Salesforce CPQ Training
Duration
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6 Weeks program
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4 weeks of classroom training
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2 weeks capstone project
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24x7 Guru Support
Format
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Expert-led Live Sessions
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Build Sprints covering 15 + most relevant scenarios
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Recorded sessions made available after every session
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Exclusive private community for 1-1 mentoring
Add-On
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AI enable LMS platform
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40+ micro-learning modules
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Multiple Mock-exams
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Doubt clearing sessions
Salesforce CPQ Program Overview
Fast-track your Salesforce career in 6 weeks with one of the most in-demand specializations. Salesforce CPQ certification can open up new job opportunities and advance your Salesforce career.
This Salesforce CPQ Boot-camp has been designed by the most eminent Salesforce CPQ experts in the ecosystem. Our gurus will help you every step of the way to ensure you understand the concepts practically. Along with the training, you will also work on a capstone project to apply your learnings and gain hands-on expertise.
CPQ Specialist Program Curriculum
Lead-to-Cash Process- Architecture Background
- Installation Best Practice
- Upgrade/Patch Installation Best Practice
- Package Configuration
- Post Installation-> Page Layout and Button Configurations
- Lead Creation & Conversion
- Account Creation
- Contact Creation
- Opportunity Creation
- Standalone products
- Product Bundle Settings
- Features for a Bundle
- Product Options for a Bundle
- Option Constraints for a Bundle
- Configuration Attributes for a Bundle
- Nested Bundles
- Dynamic Bundle
- Asset Conversion Method
- Option Selection Layout
- Code Configuration Pattern
- Optional Products
- Syncing Behavior with Opportunity
- Selection Product Rules and Using Lookup Queries
- Validation Product Rule
- Alert Product Rule
- Filter Product Rule
- Custom Actions
- Guided Selling
- Original Price
- List Price
- Option Price
- Special Price
- Regular Price
- Customer Price
- Partner Price
- Distributor Price
- Discount Schedule
- 1. Slab Discount
- 2. Range Discount
- 3. Different places to apply discount schedule
- 4. Override Discount Schedule
- Option Discoun
- Additional Quote Line Discounts
- 1. Percent
- 2. Amount
- 3. Unit Override
- 4. Total Override
- Additional Quote Discounts
- Group Level Discount
- Tier based Discount
- Discount by Package
- Partner Discount
- Distributor Discount
- Contractual Discount
- List
- Cost
- Percent of Total
- Block
- Usage Based Pricing
- Multi-Dimensional Quote
- Contact Pricing
- Pricing Rule Creation
- Look Up Object and how it is used using Pricing Rule
- Quote Template Basics
- Advance Quote Templates
- Translation
- Additional Document
- Template Content
- Sections
- Translation
- Contracts
- Contract Amendments
- Order Management
- Quoting Flow
- Contract Based Renewal
- Assets Based Renewal
- Renewal Pricing Method
- Merge Contract During Renewal
- Auto Renewal
- Add-On
- Cancellation
- Partial Cancellation
- Asset Amendment
- Subscription Based Offer
- Localization & Multi Currency
- Package Installation & Setup
- Approval Rule
- Smart Approval
- Approval Conditions
- Approver
- CPQ Data Schema
- API Class
- Different Migration Scenarios
- CPQ Customization Best Practices
Worlds leading
Salesforce CPQ Online Training Bootcamp
100K+
Learners15M+
Learning Minutes56+
Countries150+
Gurus25+
BootcampsMeet our gurus
Izzy Navarrete
Salesforce Consultant,
Saasguru
Problem solver with a knack for getting to the bottom of any situation. I have over 13 years of experience in customer service, sales, and hospitality services. Although successful in my hospitality career, I have realized the aspects of my work I find most rewarding are all in tech-related functions and found an interest in Salesforce. I achieved being certified as a Salesforce Consultant and have since become 4X Salesforce Certified.
Charles Mcgregor
Principal Salesforce Functional Consultant,
Merkle
Seasoned Salesforce Architect with experience in various roles, including End User, Product, and Consulting. I specialize in advanced multi-cloud solutions and have a track record of developing accredited Quality Management Systems in accordance with ISO 9001:2008 standards. Let's connect if you share my passion for innovation and technology.
Steven Trumble
Salesforce Consultant,
Blue Engine Solutions
Certified Salesforce Consultant with expertise in streamlining processes, integrating systems, and implementing Salesforce solutions. With nine certifications and a strong track record of optimizing workflows. One of my standout achievements includes successfully migrating more than 500 workflows and process builders to flows, resulting in significant efficiency gains for my clients.
Sona Dhar
Salesforce Functional Consultant,
Algoworks
I specialize in delivering innovative solutions to achieve business goals. My expertise includes designing custom solutions, optimizing workflows, and providing comprehensive training. I excel in Salesforce Sales Cloud, Service Cloud, and Field Service Lightning, enhancing sales processes and customer engagement. I'm also skilled in Salesforce CPQ for streamlining quoting and contracting. My competencies include business analysis, Salesforce administration, and project management. If you seek exceptional results, contact me to drive success with Salesforce.
Brandon Van Galder
Salesforce Technical Consultant,
Salesforce
A 10x Salesforce Certified Administrator with a passion for continuous learning. Excels in leveraging Salesforce for win rates, pipeline reporting, automation, and app creation. Active in Salesforce communities, holding Superbadges, and 500+ Trailhead badges.
