Introduction of the Course

The Salesforce CPQ Corporate Training by Netskill is designed for sales, operations, and Salesforce professionals looking to streamline the sales cycle through automation and configuration intelligence.

Salesforce CPQ is a powerful sales tool that helps companies configure complex products, apply accurate pricing, generate professional quotes, and integrate seamlessly with Salesforce CRM. This course covers every aspect — from setup to customization, pricing rules, discounting policies, and advanced automation — with practical examples and industry scenarios.

Delivered through Netskill LMS, the course ensures hands-on exposure with sandbox labs, interactive sessions, and certification-based learning outcomes aligned with Salesforce’s best practices.

Courses: Instructor-Led, In-Person, or Self-Paced

Netskill offers flexible corporate learning formats to match every organization’s training preference:

• Online Instructor-Led Training: Real-time classes with certified Salesforce CPQ trainers and interactive demonstrations.
• In-Person Training: On-site corporate sessions with guided labs and hands-on exercises.
• Self-Paced Training on Netskill LMS: Access to HD course videos, quizzes, gamified progress tracking, and certification modules.

All course materials, projects, and recordings are available on Netskill LMS, allowing learners to review lessons, attempt assessments, and track their certification progress.

Target Audience for Corporate Salesforce CPQ Courses

This course is ideal for:

• Sales Representatives and Account Managers
• Salesforce Administrators and Consultants
• Revenue Operations and Sales Operations Teams
• Pricing Analysts and Business Analysts
• IT and CRM Managers responsible for sales automation

What Are the Modules Covered

Module 1: Introduction to Salesforce CPQ

• Overview of CPQ in Salesforce ecosystem
• Understanding key components: Products, Price Books, Quotes, and Contracts
• CPQ architecture and data model

Module 2: CPQ Installation and Configuration

• Installing Salesforce CPQ in the Salesforce environment
• User setup and permission configuration
• CPQ package settings and initial configuration

Module 3: Product Configuration and Bundling

• Creating product bundles, options, and rules
• Dynamic product relationships and dependencies
• Using Configuration Rules and Option Constraints

Module 4: Pricing and Discounting Rules

• Overview of pricing methods: List, Cost+, Block, and Contracted Pricing
• Discount schedules, pricing tiers, and rules
• Managing price waterfall and approval workflows

Module 5: Quote Creation and Management

• Generating quotes using guided selling
• Quote templates and customization
• Automating quote approvals and versioning

Module 6: Quote-to-Contract Process

• Converting quotes to contracts and orders
• Renewal management and subscription-based pricing
• Integrating with Salesforce Billing

Module 7: Advanced CPQ Features

• Custom scripting and formula fields
• Product Rules, Price Rules, and Advanced Approvals
• Integration with DocuSign, Conga, and external pricing systems

Module 8: CPQ Analytics and Reporting

• Creating dashboards for quoting efficiency and sales performance
• Key CPQ metrics (conversion rate, deal velocity, average discount)
• Leveraging Salesforce Reports for pipeline forecasting

Module 9: Integration and Automation

• Integrating CPQ with CRM, ERP, and Marketing systems
• Using APIs and automation tools for CPQ workflows
• Best practices for scalability and performance

Module 10: Real-World Project and Certification Preparation

• End-to-end CPQ project simulation
• Case-based exercises on product configuration and pricing
• Netskill Salesforce CPQ Certification exam preparation

Importance of Salesforce CPQ Training

For modern sales organizations, speed, accuracy, and automation are key differentiators. Salesforce CPQ enables teams to generate accurate quotes, manage complex product configurations, and accelerate deal closures.

Corporate Salesforce CPQ training helps your teams:

• Reduce quote errors and approval delays
• Automate pricing and discount rules
• Ensure consistent sales and revenue processes
• Integrate sales and billing workflows for efficiency
• Increase revenue predictability through automation

Well-trained CPQ professionals can significantly improve your organization’s quoting speed and sales productivity.

Training Skills and Competencies for Employees

Upon completion of the training, participants will be able to:

• Configure and manage Salesforce CPQ environments
• Automate pricing, discounting, and approvals
• Generate accurate quotes and manage renewals
• Customize CPQ templates and workflows
• Integrate CPQ with CRM and Billing systems

Netskill Approach to Salesforce CPQ Training

At Netskill, we emphasize hands-on learning and business relevance:

• Gamified Learning Outcomes: Earn badges and points for completing modules and projects.
• Hands-On Labs: Work in Salesforce sandboxes to configure live CPQ environments.
• Scenario-Based Learning: Apply skills to industry-specific case studies.
• Expert-Led Sessions: Delivered by certified Salesforce CPQ consultants.
• Continuous LMS Support: Access recordings, quizzes, and assignments on Netskill LMS 24/7.

This holistic approach ensures your sales teams can implement and optimize CPQ processes with real-world proficiency.

Why Choose Netskill as Your Salesforce CPQ Training Partner?

• Salesforce-Certified CPQ Trainers with extensive project experience
• Comprehensive Curriculum covering all CPQ functionalities from setup to automation
• Flexible Learning Options: Online, In-Person, or Self-Paced on Netskill LMS
• Gamified and Interactive Learning: Drives engagement and completion rates
• Corporate Customization: Tailored learning paths for your sales operations
• Certification Aligned: Includes Netskill Salesforce CPQ Certification and guidance for official Salesforce CPQ Specialist exams

With Netskill, your organization’s sales teams become proficient in delivering faster quotes, better pricing accuracy, and improved deal velocity — driving measurable business growth.