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Complete Salesforce Admin and CPQ Training 2026
Rating: 3.3 out of 5(17 ratings)
3,830 students

Complete Salesforce Admin and CPQ Training 2026

Master Salesforce Administration & CPQ from scratch – Real-time projects, automation, pricing, quoting
Created byUday Academy
Last updated 4/2026
English

What you'll learn

  • Salesforce Applications
  • Salesforce Tabs
  • Salesforce Objects
  • Salesforce Fields
  • Salesforce Data Types
  • Salesforce Relationships (Lookup + Master-Detail)
  • Salesforce Rollup Summary
  • Salesforce Record Types
  • Salesforce Page Layouts
  • Salesforce Compact Layout
  • Salesforce Account, Contact, Opportunity
  • Salesforce Lead, Campaign, Case
  • Salesforce Web to Lead
  • Salesforce Web to Case
  • Salesforce Email to Case
  • Salesforce Lead Conversion
  • Salesforce Users
  • Salesforce Profiles
  • Salesforce Permission Sets
  • Salesforce Roles
  • Salesforce Licenses
  • Salesforce OWD
  • Salesforce Sharing Rules
  • Salesforce Manual Sharing
  • Salesforce Public Groups
  • Understand the complete architecture and fundamentals of Salesforce CPQ
  • Install, configure, and set up Salesforce CPQ from scratch (Pre & Post Installation)
  • Work with core CPQ objects like Products, Price Books, Quotes, Accounts, and Opportunities
  • Create and manage different product types including Standalone, Bundle, Component, Subscription, and Evergreen products
  • Design and configure bundle products with features, options, categories, and constraints
  • Master Quote Line Editor (QLE) and product selection process
  • Implement real-time pricing strategies using Pricing Waterfall concepts
  • Configure advanced pricing methods like Block Pricing, Percent of Total (POT), Cost + Markup, and Contracted Pricing
  • Apply customer, partner, and distributor discounting methods effectively
  • Create and manage Discount Schedules for dynamic pricing
  • Build and manage multi-level nested bundles and configurations
  • Work with Price Books and Price Book Entries (Theory + Practical)
  • Configure Quote Templates for professional quote generation
  • Implement Multi-Dimensional Quoting (MDQ) for subscription-based businesses
  • Use Twin Fields, Attributes (Global, Configuration, Inline) for advanced configurations
  • Build Guided Selling processes for better product recommendations
  • Create Product Rules including Validation, Alert, Selection, and Filter rules
  • Understand and implement Search Filters and Dynamic Search in CPQ
  • Use tools like Salesforce Inspector for debugging and data handling
  • Gain hands-on experience with real-time CPQ scenarios and business use cases

Course content

2 sections • 112 lectures • 116h 35m total length

  • Introduction1:13:14

    Begin your journey in Salesforce administration with this introduction to a complete masterclass training for 2026. Explore the foundational concepts and roadmaps to become a proficient Salesforce administrator.

  • Salesforce Admin Course Content1:22:29

    Explore the complete Salesforce administrator masterclass training 2026 through the Salesforce admin course content. Gain insight into the key topics covered by this course and how they support Salesforce administration.

  • Salesforce Developer Edition Signup1:05:43

    Sign up for a Salesforce developer edition to access a hands-on admin practice environment. Learn essential steps to create and use a developer edition for Salesforce administration training.

  • Salesforce Applications1:30:42

    Develop mastery of Salesforce applications through a complete administrator masterclass training in 2026, designed to prepare you for Salesforce administration.

  • Standard & Custom Tabs1:10:58

    Master standard and custom tabs in Salesforce administration through the complete Salesforce administrator masterclass training 2026.

  • Salesforce Objects1:24:47

    Gain an overview of Salesforce objects in the complete Salesforce administrator masterclass training 2026 course.

  • Salesforce Fields1:26:14

    Master Salesforce fields in this module of the complete Salesforce administrator masterclass training 2026, for aspiring admins.

