Hands-on foundational training providing you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. We recommend new administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation.
- Set up products, bundles, and product and pricing rules.
- Advise and implement out-of-box configuration of discounting, pricing methods, and output document generation.
- Navigate the essential events and objects fundamental to the contract creation, renewal, and amendment process.
- Initiate a solid and direct learning path toward passing the Salesforce Certified CPQ Specialist exam.
Who Can Benefit
This course is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce CPQ application. Also for sales ops, IT managers, power users, and other users who would benefit from a deeper knowledge and understanding of the capabilities of Salesforce CPQ.
None. Familiarity with the Salesforce Classic interface and experience with creating custom fields and picklist values is helpful, but not necessary