Simplus Academy

CPQ 101 Orientation

Presented by Simplus Master Instructor.

What is CPQ 101 Orientation?

From VP to Sales representative, CPQ Orientation is a great starting point for anyone interested in learning more about Salesforce CPQ. However, the ideal audience should include your company’s Salesforce Administrator, Primary sponsor, Project Manager/Team, change champion or Leadership Coalition.

  • Learn the basics of Salesforce CPQ, Configure-Price-Quote
  • Gain familiarity with the vocabulary & concepts to start speaking the language of CPQ
  • Valuable at any stage of your project, but most effective and recommended for those starting or about to start a CPQ implementation project

  • See the power and benefits that the CPQ tool can provide to your organization
  • Position yourself to become a valuable stakeholder on your project
  • Enter the next phase of your project with confidence and baseline knowledge

Simplus Training Offerings:

CPQ 101 Orientation is a high-level overview of the CPQ vocabulary and concepts. This course will cover:

  • High-level overview of Salesforce CPQ navigation and capabilities
  • Basic concepts, vocabulary and terminology
  • Creating Opportunity and Quote records
  • Adding Products and applying various types of pricing discounts
  • Basic Approval workflows and triggers
  • Quote Document Generation
  • Basic Dashboards and Reporting

CPQ training bootcamp
The class is open enrollment and runs on the 15th and 30th of every month

*This class is a 4 hour webinar format class that will be taught
9:00 A.M. – 1:00 P.M. Mountain Standard Time.