Mastering Salesforce CPQ: From Beginner to Expert

سرفصل های دوره

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

1. Introduction

1. Introduction

2. Walkthrough of Salesforce CPQ

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

1. Role of various fields in CPQ

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

3. Subscription

3. Product in CPQ

1. Product Option

2. Product Feature

4. Attributes in CPQ

1. Option Constraints, Attributes

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

5. Product Rule

1. Product Rule in Depth - PART 1

2. Product Rule in Depth - PART 2

6. MDQ Products, Usage Based Products

1. MDQ Products, Usage Based Products

2. Evergreen Product

3. Product Pricing Method

4. Pricing Method PART 2, Discounting Schedule

5. Discount Schedule PART 2

7. Price Rule

1. Price Rule I

2. Price Rule II

3. Price Rule III

8. CPQ Contracting Services

1. CPQ Contracting Services

2. CPQ Contracting Services II

3. Contract management and renewals

9. Quote Generation

1. Creating quote templates and document generation

2. Customizing quote line item fields and layouts

3. Managing quote approval processes

10. Best Practices and Optimization

1. Tips for optimizing your CPQ implementation

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تولید کننده: Udemy