Salesforce CPQ for Administrators Treningskurs

Kurskode

salesforcecpq

Varighet

14 timer (vanligvis 2 dag inkludert pauser)

Krav

  • Familiarity with the Salesforce Classic interface is helpful
  • Experience with Salesforce features such as creating custom fields and picklist values

Oversikt

Salesforce CPQ (tidligere Steelbrick CPQ) er en svært konfigurerbar "Quote-to-Cash" -applikasjon bygget på toppen av Salesforce-plattformen og brukes til å effektivt generere og levere tilbud, kontrakter og fakturaer til kundene.

I denne instruktørledede liveopplæringen vil deltakerne lære arkitektur, design og driftsfunksjoner som utgjør Salesforce CPQ når de går gjennom konfigurering, konfigurasjon og vedlikehold av en prøve Salesforce CPQ-installasjon.

Publikum

  • Begynnende administratorer
  • konsulenter
  • Salg OPS
  • IT-ledere
  • Kraftbrukere

Kursets format

  • Delforelesning, deldiskusjon, øvelser og tung praktisk øvelse

Machine Translated

Kursplan

Introduction

  • Standard Salesforce Quote vs Salesforce CPQ

Overview of Salesforce CPQ Architecture

Set up and Configuration

Product Selection

  • Product fields and objects

Bundling and Configuration Rules

  • Configurable Product Bundles
  • User interface and experience

Enforcing Business Logic

  • Product Features, Option Constraints, and Simple Validation and Selection Product Rules

Pricing and Discounting

  • Pricing waterfall
  • List pricing, cost plus markup pricing and block pricing
  • Contracted pricing
  • Tiered discounting

Quote Output Generation

  • Programming the values for Quote and Quote Line fields
  • Transferring quote data to the account

Price Actions

  • Events and conditions for executing Price Actions
  • Price Action sources (static values and Summary Variables)

Contracting Process

  • Contract lifecycle with amendments and renewals

Generating dynamic output documents

Troubleshooting Salesforce CPQ

Summary and Conclusion

Testimonials

★★★★★
★★★★★

Related Categories

Relaterte kurs

Kursrabatter

Kursrabatter Nyhetsbrev

We respect the privacy of your email address. We will not pass on or sell your address to others.
You can always change your preferences or unsubscribe completely.

Some of our clients

is growing fast!

We are looking to expand our presence in Norway!

As a Business Development Manager you will:

  • expand business in Norway
  • recruit local talent (sales, agents, trainers, consultants)
  • recruit local trainers and consultants

We offer:

  • Artificial Intelligence and Big Data systems to support your local operation
  • high-tech automation
  • continuously upgraded course catalogue and content
  • good fun in international team

If you are interested in running a high-tech, high-quality training and consulting business.

Apply now!

This site in other countries/regions