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Salesforce CPQ Training | Zero to Hero
🏆 Udemy Bestseller
★ 4.6/5 (Highest Rated)
👥 5.5k + Students
Master the most complex cloud in the ecosystem. Go from zero to hero with Salesforce CPQ and command the industry's highest salaries.
- ✓ Complex Product Rules: Master Bundle configuration and validation logic.
- ✓ Pricing Waterfall: Deep dive into Multi-Dimensional Quoting (MDQ) and Discounting.
- ✓ Advanced Approvals: Build automated, surgical approval chains for complex deals.
- Course Overview
- Curriculum
Description
The Era of Basic Salesforce Quoting is Over.
Become a CPQ Cloud Architect.
Enterprise B2B sales are becoming incredibly complex, and Salesforce CPQ is the engine driving modern transactions. If you want to future-proof your career and command a premium salary, you need to know how to architect dynamic product bundles, automated pricing waterfalls, and multi-tier approvals—without relying on messy custom code.
The #1 Salesforce CPQ Training Program
This isn’t just theory. You are joining a proven, Udemy Best-Selling curriculum that has been stress-tested by thousands of corporate professionals:
- 🏆 Highest Rated CPQ Course (4.6/5)
- 👥 5,500+ Active Students Enrolled
- ⏱️ 30,000+ Verified Watch Time Hours
- ⚡ 100% Up-to-Date with Latest Salesforce Releases
This isn’t a textbook. It’s a Real-World Project.
We are going from a blank Salesforce org to a fully operational, enterprise-grade CPQ deployment. By the end of this training, you will have configured and mastered:
📦 Product Bundles & Rules
Architect complex product catalogs, nested bundles, and dynamic validation logic to ensure sales reps construct flawless quotes every single time.
💰 The Pricing Waterfall
Master Multi-Dimensional Quoting (MDQ), block pricing, discount schedules, and price rules to automate the most complex pricing calculations.
✅ Advanced Approvals
Build surgical, multi-tier Smart Approval chains that route perfectly to management based on deal size, margin thresholds, and discounting limits.
📄 Dynamic Quote Templates
Generate professional, pixel-perfect PDF proposals that pull dynamic terms, conditions, and line items directly from your configured quotes.
Comprehensive Salesforce CPQ Syllabus: Master CPQ Cloud
This curriculum is strictly aligned with the Salesforce CPQ Specialist Certification. Moving far beyond basic quoting, we cover the entire Revenue Cloud architecture, transforming you into an expert capable of handling enterprise-grade B2B sales processes.
📦 1. Product Bundles & Guided Selling
Learn to architect flawless product catalogs that prevent sales reps from making incompatible configurations.
- Building nested Product Bundles (Features, Options, and Option Constraints).
- Enforcing complex validation and selection logic using Product Rules (Validation, Selection, Filter, and Alert rules).
- Configuring Guided Selling flows to prompt reps with the right products based on customer needs.
- Utilizing Configuration Attributes to pass data globally across bundle components.
💵 2. The CPQ Pricing Waterfall & Rules
Master the core engine of Revenue Cloud. Understand exactly how Salesforce calculates margins, from List Price down to the final Customer Price.
- Navigating the Pricing Waterfall: List, Regular, Customer, Partner, and Net Pricing.
- Automating dynamic pricing using Price Rules and Lookup Queries.
- Configuring System, Volume, and Term Discount Schedules.
- Implementing Multi-Dimensional Quoting (MDQ) for complex subscription ramps and tiered yearly pricing.
🔄 3. Contracts, Renewals, & Amendments
Handle the complete customer lifecycle. Learn how CPQ manages recurring revenue and ongoing customer relationships.
- Automating the generation of Contracts and Subscription records from Closed-Won Opportunities.
- Processing Contract Amendments (add-ons, upgrades, and early terminations).
- Managing automated Renewal Opportunities and co-terming new products to existing contracts.
✅ 4. Advanced Approvals Architecture
Replace standard Salesforce approval processes with CPQ’s dynamic, high-performance Advanced Approvals package.
- Setting up Approval Chains, Rules, and dynamic Approver Routing.
- Configuring Smart Approvals so managers don’t have to re-approve rejected quotes if the discount hasn’t changed.
- Implementing parallel approvals for Legal, Finance, and Sales desk teams.
📄 5. Dynamic Quote Templates
Ensure the final output sent to the customer looks professional and automatically adapts to the deal context.
- Designing responsive Quote Templates using Template Sections and Line Columns.
- Using Merge Fields to pull dynamic data into Terms and Conditions.
- Conditionally hiding or displaying template sections based on the products being sold.
👉
Want to see the exact video breakdown? Click on the Curriculum tab above to view all lessons and watch free sample videos!
Don’t Just Take My Word For It.
See what professionals are saying about this Udemy Best-Selling course.
