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Salesforce CPQ Specialist Exam Guide

Salesforce CPQ Specialist Exam Guide

Prepare yourself for the Salesforce CPQ Specialist certification exam with our comprehensive Exam Guide. This invaluable resource will be your go-to companion for understanding the exam requirements and preparing effectively. Become a master in configuring and implementing Salesforce CPQ (Configure, Price, Quote) solutions, streamlining the sales process, and maximizing revenue. Dive into the exam format, objectives, and recommended training materials to ensure success in attaining your Salesforce CPQ Specialist certification. Elevate your career as a certified CPQ Specialist, equipped with the expertise to drive sales efficiency and customer satisfaction within the Salesforce ecosystem.

Salesforce CPQ Specialist Exam and Program Overview

The Salesforce CPQ Specialist Exam and Program provide a comprehensive assessment and learning path for individuals seeking to become experts in implementing the Salesforce CPQ solution. This program is designed to validate the skills and knowledge of professionals involved in designing, configuring, and troubleshooting quoting processes using the Salesforce CPQ platform.

The exam itself consists of 60 multiple-choice/multiple-select questions and 5 unscored questions, with a passing score of 65%. It covers a wide range of topics, including CPQ platform configuration, bundle configurations, pricing strategies, quote templates, product selection, orders, contracts, amendments, and renewals. The exam is available both in proctored exam centers and through online proctoring, providing flexibility and convenience for candidates.

The Salesforce CPQ Specialist Program is ideal for Salesforce customers, partners, and employees who want to demonstrate their expertise and proficiency in utilizing the Salesforce CPQ solution. By earning the Salesforce Certified CPQ Specialist credential, professionals can differentiate themselves in the market, showcase their ability to deliver successful CPQ implementations, and enhance their career prospects. The program offers recommended training courses, self-study materials, and Trailhead trails to help candidates prepare for the exam and acquire the necessary skills to excel in their roles as CPQ Specialists.

With the Salesforce CPQ Specialist Exam and Program, individuals can expand their knowledge and understanding of the Salesforce CPQ platform, gain recognition for their expertise, and contribute to the success of organizations by streamlining and optimizing quoting processes. Whether you are an experienced CPQ professional or looking to enter the field, this program provides a valuable opportunity to validate your skills, stay up-to-date with industry best practices, and become a trusted expert in Salesforce CPQ implementations.

 

Who is it for

The Salesforce CPQ Specialist credential is intended for individuals who have hands-on experience with the Salesforce CPQ solution. This certification is well-suited for Salesforce customers, partners, and employees who are involved in designing and implementing quoting processes using the Salesforce CPQ platform. It is specifically designed for professionals who have spent at least one year in a CPQ Specialist role and possess a solid understanding of CPQ terminology.

The Salesforce Certified CPQ Specialist exam evaluates candidates' proficiency in various areas, including configuring bundles, pricing, output documents, renewals, and amendments. It assesses their ability to build bundle configurations, define pricing rules, and generate quotes using the Salesforce CPQ platform. Candidates are expected to have a deep understanding of CPQ object data model, product catalog setup, pricing strategies, and quote templates.

By obtaining the Salesforce Certified CPQ Specialist certification, professionals can showcase their expertise in leveraging the Salesforce CPQ solution to streamline quoting processes and enhance sales effectiveness. This certification serves as a testament to their ability to configure complex quoting flows and troubleshoot basic platform issues. Whether you are an IT professional, sales operations specialist, technical architect, implementation consultant, or product/pricing manager, achieving this credential can demonstrate your commitment to mastering the Salesforce CPQ platform and advancing your career in the Salesforce ecosystem.

 

Key capabilities expected from the candidate include:

The Salesforce CPQ Specialist Exam expects candidates to demonstrate proficiency in several key capabilities related to the Salesforce CPQ platform. These capabilities include:

  1. Designing and Configuring Price Rules: Candidates should be able to design, configure, and troubleshoot price rules using lookup objects and formula fields. They should understand how to meet business requirements by applying the appropriate price calculation sequence and leveraging quote line pricing fields effectively.

  2. Bundle Configurations: Candidates should have the ability to set up bundle structures to meet business requirements. This includes configuring features, options, option constraints, and configuration attributes within bundles. They should also be knowledgeable about product rules and their role in bundle configurations.

  3. Pricing Strategies: Candidates should be familiar with various pricing strategies such as discount schedules, block prices, contracted prices, subscription pricing, and percent-of-total calculations. They should be able to identify the appropriate pricing method based on given scenarios and ensure pricing outcomes align with business requirements.

  4. Quote Templates: Candidates should have the skills to configure dynamic quote templates using quote terms, line columns, template sections, and template content. They should understand how to create quote templates that meet specific business requirements, enabling effective communication with customers.

  5. Orders, Contracts, Amendments, and Renewals: Candidates should demonstrate a solid understanding of generating orders, contracts, renewal quotes, and amendment quotes. They should be able to recommend the appropriate use of orders, contracts, subscriptions, and assets based on business requirements.

These are just a few examples of the key capabilities expected from candidates appearing for the Salesforce CPQ Specialist Exam. Mastery of these capabilities ensures that professionals are equipped to successfully implement and leverage the Salesforce CPQ solution in real-world scenarios, providing value to organizations and their customers.

Purpose of this Exam Guide

The purpose of the Salesforce CPQ Specialist Exam Guide is to provide candidates with a comprehensive resource that helps them evaluate their readiness to pass the Salesforce CPQ Specialist Exam. This guide serves as a roadmap, offering valuable information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives.

