Learn Salesforce with GradX

Salesforce CPQ
- Join the Next Cohort of CPQ

4.9 from 1500+ reviews
- 6-8 Weeks of Live Online / Classroom Session
- Real-Time Handson Projects To Gain Industry Experience
- Practical Assignments On Business Use Cases
- 1-On-1 Doubt Sessions & Personalised Mentorship
- Lifetime Access To The Study Material
- Get Mentorship and Expert Guidance from Industry Experts
Learning format
Online/ Offline
Duration
8 weeks
Learning Pattern
Live Lectures
Recordings
Lifetime Access
Learn from the top 1% instructors and mentors from leading tech companies






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Rockstar Developer
Getting into the Course
Salesforce CPQ
This course provides a comprehensive understanding of Salesforce CPQ (Configure, Price, Quote) and its application in automating and optimizing sales processes. Participants will learn to configure CPQ settings, manage pricing, create quotes, and integrate CPQ with Salesforce Billing and ERP solutions. The course includes real-world scenarios, hands-on projects, and guidance on certification preparation to ensure learners gain industry-ready expertise.
Enroll today and start your journey to becoming a Salesforce expert!
What you’ll learn


Course Details
Module 1: Introduction & Salesforce Admin Essentials for CPQ
- What is Salesforce CPQ?
- Importance of CPQ in Business
- Overview of Quote-to-Cash (QTC) Process
- Understanding CPQ Architecture
- CPQ vs. Standard Salesforce Pricing
- Salesforce Object Model Overview
- Custom vs. Standard Objects
- Relationships (Lookup, Master-Detail, Junction Objects)
- Validation Rules & Formula Fields
- Workflow Rules & Process Builder
- Approval Processes
- Reports & Dashboards for Sales Teams
- Sales Cloud Overview
- Lead & Opportunity Management
- Products, Price Books & Quotes
- Contract & Order Management
Module 2: CPQ Configuration & Pricing Strategies
- Installing & Configuring CPQ Package
- Navigating CPQ App & Tabs
- Setting Up Products, Price Books & Pricing Rules
- Configuring CPQ Users and Permissions
- Understanding CPQ Data Model
- Creating Standalone & Bundle Products
- Product Rules: Validation, Selection, and Alert Rules
- Product Options & Features
- Dynamic Bundles & Nested Bundles
- Guided Selling Configuration
- CPQ Pricing Methods: List, Cost, Block & Tiered Pricing
- Discount Schedules & Volume Discounts
- Price Rules: Automating Pricing Adjustments
- Contracted Pricing & Special Pricing Scenarios
- Proration & Subscription Pricing
Module 3: Quote, Approvals & Contract Management
- Quote Templates & Customization
- Quote Line Editor Overview
- Multi-Dimensional Quoting (MDQ)
- Grouping & Sorting Quote Lines
- Quote Calculations & Quote Line Fields
- CPQ Advanced Approvals
- Setting Up Approval Workflows
- Automated Approvals with Conditions
- CPQ Document Generation & Output Document Templates
- Amendments & Renewals in CPQ
- Generating Orders from Quotes
- Contract Lifecycle Management
- Subscription Management
- Co-Termination & Amendments
Module 4: Integrations, Real-world Scenarios & Career Support
- Integrating CPQ with Salesforce Billing
- CPQ & ERP Integration
- Best Practices for CPQ Implementation
- CPQ Performance Optimization Tips
- End-to-End CPQ Implementation
- Custom Use Cases for CPQ
- Debugging & Troubleshooting CPQ Issues
- CPQ Certification Preparation & Exam Tips
- CPQ Interview Questions & Answers
- Resume Building for CPQ Roles
- Real-world Projects & Case Studies
- 100% Placement Support & Career Guidance
Where can you get job ?





















