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How to Prepare For Salesforce Certified CPQ Specialist

Preparation Guide for Salesforce Certified CPQ Specialist

Introduction to Salesforce Certified CPQ Specialist

The Certified Salesforce CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and Salesforce employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform. Once credentialed, Salesforce Certified CPQ Specialists will have demonstrated their ability to build bundle configurations, pricing, output documents and renewals, and amendments.

SALESFORCE CPQ-SPECIALIST practice exams and SALESFORCE CPQ-SPECIALIST practice test is beneficial to get experience with the Salesforce CPQ platform, CPQ terminology, and candidate can troubleshoot and solve basic platform issues.

The Salesforce Certified CPQ Specialist generally has one year of experience in a CPQ Specialist role. This exam guide is designed to help candidates evaluate their readiness to pass the Salesforce Certified CPQ Specialist exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives-all with the intent of helping candidates achieve a passing score. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize the likelihood of passing the exam. The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution, and has the skills and knowledge of the following concepts:

• Configure user permissions, record types, page layouts, and field sets
• Utilize the ordering and contracting process
• Configure a dynamic quote template using quote terms, line columns, template sections and content.
• Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
• Troubleshoot and solve basic product rules, pricing issues, and data flow
• Knowledgeable about CPQ package level settings and managed package considerations
• Familiarity with native and advanced approvals
• Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
• Generate renewal and amendment quotes
• Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
• Configure search filters, and custom actions for product selection and configuration
• Manage products, pricebooks, and pricebook entries
• Configure bundles (features, options, option constraints, configuration attributes) and product rules.

Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:

• Sales Ops
• Implementation Consultant
• Technical Architect
• Pricing Manager
• Services
• Product Manager
• IT

Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist

Salesforce CPQ-Specialist Exam Syllabus Topics: