Salesforce CPQ 201

Salesforce CPQ Admin Essentials For New Administrators

Duration: 5 days

Industry: Information Technology

About this course

Salesforce CPQ Admin Essentials For New Administrators

What is Salesforce?

Salesforce has become the most popular CRM (Customer Relationship Management) system for enhancing strategy and results. Today’s hypercompetitive business environment demands that companies put their customers first. CRM  enables businesses to deliver more personalized experiences to customers and serve them more effectively. 

In every corner of the globe, the Salesforce CRM platform helps businesses identify and pursue new opportunities, manage customer data, and improve communications. In turn, they are better able to make smarter business decisions, leading to greater growth.

CPQ 201 Course

The course is recommended for new CPQ administrators and those taking over existing CPQ implementations. System administrators who are responsible for setting up, configuring, and maintaining applications in organizations can benefit from this course. It will also benefit sales operations, IT managers, power users, and other users. In this course, you’ll start your journey towards being a Salesforce Certified CPQ Specialist.

For more information about this course, please check this blog from P2L, as well as this link.

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.

This is what you'll learn

  • 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.

Course Outline

Products, Bundling, Product Rules

  • Product fields and related objects integral to basic Salesforce CPQ functionality
  • Configurable Product Bundles and the resulting user interface and experience
  • Enforcing business logic with Product Features, Option Constraints, and simple Validation and Selection Product Rules.

Pricing Methods and Discounting

  • Pricing waterfall
  • List pricing, cost plus markup pricing, and block pricing
  • Contracted pricing
  • Tiered discounting

Price Rules

  • Price Rules
  • Programmatically setting values for Quote and Quote Line fields
  • Events and conditions and leading to the execution of Price Actions
  • Price Action sources, including static values and Summary Variables

Contracts and Renewals

  • Transferring quote data to the account
  • Contract lifecycle with amendments and renewals

Quote Templates

  • Generating dynamic output documents


  • None. Familiarity with the Salesforce Classic interface and experience with creating custom fields and picklist values is helpful, but not necessary

Schedule (iMVP)

Jan 3, 2022 - Jan 7, 2022

Jan 10, 2022 - Jan 14, 2022

Jan 24, 2022 - jan 28, 2022