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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


2 days

User Interface

Lightning Experience


Topics Covered:

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

    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. --- Find your class by selecting your preferred region and location in our drop-down selector on the left-side of this page. Be sure to click Update Search to review all available options.

    Can’t find what you’re looking for? Contact us, we’d be happy to help!

    Americas: 1-877-872-4610
    Asia Pacific: 1-800-789-984
    Europe/Middle East/Africa: +44 (0)1784 607008
    Japan: 81-3-4222-0710

    For more information, visit our Trailhead help site to browse knowledge articles, ask questions, or open a case.

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