Overview of Course

This course, Configure and Administer a Salesforce CPQ Solution (CPQ301), is designed for individuals who want to learn how to configure and administer Salesforce CPQ (Configure, Price, and Quote) solutions. It is a comprehensive course that covers the fundamentals of CPQ, including pricing strategies, product rules, and quote templates.

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Course Highlights

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Learn how to configure and administer a Salesforce CPQ solution

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Understand pricing strategies and rules

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Learn how to create and manage product bundles

Key Differentiators

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    Trusted by over 100+ Fortune 500 Companies

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    Flexible Schedule & Delivery

    Choose between virtual/offline with Weekend options

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    Real-world Projects

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Skills You’ll Learn


Configure and administer a Salesforce CPQ solution


Understand pricing strategies and product rules


Create and manage product bundles


Configure pricing rules and quote templates


Troubleshoot common CPQ issues

Training Options

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1-on-1 Training

On Request
  • Option Item Access to live online classes
  • Option Item Flexible schedule including weekends
  • Option Item Hands-on exercises with virtual labs
  • Option Item Session recordings and learning courseware included
  • Option Item 24X7 learner support and assistance
  • Option Item Book a free demo before you commit!
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Corporate Training

On Request
  • Option Item Everything in 1-on-1 Training plus
  • Option Item Custom Curriculum
  • Option Item Extended access to virtual labs
  • Option Item Detailed reporting of every candidate
  • Option Item Projects and assessments
  • Option Item Consulting Support
  • Option Item Training aligned to business outcomes
For Corporates
vectorsg Unlock Organizational Success through Effective Corporate Training: Enhance Employee Skills and Adaptability
  • Choose customized training to address specific business challenges and goals, which leads to better outcomes and success.
  • Keep employees up-to-date with changing industry trends and advancements.
  • Adapt to new technologies & processes and increase efficiency and profitability.
  • Improve employee morale, job satisfaction, and retention rates.
  • Reduce employee turnovers and associated costs, such as recruitment and onboarding expenses.
  • Obtain long-term organizational growth and success.

Course Reviews


  • Understand the Business Case for CPQ
  • Watch an End-to-End Solution Demo
  • Build a Quote

  • Get Familiar with Products, Price Books, and Price Book Entries
  • Review Product Fields Integral to Basic Salesforce CPQ Functionality

  • Modify Out-of-the-Box Button Behavior for Product Selection
  • Review Guided Selling

  • Define and Build Product Bundles
  • Enforce Business Logic with Product Features

  • Enforce Business Logic with Option Constraints     

  • Define Product Rules
  • Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
  • Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)

  • Discover Pricing Waterfall Default Flows
  • Review List Pricing, Cost Plus Markup, and Block Pricing
  • Use Contracted Pricing for Negotiated Prices

  • Configure Subscription and Proration Pricing Methods
  • Understand How Subscription Pricing Methods Affect List and Regular Price

  • Compare Discounting Strategies
  • Build a Discount Schedule

  • Set Values for Quote and Quote Line Fields Declaratively
  • Review CPQ Advanced Quote Calculator Calculation Events and Conditions
  • Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)
  • Create Lookup Queries to Outsource Evaluation to a Lookup Object

  • Compare and Contrast the Advanced Approval Package Versus Native Approvals
  • Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements

  • Generate Dynamic Output Documents
  • Create Conditional Template Content

  • Make Accommodations for Localization
  • Define Localization and How It Works in CPQ

  • Review Business Purposes of an Order
  • Define the Data Model for Orders
  • Define Data Requirements to Generate Orders

  • Generate New Contracts to Manage Active Subscriptions Related to an Account
  • Review Amendment and Renewal Processes
  • Review Renewal Pricing Methods
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  • RedtickMake informed decisions about whether to enroll in the course or not.
  • RedtickGet a perspective with a glimpse of what the learning process entails.
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Target Audience:

  • Salesforce Administrators
  • Business Analysts
  • Sales Operations Managers
  • Sales Representatives
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  • Basic understanding of Salesforce
  • Familiarity with sales processes and terminology
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Benefits of the course:

  • Learn how to configure and administer a Salesforce CPQ solution
  • Gain hands-on experience through interactive exercises and simulations
  • Enhance your career prospects by adding CPQ skills to your resume
  • Learn from experienced instructors with real-world CPQ experience
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Exam details to pass the course:

  • There is no exam to pass this course.
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Certification path:

  • Salesforce Certified CPQ Specialist
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Career options:

  • Salesforce CPQ Administrator
  • Salesforce CPQ Specialist
  • Salesforce Business Analyst

Why should you take this course from Skillzcafe:

Why should you take this course from Skillzcafe:
  • Bullet Icon Learn from experienced instructors with real-world CPQ experience
  • Bullet Icon Gain hands-on experience through interactive exercises and simulations
  • Bullet Icon Access to course materials and recordings for future reference
  • Bullet Icon Learn at your own pace with flexible scheduling options


Yes, you should have a basic understanding of Salesforce and sales processes.

No, but you will have the knowledge and skills necessary to take the Salesforce Certified CPQ Specialist exam.

The course is typically 5 days long, depending on the delivery format.

Yes, you will have access to the course materials and recordings for future reference.

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