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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:

Utilize the ordering and contracting process
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)
Knowledgeable about CPQ package level settings and managed package considerations
Configure a dynamic quote template using quote terms, line columns, template sections and content.
Configure bundles (features, options, option constraints, configuration attributes) and product rules.
Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
Generate renewal and amendment quotes
Familiarity with native and advanced approvals
Configure user permissions, record types, page layouts, and field sets
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
Configure search filters, and custom actions for product selection and configuration

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

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

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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:

Given a scenario, use search filters, field sets, and custom actions to enable product selection and configuration

Salesforce CPQ-Specialist Exam Syllabus Topics:

Topic	Details
Topic 1	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 2	Quote Templates: In this section, the focus is on configuring a Quote Template to meet business requirements.
Topic 3	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.
Topic 4	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 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.

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

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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:

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