Master Salesforce Cpq In 5 Days

Become a CPQ Expert: Learn to Setup, Configure, Price and Quote All-in-One Course | Updated for SFDC Winter ‘25

What you'll learn

Set up CPQ from scratch in a Developer Org and customize CPQ Package settings.

Create & Manage Quotes in the Quote Line Editor.

Set up all types of CPQ Products: Bundles, MDQ, Subscriptions, and Usage-based.

Pricing Methods from the basics: Price Waterfall & PriceBooks to advanced Block pricing, Contracted, Volume-based, Percent of Total, and more.

CPQ features: Price Rules, Product Rules & Summary Variables.

Set up Discounting: Option, Volume-Based, Manual, and Partner discounts.

Create Professional, Branded Quote templates and Documents from scratch.

Master CPQ Pillars: Quoting, Pricing, and Product Configuration.

Set up & Manage Orders.

Generate Assets, Subscriptions & Contracts.

Set up & Manage Renewals & Amendments.

No coding experience needed.

Requirements

No prior CPQ access required; we'll guide you through creating a Developer Org for hands-on experience.

Basic Salesforce Admin knowledge is helpful but not required.

No coding experience needed.

Description

Are you ready to Master Salesforce CPQ and streamline your quoting, pricing, and product configuration processes ? This comprehensive course will take you from beginner to expert in just 5 days! Whether you're a Salesforce Admin, Consultant, Freelancer, Product Owner, Business Owner, or transitioning into a CPQ-related role, this course equips you with everything you need to succeed.Why Choose This Course?This course is hands-on and practical. You’ll gain real-world experience by:Setting up your own Developer Org to experiment in a Sandboxed environment.Working through Practical Scenarios and Real-World Use Cases—all without coding.Learning incrementally, no matter your experience level, to build confidence in your CPQ skills.Don’t Miss the Free Preview!I highly encourage you to watch the free preview lectures to see firsthand:What this Course offers.How the Content is Structured.Why it’s Uniquely designed to help you Master Salesforce CPQ.These previews provide a clear Roadmap of the course so you can make an informed decision before enrolling.How Is This Course Organized ?Each feature of Salesforce CPQ is broken down into easy-to-follow steps:Understand each Feature in depth.Watch detailed Setup Demonstrations for Practical application.Apply Real-World Use Cases to solidify your understanding.This approach ensures you gain both Theoretical and Practical Mastery of Salesforce CPQ.The OutcomeBy the end of this course, you’ll:Be Confident in managing Salesforce CPQ for any Organization.Stand out in a Competitive marketplace with advanced CPQ skills.Unlock Career Opportunities by mastering one of Salesforce’s most in-demand tools.

Overview

Section 1: Introduction

Lecture 1 What to Expect: Your Roadmap to CPQ Success

Lecture 2 Discover If This CPQ Course Matches Your Goals

Lecture 3 Why I’m the Right Guide for Your CPQ Journey

Lecture 4 Your Feedback Matters: How to Rate This Course

Section 2: CPQ Overview

Lecture 5 What is Salesforce CPQ ?

Lecture 6 CPQ Process

Section 3: Set up and Install Salesforce CPQ

Lecture 7 Salesforce CPQ Setup Agenda

Lecture 8 Create a CPQ Developer Org

Lecture 9 Install or Upgrade Salesforce CPQ

Lecture 10 Verify CPQ Installation Success

Lecture 11 Post installation : CPQ Package Settings

Lecture 12 Give Access to Users

Section 4: Create & Manage Quotes in the QLE

Lecture 13 Quotes

Lecture 14 Create a Quote

Lecture 15 Primary Quote

Lecture 16 Select Products and Add them to a Quote

Lecture 17 Walk trough the "Quote Line Editor"

