Salesforce CPQ Specialist
Certified Salesforce CPQ Specialist credential is intended for candidates who have knowledge implementing the Salesforce CPQ solution. This exam focuses on the Salesforce customers, partners, and Salesforce employees who wish to showcase their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform. After qualifying, the Salesforce Certified CPQ Specialists will be able to demonstrate their ability to organise bundle configurations, pricing, output documents and renewals, and amendments.
Skills Acquired
A candidate for the Salesforce Certified CPQ Specialist Exam will be able to do the following tasks proficiently –
- Composite summary variable
- Block with discount schedule
- Nested bundles
- Nested quote terms
- Advanced grouping
- Advanced quote template topics
Learning Objectives
The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution and has the skills and knowledge of the following concepts.
Salesforce CPQ Specialist Interview Questions
Let us look at some Salesforce CPQ Specialist Interview Questions which would give you an idea about what questions you should expect in the interview and how to prepare for them
Exam Prerequisites
The Salesforce Certified CPQ Specialist must have experience with the Salesforce CPQ platform, CPQ terminology, and should be able to troubleshoot and solve basic platform issues. Also, the candidate should ensure that they have a minimum of one year of experience in a CPQ Specialist role.
Target Audience | Salesforce Certified CPQ Specialist
This exam is designed especially for the Salesforce customers, partners, and Salesforce employees who wish to demonstrate their abilities and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform.
Salesforce Certified CPQ Specialist includes the following job roles :
- IT
- Sales Ops
- Technical Architect
- Implementation Consultant
- Services
- Product Manager
- Pricing Manager
Exam Details
Exam details about the Salesforce CPQ Specialist exam.
The Salesforce CPQ Specialist Exam Questions are in multiple-choice/multiple-select questions format. You will get 105 minutes to complete the 60 questions of this exam. Moreover, the exam will cost you $200 USD, plus applicable taxes as per local law. Also, this is a Proctored exam delivered onsite at a testing centre or in an online proctored environment.
Exam Outline
The Salesforce CPQ Specialist exam validates a candidate’s knowledge and skills related to the following objectives. A candidate must have hands-on experience with CPQ and demonstrate the knowledge and expertise in each of the areas below.
Topic 1: CPQ Platform: 23%
- Designing, configuring, and troubleshooting price rules using lookup objects and formula fields to meet business requirements. (Salesforce Documentation: Price Rule Considerations, Using Price Rule Lookup Queries Against Custom Objects)
- Applying an understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements. (Salesforce Documentation: Price Rule Considerations, Pricing and Calculation Package Settings, CPQ Quote Calculation Sequence)
- Utilizing out-of-the-box and custom permissions, record types, fieldsets, and page layouts to ensure users can fulfill their job requirements. (Salesforce Documentation: Salesforce CPQ Profile Permissions)
- Demonstrating knowledge of CPQ data flow across CPQ objects. (Salesforce Documentation: Mapping Custom Fields Between Objects)
- Demonstrating knowledge about the CPQ object data model as it relates to data migration. (Salesforce Documentation: Implementing CPQ – Data Migration Considerations And Best Practices)
- Setting up CPQ for localization and multi-currency for international customers and users. (Salesforce Documentation: Guidelines for Using Salesforce CPQ in Multicurrency Orgs, Translating Salesforce CPQ Records, Multi-currency in Salesforce CPQ)
- Determining the necessary CPQ package-level settings. (Salesforce Documentation: CPQ Package Settings)
- Determine how the CPQ managed package fits within a Salesforce org. (Salesforce Documentation: Salesforce CPQ Installation)
Topic 2: Bundle Configurations: 17%
- Setting up a bundle structure to meet business requirements. (Salesforce Documentation: Product Bundles, Constraint Guidelines, Considerations for Product Options, Configuration Attribute Guidelines)
- Setting up product rules to meet business requirements. (Salesforce Documentation: Product Rule Guidelines, Product Rules)
Topic 3: Pricing: 16%
- Identifying the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, per cent-of-total, usage-based pricing). (Salesforce Documentation: Product Pricing Methods, Term Discount Schedules for Subscription Products, Slab Discount Schedules with Block Prices, Contracted Pricing, Block Pricing)
- Determining expected pricing outcomes. (Salesforce Documentation: Product Pricing Overview, Apply Partner Discounts first in the price waterfall with Salesforce CPQ)
Topic 4: Quote Templates: 7%
- Setting up a quote template to meet business requirements. (Salesforce Documentation: Building Your CPQ Documents with CPQ Templates, Create, Preview, and Activate Quote Templates, Styling Your CPQ Quote Documents, Conditionally Show Template Sections
Topic 5: Product Selection: 7%
- Using search filters, fieldsets, and custom actions to enable product selection and configuration. (Salesforce Documentation: Create a Filtering Custom Action, Search Filters)
Topic 6: Orders, Contracts, Amendments, and Renewals: 15%
- Demonstrating the data required to generate orders and contracts. (Salesforce Documentation: Guidelines for Creating Orders, Creating a Contract from an Order, Creating a Contract from an Opportunity, Guidelines for Setting Up CPQ Orders)
- Demonstrating an understanding of how to generate renewal and amendment quotes to meet business requirements. (Salesforce Documentation: Amend Your Contracts and Assets, Amend Your Contracts, Renew Your Contracts and Assets, Amendment Processes)
- Recommending when to use orders, contracts, subscriptions, and assets to meet business requirements. (Salesforce Documentation: Manage Your Subscriptions and Assets, Subscription Guidelines)
Topic 7: Products: 11%
- Demonstrating how to set up products, price books, and price book entries. (Salesforce Documentation: Product, Price Book, Price Book Entry, and Product Schedule Fields, Manage Price Books, Guidelines for MDQ Products, Usage Pricing Guidelines)
- Demonstrating how product catalog setup impacts overall CPQ data flow. (Salesforce Documentation: How To: Salesforce CPQ: Create a Product Catalog)
Topic 8: Approvals: 4%
- Selecting and setting up advanced or native approvals to meet business requirements. (Salesforce Documentation: Setting Up Advanced Approvals)
Exam Policies
Salesforce Certification provides exam policies to support the candidates by providing every detail related to the certification program. However, candidates during studying for the Salesforce CPQ Specialist Exam should first go through and understand the Salesforce Certification exam policies. On this page, the candidates will get information about after the exam or before exam procedures. This includes the exam retaking process, rules to be followed during the exam time, and other information about the exams and its testing centres.
