Do you want to get certified as a Salesforce Certified CPQ Specialist? Do you want to demonstrate your skills, and expertise in the Salesforce CPQ platform, and CPQ terminology? Are you aspiring to crack the Salesforce CPQ Specialist exam? If your answer is yes, then you are in the right place. Read on, and we assure you that it’ll be worth it. We’ve got every crucial exam details for you, to help you with your exam preparation.
With the growth in business organizations and increasing competition, a CPQ Specialist certification will serve as a testimonial to your proficiency in supporting business processes. The demand is high for experts in designing, building, and implementing quoting flows, via the Salesforce CPQ platform. So if you want to get skilled in implementing, and rolling out the CPQ package. Then, we highly recommend you to attain the Salesforce CPQ Specialist certification.
Perks of taking the Salesforce Certified CPQ Specialist Exam
The Salesforce Certified CPQ Specialist certification exam’s main aim is to evaluate the expertise of the candidates in the CPQ platform. The exam is primarily for IT professionals, Sales Ops, Technical architects, and also for Implementation Consultants. The chief perspective of the exam is to make the candidates familiar with the Salesforce CPQ solutions, to prove how valuable of an asset they can be for any business organization. Below, we have summarized some benefits of the Salesforce CPQ Specialist exam
- Most importantly, you will be able to build solutions to support business processes
- Secondly, you’ll become capable of troubleshooting, and solving basic platform, and pricing issues, and also, product rules
- You will get skilled in the configuration of bundles, product rules, quote processes, and templates, and also, custom actions
- Also, you’ll gain command in defining business sales processes
- Finally, you will possess the knowledge of CPQ object data model, CPQ package level settings and price waterfall
Exam Details
Now that you know the benefits of taking the Salesforce Certified CPQ Specialist exam, it’s now time to start with your preparation. So, before you get excited and commence your preparation, you must get familiar with the basic exam details, to help you in your exam prep. Candidates taking the exam, will undergo a proctored exam, which will be of 105 minutes. Also, the Salesforce CPQ Specialist Exam Questions are in multiple-choice questions format. And, to attain the certification, candidates will be required to achieve a minimum score of 68%.
| Exam Name | Salesforce Certified CPQ Specialist Exam |
| Exam Duration | 105 minutes |
| Number of Questions | 60 multiple choice questions |
| Passing Score | 68% and above |
| Prerequisite | None required, course attendance highly recommended |
To crack the certification exam, with an excellent performance report, candidates must have prior knowledge of the following
- Composite summary variables
- Also, Block with discount schedule
- Then, Nested bundles, and quote terms
- Advanced grouping
- Finally, Advanced quote template topics
Course Outline
The Salesforce Certified CPQ Specialist exam screens the candidates’ expertise in business, and products, related to the CPQ Platform. It is very important to familiarize yourself with the exam objectives and then head towards your preparation. For each objective of the Salesforce Certified CPQ Specialist exam, the percentage in the parenthesis demonstrates the approximate weight-age of questions asked from each domain. Now since there are some tricky questions that involve knowledge of more than one domain, the percentage does not resemble the exact weightage of questions in the exam. So now we’ll have a quick review at each objective of the Salesforce Certified CPQ Specialist exam. You will be able to then prepare a strategy for your exam preparation. You need to ace your experience with the CPQ, and must have the knowledge and expertise in each of the given exam objectives
Topic 1: CPQ Platform: 23%
- Designing, configuring, and troubleshooting price rules using lookup objects and formula fields to meet business requirements. (Salesforce Documentation: Price Rule Considerations, Using Price Rule Lookup Queries Against Custom Objects)
- Applying an understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements. (Salesforce Documentation: Price Rule Considerations, Pricing and Calculation Package Settings, CPQ Quote Calculation Sequence)
- Utilizing out-of-the-box and custom permissions, record types, fieldsets, and page layouts to ensure users can fulfill their job requirements. (Salesforce Documentation: Salesforce CPQ Profile Permissions)
- Demonstrating knowledge of CPQ data flow across CPQ objects. (Salesforce Documentation: Mapping Custom Fields Between Objects)
- Demonstrating knowledge about the CPQ object data model as it relates to data migration. (Salesforce Documentation: Implementing CPQ – Data Migration Considerations And Best Practices)
- Setting up CPQ for localization and multi-currency for international customers and users. (Salesforce Documentation: Guidelines for Using Salesforce CPQ in Multicurrency Orgs, Translating Salesforce CPQ Records, Multi-currency in Salesforce CPQ)
- Determining the necessary CPQ package-level settings. (Salesforce Documentation: CPQ Package Settings)
- Determine how the CPQ managed package fits within a Salesforce org. (Salesforce Documentation: Salesforce CPQ Installation)
Topic 2: Bundle Configurations: 17%
- Setting up a bundle structure to meet business requirements. (Salesforce Documentation: Product Bundles, Constraint Guidelines, Considerations for Product Options, Configuration Attribute Guidelines)
- Setting up product rules to meet business requirements. (Salesforce Documentation: Product Rule Guidelines, Product Rules)
Topic 3: Pricing: 16%
- Identifying the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, per cent-of-total, usage-based pricing). (Salesforce Documentation: Product Pricing Methods, Term Discount Schedules for Subscription Products, Slab Discount Schedules with Block Prices, Contracted Pricing, Block Pricing)
