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.
Order Management is part of the Salesforce CPQ Plus license. This course will introduce you to Order Management and how to set it up in your Salesforce Org. We will also review why and when you should use Order Management.
In the next section, you will learn how to manually create orders from a quote, and the unique features this process brings to the table. We will follow with automated order creation and examine the powerful scenarios it can support.
We will finish this course with in depth review of contracting orders.
You will have access to this course for 90 days from enrollment date.
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Course Content
About Instructor
Course Includes
- 5 Lessons
- 17 Topics