Salesforce CPQ Training in Chandigarh

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Instructor-Led Online Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Access to the recorded sessions
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Digital Learning Material
  • 24x7 After Training Support

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Salesforce CPQ Training in Chandigarh Course Overview

Salesforce CPQ is a software that is used by sales team to optimize sales processes and quickly generate accurate quotes for orders. This software works in integration with ERP programs, CRM platforms and other business technologies ensuring accuracy and integrated data.

In the intricate fabric of modern sales processes, Salesforce CPQ (Configure, Price, Quote) has emerged as a beacon for efficiency and precision. This trailblazing platform revolutionizes the trifecta of product configuration, dynamic pricing, and agile quote generation, propelling businesses into a new echelon of sales prowess. Discerning this monumental shift, Multisoft Systems takes immense pride in presenting its stellar Salesforce CPQ Training in Chandigarh, the city of architectural marvels and burgeoning tech advancements.

Our training initiative in Chandigarh is orchestrated to resonate with a diverse spectrum of learners. From those commencing their Salesforce sojourn to seasoned professionals seeking CPQ specialization, the curriculum is a blend of depth and practicality. With Chandigarh's unique blend of modernity and heritage as the backdrop, participants are not just educated but also inspired to innovate in the dynamic tech spheres of this city.

Adhering to Multisoft Systems' commitment to imparting holistic knowledge, the Salesforce CPQ course is panoramic in its approach. It embarks with the rudiments of the platform, then gracefully meanders through the sophisticated alleyways of product tailoring, strategic pricing constructs, and efficient quote formulation. Blending incisive theoretical discourse with hands-on experiential sessions, we ensure participants metamorphose into Salesforce CPQ mavens.

Chandigarh, with its intriguing juxtaposition of traditional ethos and modern tech endeavors, constantly seeks adept professionals to elevate its IT domain. A command over Salesforce CPQ not only accentuates one's skill repertoire but also positions them as sought-after assets in this vibrant city's tech ecosystem.

Salesforce CPQ Course Objective
  • What are product, bundling and product rules?
  • How to configure product bundles to improve user interface and experience?
  • What are pricing methods and discounting and how to use them?
  • What are prices rules and how to implement them?
  • How to transfer quote data to the account?
  • Building contract cycle with amendments and renewals
  • What are quote templates?
  • How to generate dynamic output documents?
Salesforce CPQ Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Target Audience
  • IT Experts
  • Developers
  • Business Development Managers
Salesforce CPQ Course Prerequisites
  • There is no prerequisite for learning Salesforce CPQ. Anyone who is interested to work on Salesforce domain can join this course.
Salesforce CPQ Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completion of Salesforce CPQ Training course.

Salesforce CPQ Training in Chandigarh Course Content

Module 1. Salesforce CPQ Overview

  • Lead-to-Cash Process
  • Architecture Background

Module 2. Installation and Configuration of Package

  • Installation Best Practice
  • Upgrade/Patch Installation Best Practice
  • Package Configuration
  • Post Installation-> Page Layout and Button Configurations

Module 3. Sales Cloud

  • Lead Creation & Conversion
  • Account Creation
  • Account Creation
  • Contact Creation
  • Opportunity Creation

Module 4. Product Configuration

  • Standalone products
  • Product Bundle Settings
  • Features for a Bundle
  • Product Options for a Bundle
  • Option Constraints for a Bundle
  • Configuration Attributes for a Bundle

Module 5. Advance Product Configuration Setting

  • Nested Bundles
  • Dynamic Bundle
  • Asset Conversion Method
  • Option Selection Layout
  • Code Configuration Pattern
  • Optional Products
  • Syncing Behavior with Opportunity

Module 6. Product Rules

  • Selection Product Rules and Using Lookup Queries
  • Validation Product Rule
  • Alert Product Rule
  • Filter Product Rule

Module 7. Custom Actions

  • Custom Actions

Module 8. Guided Selling

  • Guided Selling

Module 9. Pricing Waterfall

  • Original Price
  • List Price
  • Option Price
  • Special Price
  • Regular Price
  • Customer Price
  • Partner Price
  • Distributor Price

Module 10. Discounting

  • Discount Schedule 1. Slab Discount 2. Range Discount 3. Different places to apply discount schedule 4. Override Discount Schedule
  • Option Discount
  • Additional Quote Line Discounts 1.Percent 2. Amount 3. Unit Override 4. Total Override
  • Additional Quote Discounts
  • Group Level Discount
  • Tier based Discount
  • Discount by Package
  • Partner Discount
  • Distributor Discount
  • Contractual Discount

Module 11. Pricing Methods

  • List
  • Cost
  • Percent of Total
  • Block

Module 12. Usage Based Pricing
Module 13. Multi-Dimensional Quote
Module 14. Contract Pricing
Module 15. Pricing Rules

  • Price Rule Creation
  • Look Up Object and how it is used using Pricing Rule

Module 16. Quote Templates

  • Quote Template Basics
  • Advance Quote Templates
  • Translation
  • Additional Document
  • Template Content
  • Sections
  • Translation

Module 17. Contracts

  • Contracts    

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Free Salesforce CPQ Training Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Salesforce CPQ Corporate Training

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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