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Salesforce CPQ Certification Training
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About Course
The Salesforce CPQ (Configure, Price, Quote) course is designed to help professionals gain expertise in automating and streamlining the sales process using Salesforce’s advanced CPQ solution. Salesforce CPQ empowers organizations to configure products, set accurate pricing, generate error-free quotes, and manage complex approvals seamlessly — all within the Salesforce ecosystem.
This training provides hands-on knowledge of CPQ functionalities such as product configuration, discount management, pricing rules, contract management, and guided selling. Participants will also explore real-time business scenarios to gain practical skills that prepare them for Salesforce CPQ certification and job roles in CRM, sales operations, and solution consulting.
Key Learning Objectives:
- Understand Salesforce CPQ architecture and key functionalities
- Configure products, bundles, options, and constraints
- Implement pricing rules, discount schedules, and approval processes
- Generate accurate quotes, contracts, and renewals
- Integrate CPQ with Salesforce CRM and Billing
- Gain hands-on practice with guided selling and real-world use cases
- Prepare for Salesforce CPQ certification exams
Who Should Enroll?
- Salesforce administrators & developers
- Sales and business analysts
- CRM consultants and solution architects
- IT professionals looking to specialize in Salesforce CPQ
- Professionals aiming for Salesforce CPQ certification
Benefits of Salesforce CPQ Training:
- Master end-to-end sales process automation with CPQ
- Learn to configure complex product and pricing scenarios
- Gain real-time, hands-on project experience
- Increase career opportunities in Salesforce consulting and sales operations
- Get prepared for Salesforce CPQ certification
By the end of this course, learners will have the expertise to implement, manage, and optimize Salesforce CPQ solutions, enabling organizations to improve sales efficiency, accuracy, and profitability.
Salesforce CPQ Training Course Syllabus
Understanding the salesforce CPQ platform
- Understanding Salesforce CPQ overview
- Lead to cash process
- Architecture background
Exploring packaging settings
- Setting and updating package settings and
- Product fields
Create a quote
- You need to create an account
- Take an opportunity and then quote
Configuration
- Product Bundle Settings
- Create Features for a Bundle
- Create Product Options for a Bundle
- Create Option Constraints for a Bundle
- Create Configuration Attributes for a Bundle
Product rules
- Create Product Rule
- Create Selection Product Rules and Using Lookup Queries
- Create Validation Product Rule
- Create Alert Product Rule
- Configuration Attribute
- Create a Dynamic Bundle
Custom actions
- Creating the custom actions
Pricing
- Pricing Methods
- Manual Discounting
- Create a Discount Schedule
- Contracted Pricing
- Subscription Pricing
- Multi-Dimensional Quoting
Pricing rules
- Create Price Rules
- Create Price Rules using Lookup Queries
Contracting
- Create a Contract and
- Renewal Opportunity
- Amend a Contract
Create a Renewal Quote
Salesforce CPQ Course Key Features
- Live Instructor based training with software
- Certification Oriented content
- Hands-on complete Realtime training
- Flexible schedule demo's & classes
- Live recorded videos access
- Study material provided
- JOB Assistance
Course completion certificate
Salesforce CPQ Training - Upcoming Batches
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CHOOSE YOUR OWN COMFORTABLE LEARNING EXPERIENCE
Live Virtual Training
- Schedule your sessions at your comfortable with timings
- Instructor-Led training real time projects
- Certification Guidance
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Self-Paced Learning
- Complete set of live-online training session recorded videos.
- Learn technology at your own pace.
- Get access for lifetime.
Corporate Training
- Learn as a full day schedule with discussions, exercises.
- Practical use cases.
- Design your own syllabus based
FOR BUSINESS
Salesforce CPQ Online Training FAQ'S
What is Salesforce CPQ, and why is it used?
Salesforce CPQ (Configure, Price, Quote) is a cloud-based solution that helps businesses automate the process of configuring products, setting pricing, and generating accurate quotes. It reduces errors, accelerates the sales cycle, improves customer experience, and ensures consistency across quotes and contracts.
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What are Product Rules in Salesforce CPQ?
Product Rules are used to control product configuration. They ensure that sales reps configure valid product bundles and options. Types of Product Rules include:
- Validation Rules – Prevent invalid configurations
- Selection Rules – Auto-add or remove options
- Alert Rules – Display warnings to sales reps
- Filter Rules – Control available options in a bundle
What is the difference between Price Rules and Discount Schedules in Salesforce CPQ?
- Price Rules: Dynamically change pricing fields (e.g., list price, net price) based on conditions.
- Discount Schedules: Apply volume-based or tiered discounts automatically depending on quantity purchased.
What are Quote Templates in Salesforce CPQ?
Quote Templates define the layout and format of generated quotes. They allow companies to customize headers, line items, terms, and branding. This ensures professional and consistent customer-facing documents.
How does Salesforce CPQ integrate with Salesforce Billing?
Salesforce CPQ integrates seamlessly with Salesforce Billing to extend the sales process into invoicing, payments, and revenue recognition. It allows companies to manage the entire quote-to-cash process within Salesforce.
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