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Learn Salesforce CPQ and Billing from industry experts with real-time projects and certification preparation.
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- Salesforce CPQ Training is a professional training that helps you learn how to configure your products, create proper quotations, automate your pricing and approval processes in Salesforce CPQ. CPQ refers to Configure, Price and Quote and is extensively used by organizations which sell their products or services with various price schemes.
- The objective of a Salesforce CPQ Online Training is to help the learner understand the entire quote to cash cycle in Salesforce. Instead of creating quotations manually, Salesforce Online Course helps sales professionals create professional quotations in just minutes without having any pricing mistakes.
- During the Salesforce CPQ Online Course, you learn how to configure product bundles, create price books, define pricing schemes, discount approvals, create quote documents, automate your sales processes and many other things.
- Effective Salesforce CPQ Training should entail actual projects, whereby learners develop CPQ solutions that help companies automate their sales processes. This type of learning enables the learner to gain knowledge regarding how companies enhance their customer experiences through automation.
Salesforce CPQ and Billing Training
- Salesforce CPQ Online Course revolves around the financial aspects of the quote-to-cash cycle. Once a quote has been accepted and converted into an order, Salesforce Billing deals with invoices, payments, subscriptions, taxes, renewals, credits, and finances transactions.
- The Salesforce CPQ Online Training provides learners with knowledge about the billing automation process that occurs in the Salesforce suite. No longer dealing with invoices manually, organizations use Salesforce Billing to automate the processes of generating invoices, calculating taxes, managing recurring subscriptions, payments, and maintaining customers' balances.
- The following are some of the topics discussed in a Salesforce Billing Online Course:
- Organizations using Salesforce CPQ also implement Salesforce Billing since both of these applications cooperate in automating the sales and billing process.
- Practical Salesforce CPQ Online Course also implies working on real-life projects involving creation of billing schedules, generation of invoices, processing of payments, and automation of recurring billing for subscription-based organizations.
- Successful completion of a Salesforce CPQ Training in India allows specialists to work on implementation projects in a wide variety of industries: IT, healthcare, manufacturing, telecom, finance, insurance, and SaaS companies.
Billing Rules
Invoice Generation
Taxes Management
Credit Notes
Payments Processings
Subscription Billing
Order Products
Basic Revenue Recognition
Invoice Scheduling
Contract Renewals
- A Salesforce CPQ and Billing Training would assist students to get prepared for implementation initiatives and industry standard certifications. Though Salesforce updates the certification paths from time to time, the skills that are needed by employers always focus on implementation.
- An ideal Salesforce CPQ Training Course would encompass theory as well as implementation.
- An ideal learning path would be:
- Step 1: Understanding the Salesforce basics
- Step 2: Take Salesforce CPQ Training
- Step 3: Understanding Salesforce Billing
- Salesforce Billing Online Course should cover:
- Step 4: Live Project Exercises
- Step 5: Prepare for Certification
Before taking Salesforce CPQ Training, students must be aware of Salesforce CRM basics, objects, fields, security, reports, dashboards, and automation.
Product Configuration
Bundles
Price Rules
Product Rules
Quote Templates
Guided Selling
Discount Schedules
Approval Rules
Contract Management
Invoicing
Billing Rules
Subscription Billing
Payment
Credit Notes
Taxation
Renewals
Order Management
All Salesforce CPQ Training should incorporate practice exercises. Develop live projects on product configuration, pricing, invoicing, and subscription billing.
Mock test preparations, implementations, and interview questions before certification.
- Salesforce CPQ and Billing Training certified professionals are very much in demand since most of the companies are now opting for Quote to Cash (QTC).
- Salary varies depending on the above-mentioned factors.
- Experience & Average Salary (India)
- Experienced people having training on both Salesforce CPQ Training and Salesforce Billing Training usually get good chances because they can take care of the end-to-end Quote-to-Cash process.
- Salary-increasing skills are:
- One can enhance their career and salary package by adding Salesforce Agentforce certifications to project experience.
