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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-certified-cpq-specialist-exam-prep-questions/
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课程名称：Salesforce认证CPQ专家考试准备问题 概述：Salesforce认证CPQ专家程序旨在为具有实施Salesforce CPQ解决方案经验的专业人士提供认证。这项认证适合希望展示他们在使用Salesforce CPQ平台设计、构建和管理报价流程的专业知识的Salesforce客户、合作伙伴和员工。认证的CPQ专家展示了他们创建捆绑配置、管理定价、生成输出文档以及有效处理续订和修改的能力。 听众描述：Salesforce认证CPQ专家应具备Salesforce CPQ平台及其术语的实践经验，并能熟练解决基本平台问题。CPQ专家通常拥有约一年的相关工作经验，并在以下领域具有技能：捆绑配置（设置产品特征、选项和约束）、定价规则（使用查找对象和公式字段配置定价规则，了解报价计算顺序）、定价方法（识别不同场景下的适当定价策略）、报价模板（创建动态报价模板）、续订与修正（生成续订和修正报价）等。 考试详情： - 格式：60道选择题/多选题，外加最多5道不计分题 - 时长：105分钟（包括不计分题的时间） - 通过分数：65% - 注册费用：200美元，另加适用税费 - 重考费用：100美元，另加适用税费 - 交付选项：可在测试中心或在线监考环境进行监考考试 - 参考材料：考试期间不允许使用参考材料 - 先决条件：无需，但参加课程强烈推荐 重要说明： 考试包括最多五道额外的不计分题，用于评估问题表现，且不影响最终得分。在准备时，需考虑Lightning Experience和Salesforce Classic中的所有可用功能。 考试大纲： 考试测量候选人在多个领域的知识和技能，包括CPQ平台、捆绑配置、定价、报价模板、产品选择、订单和合同、续订和修改、产品、审批等内容。候选人需具备CPQ的实践经验，并能够在多个场景中展示相关的知识和专业技能。 总之，该课程为希望获得Salesforce认证CPQ专家的专业人士提供全面的准备，涵盖了进行有效报价和管理定价的所有重要技能和知识点。
About the Salesforce Certified CPQ Specialist CredentialThe Salesforce Certified CPQ Specialist program is designed for professionals with experience in implementing the Salesforce CPQ solution. This certification is perfect for Salesforce customers, partners, and employees who want to demonstrate their expertise in designing, building, and managing quoting processes using the Salesforce CPQ platform. Certified CPQ Specialists showcase their ability to create bundle configurations, manage pricing, generate output documents, and effectively handle renewals and amendments.Audience Description: Salesforce Certified CPQ SpecialistA Salesforce Certified CPQ Specialist has practical experience with the Salesforce CPQ platform and its terminology. They are proficient in troubleshooting and resolving basic platform issues. Typically, a CPQ Specialist has around one year of experience in a related role and possesses skills in the following areas:Bundle Configuration: Setting up Features, Options, Option Constraints, Configuration Attributes, and Product Rules.Price Rules: Configuring Price Rules using lookup objects and formula fields, and understanding quote calculation sequences and Quote Line pricing fields.Pricing Methods: Identifying appropriate pricing strategies such as Discount Schedules, Block Prices, Contracted Prices, subscription pricing, and percent-of-total based on different scenarios.Quote Templates: Creating dynamic Quote Templates with Quote Terms, Line Columns, Template Sections, and Template Content.Renewals and Amendments: Generating renewal and amendment Quotes.Troubleshooting: Solving issues related to Price Rules, Product Rules, pricing, and data flow.Ordering and Contracting: Utilizing ordering and contracting processes effectively.Product Setup: Configuring Products, Price Books, and Price Book Entries.User Configuration: Setting up user permissions, record types, page layouts, and field sets.Approvals: Familiarity with native and Advanced Approvals.Data Model Knowledge: Understanding the CPQ object data model, including object relationships, twin fields, data migration, and localization.Package Settings: Knowledge of CPQ package-level settings and managed package considerations.Product Selection: Configuring Search Filters and Custom Actions for product selection and configuration.Composite Summary Variable: Utilizing Composite Summary Variables effectively.Areas Where Candidates May Need AssistanceImplementing Block with Discount SchedulesManaging Nested BundlesHandling Parent Quote TermsAdvanced grouping of Quote Template line itemsComplex Quote Template configurationsAreas Not Required for CandidatesCPQ plug-insCustom Template ContentTarget URLs in Custom ActionsIntegration with third-party web applicationsSalesforce BillingSubscription ManagementLegacy data handlingTypical Job RolesIndividuals pursuing the Salesforce Certified CPQ Specialist certification often hold positions such as:IT ProfessionalsSales Operations SpecialistsTechnical ArchitectsImplementation ConsultantsService ManagersProduct ManagersPricing ManagersAbout the ExamExam Details:Format: 60 multiple-choice/multiple-select questions plus up to five non-scored questions*Duration: 105 minutes (includes time for unscored questions)Passing Score: 65%Registration Fee: US$200, plus applicable taxesRetake Fee: US$100, plus applicable taxesDelivery Options: Proctored exams available onsite at testing centers or online proctored environments. Schedule your exam here.References: No reference materials are allowed during the exam.Prerequisites: None required, though course attendance is highly recommended.Important Notes:The exam includes up to five additional unscored questions to evaluate question performance. These do not affect your final score.When preparing, consider all features available in both Lightning Experience and Salesforce Classic.Exam OutlineThe Salesforce Certified 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 can demonstrate the 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 (for example, 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 Prices, Contracted Prices, subscription pricing, percent-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 native or Advanced Approvals to meet business requirements.