- Determining expected pricing outcomes. (Salesforce Documentation: Product Pricing Overview, Apply Partner Discounts first in the price waterfall with Salesforce CPQ)
Topic 4: Quote Templates: 7%
- Setting up a quote template to meet business requirements. (Salesforce Documentation: Building Your CPQ Documents with CPQ Templates, Create, Preview, and Activate Quote Templates, Styling Your CPQ Quote Documents, Conditionally Show Template Sections
Topic 5: Product Selection: 7%
- Using search filters, fieldsets, and custom actions to enable product selection and configuration. (Salesforce Documentation: Create a Filtering Custom Action, Search Filters)
Topic 6: Orders, Contracts, Amendments, and Renewals: 15%
- Demonstrating the data required to generate orders and contracts. (Salesforce Documentation: Guidelines for Creating Orders, Creating a Contract from an Order, Creating a Contract from an Opportunity, Guidelines for Setting Up CPQ Orders)
- Demonstrating an understanding of how to generate renewal and amendment quotes to meet business requirements. (Salesforce Documentation: Amend Your Contracts and Assets, Amend Your Contracts, Renew Your Contracts and Assets, Amendment Processes)
- Recommending when to use orders, contracts, subscriptions, and assets to meet business requirements. (Salesforce Documentation: Manage Your Subscriptions and Assets, Subscription Guidelines)
Topic 7: Products: 11%
- Demonstrating how to set up products, price books, and price book entries. (Salesforce Documentation: Product, Price Book, Price Book Entry, and Product Schedule Fields, Manage Price Books, Guidelines for MDQ Products, Usage Pricing Guidelines)
- Demonstrating how product catalog setup impacts overall CPQ data flow. (Salesforce Documentation: How To: Salesforce CPQ: Create a Product Catalog)
Topic 8: Approvals: 4%
- Selecting and setting up advanced or native approvals to meet business requirements. (Salesforce Documentation: Setting Up Advanced Approvals)
Preparation Guide For The Salesforce Certified CPQ Specialist Exam
With the aforementioned Course Outline, we have highlighted the exam objectives and the necessary skills that you require to crack the exam. It is now your call to choose the method of preparation, which suits you the most. Some people find it easier to prepare alone by themselves. While some prefer enrolling for a training program, and joining online discussion forums, to get ready to crack the exam. So, this is an individual choice, and it clearly depends upon you, as to which method will suffice for your exam preparation. So go ahead, and choose your way of studying and ace your Salesforce CPQ Specialist Certification Preparation
Trailmix [Salesforce Trailhead]
Salesforce has designed this trail mix for the candidates appearing in the Salesforce Certified CPQ Specialist Exam. It contains several sections, to provide a deeper insight into the exam objectives. With the various modules, you will be able to learn the CPQ concepts, and practical methodologies properly. You will get the advantage of preparing for the exam, at your convenience. This trail mix will surely turn out to be beneficial for you, as it will train with the skills necessary to crack the certification exam, and get certified.
Join the Trailblazer Community
Joining the Trailblazer Community will let you discuss your problems, and doubts with other people taking the same exam. Furthermore, you will be able to get deeper insights into the strategies followed by your fellow competitors while preparing for the exam. One advantage offered by anything that comes online is certainly the scope of people joining it. On one hand, Offline discussions are restricted to only a small group of people. On the other hand, online platforms have a wider range. This will not only train you but will also let you know where you stand in the competition. This will in turn, keep you motivated throughout.
The Trailblazer Community also includes experts in the same field, to help you crack the examination, and get certified, in your very first attempt. 75% of the employers rate teamwork as “very important.” Collaboration can help bring out the creative sides of your team members, as you can work together and bring new ideas to the table. Online forums provide you with a platform to share your ideas and creativity, which helps with your training. So, participating in these forums will ultimately give you the training experience you need to pass the Salesforce Certified CPQ Specialist Exam.
Practice Tests
To build your ability to take the Salesforce CPQ Specialist exam, it’s important to take practice exams. The more you practice, the more comfortable you’ll become with the real exam. Working through practice tests helps you understand the unique aspects of the actual exam. These tests are created to figure out what you understand and what you might not. This helps you get more at ease with the exam process and lets you develop your study methods. The results from practice tests can show whether you know the material well or if you need to improve your studying.
To feel more at ease and less anxious, practice is key. The more you take practice tests, the more comfortable you’ll be on the actual test day. It also helps you see how you’re progressing and which study methods work best for you. Solving practice tests can boost your confidence and reduce stress.
So Solve Our Practice Tests and Level Up Your Performance
To Conclude
Certification as a Salesforce Certified CPQ Specialist will serve as a gamechanger for marketers. It will provide you with the expertise, and ability to perform seamlessly by automating the entire sales processes. Taking this exam will also demonstrate your understanding of pricing faster, offering you global engagement capabilities, and also cross-channel support. Moreover, the certification will elevate your quote approvals efficiency. This will help you attract potential jobs, and can make you achieve your career goals and financial benefits. Getting certified as a Salesforce CPQ Specialist will showcase how committed you are towards your career, and how useful of an asset you can be for any business organization.
