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Create CPQ Selection Rules in 3 Easy Steps!

Автор: Master Salesforce CPQ & Pardot

Загружено: 2025-03-23

Просмотров: 25

Описание:

👉 Ready to dive deeper? Unlock the complete course and Master Salesforce CPQ here: ➡️ https://www.udemy.com/course/master-s...

🤝 Connect with Me
🔗 LinkedIn 🔵 :   / bzahrane  
===============================================

🚀 Unleash Your Salesforce CPQ Potential!

Are you ready to Master Salesforce CPQ and streamline your quoting, pricing, and product configuration processes ? This comprehensive course will take you from beginner to expert under 12 hours! Whether you're a Salesforce Admin, Consultant, Freelancer, Product Owner, Business Owner, or transitioning into a CPQ-related role, this course equips you with everything you need to succeed.

🔑 What You’ll Learn in This Video:
We’ll dive into Selection Rules in Salesforce CPQ, a powerful feature that automates product actions based on predefined conditions. You’ll learn:

What is a Selection Rule? Understand its purpose and how it simplifies product configuration during the quoting process. How, they allow you to automate the selection and configuration of product options within a bundle. These rules ensure that the right products are selected, hidden, enabled, or disabled based on specific conditions.


Available Product Actions: Explore the actions you can automate, including:

Add: Automatically add a product option.

Remove: Remove a product option.

Enable: Enable a product option.

Disable: Disable a product option.

Hide: Hide a product option from view.

Follow a Real-World Use Case: Step-by-step instructions to set up a Selection Rule that automatically "Adds" a Product Option when specific conditions are met. Starting with Creating a Product Rule record of type "Selection", Setting Error Conditions and finally Setting Product Actions.

Practical Application: See how Selection Rules work in action to Add a required Product, Remove incompatible Products or Hide irrelevant Products. Ensuring you can confidently implement them in your CPQ organization.

This hands-on tutorial will guide you through the process, ensuring you gain both theoretical understanding and practical skills.

🔑 What You’ll Learn in the Full Course :
This course is hands-on and practical. You’ll gain real-world experience by:

Setting up your own Developer Org to experiment in a Sandboxed environment.
Working through Practical Scenarios and Real-World Use Cases—all without coding.
Learning incrementally, no matter your experience level, to build confidence in your CPQ skills.


⭐️ How Is The Course Organized?
Each feature of Salesforce CPQ is broken down into easy-to-follow steps:
1- Understand each Feature in depth.
2- Watch detailed Setup Demonstrations for Practical application.
3- Apply Real-World Use Cases to solidify your understanding.

This approach ensures you gain both Theoretical and Practical Mastery of Salesforce CPQ.


🎓 The Outcome
By the end of this course, you’ll:

Be Confident in managing Salesforce CPQ for any Organization.
Stand out in a Competitive marketplace with advanced CPQ skills.
Unlock Career Opportunities by mastering one of Salesforce’s most in-demand tools.


👉 Ready to dive deeper? Unlock the complete course and take your CPQ expertise to the next level! Find out more here: ➡️https://www.udemy.com/course/master-s...

💡 Pro Tip: Subscribe for more Salesforce CPQ tutorials and updates. Don't forget to like, comment, and share your thoughts!

Create CPQ Selection Rules in 3 Easy Steps!

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