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LifestyleSalesforce CPQ : Salesforce CPQ Basics for Admins (Udemy.com)
Complete guide to Salesforce CPQ for admins, product bundles/rules, CPQ pricing methods, CPQ quote generation and more
Created by: Yashad Tayal
Last updated November 2023
What you will learn
- Salesforce CPQ
- Product rules
- Product Bundle
- Quote Generation
- Salesforce CPQ pricing tools
- Discounting Tools in Salesforce CPQ
- Price Rules in Salesforce CPQ
How it compares
Against the other 100 rated Udemy courses in Salesforce on CourseDuck:
- Rating4.5 out of 5higher than 49% of them
- Reviews1,537#39 of 101 by number of reviews
- Length2.1 hoursshorter than 81% of them
- Last updatedNovember 2023earlier than 79% of them
Course Description
Want to learn Salesforce CPQ and become an awesome CPQ Admin ?
CPQ Salesforce, or Configure, Price, Quote by Salesforce is a tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.
The course will take you through Basic Salesforce CPQ features and configurations that will teach you how to solve business use cases with CPQ. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.
After completing this course, you'll be able to:
Configure and create Product Bundles
Create Option types and features for Product bundles
Create Product Rules
Create Summary variable
Validate Products added in a bundle
Create Pricing Rules
Create discount schedules
Create and configure quote template
The course is made very concisely keeping in mind that all the Basic information regarding Salesforce CPQ is covered. Salesforce CPQ makes the product selection and pricing process much easier and it helps you produce a quality quote that’s complete and accurate and that looks professional. This course is not just a power-point presentation but its a complete hands -on course so you can learn by doing.
At the end of the course you will be able to solve basic business use cases using the power of Salesforce CPQ. The course will give you the basic knowledge and hands on experience on Salesforce Lightning CPQ.
Happy Learning!!
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Instructor Details
- 4.5 Rating
1,537 Reviews
Yashad Tayal
I'm a Salesforce Architect with extensive global experience in the Salesforce ecosystem. With 10 years of technical instruction under my belt, I've taught over 28,000 students online.
I'm passionate about guiding individuals and businesses in using Salesforce to achieve exceptional results.
I emphasize real-world applications to make it easy for students to learn and apply Salesforce concepts. My industry knowledge and support enable each student to master the platform at their own pace. Whether you're starting from scratch or an experienced user, let me help you unlock the full potential of Salesforce for your business.
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Reviews
By Bahtiyar Ishkabulov on 11/20/2025
A good starting point for absolute beginners in Salesforce CPQ — the course helps you quickly grasp the basics. However, some of the content is outdated, and the assessments and final quiz aren’t particularly useful. Overall, I can recommend this course if you need to quickly pick up the essential Salesforce CPQ skills. 4 stars from me.
By Andrea Jimenez Salas on 4/3/2025
The course is very informative and provides valuable insights. However, I'm experiencing some difficulty understanding the content due to the strong accent of the instructor. It would be helpful if there were subtitles or clearer audio to improve comprehension.
By Sundar Arunachalam on 2/23/2024
Yashad explained very well about the basic salesforce cpq configuration. Got some idea on some key features like product bundling, pricing module, discounting, block pricing.
By Alan Hermosilla Foeldes on 12/27/2023
Cumplió mis expectativas, corto y preciso, pero es más para entender conceptualmente que para ocuparlo como herramienta.
By Fernando A. Alicea MBA, PMP on 11/25/2023
Excellent course for those who are looking to learn and understand the key features and functionality of Salesforce CPQ
By Nicola Marzano on 10/27/2023
Poteva amplicare un pò di più alcuni punti ma tutto sommato è molto bravo e spiega bene!
By Joy Okere on 2/28/2023
Very good summary of Salesforce CPQ. Easy to follow and covered the main highlights
By Rajanikanth Kandukuri on 2/2/2023
.your cursor is in one place and you speak about some other part. It is particularly difficult in online learning . Explanation otherwise is ok
By Ankur babbar on 5/16/2022
Good course for beginners you can have the knowledge about quote, product bundle and configuration , quote line editor , product and price rules as well
By Evan Terpening on 1/2/2022
I wanted a basic intro to CPQ that would set a foundation for further study in Trailhead and that is exactly what this course delivered
Quality Score
No CourseDuck member has rated this course yet. Taken it? Give each part a thumbs up or down.
Overall Score : 90 / 100
- Video Duration:
2.1h - Price: $69.99
- Provider: Udemy
- Updated:
November 2023 - Level:
Beginner - Language:
English - Certificate:
Yes
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