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Trail
Learn Salesforce CPQ Admin Fundamentals
Help your sales team create quotes quickly and accurately with Salesforce CPQ.
10 hrs 10 mins
Modules and projects (5)
Configurable Bundles in Salesforce CPQ
Learn how to create bundles of products using Salesforce CPQ.
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In ProgressLearn About Configuration in the Sales Process~ 25 mins
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In ProgressControl the Configuration Experience~ 10 mins
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In ProgressUse Product Options to Construct Bundles~ 30 mins
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In ProgressDetermine How Bundled Quote Lines Behave After Configuration~ 10 mins
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In ProgressUse Features to Organize Options~ 25 mins
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In ProgressChange the Feature User Experience~ 25 mins
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In ProgressLearn About Configured Code and Description~ 25 mins
Create a Home Security Bundle with Product Rules
Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.
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In ProgressSign Up for a Trailhead Playground with Salesforce CPQ~ 10 mins
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In ProgressCreate a Configurable Bundle with Options and Features~ 15 mins
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In ProgressCreate an Alert Product Rule~ 15 mins
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In ProgressCreate a Selection Product Rule~ 15 mins
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In ProgressCreate a Validation Product Rule Using a Summary Variable~ 15 mins
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In ProgressGet Started with Salesforce CPQ for Pricing~ 25 mins
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In ProgressIdentify Exceptions to Standard Pricing~ 10 mins
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In ProgressImplement Block Pricing~ 25 mins
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In ProgressImplement the Percent Of Total Pricing Method~ 30 mins
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In ProgressImplement Option Pricing Within Bundles~ 25 mins
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In ProgressConfigure Cost Plus Markup Pricing~ 10 mins
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In ProgressCreate Account-Based Contracted Pricing~ 25 mins
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In ProgressEnable Manual Overrides~ 10 mins
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In ProgressUse Salesforce CPQ for Discounting~ 25 mins
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In ProgressExplore Discount Options Within Bundles~ 10 mins
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In ProgressSet Up Volume-Based Discount Schedules~ 30 mins
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In ProgressConfigure Quantities for Discount Schedules~ 10 mins
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In ProgressFilter Discount Schedules by Records and Fields~ 25 mins
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In ProgressOverride Volume-Based Discounts~ 25 mins
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In ProgressApply Manual Discounts~ 10 mins
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In ProgressConfigure Partner and Distributor Discounts~ 10 mins
Simplify Home Security Subscription Renewals
Generate orders, contracts, and renewal opportunities with Salesforce CPQ.
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In ProgressSign Up for a Trailhead Playground with Salesforce CPQ~ 15 mins
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In ProgressCreate a Quote with Subscription Products~ 15 mins
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In ProgressGenerate Orders, Assets, Contracts, and Subscriptions~ 15 mins
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In ProgressGenerate a Renewal Opportunity for Forecasting~ 15 mins
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In ProgressAmend a Contract~ 15 mins
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In ProgressCreate a Quote for a Renewal Contract~ 10 mins
About this trail
Help your sales team create quotes quickly and accurately with Salesforce CPQ.