Salesforce CPQ: Salesforce CPQ Basics for Admins

所在平台: Udemy

课程主页: https://www.udemy.com/course/salesforce-cpq-salesforce-cpq-basics-for-admins/

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**Coursera 课程总结:Salesforce CPQ — 管理员基础** 本课程是为希望成为优秀的 CPQ 管理员的学习者设计的,旨在教授 Salesforce CPQ 的基础知识和配置技巧。Salesforce CPQ 是一款强大的工具,能够帮助企业在任何产品配置场景下提供准确的定价。它能够考虑可选功能、定制化、数量和折扣,使销售代表能够快速、准确地生成报价。 **课程内容概述:** * **产品配置基础:** 学习如何配置和创建产品捆绑,以及为产品捆绑创建选项类型和功能。 * **产品规则与定价:** 掌握创建产品规则、汇总变量,并验证添加到捆绑中的产品。 * **折扣与报价模板:** 学习创建定价规则、折扣计划,并创建和配置报价模板。 **课程特色:** * **简洁高效:** 课程内容精炼,全面涵盖 Salesforce CPQ 的基础知识。 * **实践导向:** 课程内容并非单纯的幻灯片展示,而是强调“边做边学”,提供实操机会。 * **业务场景应用:** 课程中会涉及常见的 Lightning 业务场景,帮助学习者通过实际用例掌握 CPQ 的能力。 * **解决实际问题:** 课程结束后,您将能够利用 Salesforce CPQ 的强大功能解决基本的业务用例。 **学习目标:** 完成本课程后,您将能够: * 配置和创建产品捆绑。 * 创建产品捆绑的选项类型和功能。 * 创建产品规则。 * 创建汇总变量。 * 验证添加到捆绑中的产品。 * 创建定价规则。 * 创建折扣计划。 * 创建和配置报价模板。 本课程将为您提供 Salesforce Lightning CPQ 的基础知识和实践经验,帮助您更轻松便捷地完成产品选择和定价流程,并生成专业、完整且准确的报价。

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Want to learn Salesforce CPQ and become an awesome CPQ Admin ?CPQ Salesforce, or Configure, Price, Quote by Salesforce is a tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. The course will take you through Basic Salesforce CPQ features and configurations that will teach you how to solve business use cases with CPQ. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.After completing this course, you'll be able to:Configure and create Product BundlesCreate Option types and features for Product bundlesCreate Product RulesCreate Summary variable Validate Products added in a bundleCreate Pricing RulesCreate discount schedulesCreate and configure quote templateThe course is made very concisely keeping in mind that all the Basic information regarding Salesforce CPQ is covered. Salesforce CPQ makes the product selection and pricing process much easier and it helps you produce a quality quote that's complete and accurate and that looks professional. This course is not just a power-point presentation but its a complete hands -on course so you can learn by doing.At the end of the course you will be able to solve basic business use cases using the power of Salesforce CPQ. The course will give you the basic knowledge and hands on experience on Salesforce Lightning CPQ.Happy Learning!!

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