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Complete Salesforce Admin and CPQ Training 2026
Rating: 3.3 out of 5(17 ratings)
3,433 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 sections112 lectures116h 35m total length
  • Introduction1:13:14
  • Salesforce Admin Course Content1:22:29
  • Salesforce Developer Edition Signup1:05:43
  • Salesforce Applications1:30:42
  • Standard & Custom Tabs1:10:58
  • Salesforce Objects1:24:47
  • Salesforce Fields1:26:14
  • 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
  • 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
  • Account, Contact & Opportunity56:35
  • Campaign, Lead & Case1:24:41
  • 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
  • Email to Case1:08:17
  • Validation Rules58:41
  • ListViews57:27
  • Schema Builder54:43
  • Email Template54:00
  • Custom Actions43:18
  • Buttons on Objects45:05
  • 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
  • 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
  • Process Builder1:18:49
  • Flows & FlowBuilder1:25:06
  • Screen Flows1:50:30
  • Record Triggered Flow1:43:39
  • Scheduled Trigger Flow44:17
  • Transform Element in Flows1:44:28
  • DataLoader and Salesforce Inspector1:07:45
  • 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
  • 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
  • Assignment Rules1:11:35
  • Auto Response Rules1:08:46
  • Escalation Rules1:01:39
  • Approval Process1:19:54
  • 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