Salesforce CPQ Specialist Cheat sheet is the perfect resource for anyone looking for a study strategy and quick revision information. We will also be adding a few links to help you prepare. Before you take the exam, we recommend that you have a quick look at this cheat sheet.
Remember that even the most amazing things take time. Salesforce CPQ Specialist certification is not an easy exam to pass. It is not easy. It is worth the effort and determination.
Salesforce CPQ Specialist Exam Overview
The Certified Salesforce CPQ Specialist credential can be earned by candidates who are proficient in implementing Salesforce CPQ. This exam is for Salesforce customers, partners, as well as Salesforce employees, who want to demonstrate their skills and knowledge in creating, building, and implementing quoting flow through the Salesforce CPQ platform. After qualifying, Salesforce Certified CPQ Specialists can demonstrate their ability organize bundle configurations, pricing, output documentation, renewals, and amendments.
Salesforce Certified CPQ Specialist Exam
Candidats for this exam will be able complete the following tasks competently:
To start with, the Composite summary variable
Then, Block with a discount schedule
Nested bundles are also available
Also, Nested quote terms
Furthermore, Advanced grouping
Lastly, advanced quote template topics
Target Audience
This exam is for Salesforce customers, partners, employees, and Salesforce employees who want to demonstrate their knowledge and abilities in designing, building, or implementing quoting flows using the Salesforce CPQ platform. This certification is best suited for professionals who wish to work as a Technical architect, Implementation consultant, Services Manager, Pricing Manager, or Product Manager.
Exam Prerequisites
Salesforce Certified CPQ Specialists must have knowledge of the Salesforce CPQ platform and CPQ terminology. They should also be able to troubleshoot basic platform issues. The candidate should have at least one year of experience as a CPQ Specialist.
Salesforce CPQ Specialist Cheat Sheet
Professional certifications can make you more job-ready and give you a competitive edge. Preparing for a certification exam is like planning to achieve any important goal. Salesforce CPQ Specialist Certification Preparation can be difficult. This cheat sheet gives you a quick overview of the exam and all its resources. It is easy to understand and can be very helpful for last-minute revisions.
1. Go over the Exam Objectives
With new technology constantly being added, certification exams are always evolving. The Official Salesforce Website is your first step. You can view and match the pages if they are the same. Next, you need to understand the exam objectives. These objectives will help you prepare for the exam and provide a guideline. This exam covers the following areas:
Topic 1:CPQ Platform 23%
Configuring and troubleshooting price rule lookup objects and formula field to meet business requirements. (Salesforce Documentation – Price Rule Considerations, Using Price Rule Lookup Queries against Custom Objects).
To meet your business and pricing requirements, you must have a good understanding of the quote calculation sequence and the fields used to price quotes. (Salesforce Documentation:Price Rule Considerations,Pricing and Calculation Package Settings,CPQ Quote Calculation Sequence)
To ensure users can meet their job requirements, we use custom permissions, record types and fieldsets as well as out-of-the box and standard permissions. (Salesforce Documentation:Salesforce CPQ Profile Permissions)
Demonstrating knowledge about CPQ data flow
