Salesforce CPQ and Revenue Cloud Corporate Training
Salesforce CPQ & Revenue Cloud corporate training for revenue teams: quoting, pricing, approvals, and billing.
This instructor-led program teaches revenue teams to configure Salesforce CPQ and Revenue Cloud end to end, with guided labs on catalogs, pricing, approvals, and billing handoffs.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a quote-to-cash team
The Edstellar CPQ & REVENUE CLOUD Capability Model
Diagnose your quoting maturity
We assess quote accuracy, discount leakage, and approval bottlenecks to find revenue risks.
Standardize your pricing model
We define one shared catalog and pricing framework every rep follows.
Practice in guided labs
Teams configure products, pricing rules, and approvals in hands-on CPQ labs.
Measure quote performance
We track quote cycle time, discount rates, and win rates so fixes target real leaks.
Scale across the business
We extend the CPQ model to new product lines and regions without rework.
Need more than one program?Get a group quote
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Program Overview: What is Salesforce CPQ and Revenue Cloud?
Salesforce CPQ & Revenue Cloud is Edstellar's instructor-led program for Salesforce consultants, admins, and revenue operations teams automating quote-to-cash. Participants master CPQ and Revenue Cloud architecture, product catalog and pricing rules, quote configuration and guided selling, approvals and discount governance, and billing and revenue lifecycle. It serves teams whose quoting process needs to scale with the business.
Training is configuration-heavy across 28 hours in a live Salesforce org. Participants build product catalogs, write pricing rules, configure guided selling and approvals, and wire billing and lifecycle processes in guided labs. Instructors review every configuration with direct feedback on design and margin control. The program closes with a 4.5-hour capstone: a complete quote-to-cash build.
Manual quoting breeds errors: wrong prices, rogue discounts, and deals stuck in approval limbo. This program teaches your team to automate the entire quote-to-cash flow with governance built in. Every configuration is done in a real org, so the solution is production-ready thinking, not theory.
The capstone is a full quote-to-cash implementation: catalog, pricing, guided selling, approvals, and billing, demoed as one working flow. Participants return with a tested CPQ solution pattern and the design judgment to run revenue cloud properly.
Each module pairs CPQ concepts with guided hands-on labs, so learners leave with a working quoting configuration, approval chains, and billing handoff patterns they can use immediately.
What's Included in this Workshop for Your Enterprise Teams
- 1
CPQ architecture
Understand quote-to-cash, catalog, and billing building blocks.
- 2
Pricing labs
Configure products, pricing rules, and discount schedules.
- 3
Approval exercises
Build approval chains that protect margins.
- 4
Billing readiness
Hand off quotes to billing and subscriptions cleanly.
- Instructor-led delivery, onsite, virtual, or hybrid
- 28 hours of guided modules and hands-on labs
- Full quote-to-cash capstone lab
- Configuration templates and playbooks
- Integration and API playbooks
- Post-program adoption and rollout guides
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
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Salesforce CPQ and Revenue Cloud Course Topics and Program Outline
Seven modules take learners from CPQ architecture to a scored end-to-end quote-to-cash build capstone, with guided hands-on labs in catalogs, approvals, and billing.
Built by Edstellar with CPQ and revenue operations practitioners
Built by revenue operations practitioners who configure Salesforce CPQ and Revenue Cloud in production, shaped around your stack and use cases.
We review your team's current quoting process, discount controls, and system landscape so the program targets real gaps.
Instructors teach CPQ architecture, pricing rules, and Revenue Cloud billing with live sandbox demonstrations.
Learners configure catalogs, guided selling, approvals, and billing handoffs in guided hands-on labs.
Teams build a complete quote-to-cash solution in the capstone, scored by the instructor.
A scored quote-to-cash build closes the program, with teams configuring a working CPQ solution for review.
Delivered as
Delivered instructor-led in hybrid, onsite, or live virtual formats, scheduled around your sales calendar.
