About the Commercial Clause self-service process training

The Commercial Clause Self-Service Course provides a quick and practical guide to managing commercial clauses in Salesforce. In under 15 minutes, you’ll learn how to streamline the quoting process, reduce manual approvals, and ensure compliance with approved clauses—helping you accelerate deal closure with ease.

Audience

This course is designed for Sales Representatives, Deal Desk Analysts, and Sales Operations teams who work with quotes in Salesforce. It is ideal for professionals who need to efficiently manage commercial clauses, streamline approvals, and accelerate deal closures. Whether you're new to the Commercial Clause self-service feature or looking to optimize your quoting process, this course provides the essential knowledge and steps to enhance your workflow.

Agenda

· Add commercial clause(s)

· Submit clause(s) and quote for approval

· Generate paperwork

· Change input values with an approved and presented quote

· Remove an approved commercial clause

· Select a different variation of a clause on an approved quote

· Rejected clause(s) and clause behavior when cloning a quote

Learning objectives

By the end of this course, you will be able to:

1. Efficiently manage commercial clauses by adding, modifying, and updating them directly within the Quote page in Salesforce.

2. Streamline the quote process by submitting and generating quotes with pre-approved commercial clauses, reducing the need for manual approvals.

3. Improve deal efficiency by leveraging self-service features to accelerate approvals and drive faster deal closures.