Salesforce CPQ (Configure, Price, Quote) is an essential Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. (Salesforce CPQ Managed Package) Required Editions Available in: All CPQ Editions Important Th OVERVIEW Comprehensive and hands-on, this course is essential for CPQ administrators by providing a detailed and in-depth look at Salesforce CPQ and its applications. See what's next Loading Posted 8:28:39 PM. Access the Salesforce CPQ Settings Editor to change settings across the entire package. […] Jan 31, 2024 · Discover the essential steps to streamline your sales cpq implementation. Salesforce CPQ (Configure, Price, Quote) is a quoting tool designed to help businesses automate and streamline their sales processes. The goal of taking this exam is to demonstrate to others that you have the knowledge and skills required to appropriately implement and roll out the CPQ package. New salesforce cpq pricing careers are added daily on SimplyHired. The low-stress way to find your next salesforce cpq pricing job opportunity is on SimplyHired. Learn at your own pace with a learning path designed just for you. Salesforce credentials are a great way to grow your résumé and highlight your skills. Default permission sets consist of the Salesforce CPQ Admin User, Salesforce CPQ User, Salesforce CPQ Partner User, and Salesforce CPQ Customer User sets. Role: Senior Salesforce Administrator Type: 6-Month Contract-to-HireMUST BE ELIGIBLE TO WORK IN THE…See this and similar jobs on LinkedIn. Quote prices with precision using Salesforce CPQ pricing tools. What is CPQ? Salesforce CPQ (Configure, Price, Quote) is a tool that helps sales teams quickly generate accurate quotes for complex products or services by automating the quoting process. Help sales reps create quotes for complex, interrelated products with Salesforce CPQ. " References: Salesforce CPQ Implementation Guide Revenue Cloud Product Discovery Setup Guide Salesforce Revenue Cloud Admin Permissions Reference Jan 10, 2023 · Implementing Salesforce CPQ (Configure, Price, Quote) can be a complex and time-consuming process, but the result – a streamlined, efficient sales process – is well worth the effort. Salesforce CPQ and Salesforce partners provide an online selling platform that connects your resellers and distributors to your own sales processes and resources. (Salesforce CPQ Managed Package) Salesforce CPQ Printed Guides These documents are for admi Use Salesforce CPQ to create, manage, and send your quotes. Use your Salesforce CPQ admin skills to build a solution that meets business requirements. com with the credentials provided. Dec 9, 2024 · Accelerate your sales process with Mirketa’s 8-step Salesforce CPQ implementation guide. Apr 23, 2025 · To really unlock Salesforce CPQ's potential, your CPQ documentation needs to be clear, complete, and consistently maintained. Streamline your sales process with our comprehensive guide to using Salesforce CPQ for effective discount management. Streamline the sales process by customizing product offerings (using the correct configuration), seamlessly generating proposals and quotes, have guided selling The documentation in this developer guide is for the Salesforce CPQ managed package. Sep 12, 2017 · Salesforce CPQ Specialist Certificate Study Guide This page lists materials that are worth to study when you are planning on getting Salesforce CPQ Specialist certification. Learn to build mobile and enterprise apps in the cloud on Salesforce. Sep 29, 2022 · Read the definitive Salesforce CPQ implementation guide and adopt the best practices as defined by CRM experts to get the best out of the platform. Course Description Hands-on foundational training providing you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. Complete guide to Salesforce CPQ for admins, product bundles/rules, CPQ pricing methods, CPQ quote generation and more Discover the power of Salesforce CPQ in our comprehensive guide, exploring benefits, faster sales processes, and seamless CRM integration. Quick facts on requirements, skills validated, exam format, cost, duration, domains, and preparation tips. Learn Salesforce CPQ Admin Fundamentals Help your sales team create quotes quickly and accurately with Salesforce CPQ. Step Action 1 Login to Salesforce. Effective sales process management is a necessity for success in today's fast-paced business world. Automate discounts in CPQ based on volume or bundling. Our study guide will help you understand confusing or difficult concepts from the official Salesforce CPQ Administrator Certification Exam Guide and brush up on your skills – all in a format that’s easy to digest and has been proven to work with thousands of happy customers. Page 2 out of 22 Pages. Having this certification is a key element Certification guide for the Salesforce Certified CPQ Administrator certification (Sales-Admn-202). The Salesforce CPQ learning adventure is here. Reps can choose from a selection of templates delivering a beautifully branded proposal every time. This article outlines ten best practices to optimize Salesforce CPQ implementation, enhance user adoption, and drive sales success. It integrates seamlessly with Salesforce CRM, allowing users to configure products, set prices, apply discounts, and create proposals directly within Salesforce. Oct 31, 2025 · Salesforce CPQ (Configure, Price, Quote) is a cloud-based sales tool that allows companies to create accurate and professional quotes for their products or services. 