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Salesforce CPQ-Specialist: Salesforce Certified CPQ Specialist

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Reading Time: 9 mins | Publish Date: 9 Mar 2024 | Update Date: 16 Mar 2024

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.
  • 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 pricing, contracted prices, subscription pricing, percent-of-total)
  • Configure a dynamic quote template using quote terms, line columns, template sections and content.
  • Generate renewal and amendment quotes
  • Troubleshoot and solve basic product rules, pricing issues, and data flow
  • Utilize the ordering and contracting process
  • Manage products, pricebooks, and pricebook 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

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

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

Exam Topics of Salesforce Certified CPQ Specialist

The following are covered in SALESFORCE CPQ-SPECIALIST practice exams and SALESFORCE CPQ-SPECIALIST practice test:

  • CPQ Platform
  • Bundle Configurations
  • Pricing
  • Quote Template
  • Product Selection
  • Orders, Contracts, Amendments, and Renewals
  • Products
  • Approvals

Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

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

  • 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
  • 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
  • Given a scenario, determine the necessary CPQ package-level settings
  • Determine how the CPQ managed package fits within a Salesforce org

Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

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

  • Given a scenario, set up a bundle structure to meet business requirements
  • Given a scenario, set up product rules to meet business requirements

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

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, set up a quote template to meet business requirements

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

Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

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

  • Demonstrate understanding of the data required to generate orders and contracts
  • Demonstrate understanding of how to generate renewal and amendment quotes to meet business requirements
  • Given a scenario, recommend when to use orders, contracts, subscriptions, and assets to meet business requirements

Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

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

  • Demonstrate how to set up products, pricebooks, and pricebook entries
  • Demonstrate how product catalog setup impacts overall CPQ data flow

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:

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

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

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

Certification Path of Salesforce Certified CPQ Specialist

This exam is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It’s also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This exam is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential.

Who should take the Salesforce Certified CPQ Specialist

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

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

How much does Salesforce Certified CPQ Specialist costs

  • Examination Name: Salesforce Certified CPQ Specialist
  • Passing Score: 60% or higher
  • Length of Exam: 85 min
  • Types of questions: Performance Based Questions
  • No of Questions: 60 Questions
  • Examination Fees: $200 USD

Benefits of Salesforce Certified CPQ Specialist

  • With a salesforce certification, you’ll get to know the in-depth knowledge of the platform, which will help you enhance you insights in sales and customer relations. Also, as you keep on digging through this field, you’ll get to know about various tools which you haven’t heard about before, even when you considered yourself to be the expert in that field.
  • The training courses related to salesforce certification are meant to provide you hands-on experience. They have a lot of material in place about industry-relevant live projects, case studies based on real-life situations and scenarios-with which you’ll learn a lot practically. You can expect about 12-hour training devoting for live projects and 20 hours in class lab practice when you enroll for a salesforce certification.
  • Even when you have experience as a salesforce professional, we recommend you to go for a salesforce certification if you are working at an organization/firm engaged in looking for active presence of customers, who want that their company becomes a topic of discussion amongst the customers.
  • Many companies faced a problem using the salesforce, due to the fact that they did not have a solid and functional plan to optimize their sales force, even after taking the decision to implement it. This only resulted in not using the platform to its full potential and missing a large part of the platform’s functionality. If you have a salesforce certification in hand then you’ll surely help your company in optimizing and customizing the salesforce, leading and advising your managers. Hence the company would get benefitted through your certification.
  • Employers without any second thoughts are realizing the value of Salesforce certified experts adding benefits to their business. Hence, with time more and more organizations are willing to hire certified individuals than non- certified candidates. Presently, there is a huge population of applicants competing for the position in the Salesforce market.
  • The demand for experts in every field is growing at a fast speed, and so it is in the salesforce domain. Companies want to hire professionals who can prove to be an asset for their organization, and with this certification, an individual can surely provide a lot of support.
  • An individual who has been able to obtain this certification, is like a diamond for his/her organization, contributing a lot for its success. He/she would guide the organization in any decisions, with his innovative applications and strategies. Apart from these this certification will help you a lot in the recruitment process and will get you a higher pay as discussed in the former points.

Difficulty in Attempting Salesforce Certified CPQ Specialist

Candidates who want to build a solid foundation in all exam topics and related technologies usually combine video lectures with study guides to reap the benefits of both but there is one crucial preparation tool as often overlooked by most candidates the practice exams. Practice exams are built to make students comfortable with the real exam environment.

This exam requires all candidate attention with practice. So, if candidate wants to pass this Salesforce exam with good grades then he has to choose the right preparation material. By passing the Salesforce exam can make a lot of difference in your career. Many candidates wants to achieve success in the Salesforce exam but they are failing in it. Because of their wrong selection but if the candidate can get valid and latest Salesforce study material then he can easily get good grades in the Salesforce exam. Certification-questions providing many Salesforce exam questions that help the candidate to get success in the Salesforce PDI test. Our dumps are specially designed for those who want to get their desired results in the just first attempt. Salesforce questions provided by Certification-questions make candidate preparation material more impactful and the best part is that the training material provided by Certification-questions for Salesforce exams are designed by our experts in the several fields of the IT industry.

Smart Candidates who want to build a solid foundation in all exam topics and related technologies usually combine video lectures with study guides to reap the benefits of both but there is one crucial preparation tool as often overlooked by most candidates the practice exams. Practice exams are built to make students comfortable with the real exam environment. Statistics have shown that most students fail not due to that preparation but due to exam anxiety the fear of the unknown. Certification-questions.com expert team recommends you to prepare some notes on these topics along with it don’t forget to practice exam dumps which been written by our expert team. Both of these will help you a lot to clear this exam with good marks. Our SALESFORCE CPQ-SPECIALIST dumps and SALESFORCE CPQ-SPECIALIST dumps pdf have all the content to pass the certification exam.

For more info read reference:

CPQ Official Certification Site

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