Salesforce CPQ Online Training Course
Salesforce CPQ Online Training Course is designed to help professionals master the end-to-end quoting process using Salesforce Configure, Price, Quote (CPQ) solutions. This course covers product configuration, pricing methods, discount rules, quote templates, approvals, and contract management. It provides practical knowledge and hands-on experience to automate and streamline complex sales processes. Suitable for sales ops teams, CRM professionals, consultants, and developers, the training prepares you for the Salesforce CPQ Specialist Certification. You’ll gain skills in bundling products, setting up pricing models, managing subscriptions, and creating dynamic quotes. With real-time projects, guided exercises, and expert-led sessions, learners can confidently implement CPQ in real business environments. Whether you’re looking to grow your Salesforce skill set or advance your career in sales automation, this training offers everything needed to become job-ready and competitive in the CRM market.
Course Overview – Salesforce CPQ Online Training Course
The Salesforce CPQ Online Training Course is a specialized program designed to provide a deep understanding of the Configure, Price, Quote (CPQ) application within the Salesforce ecosystem. This training helps professionals automate and streamline the quoting process, improve sales accuracy, and accelerate deal closures.
The Salesforce CPQ Online Training Hyderabad begins with the fundamentals of CPQ, gradually advancing to complex topics such as product configuration, pricing models, discount rules, quote templates, approval processes, and contract management. You’ll also learn how to create bundled products, apply pricing strategies, and generate accurate, professional quotes.
Through real-time projects, practical use-cases, and guided hands-on sessions, learners will gain the skills necessary to implement Salesforce CPQ in real-world environments. The course is ideal for Salesforce administrators, developers, sales operations professionals, and consultants. It also prepares you for the Salesforce CPQ Specialist Certification, enhancing your job prospects and enabling you to support dynamic sales processes in any organization.
Salesforce CPQ Online Training Course – Course Curriculum
Understand the purpose of CPQ in sales processes
Explore the full quote-to-cash lifecycle
Learn how CPQ integrates with Salesforce CRM
Overview of CPQ modules and core features
Identify industries and roles that use Salesforce CPQ
Understand CPQ licensing and system requirements
Compare CPQ with standard Salesforce quoting tools
Set up initial configuration and navigation in CPQ
Learn how to create individual and bundled products
Set up product features, option groups, and constraints
Configure attributes for custom user inputs
Use selection rules to automate option behavior
Define product relationships (inclusion, exclusion, dependency)
Understand guided selling setup for ease of product selection
Learn how to clone and reuse product bundles
Practice real-time scenarios for complex product configurations
Understand Salesforce CPQ pricing architecture
Create and manage Price Books
Configure block pricing and tiered discounts
Set up cost-based pricing with markup rules
Define percent-of-total pricing and contracted pricing
Use pricing rules to automate value changes
Manage discount schedules and approval thresholds
Apply pricing conditions based on user or account type
Learn how to create quotes from Salesforce opportunities
Use the Quote Line Editor to add and edit products
Sync quotes with account and opportunity records
Customize quote templates for branded documents
Add quote terms and conditions to proposals
Manage quote revisions and versioning
Automate tax, shipping, and currency calculations
Preview, generate, and send PDF quote documents
Set up discounting permissions and limits per profile
Configure automatic approval rules based on thresholds
Create multi-level approval chains
Automate alerts and notifications for approvers
Define quote conditions that trigger approval requests
Enable manager and finance approval levels
Track discount history and audit logs
Ensure compliance with corporate pricing policy
Convert quotes into customer contracts
Set up subscription-based product models
Configure usage-based pricing and renewals
Manage contract terms and auto-renewals
Amend contracts with add-ons and upgrades
Track asset lifecycle from sales to post-sale
Use amendments to reflect changes over time
Build automated renewal opportunities and alerts
Use product and price rules to drive logic-based automation
Implement guided selling with dynamic filters
Create twin fields for syncing custom objects
Configure lookup queries for custom data fetching
Automate quote approval with workflow rules
Customize CPQ behavior with quote calculators
Integrate Salesforce CPQ with billing tools
Apply business logic using advanced conditions and triggers
Implement an end-to-end quote-to-cash process in a live project
Analyze requirements and translate them into CPQ configuration
Practice with real-world case studies and scenarios
Simulate client-side issues and solve them hands-on
Review key topics for CPQ Specialist certification
Attempt mock tests and review answers in detail
Get exam strategy tips and common pitfalls to avoid
Participate in Q&A and feedback sessions with instructors
Who is Eligible for the Salesforce CPQ Online Training Course
The Salesforce CPQ Online Training Hyderabad is designed for a wide range of learners, from beginners to experienced professionals. Whether you’re starting your Salesforce journey or aiming to specialize in quote automation and sales processes, this course fits various backgrounds:
Salesforce Admins and Developers – Professionals who already work with Salesforce and want to add CPQ skills to their portfolio.
