> ## 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 - Introduction - URL: https://www.namastesalesforce.com/courses/conga-cpq/introduction/ - Published: 2025-09-24T08:37:45.000Z - Updated: 2025-09-29T13:04:54.000Z - Author: Swarnil Singhai - Tags: Conga CPQ, #lesson # Conga CPQ Training — Welcome & Orientation (Lesson 1) **Course URL:** [https://namastesalesforce.com/courses/conga-cpq/training-welcome/](https://www.namastesalesforce.com/courses/conga-cpq/training-welcome/) Namaste and welcome! This is **Lesson 1** of your Conga CPQ journey. In this kickoff, we’ll set expectations, prep your environment, and give you a fast mental map of the **Configure → Price → Quote** flow as Conga implements it. By the end, you’ll know **what you’ll build**, **how we’ll learn**, and **what to set up** so you can hit the ground running in Lesson 2. --- ## What You’ll Learn in This Course By the end, you will be able to: - Explain the **CPQ cycle** (Configure → Price → Quote) and how Conga brings it to life. - Model a **product catalog** with attributes, bundles, and option rules (required/optional/compatibility). - Configure **pricing methods** (list, tier, volume/matrix), **discounts**, and **approvals** with guardrails. - Produce clean, branded **quotes/proposals** with versioning, validity, and e-signature handoff. - Operate with **governance**: approval ladders, audit trails, and basic KPIs. - Run an end-to-end **quote scenario** and hand it off to downstream processes. > **Promise:** We teach with a builder’s mindset—small steps, strong guardrails, and repeatable patterns. --- ## Who This Course Is For - Admins and builders new to CPQ who want a **clear mental model** and hands-on practice. - Pre-sales/SDR/PM folks who need to understand how offers are configured and priced. - Engineers who will extend CPQ or integrate it later. **No prior CPQ tool experience required.** Basic Salesforce admin familiarity helps; refresher links are included where useful. --- ## Course Structure (Modules & Rhythm) Each module is a short, focused unit with: - **Concept** (5–10 min): the “why” and the building blocks - **Demo** (5–15 min): see it live - **Lab** (20–40 min): do it yourself - **Checkpoint** (3–5 min): quick self-check **Planned Modules** 1. **Welcome & Orientation** *(this lesson)* 2. **CPQ Fundamentals in Conga** — UI tour, objects, admin console 3. **Catalog Modeling** — products, attributes, bundles, option constraints 4. **Pricing** — price lists, tiers, matrices, currency, taxes/fees 5. **Discounts & Approvals** — guardrails, ladders, reason codes 6. **Quoting Experience** — templates, terms, versions, validity, e-sign 7. **Governance & Operations** — data stewardship, auditability, KPIs 8. **Capstone** — build a mini CPQ, run 3 scenarios, measure results > Prefer micro-learning? Take one section per day. Sprinting? One focused weekend works. --- ## Prerequisites & Setup Choose one path: ### Option A — Use the Provided Training Org *(Recommended)* - Access a **training/sandbox org** pre-loaded with Conga CPQ and sample data. - Skip licensing/admin hurdles and focus on learning. ### Option B — Your Own Org *(Watch-Along or Advanced)* - Requires proper **licenses** and **package installation**. - If you have access, mirror the labs. Otherwise, follow videos as watch-only and use the downloadable workbook to practice logic on spreadsheets. **General Checklist** - Stable internet & modern browser - Pop-ups enabled for PDF previews - Download the **Course Workbook** and sample CSVs (links below) --- ## How Conga CPQ Maps to the CPQ Cycle **Configure** - Products, attributes, bundles (base/required/optional) - Option constraints (require/disable/recommend) - Guided paths to land on a valid build **Price** - Price lists and list prices - Tier/volume/matrix pricing - Promotions, taxes/fees; multi-currency basics **Quote** - Quote/proposal record, line items, totals - Terms & Conditions, validity date - Approval routing, versioning, and e-signature handoff > We’ll keep concepts vendor-neutral, then map each idea to the Conga UI you’ll touch. --- ## Quick Glossary (Conga-Flavored, Vendor-Neutral) - **Catalog** — where sellable items live (products/services/SKUs) - **Attribute** — selectable option on a product (color, capacity, warranty) - **Bundle** — base item with required and optional components - **Rule/Constraint** — logic to enforce valid configurations - **Price List/Matrix** — structured methods to compute price - **Discount Policy** — ceilings/floors; who can approve exceptions - **Quote** — customer-facing offer with items, totals, terms, validity Keep this handy—these terms repeat across modules. --- ## Orientation: The Admin Areas You’ll Touch First - **Catalog & Attributes** — define products and options - **Rules/Constraints** — compatibility, auto-add, recommendations - **Pricing** — price lists, tier/volume tables, matrices - **Quoting** — templates, terms, numbering, validity - **Approvals** — thresholds, ladders, notifications > Don’t stress about memorizing screens; the labs walk you step-by-step. --- ## Lab 0: Your First Five Clicks (10–15 min) **Goal:** See the full CPQ flow once, end-to-end. 1. **Create a product** (e.g., “Starter Laptop”) with 2 attributes (RAM size, Warranty term). 2. **Add a simple price** (list price) and one tier (10+ units = discounted price). 3. **Bundle** an optional add-on (carrying case) with a recommendation rule. 4. **Generate a quote** with 3 line items and a 10% discount request. 5. **Preview the PDF** and check validity date & totals. **Checkpoint:** Explain how the attribute influenced configuration and how the tier impacted price. > Watch-only? Replicate the logic in the workbook spreadsheet tabs. --- ## How We’ll Measure Success - **Accuracy:** quotes match configuration and pricing rules - **Speed:** you can draft a quote in minutes - **Governance:** discounts/approvals follow policy; change logs are clean **Lightweight KPIs** - Quote turnaround time - Average discount & margin by scenario - Attach rate of optional add-ons --- ## Troubleshooting (Bookmark This) - **Can’t see objects/menus?** Check profile/permission set access. - **Template won’t render?** Verify template assignment and content tokens. - **Totals look off?** Re-check price list/tiers, tax/fee settings, and discount order. - **Approval not firing?** Confirm thresholds and the active approval process. > We’ll test each piece in isolation—catalog → pricing → quoting—before combining. --- ## Downloads & Resources - **Course Workbook (PDF/Sheets)** — exercises, answer keys, rubrics - **Sample CSVs** — products, attributes, price tiers - **Quote Template (starter)** — logo placeholder, line table, totals, terms *(Links will appear on the live lesson page.)* --- ## What’s Next (Lesson 2 Preview) Next, we’ll tour the **Conga CPQ Admin** areas in detail and set up your **first real catalog**: - Products and attributes - Bundles and option constraints - A guided selection flow for a beginner catalog Bring your workbook and a coffee. We’ll build deliberately—and keep every step reusable. --- ## Quick Self-Check - I can define CPQ in one sentence and map it to Conga’s UI. - I know which environment I’ll use (training org vs. watch-only). - I’ve downloaded the workbook/CSVs and previewed the quote template. If you can tick these, you’re ready for Lesson 2\. **Shuru karein?** 🚀