Developing on Salesforce

Intermediate

Admin, Developer, and Team Leader

Salesforce CPQ

Learn to configure, price, and quote efficiently for optimized sales processes with the Salesforce CPQ course.

A Salesforce DevOps course

Course introduction

The Salesforce CPQ course is your first step toward mastering the configuration, pricing, and quoting tools at the heart of Salesforce CPQ. This beginner to intermediate‑level course introduces essential CPQ concepts, giving you hands‑on experience building sophisticated quotes, managing pricing strategies, and deploying CPQ solutions effectively.

Whether you’re an admin, intermediate developer, or team leader looking to streamline quoting processes, enhance pricing accuracy, or boost operational efficiency, this course will equip you with the practical knowledge to deliver robust Salesforce CPQ implementations.

Who is the Salesforce CPQ course for?

Admins, Developers, Team Leaders

This course is ideal for Salesforce professionals who want a structured pathway to mastering Salesforce CPQ. If you’re managing complex quoting processes or configuring pricing solutions, this course will enhance your capabilities and build your confidence quickly.

What you’ll achieve with the Salesforce CPQ course

  • Set up and navigate the Salesforce CPQ platform with confidence
  • Build and manage bundles, product rules, and advanced product configurations
  • Implement sophisticated pricing models including discount schedules and block pricing
  • Create professional, multi‑currency quote templates and streamline approval workflows
  • Deploy CPQ solutions effectively, maintaining data integrity and object relationships
  • Monitor and optimise CPQ performance using Salesforce reports and dashboards
  • Gain the knowledge required to confidently prepare for CPQ specialist assessments

What the Salesforce CPQ course includes

This course goes beyond theory, delivering practical insights and real‑world scenarios to accelerate your Salesforce CPQ expertise.

Here’s what you’ll gain by completing this course:

  • Platform fundamentals — Clearly understand the Salesforce CPQ object model, package components, and data flows, providing the foundation needed for effective CPQ implementations.
  • Advanced configuration skills — Master complex product bundling, guided selling, product rules, and attribute‑driven configurations to support your business needs.
  • Pricing strategy expertise — Learn to effectively manage price books, discount strategies, subscription pricing, and complex pricing rules to drive accuracy in all quoting scenarios.
  • Professional quoting techniques — Design and automate branded quote templates, multi‑currency proposals, approval processes, and generate professional documents quickly and accurately.
  • Robust data management practices — Manage CPQ metadata and relational data migrations safely between environments, ensuring consistent and accurate quoting processes.
  • Analytical capability building — Use CPQ reports and dashboards to track performance, identify improvements, and make data‑driven decisions to enhance quoting operations.
  • Deployment best practices — Master CPQ metadata migrations, change management, and release strategies to deliver safe, repeatable deployments.
  • Official 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.

Salesforce CPQ course content

  • CPQ platform fundamentals – Understand and configure CPQ objects, package settings, and permissions to establish a strong foundation for implementation.
  • Product configuration essentials – Build, manage, and optimise product bundles, rules, and guided selling for scalable and dynamic configurations.
  • Pricing mechanics – Design and implement advanced pricing strategies using discount schedules, pricing rules, subscriptions, and multi‑currency models.
  • Quote generation and document output – Automate professional quote documents, manage approvals, and streamline quote versions and e‑signature workflows.
  • Advanced CPQ features – Handle renewals, amendments, and integrations with APIs to support complex quoting scenarios and extensibility.
  • Data management and analytics – Execute secure metadata and data migrations, build reports and dashboards, and support continuous optimisation.
  • Deployment and environment strategy – Plan, validate, and manage CPQ deployments across environments, ensuring stability and scalability.
  • Final assessment – Apply everything you’ve learned in a comprehensive scenario‑based evaluation designed to validate your readiness for real‑world CPQ implementations.

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 Salesforce 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 Salesforce 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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