Corporate Salesforce CPQ Training Course

1. Understanding package settings

1. Exploring package configuration options
2. Configuring package preferences

2. Managing product catalogs

1. Adding new products to the catalog
2. Updating product information
3. Organizing products into categories

1. Navigating the quote workspace

1. Accessing the quote workspace
2. Understanding the quote layout
3. Navigating between quote sections

2. Creating and editing quotes

1. Initiating a new quote
2. Adding line items to the quote
3. Editing quote details

1. Product configuration basics

1. Understanding product attributes
2. Configuring product options
3. Setting up product bundles

2. Advanced configuration options

1. Implementing complex product configurations
2. Utilizing configuration rules
3. Integrating with external systems for configuration data

1. Implementing exclusion rules

1. Defining exclusion criteria
2. Configuring rule actions for exclusions

2. Defining dependency rules

1. Establishing dependencies between products
2. Configuring rule actions for dependencies

1. Configuring custom actions

1. Creating custom actions
2. Assigning actions to specific events

2. Integrating custom actions into the sales process

1. Triggering custom actions based on user interactions
2. Integrating with workflow processes

1. Leveraging guided selling features

1. Configuring guided selling rules
2. Providing product recommendations based on customer needs

2. Personalizing sales recommendations

1. Customizing guided selling experiences for different customer segments
2. Analyzing guided selling effectiveness

1. Understanding pricing models

1. Exploring different pricing methodologies
2. Selecting appropriate pricing models for products

2. Setting up pricing strategies

1. Defining pricing rules
2. Configuring price adjustments and discounts

1. Creating discount schedules

1. Setting up discount schedules for products
2. Managing discount validity periods

2. Implementing tiered pricing rules

1. Establishing pricing tiers based on quantity or customer type
2. Configuring tiered pricing structures

1. Managing contract terms

1. Creating contract templates
2. Negotiating contract terms within Salesforce CPQ

2. Utilizing e-signature features

1. Integrating electronic signature solutions
2. Streamlining contract approval processes

1. Designing professional quote templates

1. Customizing template layouts
2. Incorporating branding elements

2. Customizing templates for specific business needs

1. Adapting templates for different product lines
2. Creating specialized templates for unique sales scenarios