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.