Self-Paced, Live Online, Classroom Enterprise Training
The Certified Salesforce CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform.
inperson:
4 days
online:
32 hours
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Objective
This exam aims to show others that you have the knowledge and skills necessary to properly implement and roll out the CPQ package.
You will learn the following -
Generate renewal and amendment quotes
Utilize the ordering and contracting process
Configure user permissions, record types and price book entries.
Familiarity with native and advanced approvals.
Target Audience
IT
Sales Ops
Technical Architect
Services
Product Manager
Pricing Manager
Prerequisites
The Salesforce Certified CPQ Specialist must be familiar with the Salesforce CPQ platform, understand CPQ terminology, and be able to troubleshoot and resolve basic platform issues.
The candidate should have at least one year of experience as a CPQ Specialist.
Detailed Outline
Chapter 1: CPQ Platform
Designing, configuring, and troubleshooting price rules using lookup objects and formula fields to meet business requirements.Applying an understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements.
Utilizing out-of-the-box and custom permissions, record types, fieldsets, and page layouts to ensure users can fulfill their job requirements.
Demonstrating knowledge of CPQ data flow across CPQ objects.
Demonstrating knowledge about the CPQ object data model as it relates to data migration.
Setting up CPQ for localization and multi-currency for international customers and users.
Determining the necessary CPQ package-level settings.
Chapter 2: Bundle Configuration and Pricing
Setting up a bundle structure to meet business requirements.
Setting up product rules to meet business requirements.
Identifying the appropriate pricing strategy
Determining expected pricing outcomes.
Chapter 3: Quote Template
Setting up a quote template to meet business requirements.
Using search filters, fieldsets, and custom actions to enable product selection and configuration
Demonstrating the data required to generate orders and contracts.
Demonstrating an understanding of how to generate renewal and amendment quotes to meet business requirements.
Recommending when to use orders, contracts, subscriptions, and assets to meet business requirements.
Chapter 4: Products
Demonstrating how to set up products, price books, and price book entries.
Demonstrating how product catalog setup impacts overall CPQ data flow
Chapter 5: Approval
Selecting and setting up advanced or native approvals to meet business requirements.
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