Salesforce CPQ for Partners

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Salesforce CPQ is the out of the box CPQ (configure, price, and quote) that simply works – anytime, anywhere, on any device. As a part of the Salesforce Partner Program, Salesforce CPQ enables sales teams to: 
  • Quickly create quotes and proposals
  • Eliminate errors in opportunities, quotes, and contracts
  • Improve productivity and close more deals
  • Increase deal sizes with cross-sell and up-sell guidance

As a Salesforce Partner, if you would like to engage with Salesforce CPQ, review the What You Need to Know, Resources, and the FAQ. The Resources tab includes enablement materials that will help supplement the certification prep materials. 

New! Dive deeper into CPQ with mobile-optimized Salesforce Partner Learning Paths! Lead a successful consulting partner career as a Salesforce trusted advisor with curated content & modules to help you sell, get certified, and stay current on new products and releases. Set your course today!

Do you have general questions around Salesforce CPQ? Use the Salesforce CPQ Partner Enablement Group. 

Interested in learning more about partnering on Salesforce CPQ projects and opportunities? Collaborate with the Salesforce CPQ Partnerships team in the Salesforce CPQ Implementation Resources Group.

  • - All partner contracts state that any public mention of salesforce.com or any of its brands MUST be approved by Salesforce
  • - All materials must be submitted via our Google form to obtain approval for any public mention of Salesforce.
Submit content via Google Form >
    • - Approval of partner press releases can take up to 14 days for Summit and Crest level partners, and up to 30 days for all other partners. 

As Salesforce CPQ is a native application hosted on the Salesforce Platform, all Salesforce partners are Salesforce CPQ partners by proxy, however there are important items to keep in mind in order to be effective and competent partners in pre-sales and implementation Salesforce CPQ.

Note: For all Partner Online Training modules, we recommend you copy the link below into a different browser or a private/incognito browser window. You must log in with your @partnertraining user ID (go to p.force.com/LMS for details). Copy/Paste the link for each desired course into a private browser to access the course.

Product Training

The currently available Salesforce CPQ product training is provided via 2 different courses:

Salesforce CPQ Admin Essentials for New Administrators (CPQ 201) -  2 Days / Instructor-led or Self-led class 
  • CPQ 201 covers Salesforce CPQ core functionality including setting up products, bundles, product and pricing rules; out-of-box configuration of discounting, pricing methods and output document generation; and essential elements of the contract creation, renewal and amendment process.
  • Keep in mind that you need to use your Partner Online Training credentials to access. If you need to sign up, go to http://p.force.com/LMS.
  • Instructor-Led Course Link
  • Self-Led Course Link
Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ 211) - 4 Days / Instructor-led only 
  • CPQ 211 is designed for administrators who will be involved in implementing Salesforce CPQ solutions in a customer-facing role; and solution architects, implementation consultants and developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ.
  • Instructor-Led Course Link
  • Self-Led Course Link

Certification

Salesforce CPQ Specialist Certification
The Salesforce Certified CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is a great way for individuals to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ solution. Once credentialed, Salesforce Certified CPQ Specialists will have proven their mastery of building bundle configurations, pricing, output documents, and renewals and amendments. For more information please visit the Salesforce CPQ Specialist Certification Page.

While Salesforce CPQ is similar to the look and feel to its platforms (Sales or Service Cloud), the implementation methodology, architecture decisions and planning around best-practices differ greatly. To help get started, we strongly encourage new partners to incorporate support hours from our internal services team to help provide a cadence of architectural support and technical guidance throughout the project. To purchase support hours, please contact Seamus Egan.

Sales and Implementation Resources

ResourceAudienceDescription
CPQ Learning PathAll Sell, get certified, and stay current on new products and releases anywhere, anytime.
What is CPQ? (eBook)AllThis eBook demystifies CPQ technology and offers simple, clear best practices
Next Generation CPQ (Datasheet)AllThis sheet reviews the key value proposition of Salesforce CPQ
Build Your Business with the Power of CPQ (eBook)AllThis eBook dives deeper into the role of CPQ automation in modern business and key features, values buyers should be on the look for
The Strategy Behind Renewal Lift and Customer Success (Datasheet)AllThis datasheet demonstrates the importance of CPQ data when looking at customer renewals and success
Turning Data into Dollars (eBook)AllThis eBook reviews the importance of CPQ data when it comes to revenue management and revenue recognition
Implementation Resources Group Implementation Consultants, Project Managers Access tools and resources to assist with implementation methodology, project kick-offs and project scoping. Keep in mind that you need to request access to this group to join
Customer StoriesSales, Marketing Use customer stories to validate the value proposition 

Q: We are new and starting our first implementation, what steps should we know to get started?
A:Ensure that your project team contains at least one CPQ211 trained and/or one CPQ Specialist Certified resource prior. For either scenario, we strongly recommend building additional hours for support from Salesforce CPQ services into your project and purchasing hours to ensure you have a resource for best practices and architecture guidance throughout the project. To discuss options for professional services support, please contact Seamus Egan. 

Q: How do I install & maintain a developer instance of Salesforce CPQ?
A: You can find the install links for Salesforce CPQ here and for Salesforce Advanced Approvals (included with CPQ+) here. As these installs default as trials, you will need to request an extension of install via this form. 

Q: Can we buy Salesforce CPQ for our own use here at our company?
A: Absolutely! Contact Seamus Egan to be put in touch with an Account Executive. 

Q: How do I get more Salesforce CPQ projects?
A: CPQ Implementation Partners are evaluated based on the size/strength of their practice (# of trained and certified resources), how much experience they have implementing Salesforce CPQ and how successful they have been in implementing Salesforce CPQ. We collect information on live customers specifically for CPQ implementations here - please let us know if you have nay live customers we haven’t already tackled! 

As always, communicating early and often both during the sales cycle (with the sales team) and during the implementation is paramount to long term success of a Salesforce CPQ practice. 

Q: We have a prospect that requires a custom demo/trial/POC, what do we need to do here?
A: Your Salesforce CPQ AE can request a Demo instance for your use to serve as a foundation for your custom demo. Please ask him/her to request on your behalf to have new demo org created for you and ensure that you are well aligned with the Salesforce CPQ AE and Core AE on what use cases are absolutely necessary for closing the deal as well as expectations on timeline for delivery. If you have any questions, please reach out to your Salesforce PAM or contact Seamus Egan.

Q: What should I do if I have additional questions around Salesforce CPQ?
A: Engage with us in the Salesforce CPQ Partner Enablement Group.