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Conga CPQ - Introduction

Conga CPQ Training — Welcome & Orientation (Lesson 1)

Course URL: https://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:

  • 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? 🚀

Updated on Sep 29, 2025