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 a dynamic quote template using quote terms, line columns, template sections and content.
- Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
- Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
- Configure bundles (features, options, option constraints, configuration attributes) and product rules.
- Troubleshoot and solve basic product rules, pricing issues, and data flow
- Familiarity with native and advanced approvals
- Manage products, pricebooks, and pricebook entries
- Utilize the ordering and contracting process
- Knowledgeable about CPQ package level settings and managed package considerations
- Configure user permissions, record types, page layouts, and field sets
- Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
- Generate renewal and amendment quotes
- Configure search filters, and custom actions for product selection and configuration
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- Technical Architect
- IT
- Implementation Consultant
- Sales Ops
- Services
- Product Manager
- Pricing Manager
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For more info read reference:
CPQ Official Certification Site
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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. TestInsides providing many Salesforce exam questions that help the candidate to get success in the Salesforce PDI test. Our exam dumps are specially designed for those who want to get their desired results in the just first attempt. Salesforce questions provided by TestInsides make candidate preparation material more impactful and the best part is that the training material provided by TestInsides for Salesforce exams are designed by our experts in the several fields of the IT industry.
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Benefits of Salesforce Certified CPQ Specialist
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 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.
Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist
Salesforce CPQ-Specialist Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Pricing and Discounting | - Discount schedules and pricing rules - Price books and pricing methods |
| Topic 2: CPQ Platform Fundamentals | - Salesforce CPQ data model overview - Core CPQ concepts and architecture |
| Topic 3: Approvals and Automation | - Workflow and automation in CPQ - Approval processes for quotes |
| Topic 4: Product and Bundle Configuration | - Product rules and configuration rules - Bundles, options, and product selection |
| Topic 5: Contracts and Lifecycle Management | - Contract generation from quotes - Amendments and renewals |
| Topic 6: Quote Management | - Quote creation and configuration - Quote document generation and templates |




