
Explore how Salesforce CPQ combines product, pricing, and discounting to configure bundles, create quotes, and manage renewals, amendments, and approvals with digital signatures.
learn to install the cpq package via apexexchange or direct install for sandbox or production, obtain a license or trial, and authorize calculation services on heroku with token authentication.
Navigate the code line editor in Salesforce CPQ, configure header and line sections, add products and discounts, manage groups and primary codes, and generate quotes.
Explore how to configure non-subscription and subscription products in salesforce cpq, including the product object, price book entries, and assets or contracts.
Explore multi-dimensional pricing and usage-based models in Salesforce CPQ, covering subscription, user-based, perpetual, and bundle products, with practical setup guidance and common interview questions.
Enable multi currency in Salesforce CPQ and add local currencies. Configure currencies, exchange rates, and currency-specific price books to view pricing and reports in local currencies.
Learn Salesforce CPQ pricing methods, including list price and cost price, and how price books and cost entries use markup to handle dynamic, currency-aware pricing.
Learn block pricing and percent of total (PoT) in Salesforce CPQ, enable auto calculation in the line editor, and implement tiered pricing with overage rates.
Explore prorate precision and prorate multiplier in Salesforce CPQ, including how custom pricing, pricing methods, and subscription term adjustments update totals automatically during midterm amendments.
Explore Salesforce bundle products and configurations, including how to build and price combos with features, options, and UI layouts to optimize sales rep efficiency.
Learn how twin fields synchronize values between objects and how to configure bundle attributes—configuration, inline, and global types—along with practical setup steps and common interview questions.
Option constraints in Salesforce CPQ enforce valid configurations through dependency and exclusion rules, with grouping logic and product rules to enable or disable options and check prior purchases.
Learn how to configure nested bundles in Salesforce CPQ, including creating bundle products, nesting other bundles or individual products, and using the configure code pattern to display concise bundle codes.
Learn how product rules automate pricing and configuration in Salesforce CPQ, using validation, alert, selection, and filter types, plus key objects like error conditions and lookup queries.
Learn to configure alert and validation product rules in Salesforce CPQ, including error conditions for trial bundles and the net total price constraint of 100 USD.
Explore how summary variables and filter product rules work in Salesforce CPQ, learn to set up evaluation order, and use aggregate calculations to enforce constraints before saving.
Explore how to configure the selection product tool in Salesforce CPQ to automate product selection. Use configuration attributes, product rules, error conditions, and actions with a meal-size dropdown example.
Explore how to create and configure custom actions and search filters in Salesforce CPQ, including visibility, step-by-step setup, and applying filters, rendering, and conditions for target records.
Explore guided selling in Salesforce CPQ, where a question-driven flow filters products by country and product family. Learn how to configure the process with code process, mirror fields, and filters.
Discover how price rules in Salesforce CPQ automate pricing on quote lines through conditions and actions, differentiate them from product rules, and configure discounts and field updates.
Explore lookup queries and lookup data as replacements for product rules and price rules in Salesforce CPQ. See a demo and learn configuration, data loading, and deployment considerations.
Explore Salesforce CPQ discount schedule, covering volume based discounts (range and slab), term based discounts, and cost based discounts, with a demo and interview questions.
Explore contracted pricing in Salesforce CPQ, using term based and cost based discount schedules, creating contract prices manually or automatically, and applying discounts with priority and validations.
discover price waterfall in Salesforce and how original price, list price, contracted price, discounts, and discount schedules shape the net unit price across multiple pricing stages.
Learn how contracts and renewals work in Salesforce CPQ, exploring contract-based and asset-based renewal processes, subscription versus non-subscription products, amendments, and contract creation.
Learn how percent of total products can be treated as non-subscription or subscription based, and how renewals generate subscription records, contracts, and assets.
Master amendments in Salesforce CPQ by learning contract-based and asset-based changes, including upgrades, downgrades, and terminations, with live demos and practical workflow guidance.
Learn how Salesforce CPQ quote templates are built from reusable sections and template contents. Preview and generate documents, and customize terms, line items, and HTML content to tailor quotes.
Explore how to create and customize Salesforce CPQ quote documents, build code templates, attach logos, generate PDFs, and tailor sections, terms, and additional documents.
Learn to integrate Salesforce with Adobe Sign by installing Adobe Acrobat Sign for Salesforce, connecting your org, enabling status updates, and configuring agreement templates for seamless e-signatures in CPQ.
Explore advanced approvals in Salesforce CPQ, including install via a manage package, enable for code objects, and features such as smart approvals, approval chains, dynamic approvals, and interview questions.
Master CPQ deployments by distinguishing metadata from data, using branch deployments or chain sets, and performing manual data migrations with data loader and external IDs.
Explore how Salesforce CPQ plugins extend features—electronic signature, document store, product recommendations, and order management—and learn to implement apex classes, JavaScript code calculator plugin (QCP), and custom scripts.
