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Salesforce CPQ Training | Zero to Hero

Learn A to Z everything from scratch about CPQ, from basics to advanced topics.

Price

199.00

Students enrolled

6
  • Curriculum
  • Description
  • Reviews (0)
Introduction To QLE and Product Object
Salesforce CPQ - Introduction play Preview 19:14 Min
How to Install CPQ Package play Preview 05:13 Min
Introduction to Quote Line Editor play Preview 36:27 Min
Products and Its Types
Introduction to Products and Non-Subscription and Subscription Type Products 🔒 33:16 Min 🔒
MDQ, Usage-Based and Perpetual Products 🔒 51:54 Min 🔒
Pricing in Salesforce CPQ
Use of Multiple Currencies in Salesforce CPQ 🔒 11:54 Min 🔒
List and Cost Pricing 🔒 21:22 Min 🔒
Block and Percent of Total (PoT) 🔒 44:47 Min 🔒
Prorate Precision and Prorate Multiplier 🔒 29:20 Min 🔒
Bundle Products
Bundle Product and Bundle Configuration 🔒 42:23 Min 🔒
Twin Fields and Bundle Attributes 🔒 42:29 Min 🔒
Option Constraints 🔒 32:06 Min 🔒
Nested Bundles 🔒 54:32 Min 🔒
Product Rules And Guided Selling
Introduction to Product Rules and its Type 🔒 22:01 Min 🔒
Alert and Validation Product Rules 🔒 38:54 Min 🔒
Summary Variables and Filter Product Rules 🔒 37:53 Min 🔒
Selection Product Rule 🔒 43:16 Min 🔒
Custom Actions and Search Filters 🔒 29:13 Min 🔒
Guided Selling 🔒 42:15 Min 🔒
Price Rules, Discounting, and Price Waterfall
Price Rules 🔒 23:04 Min 🔒
Lookup Queries 🔒 43:26 Min 🔒
Discount Schedule 🔒 40:29 Min 🔒
Contracted Pricing 🔒 51:04 Min 🔒
Price Waterfall 🔒 32:56 Min 🔒
Renewal and Amendments
Contracts and Renewals 🔒 40:30 Min 🔒
Renewals on Subscription based PoT Products 🔒 11:34 Min 🔒
Amendments 🔒 51:59 Min 🔒
CPQ Quote Documents and Approvals
Quote Templates 🔒 36:40 Min 🔒
Quote Documents - Demo 🔒 1:09:54 Min 🔒
Adobe Sign Integration 🔒 49:02 Min 🔒
Advanced Approval 🔒 1:21:09 Min 🔒
Deployments and Plugins
CPQ Deployments 🔒 58:26 Min 🔒
CPQ Plugins 🔒 1:00:11 Min 🔒

Description

CPQ stands for “configure, price, and quote.” Salesforce CPQ is a software platform that allows users to provide suitable pricing for a given product configuration, create a quote for it, and send the same to the clients. In simple words, Salesforce CPQ helps the sales team of an organization to price their products and send quotes to the clients in a streamlined manner.

The automated nature of the platform relieves users from carrying out manual processes while pricing their products and generating suitable quotes. Salesforce CPQ helps you in getting the work done in a few simple clicks.

CPQ applications provide a holistic approach to the sales reps when it comes to pricing and quoting by facilitating customizations, personalized discounts, adjusting product quantities, and offering a range of automated features. The fully cloud-based platform is easy to use for both technical and non-technical users. Seamless mobile customization allows users to operate on the go and ensure that the entire team is on the same page.

This course mainly covers following topics:

  • Product Types
  • Pricing Strategies
  • Bundle Products
  • Product and Price Rules
  • Renewal and Amendments
  • Documents and Approvals

As the solutions are built natively on Salesforce, it allows users to innovate their offerings and cater to the specific needs of their customers.

Benefits Of Getting Trained In Vlocity

Integration With Salesforce
The biggest advantage of getting trained in Vlocity is its integration with Salesforce. This helps users in undertaking complete, fast, and precise interactions over multiple communication channels.

Seamless Mobile Customization
Vlocity allows users to develop applications with seamless mobile customization. This helps users in working on the go and provides them with the utmost flexibility in work.

Omnichannel Support
Vlocity provides seamless and omnichannel support to businesses through responsive applications. Right from call centers and retail locations to reseller channels and indirect partner channels, Vlocity applications help users connect with their customers across multiple channels. Moreover, this allows organizations to provide targeted offers to their customers for up-selling and cross-selling their offerings.

Extensive CRM Analytics
As they are built on Salesforce, Vlocity applications provide users with seamless and extensive CRM analytics for customer service, marketing, sales, and community. Vlocity provides companies with powerful analytics features without imitating the features of Salesforce.

Increased Focus On The Customers
Vlocity allows users to have more focus on the customers and less focus on the software itself. This helps organizations in building personalized buying experiences for their customers and developing healthy relations with them.

Use Of Artificial Intelligence
The functionality of Vlocity applications can be leveraged by incorporating artificial intelligence and machine learning. This allows users to obtain valuable insights about the data managed by the applications and undertake predictive analytics to improve their processes.

Smart Integrations
Vlocity applications can be readily integrated with suitable third-party applications and solutions to provide a unified interface to the users. This prevents them from switching platforms for undertaking specific processes helps them reconcile their data between the integrated applications.

Low-code Development
Vlocity applications do not require the developers to write extensive lines of code and spend a considerable amount of time in development. The low-code development ensures that robust applications are built with minimal code without compromising the quality of the applications.

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Free Sample Videos:

Welcome !! Lets Start
Salesforce CPQ - Introduction 19:14 Min
How to Install CPQ Package 05:13 Min
Introduction to Quote Line Editor 36:27 Min
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Course details

  • LevelExpert
  • Duration21h 30m
  • Lessons33
  • Students5K+
  • CertificationsYes
  • LanguageEnglish