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Salesforce CPQ Certification Training

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Reviews 4.9 (4.6k+)

Rated 4.7 out of 5

Learners : 1080

Duration : 25 Days

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

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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.

Watch Free Training Videos on YouTube

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.

Reviews

    
 
 
         
   syed sayyad 
 
 
 
 Trustindex verifies that the original source of the review is Google. Nice place to learn with commitment and extra sessions to learn advance topics.
  
 
        
   Jatoth Laxman 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very nice 😊 satisfied
  
 
        
   PAVAN KUMAR 
 
 
 
 Trustindex verifies that the original source of the review is Google. The training was very well-structured and easy to follow. The progression from foundational topics to advanced concepts made the learning experience smooth and engaging.
  
 
        
   venkataramanareddy beeram 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very good for people who is going to enchance cloud technology
  
 
        
   Vishwa Teja 
 
 
 
 Trustindex verifies that the original source of the review is Google. Really good consultancy with a friendly and supportive team. They guide you at every step and keep you updated, which makes the whole process smooth. Definitely recommend for freshers and job seekers.
  
 
        
   Jayasimhareddy Chamala 
 
 
 
 Trustindex verifies that the original source of the review is Google. My trainer RAVI was excellent in delivering SAP Analytics Cloud (SAC) training. The sessions were clear and informative, and the overall training experience was very good. The only suggestion I have is that more hands-on practice would help students understand the subject even better. I truly appreciate her honesty and support, especially in handling the server issues during the course. Anyone looking to learn SAC can confidently trust and enroll in this training.
  
 
        
   Vanama jithendra 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently completed my course in VISWA online trainings it is a good experience for me basically my college faculty don't clarify my doughts but they clearly gave clear explanations for all my doughts with patience. Thank you VISWA  for improving my skills ❣️
  
 
        
   Siddhartha Mothukuri 
 
 
 
 Trustindex verifies that the original source of the review is Google. Learnt SAP EWM and it has been a really good experience with VISWA Online Trainings and trainer has been excellent in terms of his understanding in business as well as SAP. Thank you

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