Course Overview
Salesforce CPQ (Configure, Price, Quote) is an advanced sales tool that helps businesses automate and streamline their quoting process. This course equips participants with in-depth knowledge to configure pricing rules, create guided selling paths, and integrate CPQ with their existing Salesforce workflows.
By the end of this course, you’ll be able to design and deploy scalable quote-to-cash solutions tailored to complex business needs.
Who Should Attend
- Salesforce Admins and Consultants
- Solution Architects and Pre-sales Professionals
- Anyone working with pricing, quoting, or deal structuring
Training Modules
- Introduction to CPQ Architecture and Components
- Product Bundles, Options, and Configuration Rules
- Pricing Methods: Block, Cost, Discount Schedules
- Quote Templates and Document Generation
- Advanced Approvals and Renewal Processes
- Integration with Billing & External Systems
Course Requirements
- Basic knowledge of Salesforce Sales Cloud
- Familiarity with Opportunity and Product objects
- Access to a CPQ-enabled Developer Org