Salesforce CPQ Glossary & Quick Reference Card

Get instant access to a comprehensive, verified glossary and quick reference card for Salesforce CPQ! This digital product features 19 CPQ objects explained, clarified renewal concepts, a 10-step Quote-to-Cash flow, and detailed MDQ (Multi-Dimensional Quoting) guidance. Includes key settings every admin needs, making it perfect for troubleshooting, client calls, or CPQ certification prep. Printable and digital for maximum convenience.

What's inside

• Instant PDF download (10 pages)

• Printable desk reference format

• 19 core CPQ objects defined (Quote, Quote Line, Product Option, and more)

• Full price waterfall explained field by field

• All four product rule types (Validation, Selection, Filter, Alert)

• Amendment, renewal, MDQ, and co-termination concepts

• 10-step Quote-to-Cash flow diagram

• Key CPQ settings reference (Preserve Bundle, Require Approved Quote, etc.)

• Abbreviations decoder incl. what SBQQ__ actually stands for

Who This Is For:

This reference card was built for Salesforce Admins and CPQ Specialists who are actively working in a CPQ org and want a reliable reference at their fingertips. It's also an excellent study companion if you're preparing for a Salesforce CPQ Specialist certification. And if you're a Sales Ops or RevOps professional who works closely with your admin team, it will help you speak the language and ask the right questions.

Why It's Different:

Every single definition in this card was verified against official Salesforce Trailhead documentation, and Salesforce Help articles, not community forum posts, not blog opinions, not training slides from a few years ago. When the documentation had nuances worth noting (such as that a $0 Price Book Entry is valid or the exact 3-level hierarchy for Preserve Bundle Structure), those nuances are included.

This is the resource you wish had come with the CPQ package.