Developing on Salesforce

Intermediate

Admin, Developer, and Team Leader

Gearset for CPQ

Get certified in Salesforce CPQ with the Gearset for CPQ course. Master tools and techniques for effective sales configuration.

A Salesforce DevOps course by Gearset

Course introduction

Efficiently configuring Salesforce CPQ is crucial to maximizing the potential of your Salesforce CPQ platform. The Gearset for CPQ course equips you with the skills to manage and deploy CPQ solutions confidently. Designed for Salesforce professionals working with CPQ, this course provides comprehensive knowledge on managing CPQ data flows, configuring complex bundle structures, and ensuring accurate pricing outcomes.

With hands‑on modules and practice tests that reinforce key concepts, you’ll enhance your CPQ functionality understanding, become proficient in data migration strategies, and learn best practices for quoting flows and output documents.

Who is the Gearset for CPQ course for?

Developers, Team Leaders, and Admins

This intermediate‑level course is tailored for Salesforce professionals responsible for configuring Salesforce CPQ or overseeing CPQ managed packages. Whether you’re refining existing implementations or coordinating complex CPQ projects, this certification will validate and expand your skillset.

What you’ll achieve with the Gearset for CPQ course

  • Set up Gearset external IDs so CPQ configuration data can be treated like metadata and matched across environments
  • Compare CPQ configuration and related objects between orgs, selecting dependencies with custom filters
  • Deploy CPQ config data and metadata together, using Gearset’s problem analyzers to resolve dependency issues automatically
  • Manage CPQ data flow with repeatable deployment packages, rollback history, and sandbox refresh strategies
  • Configure and maintain product rules, bundle configurations, configuration attributes, pricing outcomes, discount schedules, block pricing, and multi‑currency support
  • Automate continuous monitoring of CPQ and metadata changes and receive actionable alerts to keep orgs in sync
  • Validate your skills through quizzes and a scenario‑based final assessment, earning a Gearset CPQ certificate of completion

What the Gearset for CPQ course includes

This course goes beyond basic Salesforce knowledge, providing you with essential skills and hands‑on experience in configuring Salesforce CPQ. Completing this course will allow you to:

  • Efficiently configure CPQ solutions — Install and upgrade the CPQ managed package, run Gearset’s external ID wizard, and treat CPQ configuration data like metadata so you can version‑control product rules, discount schedules, and bundle configurations alongside Apex.
  • Master deployment strategies — Build bespoke metadata and CPQ filters that package configuration attributes, quote templates, and multi‑currency settings into a single deployment flow, ensuring dependencies are respected and pricing outcomes remain consistent.
  • Enhance CPQ data management — Automate CPQ data flow across environments by re‑using Gearset external IDs, refreshing sandboxes, and leveraging rollback history so configuration data, price books, and block pricing tables stay in sync.
  • Advanced CPQ problem analysis — Leverage Gearset’s CPQ‑specific problem analyzers to surface missing references, suggest fixes for triggers and validation rules, and guarantee complex bundle structures deploy first time.
  • Continuous CPQ change monitoring — Configure nightly monitoring jobs that track metadata and CPQ config drift, send actionable alerts to Slack or email, and provide an immutable audit log for compliance and team collaboration.
  • Earn an official Salesforce CPQ certification — Conquer a scenario‑based final assessment mirroring real‑world CPQ release challenges; pass to earn a shareable Gearset CPQ certificate of completion and lifetime access to expert course updates.

Gearset for CPQ course content

  • Introduction to Gearset for CPQ – Setting up your CPQ‑enabled orgs, external IDs, and preparing for data migration.
  • CPQ configuration comparisons – Techniques to compare CPQ configurations, dependencies, and metadata between orgs.
  • Deployment of CPQ config data – Detailed processes for deploying CPQ configuration data and handling metadata effectively.
  • Problem analyzers and deployment strategies – Identify, analyze, and resolve common issues in CPQ deployments using Gearset’s automation features.
  • Continuous CPQ monitoring – Automate monitoring of your CPQ data flows and deployments, ensuring ongoing accuracy and efficiency.
  • Final assessment – Validate your CPQ expertise through comprehensive practice tests and a final assessment.

Other DevOps Launchpad courses you might be interested in

FAQs

What is DevOps Launchpad?

DevOps Launchpad is a free training platform packed with courses and resources for anyone in the Salesforce ecosystem looking to upskill in Salesforce DevOps.

The certifications, courses, and quizzes on DevOps Launchpad are curated by experts in the field from Gearset, the leading DevOps platform for Salesforce. But the majority of content on DevOps Launchpad is all vendor-neutral, and useful for anyone learning more about Salesforce DevOps.

Who is DevOps Launchpad for?

Anyone involved in any aspect of the build, test and release cycle for Salesforce – it doesn’t matter if you’re brand new to the ecosystem or more experienced in Salesforce development.

Our courses are designed to upskill everyone in DevOps, regardless of role. Whether you’re an admin, a developer, an ISV partner or a technical architect, there’s something here for you.

How do I complete courses and get certificates?

DevOps Launchpad courses are broken down into modules. To finish a module, you usually complete a quiz to test your knowledge with multiple-choice questions. Once you finish all the modules in a course, you’ll earn a certificate which can be downloaded and saved to your resume, or shared on your social profiles.

How do I navigate the platform?

Click the Courses tab to see the courses and certification tracks that you’ve enrolled for. This page will be blank until you choose courses in the library. If you want to return to a course in progress or one that you’ve previously completed, head to this page.

The Results tab shows your progress through the courses you’ve completed, including any certifications and test results. It’s a great way to track your learning journey and see the skills you’re building.

The Library is where you can browse courses and enrol to continue building your skillset. Once you enrol for a course, it’ll be added to your courses page and you can start working through it.

How do I access my account?

You can access DevOps Launchpad in different ways:

Do I have to complete the Gearset for CPQ course all in one go?

No, you can take modules and courses in your own time. Your progress will be saved, so you can come back whenever suits your schedule!

Do I get a certificate for the Gearset for CPQ course?

You will receive a certificate for each course that you complete. After you have completed all the courses and the final assessment, you will be awarded the official final certification.

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