
Learn the fundamentals of CPQ, compare Salesforce CPQ with Industry CPQ, and see how complex pricing rules and quotes drive faster, more reliable sales in telecom, energy, insurance, and healthcare.
Discover OmniStudio as the CPQ toolkit for Salesforce Industries, featuring OmniScripts, FlexCards, data tools like DataRaptors and integration procedures to drive guided selling and data connections.
Define product attributes and specifications, including types and inheritance, and distinguish global versus local contexts to maintain a reusable catalog. Group attributes to organize configurations for cart and guided selling.
Explore guided selling in industry CPQ, a questionnaire-style flow that narrows the catalog by asking questions and applying eligibility rules to show only eligible options.
Explore recurring and usage-based pricing, learn how fixed monthly charges and usage-based billing work in telecom, utilities, and subscription services, and see how organizations mix both models.
Learn how asset-based ordering (abo) manages changes to customer-owned assets through asset management, the asset life cycle, and three order types: change, disconnect, renew.
Explore customization and extensibility in industry CPQ by using plug-ins, scripting, and EPC extensions to tailor pricing, card validation, and catalog structures.
Optimize performance in Salesforce CPQ by addressing bottlenecks in rules, pricing, and catalogs, and improving data retrieval, caching, and catalog structure for faster guided selling and eligibility checks.
Salesforce Industries CPQ is one of the most in-demand and specialized skills in the Salesforce ecosystem, especially for developers working with complex product catalogs, pricing models, and order management in industries such as telecommunications, media, utilities, insurance, and healthcare. This course is designed to give you a complete and practical understanding of Salesforce Industries CPQ from the ground up, aligned with the Salesforce Certified Industries CPQ Developer credential.
You will start by building a strong foundation in CPQ concepts and Salesforce Industries architecture, including how Vlocity and Industries Cloud fit into the broader Salesforce ecosystem. You will learn how data-driven product modeling works using the Enterprise Product Catalog (EPC), how products are structured into hierarchies, bundles, options, and specifications, and how attributes, relationships, and rules drive configuration behavior.
As you progress, you will explore how guided selling simplifies complex product selection, how pricing is calculated using base prices, adjustments, discounts, tiered models, promotions, and context-driven logic, and how recurring and usage-based pricing are implemented for real-world industry scenarios. You will gain a clear understanding of pricing procedures, pricing rules, and scriptable extensions that allow developers to customize and enhance standard pricing logic.
The course then walks through the full quoting and cart experience, showing how products are configured, validated, and added to cart, how quotes are created and managed, and how quotes are converted into orders. You will learn how order management, decomposition, orchestration, and fulfillment work in Salesforce Industries, including how dependencies are managed across multiple systems and teams.
Asset-Based Ordering (ABO) is covered in detail so you understand how existing customer assets are used to drive change, disconnect, and renewal orders, which is a critical concept for subscription-based and service-driven industries. You will also dive deeply into the rules framework, including context rules, validation rules, constraint-based configuration, advanced cart rules, and performance considerations when working with large catalogs and complex logic.
From a technical perspective, you will learn how to work with Industries CPQ APIs, integration patterns, and extensibility options such as plug-ins and scriptable logic. You will also gain practical guidance on performance optimization, catalog design best practices, and strategies to avoid common pitfalls when implementing Industries CPQ solutions.
By the end of this course, you will clearly understand the complete end-to-end Industries CPQ process, from product setup to pricing, quoting, ordering, and fulfillment. Whether your goal is to prepare for the Salesforce Certified Industries CPQ Developer exam, transition into an Industries-focused developer role, or strengthen your existing Salesforce skillset, this course will give you the structured knowledge and confidence needed to succeed.