Salesforce CPQ Online Training

Become an expert in Salesforce CPQ by gaining essential knowledge from the industry experts in Salesforce CPQ. We have curated our Salesforce CPQ Online Training in such a way that it meets the industry standards. Along with the training on Salesforce CPQ, you will also get a chance to work on a real-time project which will help you to test your understanding. During your training for Salesforce CPQ Online Training, our trainers will assist you and guide you to learn the concepts practically. Enroll now for our Salesforce CPQ certification training and add weightage to your profile.

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Why Salesforce CPQ Online Training from SV Tech Soft

Live Interactive Learning

World-Class Instructors
Expert-Led Mentoring Sessions
Instant doubt clearing

24×7 Support

One-On-One Learning Assistance
Help Desk Support
Resolve Doubts in Real-time

Lifetime Access

Course Access Never Expires
Free Access to Future Updates
Unlimited Access to Course Content

Hands-On Project Based Learning

Industry-Relevant Projects
Realtime scenario’s explanation
Quizzes & Assignments

Industry Recognised Certification

SV Tech Soft Training Certificate
Graded Performance Certificate
Certificate of Completion

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Take your Salesforce journey from Beginner to Professional level.

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Salesforce CPQ Online Training Course content:

Salesforce CPQ Online Training

1. Introduction to CPQ

Introduction to Salesforce CPQ Manage Package.
How to configure and Grant permission to Salesforce CPQ.
Salesforce CPQ process Flow.
Quote Line Editor Overview.
Package Settings Overview.

2. Salesforce CPQ Products

Non- Subscription/One-Time/Standalone Products
Subscription Products
MDQ Products
Usage-based Products
Bundle Products
Perpetual Products

3. Salesforce CPQ Lifecycle

Creating Product
Pricebook
Pricebook entry
Creating an Account
Contact
Opportunity
Quote
Quote Document Generation
Order
Contract
Asset

4. Pricing Methods in Salesforce CPQ

List Price
Cost Price
Block Price
Percent of Total

5. Prorate Precision

Prorate Multiplier
Proration Methods and Formulas

6. Bundle Configuration

Product Bundle Settings
Creation of Bundle header, Features and Product Options
Nested Bundle
Option Constraints
Attributes (Configuration, In-Line, Global)

7. Product Rule

Alert Product Rule
Validation Product Rule
Selection Product Rule
Filter Product Rule

8. Price Rule

Price Rule creation
Updating custom fields using Price Rules

9. Summary Variable and Lookup Queries

Summary variable creation
How to use Summary variable in Product and Price rules
Lookup queries creation
How to use lookup queries in Product and Price rules

10. Discount Schedule

Slab Discount Schedule
Range Discount schedule
Discount schedule with Block Pricing

11. Price Waterfall

How different pricing fields relate to each other.
Unit price VS Total Price
How to override Price Waterfall

12. Calculation Sequence in Salesforce CPQ

Calculating field set
CPQ quote calculation stages.
Disable real-time Calculation for quotes.
Enable Asynchronous Calculation for Quotes

13. Twin Fields and Special Fields in Salesforce CPQ

Mapping custom fields between Objects.
Different Special fields in Salesforce CPQ.
Use case scenarios for Special fields.

14. Quote Document Generation

Overview of Quote Document
Quote template creation
Type of Template Content
Additional Document
Document File format and permissions
Dynamic output display

15. Custom Action

Custom action creation
Search filters
Use cases for Custom Action and Search Filters

16. Guided Selling

Quote Process
Process Input
Process Input Condition
Real life Example of Guided Selling

17. Contracts, Renewal & Amendments

Introduction to Contracts
Renewal Model
Amendment Process
Renewal Process

18. Contacted Pricing

Setup contacted price on Accounts.
Considerations for Contacted Pricing
Automatically create Contracted pricing

19. Order Management in Salesforce CPQ

Salesforce CPQ orders
Order Package Settings
Group Orders on Quote

20. Advance Approvals

Advanced Approvals New Introduction
Advanced Approvals Enable Quote
Advanced Approvals Email Templates
Advanced Approvals Email Services
Advanced Approvals Set Up Rule
Advanced Approvals New Smart
Advanced Approvals Dynamic Approvers
Advanced Approvals Delegating Approvers
Advanced Approvals Replacing Approvers

21. E-Signature Integration

E-signature implementation
Send Quote documents to customers to Sign.

22. CPQ data Migration and Deployment

Data Migrations techniques and best practices
Deployment tools
Deployment best Practices

23. Salesforce CPQ Certification Assistance

Data Migrations techniques and best practices
Deployment tools
Deployment best Practices

24. OtherMiscellaneous

MDQ Quoting
Multi-currency in Salesforce CPQ

25. Mini Project

Mini project stimulating real life scenario on salesforce CPQ.

Free Career Counselling

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Have Any Questions on Salesforce CPQ Online Training?

FAQ’s

Can I attend a Salesforce CPQ Online Training Demo session before enrollment?

We have limited participants or only one participant in a live Salesforce CPQ Online Training session to maintain the quality standards. Se we provide demonstration session before enrollment. without attending demonstration learner couldn’t able to clear his technical doubts about his desired technology. So we always recommend a learner to attend a demonstration with the Instructor who will deliver Salesforce Admin Online Training

Who is instructor at SV Tech Soft?

All the instructors at SV Tech Soft are experts from the industry with minimum 9-12 years of relevant IT experience. They are subject matter experts for providing an awesome learning experience for Salesforce Admin Online Training.

Can i get Salesforce CPQ Videos and study Material?

Yes you will get Salesforce CPQ Training videos during Salesforce CPQ Online Training. and it is compulsory to work at home to enhance real time scenarios. And yes instructor will provide Salesforce CPQ Online Training study material during training tenure.

Can i get any assistance for Certification and any Training certificate with this Training?

Yes you will get a Course completion training certificate from SV Tech Soft ,and Instructor will assist you to prepare workday certification. SV Tech Soft is one of the best Salesforce CPQ Online Training Institute.

Do you have more queries on Salesforce CPQ Online from India?

Please Contact (+91) 9394-117-119 or you can share your queries through svtechsoft@gmail.com

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