Salesforce CPQ+Billing
| Responsible | Kapil Patel |
|---|---|
| Last Update | 12/03/2025 |
| Completion Time | 4 hours 50 minutes |
| Members | 1 |
Salesforce
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CPQ Basics & Platform Architecture1Lessons · 1 hr 5 min
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Understanding Salesforce CPQ Framework
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Product Configuration & Bundling1Lessons · 20 min
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Creating Bundles and Applying Configuration Rules
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Pricing & Discounting1Lessons · 20 min
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Managing Price Rules and Discount Structures
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Quote Templates & Documents1Lessons · 15 min
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Designing and Customizing Quote Templates
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Approvals & Workflow Automation in CPQ1Lessons · 20 min
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Setting Up Automated Quote Approval Processes
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Order, Contracts, Amendments & Renewals1Lessons · 20 min
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Managing the Quote-to-Contract Lifecycle
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Billing & Invoicing1Lessons · 25 min
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Generating Invoices and Managing Payments
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Revenue Recognition Accounting Features1Lessons · 15 min
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Applying Revenue Recognition Rules
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Integration & Data Flow (Opportunity → Quote → Order → Invoice)1Lessons · 20 min
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Connecting CPQ with ERP and CRM Systems
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Security, Permissions & Setup (Profiles, Permission Sets, Licensing, Setup)1Lessons · 25 min
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Configuring Access and User Permissions
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Testing, Validation & Best Practices (Sandbox Testing, Edge Cases, Performance, Limits)1Lessons · 25 min
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Validating CPQ Setup and Following Best Practices
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Monitoring & Troubleshooting (Logs, Error Handling, Common Pitfalls)1Lessons · 20 min
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Identifying and Resolving CPQ Errors
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