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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:
- 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
- Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects
- Set up CPQ for localization and multi-currency for international customers and users
- Determine how the CPQ managed package fits within a Salesforce org
- Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements
- 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
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, use search filters, field sets, and custom actions to enable product selection and configuration
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:
- IT
- Implementation Consultant
- Product Manager
- Services
- Technical Architect
- Sales Ops
- Pricing Manager
Salesforce CPQ-Specialist Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Bundle Configurations | 17% | - Bundle structure and setup - Product rules, options, and features - Constraints and dependency rules |
| Topic 2: Products | 11% | - Price books and price book entries - Product records and families - Product lifecycle and catalog setup |
| Topic 3: CPQ Platform | 23% | - Permissions, security, and UI configuration - CPQ package configuration and setup - Multi-currency and localization - Quote calculation sequence - Data model and data flow |
| Topic 4: Quote Templates | 7% | - Document generation automation - Line items, sections, and terms embedding - Template creation and customization |
| Topic 5: Orders, Contracts, Amendments, and Renewals | 15% | - Order generation from quotes - Subscription and asset management - Contract creation and management - Amendment and renewal processes |
| Topic 6: Approvals | 4% | - Approval rules and configuration - Standard and advanced approval processes |
| Topic 7: Pricing | 16% | - Percent-of-total and usage-based pricing - Pricing strategies: discount schedules, block pricing, contracted pricing, subscription pricing - Price rules and formula fields - Pricing outcome analysis and troubleshooting |
| Topic 8: Product Selection | 7% | - Streamlining product selection process - Search filters and guided selling - Selection rules and visibility control |
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