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Mastering Salesforce CPQ; Configure, Price, Quote Like a Pro

Mastering Salesforce CPQ; Configure, Price, Quote Like a Pro

$299.00
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Mastering Salesforce CPQ: Configure, Price, Quote Like a Pro

Mastering Salesforce CPQ: Configure, Price, Quote Like a Pro

Upon completion of this course, participants will receive a certificate issued by The Art of Service.

This course is designed to be interactive, engaging, comprehensive, personalized, up-to-date, practical, and full of real-world applications.

With high-quality content, expert instructors, certification, flexible learning, user-friendly interface, mobile accessibility, community-driven, actionable insights, hands-on projects, bite-sized lessons, lifetime access, gamification, and progress tracking, this course is the ultimate resource for mastering Salesforce CPQ.



Course Outline

Chapter 1: Introduction to Salesforce CPQ

  • Topic 1.1: What is Salesforce CPQ?
  • Topic 1.2: Benefits of Using Salesforce CPQ
  • Topic 1.3: Overview of the Salesforce CPQ Process

Chapter 2: Setting Up Salesforce CPQ

  • Topic 2.1: Installing and Configuring Salesforce CPQ
  • Topic 2.2: Setting Up CPQ Users and Roles
  • Topic 2.3: Configuring CPQ Settings and Options

Chapter 3: Product and Pricing Configuration

  • Topic 3.1: Creating and Managing Products in Salesforce CPQ
  • Topic 3.2: Configuring Pricing Rules and Discounts
  • Topic 3.3: Managing Price Lists and Price Books

Chapter 4: Quote and Proposal Management

  • Topic 4.1: Creating and Managing Quotes in Salesforce CPQ
  • Topic 4.2: Configuring Quote Templates and Layouts
  • Topic 4.3: Managing Proposals and Contracts

Chapter 5: Advanced CPQ Features

  • Topic 5.1: Using Advanced Pricing Rules and Formulas
  • Topic 5.2: Configuring and Using CPQ Workflows
  • Topic 5.3: Integrating CPQ with Other Salesforce Features

Chapter 6: Reporting and Analytics

  • Topic 6.1: Creating and Managing CPQ Reports
  • Topic 6.2: Using CPQ Dashboards and Analytics
  • Topic 6.3: Integrating CPQ with Other Salesforce Analytics Tools

Chapter 7: Implementation and Deployment

  • Topic 7.1: Planning and Implementing a CPQ Deployment
  • Topic 7.2: Configuring and Testing CPQ
  • Topic 7.3: Deploying and Maintaining CPQ

Chapter 8: Best Practices and Troubleshooting

  • Topic 8.1: Best Practices for CPQ Configuration and Management
  • Topic 8.2: Troubleshooting Common CPQ Issues
  • Topic 8.3: Optimizing CPQ Performance and Scalability

Chapter 9: Advanced Topics and Future Development

  • Topic 9.1: Using AI and Machine Learning with CPQ
  • Topic 9.2: Integrating CPQ with Other Salesforce Features and Tools
  • Topic 9.3: Future Development and Roadmap for CPQ

Chapter 10: Final Project and Certification

  • Topic 10.1: Final Project: Implementing a CPQ Solution
  • Topic 10.2: Certification and Course Completion
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