Overview

About the Salesforce Certified CPQ Specialist CredentialThe Salesforce Certified CPQ Specialist program is crafted for professionals experienced in deploying the Salesforce CPQ solution. This certification is ideal for Salesforce customers, partners, and employees eager to demonstrate their proficiency in designing, building, and managing quoting processes using the Salesforce CPQ platform. Certified CPQ Specialists exhibit their capability to create bundle configurations, oversee pricing strategies, generate output documents, and efficiently handle renewals and amendments.Audience Description: Salesforce Certified CPQ SpecialistA Salesforce Certified CPQ Specialist brings practical experience with the Salesforce CPQ platform and its specific terminology. They excel in troubleshooting and resolving fundamental platform issues. Typically, a CPQ Specialist has approximately one year of experience in a relevant role and is skilled in the following areas:Bundle Configuration: Setting up Features, Options, Option Constraints, Configuration Attributes, and Product Rules.Price Rules: Configuring Price Rules using lookup objects and formula fields, and understanding quote calculation sequences and Quote Line pricing fields.Pricing Methods: Selecting appropriate pricing strategies such as Discount Schedules, Block Prices, Contracted Prices, subscription pricing, and percent-of-total based on various scenarios.Quote Templates: Developing dynamic Quote Templates incorporating Quote Terms, Line Columns, Template Sections, and Template Content.Renewals and Amendments: Creating renewal and amendment Quotes.Troubleshooting: Resolving issues related to Price Rules, Product Rules, pricing, and data flow.Ordering and Contracting: Effectively utilizing ordering and contracting processes.Product Setup: Configuring Products, Price Books, and Price Book Entries.User Configuration: Setting up user permissions, record types, page layouts, and field sets.Approvals: Understanding both native and Advanced Approvals.Data Model Knowledge: Comprehending the CPQ object data model, including object relationships, twin fields, data migration, and localization.Package Settings: Familiarity with CPQ package-level settings and managed package considerations.Product Selection: Configuring Search Filters and Custom Actions for product selection and configuration.Composite Summary Variable: Effectively utilizing Composite Summary Variables.Areas Where Candidates May Need AssistanceImplementing Block with Discount SchedulesManaging Nested BundlesHandling Parent Quote TermsAdvanced grouping of Quote Template line itemsComplex Quote Template configurationsAreas Not Required for CandidatesCPQ plug-insCustom Template ContentTarget URLs in Custom ActionsIntegration with third-party web applicationsSalesforce BillingSubscription ManagementLegacy data handlingTypical Job RolesIndividuals pursuing the Salesforce Certified CPQ Specialist certification often hold positions such as:IT ProfessionalsSales Operations SpecialistsTechnical ArchitectsImplementation ConsultantsService ManagersProduct ManagersPricing ManagersAbout the ExamExam Details:Format: 60 multiple-choice/multiple-select questions plus up to five non-scored questions*Duration: 105 minutes (includes time for unscored questions)Passing Score: 65%Registration Fee: US$200, plus applicable taxesRetake Fee: US$100, plus applicable taxesDelivery Options: Proctored exams available onsite at testing centers or through online proctored environments. Schedule your exam here.References: No reference materials are permitted during the exam.Prerequisites: None required, though attending the course is highly recommended.Important Notes:The exam may include up to five additional unscored questions to evaluate question performance. These do not impact your final score.Ensure you are familiar with all features available in both Lightning Experience and Salesforce Classic when preparing for the exam.CPQ Platform: 23%Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.Given a business process, demonstrate knowledge of CPQ data flow (for example, twin fields) across CPQ objects.Demonstrate knowledge about the CPQ object data model as it relates to data migration.Set up CPQ for localization and multi-currency for international customers and users.Given a scenario, determine the necessary CPQ package-level settings.Determine how the CPQ managed package fits within a Salesforce org.Bundle Configurations: 17%Given a scenario, set up a bundle structure to meet business requirements.Given a scenario, set up Product Rules to meet business requirements.Pricing: 16%Given a scenario, identify the appropriate pricing strategy (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).Given a scenario, determine expected pricing outcomes.Quote Templates: 7%Given a scenario, set up a Quote Template to meet business requirements.Product Selection: 7%Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.Orders, Contracts, Amendments, and Renewals: 15%Demonstrate understanding of the data required to generate Orders and Contracts.Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.Products: 11%Demonstrate how to set up Products, Price Books, and Price Book Entries.Demonstrate how product catalog setup impacts overall CPQ data flow.Approvals: 4%Select and set up native or Advanced Approvals to meet business requirements.

Skills

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