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Customized Training Solutions

  • Our training program is tailor-made to facilitate the successful adoption and ongoing support to new implementations
  • Our experts provide didactic instruction followed by hands-on application
  • Flexible scheduling - you dictate session duration and frequency
  • Training resources and documentation transferred

Highly Experienced
Instructors

Learn by Doing ​​
Methodology

Cost
Effective​

Delivered in-person
or Remotely

Knowledge
Management Transfer​​

Continuing
Support

Real-World
Application and Practice

Access to Learning ​​
Management System

Course

  • Order Management Program
  • Omnistudio Program
  • EPC - CPQ Program

Duration

  • 10 sessions - 20 Hours
  • 10 sessions - 20 Hours
  • 10 sessions - 20 Hours

Programs

Order Management

Course Duration 10 sessions – 20 hs
Digital transformation for your business should be as fast and efficient as possible. Salesforce Industries Order Management module ensures complete order fulfillment covering all required steps, process and logistics. In this course you will learn the basic concepts and configurations of this powerful tool.
You will implement an End to End Order fulfillment as an Order Management Developer, configuring technical products, decompositions and order elements until an Order Product gets assetized in the customer Account.

What you will learn in this course:

Introduction to Order Management

What is Order Management?
What are Order Management Tasks
How CPQ and Order Management are Related

Order Decomposition

Decomposition Relationship
Decomposition types
Product Class and Scope

Orchestration Items

States
Orchestration Item Types

Advanced Content

Systems
System Interfaces
Retry Policies
Orchestration Dependencies
Assetization
Cancellations
Amending

Orchestration Plan

Orchestration Scenarios

Omnistudio

Course Duration 10 sessions – 20 hs
Salesforce Industries is the way to transform your business at the speed of innovation, leveraging the Salesforce Customer 360 platform.
In this course you will learn the general concepts for developing engaging, digital guided experiences with OmniStudio tools. You will learn how to use FlexCards, OmniScripts and OmniStudio Interaction Console to configure applications that elevate the user experience.

What you will learn in this course:

Introduction to Salesforce Industries

Industry Verticals
Data Model
Success Community
Process Library
Managed Packages

Introduction to OmniStudio

Digital Experience
Service Management
Developer Experience

Omnistudio

FlexCards
Dataraptors
Calculation Procedures
IDX Build Tool and IDX Workbench
Omniscripts
Integration Procedures
Calculation Matrices

Advanced Content

Action plan for certification

EPC - CPQ

Course Duration 10 sessions – 20 hs
Salesforce Industries is the way to transform your business at the speed of innovation, leveraging the Salesforce Customer 360 platform. In this course you will learn the general concepts of configuration, pricing and quoting applications for Salesforce Communications, Media, Insurance, Healthcare and Energy & Utilities Clouds.
You will implement as a CPQ Developer a product catalog with its respective price/costs, associated business rules to improve Order Capture.

What you will learn in this course:

Introduction to EPC - CPQ

Concepts and terminologies
UI CPQ
Order Creation: Order based on Assets
MACD (move-add-change-delete)
Order Line Item States

EPC - Enterprise Product Catalog

UI Product Console
Creation of simple and complex products (Product Structure)
Attributes, object types, picklists
Product life cycle

Pricing

UI Product Console – Pricing
Pricing in Bundle products
Price Matrices (Attribute Pricing Matrix, Source Target Matrix, Range Attribute Matrix)

Advanced Content

Advanced Rules, Context Rule and Attribute Rules
Promotion
Action plan for certification

Ready to get started?

Let’s Learn Together