Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- Given a scenario, set up product rules to meet business requirements
- Given a scenario, set up a bundle structure to meet business requirements
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 bundles (features, options, option constraints, configuration attributes) and product rules.
- Configure search filters, and custom actions for product selection and configuration
- Generate renewal and amendment quotes
- Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
- Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
- Configure a dynamic quote template using quote terms, line columns, template sections and content.
- Knowledgeable about CPQ package level settings and managed package considerations
- Troubleshoot and solve basic product rules, pricing issues, and data flow
- Utilize the ordering and contracting process
- Familiarity with native and advanced approvals
- Manage products, pricebooks, and pricebook entries
- Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
- Configure user permissions, record types, page layouts, and field sets
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- IT
- Sales Ops
- Product Manager
- Pricing Manager
- Services
- Implementation Consultant
- Technical Architect
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Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements
- Set up CPQ for localization and multi-currency for international customers and users
- Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements
- Determine how the CPQ managed package fits within a Salesforce org
- Demonstrate knowledge about the CPQ object data model as it relates to data migration
- Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements
- Given a scenario, determine the necessary CPQ package-level settings
- Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects
Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist
Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- 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
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Salesforce CPQ-Specialist Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Orders, Contracts, Amendments, and Renewals | 15% | - Subscription and asset management - Amendment and renewal processes - Contract creation and management - Order generation from quotes |
| CPQ Platform | 23% | - Multi-currency and localization - Data model and data flow - CPQ package configuration and setup - Quote calculation sequence - Permissions, security, and UI configuration |
| Bundle Configurations | 17% | - Constraints and dependency rules - Bundle structure and setup - Product rules, options, and features |
| Product Selection | 7% | - Selection rules and visibility control - Streamlining product selection process - Search filters and guided selling |
| Quote Templates | 7% | - Template creation and customization - Line items, sections, and terms embedding - Document generation automation |
| Pricing | 16% | - Pricing strategies: discount schedules, block pricing, contracted pricing, subscription pricing - Percent-of-total and usage-based pricing - Price rules and formula fields - Pricing outcome analysis and troubleshooting |
| Approvals | 4% | - Approval rules and configuration - Standard and advanced approval processes |
| Products | 11% | - Product records and families - Product lifecycle and catalog setup - Price books and price book entries |
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