Salesforce Certified CPQ Specialist Certificate
Content: 60 multiple-choice/multiple-select questions and up to five non-scored questions*
Time allotted to complete the exam: 105 minutes (time allows for unscored questions)
Passing score: 65%
Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment
Prerequisite: None required; course attendance highly recommended
Note: When evaluating questions and answers, please consider all currently available features including those available in either Lightning Experience or Salesforce Classic.
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Salesforce Certified CPQ Specialist Certificate details
About the Salesforce Certified CPQ Specialist Credential
The Salesforce Certified CPQ Specialist program is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and 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.
Audience Description: Salesforce Certified CPQ Specialist
A Salesforce Certified CPQ Specialist has experience with the Salesforce CPQ platform and CPQ terminology, and can troubleshoot and solve basic platform issues.
The Salesforce Certified CPQ Specialist generally has 1 year of experience in a CPQ Specialist role. 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.
- Configure Price Rules using lookup objects and formula fields, and understand quote calculation sequence and Quote Line pricing fields.
- Given a scenario, identify the appropriate pricing method (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).
- Configure a dynamic Quote Template using Quote Terms, Line Columns, Template Sections, and Template Content.
- Generate renewal and amendment Quotes.
- Troubleshoot and solve basic Price Rules, Product Rules, pricing issues, and data flow.
- Utilize the ordering and contracting processes.
- Set up Products, Price Books, and Price Book Entries.
- Configure user permissions, record types, page layouts, and field sets.
- Familiarity with native and Advanced Approvals.
- Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization).
- Knowledgeable about CPQ package level settings and managed package considerations.
- Configure Search Filters and Custom Actions for product selection and configuration.
- Utilize Composite Summary Variable.
A candidate for this exam may need assistance with:
- Block with Discount Schedule
- Nested bundles
- Parent Quote Terms
- Advanced grouping of Quote Template line items
- Advanced Quote Template topics
A candidate for this exam is not expected to know or do the following:
- CPQ plug-ins
- Custom Template Content
- Target URL in Custom Actions
- Integration to third-party web apps
- Salesforce Billing
- Subscription Management
- Legacy data handling
- Administer Force.com, Visualforce pages, Apex classes, JavaScript, and automation
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- IT
- Sales ops
- Technical architect
- Implementation consultant
- Services
- Product manager
- Pricing manager
