


Are you ready to prepare for the Salesforce Certified CPQ Specialist exam ?
The Salesforce Certified CPQ Specialist program is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform.
A Salesforce Certified CPQ Specialist has experience with the Salesforce CPQ platform and CPQ terminology, and can troubleshoot and solve basic platform issues.
The Salesforce Certified CPQ Specialist generally has 1 year of experience in a CPQ Specialist role. 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 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 Prices, Contracted Prices, subscription pricing, percent-of-total).
Configure a dynamic Quote Template using Quote Terms, Line Columns, Template Sections, and Template Content.
Generate renewal and amendment Quotes.
Troubleshoot and solve basic Price Rules, Product Rules, pricing issues, and data flow.
Utilize the ordering and contracting processes.
Set up Products, Price Books, and Price Book Entries.
Configure user permissions, record types, page layouts, and field sets.
Familiarity with native and Advanced Approvals.
Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization).
Knowledgeable about CPQ package level settings and managed package considerations.
Configure Search Filters and Custom Actions for product selection and configuration.
Utilize Composite Summary Variable.
Exam Outline
CPQ Platform
Bundle Configurations
Pricing
Quote Templates
Product Selection
Orders, Contracts, Amendments, and Renewals
Products
Approvals