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Comprehensive and hands-on, this course is essential for CPQ administrators by providing a detailed and in-depth look at Salesforce CPQ and its applications. We recommend experienced administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation. This 4-day course is designed for: 1) Administrators who will have experience implementing Salesforce CPQ solutions in a customer-facing role, 2) Solution Architects, Implementation Consultants, Developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ. This course will help one prepare for the Salesforce CPQ Specialist Certification. A strong Salesforce Admin background is assumed (Salesforce ADM-201 Certification is strongly recommended)

Job Role

Experienced Administrator


4 days

User Interface

Lightning Experience


Topics covered:

  • Products, Bundling, Product Rules
  • Guided Selling
  • Custom Actions and UI Customizations
  • Pricing Methods and Discounting
  • Price Rules and Lookup Objects
  • Contracting
  • Renewals and Amendments
  • Output Documents
  • Localization and Multicurrency

    Salesforce Admin ADM-201 Certification is recommended - A strong Salesforce Admin background is assumed. --- 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 are looking for? Contact us, we would 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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