- Module 1: Creating a Quote in Salesforce
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Quote-to-Subscription Workflow
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Creating Accounts, Contacts, and Opportunities in Salesforce
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DEMO: Creating an Account, a Contact, and an Opportunity
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DEMO: Configuring Opportunity Page Layouts
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Creating a New Quote
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DEMO: Creating a New Quote
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Creating an Amendment Quote
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DEMO: Creating an Amendment Quote
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Module Recap
- Module 2: Quoting with Guided Selling
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Guided Product Selectors
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Configuring Guided Product Selectors
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DEMO: Enabling Guided Selling in Zuora CPQ
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DEMO: Creating a New Quote Using Guided Selling
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Module Recap
- Module 3: Creating Ramp Deals
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An Overview
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DEMO: Setting Up the Ramp Deal Feature in Zuora Quotes
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Creating a Ramp Deal
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DEMO: Creating a Ramp Deal
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DEMO: Adding and Removing Products from a Ramp Deal
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Module Recap
- Module 4: Quote Metrics
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"Calculate Quote Metrics Through" Setting
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DEMO: "Calculate Quote Metrics Through" Setting
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Calculation/Recalculation of Quote Metrics
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Limitations of Quote Metrics
- Module 5: End of Course
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What's Next?
Quoting & Advanced Functionality
This course describes how to create a quote with and without Guided Selling feature, how to create a quote , and how quote metrics are calculated in Salesforce.
Welcome to the Quoting & Advanced Functionality course.
This course will explain how to create a quote with and without Guided Selling feature and also demonstrates how to create a quote using the Ramp deal feature. It also explains how quote metrics are calculated in Salesforce.
By the end of this course, you'll be able to:
- Explain the quote-to-subscription workflow
- Identify the steps for creating new and amendment quotes without guided selling;
- Create new and amendment quotes
- Identify the steps for creating a new quote with guided selling
- Create a new quote using the guided selling feature
- Create a ramp deal
- Create product bundles
Note
To use Orders with Zuora CPQ, you must enable two settings:
- Store Existing Products
a. Navigate to Zuora Config > Advanced Quoting Configuration Settings.
b. Select the Store Existing Products check box. - Enable Orders
a. Open Developer Console by navigating to Debug > Open Execute Anonymous Window.
b. In the Enter Apex Code window, type: zqu.RefreshCustomSettingSchedulable.refreshOrdersPermission();
c. Click Execute.
d. Verify that the Enable Orders setting is correctly updated in Advanced Quoting Configuration Settings in the Zuora Config tab.
Click the Enter button above to start.