Mastering Salesforce CPQ Advanced Strategies for Enterprise Automation and Revenue Growth
You're under pressure. Quoting is slow. Deals slip through gaps in configuration. Revenue leakage is real and growing. Your sales leadership demands faster turnarounds, tighter compliance, and higher win rates - but your current CPQ setup feels fragile, over-customised, and hard to scale. You're not alone. Many Salesforce architects and revenue operations leads start here, wrestling with disjointed product rules, pricing logic that breaks under pressure, and CPQ deployments that promised transformation but delivered complexity. The cost? Delayed deals, frustrated sellers, and eroded trust in your tech stack. But what if you could turn CPQ from a maintenance burden into a strategic engine? What if your Salesforce instance didn’t just support sales - what if it consistently accelerated deal flow, enforced margin control, and automated 90% of complex quoting? The Mastering Salesforce CPQ Advanced Strategies for Enterprise Automation and Revenue Growth course is the battle-tested roadmap used by senior CPQ architects at Fortune 500s and hypergrowth SaaS companies to transform chaotic quoting into a repeatable, high-velocity revenue machine. TechCorp Inc’s lead revenue architect used these exact frameworks to cut quoting cycle time by 68%, reduce errors by 94%, and unlock $12M in previously lost deal velocity within six months. This isn’t theory. It’s what works when millions in pipeline are on the line. All of this is now within your reach - even if your current CPQ is brittle, poorly documented, or overdue for a re-architecture. You will go from uncertain and overloaded to clear, confident, and in control. Imagine walking into your next leadership review with a fully automated, audit-ready proposal for CPQ optimisation that aligns pricing, product, and sales process. Here’s how this course is structured to help you get there.Course Format & Delivery Details Fully Self-Paced, Always Available
The Mastering Salesforce CPQ Advanced Strategies for Enterprise Automation and Revenue Growth course is 100% self-paced with immediate online access. There are no deadlines, no scheduled sessions, and no time zones to coordinate. You progress on your own terms, from anywhere in the world. Start today, pause tomorrow, and resume in two weeks - your progress is preserved. Most learners complete the core curriculum in 12–18 hours, with many applying key automation frameworks to live projects within the first 48 hours of enrollment. Lifetime Access, Zero Recurring Fees
Once enrolled, you receive lifetime access to all course materials, including every update, expansion, and enhancement released in the future - at no additional cost. Our team continuously refines content based on real enterprise feedback, API changes, and new Salesforce CPQ features. Your investment is protected for the long term. Learn Anywhere, On Any Device
Access the full course from your desktop, tablet, or mobile phone. Our responsive platform ensures you can study during transit, between meetings, or from the comfort of your home office. No downloads, no installations. Just open your browser and continue your progress - anytime, anywhere. Industry-Recognised Certification
Upon successful completion, you will earn a Certificate of Completion issued by The Art of Service. This globally recognised credential validates your mastery of advanced CPQ automation, pricing strategy, and enterprise scalability. Share it on LinkedIn, include it in your resume, or present it to leadership as proof of capability. Direct, Expert-Backed Support
You are not learning in isolation. Receive direct guidance from our team of certified Salesforce architects with over 15 years of enterprise CPQ deployment experience. Submit structured queries through our secure portal, and expect detailed, actionable responses within 48 business hours. This is not automated support - it’s human, expert assistance tailored to your implementation challenges. No Hidden Fees, No Surprises
Pricing is simple, transparent, and one-time. There are no subscriptions, no upsells, and no hidden charges. What you see is exactly what you get. Enrol once, own it forever. - Visa
- Mastercard
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100% Risk-Free with Our Satisfied or Refunded Guarantee
If, within 30 days, you find the course does not deliver actionable insight, practical frameworks, or measurable progress toward advanced CPQ mastery, simply request a full refund. No forms, no hassle. We assume the risk so you can learn with confidence. Trusted by Enterprise Architects, Sales Ops Leaders, and CPQ Consultants
We know you may be sceptical. You’ve seen courses that overpromise and underdeliver. You may think: “My org is too complex.” “My product catalog is too fragmented.” “We’ve already tried CPQ automation and failed.” Here’s the truth: This works even if your current CPQ environment is highly customised, lacks documentation, or has failed previous optimisation efforts. The frameworks you’ll master are specifically designed to reverse-engineer chaos, standardise logic, and rebuild with scalability in mind. One enterprise sales operations director used Module 5 to decommission 37 legacy approval triggers and replace them with a single, dynamic pricing hierarchy - reducing quote approval time from 3.2 days to under 4 hours. Again, this is not hypothetical. These are real problems, solved with real tools. After enrollment, you’ll receive a confirmation email. Your access details and learner portal credentials will be sent shortly after, enabling you to begin immediately upon receipt. We prioritise clarity, security, and ease of access - with no pressure to perform. This course is not about filling your head with concepts. It’s about equipping you with executable architecture, repeatable design patterns, and a step-by-step path to revenue impact. Your transformation starts the moment you begin.
