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Course Overview
In this course, students will learn how to deploy Salesforce CPQ in their organization and will also help students prepare for the Salesforce CPQ Specialist Certification exam.
Who Should Attend
Individuals involved in a CPQ implementation
Course Objectives
- How to ensure the creation of a technically valid quote through the configuration of products, including bundles and product rules
- How to enforce the creation of a commercially viable quote though price books, price rules and discounting methods
- How to manage the quote process including document generation and advanced approvals
- Handling subscriptions and assets
- Handling amendments and renewals
- Tracking the quote to invoice process including orders and renewals
- Understand the different steps to a successful implementation
- Best practices for deployment and system maintenance
Course Outline
- How to ensure the creation of a technically valid quote through the configuration of products, including bundles and product rules
- How to enforce the creation of a commercially viable quote though price books, price rules and discounting methods
- How to manage the quote process including document generation and advanced approvals
- Handling subscriptions and assets
- Handling amendments and renewals
- Tracking the quote to invoice process including orders and renewals
- Understand the different steps to a successful implementation
- Best practices for deployment and system maintenance