging trends
Course Features - Interactive and engaging content
- Comprehensive and up-to-date curriculum
- Personalized learning experience
- Expert instructors with real-world experience
- Certificate of Completion issued by The Art of Service
- Flexible learning schedule and lifetime access
- User-friendly and mobile-accessible platform
- Community-driven discussion forums
- Actionable insights and hands-on projects
- Bite-sized lessons and progress tracking
- Gamification and rewards for completing milestones
Course Benefits - Master Salesforce CPQ and become a pro in configuring, pricing, and quoting
- Streamline your sales process and improve accuracy
- Increase revenue and improve customer satisfaction
- Gain hands-on experience and in-depth knowledge of Salesforce CPQ
- Enhance your career prospects and become a sought-after expert
Course Prerequisites - Basic knowledge of Salesforce and its features
- Familiarity with sales and customer service processes
- No prior experience with Salesforce CPQ is required
Course Format - Online self-paced learning
- Video lessons and interactive content
- Hands-on projects and exercises
- Discussion forums and community support
Course Duration - Self-paced learning: 12 weeks
- Flexible schedule: learn at your own pace
Course Certification - Certificate of Completion issued by The Art of Service
- Recognized industry-wide as a mark of excellence
- Enhance your career prospects and become a sought-after expert
,
Chapter 1: Introduction to Salesforce CPQ
- What is Salesforce CPQ?
- Benefits of using Salesforce CPQ
- Overview of Salesforce CPQ features
- Setting up Salesforce CPQ
Chapter 2: Configuring Salesforce CPQ
- Configuring products and pricing
- Setting up product bundles and options
- Configuring pricing rules and discounts
- Managing product catalogs and price books
Chapter 3: Pricing and Quoting with Salesforce CPQ
- Creating quotes and proposals
- Managing quote templates and layouts
- Configuring pricing and discount rules
- Generating quotes and sending to customers
Chapter 4: Advanced Salesforce CPQ Features
- Using advanced pricing rules and formulas
- Configuring custom fields and attributes
- Integrating with other Salesforce features
- Using Salesforce CPQ with other Salesforce clouds
Chapter 5: Best Practices and Troubleshooting
- Best practices for implementing Salesforce CPQ
- Troubleshooting common issues
- Optimizing Salesforce CPQ for performance
- Security and access controls
Chapter 6: Real-World Applications and Case Studies
- Real-world examples of Salesforce CPQ in action
- Case studies of successful Salesforce CPQ implementations
- Lessons learned and best practices
- Future of Salesforce CPQ and emerging trends
Course Features - Interactive and engaging content
- Comprehensive and up-to-date curriculum
- Personalized learning experience
- Expert instructors with real-world experience
- Certificate of Completion issued by The Art of Service
- Flexible learning schedule and lifetime access
- User-friendly and mobile-accessible platform
- Community-driven discussion forums
- Actionable insights and hands-on projects
- Bite-sized lessons and progress tracking
- Gamification and rewards for completing milestones
Course Benefits - Master Salesforce CPQ and become a pro in configuring, pricing, and quoting
- Streamline your sales process and improve accuracy
- Increase revenue and improve customer satisfaction
- Gain hands-on experience and in-depth knowledge of Salesforce CPQ
- Enhance your career prospects and become a sought-after expert
Course Prerequisites - Basic knowledge of Salesforce and its features
- Familiarity with sales and customer service processes
- No prior experience with Salesforce CPQ is required
Course Format - Online self-paced learning
- Video lessons and interactive content
- Hands-on projects and exercises
- Discussion forums and community support
Course Duration - Self-paced learning: 12 weeks
- Flexible schedule: learn at your own pace
Course Certification - Certificate of Completion issued by The Art of Service
- Recognized industry-wide as a mark of excellence
- Enhance your career prospects and become a sought-after expert
,
- Master Salesforce CPQ and become a pro in configuring, pricing, and quoting
- Streamline your sales process and improve accuracy
- Increase revenue and improve customer satisfaction
- Gain hands-on experience and in-depth knowledge of Salesforce CPQ
- Enhance your career prospects and become a sought-after expert
Course Prerequisites - Basic knowledge of Salesforce and its features
- Familiarity with sales and customer service processes
- No prior experience with Salesforce CPQ is required
Course Format - Online self-paced learning
- Video lessons and interactive content
- Hands-on projects and exercises
- Discussion forums and community support
Course Duration - Self-paced learning: 12 weeks
- Flexible schedule: learn at your own pace
Course Certification - Certificate of Completion issued by The Art of Service
- Recognized industry-wide as a mark of excellence
- Enhance your career prospects and become a sought-after expert
,
- Online self-paced learning
- Video lessons and interactive content
- Hands-on projects and exercises
- Discussion forums and community support
Course Duration - Self-paced learning: 12 weeks
- Flexible schedule: learn at your own pace
Course Certification - Certificate of Completion issued by The Art of Service
- Recognized industry-wide as a mark of excellence
- Enhance your career prospects and become a sought-after expert
,
- Certificate of Completion issued by The Art of Service
- Recognized industry-wide as a mark of excellence
- Enhance your career prospects and become a sought-after expert