Getting into the Course
Salesforce CPQ
Enroll today and start your journey to becoming a Salesforce expert!
What you’ll learn


Course Details
Module 1: Introduction & Salesforce Admin Essentials for CPQ
- What is Salesforce CPQ?
- Importance of CPQ in Business
- Overview of Quote-to-Cash (QTC) Process
- Understanding CPQ Architecture
- CPQ vs. Standard Salesforce Pricing
- Salesforce Object Model Overview
- Custom vs. Standard Objects
- Relationships (Lookup, Master-Detail, Junction Objects)
- Validation Rules & Formula Fields
- Workflow Rules & Process Builder
- Approval Processes
- Reports & Dashboards for Sales Teams
- Sales Cloud Overview
- Lead & Opportunity Management
- Products, Price Books & Quotes
- Contract & Order Management
Module 2: CPQ Configuration & Pricing Strategies
- Installing & Configuring CPQ Package
- Navigating CPQ App & Tabs
- Setting Up Products, Price Books & Pricing Rules
- Configuring CPQ Users and Permissions
- Understanding CPQ Data Model
- Creating Standalone & Bundle Products
- Product Rules: Validation, Selection, and Alert Rules
- Product Options & Features
- Dynamic Bundles & Nested Bundles
- Guided Selling Configuration
- CPQ Pricing Methods: List, Cost, Block & Tiered Pricing
- Discount Schedules & Volume Discounts
- Price Rules: Automating Pricing Adjustments
- Contracted Pricing & Special Pricing Scenarios
- Proration & Subscription Pricing
Module 3: Quote, Approvals & Contract Management
- Quote Templates & Customization
- Quote Line Editor Overview
- Multi-Dimensional Quoting (MDQ)
- Grouping & Sorting Quote Lines
- Quote Calculations & Quote Line Fields
- CPQ Advanced Approvals
- Setting Up Approval Workflows
- Automated Approvals with Conditions
- CPQ Document Generation & Output Document Templates
- Amendments & Renewals in CPQ
- Generating Orders from Quotes
- Contract Lifecycle Management
- Subscription Management
- Co-Termination & Amendments
Module 4: Integrations, Real-world Scenarios & Career Support
- Integrating CPQ with Salesforce Billing
- CPQ & ERP Integration
- Best Practices for CPQ Implementation
- CPQ Performance Optimization Tips
- End-to-End CPQ Implementation
- Custom Use Cases for CPQ
- Debugging & Troubleshooting CPQ Issues
- CPQ Certification Preparation & Exam Tips
- CPQ Interview Questions & Answers
- Resume Building for CPQ Roles
- Real-world Projects & Case Studies
- 100% Placement Support & Career Guidance
Course Details




















Meet Your Coaches
100+ Hours Of 1 On 1 Live Coaching With Top Industry Experts Mentors
Shubham Shendre
7+ years Experience in SFDC
Shubham Shendre is the founder of GradX and a Salesforce expert with7+ years of experience. He has led impactful masterclasses on Salesforce and contributed to the Salesforce ecosystem through his expertise in Sales, Service, and Marketing Cloud.

Vaibhav Bode
7+ years Experience in SFMC
Vaibhav Bode has over seven years of experience in Salesforce Marketing Cloud, specializing in designing impactful marketing solutions. He is known for his expertise in SFMC and for driving success through personalized customer engagement strategies.

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See How Mahendra got 22 LPA (300%) Hike with GradX Preparation Plan
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While we’re confident in the effectiveness of our training and the skills you’ll gain, we don’t offer guaranteed job placement. Our primary focus is to equip you with the knowledge, hands-on experience, and industry readiness through comprehensive curriculum, mock interviews, and career guidance. Ultimately, landing your dream job depends on various factors, including your individual efforts, market conditions, and interview performance. However, we’re committed to providing you with all the support and resources needed to ace your job search.
Absolutely! Mock interviews are an integral part of our training program. Regular mock interviews throughout the course simulate real-world scenarios, giving you invaluable practice and feedback on your communication, technical skills, and presentation. This prepares you to confidently face actual interviews and make a strong impression on hiring managers.
- Expert instructors: Our faculty consists of industry professionals with extensive experience who share their knowledge and insights in a practical and engaging manner.
- Dedicated mentors: Get personalized guidance and support from dedicated mentors who will answer your questions, track your progress, and offer tailored advice.
- Active community: Connect with fellow learners and instructors through online forums, discussions, and networking events. Share experiences, support each other, and build valuable connections.
- Career services: We guide you through the entire job search process, from resume writing and interview preparation to connecting you with industry opportunities.
We believe in lifelong learning, so once you enroll with GradX Academy, you get lifetime access to all the course materials, including videos, presentations, exercises, and practice tests. This allows you to revisit the content at any time, refresh your memory, and continue honing your skills even after completion.


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