Become a CPQ Expert: Learn to Setup, Configure, Price and Quote All-in-One Course | Updated for SFDC Winter '25

What you'll learn

Set up CPQ from scratch in a Developer Org and customize CPQ Package settings.
Create & Manage Quotes in the Quote Line Editor.
Set up all types of CPQ Products: Bundles, MDQ, Subscriptions, and Usage-based.
Pricing Methods from the basics: Price Waterfall & PriceBooks to advanced Block pricing, Contracted, Volume-based, Percent of Total, and more.
CPQ features: Price Rules, Product Rules & Summary Variables.
Set up Discounting: Option, Volume-Based, Manual, and Partner discounts.
Create Professional, Branded Quote templates and Documents from scratch.
Master CPQ Pillars: Quoting, Pricing, and Product Configuration.
Set up & Manage Orders.
Generate Assets, Subscriptions & Contracts.
Set up & Manage Renewals & Amendments.
No coding experience needed.

Requirements

No prior CPQ access required; we'll guide you through creating a Developer Org for hands-on experience.
Basic Salesforce Admin knowledge is helpful but not required.
No coding experience needed.

Description

Are you ready to Master Salesforce CPQ and streamline your quoting, pricing, and product configuration processes ? This comprehensive course will take you from beginner to expert in just 5 days! Whether you're a Salesforce Admin, Consultant, Freelancer, Product Owner, Business Owner, or transitioning into a CPQ-related role, this course equips you with everything you need to succeed.Why Choose This Course?This course is hands-on and practical. You'll gain real-world experience by:Setting up your own Developer Org to experiment in a Sandboxed environment.Working through Practical Scenarios and Real-World Use Cases—all without coding.Learning incrementally, no matter your experience level, to build confidence in your CPQ skills.Don't Miss the Free Preview!I highly encourage you to watch the free preview lectures to see firsthand:What this Course offers.How the Content is Structured.Why it's Uniquely designed to help you Master Salesforce CPQ.These previews provide a clear Roadmap of the course so you can make an informed decision before enrolling.How Is This Course Organized ?Each feature of Salesforce CPQ is broken down into easy-to-follow steps:Understand each Feature in depth.Watch detailed Setup Demonstrations for Practical application.Apply Real-World Use Cases to solidify your understanding.This approach ensures you gain both Theoretical and Practical Mastery of Salesforce CPQ.The OutcomeBy the end of this course, you'll:Be Confident in managing Salesforce CPQ for any Organization.Stand out in a Competitive marketplace with advanced CPQ skills.Unlock Career Opportunities by mastering one of Salesforce's most in-demand tools.

Who this course is for

Anyone interested in learning Salesforce CPQ.
Beginners: If you're new to CPQ, this course provides a complete foundation.
Freelancers & Consultants: Whether you're a developer, admin or business analyst who wants to boost his/her market value and Rates by becoming a CPQ expert, standing out from competition.
Salesforce Admins: Expand your expertise by mastering CPQ and becoming CPQ Admins as well.
Career Changers: Transition seamlessly into a CPQ role with a comprehensive guide from setup to advanced features, giving you the confidence to succeed.
Project Managers & Product Owners: Gain a deeper understanding of CPQ setup and configuration to confidently lead Salesforce CPQ projects.
Business Owners: Seeking to know if CPQ is a good fit for their Business model.
Homepage:

https://www.udemy.com/course/master-salesforce-cpq/