CPQ Live Class Training Program
Master the platform of Salesforce CPQ with no prerequisite knowledge required by attending our live training program.
If you are willing to become a Salesforce CPQ expert, you have landed on the right page! Whether you are an experienced professional wanting to build a career in Salesforce or a young graduate entering the world of CRM, our Salesforce CPQ training program helps you in acing the platform in the best way possible.
Before getting to the details of the course, let us briefly understand the platform of Salesforce CPQ.
What Is Salesforce CPQ?
CPQ stands for “configure, price, and quote.” Salesforce CPQ is a software platform that allows users to provide suitable pricing for a given product configuration, create a quote for it, and send the same to the clients. In simple words, Salesforce CPQ helps the sales team of an organization to price their products and send quotes to the clients in a streamlined manner.
The automated nature of the platform relieves users from carrying out manual processes while pricing their products and generating suitable quotes. Salesforce CPQ helps you in getting the work done in a few simple clicks.
CPQ applications provide a holistic approach to the sales reps when it comes to pricing and quoting by facilitating customizations, personalized discounts, adjusting product quantities, and offering a range of automated features. The fully cloud-based platform is easy to use for both technical and non-technical users. Seamless mobile customization allows users to operate on the go and ensure that the entire team is on the same page.
Benefits Of Getting Trained In Salesforce CPQ
Smart Sales By Accessing Customer Data
Being a Salesforce offering, getting trained in Salesforce CPQ allows you to make the most of the customer database to make smart sales decisions. The platform allows users to price the products, provide discounts, and design quotes based on the specific needs and preferences of the clients.
Workflow Automation
Salesforce CPA allows users to automate a range of processes that relieve the sales reps from spending their time and effort in carrying out manual processes.
Higher Accuracy
Working on Salesforce CPQ increases the accuracy of the processes undertaken by the users. Owing to high automation and the use of advanced tools, the chances of committing errors while pricing offering and sending quotes are negligible.
Use Of AI For Improved Results
You can leverage the functionality of Salesforce CPQ with the help of Einstein – the AI component of Salesforce. Salesforce Einstein allows CPQ users to generate intelligent quotes, make insightful forecasts, and predict the behavior of the customers to provide them with the desired traction.
Analyzing Profit
Getting trained in Salesforce CPQ helps you in analyzing the profits that can be incurred from specific sales transactions. This helps the users in analyzing the risks involved before going ahead with the concerned transaction and be vigilant in entering into deals.
Personalization Of Services
Salesforce CPQ allows users to generate personalized quotes for every client they deal with, resulting in improved relations with them. Optimized use of CRM data allows users in tailoring their processes based on the specific needs and preferences of the clients they deal with.
Why Should You Join Our Training Program?
Lifetime Access Through LMS
SFDCGYM provides you with lifetime access to the course materials and resources once you enroll in our live Salesforce CPQ training program. Our seamless learning management system helps you in referring to specific topics and subjects of the course anytime in the future after you are through with the program.
Training By Industry Experts
The Salesforce CPQ live training sessions are conducted by some of the best experts in the industry. The course is designed and executed by subject matter experts having an amount of experience in the IT industry.
One-on-one Sessions With The Experts
In case you find any difficulty during the course of the Salesforce CPQ training program, you can always ask for a one-on-one session with the experts. SFDCGYM facilitates these sessions to clear all your doubts and resolve your issues directly through the industry experts conducting the training program.
Resume Builder Assistance
We are dedicated to helping you build an impressive resume and secure jobs in reputed organizations in the industry. Along with the training program, SFDCGYM provides you with personalized resume builder assistance for 3 months to add the skills you learn to your resume. We help you create a professional resume that would instantly impress recruiters across the board.
Ideal For Non-technical Trainees
Our Salesforce CPQ live training program is suitable for trainees with little to no insight into the platform. We start the course by introducing the platform of Salesforce CPA from scratch. Even if you are just entering the world of Salesforce and CRM, you will never find yourself lost or confused during the training program.
Exercised For Improved Learning
In order to increase the impact of the training program, we provide you with hands-on exercises related to Salesforce CPQ on a periodic basis. This would allow you to brush up on the lessons learned and prepare you for the topics to be covered thereafter.
Staying Relevant To Technological Trends
Our Salesforce CPQ training program is designed to help you learn tools and features that are in sync with the latest technological advancements in the industry. This would help you stay updated with the prevalent tools and stay in tune with the current trends in the market.
Getting You Industry-ready
Our training program is designed to prepare you for the industry and secure Salesforce jobs in renowned organizations. By the time you are done with the course, you would be well-versed with the nitty-gritty details about the platform and proficient with its functionality.
If you are willing to explore the world of Salesforce CPQ and master the platform by learning from industry experts, enroll in our CPQ live training program today. Get in touch with us to get all your queries answered and to start your wonderful journey with SFDCGYM.