Master Salesforce Cpq: From Beginner To Expert

Learn Salesforce CPQ step-by-step: configuration, pricing, quoting, and advanced features to boost your career.

What you'll learn

Configure product bundles, pricing rules, and discount schedules in Salesforce CPQ.

Build and manage quotes end-to-end, including approvals and renewals.

Automate quoting processes with advanced CPQ features and best practices.

Gain hands-on skills to prepare for Salesforce CPQ Specialist Certification.

Requirements

Basic understanding of Salesforce concepts (Objects, Fields, Relationships).

Familiarity with Salesforce Admin topics such as page layouts, validation rules, and workflows.

No prior CPQ experience required – we’ll cover everything step by step.

Description

Are you ready to master Salesforce CPQ (Configure, Price, Quote) and accelerate your career in the Salesforce ecosystem? This comprehensive course is designed to take you from beginner to expert, equipping you with the skills and confidence to implement CPQ solutions in real-world scenarios.Salesforce CPQ is one of the most in-demand skills for Salesforce professionals, consultants, and administrators. Companies are increasingly looking for experts who can streamline their sales process, automate quoting, and deliver accurate pricing with speed and efficiency. By enrolling in this course, you’ll gain hands-on experience and practical knowledge that will set you apart in the job market.Throughout the course, you will learn:Fundamentals of Salesforce CPQ and its role in the sales cycle.Product configuration, bundles, and pricing strategies.Discounting methods, quote templates, and approval processes.Advanced CPQ features such as guided selling, rules, and automation.Best practices for real-world CPQ implementations and troubleshooting.This course is suitable for Salesforce beginners, admins, business analysts, and consultants who want to grow their expertise. With step-by-step lessons, practical exercises, and real-world examples, you’ll be prepared to implement and manage CPQ solutions effectively.By the end of this course, you’ll not only understand Salesforce CPQ thoroughly but also have the confidence to apply it in projects, pass interviews, and grow your career opportunities.Enroll today and start your journey to becoming a Salesforce CPQ expert!

Overview

Section 1: Introduction

Lecture 1 Salesforce CPQ Demo – Introduction (Lecture 1)

Lecture 2 Salesforce CPQ Package Installation & Post-Installation Setup

Section 2: Products and Price Book Configuration with Multi-Currency

Lecture 3 Video 3: Products and Price Books in Salesforce CPQ

Lecture 4 Video 4 – Multi Currency Settings:

Lecture 5 Video5 Products and Bundle Configuration in Salesforce CPQ

Lecture 6 Video6 Bundle Products in Salesforce CPQ

Lecture 7 Video 7 Features and Options

Lecture 8 Video 8 Nested Bundles and Product Configurations

Section 3: Subscription Products, Pricing Methods, and Price Waterfall

Lecture 9 Video 9 (Subscription Products, Pricing Methods, and Price Waterfall)

Lecture 10 Video10 Pricing Methods

Lecture 11 Video11 Multi-Dimensional Quoting (MDQ) and Option Constraints in Salesforce CPQ

Section 4: Guided Selling And Custom Actions

Lecture 12 Video12 Guided Selling

Lecture 13 Video 13: Custom Actions, Twin Fields, and Configuration Attributes

Section 5: Product Rules vs Price Rules

Lecture 14 Product Rules Part1

Lecture 15 Video15 Product Rules Part2

Lecture 16 Video 16 Price Rules – Part 1

Lecture 17 Video 17 Price Rules – Part 2

Lecture 18 Video 18 Price Rules – Part 3

Lecture 19 Video 19 Price Rules – Part 4

Section 6: Quote Templates in Salesforce CPQ

Lecture 20 Video20 Quote Templates Part1

Lecture 21 Video21 Quote Templates Part2

Section 7: Contracts, Amendments, Renewals, and Orders in Salesforce CPQ

Lecture 22 Video 22 Contracts, Amendments, and Renewals

Lecture 23 Video 23: Order Creation in Salesforce CPQ

Section 8: Advanced Approvals in Salesforce CPQ

Lecture 24 Video 24 Advanced Approvals Part1

Lecture 25 Video 25 Advanced Approvals Part2

Salesforce Administrators who want to expand into CPQ.,Salesforce Developers looking to strengthen their quoting and pricing automation skills.,Business Analysts and Consultants working on Salesforce implementation projects.,Anyone preparing for the Salesforce CPQ Specialist Certification.