Salesforce CPQ

Master the skills needed for Salesforce CPQ. Covers all topics as mentioned in the Salesforce CPQ study guide.

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About Salesforce CPQ

CPQ stands for Configure, Price, Quote. In Salesforce, Salesforce CPQ (formerly known as SteelBrick) is a software solution that enables businesses to accurately generate quotes for complex products and services, manage pricing strategies, and streamline the sales process from configuration to quote creation.

It helps organizations improve sales efficiency, reduce errors, and enhance customer satisfaction by automating and optimizing the quoting process.

This Course Includes:

  • 60 hours on-demand video
  • Access on mobile and TV
  • 28 downloadable resources
  • Certificate of completion

Key Concepts

  • Configure and customize Salesforce CPQ for efficient quote management.
  • Understand high-level requirements and translate them into Salesforce CPQ applications.
  • Implement business logic using workflows and Approval Processes in Salesforce CPQ.
  • Create Profiles and Permission Sets to manage user access levels in Salesforce CPQ.
  • Create and manage Users, assigning them to appropriate Profiles & Permission Sets. Manage Licenses.
  • Utilize the Data Loader tool to Import, Update, Delete, and Export records in Salesforce CPQ.
  • Build applications using declarative syntax in Salesforce CPQ.
  • Build a data model using objects, fields, relationships, and validation rules in Salesforce CPQ.
  • Design UI components using Record Types, Page Layouts, Tabs & Apps in Salesforce CPQ.
  • Set up security for records using Organization-Wide Defaults in Salesforce CPQ.
  • Build the sharing model using tools like Role Hierarchy in Salesforce CPQ.
  • Create and customize reports and dashboards specific to Salesforce CPQ.
Salesforce CPQ
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Instructor Information

Hi, I'm Ankit Rathi. As a seasoned Salesforce professional, I bring extensive experience in Salesforce administration and customization. My passion is helping individuals master the skills needed to succeed in the Salesforce ecosystem.

Credentials

I proudly hold the prestigious Salesforce Certified credential and boast over 7 years of hands-on experience, contributing to a variety of successful Salesforce projects. My mission is to share practical insights, industry best practices, and real-world scenarios to equip you for success on your own Salesforce journey.

Course Features

Interactive Elements

Our course is designed to be engaging and interactive. We incorporate quizzes, discussion forums, and live sessions to provide a dynamic learning experience. You'll have the opportunity to apply your knowledge in real-world scenarios and interact with fellow learners.

Certification Preparation

Get ready to ace the Salesforce CPQ Certification. Our course goes beyond theoretical concepts, offering practical insights and hands-on exercises that align with the certification exam. We focus on preparing you not just for the exam but for success in your Salesforce CPQ career.

Hands-On Labs

Practice your skills in real-world Salesforce CPQ scenarios with our hands-on labs.

Expert Instructors

Learn from experienced Salesforce CPQ professionals and industry experts.

Community Support

Connect with a vibrant community of Salesforce CPQ learners and get support throughout your journey.

Flexible Learning

Access course materials at your own pace and convenience.

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Pricing

Unlock the full course experience for only $299. Limited-time offer with a 10% discount for early birds! Flexible payment plans are available to suit your budget.

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Enrollment Process

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Why Choose Us?

Flexible learning options to suit your schedule.

Experienced instructors with real-world expertise.

Join a community of learners for support and networking.

Free Resources/Demo

Explore our free resources and demo to get a sneak peek into the course content and quality.

Sample Lesson: Introduction to Salesforce CPQ

Watch a sample lesson from our course to understand the teaching style and course content.

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Downloadable Guide: Getting Started with Salesforce CPQ

Get a downloadable guide that introduces you to the basics of Salesforce CPQ.

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