The Salesforce Architect exams each come with a resource guide, which includes helpful links for each section of the exam. I have found those incredibly useful in my study. Resource guides don’t currently exist for the standard exams, so I have compiled content into a series of resource guides. This is the Salesforce CPQ Specialist resource guide.
The Salesforce CPQ Specialist certification focuses on your knowledge of the Salesforce CPQ platform (formerly known as SteelBrick), it’s object model, capabilities, and administration of key features. The scope of this exam is narrow, but you are expected to have a lot of best practice knowledge.
Understanding the Tests
As I mentioned in a previous post, understanding the intention and structure of the exams is key to passing. Salesforce provides a study guide for every certification test. In those guides, they provide a breakdown of the different sections and their relative weight. Take note of those while studying.
|Topic||Weighting||# of Questions|
|Orders, Contracts, Amendments, & Renewals||15%||9|
Spend time actually understanding the capabilities and configuration options of the CPQ platform. Like Marketing Cloud, this exam is very difficult to pass without working knowledge of the platform. Plus CPQ skills are in high demand, so this is a valuable skillset to have in your resume.
CPQ PLATFORM – 23%
- Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements.
- Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements.
- 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 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.
- Set up CPQ for localization and multi-currency for international customers and users.
- Given a scenario, determine the necessary CPQ package-level 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.
- Given a scenario, set up product rules to meet business requirements.
PRICING – 16%
- Given a scenario, identify the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total, usage-based pricing).
- Given a scenario, determine expected pricing outcomes.
ORDERS, CONTRACTS, AMENDMENTS, & RENEWALS – 15%
- Demonstrate understanding of the data required to generate orders and contracts.
- Demonstrate understanding of how to generate renewal and amendment quotes to meet business requirements.
- Given a scenario, recommend when to use orders, contracts, subscriptions, and assets to meet business requirements.
PRODUCTS – 11%
- Demonstrate how to set up products, pricebooks, and pricebook entries.
- Demonstrate how product catalog setup impacts overall CPQ data flow.
- CPQ: Create a Product Catalog (Class)
QUOTE TEMPLATES – 7%
- Given a scenario, set up a quote template to meet business requirements.
PRODUCT SELECTION – 7%
- Given a scenario, use search filters, field sets, and custom actions to enable product selection and configuration.
APPROVALS – 4%
- Select and set up advanced or native approvals to meet business requirements.
Ready for the Exam?
Book your exam now, even before you start studying. There’s no better way to drive you to study than booking your exam.
For the Salesforce CPQ Specialist exam, you really need to understand what the platform can do, what it can’t do, and what configuration is required for the common use cases.
If you have questions during your exam preparation, please feel free to reach out. I’ll do my best to respond with some help and guidance.