Introduction - Salesforce CPQ

Learn Salesforce CPQ for FREE!
Free tutorial
Rating: 4.5 out of 5 (1,220 ratings)
12,915 students
English
The main goal of the course is to make you a skilled CPQ professional —even if you have not worked in a CPQ platform before.

Requirements

  • Basic knowledge of using salesforce platform as business user, CPQ login and internet connection

Description

This course covers the fundamentals that are necessary for users to begin leveraging their quoting process using Salesforce platform.  It will take over an hour to complete, and will enable users to successfully begin executing CPQ by learning pricing methods, CPQ object data model, technical configuration of discounting, output documents. 

Who this course is for:

  • For a newbie or a Business Analyst or a Salesforce Developer or a Business user, who wants to know about CPQ business flow and how to do implement on Salesforce

Course content

1 section13 lectures1h 19m total length
  • Introduction
    02:48
  • Create a Quote
    04:38
  • Product Bundle - Option and Features
    09:08
  • Product Bundle - Option Constraint
    05:39
  • Product Rule - Select Product Options
    06:11
  • Product Rules - Summary Variable
    04:29
  • Product Rules - Configuration Attribute
    09:26
  • Custom Actions
    04:24
  • Guided Selling
    06:17
  • Discount Schedule
    07:53
  • Block Pricing
    04:26
  • Price Rule
    05:07
  • Quote Template
    08:34

Instructor

Salesforce Certified Architect
Hirday Lamba
  • 4.3 Instructor Rating
  • 4,969 Reviews
  • 41,492 Students
  • 10 Courses

Hirday works as a consultant to help clients implement, support and manage Salesforce solutions.

Furthermore, he knows that the first step toward achieving success with Salesforce is to clearly understand how to leverage the powerful features that are offered in the platform. His end goal is to educate students to become Salesforce experts through tutorials, tips based on experience, and recommendations that follow best practices.