Module 1: Foundations of Enterprise-Grade CPQ - Understanding the true role of CPQ in modern revenue operations
- Core components of Salesforce CPQ: Quote, Product, Pricebook, and Configuration
- Differentiating CPQ Standard from CPQ Advanced use cases
- CPQ data model deep dive: objects, relationships, and key fields
- Licensing and permission requirements for enterprise deployment
- Common CPQ pitfalls and how to avoid them from day one
- The 5 stages of CPQ maturity and where your organisation stands
- Aligning CPQ strategy with broader CRM and revenue goals
- Establishing governance for long-term CPQ success
- Defining success metrics: quote accuracy, deal velocity, adoption rate
Module 2: Advanced Product Configuration & Rule Architecture - Complex configuration rules using Advanced Conditions
- Building dynamic product bundles with multi-level dependencies
- Designing product selection wizards for non-technical users
- Handling add-on products with conditional availability
- Implementing exclusion rules to prevent invalid combinations
- Using Product Rules for real-time UI interactions
- Configuring Auto-Select rules for guided selling
- Setting up Product Option constraints with minimum/maximum quantities
- Managing product surcharges and discounts at the configuration level
- Creating multi-currency product rules with exchange rate logic
- Embedding configuration logic into Salesforce Flows
- Auditing configuration rule performance and error logs
- Versioning and testing product rules in sandbox environments
- Decoupling configuration logic from pricing logic for scalability
- Benchmarking configuration speed across large catalogs
Module 3: Dynamic Pricing & Discount Governance - Building tiered pricing models with volume-based breakpoints
- Implementing customer-specific price lists and hierarchies
- Automating discount approvals using conditional thresholds
- Setting up margin protection rules to preserve profitability
- Dynamic list-to-net pricing calculations with real-time visibility
- Creating reusable price action templates for rapid deployment
- Integrating external pricing engines with Salesforce CPQ
- Handling promotional pricing with start and end date controls
- Managing regional pricing variations with geolocation logic
- Designing price override workflows with audit trails
- Building price waterfall dashboards for sales leadership
- Preventing unauthorised discounting with dynamic validation
- Enforcing price floors based on product mix and customer tier
- Automating approval escalations for high-discount quotes
- Tracking discounting trends and identifying abuse patterns
Module 4: Quote Lifecycle Automation & Approval Workflows - Configuring multi-stage quote approval processes
- Dynamic approver assignment based on deal size, region, or product
- Automated quote submission triggers using Salesforce Flows
- Integrating approval workflows with Chatter for visibility
- Setting up parallel and sequential approval paths
- Adding conditional gateway checks before approval entry
- Automating rejection handling and resubmission logic
- Generating audit reports for compliance and SOX requirements
- Linking quote status changes to external systems via APIs
- Triggering contract generation upon approval completion
- Building quote ageing alerts and overdue reminder logic
- Handling partial approvals for multi-section quotes
- Using Approval Rules to standardise decision criteria
- Simulating approval paths before deployment
- Measuring approval cycle time and optimising bottlenecks
Module 5: Advanced CPQ Automation with Custom Scripts & Actions - Writing custom price actions using Price Rule scripts
- Creating pre-population scripts for quote line defaults
- Using Calculation Procedures and Interface Apex Classes
- Debugging script errors with real CPQ log analysis
- Handling null values and edge cases in script logic
- Building re-usable script libraries for enterprise use
- Integrating scripts with external data sources via callouts
- Configuring synchronous vs asynchronous script execution
- Securing script output with sharing rules and FLS
- Versioning and testing scripts across sandboxes
- Automating tax calculations with custom logic
- Generating recurring revenue adjustments with scripts
- Optimising script performance for large quotes
- Replacing triggers with CPQ-native scripting where possible
- Documenting script logic for future maintenance
Module 6: CPQ Integration with Salesforce Sales Cloud & Service Cloud - Syncing quote data with Opportunities in real time
- Automating opportunity split generation from quotes
- Creating service contracts and entitlements from approved quotes
- Linking CPQ to Case management for post-sales support
- Embedding quote history into customer service consoles
- Using CPQ data in Sales Path recommendations
- Triggering cadence emails from quote status changes
- Integrating with Salesforce Inbox for quote follow-ups
- Synchronising product usage data from Service Cloud to CPQ
- Building unified customer views with CPQ and Service data
- Automating quote renewal workflows from contract expirations
- Using Einstein Activity Capture to log quote interactions
- Mapping CPQ stages to Sales Cloud pipeline reports
- Ensuring data consistency across CPQ and Lead objects
- Creating custom Lightning components for CPQ-Sales alignment
Module 7: Large-Scale Product Catalog Management - Structuring product hierarchies for 10,000+ SKUs
- Automating product imports using Data Loader templates
- Setting up validation rules for catalog data integrity
- Managing product visibility by user profile and role
