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.
This course assumes that you are already familiar with the basics of the Contracting process in Salesforce CPQ, and how to generate both Amendment and Renewal quotes.
We will start by reviewing a couple of advanced settings for renewals. Then we will move on to comparing amendments quotes and add-on quotes, how each of these processes are triggered, and compare pros and cons of each.
We will dive into several examples for the add-on process, especially when using bundles, and review how this compares to using amendments. We will repeat this learning approach over more examples, increasing complexity as we go.
In our next lessons, we will cover renewals and look at advanced settings. We will cover renewal pricing, as well as how to renew multiple contracts in a single transaction, looking at how to control such a renewal process.
We will finish with a comparison of the renewal models available in Salesforce CPQ.
You will have access to this course for 90 days from enrollment date.
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Course Content
About Instructor
Course Includes
- 7 Lessons
- 26 Topics