Explore a reference CPQ org and map its product catalog, quote flow, and order stages.
learna)Quote-to-cash process overview
b)CPQ data model: products, quotes, orders
c)Revenue Cloud lifecycle stages
d)User roles and permissions basics
Configure a product bundle with option constraints and a tiered discount schedule in a sandbox.
practicea)Product and price book setup
b)Option constraints and bundles
c)Pricing rules and discount schedules
d)Contracted pricing essentials
Build a guided selling flow and generate a branded quote document from a live quote.
practicea)Quote templates and line editors
b)Guided selling configuration
c)Quote document generation
d)Amendments and renewals
Create a multi-level discount approval chain and test it with a simulated high-discount quote.
practicea)Approval process design
b)Discount approval thresholds
c)Multi-level approval chains
d)Approval analytics and audit trails
Activate an order, generate an invoice schedule, and trace the subscription lifecycle end to end.
applya)Order and contract activation
b)Billing schedules and invoicing
c)Revenue recognition basics
d)Subscription lifecycle management
Sync an opportunity to a quote and hand off the order to a simulated ERP endpoint.
applya)CRM opportunity to quote sync
b)ERP order handoff patterns
c)API essentials for CPQ data
d)Error handling and monitoring
Deliver a working CPQ configuration with approvals and billing handoff, scored against a real-world rubric.
applya)Designing the quoting blueprint
b)Configuring catalog, pricing and approvals
c)Building the billing handoff
d)Presenting the solution for scoring
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven core CPQ skills, each practiced in guided labs and measured through the capstone build.
Quote Configuration
Configure quote templates, line editors, and document generation.
Product Catalog Design
Build catalogs, bundles, and option constraints that scale.
Pricing Rules
Set pricing rules and discount schedules that protect margins.
Approval Workflows
Design multi-level approval chains with audit trails.
Guided Selling
Build guided selling flows that help reps quote accurately.
Billing Handoff
Connect quotes to billing schedules and subscriptions.
CPQ Integrations
Sync CPQ with CRM and ERP using reliable patterns.
Teams that Benefit from this Salesforce CPQ and Revenue Cloud Group Training
Built for the teams that own quoting and revenue operations, from sales ops and admins to architects, with content that adapts to role and experience so each cohort practices the quoting workflows it owns.
Quotes that close faster
Sales ops teams streamline the quoting process so reps spend time selling, not fixing quotes.
Workflow friction
- Manual quote rework
- Inconsistent discounting
- Slow approval cycles
How the program helps
- Faster quote turnaround
- Fewer pricing errors
- Cleaner quote data
Practice use cases
- quoting labs
- pricing audits
- approval drills
Configurations that stay reliable
Admins configure catalogs, pricing rules, and approvals the right way from day one.
Workflow friction
- Fragile rule setup
- Catalog sprawl
- Broken renewals
How the program helps
- Stable CPQ configuration
- Reliable pricing logic
- Cleaner data model
Practice use cases
- catalog labs
- rule drills
- renewal exercises
Margins protected at scale
Revenue leaders set discount governance and approval policies that scale with the business.
Workflow friction
- Margin leakage
- Rogue discounting
- Weak approval visibility
How the program helps
- Controlled discounting
- Faster deal cycles
- Audit-ready approvals
Practice use cases
- governance labs
- margin reviews
- policy workshops
Quote-to-cash architecture that scales
Architects design CPQ and billing integrations that grow with new products and regions.
Workflow friction
- Tangled integrations
- Order sync failures
- Unclear data flows
How the program helps
- Scalable quoting architecture
- Clean ERP handoffs
- Future-ready billing
Practice use cases
- architecture labs
- integration mapping
- data flow drills
Cohorts can mix departments when revenue teams train together, or run separately by role for sharper practice.
Prerequisites: Best suited to anyone who owns quoting, pricing, or revenue operations. Basic Salesforce familiarity helps but is not required; no prior CPQ experience needed. Content adapts to each cohort's sales process and systems.