1 day ago · * Admin Guide - "Setting up Product Discovery for Sales Users":"Add the Product Discovery permission set to ensure visibility of Browse Products and category-based browsing. 2026 Agentblazer Status is coming soon! Get a head start by completing the current trails. The Salesforce CPQ Specialist certification focuses on your knowledge of the Salesforce CPQ platform (formerly known as SteelBrick), it’s object model, capabilities, and administration of key features. Discover advanced approval rules, conditions, variables, chains, email alerts, and smart approvals for Salesforce CPQ. pdf), Text File (. Learn by Product Sales Cloud Service Cloud Marketing Cloud Commerce Cloud Agentforce Salesforce Platform Learn by Role Administrator Developer Architect Marketer Consultant Events Trailblazer Bootcamps Dreamforce TrailblazerDX Certifications Certification Maintenance Certification Verification Change Language Nov 30, 2018 · Salesforce CPQ helps you close complex deals, fast. Thanks for bearing with us as we update your experience! Loading Jan 13, 2026 · Up-To-Date and Free Salesforce-CPQ-Administrator Practice Test Questions at SalesforceExams. Let's walk you through the Salesforce Certified CPQ Certified Administrator exam’s structure, core topics like product configuration, pricing rules, and quote templates, and a hands-on study approach using Trailhead, Sales-Admn-202 exam practice test questions, and a CPQ-enabled Developer Org. The ideal candidate for taking the CPQ Specialist exam is someone who has been actively working with the CPQ package and has hands-on experience. Oct 10, 2025 · Discover how to implement Salesforce CPQ the right way. Streamline your sales today! 8+ years of Salesforce platform experience with a strong focus on Revenue Cloud (CPQ, Billing, RLM). Become skilled at creating accurate sales quotes with Salesforce CPQ. We created them based on the types of permissions that help users in each role perform their tasks in Salesforce CPQ. Salesforce CPQ Study Guide - 2020 - Free download as PDF File (. From getting started to realizing value to resolving issues, Salesforce Help has the support resources you need to achieve success now. Whether you’re an admin, consultant, or CPQ specialist, you’ll learn how to build a focused Jan 2, 2022 · The free Study Guide found in this post can be used together with the tools that Salesforce now provides via Trailhead to study for the exam. (Salesforce CPQ Managed Package) Required Editions Available in: A Sep 12, 2017 · I will note that I did take the CPQ 211 course and while I do not feel it improved my chances of passing the exam, it may have subconsciously provided me additional data. Sep 11, 2018 · This is the Salesforce CPQ Specialist resource guide. Below I outline what it is you should look for when hiring a CPQ Admin. Click to checkout more Oct 4, 2023 · To ensure the success of a Salesforce CPQ configuration project, I advise my customers to follow these 5 steps: Take the time to define the attributes of your products, Choose screens for your sales force, Define your calculations, Define your allocation rules, Only at the very end, draw up your quotation. Transform your sales team’s efficiency today! Nov 22, 2024 · This guide is your roadmap to evaluate readiness for the Salesforce CPQ Specialist Exam. Access docs, tools, tutorials, and more on the Salesforce Developers website. Nov 17, 2025 · Salesforce CPQ and Salesforce partners provide an online selling platform that connects your resellers and distributors to your own sales processes and resources. Nov 3, 2025 · This CPQ201 course provides the essentials for new Salesforce CPQ administrators, and is designed to give them the foundational knowledge and understanding required to successfully configure and manage CPQ systems. Jan 13, 2026 · Up-To-Date and Free Salesforce-CPQ-Administrator Practice Test Questions at SalesforceExams. There are over 247 salesforce cpq pricing careers waiting for you to apply! Preparing to sit for your CPQ Administrator exam? Check out this trailmix that has been curated to help you get exam ready! A mix of essential Admin skills as well as a look into what CPQ is and how we use it to solve client's problems, Prepare your certification with Salesforce-CPQ-Administrator