CPQ Specialist STUDY GUIDE

Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements.

• Price Rules Intro
• Price Rule Considerations

Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements.

• The CPQ Quote Calculation Sequence

Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.

• Salesforce CPQ Profile Permissions

Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects.

• CPQ Twin Fields (Mapping Data Between Objects)

Demonstrate knowledge about the CPQ object data model as it relates to data migration.

• Best Practices & Considerations for CPQ Data Migration (Video)

Set up CPQ for localization and multi-currency for international customers and users.

• Translating CPQ Records
• Guidelines for CPQ in Multicurrency Orgs

Given a scenario, determine the necessary CPQ package-level settings.

• Salesforce CPQ Package Settings

Determine how the CPQ managed package fits within a Salesforce org

 Given a scenario, set up a bundle structure to meet business requirements.

• CPQ Product Bundles
• Feature Guidelines
• Constraint Guidelines
• Product Option Considerations
• Configuration Attribute Guidelines
• Nested Bundle Guidelines

Given a scenario, set up product rules to meet business requirements.

• Product Rules Overview
• Product Rule Guidelines

Given a scenario, identify the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total, usage-based pricing).

• CPQ Pricing Methods
• Term-Based Discount Schedules
• Slab-Based Discount Schedules
• Contracted Pricing
• Guidelines for MDQ Products

Given a scenario, determine expected pricing outcomes.

• Price Waterfall Example

Given a scenario, set up a quote template to meet business requirements.

• Quote Template Overview
• Styling Your Quote Documents
• Conditionally Display Template Sections
• Conditionally Display Line Columns
• Line Item Print Options

Given a scenario, use search filters, field sets, and custom actions to enable product selection and configuration.

• CPQ Search Filters
• Filtering Custom Action

Demonstrate understanding of the data required to generate orders and contracts.

• Guidelines for CPQ Orders
• Creating a Contract from an Opportunity
• Creating a Contract from an Order

Demonstrate understanding of how to generate renewal and amendment quotes to meet business requirements.

• Amend Your Contracts
• Amendment Processes
• Renew Your Contracts and Assets

Given a scenario, recommend when to use orders, contracts, subscriptions, and assets to meet business requirements.

• Subscription Guidelines

Demonstrate how to set up products, pricebooks, and pricebook entries.

• Guidelines for MDQ Products
• Usage Pricing Guidelines
• Manage Pricebooks
• Considerations for Creating and Maintaining Pricebooks

Demonstrate how product catalog setup impacts overall CPQ data flow.

• CPQ: Create a Product Catalog (Class)

Select and set up advanced or native approvals to meet business requirements.

• Setting Up Advanced Approvals