Learn Salesforce CPQ Admin Fundamentals

Help your sales team create quotes quickly and accurately with Salesforce CPQ.

• Learn how to create bundles of products using Salesforce CPQ.
• Create attributes that let sales reps easily customize smartwatches for their customers.
• Discover how product rules help sales reps get the right products on quotes.
• Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.
• Use your Salesforce CPQ admin skills to build a solution that meets business requirements.
• Quote prices with precision using Salesforce CPQ pricing tools.
• Automate discounts in CPQ based on volume or bundling.
• Price, discount, and sell subscription products the smart way with Salesforce CPQ.
• Meet custom pricing requirements with the sophisticated power of price rules.
• Create templates that let sales reps send great-looking proposals in just a few clicks.
• Use Salesforce CPQ to generate multiple orders quickly and accurately.
• Use Salesforce CPQ to change existing quotes and contracts.
• Generate orders, contracts, and renewal opportunities with Salesforce CPQ.

• Configurable Bundles in Salesforce CPQ
• Learn About Configuration in the Sales Process
• Control the Configuration Experience
• Use Product Options to Construct Bundles
• Determine How Bundled Quote Lines Behave After Configuration
• Use Features to Organize Options
• Change the Feature User Experience
• Learn About Configured Code and Description
• Personalize Smartwatches with Salesforce CPQ Attributes
• Set Up a CPQ-enabled org
• Create Smartwatch Attributes for Size and Accent
• Set a Default Value for an Engraving Attribute
• Place an Outlet Attribute into a Feature
• Create Attributes for Watch Band Styles
• Limit Color Choices Based on Material
• Create Twin Fields on the Quote Line
• Create Twin Fields on the Order Product
• Product Rules in Salesforce CPQ
• Get Started with Product Rules
• Put Conditions on Rules
• Decide When Rules Evaluate
• Make Rules for Specific Bundles
• Control Options with Selection Rules
• Discover Other Ways to Use Selection Rules
• Use Data from a Custom Object to Drive Rules
• Make a Dynamic Bundle with Filter Rules
• Create a Home Security Bundle with Product Rules
• Sign Up for a Trailhead Playground with Salesforce CPQ
• Create a Configurable Bundle with Options and Features
• Create an Alert Product Rule
• Create a Selection Product Rule
• Create a Validation Product Rule Using a Summary Variable
• Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ
• Sign Up for a Developer Edition Org with Salesforce CPQ
• Create a Solar Energy System Bundle
• Organize the Solar Bundle with Features
• Capture Solar Bundle Details with Attributes
• Ensure Proper Configuration with a Product Rule
• Consider Other Routes to Your Goal
• Pricing Methods for Salesforce CPQ
• Get Started with Salesforce CPQ for Pricing
• Identify Exceptions to Standard Pricing
• Implement Block Pricing
• Implement the Percent Of Total Pricing Method
• Implement Option Pricing Within Bundles
• Configure Cost Plus Markup Pricing
• Create Account-Based Contracted Pricing
• Enable Manual Overrides
• Discounting Tools in Salesforce CPQ
• Use Salesforce CPQ for Discounting
• Explore Discount Options Within Bundles
• Set Up Volume-Based Discount Schedules
• Configure Quantities for Discount Schedules
• Filter Discount Schedules by Records and Fields
• Override Volume-Based Discounts
• Apply Manual Discounts
• Configure Partner and Distributor Discounts
• Subscription Pricing in Salesforce CPQ
• Get Started with Subscription Pricing
• Set Up Your First Subscription Product
• Learn About Date Fields and Proration
• Create a Multidimensional Quote
• Customize Your Multidimensional Quotes
• Give Discounts for Long Subscriptions
• Explore Other Ways to Affect Subscription Pricing
• Price Rules in Salesforce CPQ
• Get Started with Salesforce CPQ Price Rules
• Replace List Price Using a Simple Price Rule
• Formulate Your Conditions and Actions
• Learn When to Use the Special Price Field
• Summarize Data with Summary Variables
• Consolidate Price Rules by Using Lookup Queries
• Sequence Price Rules for Correct Calculations
• Quote Templates in Salesforce CPQ
• Get Started with Quote Templates in Salesforce CPQ
• Create Your First Quote Template
• Structure a Customized Quote Template
• Add Conditions to Template Sections
• Show Quote Line Data in a Table
• Rearrange the Line Item Table
• Insert Visualforce Content and Troubleshoot Templates
• Show Dynamic Quote Terms
• Salesforce CPQ Order Generation
• Get Started with Salesforce CPQ Order Generation
• Generate Your First Order
• Generate Multiple Orders from a Single Quote
• Automatically Split a Quote into Multiple Orders
• Contract Amendments with Salesforce CPQ
• Get Started with Salesforce CPQ Amendments
• Change an Existing Contract
• Discover More Ways to Amend Contracts
• Learn About Pricing and Bundling Considerations
• Explore Significant Date Fields and Multidimensional Quoting
• Simplify Home Security Subscription Renewals
• Sign Up for a Trailhead Playground with Salesforce CPQ
• Create a Quote with Subscription Products
• Generate Orders, Assets, Contracts, and Subscriptions
• Generate a Renewal Opportunity for Forecasting
• Amend a Contract
• Create a Quote for a Renewal Contract