Master the Art of Sales Automation with Salesforce CPQ

Master the Art of Sales Automation with Salesforce CPQ, available at $19.99, has an average rating of 4.28, with 41 lectures, based on 9 reviews, and has 56 subscribers.

You will learn about In this course, you will learn how to use Salesforce CPQ to streamline their sales processes and reduce errors. You will learn how to configure products, and set up discount schedules in Salesforce CPQ to create accurate quotes. You will learn how to use Salesforce CPQs guided selling feature to help their sales reps choose the right products for each customer. You will learn how to create contracts and track renewals using Salesforce CPQs contract management features. You will learn CPQ deployment. This course is ideal for individuals who are Sales Professionals or Business Analysts or Sales Operations Managers or Salesforce Administrators or Salesforce Developers or Salesforce Consultants or Salesforce CPQ Specialists or Anyone interested in Salesforce CPQ It is particularly useful for Sales Professionals or Business Analysts or Sales Operations Managers or Salesforce Administrators or Salesforce Developers or Salesforce Consultants or Salesforce CPQ Specialists or Anyone interested in Salesforce CPQ.

Enroll now: Master the Art of Sales Automation with Salesforce CPQ

Summary

Title: Master the Art of Sales Automation with Salesforce CPQ

Price: $19.99

Average Rating: 4.28

Number of Lectures: 41

Number of Published Lectures: 41

Number of Curriculum Items: 41

Number of Published Curriculum Objects: 41

Original Price: ?799

Quality Status: approved

Status: Live

What You Will Learn

In this course, you will learn how to use Salesforce CPQ to streamline their sales processes and reduce errors.

You will learn how to configure products, and set up discount schedules in Salesforce CPQ to create accurate quotes.

You will learn how to use Salesforce CPQs guided selling feature to help their sales reps choose the right products for each customer.

You will learn how to create contracts and track renewals using Salesforce CPQs contract management features.

You will learn CPQ deployment.

Who Should Attend

Sales Professionals

Business Analysts

Sales Operations Managers

Salesforce Administrators

Salesforce Developers

Salesforce Consultants

Salesforce CPQ Specialists

Anyone interested in Salesforce CPQ

Target Audiences

Sales Professionals

Business Analysts

Sales Operations Managers

Salesforce Administrators

Salesforce Developers

Salesforce Consultants

Salesforce CPQ Specialists

Anyone interested in Salesforce CPQ

In this course, you will dive deep into the world of Salesforce CPQ, learning how to configure products and bundles, create pricing rules and discounts, renewals and amendments and automate the entire quoting process. You will also gain hands-on experience with the platform, working through real-world scenarios and building your own CPQ solutions. Along with CPQ implementations, this course also covers CPQ deployment which is tedious because metadata and records go together.

I will guide you through the entire process, providing step-by-step instructions and best practices to ensure you not only understand the tool but are able to use it to its full potential.

By the end of this course, you’ll have the skills and knowledge you need to streamline your sales process, close more deals, and maximize your revenue. Whether you’re new to Salesforce or an experienced user looking to up your CPQ game, this course is the perfect place to start. Enroll today and start mastering Salesforce CPQ!

Whether you’re a sales professional, a Salesforce administrator, or a developer, this course will equip you with the skills and knowledge needed to become a Salesforce CPQ expert. Join us today and take the first step toward revolutionizing your sales processes!

Apart from mastering the CPQ product, this course will also help you to clear the Salesforce CPQ Specialist certification exam.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Course Overview

Lecture 2: Introduction To Salesforce CPQ

Lecture 3: Get Salesforce CPQ Developer Edition Org

Chapter 2: Bundle Product Configuration

Lecture 1: Configure Bundle Products

Lecture 2: Dynamic Bundles

Lecture 3: Add Features On Bundle Product

Lecture 4: Features User Experience

Chapter 3: Pricing

Lecture 1: Pricing Tool Overview

Lecture 2: Price Waterfall Overview

Lecture 3: Block Pricing

Lecture 4: Percent Of Total Pricing

Lecture 5: Option Price Override

Lecture 6: Cost Plus Markup Pricing

Lecture 7: Contracted Pricing

Chapter 4: Proration

Lecture 1: Proration And Proration Methods

Chapter 5: Guided Selling

Lecture 1: Guided Selling

Chapter 6: Custom Actions

Lecture 1: Custom Actions

Chapter 7: Product And Pricing Rules

Lecture 1: Product Rules – Validation And Selection

Lecture 2: Product Rules – Filter And Alert

Lecture 3: Price Rules

Chapter 8: Discounting

Lecture 1: Option Discount

Lecture 2: Volume Based Discount

Lecture 3: Additional Discount

Lecture 4: Channel Discount

Chapter 9: Subscription, Quote, Proposal

Lecture 1: Subscription And Multidimensional Quoting

Lecture 2: Proposal Document Design

Chapter 10: Order And Contract

Lecture 1: Order Generation

Lecture 2: Contract Generation

Chapter 11: Renewals And Amendments

Lecture 1: Renewal Opportunity Creation

Lecture 2: Create Quote For A Renewal Contract

Lecture 3: Amend Contract

Lecture 4: Amend Contract To Replace Product

Lecture 5: Amend Contract Through An Opportunity

Lecture 6: Amendment Start Date Filter For Subscription Products

Lecture 7: Significance Of Amendment End Date

Lecture 8: Amending Multidimensional Quote

Chapter 12: Attributes

Lecture 1: Configuration Attributes

Lecture 2: Global Attributes

Chapter 13: Lookup Queries And Summary Variables

Lecture 1: Lookup Queries

Lecture 2: Summary Variables

Chapter 14: CPQ Deployment

Lecture 1: CPQ Deployment

Instructors

Abhishek Bagherwal
Instructor At Udemy

Rating Distribution

1 stars: 1 votes

2 stars: 0 votes

3 stars: 0 votes

4 stars: 4 votes

5 stars: 4 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!