CRM Professionals – Those working in customer relationship management who want to automate and optimize quoting processes.
Business Analysts – Individuals who analyze sales workflows and need to design better quote-to-cash solutions.
Sales Operations Executives – Professionals managing pricing, discounts, and approvals across sales teams.
Functional Consultants – Salesforce or CRM consultants looking to expand their expertise in CPQ implementation.
IT Professionals and System Integrators – Those involved in CRM integrations, product setups, or sales automation.
Graduates or Job Seekers – Freshers or career changers with basic knowledge of Salesforce or CRM tools who want to enter the Salesforce domain.
Project Managers and Pre-Sales Teams – Individuals involved in client requirements, proposal generation, and managing the sales lifecycle.
Benefits of Salesforce CPQ Online Training Course
The Salesforce CPQ Online Training Hyderabad offers valuable benefits for professionals looking to enhance their Salesforce expertise and excel in sales automation roles. This course provides a practical, career-focused learning experience that helps you stand out in today’s competitive job market.
Master the Quote-to-Cash Process
Gain end-to-end knowledge of how businesses configure products, apply pricing, and generate accurate quotes with automation.Boost Career Opportunities
Open doors to high-demand roles such as CPQ Consultant, CPQ Developer, or Salesforce Solution Architect.Hands-On Learning Experience
Work on real-time projects and case studies to apply your skills in practical business scenarios.Certification-Oriented Curriculum
Get fully prepared for the Salesforce CPQ Specialist Certification, which adds strong value to your professional profile.No Coding Required
Learn to configure powerful solutions using clicks, not code—perfect for non-technical professionals.In-Demand Skill Set
Become proficient in one of the most sought-after Salesforce modules used by top global companies.Flexible Learning Format
Learn at your own pace through online sessions, recorded videos, and interactive labs.Better Implementation Confidence
Understand not just how to use CPQ—but when, where, and why—to make smart sales process decisions for any organization.
Job Roles After Completing Salesforce CPQ Online Training Course
Salesforce CPQ Developer
Build and customize CPQ features, manage configurations, pricing rules, product bundles, and automate quoting workflows.Salesforce CPQ Consultant
Work with clients to gather requirements, design CPQ solutions, implement best practices, and improve the quote-to-cash process.Salesforce Administrator (with CPQ expertise)
Manage Salesforce instances with CPQ functionalities, maintain system health, and support sales teams.CPQ Business Analyst
Analyze sales and pricing processes, design CPQ workflows, and bridge the gap between business and technical teams.Solution Architect – Salesforce CPQ
Lead CPQ architecture, oversee implementations, and align CPQ solutions with business goals.Sales Operations Specialist
Oversee pricing, approvals, and quoting systems across the sales team using CPQ for greater efficiency and accuracy.CRM Functional Consultant
Provide end-to-end CRM and CPQ configuration and process automation services for clients across industries.Pre-Sales Engineer / Proposal Specialist
Use CPQ to prepare detailed proposals, accurate quotes, and solution documents during the sales cycle
Frequently Asked Questions (FAQs) – Salesforce CPQ Online Training Course
1. What is Salesforce CPQ?
Salesforce CPQ (Configure, Price, Quote) is a sales tool that helps companies quickly and accurately generate quotes for orders. It streamlines product configuration, pricing, and approvals.
2. Who should take this course?
This course is ideal for Salesforce Admins, Developers, Business Analysts, Functional Consultants, Sales Ops professionals, and anyone interested in sales automation.
3. Do I need to know coding to learn Salesforce CPQ?
No. Most configurations in Salesforce CPQ are done using declarative tools—no coding is required.
4. Is this course suitable for beginners?
Yes. The training covers basics to advanced concepts, making it suitable for both beginners and experienced professionals.
5. Will I get hands-on experience?
Absolutely. The course includes real-time project work, case studies, and practical exercises to ensure hands-on learning.
6. Does the course help with certification?
Yes. The training is aligned with the Salesforce CPQ Specialist Certification and includes exam preparation tips and practice questions.
7. What job roles can I apply for after this training?
You can apply for roles like CPQ Developer, CPQ Consultant, Salesforce Admin, Business Analyst, and Sales Operations Specialist.
8. How long is the course duration?
Typically, the course takes 4 to 6 weeks, depending on whether it’s taken full-time or part-time.
9. Will I receive study materials and recordings?
Yes. Most training providers offer full access to learning materials, session recordings, and project files.
10. Is placement assistance provided?
Some institutes offer job support, resume help, mock interviews, and job referrals.
11. Can I take the course online?
Yes. The course is available in live instructor-led online sessions and can also be accessed in recorded formats.
12. What are the prerequisites for joining this course?
Basic Salesforce knowledge is helpful but not mandatory. Anyone with an interest in CRM and sales automation can join.