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.
Model products, pricing, bundles, approvals, and quoting workflows for complex revenue operations.
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
Frame the business case
Clarify operating constraints, stakeholders, and decisions that shape a successful specialist Salesforce solution.
Hands-on practice: Translate a complex process into a solution map with explicit trade-offs.
- 02
Configure the core capability
Build the records, relationships, rules, and user experiences that support the specialist team.
Hands-on practice: Configure the central scenario in a guided Salesforce org.
- 03
Handle automation and exceptions
Design approvals, pricing, scheduling, journeys, and exception paths that reflect real operations.
Hands-on practice: Test both the happy path and edge cases that can break adoption.
- 04
Measure readiness and value
Connect the solution to release planning, enablement, reporting, and a measurable business outcome.
Hands-on practice: Present a production-readiness plan to a stakeholder panel.
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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