- Handling multi-language product descriptions and labels
- Creating dynamic product search filters for sales reps
- Versioning product catalogs with effective dating
- Archiving obsolete products without breaking history
- Linking products to knowledge articles for guidance
- Automating product deprecation notices and replacements
- Using product attributes for intelligent filtering
- Integrating ERP product masters with CPQ catalogs
- Building audit trails for product changes and updates
- Generating catalog compliance reports for finance teams
- Optimising catalog load speed for mobile users
Module 8: CPQ & Subscription Management at Scale - Configuring recurring pricing with proration logic
- Handling mid-period upgrades and downgrades
- Automating subscription renewals with renewal quotes
- Managing multi-year contracts with milestone billing
- Simulating renewal scenarios with sandbox testing
- Forecasting recurring revenue using CPQ data
- Integrating with Revenue Recognition engines
- Tracking usage-based add-ons within subscriptions
- Building customer-specific billing cycles and terms
- Automating contract amendments with change orders
- Handling true-ups and reconciliation billing
- Setting up grace periods and cancellation workflows
- Generating renewal health scorecards for account managers
- Linking subscriptions to Customer Success platforms
- Reporting on churn risk using quote and renewal data
Module 9: CPQ Analytics, Dashboards & KPIs - Building custom reports on quote conversion rates
- Creating real-time dashboards for sales leadership
- Tracking average quote creation time by user
- Measuring discounting trends by region and rep
- Analysing configuration error frequency and root causes
- Monitoring CPQ adoption across sales teams
- Generating quote accuracy vs actual delivery reports
- Visualising revenue leakage from unenforced rules
- Creating CPQ health scorecards with composite metrics
- Exporting CPQ data for external financial systems
- Setting up automated report distribution schedules
- Using Einstein Discovery to predict quote outcomes
- Linking CPQ KPIs to organisational OKRs
- Building drill-down dashboards for product performance
- Establishing benchmarks for CPQ optimisation ROI
Module 10: Enterprise CPQ Security & Governance - Configuring CPQ access at profile and permission set levels
- Enforcing field-level security for sensitive pricing data
- Setting up audit trails for quote and price changes
- Implementing role-based visibility for quotes and products
- Securing API access with OAuth and named credentials
- Validating CPQ compliance with GDPR and CCPA
- Conducting CPQ security reviews and penetration testing
- Managing multi-org CPQ deployments securely
- Using Shield Platform Encryption for quote data
- Setting up login IP restrictions for CPQ users
- Auditing login activity and detecting anomalies
- Creating segregation of duties for quote creation and approval
- Enforcing MFA for all CPQ administrators
- Documenting security policies for internal audit
- Training teams on secure CPQ use practices
Module 11: CPQ Customisation & Extensibility - Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Understanding the true role of CPQ in modern revenue operations
- Core components of Salesforce CPQ: Quote, Product, Pricebook, and Configuration
- Differentiating CPQ Standard from CPQ Advanced use cases
- CPQ data model deep dive: objects, relationships, and key fields
- Licensing and permission requirements for enterprise deployment
- Common CPQ pitfalls and how to avoid them from day one
- The 5 stages of CPQ maturity and where your organisation stands
- Aligning CPQ strategy with broader CRM and revenue goals
- Establishing governance for long-term CPQ success
- Defining success metrics: quote accuracy, deal velocity, adoption rate
Module 2: Advanced Product Configuration & Rule Architecture - Complex configuration rules using Advanced Conditions
- Building dynamic product bundles with multi-level dependencies
- Designing product selection wizards for non-technical users
- Handling add-on products with conditional availability
- Implementing exclusion rules to prevent invalid combinations
- Using Product Rules for real-time UI interactions
- Configuring Auto-Select rules for guided selling
- Setting up Product Option constraints with minimum/maximum quantities
- Managing product surcharges and discounts at the configuration level
- Creating multi-currency product rules with exchange rate logic
- Embedding configuration logic into Salesforce Flows
- Auditing configuration rule performance and error logs
- Versioning and testing product rules in sandbox environments
- Decoupling configuration logic from pricing logic for scalability
- Benchmarking configuration speed across large catalogs
Module 3: Dynamic Pricing & Discount Governance - Building tiered pricing models with volume-based breakpoints
- Implementing customer-specific price lists and hierarchies
- Automating discount approvals using conditional thresholds
- Setting up margin protection rules to preserve profitability
- Dynamic list-to-net pricing calculations with real-time visibility
- Creating reusable price action templates for rapid deployment
- Integrating external pricing engines with Salesforce CPQ
- Handling promotional pricing with start and end date controls
- Managing regional pricing variations with geolocation logic
- Designing price override workflows with audit trails
- Building price waterfall dashboards for sales leadership
- Preventing unauthorised discounting with dynamic validation
