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Salesforce CLM & CPQ: Streamlining Contract Operations

Master Salesforce CLM & CPQ to streamline contracts, pricing, and approvals. Learn to configure, automate, and integrate for smarter decisions and operational efficiency. Ideal for admins, consultants, and business leaders.

In Partnership withCoursera
Jul, 2025
1h
Intermediate
Business
1k Students

Course Overview

Ready to elevate your organization’s contract and pricing processes into a seamless and efficient system?  

In today’s competitive business landscape, mastering Salesforce CLM (Contract Lifecycle Management) and CPQ (Configure, Price, Quote) is a game-changer. This course provides the essential knowledge and skills to optimize contract operations and pricing strategies using Salesforce’s robust capabilities. 

Through hands-on training, you’ll learn how to configure Salesforce for CLM and CPQ, enabling your team to streamline the entire contract lifecycle—from creation and negotiation to execution. Gain expertise in designing efficient pricing workflows and automating approval processes to ensure compliance and accuracy at every stage. 

Harness the power of Salesforce reporting and analytics to uncover actionable insights that support smarter business decisions. Additionally, explore proven methods for integrating Salesforce with ERP, CRM, and other systems to create a unified data management approach. 

By the end of this course, you’ll be equipped to customize Salesforce to meet your organization’s specific contract and pricing requirements. Whether you’re a Salesforce administrator, consultant, or business leader, this course will empower you to enhance operational efficiency and deliver exceptional results for your clients or stakeholders. 

Let’s unlock the full potential of Salesforce CLM and CPQ and take the first step toward revolutionizing your contract operations today!

Skills you'll gain

Salesforce CPQSalesforce CLMContract Lifecycle Management in Salesforce CLM and CPQ automation tools CLM implementation guide

What you'll learn

  • Apply the fundamentals of Contracts in Salesforce.  
  • Explore the core features and capabilities of CLM and CPQ.  
  • Implement automation using approval processes in Salesforce CPQ and CLM.  
  • Apply best practices for Seamless Integration of CLM and CPQ. 

Who Should Attend

Designed for Salesforce Admins, Consultants, Business Analysts, and CRM users looking to streamline contract and pricing workflows, boost efficiency, and drive smarter business decisions with Salesforce CLM and CPQ.

Prerequisites

Familiarity with Salesforce basics, including navigation, standard objects (e.g., Accounts, Contacts, Opportunities), and Salesforce terminology. Basic understanding of Salesforce automation tools like Process Builder, Flow, and Workflow Rules.

This course is designed to be accessible, but basic familiarity with the domain will help you get the most out of the advanced modules.

Curriculum

Explore the comprehensive, hands-on curriculum designed to build your expertise step by step.

Meet your instructors

Saurabh Laturkar

Saurabh Laturkar

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Frequently Asked Questions

How much do the courses at Starweaver cost?

We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.

Do you offer any certifications upon completion of a course at Starweaver?

Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

Does Starweaver offer any free courses or trials?

No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.

Are Starweaver's courses designed for beginners or advanced students?

Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

What payment options are available for Starweaver courses?

We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.

Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

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