By studying the Exam Guide, candidates can gain insights into the specific knowledge and skills required to succeed in the exam. It outlines the areas and topics that will be covered, enabling candidates to focus their preparation effectively. The guide emphasizes the importance of a combination of on-the-job experience and self-study, recommending a variety of resources to maximize the likelihood of passing the exam.

Furthermore, the Exam Guide helps candidates understand the structure and format of the exam itself. It provides details such as the number of questions, the time allotted to complete the exam, the passing score, and registration and retake fees. Candidates can also find information about the delivery options, whether it's a proctored exam at a testing center or an online proctored environment.

Overall, the purpose of the Salesforce CPQ Specialist Exam Guide is to assist candidates in their preparation journey, ensuring they have the necessary knowledge, skills, and confidence to pass the exam and earn the esteemed Salesforce CPQ Specialist credential.

 

About the Exam

The Salesforce CPQ Specialist Exam serves as a comprehensive evaluation of a candidate's proficiency in Salesforce CPQ, focusing on their ability to design, configure, and implement quoting flows using the Salesforce CPQ platform. Here are some key points to understand about the exam:

  1. Purpose: The exam is designed to validate a candidate's skills and knowledge in Salesforce CPQ, showcasing their expertise in areas such as bundle configurations, pricing strategies, quote templates, product selection, and orders/contracts management.

  2. Exam Format: The exam consists of 60 multiple-choice and multiple-select questions, along with 5 unscored questions for data gathering. Candidates are given 105 minutes to complete the exam, which includes time for the unscored questions.

  3. Passing Score and Certification: To pass the exam, candidates must achieve a score of at least 65%. Successful completion of the exam leads to the Salesforce Certified CPQ Specialist credential, which signifies a candidate's ability to effectively implement Salesforce CPQ solutions.

  4. Recommended Preparation: Salesforce recommends a combination of on-the-job experience, training courses, Trailhead trails, and self-study to maximize the chances of success in the exam. Candidates should familiarize themselves with CPQ terminology, configure pricing and product rules, understand quote calculation sequences, and have a solid grasp of CPQ object data models.

  5. Registration and Retake: Candidates can register for the exam by paying a registration fee of USD 200, plus applicable taxes. In case of a retake, a fee of USD 100, plus applicable taxes, is required. The exam can be taken either at a testing center or through online proctoring.

By successfully passing the Salesforce CPQ Specialist Exam, candidates demonstrate their expertise in Salesforce CPQ and enhance their professional credibility in designing and implementing quoting solutions on the Salesforce platform. It opens up opportunities for career advancement and showcases their dedication to mastering the Salesforce CPQ ecosystem.

 

Recommended Training and References

To prepare for the Salesforce CPQ Specialist Exam, Salesforce recommends a combination of hands-on experience, training courses, Trailhead trails, and self-study. Here are some recommended training and reference materials to help you in your exam preparation:

  1. Trailmix: Prepare for Your Salesforce CPQ Specialist Credential - This Trailmix on Trailhead provides a curated collection of modules and trails specifically designed to prepare you for the exam. It covers topics such as CPQ platform fundamentals, bundle configurations, pricing strategies, quote templates, and more.

  2. Course: Configure and Administer a Salesforce CPQ Solution (CPQ301) - This instructor-led course offered by Trailhead Academy provides comprehensive training on configuring and administering Salesforce CPQ solutions. It covers topics such as price rules, bundle configurations, product selection, quote templates, and orders/contracts management.

  3. Online Documentation, Tip Sheets, and User Guides - Salesforce offers a wealth of online documentation and resources that cover various aspects of Salesforce CPQ. You can search for specific topics listed in the exam outline and study the information related to those topics. These resources can be accessed through Salesforce Help.

It is important to note that a combination of practical experience, training, and self-study is crucial to maximize your chances of success in the exam. Take advantage of the recommended resources, dive into hands-on exercises, and explore real-world scenarios to deepen your understanding of Salesforce CPQ.

Remember, thorough preparation will not only help you pass the exam but also equip you with the skills and knowledge needed to excel in designing and implementing Salesforce CPQ solutions in real-world scenarios.

 

Exam Outline

The Salesforce CPQ Specialist Exam is designed for individuals with experience in implementing the Salesforce CPQ solution. It targets Salesforce customers, partners, and employees who aim to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform.

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.

  • Demonstrate knowledge of CPQ data flow across CPQ objects, including twin fields.

  • Understand the CPQ object data model as it relates to data migration.

  • Set up CPQ for localization and multi-currency for international customers and users.

  • Determine necessary CPQ package-level settings and how the CPQ managed package fits within a Salesforce org.

Bundle Configurations: 17%
  • Set up a bundle structure to meet business requirements.

  • Configure Product Rules to meet business requirements.

Pricing: 16%
  • Identify the appropriate pricing strategy for different scenarios, such as Discount Schedules, Block Prices, Contracted Prices, subscription pricing, and percent-of-total.

  • Determine expected pricing outcomes.

Quote Templates: 7%
  • Set up a Quote Template to meet business requirements.

Product Selection: 7%
  • Use Search Filters, field sets, and Custom Actions to enable product selection and configuration.

Orders, Contracts, Amendments, and Renewals: 15%
  • Understand the data required to generate Orders and Contracts.

  • Generate renewal and amendment Quotes to meet business requirements.

  • Recommend when to use Orders, Contracts, Subscriptions, and Assets based on business requirements.

Products: 11%
  • Set up Products, Price Books, and Price Book Entries.

  • Understand how product catalog setup impacts overall CPQ data flow.

Approvals: 4%
  • Select and set up native or Advanced Approvals to meet business requirements.

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