exam questions, expert tips, and free practice test. It is aimed at Salesforce customers, partners, and employees who wish to validate their expertise in designing, building, and managing quoting workflows within the Salesforce CPQ platform. This course is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce CPQ application. Documentation, Tip Sheets, and User Guides can also be accessed through Help & Training. CPQ Specialist Certification Guide & Tips The Salesforce Certified CPQ Specialist certification is a highly sought-after credential for professionals in the realm of Configure, Price, Quote (CPQ). Become skilled at creating accurate sales quotes with Salesforce CPQ. Dec 10, 2025 · Need quick prep for the Salesforce CPQ Administrator exam? Access cheat sheets, dumps, and fast-track guides for 2025 success. You can require approvals when records meet certain c. Boost your score with verified study material! Salesforce CPQ Implementation Handbook: Configure Salesforce CPQ products to close more deals and generate higher revenue for your business (Paperback) Free shipping, arrives in 3+ days Become skilled at creating accurate sales quotes with Salesforce CPQ. Salesforce had just moved the Salesforce CPQ Certification from beta to generally available. The CPQ Console will be your starting point for most of the exercises performed in this course. OVERVIEW Welcome to the User Manual for CPQ Lite Administrator. txt) or read online for free. Jan 1, 2023 · Salesforce CPQ (configure, price, quote), now known as Revenue Cloud, helps your sales reps create accurate quotes for customers, going beyond rudimentary Opportunities Products and Quotes, to sell complex sets of products and bundles. Access rights and restrictions for administrators are regulated based on user types and permission groups. Beginning journey of salesforce with a introduction to CPQ 301 Moved Permanently 301 Moved Permanently cloudflare CPQ 211 is designed for administrators who will be involved in implementing Salesforce CPQ solutions in a customer-facing role; and solution architects, implementation consultants and developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ. Discover how Salesforce CPQ streamlines the sales process by improving quote accuracy and speed. Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. It is their responsibility to configure CPQ to match your business processes as well as maintain and adjust CPQ as Salesforce releases new functionality or as your business processes change. If you’re a Salesforce CPQ admin for a Professional Edition instance, make sure that your org contains the right fields and page layouts. Sep 8, 2018 · Here is how to install Salesforce CPQ package in your Salesforce org. Unfortunately, there were no materials on Trailhead, and only a few articles were available online to learn how CPQ works. Salesforce CPQ quote templates provide layouts for the quote documents that your sales reps send to customers. They prove that you have hands-on experience with Salesforce and give you a competitive edge that leads to new opportunities. From pre-planning to user adoption strategies, learn how to harness the power. We recommend experienced administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation. It contains schemas and informational elements that will help you grasp the theory behind CPQ. You can customize standard quote details such as your logo, company name, and terms and conditions. Students will learn how to customize product and pricing models, configure security roles and profiles, generate billing and document actions, set up automated approval processes Apr 20, 2022 · I began my journey with CPQ (Configure, Price, Quote) in 2017, about a year after Salesforce purchased Steelbrick, which became Salesforce CPQ. This comprehensive guide is designed to assist system administrators in effectively setting up, configuring, and managing the CPQ system to streamline sales processes within your organization. 247 salesforce cpq pricing jobs available. This certification validates your expertise in implementing CPQ solutions and leveraging Salesforce CPQ to meet business requirements. Learn how to streamline quoting, pricing, and closing deals faster with expert insights. The Salesforce Certified CPQ Administrator credential is intended for professionals with experience in implementing the Salesforce CPQ solution. Partner with AllCloud, a leading Salesforce partner and CPQ expert, and enosiX, a partner that specializes in Salesforce to SAP integrations, to create a bridge between Salesforce and SAP, eliminating the need to rebuild the SAP logic in Salesforce. Our step-by-step roadmap helps streamline Quote-to-Cash, improve pricing accuracy, and accelerate sales cycles. Here's the ultimate guide to doing that. Chapter 6: Configuring Guided Selling Chapter 7: Creating Contracts, Amendments, and