- Enforcing price floors based on product mix and customer tier
- Automating approval escalations for high-discount quotes
- Tracking discounting trends and identifying abuse patterns
Module 4: Quote Lifecycle Automation & Approval Workflows - Configuring multi-stage quote approval processes
- Dynamic approver assignment based on deal size, region, or product
- Automated quote submission triggers using Salesforce Flows
- Integrating approval workflows with Chatter for visibility
- Setting up parallel and sequential approval paths
- Adding conditional gateway checks before approval entry
- Automating rejection handling and resubmission logic
- Generating audit reports for compliance and SOX requirements
- Linking quote status changes to external systems via APIs
- Triggering contract generation upon approval completion
- Building quote ageing alerts and overdue reminder logic
- Handling partial approvals for multi-section quotes
- Using Approval Rules to standardise decision criteria
- Simulating approval paths before deployment
- Measuring approval cycle time and optimising bottlenecks
Module 5: Advanced CPQ Automation with Custom Scripts & Actions - Writing custom price actions using Price Rule scripts
- Creating pre-population scripts for quote line defaults
- Using Calculation Procedures and Interface Apex Classes
- Debugging script errors with real CPQ log analysis
- Handling null values and edge cases in script logic
- Building re-usable script libraries for enterprise use
- Integrating scripts with external data sources via callouts
- Configuring synchronous vs asynchronous script execution
- Securing script output with sharing rules and FLS
- Versioning and testing scripts across sandboxes
- Automating tax calculations with custom logic
- Generating recurring revenue adjustments with scripts
- Optimising script performance for large quotes
- Replacing triggers with CPQ-native scripting where possible
- Documenting script logic for future maintenance
Module 6: CPQ Integration with Salesforce Sales Cloud & Service Cloud - Syncing quote data with Opportunities in real time
- Automating opportunity split generation from quotes
- Creating service contracts and entitlements from approved quotes
- Linking CPQ to Case management for post-sales support
- Embedding quote history into customer service consoles
- Using CPQ data in Sales Path recommendations
- Triggering cadence emails from quote status changes
- Integrating with Salesforce Inbox for quote follow-ups
- Synchronising product usage data from Service Cloud to CPQ
- Building unified customer views with CPQ and Service data
- Automating quote renewal workflows from contract expirations
- Using Einstein Activity Capture to log quote interactions
- Mapping CPQ stages to Sales Cloud pipeline reports
- Ensuring data consistency across CPQ and Lead objects
- Creating custom Lightning components for CPQ-Sales alignment
Module 7: Large-Scale Product Catalog Management - Structuring product hierarchies for 10,000+ SKUs
- Automating product imports using Data Loader templates
- Setting up validation rules for catalog data integrity
- Managing product visibility by user profile and role
- Handling multi-language product descriptions and labels
- Creating dynamic product search filters for sales reps
- Versioning product catalogs with effective dating
- Archiving obsolete products without breaking history
- Linking products to knowledge articles for guidance
- Automating product deprecation notices and replacements
- Using product attributes for intelligent filtering
- Integrating ERP product masters with CPQ catalogs
- Building audit trails for product changes and updates
- Generating catalog compliance reports for finance teams
- Optimising catalog load speed for mobile users
Module 8: CPQ & Subscription Management at Scale - Configuring recurring pricing with proration logic
- Handling mid-period upgrades and downgrades
- Automating subscription renewals with renewal quotes
- Managing multi-year contracts with milestone billing
- Simulating renewal scenarios with sandbox testing
- Forecasting recurring revenue using CPQ data
- Integrating with Revenue Recognition engines
- Tracking usage-based add-ons within subscriptions
- Building customer-specific billing cycles and terms
- Automating contract amendments with change orders
- Handling true-ups and reconciliation billing
- Setting up grace periods and cancellation workflows
- Generating renewal health scorecards for account managers
- Linking subscriptions to Customer Success platforms
- Reporting on churn risk using quote and renewal data
Module 9: CPQ Analytics, Dashboards & KPIs - Building custom reports on quote conversion rates
- Creating real-time dashboards for sales leadership
- Tracking average quote creation time by user
- Measuring discounting trends by region and rep
- Analysing configuration error frequency and root causes
- Monitoring CPQ adoption across sales teams
- Generating quote accuracy vs actual delivery reports
- Visualising revenue leakage from unenforced rules
- Creating CPQ health scorecards with composite metrics
- Exporting CPQ data for external financial systems
- Setting up automated report distribution schedules
- Using Einstein Discovery to predict quote outcomes
- Linking CPQ KPIs to organisational OKRs
- Building drill-down dashboards for product performance
- Establishing benchmarks for CPQ optimisation ROI
Module 10: Enterprise CPQ Security & Governance - Configuring CPQ access at profile and permission set levels
- Enforcing field-level security for sensitive pricing data
