Comprehensive Curriculum
Gain in-depth knowledge and practical skills in Salesforce CPQ
Expert Guidance
Learn from industry professionals with real-world experience
Career Growth
Boost your career prospects with a recognized certification
What you'll learn
Product Configuration & Bundling
You will learn how to assemble complex product bundles (with options, features, and rules) so customers can only buy valid combinations.
Pricing & Discounting Logic
You will master the "Pricing Waterfall" (list, sales, user, partner prices) and learn how to control discounts with approval limits and rules.
Quote-to-Doc Automation
You will learn how to automate the generation of professional PDF quotes and contracts directly from Salesforce with a single click.
What you'll learn
Product Setup & Bundling
Learn to build product catalogs, create multi-product bundles, and enforce selection rules to prevent invalid configurations.
Pricing Engines & Discounts
Master discounting strategies, volume pricing, and approval workflows to ensure profitable and controlled quoting.
Quote Generation & Automation
Automate PDF quote generation, streamline the approval process, and manage amendments and renewals efficiently.
What you'll learn
Product Selection & Guided Selling
Learn to set up product bundles and selection rules that guide reps to sell the right products together.
Discount Controls & Approvals
Master basic discounting logic and how to trigger approval workflows when reps exceed discount thresholds.
Quote Generation
Automate the creation of professional PDF quotes and contracts directly from Salesforce.
Wo needs to attend this workshop?
Primary Audience: * Salesforce Admins – To add CPQ configuration to their skillset * Sales/Revenue Operations – To automate quotes, pricing, and approvals * Business Analysts & Consultants – To bridge business needs with technical setups * IT/CRM Managers – To oversee CPQ projects and maintenance Others Who Benefit: *Power Users wanting deeper system knowledge *Sales Reps looking to understand pricing logic *Pricing Analysts managing discount strategies *Developers needing a foundation before coding Prerequisite: Basic Salesforce experience (like creating fields) is helpful, but some courses accept beginners.
Meet Your Instructor
TBA
Course Curriculum
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1
Introduction to Salesforce CPQ
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(Included in full purchase)
Getting Started with Salesforce CPQ
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(Included in full purchase)
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2
Configuring Products and Pricing
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(Included in full purchase)
Setting Pricing Strategies
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(Included in full purchase)
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3
Managing Quotes and Contracts
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(Included in full purchase)
Handling Contract Management
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(Included in full purchase)
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4
Automating Workflows
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(Included in full purchase)
Using Price Rules for Automation
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(Included in full purchase)
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5
Preparing for the Certification Exam
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(Included in full purchase)
Practice Exam and Review
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(Included in full purchase)
Student Testimonials
Discover how our course is transforming careers and opening doors to new opportunities
After supporting our CPQ implementation for over a year, I decided to get certified to fill the gaps in my knowledge. It was the best thing I could have done. The certification process connected all the dots for me, especially around product rules and renewals. Now, I don't just troubleshoot issues; I architect solutions. It's given me the confidence to lead strategic conversations and has officially made me the subject matter expert on my team.
Earning my CPQ Specialist certification was the career boost I needed. As an admin, I went from managing user requests to being the go-to expert for our most critical revenue system. The exam was challenging, but the hands-on practice in a dev org made all the difference. I immediately gained credibility with our sales and finance teams, and it solidified my value within the company.
For a consultant, trust is everything. The Salesforce CPQ Specialist credential is a powerful signal to our clients that we possess deep, validated expertise. Passing this demanding exam required me to move beyond routine configurations and truly master the platform's intricacies. It has become our practice's most valuable credential, directly helping us win new business and deliver more robust, scalable solutions for our clients.
NextEd Training Academy: Cancellation & Refund Policy for Live Instructor-Led Workshops
1. Policy Overview At NextEd Academy, we are committed to delivering high-quality, live instructor-led training. To ensure great experience for all participants and to manage course enrollment, instructor scheduling, and resource allocation effectively, we have established the following policy. Enrollment on any course constitutes agreement to these terms. 2. Course Rescheduling by the Academy We reserve the right to reschedule or cancel a course due to low enrollment or unforeseen circumstances. If we must reschedule or cancel: • You will be notified at least 5 business days prior to the course start date. • You will have the option to transfer your enrollment to the next available session or receive a full 100% refund. 3. Student Cancellation & Refund Policy Because seats in our live workshops are limited and reserved, the following policy applies: • Full Refund: Cancellations received more than 10 business days before the course start date is eligible for a full refund. • Partial Refund/Credit: Cancellations received 5 business days before the start date is eligible for a 50% refund OR a 100% credit toward a future course. • No Refund: After the course has commenced, we are not eligible for a refund. You will, however, receive full course materials. 4. Missed Live Sessions (For Multi-Day Courses) We understand you might miss a single session within a multi-day course. • Recorded Sessions: All live sessions are recorded. If you miss a session, you will be provided with a link to the recording for review. • Make-up Session: Depending on trainer availability, you may be allowed to attend the same session in a parallel running cohort (if one exists) to make up for the missed class. This is offered on a best-effort basis and is not guaranteed. 5. Transfer Policy We offer more flexibility with transfers than with cancellations to keep you on your learning path. • You may transfer your registration to another person at no cost, provided you notify us at least 3 business days before the course starts. • You may transfer your own registration to a future session of the same course once, if requested more than 8 business days before the original start date. Transfers requested after this period may incur a re-booking fee of 15% of the course cost. 6. Exceptions for Extenuating Circumstances Exceptions to this policy may be considered on a case-by-case basis for documented, serious circumstances such as: • Medical Emergency: A serious personal illness or injury (a doctor's note may be required). • Family Bereavement: The death of an immediate family member. • Significant Unforeseen Event: Other critical circumstances as determined at the sole discretion of the Academy management. In such cases, we will work with you to provide course credit or a partial/full refund.
Ready to Begin Your Salesforce CPQ Journey?
Enroll now and take the first step towards a rewarding career in tech.