Fresher: 5 LPA - 8 LPA
2-4 Years: 8 LPA -14 LPA
5-8 Years: 15 LPA - 25 LPA
Senior Consultant: 25 LPA - 35 LPA+
Solution Architect: 35 LPA - 50 LPA+
Salesforce CPQ Configuration
Salesforce Billing
Apex Basics
Flow Automation
Product Rules
Price Rules
Revenue Cloud
Quote Templates
API Integration
Subscription Management
- This structured training roadmap for Salesforce CPQ and Billing enables the students to progress from being novice to implementation consultant.
- Phase 1 - Salesforce Basics
- Phase 2 - Salesforce Administration
- Phase 3 - Salesforce CPQ Training
- Phase 4 - Salesforce Billing Training
- Phase 5 - Integration
- Phase 6 - Live Projects: Hands-on practice with live projects like
- Phase 7 - Preparing for Placement
- This roadmap of the Salesforce CPQ and Billing Training will help learners to gradually develop implementation skills and become ready for Salesforce consulting.
Salesforce CRM Basics
Navigations
Objects
Fields
Security
Reports
Dashboards
Users
Profiles
Permission Sets
Validation Rules
Flows
Automation Process
Product Configuration
Product Bundles
Product Rules
Price Rules
Discount Schedule
Quote Template
Guided Selling
Contracting
Order Creation
Billing Rules
Invoice Generation
Payment Management
Subscription Billing
Credit Notes
Tax Rules
Revenue Recognition
Order Products
REST APIs
External Systems
ERP Integration
Payment Gateway Integration
Subscription billing in SaaS
Telecom Billing
Sales Automation in Manufacturing
Quote Management for Enterprises
Pricing with Multi-Currency
Automation of Approval Process
Writing Resume
Mock Interviews
Scenarios-based Questions
Preparing for Certification
Building Portfolio
- Experts who deal with Salesforce CPQ and Billing assist in automating the whole process of Quote to Cash (QTC). They ensure that there is efficiency in the product configuration, pricing, quoting, invoicing, and billing process. Experts can be involved in Salesforce CPQ Consultant, Salesforce Billing Consultant, Revenue Cloud Consultant, and Solution Architect based on their experience.
- Key responsibilities include:
Configuring products, product bundles, and prices based on the requirement of the business.
Creating and managing price rules, product rules, and discount schedules.
Creating professional quote templates and automation of the quotation process.
Creating guided selling configuration for recommending the right products for the sales team.
Creating configurations for contracts, subscriptions, and orders management.
Creating configurations for billing rules, invoices, and subscription billing.
Configuring credit notes, taxes, and payments.
Integrating Salesforce CPQ and Billing with ERP software like SAP, Oracle, and Microsoft Dynamics.
Testing of CPQ and Billing configurations before going live to avoid any mistakes.
Collaboration with sales, finance, and technical teams to optimize Quote-to-Cash process.
Troubleshooting of the issues in pricing, quoting, billing, and integration.
Documentation preparation, user training, and post-implementation support.
- Proficiency in Salesforce CPQ and Billing is highly valued by companies dealing with complicated products, subscription services, and voluminous sales. These tools enable automated handling of pricing, quotation, contract management, invoicing, and recurring billing, thus providing plentiful career prospects for those who have acquired the necessary skills.
- Here are some of the industries that hire the most in this field:
SaaS & Cloud Organizations - Manage subscriptions, renewals, and recurring billing.
Telecom - Configure service plans, pricing, and customer billing.
Manufacturing - Process product bundles, dealer pricing, and large-volume quotations.
Healthcare & Medical Devices - Automate quotation and contract management of equipment.
Financial Services & FinTech - Manage pricing, contracts, invoices, and payment processes.
IT Consulting & System Integrators - Implement Salesforce CPQ & Billing for enterprises.
Energy & Utilities - Assist in handling customer contracts, usage-based billing, and subscription services.
Insurance - Automate policy quotations, renewals, and premium billing.
Retail & E-commerce - Customize pricing, promotions, and B2B quotations.
Why Should You Learn SAP CPQ and Billing?
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CURRICULUM & PROJECTS
Salesforce CPQ Consultant Training Program
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- Slab Discount
- Range Discount
- Different places to apply discount schedule
- Override Discount Schedule
- Percent
- Amount
- Unit Override
- Total Override
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