- Setting up audit trails for quote and price changes
- Implementing role-based visibility for quotes and products
- Securing API access with OAuth and named credentials
- Validating CPQ compliance with GDPR and CCPA
- Conducting CPQ security reviews and penetration testing
- Managing multi-org CPQ deployments securely
- Using Shield Platform Encryption for quote data
- Setting up login IP restrictions for CPQ users
- Auditing login activity and detecting anomalies
- Creating segregation of duties for quote creation and approval
- Enforcing MFA for all CPQ administrators
- Documenting security policies for internal audit
- Training teams on secure CPQ use practices
Module 11: CPQ Customisation & Extensibility - Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Building tiered pricing models with volume-based breakpoints
- Implementing customer-specific price lists and hierarchies
- Automating discount approvals using conditional thresholds
- Setting up margin protection rules to preserve profitability
- Dynamic list-to-net pricing calculations with real-time visibility
- Creating reusable price action templates for rapid deployment
- Integrating external pricing engines with Salesforce CPQ
- Handling promotional pricing with start and end date controls
- Managing regional pricing variations with geolocation logic
- Designing price override workflows with audit trails
- Building price waterfall dashboards for sales leadership
- Preventing unauthorised discounting with dynamic validation
- Enforcing price floors based on product mix and customer tier
- Automating approval escalations for high-discount quotes
- Tracking discounting trends and identifying abuse patterns
Module 4: Quote Lifecycle Automation & Approval Workflows - Configuring multi-stage quote approval processes
- Dynamic approver assignment based on deal size, region, or product
- Automated quote submission triggers using Salesforce Flows
- Integrating approval workflows with Chatter for visibility
- Setting up parallel and sequential approval paths
- Adding conditional gateway checks before approval entry
- Automating rejection handling and resubmission logic
- Generating audit reports for compliance and SOX requirements
- Linking quote status changes to external systems via APIs
- Triggering contract generation upon approval completion
- Building quote ageing alerts and overdue reminder logic
- Handling partial approvals for multi-section quotes
- Using Approval Rules to standardise decision criteria
- Simulating approval paths before deployment
- Measuring approval cycle time and optimising bottlenecks
Module 5: Advanced CPQ Automation with Custom Scripts & Actions - Writing custom price actions using Price Rule scripts
- Creating pre-population scripts for quote line defaults
- Using Calculation Procedures and Interface Apex Classes
- Debugging script errors with real CPQ log analysis
- Handling null values and edge cases in script logic
- Building re-usable script libraries for enterprise use
- Integrating scripts with external data sources via callouts
- Configuring synchronous vs asynchronous script execution
- Securing script output with sharing rules and FLS
- Versioning and testing scripts across sandboxes
- Automating tax calculations with custom logic
- Generating recurring revenue adjustments with scripts
- Optimising script performance for large quotes
- Replacing triggers with CPQ-native scripting where possible
- Documenting script logic for future maintenance
Module 6: CPQ Integration with Salesforce Sales Cloud & Service Cloud - Syncing quote data with Opportunities in real time
- Automating opportunity split generation from quotes
- Creating service contracts and entitlements from approved quotes
- Linking CPQ to Case management for post-sales support
- Embedding quote history into customer service consoles
- Using CPQ data in Sales Path recommendations
- Triggering cadence emails from quote status changes
- Integrating with Salesforce Inbox for quote follow-ups
- Synchronising product usage data from Service Cloud to CPQ
- Building unified customer views with CPQ and Service data
- Automating quote renewal workflows from contract expirations
- Using Einstein Activity Capture to log quote interactions
- Mapping CPQ stages to Sales Cloud pipeline reports
- Ensuring data consistency across CPQ and Lead objects
- Creating custom Lightning components for CPQ-Sales alignment
Module 7: Large-Scale Product Catalog Management - Structuring product hierarchies for 10,000+ SKUs
- Automating product imports using Data Loader templates
- Setting up validation rules for catalog data integrity
- Managing product visibility by user profile and role
- Handling multi-language product descriptions and labels
- Creating dynamic product search filters for sales reps
- Versioning product catalogs with effective dating
- Archiving obsolete products without breaking history
- Linking products to knowledge articles for guidance
- Automating product deprecation notices and replacements
- Using product attributes for intelligent filtering
- Integrating ERP product masters with CPQ catalogs
- Building audit trails for product changes and updates
- Generating catalog compliance reports for finance teams
- Optimising catalog load speed for mobile users
Module 8: CPQ & Subscription Management at Scale - Configuring recurring pricing with proration logic
- Handling mid-period upgrades and downgrades
- Automating subscription renewals with renewal quotes
- Managing multi-year contracts with milestone billing
- Simulating renewal scenarios with sandbox testing
