Salesforce CPQ Basics to Expert Certification Master Course

Learn to configure bundles and product options in Salesforce CPQ, guided by business and technical rules. Formalize pricing, apply diverse discounts, and automate quotes with branded templates and e-signature integration.

Discover why CPQ boosts selling and quoting by enabling less experienced users to generate accurate quotes. Learn how CPQ enforces rules, keeps up-to-date product data, and creates dynamic branded proposals.

Learn how Salesforce CPQ manages orders, distinguishing asset (one-time) orders from subscription contracts. See how renewals drive ongoing billing for subscription products.

Explore four Salesforce CPQ product types: one-time (perpetual), subscription, usage-based, and multi-dimensional, illustrated by data plans and Microsoft licenses with pricing differences.

Create a Salesforce cpq dev org by visiting trialhead.salesforce.com promo slash org slash cpq trials, verify your account, and view accounts, opportunities, orders, and products via the app launcher.

Learn how to install and upgrade Salesforce CPQ in an existing org, choose production or sandbox, install for admin only, and review the winter 26 (version 258) package components.

Navigate post-installation steps for Salesforce CPQ, verify SBQQ-prefixed objects, fields, layouts, triggers, and validations, and adjust page layout assignments to CPQ product layouts per profile.

Learn how the admin team uses Salesforce package settings to configure CPQ, navigating setup, installed package, and configure across nine tabs, including document, group, line editor, plugins, and orders.

Assign the Salesforce CPQ license to users, then grant appropriate permission sets (admin, CPQ admin, or CPQ user) to control CPQ access.

Understand how Salesforce quotes function as documents detailing products, prices, terms, and discounts created from opportunities, with multiple quotes and a primary quote.

Create quotes from account, opportunity, or quote object in Salesforce cpq, via related list or new button, and see data like account, primary contact, and sales rep captured automatically.

Learn how a Salesforce opportunity uses a primary code to select the final quotation among multiple codes, and how the primary code drives and updates the opportunity amount.

Define the product-price book relationship in Salesforce CPQ, linking products to multiple price books via the price book entry junction object, enabling country-specific pricing.

Learn to add products to a quote in Salesforce CPQ by editing lines, using add products, applying filters, marking favorites, and calculating prices with quick save.

Master the CodeLine Editor in Salesforce CPQ, navigating header, code information, code line items, and features like add, favorite, group, delete, optional, and quote total.

Explore the difference between a product and a coatline item in cpq: a product is a catalog item, while a coatline item customizes it for a specific customer deal.

Create quote line groups to organize products into labeled groups with group-level discounts and headers; add products to groups, clone or delete groups, and save changes quickly.

Modify the coatline group in Salesforce CPQ by using the line editor to remove fields. Create a level picklist with high, medium, low and add it to the coatline group.

Understand how a quote, quote line group, and quote line model a deal in Salesforce CPQ, from the parent quote to sections and individual products, with master-detail and lookup relationships.

Learn how to add a field to the quote header by editing the line editor field set on the quote object (SBQQ__quote) and refreshing to display the new field.

Learn to add fields to the quote line field set in Salesforce CPQ by editing the coatline editor via Object Manager, adding regular total and special price.

Explore the three Salesforce CPQ bundle types—static, configurable, and nested—through real-time examples like a school stationary kit, a pizza combo, and a travel vacation package.

Create a nested bundle in Salesforce CPQ using the family meal deal example. Configure product options and reconfigure to manage bundles and sub-bundles efficiently.

Explore the cpq package settings in the installed package configure area, using the line editor to visualize product hierarchy, preserve bundle structure, and keep bundle together.

Explore how the bundle checkbox controls pricing in a Salesforce CPQ bundle: when true, child items cost $0 and the bundle price applies; when false, child prices are added separately.

Explore Salesforce CPQ product option types: component, accessory, and related product. See how bundle quantity multiplies components, while accessories stay fixed and related products remain editable.

Learn the two types of attributes in Salesforce CPQ—configuration attributes and global attributes—and how they relate to bundles and products, where global attributes are reusable across multiple products.

