We customize our training to your specific implementation allowing the material to be easily digested. One size fits-all training practices are not always useful. We want your company to use Salesforce on an ongoing basis so user adoption is paramount.
Training starts on March 15th, 2021
CPQ Topics: (1 Month)
- Salesforce CPQ Basics
- Salesforce CPQ Features
- Products
- Product Rules
- Quote Line Editor
- Subscription Products
- Pricing Methods for Salesforce CPQ
- Discounting Tools in Salesforce CPQ
- Salesforce CPQ Order Generation
- Contracts & Amendments
- Home Security Subscription Renewals
- Quotes
- Advanced Approvals
Billing Topics: (1 Month)
- Billing Overview
- Integrating Salesforce CPQ and Salesforce Billing
- Order Management in Salesforce Billing
- Lead-to-Invoice/Lead-to-Cash
- Chart of Accounts
- Defining Rules and Treatments
- Setting up Taxation
- Setting up Products for Billing
- Order Setup
- Billing Process Overview/Invoicing
- Payments and Credits
- Understanding the Revenue Recognition Process