CPQ-201 Exam Information and Outline
Salesforce CPQ Admin Essentials for New Administrators
CPQ-201 Exam Syllabus & Study Guide
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official CPQ-201 exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
Salesforce.
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Exam Specification: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Name: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Code: CPQ-201
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center
Course Outline:
1. Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- Introduction to the CPQ administration interface
2. Product Setup and Configuration
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options
3. Pricing and Quote Creation
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and quote line fields
4. Quote Calculation and Pricing
- Understanding quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas
5. Quote Document Generation and Delivery
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers
6. Contract Management and Renewals
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments
7. Reporting and Analytics
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards
Exam Objectives:
1. Understand the fundamentals and benefits of Salesforce CPQ.
2. Configure and manage products in Salesforce CPQ.
3. Set up pricing rules and discount schedules.
4. Create and customize quotes using Salesforce CPQ.
5. Calculate and apply pricing and discounts accurately.
6. Generate and deliver quote documents to customers.
7. Manage contracts and renewals in Salesforce CPQ.
8. Utilize reporting and analytics features in Salesforce CPQ.
Exam Syllabus:
Section 1: Introduction to Salesforce CPQ (10%)
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- CPQ administration interface overview
Section 2: Product Setup and Configuration (20%)
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options
Section 3: Pricing and Quote Creation (15%)
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and fields
Section 4: Quote Calculation and Pricing (20%)
- Quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas
Section 5: Quote Document Generation and Delivery (15%)
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers
Section 6: Contract Management and Renewals (10%)
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments
Section 7: Reporting and Analytics (10%)
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards