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

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

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

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Salesforce CPQ-Specialist Exam Syllabus Topics:

TopicDetails
Topic 1
  • Orders, Contracts, Amendments, and Renewals: This topic focuses on data required to generate Orders and Contracts. Moreover, the topic gives an understanding of generating renewal and amendment Quotes to meet business requirements.
Topic 2
  • Pricing: In this section, candidates are tested for their know-how of the appropriate pricing strategy, such as Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total, and how to determine expected pricing outcomes.
Topic 3
  • Approvals: In this section of the exam, topics covered include how to select and set up native or Advanced Approvals to meet business requirements.
Topic 4
  • CPQ Platform: In this section, topics discussed include how to design, set up, and maintain Price Rules using lookup objects and formula fields to meet business needs. It also discusses how to apply quote calculation sequence and how to utilize out-of-the-box and custom permissions, etc.
Topic 5
  • Products: This topic is all about setting up Products, Price Book Entries, and Price Books. Additionally, the topic explains the impact of product catalog setup on overall CPQ data flow.
Topic 6
  • Quote Templates: In this section, the focus is on configuring a Quote Template to meet business requirements.
Topic 7
  • Product Selection: In this section, the focus is on how to use Search Filters, field sets, and Custom Actions to enable product selection and configuration.

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:

  • Given a scenario, identify the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total, usage-based pricing)
  • Given a scenario, determine expected pricing outcomes

Under the dominance of knowledge-based economy, we should keep pace with the changeable world and renew our knowledge in pursuit of a decent job and higher standard of life. In this circumstance, possessing a CPQ-Specialist certification in your pocket can totally increase your competitive advantage in the labor market and make yourself distinguished from other job-seekers. Therefore our CPQ-Specialist study guide can help you with dedication to realize your dream, and it is a truism that it is a great opportunity for you to improve working efficiency and make the process of our work more easily and smoothly. We are pleased that you can spare your valuable time to have a look to our CPQ-Specialist test prep.

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