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How to Prepare For Salesforce Certified CPQ Specialist

Preparation Guide for Salesforce Certified CPQ Specialist

Introduction to Salesforce Certified CPQ Specialist

The Certified Salesforce CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and Salesforce employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform. Once credentialed, Salesforce Certified CPQ Specialists will have demonstrated their ability to build bundle configurations, pricing, output documents and renewals, and amendments.

SALESFORCE CPQ-SPECIALIST practice exams and SALESFORCE CPQ-SPECIALIST practice test is beneficial to get experience with the Salesforce CPQ platform, CPQ terminology, and candidate can troubleshoot and solve basic platform issues.

The Salesforce Certified CPQ Specialist generally has one year of experience in a CPQ Specialist role. This exam guide is designed to help candidates evaluate their readiness to pass the Salesforce Certified CPQ Specialist exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives-all with the intent of helping candidates achieve a passing score. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize the likelihood of passing the exam. The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution, and has the skills and knowledge of the following concepts:

• Manage products, pricebooks, and pricebook entries
• Utilize the ordering and contracting process
• Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
• Configure bundles (features, options, option constraints, configuration attributes) and product rules.
• Configure search filters, and custom actions for product selection and configuration
• Familiarity with native and advanced approvals
• Configure a dynamic quote template using quote terms, line columns, template sections and content.
• Knowledgeable about CPQ package level settings and managed package considerations
• Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
• Generate renewal and amendment quotes
• Troubleshoot and solve basic product rules, pricing issues, and data flow
• Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
• Configure user permissions, record types, page layouts, and field sets

Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:

• IT
• Pricing Manager
• Product Manager
• Sales Ops
• Technical Architect
• Services
• Implementation Consultant

Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist

Certification Path of Salesforce Certified CPQ Specialist

This exam is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This exam is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential.

Benefits of Salesforce Certified CPQ Specialist

• The training courses related to salesforce certification are meant to provide you hands-on experience. They have a lot of material in place about industry-relevant live projects, case studies based on real-life situations and scenarios-with which you'll learn a lot practically. You can expect about 12-hour training devoting for live projects and 20 hours in class lab practice when you enroll for a salesforce certification.
• An individual who has been able to obtain this certification, is like a diamond for his/her organization, contributing a lot for its success. He/she would guide the organization in any decisions, with his innovative applications and strategies. Apart from these this certification will help you a lot in the recruitment process and will get you a higher pay as discussed in the former points.
• Even when you have experience as a salesforce professional, we recommend you to go for a salesforce certification if you are working at an organization/firm engaged in looking for active presence of customers, who want that their company becomes a topic of discussion amongst the customers.
• Many companies faced a problem using the salesforce, due to the fact that they did not have a solid and functional plan to optimize their sales force, even after taking the decision to implement it. This only resulted in not using the platform to its full potential and missing a large part of the platform's functionality. If you have a salesforce certification in hand then you'll surely help your company in optimizing and customizing the salesforce, leading and advising your managers. Hence the company would get benefitted through your certification.
• Employers without any second thoughts are realizing the value of Salesforce certified experts adding benefits to their business. Hence, with time more and more organizations are willing to hire certified individuals than non- certified candidates. Presently, there is a huge population of applicants competing for the position in the Salesforce market.
• The demand for experts in every field is growing at a fast speed, and so it is in the salesforce domain. Companies want to hire professionals who can prove to be an asset for their organization, and with this certification, an individual can surely provide a lot of support.
• With a salesforce certification, you'll get to know the in-depth knowledge of the platform, which will help you enhance you insights in sales and customer relations. Also, as you keep on digging through this field, you'll get to know about various tools which you haven't heard about before, even when you considered yourself to be the expert in that field.

Salesforce CPQ-Specialist Exam Syllabus Topics: