Black Friday 2024: 25+ Ways to Save on Online Learning

Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Trailhead

Go from Lead to Cash with Salesforce CPQ and Billing

Salesforce via Trailhead

Go to class Write review

Overview

Optimize your quoting and invoice process and build better team relationships.
  • Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
  • Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
  • Learn how Salesforce Billing optimizes the relationship between Finance and Sales.

Syllabus

  • Salesforce CPQ Basics
    • Get Started with Salesforce CPQ
    • Learn About Quotes
    • Select Products
    • Calculate Prices
    • Generate PDF Quotes
    • Manage Contracts and Renewals
  • Salesforce CPQ Features
    • Continue Your CPQ Journey
    • Understand Product and Price Rules
    • Understand Advanced Approvals and Advanced Order Management
    • Discover How CPQ Treats Time
  • Salesforce Billing Basics
    • Get Started with Salesforce Billing
    • Manage the Billing Process
    • Give Finance a Helping Hand
    • Deploy and Integrate with Salesforce Billing

Tags

Reviews

Start your review of Go from Lead to Cash with Salesforce CPQ and Billing

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.