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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:
- Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects
- Given a scenario, determine the necessary CPQ package-level settings
- Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job 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
- 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
- Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements
Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist
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Salesforce CPQ-Specialist Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Orders, Contracts, Amendments, and Renewals | 15% | - Order generation from quotes - Amendment and renewal processes - Contract creation and management - Subscription and asset management |
| Topic 2: Product Selection | 7% | - Search filters and guided selling - Selection rules and visibility control - Streamlining product selection process |
| Topic 3: CPQ Platform | 23% | - Quote calculation sequence - CPQ package configuration and setup - Data model and data flow - Permissions, security, and UI configuration - Multi-currency and localization |
| Topic 4: Approvals | 4% | - Standard and advanced approval processes - Approval rules and configuration |
| Topic 5: Bundle Configurations | 17% | - Product rules, options, and features - Constraints and dependency rules - Bundle structure and setup |
| Topic 6: Pricing | 16% | - Pricing strategies: discount schedules, block pricing, contracted pricing, subscription pricing - Price rules and formula fields - Percent-of-total and usage-based pricing - Pricing outcome analysis and troubleshooting |
| Topic 7: Products | 11% | - Product records and families - Price books and price book entries - Product lifecycle and catalog setup |
| Topic 8: Quote Templates | 7% | - Template creation and customization - Line items, sections, and terms embedding - Document generation automation |
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