YoVDO

Learning Salesforce CPQ

Offered By: LinkedIn Learning

Tags

Salesforce CPQ Courses

Course Description

Overview

Learn how to use Salesforce CPQ, which leverages the power of the Salesforce Sales Cloud, to easily create quotes and pricing.

Syllabus

Introduction
  • Welcome
  • What is CPQ for Salesforce?
  • What you need to know about CPQ
1. Getting Started with CPQ
  • The benefits of CPQ
  • CPQ and the sales cycle
  • Who uses CPQ?
2. Quotes
  • How quotes work in CPQ
  • How to access and edit quotes in CPQ
  • Primary quotes
3. Products
  • How to add products
  • Product bundles
  • Guided selling
4. Pricing
  • Generate pricing
  • Price books
  • Discounting
Conclusion
  • Next steps

Taught by

Christine Volden

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