Courses

  • 8 Lessons

    Advanced Approvals (Salesforce)

    COMING SOON! This course covers Salesforce Advanced Approval manage package. It covers concepts, custom configuration, and implementation for any object in Salesforce that you want to wrap around an approval process. Advanced functionality such as Smart Approvals is also explained.

  • 7 Lessons

    Advanced Contracting in Salesforce CPQ

    COMING SOON! This course dives deep into advanced settings in the context of renewals and amendments. It covers complex use cases for both types of transactions and explains how to handle them. The course assumes that you are already familiar with the "happy path" for contracts, amendments and renewals, as it does not cover the basics and instead, it focuses on advanced scenarios and complex situations.

  • 4 Lessons

    Advanced Pricing in Salesforce CPQ

    COMING SOON! This course goes deep into the inner workings of the price engine in Salesforce CPQ. Upon completion, you should have an understanding on how to leverage the different elements of pricing to design and implement optimally.

  • 5 Lessons

    Multi-Dimensional Quoting (MDQ) for Salesforce CPQ

    COMING SOON! Multi-Dimensional Quoting or MDQ, is the response from Salesforce CPQ to handle multi-year deals. Its effects are widespread through the entire CPQ package, from the QLE and a modified user experience, all the way to contracting and generating amendments and renewals. Learn how to navigate the complexities of this advanced functionality in the Salesforce CPQ package.

  • 5 Lessons

    Order Management with Salesforce CPQ

    COMING SOON! This course provides a in-depth journey into Order Management with Salesforce CPQ. This module is available if you have purchased Salesforce CPQ Plus. Upon completion of the course, you will have a thorough understanding of configuring the CPQ package to support order management. You will also understanding in which cases you should proceed with manual vs. automated order creation, as well as how to split a quote into multiple orders. Finally, you will learn how to contract orders.

  • 8 Lessons

    Plugins in Salesforce CPQ

    COMING SOON! There are many plugins available in the Salesforce CPQ package. Only a handful are used on typical implementation. The course will mention all plugins, but will explain only the most popular ones.