Who this is for
Designed for people doing the work.
Revenue operations, delivery leaders, consultants, and specialist teams building scalable quoting, marketing, or field-service capability.
Advanced/CPQAdvancedPrivate team format
CPQ
Build capability your team can use in the work.
Reduce quote rework by modeling products, pricing, bundles, approvals, and exceptions around the way your revenue team actually sells.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Product catalog and configuration rules
Translate product catalog and configuration rules into a practical operating change for your team’s cpq work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply product catalog and configuration rules to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Pricing, discounting, and contracts
Translate pricing, discounting, and contracts into a practical operating change for your team’s cpq work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply pricing, discounting, and contracts to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Bundles, amendments, and renewals
Translate bundles, amendments, and renewals into a practical operating change for your team’s cpq work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply bundles, amendments, and renewals to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Approvals and exception handling
Translate approvals and exception handling into a practical operating change for your team’s cpq work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply approvals and exception handling to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Quote-to-order measures and adoption
Translate quote-to-order measures and adoption into a practical operating change for your team’s cpq work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply quote-to-order measures and adoption to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
Working Salesforce administration experience and familiarity with the relevant business process are expected.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for CPQ, or tell us how you want to adapt the workshop to your goals.
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