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

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

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

Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:

• Select and set up advanced or native approvals to meet business requirements

A candidate for this exam will likely need assistance with:

• Nested quote terms
• Advanced quote template topics
• Advanced grouping
• Block with discount schedule
• Composite summary variable
• Nested bundles

A candidate for this exam is not expected to know how or do the following:

• Target URL in custom actions
• Administer Force.com, Visualforce pages, APEX classes, or JavaScript
• Legacy Data Handling
• Integration to third-party web apps
• CPQ plug-ins
• Billing
• Custom Template Content

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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:

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