About the Salesforce CPQ Specialist Credential
The Salesforce Certified 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 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.
Purpose of this Exam Guide
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.
Audience Description
The Salesforce Certified CPQ Specialist has experience with the Salesforce CPQ platform, CPQ terminology, and can troubleshoot and solve basic platform issues.
The Salesforce Certified CPQ Specialist generally has one 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 will likely 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
Salesforce CPQ-301 Exam Summary:
| Exam Name | Salesforce CPQ Specialist |
| Exam Code | CPQ-301 |
| Exam Price | Registration fee: USD 200 Retake fee: USD 100 |
| Duration | 105 minutes |
| Number of Questions | 60 |
| Passing Score | 65% |
| Recommended Training / Books | Prepare for Your Salesforce CPQ Specialist Credential Configure and Administer a Salesforce CPQ Solution (CPQ301) |
| Sample Questions | Salesforce CPQ-301 Sample Questions |
| Recommended Practice | Salesforce Certified CPQ Specialist Practice Test |
Salesforce CPQ Specialist Syllabus:
| Section | Objectives | Weights |
| CPQ Platform | - 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. |
23% |
| Bundle Configurations | - Given a scenario, set up a bundle structure to meet business requirements. - Given a scenario, set up Product Rules to meet business requirements. |
17% |
| Pricing | - Given a scenario, identify the appropriate pricing strategy (Discount Schedules, block pricing, Contracted Prices, subscription pricing, percent-of-total). - Given a scenario, determine expected pricing outcomes. |
16% |
| Quote Templates | - Given a scenario, set up a Quote Template to meet business requirements. | 7% |
| Product Selection | - Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration. | 7% |
| Orders, Contracts, Amendments, and Renewals | - 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. |
15% |
| Products | - Demonstrate how to set up Products, Price Books, and Price Book Entries. - Demonstrate how product catalog setup impacts overall CPQ data flow. |
11% |
| Approvals | - Select and set up native or Advanced Approvals to meet business requirements. | 4% |
No comments:
Post a Comment