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Salesforce Certified CPQ Specialist Credential OverviewThe Salesforce Certified CPQ Specialist credential is designed for professionals experienced in implementing Salesforce CPQ solutions. This certification is ideal for Salesforce customers, partners, and employees who want to demonstrate their skills in designing, building, and managing quoting processes using Salesforce CPQ. Certified CPQ Specialists showcase their ability to configure bundles, manage pricing, generate documents, and handle renewals and amendments effectively.Audience Description: Salesforce Certified CPQ SpecialistA Salesforce Certified CPQ Specialist has hands-on experience with the Salesforce CPQ platform and its terminology. They are skilled in troubleshooting and resolving platform issues and typically have around one year of relevant experience. Key skills include:Bundle Configuration: Setting up features, options, option constraints, configuration attributes, and product rules.Price Rules: Configuring price rules using lookup objects and formulas, and understanding quote calculation sequences and quote line pricing fields.Pricing Methods: Applying discount schedules, block prices, contracted prices, subscription pricing, and percent-of-total strategies for various scenarios.Quote Templates: Creating dynamic quote templates with quote terms, line columns, template sections, and content.Renewals and Amendments: Generating renewal and amendment quotes.Troubleshooting: Resolving issues related to price rules, product rules, pricing, and data flow.Ordering and Contracting: Utilizing ordering and contracting processes efficiently.Product Setup: Configuring products, price books, and price book entries.User Configuration: Managing user permissions, record types, page layouts, and field sets.Approvals: Familiarity with native and advanced approvals.Data Model Knowledge: Understanding CPQ object relationships, twin fields, data migration, and localization.Package Settings: Knowledge of CPQ package settings and managed package considerations.Product Selection: Configuring search filters and custom actions for product selection.Composite Summary Variables: Utilizing composite summary variables effectively.Areas Where Candidates May Need Assistance:Implementing blocks with discount schedules.Managing nested bundles.Handling parent quote terms.Advanced grouping of quote template line items.Complex quote template configurations.Areas Not Required for Candidates:CPQ plug-ins.Custom template content.Target URLs in custom actions.Integration with third-party web applications.Salesforce Billing.Subscription management.Legacy data handling.Typical Job Roles: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.Passing Score: 65%.Registration Fee: US$200, plus applicable taxes.Retake Fee: US$100, plus applicable taxes.References: No reference materials allowed during the exam.Prerequisites: None required, though course attendance is recommended.Important Notes:The exam includes up to five additional unscored questions that do not affect your final score.When preparing, consider all features available in both Lightning Experience and Salesforce Classic.Exam Outline:The Salesforce Certified CPQ Specialist exam evaluates a candidate's knowledge and skills in the following areas:1. CPQ Platform (23%)Design, configure, and troubleshoot price rules using lookup objects and formulas.Apply knowledge of quote calculation sequences and quote line pricing fields.Utilize permissions, record types, field sets, and page layouts for user configurations.Demonstrate knowledge of CPQ data flow and object data models.Set up CPQ for localization and multi-currency environments.Determine CPQ package-level settings and managed package integration.2. Bundle Configurations (17%)Set up bundle structures and product rules to meet business requirements.3. Pricing (16%)Identify appropriate pricing strategies such as discount schedules, block prices, and subscription pricing.Determine expected pricing outcomes for various scenarios.4. Quote Templates (7%)Create and customize quote templates to meet business needs.5. Product Selection (7%)Use search filters, field sets, and custom actions for product selection and configuration.6. Orders, Contracts, Amendments, and Renewals (15%)Generate orders and contracts, and create renewal and amendment quotes.Recommend when to use orders, contracts, subscriptions, and assets.7. Products (11%)Set up products, price books, and price book entries.Understand how product catalog setup impacts CPQ data flow.8. Approvals (4%)Select and configure native or advanced approvals to meet business requirements.Who This Course Is For:This course is for aspiring CPQ Specialists aiming to achieve the Salesforce Certified CPQ Specialist certification on their first attempt. It is ideal for Salesforce Administrators and Consultants looking to deepen their CPQ knowledge, as well as Sales Operations and Configuration Experts preparing to validate their skills in configuring and managing Salesforce CPQ. Exam candidates seeking structured practice tests and targeted strategies to pass the CPQ exam will find this course highly beneficial.

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