Salesforce CPQ & Revenue Cloud

Categories: CRM & Salesforce
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About Course

Configure Salesforce CPQ: product bundles, price rules, discounting, quote templates, approvals and contract amendments and renewals.

Who this training is for

  • Salesforce consultants
  • Deal desk and revenue operations teams

Syllabus

  1. Module 1: CPQ data model — Products, features, options
  2. Module 2: Pricing — Price rules, discount schedules, block pricing
  3. Module 3: Quotes — Quote lines, templates, documents
  4. Module 4: Approvals — Advanced approvals
  5. Module 5: Contracts — Amendments, renewals, subscriptions
  6. Module 6: Revenue Cloud — Billing overview and best practices

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Configure products, bundles and options
  • Build price rules and discount schedules
  • Design quote templates and approvals
  • Handle amendments, renewals and subscriptions

Course Content

Module 1: CPQ data model
Products, features, options

Module 2: Pricing
Price rules, discount schedules, block pricing

Module 3: Quotes
Quote lines, templates, documents

Module 4: Approvals
Advanced approvals

Module 5: Contracts
Amendments, renewals, subscriptions

Module 6: Revenue Cloud
Billing overview and best practices

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