- Forecasting recurring revenue using CPQ data
- Integrating with Revenue Recognition engines
- Tracking usage-based add-ons within subscriptions
- Building customer-specific billing cycles and terms
- Automating contract amendments with change orders
- Handling true-ups and reconciliation billing
- Setting up grace periods and cancellation workflows
- Generating renewal health scorecards for account managers
- Linking subscriptions to Customer Success platforms
- Reporting on churn risk using quote and renewal data
Module 9: CPQ Analytics, Dashboards & KPIs - Building custom reports on quote conversion rates
- Creating real-time dashboards for sales leadership
- Tracking average quote creation time by user
- Measuring discounting trends by region and rep
- Analysing configuration error frequency and root causes
- Monitoring CPQ adoption across sales teams
- Generating quote accuracy vs actual delivery reports
- Visualising revenue leakage from unenforced rules
- Creating CPQ health scorecards with composite metrics
- Exporting CPQ data for external financial systems
- Setting up automated report distribution schedules
- Using Einstein Discovery to predict quote outcomes
- Linking CPQ KPIs to organisational OKRs
- Building drill-down dashboards for product performance
- Establishing benchmarks for CPQ optimisation ROI
Module 10: Enterprise CPQ Security & Governance - Configuring CPQ access at profile and permission set levels
- Enforcing field-level security for sensitive pricing data
- Setting up audit trails for quote and price changes
- Implementing role-based visibility for quotes and products
- Securing API access with OAuth and named credentials
- Validating CPQ compliance with GDPR and CCPA
- Conducting CPQ security reviews and penetration testing
- Managing multi-org CPQ deployments securely
- Using Shield Platform Encryption for quote data
- Setting up login IP restrictions for CPQ users
- Auditing login activity and detecting anomalies
- Creating segregation of duties for quote creation and approval
- Enforcing MFA for all CPQ administrators
- Documenting security policies for internal audit
- Training teams on secure CPQ use practices
Module 11: CPQ Customisation & Extensibility - Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Writing custom price actions using Price Rule scripts
- Creating pre-population scripts for quote line defaults
- Using Calculation Procedures and Interface Apex Classes
- Debugging script errors with real CPQ log analysis
- Handling null values and edge cases in script logic
- Building re-usable script libraries for enterprise use
- Integrating scripts with external data sources via callouts
- Configuring synchronous vs asynchronous script execution
- Securing script output with sharing rules and FLS
- Versioning and testing scripts across sandboxes
- Automating tax calculations with custom logic
- Generating recurring revenue adjustments with scripts
- Optimising script performance for large quotes
- Replacing triggers with CPQ-native scripting where possible
- Documenting script logic for future maintenance
Module 6: CPQ Integration with Salesforce Sales Cloud & Service Cloud - Syncing quote data with Opportunities in real time
- Automating opportunity split generation from quotes
- Creating service contracts and entitlements from approved quotes
- Linking CPQ to Case management for post-sales support
- Embedding quote history into customer service consoles
- Using CPQ data in Sales Path recommendations
- Triggering cadence emails from quote status changes
- Integrating with Salesforce Inbox for quote follow-ups
- Synchronising product usage data from Service Cloud to CPQ
- Building unified customer views with CPQ and Service data
- Automating quote renewal workflows from contract expirations
- Using Einstein Activity Capture to log quote interactions
- Mapping CPQ stages to Sales Cloud pipeline reports
- Ensuring data consistency across CPQ and Lead objects
- Creating custom Lightning components for CPQ-Sales alignment
Module 7: Large-Scale Product Catalog Management - Structuring product hierarchies for 10,000+ SKUs
- Automating product imports using Data Loader templates
- Setting up validation rules for catalog data integrity
- Managing product visibility by user profile and role
- Handling multi-language product descriptions and labels
- Creating dynamic product search filters for sales reps
- Versioning product catalogs with effective dating
- Archiving obsolete products without breaking history
- Linking products to knowledge articles for guidance
- Automating product deprecation notices and replacements
- Using product attributes for intelligent filtering
- Integrating ERP product masters with CPQ catalogs
- Building audit trails for product changes and updates
- Generating catalog compliance reports for finance teams
- Optimising catalog load speed for mobile users
Module 8: CPQ & Subscription Management at Scale - Configuring recurring pricing with proration logic
- Handling mid-period upgrades and downgrades
- Automating subscription renewals with renewal quotes
- Managing multi-year contracts with milestone billing
- Simulating renewal scenarios with sandbox testing
- Forecasting recurring revenue using CPQ data
- Integrating with Revenue Recognition engines
- Tracking usage-based add-ons within subscriptions
- Building customer-specific billing cycles and terms
- Automating contract amendments with change orders
- Handling true-ups and reconciliation billing
- Setting up grace periods and cancellation workflows
- Generating renewal health scorecards for account managers