Sales Ops to Revenue Architect
Learners move from CPQ fundamentals through pricing and approvals to billing and integration leadership across the seven modules.
A program that grows with revenue operations careers, from quoting basics to confident CPQ and billing leadership.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
The program runs instructor-led in hybrid, onsite, or live virtual formats, scheduled to fit your sales calendar.
Hybrid Training
Some learners join in person and others join live online, with shared sandbox labs for CPQ exercises.
- Live instructor across both audiences
- Shared CPQ sandboxes
- Breakout rooms for build reviews
- Recordings for catch-up
Onsite Training
The full program runs at your office, with team-based quoting workshops and whiteboard design sessions.
- In-person instructor facilitation
- Team quoting workshops
- Whiteboard design sessions
- Onsite lab support
Live Virtual Training
Live virtual delivery with cloud sandboxes, so distributed teams configure the same CPQ org together.
- Live online instructor-led sessions
- Cloud sandbox access
- Virtual breakout build reviews
- Digital workbooks and templates
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size and training goals through the request form and we will send a tailored quote within one business day.
Yes. A training advisor will review your quoting setup and confirm the program fit before you commit.
Yes. Every module runs live online with an instructor and shared cloud sandboxes.
Yes. Onsite delivery includes team quoting workshops and whiteboard design sessions.
The program runs 28 hours, typically over four to five days, scheduled around your sales calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Salesforce CPQ and Revenue Cloud build on solid Salesforce administration. Your team learns the platform first, then configures products, pricing and quotes, connects them to billing and invoicing, and uses Apex and Lightning for revenue processes that need custom logic.
Why Choose Edstellar as Your Salesforce CPQ and Revenue Cloud Training Provider
Edstellar delivers instructor-led Salesforce CPQ & Revenue Cloud training to global revenue teams, with labs and playbooks tailored to your sales process.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Program content, catalog examples, and approval scenarios are adapted to your products and sales process.
Proven Methodology
A field-tested CPQ framework refined across global revenue teams, applied to your quoting org.
Practice-Based Learning
Guided hands-on labs in catalogs, pricing, and approvals build skills that stick after training.
Expert Trainers
Instructors are revenue operations practitioners who have implemented CPQ for global sales teams.
Global Scale
Consistent quoting training delivered across regions, time zones, and languages for global teams.
Measurable Outcomes
Quote cycle time, discount rates, and quote accuracy are tracked before and after the program.
Build Quote-to-Cash Workflows With Consistent Pricing and Approval Controls
Edstellar connects CPQ configuration with commercial discipline across the quote-to-cash lifecycle. Participants build product bundles, pricing rules, guided selling, approvals, and billing handoffs using controlled scenarios. The final configuration is reviewed for valid quotes, explainable discounts, appropriate approvals, and reliable continuity between CRM and simulated downstream processes.
- Step 01
Consult
We examine quoting responsibilities, discount exceptions, and Salesforce familiarity to identify gaps in product configuration, commercial approvals, and billing handoffs.
- Step 02
Plan
Architecture and catalogs establish the basis for guided selling, quote rules, approval governance, lifecycle billing, and CRM-to-ERP integration practice.
- Step 03
Align
CPQ and revenue-operations expertise reflects pricing, quoting, and finance responsibilities, with foundational support for colleagues who are new to Salesforce CPQ.
- Step 04
Customize
Sample bundles, discount schedules, and simulated order endpoints reflect relevant commercial structures without using confidential pricing or committing customer quotes.
- Step 05
Execute
Teams configure bundles, test approval paths, and connect quote-to-order handoffs, receiving feedback on rule consistency, exception handling, and lifecycle continuity.
- Step 06
Evaluate
We review the quote-to-cash build for valid configurations, explainable pricing, appropriate approvals, and a traceable handoff into the simulated billing process.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Salesforce CPQ & Revenue Cloud Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Salesforce CPQ and Revenue Cloud Training for Your Team
Tell us about your team and goals, and we will tailor the Salesforce CPQ & Revenue Cloud program, schedule, and quote.