Salesforce Revenue Cloud (CQQ + Billing) Live Training
- Description
- Curriculum
Course content:
Salesforce CPQ
- Introduction to Salesforce CPQ Manage Package.
- How to configure and Grant permission to Salesforce CPQ.
- Salesforce CPQ process Flow.
- Quote Line Editor Overview.
- Package Settings Overview.
- Non- Subscription/One-Time/Standalone Products
- Subscription Products
- MDQ Products
- Usage-based Products
- Bundle Products
- Perpetual Products
-
Debugging Lightning Components
- Creating Product
- Pricebook
- Pricebook entry
- Creating an Account
- Contact
- Opportunity
- Quote
- Quote Document Generation
- Order
- Contract
- Asset
- List Price
- Cost Price
- Block Price
- Percent of Total
- Prorate Multiplier
- Proration Methods and Formulas
- Product Bundle Settings
- Creation of Bundle header, Features and Product Options
- Nested Bundle
- Option Constraints
- Attributes (Configuration, In-Line, Global)
- Alert Product Rule
- Validation Product Rule
- Selection Product Rule
- Filter Product Rule
- Price Rule creation
- Updating custom fields using Price Rules
- Summary variable creation
- How to use Summary variable in Product and Price rules
- Lookup queries creation
- How to use lookup queries in Product and Price rules
- Slab Discount Schedule
- Range Discount schedule
- Discount schedule with Block Pricing
- How different pricing fields relate to each other.
- Unit price VS Total Price
- How to override Price Waterfall
- Calculating field set
- CPQ quote calculation stages.
- Disable real-time Calculation for quotes.
- Enable Asynchronous Calculation for Quotes
- Mapping custom fields between Objects.
- Different Special fields in Salesforce CPQ.
- Use case scenarios for Special fields.
- Overview of Quote Document
- Quote template creation
- Type of Template Content
- Additional Document
- Document File format and permissions
- Dynamic output display
- Custom action creation
- Search filters
- Use cases for Custom Action and Search Filters
- Quote Process
- Process Input
- Process Input Condition
- Real life Example of Guided Selling
- Introduction to Contracts
- Renewal Model
- Amendment Process
- Renewal Process
- Setup contacted price on Accounts.
- Considerations for Contacted Pricing
- Automatically create Contracted pricing
- Salesforce CPQ orders
- Order Package Settings
- Group Orders on Quote
- Advanced Approvals New Introduction
- Advanced Approvals Enable Quote
- Advanced Approvals Email Templates
- Advanced Approvals Email Services
- Advanced Approvals Set Up Rule
- Advanced Approvals New Smart
- Advanced Approvals Dynamic Approvers
- Advanced Approvals Delegating Approvers
- Advanced Approvals Replacing Approvers
- E-signature implementation
- Send Quote documents to customers to Sign.
- Data Migrations techniques and best practices
- Deployment tools
- Deployment best Practices
- Data Migrations techniques and best practices
- Deployment tools
- Deployment best Practices
- MDQ Quoting
- Multi-currency in Salesforce CPQ
- Mini project stimulating real life scenario on salesforce CPQ.
Salesforce Billing
- Introduction to Salesforce Revenue Cloud
- Revenue Cloud Sales cycle Overview
- CPQ and Billing Relation
- Lead to Cash Process with Salesforce Billing
- Billing implementation Overview
- Introduction to usage Products
- Consumption schedules
- Usage and Usage Summary
- Legal Entity
- Tax Rules
- Tax Integration and Tax rates
- Billing Invoice introduction
- Invoice and Order relationship
- Next billing date considerations
- Invoice generation Automations
- Invoice grouping
- Invoice Line Pricing
- Payment Relationship
- Electronic payments
- Invoice Adjustments
- Cancelation
- Refunds
- Invoice Scheduler
- Payments Scheduler
- Accounting Finance Books
- Billing rule and Billing treatments
- Revenue Finance Books
- Revenue Recognition (Full and Partial)
- General Ledger
- Revenue Recognition Rule
- Trail head Module completion
- Mock tests
- Certification Questions Discussion
- Customer Asset Lifecycle Management
- Multi cloud billing support
- Finance Logging
- Contract API
- Approval API
- Document generation API
- Mini project stimulating real life scenario on salesforce CPQ + Billing
Why Salesforce Revenue Cloud Online Training From Peoplewoo Skills
Live Interactive Learning
- World-Class Instructors.
