Whether you’ve undergone extensive Salesforce CPQ Training with Trailhead or you’re attempting to self-teach the intricacies of Salesforce CPQ, the more resources you keep in your back pocket the better. From installation to everyday use, Salesforce CPQ training is essential for a self-sustaining business focused on growth and constant learning.
That said, online training videos may just be your best friend when climbing the ladder of Salesforce CPQ mastery. Helpful Salesforce CPQ training videos are abundantly available if you know where to look!
Luckily, Ashley Allen, Founder and CEO of ITequality, a Registered Salesforce Consulting Partner, has been actively involved in creating some of the best Salesforce CPQ training videos out there. Here are 10 helpful videos to get you started:
This 30-minute video runs through the differences between Salesforce CPQ and standard quoting methods. From basic properties to when to use each, the video covers examples and clarifies questions to help you develop a firm grasp on the varying concepts of quoting. Ashley concludes the video by providing a list of what to watch out for with Salesforce CPQ as well as concrete steps to take before setting up Salesforce CPQ.
If you’re new to the world of Salesforce, there’s no need to panic if you are struggling to install and set up the CPQ package— many other beginners do too. If you find yourself in the same boat, this short 10-minute video is a great place to start! We cover the installation, authorization of the new calculation service, CPQ quote page layouts, template content, and generating a test quote to help you get started.
This video is the first of a 6-part series that covers several components of Salesforce CPQ post-installation. In this 20-minute tutorial, Ashley demonstrates how to retrieve the appropriate package installation links, update page layouts, add and select products to generate quotes, and create template contents. By the end of the video, you should be well on your way to configuring a basic template for your quoting needs.
This 10-minute tutorial is a continuation of the previous video. It covers further Salesforce CPQ template details and touches upon price rules and product rules. This includes a thorough list of template components you are able to edit including the organization of sections, the addition of terms and conditions, style information, etc. After watching Parts 1 and 2 of this set of tutorials, you should be able to customize and generate quote documents to your preference.
In this 20-minute video, Ashley covers co-terming and amending contracts in Salesforce CPQ. They walk you through the CPQ experience, record creation from the user perspective/ front end, contract creation, subscription product creation, contract renewal, etc. This tutorial is a great resource if you want to gain a holistic overview and understanding of contract management.
This 15-minute tutorial explains the process of building product bundles and product rules. Ashley demonstrates how to create and configure bundles with tips and tricks for saving time through various setting options. Lastly, they show you how to edit and test a validation and alert type product rules.
This 30-minute video runs through several methods of setting up prices for various types of products with discount schedules, block pricing, and list pricing. In addition, Ashley examines the differences between the different pricing options and explains how these operate on and affect the existing quote. Note, the tutorial does not cover partner discounts nor price rules.
In this 40-minute video, which is the final tutorial of the 6-part series, Ashley demonstrates how to add and work with a partner when implementing Salesforce CPQ. They begin with reviewing the ins and outs of pricing waterfalls and discounts, discuss both lightning and classic options as well as advanced options to help streamline the process. This should help you specify a Partner on a Salesforce CPQ quote, default a Partner from an Opportunity Partner Related list, create a custom filtered Partner lookup, and more.
This 15-minute demo is a walkthrough of the end user CPQ process and runs through the steps of generating a standard CPQ quote and contract in Lightning. In addition, Ashley explains the difference between ‘renewal quoted’ and ‘renewal forecasted’.
Similar to its counterpart above, this is another 15-minute walkthrough of the end user CPQ process but in Classic instead of Lightning. Ashley discusses the various components of Classic, such as renewals with probations and amendments, that aid in the overall productivity of Salesforce CPQ.
Get Help From an Expert
Even with an abundance of videos, successful and efficient implementation of Salesforce CPQ can prove a massive endeavor. That’s where Ashley Allen and the skilled team at ITequality can help!
ITequality is a Registered Salesforce consulting partner with the expertise to help with all of your Salesforce CPQ training needs. ITequality offers additional Salesforce CPQ training so that their clients, beginner or veteran, don’t feel the need to rely on an external team to manage their Salesforce integrations. From the learning-packed videos to the extra training they offer, ITequality will be your trusty co-pilot as you traverse the vast world of Salesforce CPQ.