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Salesforce CPQ Specialist Course

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    24 Hours

    Learning Time
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    49 Tasks

    Study Plan
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    3 Mock

    Exams
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    8 Topic

    Tests
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    202 Flash

    Cards
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Salesforce CPQ Specialist Certification Course Overview

The Salesforce Certified CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution and like to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform including bundle configurations, pricing, output documents, and renewals and amendments etc. This course is for you to help prepare for the Salesforce CPQ Specialist Certification exam and increase your chances of passing the exam on the first attempt.

Course Features

Pass the Salesforce CPQ Specialist Credential with Our Study Plan

1 : Pricing Rules Engine
2 : Pricing and Business Requirements
3 : Security and Access Configurations
4 : CPQ Data Flow
5 : Data Migration Considerations
6 : Localization and Multi-Currency Considerations
7 : CPQ Package Level Settings
8 : CPQ Managed Package
1 : Bundle Structure
2 : Product Rules
1 : Pricing Strategy and Options
2 : Expected Pricing Outcomes
1: Setup Quote Template
1: Product Selection and Configurations
1 : Orders and Contracts
2 : Renewal and Amendment Quotes
3 : Using Orders, Subscriptions, Contracts and Assets
1 : Products and Price-books
2 : Product Catalog Impact on CPQ Data Flow
1 : Advance and Native Approval Process

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    Adnan Kazmi

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    Emilia Sledzinska

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    Chris C.

    Programmer Analyst BI Developer

Explore our unique blend of Instructor-Led Bootcamps and immersive Hands-on Labs for a holistic learning experience.

  • Instructor Led Trainings
  • Hands-on Labs
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Salesforce CPQ Specialist Cert Prep Course (FAQ)

The Salesforce Certified CPQ Specialist is a professional who understands Salesforce CPQ Solutions and can create solutions to assist the business process, solve fundamental platform problems, and troubleshoot.

You can earn the Salesforce Certified CPQ Specialist certification. The certification is the perfect way to become a Salesforce CPQ Specialist, as it is designed for professionals executing CPQ and prepares them to cater the complicated business models and requirements.

You should give the Salesforce CPQ certification exam if you have enough skills and experience in CPQ implementation. When you are ready to start your cert prep, familiarize yourself with the Salesforce exam guide on Trailhead and learn through Trailhead modules. Get familiar with the exam pattern, concepts, and requirements to pass the Salesforce CPQ certification exam on your first attempt.

The cost of taking the Salesforce CPQ certification exam is $200. To retake the exam, the candidate needs to pay $100.

When attempting the exam, please focus on the question in detail and read it repeatedly. Using the provided pen and paper, if you’re taking the exam in a testing facility, sketch down a data structure, role structure, or any other layout that will make it easier for you to understand the solution. Please be aware that during internet-proctored tests, this is not permitted.

By educating learners on pricing and quoting, the Salesforce CPQ course helps you to manage the sales process. This training program will teach you about discounts, quota handling, and price methods. The course aims to provide high-quality training that emphasizes a practical approach and covers sound foundational knowledge on critical factors.

Learning Salesforce CPQ has no prerequisites in particular. This course is open to anybody interested in working in the Salesforce CPQ domain.

The test is often quite challenging due to its reputation. Nevertheless, passing the exam is simpler if you are well-equipped with reliable study material. You may master the fundamentals of Salesforce CPQ with the correct materials in as short as two to three weeks.

To enroll in the Salesforce CPQ course, simply register on the saasguru platform. Upon signing up, you’ll activate your free trial, unlocking access to an extensive range of resources through our SaaS Pass subscription. This includes 12+ certification courses, among which is the CPQ course, 50+ Salesforce labs, over 50 mock exams, and more.

After your registration, you have the opportunity to take a mock exam. This step is crucial as it helps assess your current level of understanding and readiness for the course. Based on your performance in this exam, you can then customize your certification preparation journey to align with your specific needs and goals.

The next certifications to pursue are Salesforce Certified Industries CPQ Developer and Salesforce Certified Advanced Administrator.

Career opportunities for a Salesforce CPQ Specialist include Senior Salesforce CPQ
Specialist and Salesforce CPQ Solution Architect.

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Demystifying Salesforce CPQ

Salesforce CPQ (Configure, Price, Quote) is a powerful platform that streamlines the sales process by enabling businesses to quickly and accurately generate sales quotes, manage complex product configurations, and automate the pricing and approval workflows. 

What is Salesforce CPQ?

Salesforce CPQ (Configure, Price, Quote) is a powerful platform that streamlines the sales process by enabling businesses to quickly and accurately generate sales quotes, manage complex product configurations, and automate the pricing and approval workflows. It integrates seamlessly with Salesforce CRM, providing a unified solution for managing the entire sales cycle.

Benefits of Using Salesforce CPQ

  • Accelerates the sales process by automating quote generation and product configurations
  • Ensures pricing accuracy and consistency across the organization
  • Simplifies the management of complex product bundles and subscriptions
  • Streamlines the approval workflow for quotes and orders
  • Provides real-time visibility into the sales pipeline and revenue forecasting

Key Features of Salesforce CPQ

  • Product Cataloging and Bundling
  • Dynamic Pricing and Discounting
  • Guided Selling and Product Recommendations
  • Automated Quote Generation and Proposal Creation
  • Contract and Renewal Management
  • Seamless Integration with Salesforce CRM

Building a Salesforce CPQ Career

As businesses increasingly adopt Salesforce CPQ to streamline their sales operations, the demand for skilled Salesforce CPQ professionals has grown significantly. These specialists play a crucial role in helping organizations maximize the value of their Salesforce investment and drive sales efficiency. 

The Rise of Salesforce CPQ Skills

As businesses increasingly adopt Salesforce CPQ to streamline their sales processes, the demand for skilled Salesforce CPQ professionals has grown significantly. These specialists play a crucial role in helping organizations maximize the value of their Salesforce investment and drive sales efficiency.

Responsibilities of a CPQ Specialist

  • Designing and configuring Salesforce CPQ to meet the client’s business requirements
  • Developing and implementing complex product configurations, pricing, and quoting workflows
  • Integrating Salesforce CPQ with other Salesforce modules and external systems
  • Providing training and support to sales teams on the use of Salesforce CPQ
  • Continuously optimizing the CPQ process to improve sales performance and customer experience

Career Opportunities for CPQ Specialists

The Salesforce CPQ sector provides a diverse array of exciting career options, including:

  • Salesforce CPQ Consultant
  • Salesforce CPQ Implementation Specialist
  • Salesforce CPQ Solution Architect
  • Salesforce CPQ Technical Trainer
  • Salesforce CPQ Project Manager

Launching Your Salesforce CPQ Journey

This Salesforce CPQ Specialist Certification Course will help you develop the skills and knowledge needed to succeed in the growing Salesforce CPQ field. Through a comprehensive curriculum, hands-on exercises, and practice exams, you’ll be well-prepared to tackle the Salesforce CPQ Specialist certification exam and take the first step toward a rewarding career in this in-demand field.

Enroll now and begin your path to becoming a renowned Salesforce CPQ expert!

Fast-Track Your Salesforce CPQ Career with Our Intensive Training Program

Join our Salesforce CPQ Training with a Capstone Project Program to fast-track your CPQ certification journey and become an in-demand specialist in just 6 weeks. Our program is designed to equip you with the necessary skills and knowledge to excel in the field of Salesforce CPQ.

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