Meet Your Instructor
Sachin Chauhan
“The Salesforce Evangelist”
With over 15 years of veteran experience in the Salesforce ecosystem, Sachin is a recognized expert in architecting enterprise-grade solutions. His journey spans the evolution of the platform—from core development to the cutting-edge frontier of AI-driven automation.
Revenue Cloud (CPQ)
OmniStudio
Data Cloud
Agentforce AI
Core Dev
OmniStudio
Data Cloud
Agentforce AI
Core Dev
Sachin’s teaching philosophy is built on technical transparency. He doesn’t just teach you how to pass an exam; he prepares you to lead digital transformations at the highest corporate levels. At SFDCGYM, he focuses on the “Complex Clouds”—ensuring you master the tools that command the highest salaries in today’s market.
Join the SFDCGYM Community
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FAQ
Do I need to be a Salesforce Developer to learn CPQ?
No! One of the biggest advantages of Salesforce CPQ is that it is highly declarative (clicks, not code). You do not need to know Apex or LWC to take this course. As long as you have a solid understanding of basic Salesforce administration (like custom objects, fields, and standard sales processes), this course will teach you the rest.
CPQ isn't in a standard Trailhead org. How will I practice?
Great question! In the very first modules of the course, we walk you through exactly how to spin up a special, free Salesforce Developer Org that comes pre-installed with the complete Salesforce CPQ package. You will be able to build and test your own pricing rules and bundles alongside the instructor.
Will this course prepare me for the Salesforce CPQ Specialist Certification?
Absolutely. This curriculum is heavily mapped to the official Salesforce exam guide. We cover every major weightage area, from Product Rules to the Pricing Waterfall. However, our ultimate goal is to make you a real-world architect, so you will learn practical implementation skills that go far beyond just passing the multiple-choice test.
CPQ logic can get complicated. What if I get stuck on a rule?
You are fully supported! Inside your learning dashboard, you will find a dedicated "Ask Questions" tab for every single video. If your Price Rule isn't firing or your Product Bundle is throwing an error, simply drop your question in the tab. Your instructor will jump in to help you troubleshoot so you never stay stuck.
Introduction To QLE and Product Object
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Salesforce CPQ Training | Zero to Hero
Free Sample Videos:
Salesforce CPQ - Introduction
19:14 Min
How to Install CPQ Package
05:13 Min
Introduction to Quote Line Editor
36:27 Min
Products and Its Types
Introduction to Products and Non-Subscription and Subscription Type Products 🔒
33:16 Min 🔒
MDQ, Usage-Based and Perpetual Products 🔒
51:54 Min 🔒
Pricing in Salesforce CPQ
Use of Multiple Currencies in Salesforce CPQ 🔒
11:54 Min 🔒
List and Cost Pricing 🔒
21:22 Min 🔒
Block and Percent of Total (PoT) 🔒
44:47 Min 🔒
Prorate Precision and Prorate Multiplier 🔒
29:20 Min 🔒
Bundle Products
Bundle Product and Bundle Configuration 🔒
42:23 Min 🔒
Twin Fields and Bundle Attributes 🔒
42:29 Min 🔒
Option Constraints 🔒
32:06 Min 🔒
Nested Bundles 🔒
54:32 Min 🔒
Product Rules And Guided Selling
Introduction to Product Rules and its Type 🔒
22:01 Min 🔒
Alert and Validation Product Rules 🔒
38:54 Min 🔒
Summary Variables and Filter Product Rules 🔒
37:53 Min 🔒
Selection Product Rule 🔒
43:16 Min 🔒
Custom Actions and Search Filters 🔒
29:13 Min 🔒
Guided Selling 🔒
42:15 Min 🔒
Price Rules, Discounting, and Price Waterfall
Price Rules 🔒
23:04 Min 🔒
Lookup Queries 🔒
43:26 Min 🔒
Discount Schedule 🔒
40:29 Min 🔒
Contracted Pricing 🔒
51:04 Min 🔒
Price Waterfall 🔒
32:56 Min 🔒
Renewal and Amendments
Contracts and Renewals 🔒
40:30 Min 🔒
Renewals on Subscription based PoT Products 🔒
11:34 Min 🔒
Amendments 🔒
51:59 Min 🔒
CPQ Quote Documents and Approvals
Quote Templates 🔒
36:40 Min 🔒
Quote Documents - Demo 🔒
1:09:54 Min 🔒
Adobe Sign Integration 🔒
49:02 Min 🔒
Advanced Approval 🔒
1:21:09 Min 🔒
Deployments and Plugins
CPQ Deployments 🔒
58:26 Min 🔒
CPQ Plugins 🔒
1:00:11 Min 🔒
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Salesforce CPQ Training | Zero to Hero
Free Sample Videos:
Intro to CPQ
Salesforce CPQ - Introduction
19:14 Min
How to Install CPQ Package
05:13 Min
Introduction to Quote Line Editor
36:27 Min
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