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CPQ SpecIalIst STUDY GUIDE

CPQ PLATFORM 23%

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

BUNDLE CONFIGURATIONS 17%

 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

PRICING 16%

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

QUOTE TEMPLATES 7%

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

PRODUCT SELECTION 7%

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

  • CPQ Search Filters
  • Filtering Custom Action

ORDERS, CONTRACTS, AMENDMENTS AND RENEWALS 15%

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

PRODUCTS 11%

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)

APPROVALS 4%

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

  • Setting Up Advanced Approvals

CHECK OUT PRACTICE EXAM

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