While preparing for the Salesforce CPQ Specialist Exam you will be solely responsible for understanding and complying with Salesforce Community Cloud Consultant Exam policies, together with the specified exam delivery provider’s policies and procedures.
If you still have a query regarding the Salesforce CPQ Specialist exam, visit the FAQ page here!
Preparation Guide: Salesforce CPQ Specialist
The whole point of having a preparation Guide is to direct in the right direction. Keeping that in mind, we assure you, this study guide will offer you with exactly what you need to qualify the exam. This will allow you to evaluate your readiness to successfully complete the Salesforce CPQ Specialist Certification Preparation.
Also, this Salesforce CPQ Specialist Study Guide presents information about the recommended training and documentation, hands-on experience, training course completion, Trailhead trails, and self-study- all with the intent of helping you achieve a passing score.
Review the Exam Objectives
First and foremost before you begin with the preparation for the certification exam, make sure you are up to date with all exam info. What happens if, certification exams keep on updating with new technology coming every day. So, your first step should be the Official website of Salesforce and view and match if you and the website are on the same page. If not, then make sure you’re equipped with all the new exam info that is out there.
Download the Exam Outline
After reviewing all the Exam Objectives, it becomes obvious to download the Pdf file for exam Outline. Make sure, you don’t skip this part. As mentioned earlier, the Exam Outline is the most important part of any certification exam. You can easily locate the exam outline on the official website as well. Also, make sure to view if there are any important notice, you must be updated on any new changes.
Importance of Trailhead
If you are someone who has already qualified and attained credentials with Salesforce, then you might know the importance of Trailhead. On the other hand, if you are a newbie, then let’s put it out there. Trailhead is the most important aspect of your preparation guide when it comes to Salesforce.
With Trailhead, the candidate can review online Documentation, Tip Sheets, and User Guides, search for the topics listed in the Exam Outline section of this guide and study the information related to those topics.
Get started with Training Course
Getting hands-on experience is the most important experience for exams like Salesforce CPQ Specialist Certification. And, the only way you can achieve is through Training Course. You can easily get acquainted with training courses for the same. Nonetheless, Salesforce offers the candidate with quite a few options to choose from. So, head to their website, if you want to master your skills. We highly recommend training courses. The understanding here is not one dimensional but rather viewing a problem from every angle possible.
The expert-led courses recommended for this exam include:
- Salesforce CPQ Admin Essentials for New Administrators (CPQ-201)
- Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ-211)
Books to consider
When it comes to certification exams, books can become an underrated learning resource. However, we beg to differ. Books are the ultimate source of knowledge and they help you understand the Salesforce CPQ Specialist Certification Questions. So, here are few of our picks that will help you achieve the credentials-
- Salesforce CPQ Specialist by Saransh Paliwal
- Salesforce CPQ A Complete Guide by Gerardus Blokdyk
Join the Community- Trailblazer Community
You know sometimes, we’re stuck with some problem or the other. Well, we all are humans, so that an obvious fact. However, what if you’re stuck somewhere with your preparation and need an answer from some expert oo any adviser. Don’t know what to do then?
Take it from us, join a community, and in this case join Trailblazer Community. You’ll thank us later, but this is the easiest way to get an answer to your problems. On joining the community, you can exchange ideas, ask and answer questions, join featured groups.
Practice Tests for Perfection
With all the mentioned training course and documentation, your last step in preparation must be going through Salesforce CPQ Specialist Practice Exam. Now, the internet is filled with so much noise. Therefore, for your convenience, we at Testprep Training are proud to announce, we provide free practice tests for you. Yes, all you ever asked for, we have got you covered. Since practice tests are one of the crucial steps you must not skip while appearing for the exam. We recommend going through as many practice tests as you can. FOR MORE PRACTICE TEST CLICK HERE.