Shikha Mahajan
Director, Salesforce Practice,
Viseo
With 21 years of professional experience, including over 11 years focused on enterprise transformations, operations, and strategic planning, this technology and operations leader possesses a wealth of expertise. They excel in managing business units, driving growth, and ensuring client success by delivering innovative technology solutions and efficient process management. Their track record includes successfully managing complex enterprise projects, both financially and non-financially, and they have a strong history of building and retaining talented teams globally.
Mohammed Nadeem Shaikh
Senior Program Architect,
Salesforce
An innovative tech leader driving impactful solutions in domains like Financial Services, Energy, HR, Healthcare, and Social Impact. Empowers customer success through efficient and cutting-edge technology implementations, addressing critical business challenges with expertise and vision.
Siddhesh Phadke
Technical Architect,
Salesforce
Experienced IT professional with 18+ years in project management and development across diverse domains. Proven track record in delivering challenging projects on time and within budget, leveraging various technologies and global delivery models. Transitioned from developer to 17X Salesforce certified architect, passionate about learning and ensuring customer success.
Vishal Gupta
Salesforce Solution Architect,
TCS
Seasoned Salesforce professional with over 11 years of experience in various roles, including Architect, Consultant, Tech Lead, and Developer. He has a strong track record of working with clients in AMER and EMEA regions, excelling in direct client interaction, requirements gathering, and translating them into technical designs.
Himanshu Matharu
Senior Technical Consultant,
Datacom
I am a Senior Salesforce Technical Consultant experienced in creating efficient technological solutions and emphasizing teamwork in project roles. I am an adept Salesforce developer with a passion for tackling complex challenges. No problem is too intricate when it comes to finding solutions, and I prioritize teamwork in project roles. My main focus is on delivering required functionality while considering technical debt and complexity.
Prateek Kataria
CPO,
saasguru
An ardent Salesforce enthusiast with over 12 years of industry experience and 18X Salesforce certifications. Currently serving as the Chief Product Officer (CPO) at saasguru. I shape saasguru's product strategy by seamlessly connecting customer requirements with our objectives and goals. My mission is to craft exceptional products that consistently add value to our business and end-users, enhancing overall customer outcomes.
Amit Chodhary
CEO & Co-Founder,
saasguru
Amit is the Co-Founder and CEO of saasguru, an Ed Tech platform focused on SaaS certification preparation. He's also an early-stage investor in Ed Tech startups and previously co-founded SaaSfocus, which became the largest boutique Salesforce Consulting company in the APAC region before being acquired by Cognizant. With over 20 years of experience in global IT outsourcing and consulting, Amit has a successful track record in leading Digital Transformation and complex outsourcing projects across various industries and technologies. He's a highly motivated and results-driven business leader.
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1-1 Mentoring
Dedicated mentor from the industry through the program right from course to placement
Industry Leaders
A faculty made of not theoretical trainers but accomplished Salesforce professionals.
Deep Interaction
Collaborate 24x7 in real-time with the gurus through our purpose-built leaning platform.
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Paula Duncan
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CPQ Online Program (FAQs)
The training is to support you to develop the fundamental skills required to become a Salesforce CPQ consultant! At saasguru, we focus on helping you gain the knowledge of the core concepts, followed by practical projects to improve your skills. Enroll now and take the first step of your journey to becoming a Salesforce certified CPQ consultant!
Salesforce CPQ training typically covers a range of topics, including product configuration, pricing, discounting, quote creation, quote templates, and approval processes. It may also cover more advanced topics, such as product bundles, contract management, and integration with other Salesforce tools.
~ Salesforce Developers
~ Salesforce Administrators
~ Salesforce Technical Leads & Architects
~ Project Managers
~ Business Analysts / Consultants
~ End users of Salesforce CRM
Yes, saasguru will provide a course completion certificate upon successful completion of the program. The same can be tracked through the saasguru platform upon completion of all tasks, practice exams and mock tests
Our training programs are exclusively led by industry experts and certified architects with an impressive 10+ years of relevant industry experience. Get to know the trainer profile after registering for the course on our platform!
To take Salesforce CPQ training, you should have a basic understanding of Salesforce and some experience with sales processes. Familiarity with product catalog management and pricing strategies is also helpful. However for you take up the CPQ certification, Salesforce Admin certification is mandatory.
Once you’re done with the course, you’ll still have all the session recordings and learning materials. Plus, you’ll still be part of the saasguru community, so you can always ask questions and get help from our GURUs.
es, Salesforce offers a certification program for Salesforce CPQ called the Salesforce Certified CPQ Specialist. This certification validates your knowledge and skills in using Salesforce CPQ to create and manage quotes and proposals
It’s not mandatory – however certification is a great way to stand out from the crowd and be recognized by the industry. Plus, you can use it to confidently negotiate higher salaries from the best companies!
Yes, saasguru will support you with placements and provide complete guidance. Placement assurance is determined by the individual’s performance in the interview and the recruiter’s requirements.
You can register for Salesforce CPQ training through our website by clicking on the pricing section. You will be redirected to the program sign up page and to the payment gateway. Please feel free to book a time with our experts to understand more about the program (calendely link)
