Overview

CPQ-201 is a hands-on 2-day foundational training that enables 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. This course is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their organization's Salesforce CPQ application. Sales OPS, IT managers, power users, and other users will also benefit from deepening their CPQ knowledge and exploring Salesforce CPQ's capabilities. This course will initiate a solid and direct learning path toward passing the Salesforce Certified CPQ Specialist exam.
Job Role
Beginning Administrator
User Interface
Lightning Experience

Prerequisites

Familiarity with the Salesforce Classic interface and experience with creating custom fields & picklist values is helpful, but not required.
The Admin Beginner trail is recommended.

Outline

Topics Covered:
  • Product Selection
  • Bundling and Configuration Rules
  • Pricing and Discounting
  • Quote Output Generation
  • Contracting Process