CPQ Training

There are two training resources available to you offered by Salesforce. Salesforce Training and Trailhead.

Salesforce Training
At the time of this writing, you get a free seat in both the CPQ-201 and CPQ-211 courses offered by Salesforce. There is also a CPQ Billing course.

Configure and Administer a Salesforce CPQ Solution (CPQ301)
Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You’ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company.

This course replaces the below CPQ 201 and CPQ 211 courses.

Salesforce CPQ Admin Essentials for New Administrators (CPQ-201)
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.

Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ-211)
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)

The billing course below has been discontinued. At this time, there is no replacement. You can have a look at the two billing superbadges (Billing Specialist and Advanced Billing Specialist) if you’re interested in SF CPQ Billing!

Salesforce Billing Essentials for Sales Cloud Administrators (BLG-201)
Salesforce Billing Essentials for Sales Cloud Administrators will give administrators the knowledge they need to configure and maintain Salesforce Billing to handle a wide variety of billing scenarios, from bookings, billings, cash, revenue, taxation, and general ledger upkeep. Through hands-on activities and demonstration, the course will provide in-depth learning into how Salesforce Billing facilitates recurring billing tasks, as well as data preparation for integration with external accounting systems.

Note 1: Please login to trailhead before clicking anything below!
Note 2: Please Sign up for a free Developer Edition org with Salesforce CPQ before clicking anything below!

Trailhead is a self guided training tool where you can learn many things about CPQ, complete with mini tests at the end of each block. All of the items below are listed in a trailmix. A trailmix is a list of Salesforce Trailhead items, created by a user within trailhead. Anyone who can log in to trailhead can create a trailmix!

MoreCPQ Trailmix

Learn Salesforce CPQ Admin Fundamentals
Go from Lead to Cash with Salesforce CPQ and Billing

Salesforce CPQ Basics
Salesforce CPQ Features
Discounting Tools in Salesforce CPQ
Configurable Bundles in Salesforce CPQ
Pricing Methods for Salesforce CPQ
Lead to Cash Sales Features
Salesforce Billing Basics
Partner Relationship Management
Channel Sales for Partners
Community Cloud Basics
Priority Support Services

Create a Home Security Bundle with Product Rules
Simplify Home Security Subscription Renewals

Spring ’19 Release Highlights
Summer ’19 Release Highlights
Winter ’19 Release Highlights

Maintenance Exams
CPQ Specialist Certification Maintenance (Spring ’18)
CPQ Specialist Certification Maintenance (Spring ’19)


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