> ## Content Index > Fetch the complete content index at: https://www.namastesalesforce.com/llms.txt > Use this file to discover other available public pages before exploring further. # Conga CPQ - Fundamentals - URL: https://www.namastesalesforce.com/courses/conga-cpq/fundamentals/ - Published: 2025-09-27T09:27:57.000Z - Updated: 2025-09-29T14:06:25.000Z - Author: Swarnil Singhai - Tags: Conga CPQ, #lesson ## What You’ll Learn - The **admin console & navigation map** you’ll use daily - The **core data objects** (products, attributes, bundles, price lists, rules, quotes) and how they relate - A practical **mental model** for Conga CPQ: Configure → Price → Quote, plus approvals & templates - Hands-on setup: create a **starter catalog**, **price list**, and a **first quote** --- ## Prereqs - You’ve completed **Lesson 1** and chosen your environment (training org or watch-along). - You have access to Conga CPQ admin areas (profile/permission sets in place). - Workbook and sample CSVs downloaded (from Lesson 1 resources). --- ## The Conga CPQ Mental Model Think of Conga CPQ as five Lego layers you’ll stack in most builds: 1. **Catalog** — Products, attributes, bundles (the sellable building blocks) 2. **Rules** — Constraints that make configurations valid (require/block/recommend/auto-add) 3. **Pricing** — Price lists, tiers, matrices, promos, taxes/fees 4. **Quote Experience** — Template, terms, validity, versioning, output 5. **Approvals & Governance** — Discount guardrails, approval matrices, auditability You will touch each layer in a predictable order during setup and quoting. --- ## UI Tour & Admin Navigation Map > Labels may vary slightly across versions—follow the structure. - **CPQ Admin / Conga Console** - **Products / Catalog**: manage products, families, and attribute sets - **Attributes**: define attributes and assign to products/bundles - **Constraint Rules**: compatibility rules (require/block/recommend/auto) - **Bundles / Options / Option Groups**: structure complex offerings - **Pricing**: price lists, price list entries, tiers/volume/matrix tables - **Proposals / Templates**: quote templates, sections, and content tokens - **Approvals**: thresholds, ladders, routing (discount or policy-based) - **Utilities / Settings**: currency, numbering, defaults, global toggles Keep this mental map handy; we’ll walk the areas in today’s lab. --- ## Core Objects & Relationships (Quick Reference) - **Product**: A sellable item/service (SKU) - **Attribute**: A selectable option for a product (e.g., Color, Warranty) - **Bundle**: A product that contains other products as **required** or **optional** items - **Option Group / Option**: How bundle choices are grouped and presented - **Constraint Rule**: If/Then logic that enforces valid configurations - **Price List**: A named list of prices (often by region/channel/currency) - **Price List Entry**: The product’s price on a given price list - **Price Matrix / Tiers / Volume**: Rules for price breaks or attribute-driven pricing - **Quote / Proposal**: The customer-facing offer, with lines, totals, terms, and validity - **Approval Rule**: Routes quotes for approval based on conditions (e.g., discount > X%) --- ## Data Flow at a Glance (Text Diagram) ``` [Products] + [Attributes] + [Bundles] \ | / --> [Constraint Rules] ----> [Valid Configuration] \ --> [Price List + Entries + Matrix] --> [Net Price] \ --> [Quote Template + Terms + Approvals] --> [Final Quote] ``` --- ## Lab 1: Foundation Setup (15–20 min) **Goal:** Create a clean base you’ll reuse in every module. 