Learn to enable global attributes in a new Salesforce CPQ org by configuring global and configuration attribute record types in the profile and enabling product option drawers.

Explore configuring a burger meal bundle with Salesforce CPQ attributes to customize sizes and drinks without product duplication. See automatic pricing and quantity updates for improved customer experience.

Create custom fields on the product option and coatline objects, and add their API names to configuration attribute picklist to build global attribute, attribute set, and product attribute set records.

Create attribute sets and add attribute items in Salesforce CPQ, using junction objects to relate global attributes and define bundles like burger meals with price size and sequence.

Discover how twin fields connect product option and quote line by automatically transferring values, using identical API names and field types, ensuring data integrity across CPQ.

Learn how Salesforce CPQ handles subscription products paid over time with fixed price or percent of total, using net price, subscription term, and subscription type to calculate renewals and price.

learn how subscription term units drive net price calculations in salesforce cpq, from setting term length to price book updates and term-based pricing.

Configure subscription pricing in Salesforce CPQ by choosing fixed price or percent of total, then see how subscription term and percent of total base drive automatic add-on calculations.

Learn how CPQ evergreen subscriptions are configured with a subscription type of evergreen, no defined term, and automatic renewal until cancellation. Renewable plans have a fixed term and end date.

Enable evergreen subscription in cpq, configure the subscription term, add evergreen options to the subscription type, adjust the coatline field set, and add evergreen field to the contract page layout.

Create an evergreen subscription product by defining a product, setting term to 1, and using fixed price in subscription pricing with evergreen as the type; Netflix monthly plan is $15.

Learn MDQ in Salesforce CPQ, which splits subscription pricing into time segments such as year, quarter, or month, and applies different pricing per segment.

Learn to set up an MDQ product with price dimensions by creating a subscription product, defining a yearly subscription price dimension, and enabling segment customization.

Configure an MDQ quote by adding the VPN license as an MDQ product to a code, define year-based quantities and discounts, and compare MDQ versus non-MDQ pricing with segment details.

Explores custom price dimensions in Salesforce CPQ, enabling nonstandard segments such as six months and promo periods. It demonstrates editing a price dimension’s label and start/end dates.

Learn how to enable usage-based pricing in Salesforce CPQ by configuring the CPQ package, navigating to pricing and calculation, and verifying via consumption schedules.

Learn to configure a usage-based product in Salesforce CPQ through five steps, including creating a subscription product and setting up a consumption schedule for mobile data pricing.

Explore consumption schedules and rates in Salesforce CPQ, detailing master-detail relationships, processing order of rates, tiered pricing with lower and upper bounds, and per-unit versus flat-fee pricing for usage-based products.

Create and activate a mobile data plan in salesforce cpq, set a consumption schedule with gigabytes and tiered rates (1–50 GB $10, 50–100 GB $20, 100+ GB $50).

Visualize a usage-based product in the CodeLine Editor by configuring consumption schedules and activation, then observe pricing via a tiered, flat-fee model.

Explore the CPQ pricing agenda, learning product pricing methods, price rules, and discounting to determine how product values are calculated and displayed during quoting.

Discover how Salesforce CPQ price books manage products for different customer types through prize books, and apply methods like block pricing, POT, and contracted pricing.

Block pricing in Salesforce CPQ uses fixed prices for quantity ranges to encourage larger purchases, with lower bounds and upper bounds, assigned to a price book on the product record.

Create block prices in Salesforce CPQ and update the product pricing method from list to block. Illustrate with a cloud storage plan using basic, standard, and premium tiers.

Learn to configure POT pricing category in Salesforce CPQ, applying a 5% percent of total on hardware products (laptop, desktop) to calculate warranty service fees in quotes.

Understand option pricing within bundles in cpq by configuring unit price overrides and the bundle checkbox to include items in a bundle or sell them separately.

Master cost and markup pricing in Salesforce CPQ by applying a markup to product cost, which covers expenses, with the markup as a percentage or fixed amount to ensure profit.

Learn to set up cost and markup pricing by creating a product cost, switching pricing method from list to cost, and calculating the customer price using markup.