Salesforce CPQ Training Online and Certification Course

SKU: 8708
29 Lesson
26 Hours
igmGuru’s Salesforce CPQ training online is the best way of getting your hands on the most in-demand skills required to implement CPQ solutions. Utilize this Salesforce CPQ certification course to become a pro at building, implementing, and designing quoting flows across the Salesforce CPQ platform. This includes pricing, renewals & amendments, bundle configurations, output documents, etc. Gain all essential skills to be called a Salesforce CPQ expert.

Salesforce CPQ Course Overview

igmGuru's Salesforce CPQ training online program has been designed as per the Salesforce CPQ Certification Exam. Salesforce CPQ (Configure, Price, Quote) is a software application that allows sales teams to quickly create accurate and professional quotes and proposals for customers. It is integrated with the Salesforce CRM platform and can automate the entire sales process, from product configuration and pricing to quote generation and contract management. This Salesforce CPQ course online covers the fundamental skills required for the successful execution of Salesforce CPQ solutions like creation of a quoting process, pricing methods, configuration, CPQ object data model, etc. This Salesforce CPQ online training program involves you in hands-on projects during training.

A Salesforce CPQ course online typically covers the following topics:

1. Understanding the Salesforce CPQ application and its features

2. Configuring and customizing Salesforce CPQ to fit the organization's specific needs

3. Setting up pricing rules and product catalogs

4. Creating and managing quotes and proposals

5. Automating the approval process for quotes and proposals

6. Integrating Salesforce CPQ with other Salesforce applications, such as Sales Cloud and Service Cloud

7.Managing contracts and renewals

8. Reporting and analytics to track the performance of the sales team

igmGuru's Salesforce CPQ training online program enables you to handle the configure, price, quote process by providing knowledge about pricing and quoting to the buyers. This training program helps you to learn about pricing methodology, discounting, and quote management. This training will make you a master in enterprise product sales and achieving positive results in it. Throughout the course, we will provide you with the knowledge required for achieving certification in the Salesforce CPQ specialist domain.

What are the Objectives of Salesforce CPQ Online Training?

Upon successful completion of this training, the trainee will be able to learn and:

  1. Understand the various roles of Salesforce CPQ in the sales cycle
  2. Understand feature like localizing and multi-currency, renewal, and amendment processes
  3. Understand distinct selling decision customs and trees
  4. Understand block pricing, list pricing, cost plus markup, etc.

What skills will you learn in this Salesforce CPQ Certification Training?

Upon successful completion of this training, the students will:
  1. Grasp the knowledge about the layouts, installation, bundles, products, and their related features.
  2. Learn about creating accounts, quote, and opportunity
  3. Understand various skills including product rules, options, configuration attributes, pricing rules, discounting, contracts, quote templates, and renewals.

Who should opt for this Salesforce CPQ Training Online?

The following professionals will benefit from this training:
  • Developers of designing
  • Executives evaluating Salesforce
  • Salesforce administrators
  • Project managers

What are the prerequisites for Salesforce CPQ Course?

There are no specific prerequisites to learn Salesforce CPQ course. Anyone interested in working in the Salesforce CPQ domain can join this training course.

Why Salesforce CPQ Training is in high demand?

  • Salesforce CPQ has created a revolution through unmatched technology enhancements and developments. 
  • According to a survey conducted by top job portals, there is a vast need for Salesforce CPQ professionals all over the world.
  • Certified Salesforce CPQ administrators earn an average salary of USD 98,000 per annum. But, based on their knowledge, skills, and experience, their salary might increase up to $150,000 as published in top magazines.

This Salesforce CPQ Certification Course online also covers additional topics like advanced Salesforce CPQ features, best practices for using Salesforce CPQ, and how to troubleshoot and maintain the Salesforce CPQ application. The principle goal of this course is to prepare students for a career as a Salesforce CPQ administrator expert or similar role in the IT Industry.

Key Features

Salesforce CPQ Training Modules

1. Lead-to-Cash Process
2. Architecture Background

1. Installation Best Practice
2. Upgrade/Patch Installation Best Practice
3. Package Configuration
4. Post Installation-> Page Layout and Button Configurations

1. Lead Creation & Conversion
2. Account Creation
3. Account Creation
4. Contact Creation
5. Opportunity Creation

1. Standalone products
2. Product Bundle Settings
3. Features for a Bundle
4. Product Options for a Bundle
5. Option Constraints for a Bundle
6. Configuration Attributes for a Bundle

1. Selection Product Rules and Using Lookup Queries
2. Validation Product Rule
3. Alert Product Rule
4. Filter Product Rule

1. Custom Actions

1. Guided Selling

1. Original Price
2. List Price
3. Option Price
4. Special Price
5. Regular Price
6. Customer Price
7. Partner Price
8. Distributor Price

1. List
2. Cost
3. Percent of Total
4. Block

1. Price Rule Creation
2. Look Up Object and how it is used using Pricing Rule

1. Quote Template Basics
2. Advance Quote Templates
3. Translation
4. Additional Document
5. Template Content
6. Sections
7. Translation

1. Contracts

1. Order Management

1. Quoting Flow

1. Contract Based Renewal
2. Assest Based Renewal
3. Renewal Pricing Method
4. Merge Contract During Renewal
5. Auto Renewal

1. Add-on

1. Cancellation

1. Partial Cancellation

1. Asset Amendment

1. Localization and Multi-Currency

1. Package Installation & Setup
2. Approval Rule
3. Smart Approval
4. Approval Conditions
5. Approver

1. Best Practices for project implementation

1. Performance Troubleshooting

1. CPQ Data Schema

1. Migration Scenarios

1. API Class

1. Customization Best Practices

1. Nested Bundles
2. Dynamic Bundle
3. Asset Conversion Method
4. Option Selection Layout
5. Code Configuration Pattern
6. Optional Products
7. Syncing Behaviour with Opportunity

1. Discount Schedule 1. Slab Discount 2. Range Discount 3. Different places to apply discount schedule 4. Override Discount Schedule
2. Option Discount
3. Additional Quote Line Discounts 1. Percent 2. Amount 3. Unit Override 4. Total Override
4. Additional Quote Discounts
5. Group Level Discount
6. Tier based Discount
7. Discount by Package
8. Partner Discount
9. Distributor Discount
10. Contractual Discount

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Salesforce CPQ Course Fees


US $ 299.00
Refund Policy
  • Duration : 26 hrs
  • Lifetime Free Upgrade
  • Reference Documents
  • 24x7 Support & Access

Online Class Room Program

US $ 499.00
100% Money Back Guarantee
  • Duration : 26 Hrs
  • Plus Self Paced
Classes Starting From
  • Fast Track Batch 18 Jun 2024
  • Weekday Batch 24 Jun 2024
  • Weekend Batch 22 Jun 2024

Corporate Training

  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

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Salesforce CPQ Certification Exam

The Salesforce Certified CPQ Specialist certification is for those who have experience implementing the Salesforce CPQ solution. Here are the details about the Salesforce CPQ Specialist certification exam in 2024.

  • Number of questions: 60 multiple-choice/multiple-select questions
  • Time allotted: 105 minutes
  • Passing score: 65%
  • Registration fee: USD 200 + taxes
  • Retake fee: USD 100 + taxes
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored based environment.

Salesforce CPQ certification exam typically test a candidate's knowledge and understanding of Salesforce CPQ features, functionality, and best practices uses in the CPQ project.

Salesforce CPQ Certification Exam


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