
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.
Trace the Velocity origins and multi-cloud architecture of Salesforce Industries, and see how enterprise catalog, configure, price, and quote (cpq) and order management deliver end-to-end quotes and fulfillment.
Explore the enterprise product catalog foundation of industry CPQ, detailing Product2, price lists, attributes, and rules, and how data-driven modeling enables flexible, accurate CPQ configurations.
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.
Explore how industries CPQ structures the product catalog with categories, bundles, options, and child products, all managed in the enterprise product catalog (EPC) as the central source of truth.
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.
In industry cpq, connect products through compatibility, inclusion, and exclusion rules, plus price-driven and context-driven rules, to ensure valid configurations and smart, real-time catalog behavior.
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 pricing in industry CPQ by starting with base pricing, applying markups and discounts through business rules, and using price list items to tailor prices across regions and customer segments.
Explore advanced pricing models in industry CPQ, including context-driven pricing, tired pricing, and promotions and offers, with pricing adapting by customer type, location, and usage.
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.
Explore pricing rules and custom pricing in industry CPQ. Learn how the pricing procedure, scriptable pricing plugins, and extending the default pricing logic capture business-specific calculations.
Explore how the industry CPQ cart collects, configures, and prices customer selections in real time. Enforce compatibility, inclusion, and exclusion rules, auto-include mandatory items, and validate configurations before ordering.
Understand how industry CPQ manages quotes, including creation, validation, versioning, and approvals. Creating a quote from the cart ensures it becomes an official, structured document.
Convert accepted quotes into orders to connect sales and fulfillment, reflecting final customer choices and driving fulfillment, billing, and service activation, with accurate mapping of items to the order.
Explore order management in CPQ by decomposing orders into components and orchestrating fulfillment across billing, inventory, and service delivery to ensure accurate, timely delivery.
Master fulfillment orchestration in order management by defining fulfillment rules, organizing orchestration items into plans, and managing dependencies to ensure correct sequencing of shipping, activation, and invoicing.
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 the rules framework in Industry CPQ, including context, advanced, and pricing rules, to filter products, enforce valid configurations, and dynamically adjust prices with real business policies.
Learn how validation and constraint rules in industry CPQ prevent invalid configurations by blocking incompatible options and guiding users in real time, with clear error messages and thoughtful warnings.
Master advanced cart rules and orchestration to manage dependencies, priorities, and triggers across telecom and media scenarios, enforce compatibility, bundle discounts, device limits, and performance-focused sequencing.
Explore the main industry cpq APIs for cart and pricing, enabling integration with external systems, supporting real time synchronous updates, asynchronous workflows, and batch processing across quotes and renewals.
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.
Explore the CPQ process from product setup to fulfillment, including catalog, configuration, pricing, quotes, and order conversion across telecom, manufacturing, and media, with best practices for clean catalogs and integration.
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.