An Introduction to the Salesforce CPQ Specialist Exam:

Including Salesforce knowledge in your CV might pay off almost immediately because it is a rapidly rising and increasing field with the highest demand in the IT industry. 

After Salesforce bought Steel brick CPQ a few years ago, the Salesforce CPQ Specialist Certification was created. The certification is the first step in ensuring that individuals who are adopting CPQ and the Quote to Cash process are completely ready for anything that may come.

People with experience implementing the Salesforce CPQ solution may consider earning the Certified Salesforce CPQ Specialist certificate. This certificate is intended for Salesforce users, including partners, employees, and customers, who wish to demonstrate their expertise in creating, executing, and using quoting flows using the Salesforce CPQ platform.

Salesforce Certified CPQ Specialists who have earned their credentials will have proven their proficiency in creating bundle configurations, pricing, output papers, renewals, and modifications.

Who Is the Ideal Candidate?

Those who have been actively using the CPQ program and has practical experience is the ideal candidate for taking the CPQ Specialist exam.

To prove to others that you possess the knowledge and abilities necessary to properly integrate and roll out the CPQ package, you must pass this exam. This certification is aimed at both clients and partners that desire or currently have CPQ in place and is essential to pursuing new CPQ initiatives.

Key Topics of the Salesforce CPQ Specialist Exam Winter ‘23 Release:

The Salesforce CPQ Specialist exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with CPQ and demonstrate knowledge and expertise in each of the areas below.

CPQ Platform: 23%

• 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.

Bundle Configurations: 17%

• Given a scenario, set up a bundle structure to meet business requirements.
• Given a scenario, set up product rules to meet business requirements.

Pricing: 16%

Given a scenario, identify the appropriate pricing strategy (Discount Schedules, block pricing, Contracted Prices, subscription pricing, per cent-of-total).

Given a scenario, determine expected pricing outcomes.

Quote Templates: 7%

• Given a scenario, set up a Quote Template to meet business requirements.

Product Selection: 7%

• Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.

Orders, Contracts, Amendments, and Renewals: 15%

• 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.

Products: 11%

• Demonstrate how to set up Products, Price Books, and Price Book Entries.
• Demonstrate how product catalog setup impacts overall CPQ data flow.

Approvals: 4%

• Select and set up advanced or native approvals to meet business requirements.

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