Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- 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 scenario, determine the necessary CPQ package-level settings
- 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
- Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements
- Set up CPQ for localization and multi-currency for international customers and users
- Demonstrate knowledge about the CPQ object data model as it relates to data migration
- Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects
Benefits of Salesforce Certified CPQ Specialist
- 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.
- 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.
- 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 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.
- 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.
- 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.
- 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.
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Who should take the Salesforce Certified CPQ Specialist
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- Services
- IT
- Pricing Manager
- Implementation Consultant
- Technical Architect
- Sales Ops
- Product Manager
Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- Given a scenario, recommend when to use orders, contracts, subscriptions, and assets to meet business requirements
- Demonstrate understanding of how to generate renewal and amendment quotes to meet business requirements
- Demonstrate understanding of the data required to generate orders and contracts
Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist
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Salesforce CPQ-Specialist Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Product Selection | 7% | - Search filters and guided selling - Streamlining product selection process - Selection rules and visibility control |
| Topic 2: Quote Templates | 7% | - Document generation automation - Template creation and customization - Line items, sections, and terms embedding |
| Topic 3: Orders, Contracts, Amendments, and Renewals | 15% | - Contract creation and management - Order generation from quotes - Amendment and renewal processes - Subscription and asset management |
| Topic 4: CPQ Platform | 23% | - Permissions, security, and UI configuration - Multi-currency and localization - Quote calculation sequence - Data model and data flow - CPQ package configuration and setup |
| Topic 5: Approvals | 4% | - Standard and advanced approval processes - Approval rules and configuration |
| Topic 6: Pricing | 16% | - Price rules and formula fields - Pricing outcome analysis and troubleshooting - Pricing strategies: discount schedules, block pricing, contracted pricing, subscription pricing - Percent-of-total and usage-based pricing |
| Topic 7: Products | 11% | - Product lifecycle and catalog setup - Product records and families - Price books and price book entries |
| Topic 8: Bundle Configurations | 17% | - Constraints and dependency rules - Bundle structure and setup - Product rules, options, and features |


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