Salesforce Certified CPQ Specialist – Full Course


Learn everything you need to know about the powerful Salesforce pricing tool

What you will learn


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Demonstrate knowledge about the CPQ object data model as it relates to data migration

Configure bundles (Features, Options, Option Constraints, Configuration Attributes) and Product Rules

Configure Price Rules using lookup objects and formula fields, and understand quote calculation sequence and Quote Line pricing fields

Given a scenario, identify the appropriate pricing method (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total)

Configure a dynamic Quote Template using Quote Terms, Line Columns, Template Sections, and Template Content.

Generate renewal and amendment Quotes

Troubleshoot and solve basic Price Rules, Product Rules, pricing issues, and data flow

Set up Products, Price Books, and Price Book Entries

Knowledgeable about CPQ package level settings and managed package considerations

Configure Search Filters and Custom Actions for product selection and configuration

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