Mastering Salesforce CPQ: From Beginner to Expert

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Dhirender Rawat

22:20:51

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1. Introduction

1. Introduction.mp4

55:21

2. Walkthrough of Salesforce CPQ.mp4

53:17

2. All about Product Types, Bundle, Quote, Contract, Subscription

1. Role of various fields in CPQ.mp4

48:08

2. Product Types, Bundle, Quote, Contract, Quote Line.mp4

55:55

3. Subscription.mp4

56:42

3. Product in CPQ

1. Product Option.mp4

50:50

2. Product Feature.mp4

28:25

4. Attributes in CPQ

1. Option Constraints, Attributes.mp4

32:57

2. Global Attributes, Attributes Set, Product Rule (Intro).mp4

45:44

5. Product Rule

1. Product Rule in Depth - PART 1.mp4

31:59

2. Product Rule in Depth - PART 2.mp4

01:01:16

6. MDQ Products, Usage Based Products

1. MDQ Products, Usage Based Products.mp4

01:00:43

2. Evergreen Product.mp4

51:29

3. Product Pricing Method.mp4

51:10

4. Pricing Method PART 2, Discounting Schedule.mp4

53:15

5. Discount Schedule PART 2.mp4

55:36

7. Price Rule

1. Price Rule I.mp4

48:13

2. Price Rule II.mp4

26:18

3. Price Rule III.mp4

57:59

8. CPQ Contracting Services

1. CPQ Contracting Services.mp4

49:53

2. CPQ Contracting Services II.mp4

01:03:03

3. Contract management and renewals.mp4

44:13

9. Quote Generation

1. Creating quote templates and document generation.mp4

52:07

2. Customizing quote line item fields and layouts.mp4

57:20

3. Managing quote approval processes.mp4

01:30:12

10. Best Practices and Optimization

1. Tips for optimizing your CPQ implementation.mp4

58:46

Description

Learn to streamline your sales process with Salesforce CPQ and become a CPQ expert!

What You'll Learn?

Set up your Salesforce CPQ environment and configure your products and pricing
Create quotes, proposals, and orders with ease
Implement advanced CPQ concepts such as product options and bundles, product rules and constraints, and approval processes
Integrate Salesforce CPQ with Salesforce CRM and manage the quote-to-cash process
Use reporting and analytics to gain insights into your sales process and improve your sales strategies
Learn best practices for configuring and using Salesforce CPQ

Who is this for?

Sales professionals who want to streamline their sales process and improve their productivity

Salesforce administrators who want to master Salesforce CPQ

Anyone who wants to become a Salesforce CPQ expert

What You Need to Know?

Basic knowledge of Salesforce Sales Cloud.

Familiarity with Salesforce terminology, including objects, fields, and records.

More details

Description
"Mastering Salesforce CPQ: From Beginner to Expert" is a comprehensive course designed to help you become a Salesforce CPQ expert. Whether you're a sales professional looking to streamline your sales process or a Salesforce administrator looking to master Salesforce CPQ, this course is for you.
The course starts with the basics of setting up your Salesforce CPQ environment, configuring your products and pricing, and creating custom price rules and discount schedules. You'll then learn how to create quotes, proposals, and orders with ease, and implement advanced CPQ concepts such as product options and bundles, product rules and constraints, and approval processes.
Next, you'll learn how to integrate Salesforce CPQ with Salesforce CRM and manage the quote-to-cash process, ensuring a seamless transition from quote to order. You'll also learn how to use reporting and analytics to gain insights into your sales process and improve your sales strategies.

Why this course?
Become a Salesforce CPQ expert and streamline your sales process.
Learn to set up your Salesforce CPQ environment and configure your products and pricing.
Create quotes, proposals, and orders with ease and efficiency.
Implement advanced CPQ concepts, such as product options and bundles, product rules and constraints, and approval processes.
Integrate Salesforce CPQ with Salesforce CRM and manage the quote-to-cash process.
Use reporting and analytics to gain insights into your sales process and improve your sales strategies.
Learn best practices for configuring and using Salesforce CPQ.
Access hands-on exercises and assignments to apply what you've learned.
Complete a final project to demonstrate your mastery of Salesforce CPQ.
Enjoy lifetime access to the course and updates.

Throughout the course, you'll learn best practices for configuring and using Salesforce CPQ, ensuring that you're making the most of this powerful tool. You'll also have access to hands-on exercises and assignments to apply what you've learned, and a final project to demonstrate your mastery of Salesforce CPQ.
With over 22.5 hours of video content, this course provides a comprehensive learning experience.

Who this course is for:
Sales professionals who want to streamline their sales process and improve their productivity
Salesforce administrators who want to master Salesforce CPQ
Anyone who wants to become a Salesforce CPQ expert

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Hello, welcome to my world.I am here to teach you about Salesforce. Salesforce is the world's largest CRM Platform. I run a team of Salesforce Admins + Developers. And Our team is working on various projects. We have made a course for people who are totally new in this Salesforce field. Thus sharing this with you too.

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