Salesforce CPQ Admin Essentials for Experienced Administrators

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Boost your business revenue exponentially with Salesforce CPQ Admin Essentials for Experienced Administrators. Learn how to get the most out of your CPQ Salesforce software and help your sales teams sell more and better across all channels. Make your value propositions to clients more effective. This training will increase your knowledge of Salesforce Advanced Administration and enable you to increase your business logic by automating processes to streamline your tasks and those of your teams.

Course Highlights


Virtual or in-person


32 hours




Salesforce certified instructors


Small class size

Trailhead Academy Authorized Training Provider


When you complete this course, you will be able to:

  • Set up products, bundles, and product and pricing rules targeting several objects.
  • Lead the technical configuration of discounting, pricing methods, and output document generation.
  • Leverage the events, objects, settings, and methods of the contract creation, renewal, and amendment processes.
  • Formulate sound technical solutions to common CPQ business requirements.
  • Make significant progress in preparing for the Salesforce Certified CPQ Specialist exam.

Who is it for?

Covering all the topics from the Salesforce CPQ Admin Essentials for New Administrators but with greater technical emphasis, this course will also provide guidance on design implications and use cases for hands-on exercises. The class is designed for experienced Administrators who will have prior experience implementing Salesforce CPQ solutions in a customer-facing role, as well as solution architects, implementation consultants, or developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ.


  • Salesforce Administration Advanced knowledge
  • Prepare for the course with the Trailmix 'Salesforce CPQ Admin Essentials for Experienced Administrators Prework'
  • https://trailhead.salesforce.com/en/users/tacademy/trailmixes/salesforce-cpq-admin-essentials-for-experienced-administrators-p

Content & Methodology

  • 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, Validation Rules, Selection Rules, and Dynamic Bundles
  • Modifying out-of-the-box button behavior for product selection
  • Alternate quote line editor views
  • Guided selling decision trees and custom prompts
  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting
  • Declaratively setting values for Quote and Quote Line fields
  • Calculation events and conditions
  • Price Action sources, including static values, Summary Variables, formulas, and Lookup tables
  • Lookup objects and Lookup Queries
  • Generate new contracts to bring quote data to the account
  • Amendment and renewal processes
  • Renewal pricing methods
  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
  • Accommodating translations

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