1. **Create a Product Family** - Example: `Laptops` (you can also add `Accessories`) 2. **Price List** - Create **Price List**: `Standard (USD)` - Confirm currency and set it to **active** 3. **Base Product** - Product: `Starter Laptop` - Assign to **Laptops** family - Set **Active = true** 4. **Price List Entry** - For `Starter Laptop` on `Standard (USD)` - **List Price**: `900.00` **Checkpoint:** Can you see `Starter Laptop` with a valid **Price List Entry**? --- ## Lab 2: Attributes & Attribute Sets (15–25 min) **Goal:** Add selectable options to the product. 1. **Attributes** - `RAM Size` (values: 8 GB, 16 GB) - `Warranty` (values: 1 Year, 2 Years) 2. **Assign Attributes** - Attach both attributes to `Starter Laptop` - Set display order and defaults (e.g., RAM default = 8 GB; Warranty default = 1 Year) 3. **(Optional) Attribute Pricing** - If your org supports attribute-driven price deltas, add: - `RAM 16 GB` → +`100.00` - `Warranty 2 Years` → +`75.00` **Checkpoint:** On a new quote, picking 16 GB or 2-Year warranty should alter price (if you added deltas). --- ## Lab 3: Bundle & Constraint Rules (20–30 min) **Goal:** Build a simple bundle and enforce a rule. 1. **Accessory Products** - `Carrying Case` (list price: `40.00`) - `USB-C Dock` (list price: `120.00`) 2. **Create Bundle** - Make `Starter Laptop` a **bundle** - Add **optional** options: `Carrying Case`, `USB-C Dock` 3. **Constraint Rule (Recommend/Require)** - If **RAM = 16 GB**, **recommend** `USB-C Dock` - (Alternate) If `Warranty = 2 Years`, **require** `Carrying Case` (for shipping protection) — illustrative only **Checkpoint:** When configuring the bundle, the rule should trigger the desired behavior (recommend or require). --- ## Lab 4: Tier/Volume Pricing (15–20 min) **Goal:** Add a quantity break. 1. **Define Tier** for `Starter Laptop` - Qty `1–9`: `900.00` - Qty `10+`: `850.00` 2. **(Optional) Accessory Tier** - `Carrying Case` Qty `10+`: `35.00` **Checkpoint:** On a quote, set quantity to `10`. The laptop unit price should drop to `850.00`. --- ## Lab 5: Build a Quote (10–15 min) **Goal:** See the end-to-end result. 1. **Create a Quote / Proposal** for a test account 2. **Add Lines** - `Starter Laptop` qty `12` - Pick **16 GB** RAM and **2-Year** warranty - Add **Carrying Case** (optional) 3. **Review Pricing** - Confirm tiered price and attribute deltas - Check subtotal, taxes/fees (if configured), and totals 4. **Preview Output** - Generate the **PDF/Doc** with template defaults - Confirm validity date and terms show up **Checkpoint:** Can you explain exactly **why** the final net price is what it is? --- ## Troubleshooting (Quick Reference) - **I can’t see CPQ admin menus:** Check profile/permission sets & package visibility - **Attribute changes don’t affect price:** Ensure attribute pricing is enabled and linked to the product/price list - **Bundle options aren’t showing:** Verify the product is marked as a **bundle** and options are **active** - **Tier pricing not applying:** Confirm the correct **Price List Entry** and that the **quantity** meets your tier - **PDF not rendering as expected:** Check template assignment and content tokens; verify the quote is in a renderable status --- ## Quick Quiz (2 minutes) 1. Name the **five** Lego layers in our Conga mental model. 2. What’s the difference between a **Price List** and a **Price List Entry**? 3. Give an example of a **Constraint Rule** you’d use in your business. 4. Where would you configure a **quantity discount**? *(Answers: Catalog/Rules/Pricing/Quote/Approvals; Price List is the container; Entry is the product’s price on that list; Rule examples vary; Quantity discounts live in tier/volume/matrix pricing.)* --- ## What’s Next (Lesson 3 Preview) In **Lesson 3 — Catalog Modeling**, we’ll go deeper into: - Product families, versioning, and lifecycle flags - Attribute strategy (grouping, defaults, display logic) - Bundle design patterns for complex offerings - A guided selection flow that always returns a **valid configuration** Bring your workbook—Lesson 3 is where your catalog starts feeling *real*. ---