Salesforce CPQ Specialist Practice Exam

The Salesforce CPQ Specialist certification validates your expertise in implementing and leveraging Salesforce CPQ (Configure, Price, Quote), a powerful solution designed to automate and streamline the quote-to-cash process for businesses. 

Who should consider this Certification:

• Salesforce administrators and consultants: Expand your expertise in a highly sought-after area focused on sales automation and efficiency.
• Sales professionals seeking to enhance their skills: Gain deep knowledge of CPQ functionalities to create accurate and compelling quotes, leading to faster deal closures.
• Individuals looking to transition into a CPQ-focused role: Build a solid foundation for a career in CPQ implementation and administration.
• Key Roles and Responsibilities:
• Configure and manage CPQ settings: Configure product catalogs, pricing rules, and quote templates to optimize the quote generation process.
• Create accurate and customized quotes: Utilize CPQ features to build accurate and tailored quotes for customers, including product selections, pricing calculations, and discounts.
• Automate workflows and approvals: Automate routine tasks and configure approval workflows for efficient quote generation and approval processes.
• Manage pricing rules and calculations: Maintain and configure complex pricing rules and ensure accurate calculations within quotes.
• Generate reports and analyze data: Utilize CPQ reporting tools to gain insights into sales performance, identify trends, and improve quote effectiveness.

Exam Details:

• Format: Multiple-choice and multiple-answer questions
• Time Limit: 120 minutes
• Languages: English, Japanese, Korean, Portuguese (Brazilian)
  
• Passing Score: Not publicly disclosed, but typically around 70%

Exam Outline

The Salesforce CPQ Specialist Exam covers the following topics - 

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.
• Demonstrating 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, percent-of-total, usage-based pricing).
• 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%

• Demonstrating understanding of the data required to generate orders and contracts.
• Demonstrating 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%

• Demonstrating how to set up products, pricebooks, and pricebook entries.
• Demonstrating how product catalog setup impacts overall CPQ data flow.

Approvals: 4%

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