Table of Contents
What are the guidelines for setting up Salesforce CPQ?
Guidelines for Setting Up Salesforce CPQ Once you’ve installed your CPQ package, review some common objects and features. 2 Manage Your Quotes with CPQ Salesforce CPQ Patch Notes Mapping Custom Fields Between Objects Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created.
What languages are supported by Salesforce CPQ?
Salesforce CPQ-Supported Languages Salesforce CPQ supports English, Spanish (Mexican), French, German, Japanese, and Brazilian Portuguese. You can change the Salesforce language by editing company settings, but Salesforce CPQ-specific values are translated only for the six CPQ languages.
Does Salesforce require coding?
Does Salesforce Require Coding? Generally speaking, a career in the Salesforce ecosystem does not require coding skills. A core principal of the platform is based upon no-code / low-code / declarative configuration.
How to customize quote line editor in Salesforce CPQ?
Apply Visual Themes to the Quote Line Editor Customize your quote line editor with theming options. Override Default CPQ Custom Labels Salesforce CPQ stores most of its labels and messages as custom label records. Override a custom label’s default text with new text of your choosing.
Does Salesforce require programming?
Hence, Salesforce Admin will be working with a team of developers, consultants, and others. They will take care of the coding part. So, a Salesforce Admin doesn’t require coding as a part of his daily task.
What does a Salesforce CPQ developer do?
Job Description The Senior Salesforce & CPQ will be responsible for the design and development of flexible and scalable solutions on the Salesforce and CPQ platforms. This role requires that you understand Salesforce and CPQ design and development best practices and can apply them to the delivery of business solutions.
How long does it take to learn Salesforce CPQ?
approximately 12 hours and 45 minutesTrailhead estimates this course will take you approximately 12 hours and 45 minutes to complete. There are several modules, each containing 4-8 units. Modules in this course include: Configurable bundles in Salesforce CPQ.
Is Salesforce CPQ easy?
Salesforce CPQ is one of the best CPQ platform when I compare it with other CPQ platforms I used in my previous organization. Its smooth integration with Salesforce sales cycle and quotation process proved it to be a simple yet powerful tool for our marketing and sales team.
What is Salesforce CPQ training?
Salesforce CPQ Course Overview. igmGuru’s Salesforce CPQ training online enables you to handle the sales process by providing knowledge about pricing and quoting to the buyers. This training program helps you to learn about pricing methodology, discounting, and quote management.
Is Salesforce CPQ worthwhile?
Solutions like Salesforce CPQ can integrate with your CRM to automate as much of these final steps as possible. The result is better sales productivity and a better closing rate. In fact, companies who use a CPQ tool see, on average, 17% higher lead conversion than those who do not.
Is CPQ difficult to learn?
Because it is highly customizable and complex, CPQ isn’t always the most intuitive to navigate. And, ensuring your team adopts this new tool is a completely different beast in and of itself. Thankfully, we have a few recommendations that can help you get started.
Is CPQ difficult?
Salesforce CPQ is often criticized for its complicated and long setup, leaving sales teams overwhelmed with new processes. Such an issue, however, can be the result of a mindless approach to the project goal-setting.
Is Salesforce coding difficult?
Though Salesforce is extensive, it is not difficult to learn. If you put your mind and concentration into learning the Salesforce CRM and at the same time take up this online Salesforce Training course, you will be able to master Salesforce within weeks.
Is CPQ part of CRM?
Seamless Proposals, Quotes & Contracts However, a CPQ is integrated into the CRM, turning product configuration, pricing, and quote generation into a seamless part of the sales process.
What does a CPQ analyst do?
Coordinate validation activities and ensure processing of findings (bugs, change requests). Support business in the validation process acting as an expert regarding the system functionality. Support training. In cooperation with business develop training materials about the CPQ automation.
What is Salesforce CPQ specialist?
The Salesforce CPQ Specialist certification focuses on your knowledge of the Salesforce CPQ platform (formerly known as SteelBrick), it’s object model, capabilities, and administration of key features. The scope of this exam is narrow, but you are expected to have a lot of best practice knowledge.
What is Salesforce CPQ?
To ensure a smooth deployment of Salesforce CPQ, IT and SMEs should oversee the customization of the rules and options for configuring. Once deployed, CPQ should be implemented with plenty of training and support for the sales staff, who will learn to use CPQ for upselling and cross-selling. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals.
How does CPQ help sales?
CPQ reduces wasted time. In order for sales organizations to be profitable, they need to work smarter and more efficiently. A way to do so would be to take a look at lean manufacturing principles, such as eliminating waste in the production process and applying it to sales tactics.
Is waiting time a barrier to lean sales?
As Pryor maintains, unnecessary waiting time is a barrier to the lean sales process. process. If your sales force has to manually research and write each quote, they are spending their time needlessly. Don’t risk a deal becoming weaker because your sales reps can’t configure the right prices for the customers’ needs.
Salesforce CPQ Specialists
Salesforce CPQ specialists are in high demand, experienced CPQ specialists are in short supply and one of the most difficult certifications to obtain is the Salesforce CPQ Professional certification. I am a Salesforce CPQ training Professional accredited by Salesforce and I’ll share exactly how I passed the test in this article.
Quick Description of Main Features of Salesforce CPQ
CPQ helps to build packages of features and options for the product. Options are defined as package categories, and the choices are defined as components.
Specific Research History
Next, I did some of the trailhead modules of Introduction to Salesforce CPQ to ensure my general knowledge was up to date. Such modules were those which had no connection with Trailhead Playground/Dev orgs. They were merely reading questions and quiz questions.
Took the CPQ 211 Test at Salesforce
Subsequently, I took as a virtual student the Salesforce CPQ online training Admin Essentials for Experienced Administrators (CPQ 211). It was a four-day course, intense, focused on covering a wide range and depth of CPQ topics. If you have any holes in your knowledge regarding what’s required for the examination, this will fill them up for you.
Trailheads Interactive
It reinforced my core ideas and gave me a new approach to CPQ exam subjects, other than the course. The modules/projects are all in the CPQ Admin Essentials trail for Learn Salesforce. None of this beats hands-on!
Know CPQ Admin Essentials CPQ on Salesforce
The day after my course with CPQ 211 ended, I went back and took about 15 pages of notes on all the content of the course. I had my CPQ org open while I was taking the notes, so I could drill into each topic area and see the fields and objects involved for each topic.
Last Thought
When you are considering taking the CPQ Specialist Exam, I strongly recommend that you come up with a plan of study. The one I outlined in this post worked very well for me, but there may be other strategies that work better. You can learn more through Salesforce CPQ online training in India .
Implementation and integration are simple
When you have the right partner, implementation and integration are simply checkboxes on your list. Our strategic partners are chosen for their experience with thousands of companies across a broad range of business sizes and industries, so whatever your business, they have the expertise to get you up to speed.
Get Certified in CPQ
You can master quote-to-cash with one of our training courses. If you have Salesforce Admin skills, then you already have many of the skills you’ll need to deploy and manage Salesforce CPQ. We offer instructor-led classroom training, self-led training you can complete on your own, and instructor-led training onsite at customer locations.