Renewals Chapter 8: Configuring CPQ Package Settings Chapter 9: The CPQ Data Model and Migration Concepts Chapter 10: Salesforce Billing Chapter 11: Understanding Industries CPQ Scheduled Maintenance: Trailhead, myTrailhead, and Trailblazer Community will be offline January 17, 16:00–20:00 UTC. S. Sep 10, 2020 · The Salesforce CPQ Journey Series A CPQ administrator is a very valuable resource. If you're looking for developer documentation for Revenue Cloud, see Get Started with Revenue Cloud Developer Resources. Highest Pass Rate. I have divided the installation process into three parts as below- Pre-Installation Steps Enable email deliverability to all SAP CPQ User Guide is intended for all end users who want to understand how to create quotes, configure and add products and learn what administrative settings they can manage in the user menu pages. CPQ Administrator Certification Maintenance (Spring ’25) Review Salesforce updates to maintain your CPQ Specialist certification. It outlines the exam format, recommended resources, and exam objectives to ensure you achieve a passing score. Administrators work mainly in the setup part of the system to manage and administer the system for the end users. Hands-on experience with traditional Salesforce CPQ (SteelBrick) and exposure to Revenue Cloud. com. Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ-211) To review online Documentation, Tip Sheets, and User Guides – search for the topics listed in the Exam Outline section of the Exam Guide and study the information related to those topics. Master the Salesforce Certified CPQ Administrator exam with this complete tutorial covering key topics, exam format, and tips for success. It’s also helpful when you update a record several times in one transaction and want triggers to run only on the last iteration. (Salesforce CPQ Managed Package) Get an overview of Salesforce CPQ (Configure, Price, Quote) and see how the sales tool provides accurate pricing with any product scenario. Get Support Learn by Product Sales Cloud Service Cloud Marketing Cloud Commerce Cloud Agentforce Salesforce Platform Learn by Role Administrator Developer Architect Marketer Consultant Events Trailblazer Bootcamps Dreamforce TrailblazerDX Certifications Certification Maintenance Certification Verification Change Language Printable implementation guides for Salesforce Billing admins. CPQ is used to manage the pricing and quoting of complex products and services. See salaries, compare reviews, easily apply, and get hired. The Salesforce CPQ helps sales teams quickly generate accurate quotes by configuring products, applying pricing rules, and creating detailed quotes. 4 APTTUS UNIVERSITY fCPQ Foundations Exercise #1 Navigating to the CPQ Console The CPQ Console allows you to manage most pricing and product functions for Apttus CPQ. Dec 18, 2025 · Disable CPQ Triggers in Apex You can manually disable Salesforce CPQ and Salesforce Billing application logic when you update records. Video t Oct 13, 2025 · Salesforce CPQ Implementation Guide: Step By Step Guide On Integration Salesforce CPQ to Developer Login & Configuring and more. To access the full Salesforce CPQ Specialist Study Guide please click the link below. We recommend new administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation. Salesforce Consulting Services Cost in the USA (2024–2025) See typical costs for Salesforce implementation, development, support & training in the U. Start now! Jun 1, 2020 · New to Salesforce? Lacking CPQ knowledge? Learn the basics of Revenue Cloud CPQ through these 6 Salesforce CPQ Trailhead Modules Discover the power of Salesforce CPQ in our comprehensive guide, exploring benefits, faster sales processes, and seamless CRM integration. The Unofficial Salesforce CPQ Specialist Study Guide (Updated: May 2020) Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. This involves a great […] OVERVIEW Hands-on foundational training providing you with the basic knowledge needed to set up, configure, and maintain a Salesforce CPQ instance, enabling your success with Salesforce CPQ. Access answers and resources to optimize your use of Conga's products. Salesforce Configure-Price-Quote (CPQ) is a sales tool for companies to quickly and accurately generate quotes Mar 10, 2025 · Salesforce CPQ or Configure, Price, Quotes is a tool designed and developed to improve the sales process for businesses with complex or large product catalogs and pricing. Learn about bundles, product rules, pricing, and more. Get price ranges and provider comparisons. 8 Roles In SAP CPQ, you can either have the role of an administrator or an end user. Explore how Salesforce CPQ enhances the quoting process for sales teams, improving accuracy and speed in generating quotes. This process is helpful when you’re updating your own custom field.

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