- Linking subscriptions to Customer Success platforms
- Reporting on churn risk using quote and renewal data
Module 9: CPQ Analytics, Dashboards & KPIs - Building custom reports on quote conversion rates
- Creating real-time dashboards for sales leadership
- Tracking average quote creation time by user
- Measuring discounting trends by region and rep
- Analysing configuration error frequency and root causes
- Monitoring CPQ adoption across sales teams
- Generating quote accuracy vs actual delivery reports
- Visualising revenue leakage from unenforced rules
- Creating CPQ health scorecards with composite metrics
- Exporting CPQ data for external financial systems
- Setting up automated report distribution schedules
- Using Einstein Discovery to predict quote outcomes
- Linking CPQ KPIs to organisational OKRs
- Building drill-down dashboards for product performance
- Establishing benchmarks for CPQ optimisation ROI
Module 10: Enterprise CPQ Security & Governance - Configuring CPQ access at profile and permission set levels
- Enforcing field-level security for sensitive pricing data
- Setting up audit trails for quote and price changes
- Implementing role-based visibility for quotes and products
- Securing API access with OAuth and named credentials
- Validating CPQ compliance with GDPR and CCPA
- Conducting CPQ security reviews and penetration testing
- Managing multi-org CPQ deployments securely
- Using Shield Platform Encryption for quote data
- Setting up login IP restrictions for CPQ users
- Auditing login activity and detecting anomalies
- Creating segregation of duties for quote creation and approval
- Enforcing MFA for all CPQ administrators
- Documenting security policies for internal audit
- Training teams on secure CPQ use practices
Module 11: CPQ Customisation & Extensibility - Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Structuring product hierarchies for 10,000+ SKUs
- Automating product imports using Data Loader templates
- Setting up validation rules for catalog data integrity
- Managing product visibility by user profile and role
- Handling multi-language product descriptions and labels
- Creating dynamic product search filters for sales reps
- Versioning product catalogs with effective dating
- Archiving obsolete products without breaking history
- Linking products to knowledge articles for guidance
- Automating product deprecation notices and replacements
- Using product attributes for intelligent filtering
- Integrating ERP product masters with CPQ catalogs
- Building audit trails for product changes and updates
- Generating catalog compliance reports for finance teams
- Optimising catalog load speed for mobile users
Module 8: CPQ & Subscription Management at Scale - Configuring recurring pricing with proration logic
- Handling mid-period upgrades and downgrades
- Automating subscription renewals with renewal quotes
- Managing multi-year contracts with milestone billing
- Simulating renewal scenarios with sandbox testing
- Forecasting recurring revenue using CPQ data
- Integrating with Revenue Recognition engines
- Tracking usage-based add-ons within subscriptions
- Building customer-specific billing cycles and terms
- Automating contract amendments with change orders
- Handling true-ups and reconciliation billing
- Setting up grace periods and cancellation workflows
- Generating renewal health scorecards for account managers
- Linking subscriptions to Customer Success platforms
- Reporting on churn risk using quote and renewal data
Module 9: CPQ Analytics, Dashboards & KPIs - Building custom reports on quote conversion rates
- Creating real-time dashboards for sales leadership
- Tracking average quote creation time by user
- Measuring discounting trends by region and rep
- Analysing configuration error frequency and root causes
- Monitoring CPQ adoption across sales teams
- Generating quote accuracy vs actual delivery reports
- Visualising revenue leakage from unenforced rules
- Creating CPQ health scorecards with composite metrics
- Exporting CPQ data for external financial systems
- Setting up automated report distribution schedules
- Using Einstein Discovery to predict quote outcomes
- Linking CPQ KPIs to organisational OKRs
- Building drill-down dashboards for product performance
- Establishing benchmarks for CPQ optimisation ROI
Module 10: Enterprise CPQ Security & Governance - Configuring CPQ access at profile and permission set levels
- Enforcing field-level security for sensitive pricing data
- Setting up audit trails for quote and price changes
- Implementing role-based visibility for quotes and products
- Securing API access with OAuth and named credentials
- Validating CPQ compliance with GDPR and CCPA
- Conducting CPQ security reviews and penetration testing
- Managing multi-org CPQ deployments securely
- Using Shield Platform Encryption for quote data
- Setting up login IP restrictions for CPQ users
- Auditing login activity and detecting anomalies
- Creating segregation of duties for quote creation and approval
- Enforcing MFA for all CPQ administrators
- Documenting security policies for internal audit
- Training teams on secure CPQ use practices
Module 11: CPQ Customisation & Extensibility - Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Building custom reports on quote conversion rates
- Creating real-time dashboards for sales leadership
- Tracking average quote creation time by user
- Measuring discounting trends by region and rep
- Analysing configuration error frequency and root causes
- Monitoring CPQ adoption across sales teams
- Generating quote accuracy vs actual delivery reports
