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Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- Demonstrate knowledge about the CPQ object data model as it relates to data migration
- Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements
- Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements
- Determine how the CPQ managed package fits within a Salesforce org
- Given a scenario, determine the necessary CPQ package-level settings
- Set up CPQ for localization and multi-currency for international customers and users
- 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
Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist
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Who should take the Salesforce Certified CPQ Specialist
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- Technical Architect
- Sales Ops
- Product Manager
- Implementation Consultant
- Pricing Manager
- IT
- Services
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Salesforce CPQ-Specialist Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Product Selection | 7% | - Search filters and guided selling - Selection rules and visibility control - Streamlining product selection process |
| Products | 11% | - Product records and families - Price books and price book entries - Product lifecycle and catalog setup |
| Approvals | 4% | - Standard and advanced approval processes - Approval rules and configuration |
| Bundle Configurations | 17% | - Product rules, options, and features - Bundle structure and setup - Constraints and dependency rules |
| Quote Templates | 7% | - Line items, sections, and terms embedding - Template creation and customization - Document generation automation |
| CPQ Platform | 23% | - Permissions, security, and UI configuration - Data model and data flow - Multi-currency and localization - CPQ package configuration and setup - Quote calculation sequence |
| Orders, Contracts, Amendments, and Renewals | 15% | - Amendment and renewal processes - Contract creation and management - Subscription and asset management - Order generation from quotes |
| Pricing | 16% | - Pricing outcome analysis and troubleshooting - Percent-of-total and usage-based pricing - Pricing strategies: discount schedules, block pricing, contracted pricing, subscription pricing - Price rules and formula fields |
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