A Salesforce Certified CPQ Specialist exam typically covers topics like: Product configuration, pricing rules, quote templates, product selection, bundle configurations, orders, contracts, amendments, renewals, approvals, CPQ platform functionality, and integration with other Salesforce modules; with a major focus on setting up and managing complex product configurations and accurately generating quotes based on customer needs within the Salesforce CPQ platform.
Key areas covered in the Salesforce CPQ Specialist exam:
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Products and Product Selection:
- Defining product attributes and options
- Creating product bundles and constraints
- Managing product catalogs and variations
- Utilizing guided selling features
- Defining product attributes and options
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Pricing and Discounts:
- Setting up pricing rules and schedules
- Applying discounts based on customer criteria
- Managing price lists and price tiers
- Setting up pricing rules and schedules
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Quote Templates and Generation:
- Designing quote templates with specific layouts and fields
- Configuring quote generation process with dynamic elements
- Utilizing quote approval workflows
- Designing quote templates with specific layouts and fields
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Order Management and Contracts:
- Creating orders from quotes
- Managing contract terms and renewals
- Handling contract amendments and changes
- Creating orders from quotes
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CPQ Platform Functionality:
- Understanding CPQ object relationships
- Customizing CPQ settings and configurations
- Utilizing advanced features like CPQ data validation rules
- Understanding CPQ object relationships
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Integration with Salesforce:
- Syncing data between CPQ and Sales Cloud
- Leveraging Salesforce features within CPQ
- Syncing data between CPQ and Sales Cloud
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