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Salesforce Revenue Cloud (CPQ + Billing) Online Training

Become an expert in Salesforce CPQ and Billing (Revenue Cloud) by gaining essential knowledge from the industry experts in Salesforce CPQ. We have curated our Salesforce CPQ Training in such a way that it meets the industry standards. Along with the training on Salesforce CPQ & Billing, you will also get a chance to work on a real-time project which will help you to test your understanding. During your training for Salesforce CPQ, our trainers will assist you and guide you to learn the concepts practically. Enroll now for our Salesforce CPQ certification training and add weightage to your profile

Why Salesforce CPQ + Billing Training from SV Tech Soft

  • World-Class Instructors
  • Expert-Led Mentoring Sessions
  • Instant doubt clearing
  • One-On-One Learning Assistance
  • Help Desk Support
  • Resolve Doubts in Real-time
  • Course Access Never Expires
  • Free Access to Future Updates
  • Unlimited Access to Course Content
  • Industry-Relevant Projects
  • Realtime scenario’s explanation
  • Quizzes & Assignments
  • SV Tech Soft Training Certificate
  • Graded Performance Certificate
  • Certificate of Completion
  • Take your Salesforce Revenue Cloud  journey from Beginner to Professional level.

Revenue Cloud Course content: ( CPQ+Billing )

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
  • 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

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Have Any Questions?

FAQ's

We have limited participants or only one participant in a live Salesforce CPQ 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 Admin Online Training

All the instructors at SV Tech Soft 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 Admin Online Training.

Yes you will get Salesforce CPQ Training videos during Salesforce CPQ Online Training. and it is compulsory to work at home to enhance real time scenarios. And yes instructor will provide Salesforce CPQ Online Training study material during training tenure.

Yes you will get a Course completion training certificate from SV Tech Soft ,and Instructor will assist you to prepare workday certification.

Please Contact (+91) 9394117119 or  you can share your queries through svtechsoft@gmail.com

You can also WhatsApp us @ +91-939-411-7119 to get more details.