Due to COVID-19-related office closures, we are currently offering Virtual Instructor-Led Training only.

Training & Certification

Ensure Adoption, Empower Your Success

Education Services Course Schedule

View and register for our upcoming training sessions:

 

Register for Global Courses Register for APAC Courses
Register for US Courses Register for Certification Courses
Register for EMEA Courses Register for Recertification Courses

 

If you have any questions, please contact us.

Education Services

Education Services is your one-stop-shop for product education, training, and certification. Education Services will help you get started quickly and see a faster time to value.

 

Our courses empower customers and partners to use more product capabilities to give them better control of their deployment. Not surprisingly, Education Services students report higher levels of satisfaction with their solution.

 

Why Should You Attend Courses from Education Services?

We believe personalized education is effective education. That’s why we offer unique course options for:

 

  • Customers
  • Partners
  • Administrators/Analysts/Architects/Engineers
  • Stakeholders/Sponsors/Project Managers

Why Customers Love Education Services

 

Our instructors have deep domain expertise and a passion for education. We offer training for end users, administrators, and even train-the-trainer programs.

 

Our relevant learning engagements reduce the time it takes to go-live, and gives users confidence working within their products.

 

Hands-On Learning Opportunities

 

We believe you learn best by doing. Nearly all our courses have hands-on exercises in lab environments to help users gain experience with their products.

 

Flexible Education Options

 

Want an in-person training at your location? We offer Instructor-Led Training (ILT).

 

Want to train your distributed team remotely with a live instructor? Sign up for Virtual Instructor-Led Training (VILT) programs.

 

Personalized Consulting

 

Need help developing the right training plan? Our experts are ready to help you identify the best path forward.

Product Certification

 

Expand Your CPQ and CLM Expertise

 

Want to gain in-depth understanding of Configure Price Quote (CPQ), Contract Lifecycle Management (CLM), or Billing Management? Product Certification is the best way to power your success.

 

Product Certification will help you become self-sufficient in deploying, maintaining, and optimizing our products. It is mandatory for all partners and we highly recommend it for customer system administrators who will be actively involved in an implementation or currently support an existing solution.

 

Check the training schedules to register for the next available timeslot or to get more course information.

Configure Price Quote (CPQ) Level 1 Product Certification

Learn to maximize the APTTUS Pricing, Categories, and Advanced Product Selection in Salesforce.

 

Course Overview

 

  • Target audience: Consultants, system integration partners, and customer system administrators with prior Salesforce administration experience
  • 5-day certification program
  • Runs on a Monday – Friday schedule
  • Open enrollment courses are offered as Virtual Instructor-Led Training, but we can also deliver training at your location upon request
  • Includes instruction, project work, presentation, and an exam

For the full agenda, topic list, and course details:

Configure Price Quote (CPQ) Level 2 Product Certification

Extends the 201 CPQ Essentials Certification by exploring more complex features and use cases.

 

Course Overview

 

  • Target audience: Consultants, system integration partners, and customer system administrators who will drive and deeply participate in a CPQ implementation project
  • Prerequisite: Successful completion of the 201 CPQ Product Certification – Level 1 course
  • 5-day certification program
  • Runs on a Monday – Friday schedule
  • Open enrollment courses are offered as Virtual Instructor-Led Training, but we can also deliver training at your location upon request.
  • Includes instruction, project work, presentation, and an exam

After completing this course, you will have demonstrated knowledge of the following CPQ topics:

 

  • Perform Asset-Based Ordering – create, manage, and price assets
  • Configure Opportunity-Based Auto-Renewal quotes
  • Create Asset-Based Constraint Rules and set up Asset-Based pricing
  • Leverage advanced pricing functionality: Price Protection using Effective Dates, Related Pricing, Agreement Pricing, Attribute-Based Pricing, Auto Price Ramp Creation, Multiple Adjustment Lines, Bucket Adjustments, and Using Multiple Currencies
  • Use Numeric Expressions to default option quantities and calculate (in real time) attribute values and attribute totals for configured products using formulas
  • Configure Attribute Value Matrices to create bi-directional dependencies between attribute values
  • Configure Product Attribute Rules to default and hide attribute fields
  • Use Quote Collaboration, Favorite Configurations, and Smart Cart
  • Administer Deal Maximizer to display deal rating information to the end user
  • Create and maintain Intelligent Workflow Approvals (also known as Deal Manager) approval processes

 

For the full agenda, topic list, and course details:

Contract Lifecycle Management (CLM) Product Certification

Learn the skillset and tools you need to administer CLM and apply CLM effectively through each stage of the contract lifecycle. This also includes X-Author Template Administration and X-Author Contract Negotiations.

 

Course Overview

 

  • Target audience: Professionals with prior knowledge of Salesforce administration
  • 5-day certification program
  • Runs on a Monday – Friday schedule
  • Open enrollment courses are offered as Virtual Instructor-Led Training, but we can also deliver training at your location upon request.
  • Includes instruction, project work, presentation, and an exam

 

After completing this course, you will be able to:

 

  • Leverage CLM at every stage of the contract lifecycle
  • Understand configuration settings as they relate to business requirements
  • Manage agreement, record, field and layout type.
  • Set up and maintain users
  • Create cycle time reports
  • Use advanced features like CLM-Kira Intelligent Discovery Adapter, parallel review, dynamic document assembly, agreement wizards and conditionality.
  • Demonstrate a sample implementation
  • Navigate the full functionality of X-Author for Contracts

 

For the full agenda, topic list, and course details:

Billing Product Certification

Learn how to navigate the Billing objects and the process to set up and utilize the core capabilities of Billing.

 

Course Overview

 

  • Target audience: Professionals with prior knowledge of Salesforce administration
  • 2-day certification program
  • Open enrollment courses are offered as Virtual Instructor-Led Training, but we can also deliver training at your location upon request
  • Includes instruction, project work, presentation, and an exam

After completing this course, you will have demonstrated knowledge of the following CPQ topics:

 

  • Articulate high-level Billing concepts and capabilities
  • Apply Billing object & data models to business requirements
  • Configure Price List Items for Billing
  • Configure Billing custom settings
  • Create and apply a Billing Preference
  • Create and apply a Payment Term
  • Configure an Account for Billing
  • Understand Billing Schedules
  • Configure a custom Billing Plan
  • Schedule and initiate Immediate Invoice Runs to create invoices
  • Create and issue Credit Memos
  • Set up Wallets and prepayments
  • Understand A/R transactions
  • Configure products Usage-based Billing
  • Understand Usage Schedules and how they differ from Billing Schedules
  • Create and process Usage Input
  • Explain how Asset-Based Ordering affects Billing Schedules

For the full agenda, topic list, and course details:

Education Services Empowers Partners

For partners, Education Services is the starting point for developing product expertise. We offer:

 

Course Overview

 

  • 5-day product certification courses for Configure Price Quote (CPQ) and Contract Lifecycle Management (CLM)
  • A 2-day product certification course for Billing Management
  • An array of half-day courses to bolster your skills

 

To help partners address advanced configuration needs, we offer the Consultancy Certification—a Level 2 Certification program that will teach you best practices around our world-class implementation methodology.

 

Also visit the Partner Portal on the Community.

 

Got more questions? We’re happy to help!

Why Apttus

Seamless Comprehensive Middle Office Platform

Single Data Model Across the Middle Office

Configurable, Flexible and Agile Platform

Validated Industry Leadership, Proven Outcomes