Lecture 18 Quote Line Items

Lecture 19 Create Quote Line Groups

Lecture 20 Add fields the Quote Line Groups Field Set

Lecture 21 Add fields to the Quote Header Field Set

Lecture 22 Add fields to the Quote Lines Field Set

Lecture 23 Add Prcing fields the Standard Line Item Drawer

Lecture 24 Set up the Custom Actions Buttons in the QLE

Section 5: Product Bundles

Lecture 25 CPQ Products Agenda

Lecture 26 Products Bundles definition and structure

Lecture 27 Bundle's Types : Static, Configurable & Nested

Lecture 28 Set up a Bundle

Lecture 29 Bundle Configuration: Configuration Type & Configuration Event

Lecture 30 Set up a Nested Bundle

Lecture 31 Set a Bundle to be Required: Configuration Type "Required"

Lecture 32 CPQ Package Settings : Bundles

Lecture 33 Product Options

Lecture 34 Set Option's Fields: Selected, Quantity, Quantity Editable, Min & Max Quantity

Lecture 35 Set Option's Fields: Option type & Quote Line Visibility

Lecture 36 Product Features

Lecture 37 Set Features to Organize Product Options

Lecture 38 Set Categories to Organize Product Features

Section 6: Bundles Attributes

Lecture 39 Attributes in CPQ

Lecture 40 Configuration Attributes Vs. Global Attributes

Lecture 41 Enable Global Attributes in a New CPQ Org

Lecture 42 Set up Configuration Attribues

Lecture 43 Set up Global Attributes

Lecture 44 Create Global Attributes

Lecture 45 Create an Attribute set & Add Attribute Items

Lecture 46 Add a Product Attribute Set to the Attribute set

Lecture 47 Set up Twin Fields

Lecture 48 Apply Configuration Attributes to Product Options

Section 7: Subscription Products

Lecture 49 Subscription Products

Lecture 50 Set Up Subscription Terms

Lecture 51 Subscription Pricing : Fixed Vs Percent of Total

Lecture 52 Evergreen Susbcriptions

Lecture 53 Set up Evergreen Subscriptions

Lecture 54 Create an Evergreen Subscription

Lecture 55 Create a Renewable Evergreen Subscription

Section 8: MDQ Products

Lecture 56 MDQ Products

Lecture 57 Set up an MDQ Product using Price Dimensions

Lecture 58 Configure an MDQ Quote

Lecture 59 Convert an MDQ Subscription into a normal Subscription

Lecture 60 Set up Custom Price Dimensions

Lecture 61 Set up One-Time Price Dimension

Section 9: Usage Based Products

Lecture 62 Usage-Based Products

Lecture 63 CPQ Package Setting: Enable Usage Based Pricing

Lecture 64 Set up Usage-Based Products

Lecture 65 Consumption Schedule

Lecture 66 Set a Consumption Schedule

Lecture 67 Consumption Rates

Lecture 68 Set a Consumption Rate

Lecture 69 Visualize a Usage Based Product in the QLE

Section 10: Pricing in CPQ - Product Pricing Methods

Lecture 70 Pricing Agenda

Lecture 71 Pricebook

Lecture 72 Product Pricing Methods Overview

Lecture 73 Price Waterfall

Lecture 74 Block Pricing

Lecture 75 Set up Block Pricing

Lecture 76 Percent of Total (POT) Pricing

Lecture 77 Set up POT Pricing

Lecture 78 Set up POT Category

Lecture 79 Set up POT Constraint to Limit the Total

Lecture 80 Option Pricing Within Bundles

Lecture 81 Set up Option Pricing

Lecture 82 Cost-and-Markup Pricing

Lecture 83 Set up Cost-and-Mark up Pricing

Lecture 84 Contracted Pricing

Lecture 85 Set up Contracted Pricing for a Single Product

Lecture 86 Set up Contracted Pricing for a Group of Products

Lecture 87 Allow Users to Define Custom Product Pricing

Section 11: Pricing in CPQ - Price Rules

Lecture 88 Price Rules

Lecture 89 Set up a Price Rule

Lecture 90 Set a Price Condition

Lecture 91 Set a Price Action

Section 12: Product Rules

Lecture 92 Product Rules Types

Lecture 93 Product Rule Scope and Evaluation Event

