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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:
- Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
- Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
- Troubleshoot and solve basic product rules, pricing issues, and data flow
- Generate renewal and amendment quotes
- Configure search filters, and custom actions for product selection and configuration
- Knowledgeable about CPQ package level settings and managed package considerations
- Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
- Configure a dynamic quote template using quote terms, line columns, template sections and content.
- Configure user permissions, record types, page layouts, and field sets
- Utilize the ordering and contracting process
- Familiarity with native and advanced approvals
- Manage products, pricebooks, and pricebook entries
- Configure bundles (features, options, option constraints, configuration attributes) and product rules.
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- Product Manager
- Technical Architect
- Services
- Sales Ops
- IT
- Pricing Manager
- Implementation Consultant
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 the necessary CPQ package-level settings
- 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
- Demonstrate knowledge about the CPQ object data model as it relates to data migration
- Set up CPQ for localization and multi-currency for international customers and users
- 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
Salesforce CPQ-Specialist Exam Syllabus Topics:
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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, recommend when to use orders, contracts, subscriptions, and assets to meet business requirements
- Demonstrate understanding of how to generate renewal and amendment quotes to meet business requirements
- Demonstrate understanding of the data required to generate orders and contracts
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