Salesforce Administrator – CPQ Specialist Training
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 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.
Course Key Learnings
The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution, and has the skills and knowledge of the following:
- Configure bundles (features, options, option constraints, configuration attributes) and product rules.
- Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields.
- Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total).
- Configure a dynamic quote template using quote terms, line columns, template sections and template content.
- Generate renewal and amendment quotes.
- Troubleshoot and solve basic product rules, pricing issues, and data flow.
- Utilize the ordering and contracting processes.
- Manage products, pricebooks, and pricebook entries.
- Configure user permissions, record types, page layouts, and field sets.
- Familiarity with native and advanced approvals.
- Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization).
- Knowledgeable about CPQ package level settings and managed package considerations.
- Configure search filters, and custom actions for product selection and configuration.
Course Outline
Course Introduction
- Review Course Objectives
- Set Learner Expectations
- Review Housekeeping Rules
- Explore Additional Course Resources
- Review Exam Quick Facts
Introduction to CPQ
- Understand the Business Case for CPQ
- Watch an End-to-End Solution Demo
- Build a Quote
Object Model Foundations
- Get Familiar with Products, Price Books, and Price Book Entries
- Review Product Fields Integral to Basic Salesforce CPQ Functionality
Product Selection
- Modify Out-of-the-Box Button Behavior for Product Selection
- Review Guided Selling
Bundle Configuration
- Define and Build Product Bundles
- Enforce Business Logic with Product Features
Option Selection Guidelines
- Enforce Business Logic with Option Constraints
Product Rules
- Define Product Rules
- Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
- Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)
Pricing Methods
- Discover Pricing Waterfall Default Flows
- Review List Pricing, Cost Plus Markup, and Block Pricing
- Use Contracted Pricing for Negotiated Prices
Subscription Pricing
- Configure Subscription and Proration Pricing Methods
- Understand How Subscription Pricing Methods Affect List and Regular Price
Discounting
- Compare Discounting Strategies
- Build a Discount Schedule
Price Rules
- Set Values for Quote and Quote Line Fields Declaratively
- Review CPQ Advanced Quote Calculator Calculation Events and Conditions
- Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)
- Create Lookup Queries to Outsource Evaluation to a Lookup Object
Advanced Approvals
- Compare and Contrast the Advanced Approval Package Versus Native Approvals
- Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements
Quote Templates
- Generate Dynamic Output Documents
- Create Conditional Template Content
Localization and Multicurrency
- Make Accommodations for Localization
- Define Localization and How It Works in CPQ
Orders
- Review Business Purposes of an Order
- Define the Data Model for Orders
- Define Data Requirements to Generate Orders
Contracts, Renewals, and Amendments
- Generate New Contracts to Manage Active Subscriptions Related to an Account
- Review Amendment and Renewal Processes
- Review Renewal Pricing Methods
Capstone
- Class Project: Troubleshoot Common Scenarios in Salesforce CPQ
- Design a Solution
About the Exam
Read on for details about the Salesforce CPQ Specialist exam.
- Content: 60 multiple-choice/multiple-select questions and 5 unscored questions*
- Time allotted to complete the exam: 105 minutes, (time allows for unscored questions)
- Passing score: 65%
- Registration fee: USD 200 plus applicable taxes as required per local law
- Retake fee: USD 100 plus applicable taxes as required per local law
- Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment.
- References: No hard-copy or online materials may be referenced during the exam.
- Prerequisite: None required; course attendance highly recommended
- Please note: When evaluating questions and answers, please consider all currently available features including those available in either Lightning Experience or Salesforce Classic.
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