  • Salesforce Object Records1:06:30

    Explore Salesforce object records in this complete administrator masterclass training, focusing on how objects and their records function within the Salesforce platform.

  • Salesforce Field DataTypes1:33:32

    Gain a concise overview of Salesforce field data types and their implications for administration in this Salesforce administrator masterclass.

  • Salesforce Relationships1:06:25

    Explore Salesforce relationships and their role in data organization as part of the complete Salesforce administrator masterclass training 2026, equipping admins with essential relationship management skills.

  • Lookup Relationship56:34
  • Master-Detail Relationship & Rollup Summary1:17:25

    Master the essentials of Salesforce administration by configuring master-detail relationships and implementing roll-up summary fields to aggregate related records.

  • Account, Contact & Opportunity56:35
  • Campaign, Lead & Case1:24:41

    Develop Salesforce administrator skills by mastering campaigns, leads, and cases, with practical strategies for management.

  • Web to Lead1:24:24

    Master web-to-lead in Salesforce by turning website form submissions into leads and managing lead data within the administrator toolkit.

  • Debug Web to Lead29:02

    Explore how to enable web to lead in Salesforce, create and debug web-to-lead forms, and troubleshoot lead creation and assignment rules using debugging lines and lead object settings.

  • Lead Conversion1:23:44

    Master lead conversion in Salesforce to empower administrators and optimize lead management within the complete Salesforce administrator masterclass training 2026.

  • Web to Case1:11:23

    Explore web to case in Salesforce to understand how online inquiries become cases. Join the complete Salesforce administrator masterclass training 2026 to master this topic.

  • Email to Case1:08:17

    Explore how to use email to case within Salesforce as part of the complete Salesforce administrator masterclass training 2026.

  • Validation Rules58:41
  • ListViews57:27
  • Schema Builder54:43
  • Email Template54:00
  • Custom Actions43:18

    Learn how custom actions replace traditional buttons to perform predefined tasks from a record page, including creating related records, updating fields, logging calls, sending emails, and launching flows.

  • Buttons on Objects45:05

    Learn how to create and configure buttons and actions on standard and custom objects in Salesforce, including new action types, printable view, predefined values, and page layout integration in Lightning.

  • Page Layout1:00:24
  • Compact Layout53:50
  • Record Types57:34
  • Field History Tracking59:49
  • Global Actions52:26

    Explore global actions in Salesforce, enabling quick record creation from anywhere. Learn the types, usage, publisher layouts, and how global actions differ from quick actions.

  • Users in Salesforce58:50
  • Profiles58:40
  • Permission Set & Permission Set Groups57:13
  • Roles55:40
  • Licenses52:36

    Explore Salesforce licenses—user, permission set, feature, and external—and how they grant access to objects, with guidance on management and assignment for internal and external users, including Experience Cloud.

  • Salesforce Internal User Creation1:00:00
  • Organization Wide Defaults(OWD)58:27
  • Sharing Rules1:00:18
  • Manual Sharings59:21
  • Public Groups54:13
  • Workflow Rules1:08:44

    Explore workflow rules in Salesforce and their role in automating business processes for Salesforce administrators.

  • Process Builder1:18:49

    Learn to automate business processes in Salesforce using process builder, a core skill for administrators. Enhance your mastery with the complete Salesforce administrator masterclass training 2026.

  • Flows & FlowBuilder1:25:06

    Master Salesforce flows and Flow Builder to automate business processes, configure flow types, and optimize admin tasks in the complete Salesforce administrator masterclass training 2026.

  • Screen Flows1:50:30

    Explore screen flows as part of the complete Salesforce administrator masterclass training 2026, focusing on understanding their role within Salesforce.

  • Record Triggered Flow1:43:39

    Master the record-triggered flow in Salesforce to automate key admin tasks and streamline processes within the Salesforce platform.

