Salesforce CPQ Specialist Certification Exam Guide

Salesforce CPQ, or Configure, Price, Quote, is a powerful tool that helps businesses streamline their sales processes and improve efficiency. This platform has become increasingly important as more companies look to optimize their sales processes and drive growth.

The Salesforce CPQ certification is highly sought after by professionals who want to showcase their skills and knowledge of the platform. This certification is a testament to a professional’s ability to effectively use the Salesforce CPQ tool to streamline sales processes and improve efficiency.

Obtaining the Salesforce CPQ certification requires passing a comprehensive exam that covers a wide range of topics, including configuring products, pricing, quoting, and proposals. By completing this exam, professionals can demonstrate their expertise using the Salesforce CPQ platform and stand out in a competitive job market.

Importance of Salesforce CPQ Certification

The Salesforce CPQ certification is valuable for professionals working in sales and related fields. The Salesforce CPQ certification is a respected credential in the sales industry. Earning the Salesforce CPQ certification can help professionals demonstrate their expertise in the platform and enhance their credibility in the job market. With this certification, professionals can differentiate themselves from others in their field and increase their chances of success in a competitive job market.
By obtaining this certification, professionals can demonstrate their expertise using the Salesforce CPQ platform and advance their careers, while businesses can benefit from hiring certified professionals.
In addition to helping professionals advance their careers, the Salesforce CPQ certification is also valuable for businesses looking to hire skilled professionals. Companies that use the Salesforce CPQ platform can benefit from hiring certified employees, as they will be able to utilize the tool to drive sales and improve efficiency more effectively.

Prerequisites for taking the Salesforce CPQ Certification Exam

The Salesforce CPQ certification exam does not have any required prerequisites. It means anyone can take the exam, regardless of prior experience or knowledge of the Salesforce platform. However, it is helpful to understand cloud computing concepts and technologies, as the Salesforce CPQ platform is a cloud-based tool. Having some familiarity with sales processes and CRM (customer relationship management) systems is also beneficial.
In terms of experience, it is optional to have prior experience using the Salesforce CPQ platform to take the certification exam. However, having some experience with the tool is recommended to understand the exam content better and apply it in a real-world setting.

Salesforce CPQ Certification Exam Pattern and Syllabus

1. 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.

2. 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.

3. Pricing: 16%

• Given a scenario, identify the appropriate pricing strategy (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).
• Given a scenario, determine expected pricing outcomes.

4. Quote Templates: 7%

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

5. Product Selection: 7%

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

6. 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.

7. Products: 11%

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

8. Approvals: 4%

• Select and set up native or Advanced Approvals to meet business requirements.

Schedule your Salesforce CPQ Certification Exam

Salesforce offers two options for taking certification exams: in-person at a proctored testing center or remotely through online proctoring. In-person exams are administered at testing centers partnered with Salesforce, which are located around the world. You can take the online proctored certification exams from your home or workplace. They are conducted with the help of a webcam.

Preparation Tips for Salesforce CPQ Certification Exam

If you’re planning to take the Salesforce CPQ Specialist certification exam, you’ll want to ensure that you’re well-prepared to demonstrate your knowledge and skills in using the platform. Here are some tips to help you get ready for the exam:

1. Gaining practical experience with the Salesforce CPQ platform is essential for preparing for the certification exam. By working with the platform directly, you can become more familiar with its features and capabilities, which will help you feel more confident and well-prepared for the exam.
2. Complete the Salesforce CPQ Specialist Superbadge: The Superbadge is a project-based learning resource that helps you apply the skills and knowledge you’ve learned in a real-world scenario. Completing the Superbadge will not only help you prepare for the certification exam, but it will also help you showcase your expertise to potential employers.
3. Review the exam objectives: Familiarize yourself with the exam objectives and the percentage of questions you can expect to see on each topic. It will assist you in studying each topic effectively. Staying committed to the objectives will ensure that you have strategically prepared for the exam.

Summing Up

To effectively prepare for the Salesforce CPQ certification exam, it’s important to utilize various study materials such as the Salesforce CPQ Specialist Study Guide, practice exams, and online courses to focus your efforts and ensure readiness for the test. Try interesting learning methods by exploring the Salesforce Learning App for Android/iOS and ace your Salesforce CPQ Specialist certification prep.