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Salesforce CPQ Mastery; A Comprehensive Guide to Implementation and Administration

$201.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the Salesforce CPQ Mastery course cover?

Salesforce CPQ Mastery is covered here in 10 modules: Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Benefits of using Salesforce CPQ, Setting up Salesforce CPQ: Creating price books, Configuring CPQ settings, Product Configuration: Using product bundles, Configuring product rules and 7 more.

How do you approach Salesforce CPQ Mastery step by step?

The work is sequenced in 10 stages. It starts with Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Benefits of using Salesforce CPQ, moves through Setting up Salesforce CPQ: Creating price books, Configuring CPQ settings and Product Configuration: Using product bundles, Configuring product rules, and ends at Final Project: Designing and implementing a CPQ solution.

What is in Module 1 of the Salesforce CPQ Mastery course?

Module 1 is Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Benefits of using Salesforce CPQ. It works through Overview of Salesforce CPQ, Benefits of using Salesforce CPQ, key features and functionalities and 1 more. It sets the vocabulary the remaining 9 modules build on.

What is CPQ rules training?

The Salesforce CPQ Mastery outline covers this across configuring product rules and configuring price rules. They sit inside a 10 module sequence, so the material arrives with the surrounding method rather than as a standalone tip.

How is the Salesforce CPQ Mastery course delivered?

The Salesforce CPQ Mastery course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Salesforce CPQ Mastery course cost?

The Salesforce CPQ Mastery course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Salesforce CPQ Toolkit, Salesforce CPQ, Salesforce CPQ Implementation and Administration, Salesforce CPQ Implementation and Administration Mastery.

More answers: what you get with every course, refund policy, all help answers.

Salesforce CPQ Mastery: A Comprehensive Guide to Implementation and Administration

Welcome to the Salesforce CPQ Mastery course, a comprehensive guide to implementation and administration. This course is designed to provide participants with the knowledge and skills necessary to effectively implement and administer Salesforce CPQ. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Overview

This course is designed to be interactive, engaging, comprehensive, personalized, up-to-date, practical, and relevant to real-world applications. Participants will have access to high-quality content, expert instructors, and a community-driven learning environment.



Course Outline

Module 1. Introduction to Salesforce CPQ: Overview of Salesforce CPQ, Benefits of using Salesforce CPQ

  • Overview of Salesforce CPQ
  • Benefits of using Salesforce CPQ
  • Key features and functionalities
  • Understanding the CPQ architecture

Module 2. Setting up Salesforce CPQ: Creating price books, Configuring CPQ settings

  • Configuring CPQ settings
  • Setting up product catalog
  • Creating price books
  • Configuring quote templates

Module 3. Product Configuration: Using product bundles, Configuring product rules

  • Understanding product models
  • Creating product options and features
  • Configuring product rules
  • Using product bundles

Module 4. Pricing and Discounting: Configuring price rules, Creating discount schedules

  • Understanding pricing models
  • Configuring price rules
  • Creating discount schedules
  • Using pricing and discounting strategies

Module 5. Quote and Proposal Management: Using quote line editor, Configuring quote templates

  • Creating and managing quotes
  • Configuring quote templates
  • Using quote line editor
  • Generating proposals

Module 6. Order Management: Using best practices, Creating and managing orders

  • Understanding order management
  • Configuring order management settings
  • Creating and managing orders
  • Using order management best practices

Module 7. Integration and Data Management: Understanding integration options

  • Understanding integration options
  • Configuring integrations with other systems
  • Using data import and export tools
  • Managing data quality and integrity

Module 8. Advanced CPQ Topics: Using CPQ APIs and integrations, Troubleshooting common CPQ issues

  • Using advanced pricing and discounting features
  • Configuring advanced product configuration options
  • Using CPQ APIs and integrations
  • Troubleshooting common CPQ issues

Module 9. Best Practices and Optimization: Optimizing CPQ performance, Understanding CPQ best practices

  • Understanding CPQ best practices
  • Optimizing CPQ performance
  • Using analytics and reporting to improve CPQ
  • Continuously improving CPQ processes

Module 10. Final Project: Designing and implementing a CPQ solution

  • Applying CPQ knowledge and skills to a real-world scenario
  • Designing and implementing a CPQ solution
  • Presenting the final project
  • Receiving feedback and guidance from instructors


Course Features

This course is designed to be:

  • Interactive: Engage with instructors and peers through discussion forums and live sessions
  • Comprehensive: Covering all aspects of Salesforce CPQ implementation and administration
  • Personalized: Tailored to meet the needs of individual participants
  • Up-to-date: Incorporating the latest features and best practices
  • Practical: Focusing on real-world applications and hands-on projects
  • High-quality content: Developed by expert instructors with extensive experience in Salesforce CPQ
  • Expert instructors: Providing guidance and support throughout the course
  • Certification: Participants receive a certificate upon completion issued by The Art of Service
  • Flexible learning: Access course materials and learn at your own pace
  • User-friendly: Easy to navigate and use course materials
  • Mobile-accessible: Access course materials on-the-go
  • Community-driven: Connect with peers and instructors through discussion forums
  • Actionable insights: Providing practical knowledge and skills to improve CPQ implementation and administration
  • Hands-on projects: Applying CPQ knowledge and skills to real-world scenarios
  • Bite-sized lessons: Breaking down complex topics into manageable chunks
  • Lifetime access: Access course materials for a lifetime
  • Gamification: Using game-like elements to enhance the learning experience
  • Progress tracking: Monitoring progress and staying on track


What to Expect

Upon completion of this course, participants will:

  • Have a comprehensive understanding of Salesforce CPQ implementation and administration
  • Be able to design and implement a CPQ solution
  • Have hands-on experience with CPQ configuration and management
  • Be able to troubleshoot common CPQ issues
  • Have access to a community of peers and experts for ongoing support
  • Receive a certificate upon completion issued by The Art of Service
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