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Success with Salesforce CPQ And Salesforce Billing

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Salesforce offers a full quote-to-cash platform, comprised of Salesforce CPQ (configure-price-quote) and Salesforce Billing. You can configure quotes, manage pricing, and create contracts and orders with Salesforce CPQ. From there, you can generate invoices, collect one-time and recurring payments, and easily recognize revenue with Salesforce Billing.

Before you Begin

New Customer Admin Onboarding

New to Salesforce CPQ or Salesforce Billing? Join us for an Admin Onboarding webinar.

Start with Trailhead

Learn Salesforce CPQ the fun way with guided learning paths of interactive tutorials.

Required CPQ Admin Training

Training covers core CPQ functionality and setup, and it prepares admins for a seamless rollout.

Consider Implementation Support

To ensure an efficient deployment, customers are strongly encouraged to engage a partner or purchase CPQ or Billing services support hours. Connect with your Account Executive for partner recommendations that fit your business requirements.

Smart Start Workbook

Eager to begin your implementation? Get started by using our Smart Start tool to organize your data and collect business requirements.

Success Resources

Join the the CPQ and Billing Community Forum

Engage with other CPQ and Billing experts: Share ideas, ask questions, get answers, and stay up to date on our quote-to-cash products.

Online Training

From office hours to webinars, we're committed to delivering easy-to-access and easy-to-attend training and support.

CPQ and Billing Knowledge Base

Take advantage of the extensive CPQ and Billing knowledge base. You'll find articles on a variety of topics including guidebooks, tutorials, product features, product functionality, notes for developers, and much more.

Certification

You know CPQ inside and out. Ready to earn your Salesforce Certification for the product?

Implementation Success Basics

Installation and Setup

You're ready to implement CPQ or Billing, so let's get started! Here are some additional resources our customers have used for successful implementations.

Stay Up-to-Date on New Releases

Read about about new package enhancements and features.

Legacy Data

Learn how to migrate information from your current system into CPQ.

Salesforce CPQ and Salesforce Billing Demo Video

Resources

Find the best strategies for developing quality data.

  • SEE CPQ IN ACTION

Got Questions? Join our Trailblazer Community

JOIN NOW