- Expert-Led Mentoring Sessions.
- Instant doubt clearing.
24x7 Support
- One-On-One Learning Assistance.
- Help Desk Support.
- Resolve Doubts in Real-time.
Lifetime Access
- Course Access Never Expires.
- Free Access to Future Updates.
- Unlimited Access to Course Content.
Hands-On Project Based Learning
- Industry-Relevant Projects.
- Realtime scenario’s explanation.
- Quizzes & Assignments.
Industry Recognised Certification
- Peoplewoo skills Training Certificate.
- Graded Performance Certificate.
- Certificate of Completion.
Enroll the Course
- Take your Salesforce journey from Beginner to Professional level.
Enroll Into Free Study Guide
Have Any Questions?
FAQ's
We have limited participants or only one participant in a live Salesforce Revenue Cloud Online Training session to maintain the quality standards. Se we provide demonstration session before enrollment. without attending demonstration learner couldn’t able to clear his technical doubts about his desired technology. So we always recommend a learner to attend a demonstration with the Instructor who will deliver Salesforce revenue cloud Online Training
All the instructors at Peoplewoo skills are experts from the industry with minimum 9-12 years of relevant IT experience. They are subject matter experts for providing an awesome learning experience for Salesforce revenue cloud Online Training. Peoplewoo is one of the best revenue cloud training Institute.
Yes you will get Salesforce Revenue Cloud Training videos during Salesforce Revenue Cloud Online Training. and it is compulsory to work at home to enhance real time scenarios. And yes instructor will provide Salesforce CPQ & Salesforce Billing Online Training study material during training tenure.
Yes you will get a Course completion training certificate from Peoplewoo skills,and Instructor will assist you to prepare workday certification.
Please Contact (+91)7875494672 or you can share your queries through info@peoplewoo.com
You can also WhatsApp us https://wa.me/message/IC3NEHHYXGVZN1 to get more details.
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Course Module Salesforce CPQ
-
1
1. Introduction to CPQ -
2
2. Salesforce CPQ Products
-
3
3. Salesforce CPQ Lifecycle
-
4
4. Pricing Methods in Salesforce CPQ
-
5
5. Prorate Precision
-
6
6. Bundle Configuration
-
7
7. Product Rule
-
8
8. Price Rule
-
9
9. Summary Variable and Lookup Queries System [SLDS]
-
10
10. Discount Schedule
-
11
11. Price Waterfall
-
12
12. Calculation Sequence in Salesforce CPQ
-
13
13. Twin Fields and Special Fields in Salesforce CPQ
-
14
14. Quote Document Generation
-
15
15. Custom Action
-
16
16. Guided Selling
-
17
17. Contracts, Renewal & Amendments
-
18
18. Contacted Pricing
-
19
19. Order Management in Salesforce CPQ
-
20
20. Advance Approvals
-
21
21. E-Signature Integration
-
22
22. CPQ data Migration and Deployment
-
23
23. Salesforce CPQ Certification Assistance
-
24
24. OtherMiscellaneous
-
25
25. Mini Project
Course Module Salesforce Billing
-
26
1. Introduction to Salesforce Billing
-
27
2. Usage Products
-
28
3. Legal Entity and Taxation
-
29
4. Invoice generation
-
30
5. Payments and Invoice Adjustments
-
31
6. Auto Create Invoice and Collect Payments
-
32
7. Record Keeping
-
33
8. Salesforce Revenue Cloud Consultant Certification Assistance
-
34
9. Billing Advance Topics
-
35
10. Revenue Cloud Custom Development and APIs
-
36
11. Mini Project
-
37
11. Mini Project
Course details
Duration
10 Hours
Lectures
37
Video
10 Hours
Level
Advanced
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