CPQ Training

CPQ Training

• 1. Introduction to Salesforce CPQ

• What is CPQ?
• Benefits of Salesforce CPQ
• CPQ Architecture & Key Components
• CPQ vs. Standard Salesforce Quoting

• 2. CPQ Setup & Configuration

• Installing & Setting Up Salesforce CPQ
• CPQ Object Model & Data Model
• CPQ Packages & Licensing
• Setting Up CPQ Users & Permissions

• 3. Product Configuration

• Creating Products & Product Bundles
• Product Rules (Validation, Alert, Selection, Filter)
• Feature & Option Constraints
• Guided Selling & Configuration Attributes

• 4. Pricing & Discounting

• Pricing Methods in CPQ (List Price, Cost, Block Pricing, etc.)
• Price Rules & Lookup Queries
• Discount Schedules & Volume-Based Discounts
• Contracted & Subscription Pricing
• Multi-Currency & Pricing Adjustments

• 5. Quote & Quote Line Editor

• Quote Object & Quote Templates
• Customizing the Quote Line Editor
• Quote Terms & Conditions
• Quote Groups & Advanced Quote Configuration

• 6. Approval Workflows & Advanced Approvals

• Standard Approval Process in CPQ
• Setting Up Advanced Approvals
• Dynamic & Parallel Approvals

• 7. Contract Management & Renewals

• Contract Lifecycle & Amendments
• Auto-Renewal & Co-Termination
• Asset-Based Ordering (ABO)

• 8. Document Generation & E-Signature

• Creating Quote Templates
• Generating PDF Quotes & Contracts
• Integration with DocuSign & Conga

• 10. Performance Optimization & Troubleshooting

• Common CPQ Errors & Fixes
• Performance Optimization Best Practices
• Debugging CPQ Rules & Pricing Issues

• 11. Hands-on Labs & Real-World Use Cases

• Hands-on CPQ Exercises
• End-to-End CPQ Implementation Scenarios
• Industry-Specific CPQ Solutions

For more information:

Please email me at: amul@kreyaconsulting.com

+91-9582388885

Course Duration: 45 Days (weekdays and weekends both), Fees: 22,000/- fixed price

To Book CPQ Training Registration: make the payment