- Visualising revenue leakage from unenforced rules
- Creating CPQ health scorecards with composite metrics
- Exporting CPQ data for external financial systems
- Setting up automated report distribution schedules
- Using Einstein Discovery to predict quote outcomes
- Linking CPQ KPIs to organisational OKRs
- Building drill-down dashboards for product performance
- Establishing benchmarks for CPQ optimisation ROI
Module 10: Enterprise CPQ Security & Governance - Configuring CPQ access at profile and permission set levels
- Enforcing field-level security for sensitive pricing data
- Setting up audit trails for quote and price changes
- Implementing role-based visibility for quotes and products
- Securing API access with OAuth and named credentials
- Validating CPQ compliance with GDPR and CCPA
- Conducting CPQ security reviews and penetration testing
- Managing multi-org CPQ deployments securely
- Using Shield Platform Encryption for quote data
- Setting up login IP restrictions for CPQ users
- Auditing login activity and detecting anomalies
- Creating segregation of duties for quote creation and approval
- Enforcing MFA for all CPQ administrators
- Documenting security policies for internal audit
- Training teams on secure CPQ use practices
Module 11: CPQ Customisation & Extensibility - Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Building custom Lightning components for CPQ interfaces
- Overriding standard buttons with custom actions
- Extending CPQ with Visualforce pages where needed
- Using LWCs to enhance quote line editor functionality
- Embedding CPQ into community portals for partner use
- Creating branded quote templates with dynamic content
- Adding custom fields to support niche business rules
- Integrating third-party tools via CPQ hooks
- Developing pre-process plugins for validation
- Using post-process plugins for external system syncs
- Building custom schedulable jobs for CPQ maintenance
- Overriding standard pricing engine with custom logic
- Creating reusable metadata components for deployment
- Managing customisation debt with documentation
- Testing custom code with unit and integration tests
Module 12: CPQ Integration with External Systems - Connecting CPQ to ERP systems like SAP and Oracle
- Integrating with billing platforms like Zuora and Chargebee
- Synchronising customer data with CDPs and data lakes
- Using MuleSoft for enterprise-grade CPQ integrations
- Building real-time inventory checks from external sources
- Pushing quote data to financial planning tools
- Pulling customer credit limits into quote validation
- Sending approved quotes to e-signature platforms
- Automating PO generation from accepted quotes
- Handling asynchronous callout error recovery
- Monitoring integration health with status dashboards
- Using batch processing for high-volume data syncs
- Mapping data fields across CPQ and external schemas
- Designing retry and fallback mechanisms for outages
- Logging integration payloads for troubleshooting
Module 13: CPQ Testing, Deployment & Change Management - Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Creating comprehensive test plans for CPQ releases
- Automating regression testing with Apex test suites
- Using Salesforce DX for CPQ source control
- Deploying CPQ changes with change sets and packages
- Managing metadata across development, test, and production
- Documenting configuration logic for future admins
- Running user acceptance testing with real sales reps
- Training super users to drive adoption
- Communicating CPQ changes company-wide
- Measuring post-deployment issue rates
- Building rollback plans for failed deployments
- Using sandbox seeding for realistic testing
- Performance testing large quote scenarios
- Validating data migration accuracy
- Establishing a CPQ Centre of Excellence
Module 14: Future-Proofing & Scaling CPQ for Growth - Designing modular CPQ logic for easy updates
- Planning for multi-currency and multi-entity rollouts
- Scaling CPQ for acquisition-driven growth
- Building CPQ playbooks for new business units
- Automating CPQ health checks with scheduled jobs
- Creating CPQ innovation roadmaps aligned to product strategy
- Integrating CPQ with AI-driven sales assistants
- Leveraging Salesforce Gen AI for quote summarisation
- Preparing for CPQ Cloud evolution and new features
- Establishing feedback loops with sales and finance
- Measuring CPQ ROI annually with formal reviews
- Conducting CPQ maturity assessments every 6 months
- Building a pipeline of CPQ enhancements and priorities
- Onboarding new CPQ practitioners with structured training
- Ensuring long-term sustainability with governance
Module 15: Certification, Career Advancement & Next Steps - Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications
- Preparing for the final assessment and certification exam
- Reviewing key concepts and decision frameworks
- Accessing sample certification questions and answers
- Submitting your certificate for verification
- Receiving your Certificate of Completion from The Art of Service
- Sharing your achievement on professional networks
- Updating your resume with advanced CPQ credentials
- Joining a private community of certified graduates
- Accessing exclusive CPQ job board opportunities
- Receiving invitations to advanced mastermind sessions
- Building a portfolio of CPQ design patterns
- Positioning yourself for CPQ architect or lead roles
- Consulting as an independent CPQ specialist
- Negotiating higher compensation with verified expertise
- Continuing your journey with advanced Salesforce certifications