Salesforce CPQ Admin Essentials for New Administrators (CPQ201) Course Overview

Salesforce CPQ Admin Essentials for New Administrators (CPQ201) Course Overview

The Salesforce CPQ Admin Essentials for New Administrators (CPQ201) course is designed to provide administrators with the knowledge and skills needed to set up, configure, and maintain the Salesforce CPQ (Configure, Price, Quote) solution. Through the course, learners will gain a deep understanding of how to manage the CPQ platform to meet their company's sales process and pricing needs.

Beginning with Module 1, participants will delve into product fields and their related objects, learn how to create configurable product bundles, and apply business logic through product rules. Module 2 focuses on the pricing waterfall and different pricing methods such as list pricing and block pricing, as well as discounting strategies like tiered discounting. In Module 3, learners will explore how to use price rules to dynamically adjust pricing on quotes. Module 4 covers the contract lifecycle, including amendments and renewals. Finally, Module 5 teaches how to create professional quote templates for dynamic output documents.

By the end of the course, learners will possess the essential skills to effectively administer Salesforce CPQ, improving their organization's sales efficiency and accuracy.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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Course Prerequisites

To ensure a successful learning experience in the Salesforce CPQ Admin Essentials for New Administrators (CPQ201) course, participants should meet the following minimum prerequisites:


  • Basic understanding of Salesforce CRM and its standard functionalities.
  • Familiarity with Salesforce navigation and basic features.
  • Experience with standard Salesforce objects such as Accounts, Contacts, Opportunities, and Products.
  • General knowledge of sales processes and the quote-to-cash cycle.
  • Comfort with basic business processes related to pricing, discounting, and product configuration.
  • Some exposure to or experience with creating and managing Salesforce reports is beneficial.
  • Willingness to learn and adapt to new technologies and business processes.

These prerequisites are designed to provide a foundation for the specialized knowledge and skills that will be developed during the CPQ201 course. With this foundation, participants will be better equipped to understand and absorb the course material, leading to a more engaging and effective learning experience.


Target Audience for Salesforce CPQ Admin Essentials for New Administrators (CPQ201)

The Salesforce CPQ Admin Essentials course is designed for administrators seeking to streamline quoting and sales processes.


  • Salesforce Administrators
  • CPQ Specialists
  • Sales Operations Managers
  • System Integrators
  • Implementation Consultants
  • Technical Support Personnel
  • IT Managers overseeing CRM/CPQ solutions
  • Business Analysts with a focus on sales processes
  • Solution Architects planning CPQ deployments


Learning Objectives - What you will Learn in this Salesforce CPQ Admin Essentials for New Administrators (CPQ201)?

Introduction to Learning Outcomes:

The Salesforce CPQ Admin Essentials for New Administrators (CPQ201) course is designed to equip administrators with the essential skills to configure and manage Salesforce CPQ solutions effectively, ensuring an optimized quoting system within the Salesforce platform.

Learning Objectives and Outcomes:

  • Understand the role and configuration of product fields and related objects in Salesforce CPQ.
  • Master the creation and management of Configurable Product Bundles, enhancing the user interface and experience.
  • Implement business logic through Product Features, Option Constraints, and Product Rules for validation and selection.
  • Comprehend the pricing waterfall to apply different pricing methods such as list pricing, cost-plus markup, and block pricing.
  • Learn to set up contracted pricing and employ tiered discounting strategies to meet various sales scenarios.
  • Develop the ability to use Price Rules to dynamically set values for Quote and Quote Line fields.
  • Identify Price Rule events and conditions that trigger the execution of Price Actions.
  • Utilize Price Action sources effectively, including the use of static values and Summary Variables.
  • Gain insight into the contract lifecycle, including amendments and renewals, and learn to transfer quote data to customer accounts.
  • Create dynamic, professional Quote Templates for output documents that reflect the branding and information requirements of the organization.