Learning Salesforce CPQ

Salesforce CPQ helps you manage the last stage of the sales process by making it easier to deliver pricing and quotes to your buyers. In this course, learn how to leverage this enterprise-level pricing solution for bundled pricing, discounting, quote management, and more—all inside Salesforce. Instructor Christine Pereira discusses the benefits of CPQ, how to identify who should be using this sales tool, and how to integrate CPQ into your own sales cycle. She also dives into the areas of quotes, products, and pricing as they relate to CPQ. Discover how to access and edit quotes in CPQ, add products and navigate the guided selling wizard to generate a quote, and generate pricing of products and product bundles.

Learning objectives
Name the file type that a Salesforce CPQ price quote is saved as.
Recall what type of company Salesforce CPQ is best suited for.
Recognize how quotes work in CPQ.
Explain what a bundle is.
Explain how to create a new quote.