Salesforce CPQ Training

Salesforce CPQ is a software that is used by sales team to optimize sales processes and quickly generate accurate quotes for orders. This software works in integration with ERP programs, CRM platforms and other business technologies ensuring accuracy and integrated data.

The CPQ software is equipped with advanced functionalities and capabilities, such as Pricing and Discount Schedules and Guided Selling. It enables to streamline the quoting process, offering flexibility to sales team. With the help of CPQ, quotes can be easily priced and configured from any device. One can quickly generate accurate quotes and helps businesses improve accuracy of quotes, save time and boost sales performance. It can also help in improved cross-channel management and visibility and speed up pricing configurations and roll-outs of new services or products. Since all the key information can be accessed and monitored from a single location, it ensures compliance and allows standardizing proposal management.

Utilizing Salesforce CPQ, businesses can offer better customer service, as the automation and integration of data enables them generate quotes and proposals with lesser risk of error will also allow them to covert leads into actual customers.

Multisoft Systems offers Salesforce CPQ Certification Training course to provide clear and extensive knowledge about all the advanced features and capabilities of the CPQ software. With this course, you will be prepared to ace the Salesforce CPQ certification exam and make you job ready by equipping you with right set of skills and knowledge.

Salesforce CPQ Course Objective

• What are product, bundling and product rules?
• How to configure product bundles to improve user interface and experience?
• What are pricing methods and discounting and how to use them?
• What are prices rules and how to implement them?
• How to transfer quote data to the account?
• Building contract cycle with amendments and renewals
• What are quote templates?
• How to generate dynamic output documents?

Salesforce CPQ Online Training

• Recorded Videos After Training
• Digital Learning Material
• Course Completion Certificate
• 24x7 After Training Support

Target Audience

• IT Experts
• Developers
• Business Development Managers

Salesforce CPQ Course Prerequisites

• There is no prerequisite for learning Salesforce CPQ. Anyone who is interested to work on Salesforce domain can join this course.

Salesforce CPQ Course Certification

• Multisoft Systems will provide you with a training completion certificate after completion of Salesforce CPQ Training course.

Module 1. Salesforce CPQ Overview

• Lead-to-Cash Process
• Architecture Background

Module 2. Installation and Configuration of Package

• Installation Best Practice
• Upgrade/Patch Installation Best Practice
• Package Configuration
• Post Installation-> Page Layout and Button Configurations

Module 3. Sales Cloud

• Lead Creation & Conversion
• Account Creation
• Account Creation
• Contact Creation
• Opportunity Creation

Module 4. Product Configuration

• Standalone products
• Product Bundle Settings
• Features for a Bundle
• Product Options for a Bundle
• Option Constraints for a Bundle
• Configuration Attributes for a Bundle

Module 5. Advance Product Configuration Setting

• Nested Bundles
• Dynamic Bundle
• Asset Conversion Method
• Option Selection Layout
• Code Configuration Pattern
• Optional Products
• Syncing Behavior with Opportunity

Module 6. Product Rules

• Selection Product Rules and Using Lookup Queries
• Validation Product Rule
• Alert Product Rule
• Filter Product Rule

Module 7. Custom Actions

• Custom Actions

Module 8. Guided Selling

• Guided Selling

Module 9. Pricing Waterfall

• Original Price
• List Price
• Option Price
• Special Price
• Regular Price
• Customer Price
• Partner Price
• Distributor Price

Module 10. Discounting

• Discount Schedule 1. Slab Discount 2. Range Discount 3. Different places to apply discount schedule 4. Override Discount Schedule
• Option Discount
• Additional Quote Line Discounts 1.Percent 2. Amount 3. Unit Override 4. Total Override
• Additional Quote Discounts
• Group Level Discount
• Tier based Discount
• Discount by Package
• Partner Discount
• Distributor Discount
• Contractual Discount

Module 11. Pricing Methods

• List
• Cost
• Percent of Total
• Block

Module 12. Usage Based Pricing
Module 13. Multi-Dimensional Quote
Module 14. Contract Pricing
Module 15. Pricing Rules

• Price Rule Creation
• Look Up Object and how it is used using Pricing Rule

Module 16. Quote Templates

• Quote Template Basics
• Advance Quote Templates
• Translation
• Additional Document
• Template Content
• Sections
• Translation

Module 17. Contracts

• Contracts