Salesforce-Certified-CPQ-Specialist Exam Information and Guideline
Certified CPQ Specialist
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Title: Salesforce Certified CPQ Specialist
Test Detail:
The Salesforce Certified CPQ Specialist certification validates the knowledge and skills required to design and implement Salesforce CPQ (Configure, Price, Quote) solutions. Salesforce CPQ enables organizations to streamline and automate their quoting and pricing processes, improving sales efficiency and accuracy. The certification demonstrates expertise in leveraging Salesforce CPQ to drive sales effectiveness.
Course Outline:
The Salesforce Certified CPQ Specialist certification program covers a comprehensive range of topics related to Salesforce CPQ. The course provides participants with an in-depth understanding of CPQ concepts, configuration, and implementation best practices. The following is a general outline of the key areas covered in the certification program:
1. Introduction to Salesforce CPQ:
- Understanding the role and benefits of Salesforce CPQ
- Overview of CPQ terminology and concepts
- Exploring CPQ integration with Salesforce CRM
- Overview of CPQ pricing and quoting processes
2. Salesforce CPQ Configuration:
- Configuring product bundles, options, and pricing rules
- Defining product and pricing configurations
- Managing product catalog and pricing data
- Creating quote templates and document generation
- Configuring discounting and promotions
3. CPQ Quote and Contract Management:
- Creating and managing quotes in Salesforce CPQ
- Quote approval processes and workflows
- Contract management and renewal processes
- Generating and tracking quotes and contracts
- Integration with Salesforce Sales Cloud and other systems
4. Salesforce CPQ Administration:
- User management and security settings
- Role hierarchy and record access controls
- Customizing CPQ to meet specific business requirements
- Configuring guided selling and quoting workflows
- Monitoring and reporting on CPQ performance
Exam Objectives:
The Salesforce Certified CPQ Specialist exam assesses candidates' understanding of Salesforce CPQ concepts, configuration, and administration. The exam objectives include, but are not limited to:
1. Demonstrating knowledge of Salesforce CPQ fundamentals and terminology.
2. Configuring product bundles, options, and pricing rules.
3. Managing quote and contract lifecycles using Salesforce CPQ.
4. Customizing CPQ to meet specific business requirements.
5. Implementing CPQ best practices for pricing and quoting processes.
Syllabus:
The Salesforce Certified CPQ Specialist certification program typically includes online training modules and study resources provided by Salesforce or authorized training partners. The syllabus provides a breakdown of the topics covered throughout the course, including specific learning objectives and milestones. The syllabus may include the following components:
- Introduction to Salesforce CPQ
- Salesforce CPQ Configuration
- CPQ Quote and Contract Management
- Salesforce CPQ Administration
- Exam Preparation and Practice Tests
- Final Salesforce Certified CPQ Specialist Certification Exam