CPQ Specialist Certification Guide

Hello Champs!

This guide is completely focused on Salesforce CPQ Specialist Certification. I have divided the topics and made it as a curriculum.

Who can appear for CPQ Specialist Certification?

No pre-requisite for this exam. But, if you are an experienced Salesforce Admin around Zero – Six Months at-least, you can crack it easily.

This is really good for those who want to show their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform.

Once you are certified, you will become CPQ Specialist which means, you are really good at Salesforce CPQ tools, to build bundle configurations, pricing, output documents and renewals, and amendments.

Job roles, that you can be the good fit by getting this Certification are :

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

Topics

• CPQ Platform: 23%
• Bundle Configurations: 17%
• Pricing: 16%
• Quote Templates: 7%
• Product Selection: 7%
• Orders, Contracts, Amendments, and Renewals: 15%
• Products: 11%
• Approvals: 4%

You need to be well versed with CPQ platform. There are lot of features and functionalities to make it easy for sales reps to generate quotes and contracts in very less time. Spend you time wisely in understanding the capabilities and configurations of CPQ platform.

I have divided these topics into a course. So you can learn and practice them on weekly basis. This course can be done in 5 Weeks. I have provided you the topics for every week in this study guide.

Few topics are covered from Trailhead modules for you. And few are from my study guide, which is a premium content.

I will update the premium content soon.

Let’s start!

Week – 1

CPQ Platform

• Price Rules Intro
• Price Rule Considerations
• The CPQ Quote Calculation Sequence
• Salesforce CPQ Profile Permissions
• CPQ Twin Fields (Mapping Data Between Objects)
• Best Practices & Considerations for CPQ Data Migration (Video)
• Translating CPQ Records
• Guidelines for CPQ in Multicurrency Orgs
• Salesforce CPQ Package Settings

Week – 2

Bundle Configurations

• Configurable Bundles
  • Configure Sales Process
  • Configuration Types and Events
  • Construct Bundles
  • Bundled Quote Lines
  • Organize Options
  • Feature User Experience
  • Configured Code
• Use Case on Bundles
  • Create CPQ Developer Edition
  • Create a Configurable Bundle with Options and Features
  • Alert Product Rule
  • Selection Product Rule
  • Validation Product Rule

Week – 3

Pricing

Identify the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total, usage-based pricing).

• CPQ Pricing Methods
• Term-Based Discount Schedules
• Slab-Based Discount Schedules
• Contracted Pricing
• Guidelines for MDQ Products
• Price Waterfall Example

Week – 4

Quote Templates

• Quote Template Overview
• Styling Your Quote Documents
• Conditionally Display Template Sections
• Conditionally Display Line Columns
• Line Item Print Options

Product Selection

• CPQ Search Filters
• Filtering Custom Action

Week – 5

Orders, Contracts, Amendments, and Renewals

• Guidelines for CPQ Orders
• Creating a Contract from an Opportunity
• Creating a Contract from an Order

• Amend Your Contracts
• Amendment Processes
• Renew Your Contracts and Assets
• Subscription Guidelines

Products

• Guidelines for MDQ Products
• Usage Pricing Guidelines
• Manage Pricebooks
• Considerations for Creating and Maintaining Pricebooks
• CPQ: Create a Product Catalog

Approvals

• Setting Up Advanced Approvals

Other Resources for Deep Diving

• Getting Started with Salesforce CPQ
• Importing Quote Lines from CSV Files
• Create a Site and Enable CPQ

Ready for Exam?

Book your exam now by logging in to your Webassessor Salesforce account, even before you start studying. There’s no better way to drive you to study than booking your exam.

For the Salesforce CPQ Specialist exam, you really need to understand what the platform can do, what it can’t do, and what configuration is required for the common use cases. If you are interested in a larger workbook, Simplus has a free CPQ Specialist study guide with practice scenarios and information. You can download it for free.

If you have questions during your exam preparation, please feel free to reach out. I’ll do my best to respond with some help and guidance.