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Yashad Tayal

Want to learn Salesforce CPQ and become an awesome CPQ Admin ?

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Want to learn Salesforce CPQ and become an awesome CPQ Admin ?

CPQ Salesforce, or Configure, Price, Quote by Salesforce is a tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.

The course will take you through Basic Salesforce CPQ features and configurations that will teach you how to solve business use cases with CPQ. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.

After completing this course, you'll be able to:

  • Configure and create Product Bundles

  • Create Option types and features for Product bundles

  • Create Product Rules

  • Create Summary variable

  • Validate Products added in a bundle

  • Create Pricing Rules

  • Create discount schedules

  • Create and configure quote template

    The course is made very concisely keeping in mind that all the Basic information regarding Salesforce CPQ is covered. Salesforce CPQ makes the product selection and pricing process much easier and it helps you produce a quality quote that’s complete and accurate and that looks professional. This course is not just a power-point presentation but its a complete hands -on course so you can learn by doing.

At the end of the course you will be able to solve basic business use cases using the power of Salesforce CPQ. The course will give you the basic knowledge and hands on experience on Salesforce Lightning CPQ.

Happy Learning.

Enroll now

What's inside

Learning objectives

  • Salesforce cpq
  • Product rules
  • Product bundle
  • Quote generation
  • Salesforce cpq pricing tools
  • Discounting tools in salesforce cpq
  • Price rules in salesforce cpq

Syllabus

Introduction
What is Salesforce CPQ?
Sign up CPQ Org
CPQ Fundamentals
Read more
What is a Quote?
Add Your First Bundle to a Quote
Product Configuration
Product Bundles
Option Types
Add option in the bundle
Quote Line Visibility
Include product in bundle
Organize features into categories
Additional Instructions on product feature
Option Layout
Product Rule
Product rule - Validation
Using Summary variable in Product Rules
Product Rule - Selection
Pricing
Block Pricing
Percentage of Total Pricing
Option Pricing
Cost plus markup
Discount on product bundle
Discounting tools
Volume-Based Discount Schedules
Resource - Percent vs Amount Discount Schedules
Range vs Slab Discount Schedules
Salesforce CPQ Subscription Pricing
Percent of total pricing
Give discounts for long subscriptions
Price Rules
Create a Price Rule
Guided Selling
Create Guided Selling
Quote
Introduction : Salesforce CPQ Quotes
Creating Quote template
Template Content
Quote Sections
Quiz
Bonus
Bonus Lecture

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Suitable for beginners who wish to gain entry into the field of CPQ
Appropriate for learners who seek to understand the fundamentals of Salesforce Lightning CPQ
Intended for learners interested in developing skills in product configuration, pricing, and quoting for Salesforce CPQ
May be limited for experienced professionals who require advanced CPQ concepts

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce CPQ : Salesforce CPQ Basics for Admins with these activities:
Gather Course Resources
Being organized and familiar with the resources improves your learning outcomes.
Show steps
  • Download the course syllabus
  • Create a folder for class notes and materials
  • Add any provided textbooks or recommended readings to the folder
Practice creating Product Bundles
Creating Product Bundles is a fundamental skill in Salesforce CPQ. This activity will help you practice creating Product Bundles so that you can become more proficient in using this tool.
Show steps
  • Create a new Product Bundle in Salesforce CPQ.
  • Add products to the Product Bundle.
  • Configure the pricing for the Product Bundle.
  • Save the Product Bundle.
Complete the Salesforce CPQ Guided Tutorials
Following guided tutorials boost your confidence and clarifies Salesforce CPQ concepts.
Show steps
  • Access the Salesforce CPQ Guided Tutorials
  • Complete the guided tutorials in order
Three other activities
Expand to see all activities and additional details
Show all six activities
Practice Creating Product Bundles
Practicing bundle creation enhances your ability to create accurate and efficient bundles.
Show steps
  • Create a new Product Bundle
  • Add products and options to the bundle
  • Configure pricing and discounts for the bundle
Join a Salesforce CPQ Study Group
Collaborating with peers strengthens your understanding and broadens your perspective on Salesforce CPQ.
Show steps
  • Join a Salesforce CPQ study group or create one with classmates
  • Meet regularly to discuss concepts, practice exercises, and prepare for assessments
Develop a Salesforce CPQ Implementation Plan
Creating an implementation plan ensures a smooth and successful Salesforce CPQ implementation.
Show steps
  • Gather requirements from stakeholders
  • Design the Salesforce CPQ implementation architecture
  • Develop a data migration plan
  • Create a training plan for users
  • Write a project implementation timeline