Lecture 94 Set up a Validation Rule

Lecture 95 Set Error Conditions

Lecture 96 Validation Rule Demo

Lecture 97 Set up an Alert Rule

Lecture 98 Alert Rule Demo

Lecture 99 Selection Rules

Lecture 100 Set up a Selection Rule

Lecture 101 Selection Rule Demo

Section 13: Summary Variables

Lecture 102 Summary Variables

Lecture 103 Summary Variable Object & Fields

Lecture 104 Set up a Summary Variable-based Price Rule

Section 14: Pricing in CPQ - Discounting

Lecture 105 Discounting

Lecture 106 Option Discounts within Bundles

Lecture 107 Set up Option Discounts

Lecture 108 Volume-based Discounts

Lecture 109 Set up Discount Schedules

Lecture 110 Range Vs. Slab Discount Schedules

Lecture 111 Set Quantities for Discount Schedules : Aggreation Scope

Lecture 112 Percent Vs. Amount Discount Schedules

Lecture 113 Manual Discounts

Lecture 114 Apply Manual Discounts

Lecture 115 Quote Vs. Group Vs. Line Additional Discounts

Lecture 116 Channel Discounts

Lecture 117 Apply a Partner Discount

Lecture 118 Set up Distributor Discounts & Apply them

Section 15: Quote Templates and Documents

Lecture 119 Section Agenda

Lecture 120 Quote Templates & Documents

Lecture 121 Generate a Quote Document

Lecture 122 Quote Template Object & Fields

Lecture 123 Set up a Quote Template

Lecture 124 Set a section for the Template Top - Header

Lecture 125 Set a section for the Line Items - Table

Lecture 126 Set a section for - Quote Terms

Lecture 127 Organize & Number Terms

Lecture 128 Set a section for the Template Bottom - Signature

Lecture 129 Add Additional Documenst to the Quote Document

Lecture 130 Set a Custom Template Content

Lecture 131 Summary

Lecture 132 CPQ Package Settings: Documents

Section 16: Orders

Lecture 133 Orders

Lecture 134 Create an Order from a Quote

Lecture 135 Create an Order from an Opportunity

Lecture 136 Create Multiple Orders from a Quote

Lecture 137 Orders & Order Products Dates

Lecture 138 Activate an Order

Lecture 139 CPQ Package Settings : Orders

Section 17: Assets, Subscriptions & Contracts

Lecture 140 Assets

Lecture 141 Subscriptions & Contracts

Lecture 142 Generate Orders, Assets, Subscriptions & Contracts

Lecture 143 Create Assets, Subscriptions & Contracts from an "Order"

Lecture 144 Create Assets, Susbcriptions & Contracts from an "Opportunity"

Section 18: Renewals

Lecture 145 Renewals

Lecture 146 Renewals Models : Asset-based Vs. Contracts-based

Lecture 147 Renew from the Contract

Lecture 148 Renew Multiple Contracts from the Account

Lecture 149 Renew Assets covered by a Percent of Total (POT) Subscription Product

Section 19: Amendments

Lecture 150 Amendments

Lecture 151 Amend Contracts

Lecture 152 Amend Assets

Section 20: Conclusion

Lecture 153 Thank You and What's Next in Your CPQ Adventure

Anyone interested in learning Salesforce CPQ.,Beginners: If you're new to CPQ, this course provides a complete foundation.,Freelancers & Consultants: Whether you’re a developer, admin or business analyst who wants to boost his/her market value and Rates by becoming a CPQ expert, standing out from competition.,Salesforce Admins: Expand your expertise by mastering CPQ and becoming CPQ Admins as well.,Career Changers: Transition seamlessly into a CPQ role with a comprehensive guide from setup to advanced features, giving you the confidence to succeed.,Project Managers & Product Owners: Gain a deeper understanding of CPQ setup and configuration to confidently lead Salesforce CPQ projects.,Business Owners: Seeking to know if CPQ is a good fit for their Business model.