  • Scheduled Trigger Flow44:17

    Master scheduled trigger flows in Salesforce to run time-based automations without code, enabling daily or weekly updates, reminders (including renewal reminders), and record creation or deletion.

  • Transform Element in Flows1:44:28

    Master the transform element in flows in the complete Salesforce administrator masterclass training 2026, and reinforce your mastery of the transform element in flows.

  • DataLoader and Salesforce Inspector1:07:45

    Learn to use Data Loader and Salesforce Inspector to import and export data, and verify data integrity within a Salesforce administrator workflow.

  • Data Import & Data Export55:13
  • Governor Limits54:21
  • Duplicate Rules33:49

    Learn how Salesforce duplicate rules detect duplicates across accounts, leads, and contacts, and how matching rules decide block or allow, with insights on validation rules and data loader impacts.

  • Macros in salesforce1:09:08

    Master macros in Salesforce to automate repetitive admin tasks, boosting efficiency and accuracy in service delivery and data management within the complete Salesforce administrator masterclass training 2026.

  • Matching Rules49:48

    Master the Salesforce administrator workflow by configuring matching rules and duplicate rules to detect duplicates, choose exact or fuzzy match, enable blocking or alerts, and optimize data quality.

  • Queues52:43

    Explore how queues distribute workload in Salesforce by owning and routing cases, leads, and other objects, enabling ownership transfer, assignment rules, and omni channel integration, contrasted with public groups.

  • Assignment Rules1:11:35

    Master assignment rules in the complete Salesforce administrator masterclass training 2026, gaining a clear understanding of how rules govern assignments.

  • Auto Response Rules1:08:46

    Master auto response rules in Salesforce as part of the complete Salesforce administrator masterclass training 2026.

  • Escalation Rules1:01:39
  • Approval Process1:19:54

    Master the approval process within the complete Salesforce administrator masterclass training 2026, equipping administrators with essential knowledge to navigate approvals.

  • Reports & ReportTypes1:01:07
  • Dashboards54:09
  • Make Field Required1:00:16
  • About Salesforce trailhead, Releases, cloud computing and Services55:55

Requirements

  • No prior Salesforce experience is required – this course starts from the basics
  • A laptop or desktop with internet connection.
  • No coding knowledge is required for this course.

Description

Are you ready to become a highly paid Salesforce professional in 2026?

This all-in-one course is designed to take you from a complete beginner to an advanced Salesforce Admin and CPQ expert. Whether you are a student, working professional, or someone looking to switch careers into the Salesforce ecosystem, this course provides everything you need to succeed.

You will start with Salesforce Administration fundamentals, including data models, security, automation tools (Workflow, Process Builder, Flow), reports, dashboards, and real-time business use cases. Once you build a strong foundation, you will move into Salesforce CPQ (Configure, Price, Quote), one of the most in-demand skills in the market.

In the CPQ section, you will learn how to create products, bundles, pricing models, discounting strategies, and quote generation. You will also master advanced concepts like Pricing Waterfall, MDQ (Multi-Dimensional Quoting), Product Rules, and Guided Selling.

This course focuses heavily on practical learning with real-time scenarios so you can confidently work on projects and crack interviews.

By the end of this course, you will be job-ready as a Salesforce Admin and CPQ Consultant, with strong hands-on experience, industry-relevant skills, and the confidence to succeed in real-world projects and interviews successfully and efficiently.

You will also gain exposure to best practices followed in real-time implementations, understand common business challenges, and learn how to design scalable solutions. Additionally, this course will help you build a strong portfolio and prepare effectively for certifications and job opportunities in the Salesforce ecosystem.

Who this course is for:

  • Beginners who want to start a career in Salesforce Administration
  • IT professionals looking to transition into Salesforce
  • Freshers and graduates seeking high-demand CRM skills
  • Business analysts and support professionals working with CRM systems
  • Sales and operations professionals who want to understand Salesforce better
  • Anyone preparing for the Salesforce Administrator certification
  • Professionals looking to increase their salary by adding Salesforce skills

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