The Salesforce CPQ (Configure, Price, Quote) Specialist exam is a certification exam designed for professionals who work with Salesforce’s CPQ platform. This platform allows sales teams to generate accurate quotes and proposals for customers, configure products and services based on customer needs, and provide pricing and discount options.
The exam is intended to test the candidate’s knowledge of the Salesforce CPQ platform and their ability to apply that knowledge in real-world scenarios. Some key areas of focus for the exam include pricing and product configuration, quoting and contracting, and implementation and customization of the CPQ platform.
Salesforce CPQ Specialist Exam Glossary
- Salesforce CPQ: A platform that allows sales teams to generate accurate quotes and proposals for customers, configure products and services based on customer needs, and provide pricing and discount options.
- Product Catalog: The collection of products and services that a company offers, including their pricing and other details.
- Price List: A set of prices for specific products or services that can be applied to quotes and orders.
- Discount Schedule: A set of rules that determine how discounts are applied to specific products or services.
- Configuration: The process of selecting and configuring products and services to meet a customer’s needs.
- Quote: A document that outlines the products or services a customer is interested in, along with their pricing and any applicable discounts or promotions.
- Contract: A legally binding agreement between a customer and a company that outlines the terms and conditions of their business relationship.
- Renewal: The process of extending or renewing an existing contract with a customer.
- Bundle: A collection of products or services that are sold together as a single package.
- Product Rule: A rule that determines how certain products or services are priced or configured.
- Guided Selling: A process in which a sales rep uses a series of questions and prompts to guide a customer through the product selection and configuration process.
Salesforce CPQ Specialist Study Guide
- Salesforce Certified CPQ Specialist Exam Guide: This guide provides an overview of the exam, including the exam objectives, format, and recommended study resources. You can find the guide on the Salesforce Certification website.
- Trailhead: Salesforce offers a variety of CPQ Specialist Trailhead modules to help you prepare for the exam. These modules cover topics such as product configuration, pricing, quoting, and orders. You can access these modules for free on the Salesforce Trailhead website.
- Salesforce CPQ Specialist Study Group: Salesforce offers an online study group for CPQ Specialist certification. This group is led by Salesforce Certified Instructors and is designed to help you prepare for the exam through weekly online sessions. You can find more information about the study group on the Salesforce Certification website.
- Salesforce CPQ Specialist Practice Exam: Salesforce offers a practice exam to help you prepare for the CPQ Specialist certification exam. This exam includes 20 multiple-choice questions and is designed to help you identify areas where you may need additional study. You can access the practice exam on the Salesforce Certification website.
- Official Salesforce Training: Salesforce offers instructor-led and online training courses for CPQ Specialist certification. These courses cover topics such as product configuration, pricing, quoting, and orders. You can find more information about these courses on the Salesforce Training website.
Salesforce CPQ Specialist Exam Tips and Tricks
- Know the exam format: The CPQ Specialist exam consists of 60 multiple-choice questions, and you will have 105 minutes to complete it. The exam is administered online and is proctored.
- Understand the exam objectives: Salesforce provides a detailed exam guide that outlines the exam objectives. Be sure to study and understand each objective to ensure that you are well-prepared for the exam.
- Take advantage of study materials: Salesforce provides a variety of study materials, such as Trailhead modules, study groups, and official training courses. Be sure to take advantage of these resources to help you prepare for the exam.
- Practice with real-world scenarios: Salesforce CPQ is a highly customizable solution, and the exam will test your ability to configure it to meet real-world business needs. Practice with scenarios that are similar to those that you may encounter in a real-world CPQ implementation.
- Focus on the details: The exam questions are designed to test your knowledge of the details of CPQ, such as product configurations, pricing, quoting, and orders. Be sure to pay close attention to these details when studying.
- Use the “mark for review” feature: If you’re unsure about a particular question, use the “mark for review” feature to come back to it later. This will help you manage your time more effectively during the exam.
Salesforce CPQ Specialist Exam Objectives
The exam Course Outline makes sure that you have a clear vision of the exam. It highlights the exam objectives and necessary skills that you require to crack the exam. Moreover, it covers descriptive details about the exam domains. These domains cover various subtopics. This is to help candidates prepare for the exam by identifying specific content within each topic that may be tested.
- CPQ Platform: 23%
- Bundle Configurations: 17%
- Pricing: 16%
- Quote Templates: 7%
- Product Selection: 7%
- Orders, Contracts, Amendments, and Renewals: 15%
- Products: 11%
- Approvals: 4%
How difficult is the Salesforce CPQ Specialist Exam exam?
Skilled Salesforce CPQ specialists are in short supply, regardless of their increasing demand. This is because the Salesforce CPQ Specialist certification is one of the toughest certifications to obtain. So the only answer to ‘How hard is the Salesforce CPQ Specialist certification exam’? The answer is how well you’ve prepared.
Therefore, a better question to ask is, “How to prepare for the Salesforce CPQ Specialist exam?” While not every topic will be easy to learn because some concepts are tough to grasp and take time, you just need the right resources. Also, you need to have some amount of hands-on work experience with CPQ. This will help you in understanding the scenario-based questions and broaden your knowledge horizon. Always remember that your preparations demand extra efforts, hard work, and dedication. And preparing with the right resources is your road to success.
Fortunately, there are a few resources that will make your journey a lot easier. Let us have a look at these resources
Salesforce CPQ Specialist Study Guide
There goes a lot of hard work and consistency in preparation for an exam. It is the key to your lucrative career and opens various opportunities for you. Therefore you must choose the right resources that align with your level of understanding.
Trailhead
Trailhead is the most important aspect of your preparations when it comes to Salesforce. With Trailhead, you can review online Documentation, Tip Sheets, and User Guides, search for the topics listed in the Exam Outline section of this guide and study the information related to those topics. It reinforces the core ideas and provides a different approach for the exam conecpts.
Get Started with Training Courses
Getting hands-on experience is the most important experience for exams like Salesforce CPQ Specialist Certification. And, the only way you can achieve this is through Training Course. Nonetheless, Salesforce offers the candidate quite a few options to choose from. So, head to their website, if you want to master your skills.
The expert-led courses offered by Salesforce are:
- Firstly, Salesforce CPQ Admin Essentials for New Administrators (CPQ-201)
- Also, Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ-211)
Books to refer
Books have been an age old tradition and essential ingredient when it comes to preparing for any exam. They provide a deep understanding of the exam concepts. Also, books offer real life scenarios that help you prepare for a practical exam. So, here are a few of our picks that will help you achieve the credentials-
- Firstly, Salesforce CPQ Specialist by Saransh Paliwal
- Secondly, Salesforce CPQ A Complete Guide by Gerardus Blokdyk
Trailblazer Community
What if you’re stuck somewhere while learning and need an answer from some expert or any adviser. Don’t know what to do then? Take it from us, join the Trailblazer Community. On joining the community, you can exchange ideas, ask and answer questions, join featured groups. Moreover, these groups will help you stay up to date with the exam.
Online Tutorials
Online Tutorials enhance your knowledge and provide in depth understanding of the exam concepts. Moreover, they act as your support throughout your journey towards the exam. These resources will help you stay consistent and determined. They enrich your learning experience.
Evaluate yourself with Practice Tests
Practice tests prepare you for the real exams in a very systematic manner. We know practice makes a man perfect. Therefore attempting an ample number of tests will make you ready for the exam. They help you gain real time experience of the exam. These timed tests help you assess your weaker areas. Strengthening them will surely bring success in the exam. To stay ahead of your competition and boost your confidence you must include practice tests in your Revision Journey. Let’s start practising Now!
