Salesforce Certified CPQ Specialist - Full Course

Learn to configure the Salesforce CPQ package, manage quotes and documents, enable multi-language translations, use the line editor, set up pricing calculations, and handle subscriptions and renewals.

Explore configuring CPQ products by creating perpetual and subscription offerings and applying the list price method, including setting a monthly subscription term and renewal options.

learn how to implement the cost pricing method in Salesforce CPQ by adding unit costs, applying a markup, and calculating the selling price, with currency-aware price books.

Explore percentage of total pricing method for support and maintenance contracts on software and perpetual products, including setting the percentage of total to 20 percent and selecting the base price.

Master block pricing in Salesforce CPQ, defining price ranges, lower and upper bounds, and overage rates for perpetual and subscription products, illustrated by a practical case study.

Learn how to translate product descriptions and details using twin fields that copy values from product to quote line, with German translation and custom objects for multilingual CPQ.

Learn how Salesforce CPQ product bundles combine a smartphone with add-ons such as headphones and chargers, using features and options with bundled pricing to simplify quotes.

Explore option constraints to manage product options, including dependencies and exclusions, and learn how to set constraint and constraining options with real-world examples like cameras, covers, and headphones.

Configure configuration and global attributes in CPQ to vary products by color and megapixels, creating matching picklists on product options and quote lines, and link them with target fields.

Learn to add product images in Salesforce CPQ by creating a product image formula field and a product picture ID, then display images on products and quote lines.

Configure the quote line editor in Salesforce CPQ by using field sets, views, and picklists to customize line items and quotes.

Learn to pre-filter products by product family and add custom actions to streamline selecting subscriptions or services in quotes. Use search filters, picklists, and dependent fields to tailor product recommendations.

Learn how to configure guided selling in Salesforce CPQ to guide sales reps through a multi-stage product selection using dynamic filters, picklists, and process inputs.

Explore how summary variables perform mathematical operations on field values to power product and price rules. Count subscription items on quote lines and sum totals using aggregate fields.

Learn how product rules use validation and alert to enforce configurations in Salesforce CPQ, with tested objects and fields and six months of insurance plus contract type initial or renewal.

Explore product rules with selection and filter types, using product actions to show or hide options, dynamically add promotions, and configure triggers for automatic rule application.

Discover price rules in Salesforce CPQ, trigger pricing with events, use the calculator scope on quote lines, count subscriptions, apply customer-specific discounts, and trigger recalculation via data loader.

Explore how lookup queries link external custom objects to pricing, enabling dynamic quote line prices. Build and map price conditions to megapixels and zoom values to automate list price adjustments.

Explore discount schedules in cpq, comparing slab and range pricing, building quantity tiers, and applying discounts to quotes, with block pricing and price waterfall noted.

Explore multidimensional quoting for subscription products by using price dimensions to define quarterly segments, customize periods, apply discounts, and manage installation fees while noting key constraints.

Explore the CPQ calculation sequence and five rounds of quote pricing, from loading to final evaluation, and preview quote templates and price configuration methods.

Create a basic Salesforce CPQ quote template with logo, watermark, header, footer, and font family Noto Sans; configure line items, sections, totals, and product numbering.

Create a quote terms section with a template content to display core terms and dynamically pull quote fields like subscription term and delivery method, with testing and pdf attachment options.

Tailor line items by product family in cpq, creating sections for subscriptions and services, and implement dynamic line columns with subscription term visibility and discount rules.

Learn to build mbdc product tables in a quote template by creating a line-item content, using tab style with price dimensions as columns, and organizing sections with proper display order.

Save and version quote documents in Salesforce CPQ by using a custom name field and a versioned naming formula, with optional hiding of the document name.

Install the advanced approvals package for CPQ, assign the CPQ AA license and advanced approvals user, then enable the quote object and configure fields, Apex classes, Visualforce pages, and buttons.

Explore advanced approvals in sales cpq, building multi-dimensional approval chains for quotes with conditions on list amount, discount, and payment terms, using parallel and sequential steps.

Explore how contracts are generated from opportunities in Salesforce CPQ, distinguishing subscription-based contracts from asset-based ones, with renewal models, start and end dates, and primary quotes.

Explore amendments and renewals in Salesforce CPQ by editing a contract to add or adjust subscriptions, quantities, and products while preserving bundle structures and pricing constraints.

Learn to manage renewals in Salesforce CPQ by creating renewal forecasts and renewal opportunities, syncing subscription products to primary quotes, and using start and end dates, discounts, and master contracts.

Explore contracted pricing in Salesforce CPQ, covering contract-based pricing, discounts, effective and start-end dates, discount schedules, hierarchy overrides, and e-signature considerations.

Calculate monthly recurring revenue using list price, quantity, and discounts, with block pricing handling. Use summary variables and price actions to compute subscription total and fiscal-year revenue.

Learn to create partner quotes by using partner account lookups, transferring account discounts for subscription, perpetual, and services to quote lines, then driving discounts with price rules.

Create and customize Salesforce CPQ quote templates for subscriptions and services, using formula-driven discounts, monthly price, total price, and final net amounts displayed via HTML content.

Configure an approval process to show or remove a watermark when list amount exceeds 500,000 using submit for approval and the approved checkbox.