Career center

Learners who complete Salesforce CPQ : Salesforce CPQ Basics for Admins will develop knowledge and skills that may be useful to these careers:
Salesforce Administrator
Salesforce Administrators set up, configure, and maintain Salesforce systems. They work closely with business users to understand their needs and develop solutions that meet those needs. With the skills learned in Salesforce CPQ: Salesforce CPQ Basics for Admins, you'll be able to configure products, create custom quotes, and manage pricing. This course will give you the knowledge and experience you need to become a successful Salesforce Administrator.
Business Analyst
Business Analysts are responsible for understanding the business needs of an organization and translating those needs into technical requirements. They work with stakeholders to gather requirements, analyze data, and develop solutions. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the business processes involved in sales and pricing. You'll also learn how to use Salesforce CPQ to automate these processes and improve efficiency.
Product Manager
Product Managers are responsible for managing the lifecycle of a product. They work with engineering, design, and marketing teams to develop and launch new products. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the product development process and how to use Salesforce CPQ to manage product pricing and configuration.
Sales Manager
Sales Managers are responsible for leading and motivating a team of sales representatives. They work with customers to develop sales strategies and close deals. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the sales process and how to use Salesforce CPQ to manage sales quotes and pricing.
Salesforce Developer
Salesforce Developers are responsible for developing and customizing Salesforce applications. They work with business users to understand their needs and develop solutions that meet those needs. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the Salesforce platform and how to use Salesforce CPQ to develop custom solutions.
Consultant
Consultants help organizations to improve their performance. They work with clients to identify problems, develop solutions, and implement changes. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the business processes involved in sales and pricing. You'll also learn how to use Salesforce CPQ to automate these processes and improve efficiency.
Financial Analyst
Financial Analysts are responsible for analyzing financial data and making recommendations on investments. They work with clients to develop financial plans and manage risk. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the financial implications of sales and pricing decisions. You'll also learn how to use Salesforce CPQ to track financial performance and make informed decisions.
Data Analyst
Data Analysts are responsible for collecting, analyzing, and interpreting data. They work with businesses to identify trends and patterns and make recommendations based on their findings. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the data that is available in Salesforce CPQ and how to use it to make informed decisions.
Marketing Manager
Marketing Managers are responsible for developing and implementing marketing strategies. They work with marketing teams to create and execute marketing campaigns and track results. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in marketing and how to use it to generate leads and close deals.
Operations Manager
Operations Managers are responsible for planning and managing the day-to-day operations of a business. They work with teams to ensure that products and services are delivered on time and within budget. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in operations and how to use it to improve efficiency and productivity.
Project Manager
Project Managers are responsible for planning, executing, and closing projects. They work with teams to ensure that projects are completed on time, within budget, and to the required quality. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in project management and how to use it to track progress and manage resources.
Accountant
Accountants are responsible for preparing and maintaining financial records. They work with businesses to ensure that their financial statements are accurate and compliant with GAAP. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the financial implications of sales and pricing decisions. You'll also learn how to use Salesforce CPQ to track financial performance and ensure compliance.
Risk Manager
Risk Managers are responsible for identifying, assessing, and mitigating risks. They work with businesses to develop and implement risk management strategies. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in risk management and how to use it to identify and mitigate risks.
Compliance Manager
Compliance Managers are responsible for ensuring that a business complies with all applicable laws and regulations. They work with businesses to develop and implement compliance programs. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the role of Salesforce CPQ in compliance and how to use it to track compliance and manage risk.
Auditor
Auditors are responsible for examining and evaluating financial records. They work with businesses to ensure that their financial statements are accurate and compliant with GAAP. The skills you'll learn in Salesforce CPQ: Salesforce CPQ Basics for Admins will help you to understand the financial implications of sales and pricing decisions. You'll also learn how to use Salesforce CPQ to track financial performance and ensure compliance.

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