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

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

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

Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist

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Exam Topics of Salesforce Certified CPQ Specialist

The following are covered in SALESFORCE CPQ-SPECIALIST practice exams and SALESFORCE CPQ-SPECIALIST practice test:

• Bundle Configurations
• Products
• Product Selection
• Quote Template
• Orders, Contracts, Amendments, and Renewals
• CPQ Platform
• Pricing
• Approvals

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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
• Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements
• Set up CPQ for localization and multi-currency for international customers and users
• Given a scenario, determine the necessary CPQ package-level settings
• Demonstrate knowledge about the CPQ object data model as it relates to data migration
• Determine how the CPQ managed package fits within a Salesforce org
• Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects
• Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements

Difficulty in Attempting Salesforce Certified CPQ Specialist

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Salesforce CPQ-Specialist Exam Syllabus Topics: