Conga CPQ — The Big Picture

Configure, Price, Quote — the complete picture

Conga CPQ (formerly Apttus CPQ) is a native Salesforce application that turns a complex product catalog into fast, accurate, approved quotes. For advanced admins and consultants, CPQ is one of the highest-value skills on the platform because it sits directly on revenue. This course gives you the big-picture architecture and how the moving parts connect, rather than a click-by-click tour that dates quickly.

We map what CPQ actually solves and the wider Conga landscape, then work through the product catalog and bundles, pricing with lists, tiers and matrices, and the constraint rules and guided selling that keep quotes valid. From there we cover approvals and deal guidance to control discounting, and finish with quotes, renewals, and document generation that produces the customer-facing proposal.

Who it's for: experienced Salesforce admins, CPQ consultants, and solution architects. Prerequisites: solid Salesforce data-model knowledge and some exposure to sales processes. Outcome: a working mental model of a Conga CPQ implementation end to end, so you can scope, configure, and troubleshoot with confidence. Paid course; first lesson free to preview.