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Trailhead

Manage Quotes, Orders, and Assets with Industries CPQ

Salesforce via Trailhead

Overview

Learn all about quoting, ordering, and asset handling to transform your sales process.
  • Discover how Industries CPQ streamlines order capture.
  • Optimize quote and proposal creation to offer best-fit products and services to customers.
  • Create, submit, and change orders with ease to close sales faster.
  • Simplify changes to customers' products and services, like upgrades, downgrades, and more.
  • Streamline sales across multiple locations, service accounts, and subscribers.
  • Configure CPQ Cart to match your business requirements.

Syllabus

  • Industries CPQ Order Capture
    • Get Started with Industries CPQ
    • Explore Order Capture Flows
    • Work with the Application
  • Industries CPQ Quotes and Proposals
    • Prepare a Quote
    • Add Products to the Cart
    • Configure a Customer Solution
    • Generate a Proposal
  • Industries CPQ Orders
    • Create and Configure Orders
    • Submit and Monitor Orders
    • Change In-Flight Orders
  • Industries CPQ Asset Management
    • View Customer Assets
    • Manage Customer Assets with Change Orders
    • Perform Bulk Updates on Customer Assets
  • Industries CPQ Multisite Quotes and Orders
    • Get to Know Multisite Quotes and Orders
    • Create and Configure Multisite Quotes
    • Create and Submit Multisite Orders
    • Work with Multisite Assets
  • Industries CPQ Cart Configuration
    • Explore Industries CPQ Cart
    • Get Started with CPQ Cart APIs
    • Get Ready for CPQ Cart Configuration
    • Explore FlexCard Designer and CPQ Cart FlexCards
    • Configure CPQ Cart Cards with FlexCard Designer

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