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CPQ Specialist Exam Overview

Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.

Task

CPQ Platform

Exam Weight 23%

+600 points
Module

Salesforce CPQ Basics

Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.

~30 mins
+400 points
Module

Salesforce CPQ Features

Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.

~20 mins
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Salesforce CPQ Installation

Trailblazer Community Documentation

~5 mins
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CPQ Package Settings

Trailblazer Community Documentation

~5 mins
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CPQ Page Layouts

Trailblazer Community Documentation

~5 mins
Link

Add Fields to the Quote Line Editor Field Set

Trailblazer Community Documentation

~5 mins
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CPQ Object Relationships

Trailblazer Community Documentation

~5 mins
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Mapping Custom Fields Between Objects

Trailblazer Community Documentation

~5 mins
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Translating Salesforce CPQ Records

Trailblazer Community Documentation

~5 mins
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Group Product Selection by Field

Trailblazer Community Documentation

~5 mins
Task

Bundle Configurations

Exam Weight 17%

+2,700 points
Module

Configurable Bundles in Salesforce CPQ

Learn how to create bundles of products using Salesforce CPQ.

~2 hrs 15 mins
+800 points
Project

Personalize Smartwatches with Salesforce CPQ Attributes

Create attributes that let sales reps easily customize smartwatches for their customers.

~2 hrs
+2,800 points
Module

Product Rules in Salesforce CPQ

Discover how product rules help sales reps get the right products on quotes.

~2 hrs
+500 points
Project

Create a Home Security Bundle with Product Rules

Help sales reps create quotes for complex, interrelated products with Salesforce CPQ.

~1 hr 10 mins
+600 points
Project

Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ

Use your Salesforce CPQ admin skills to build a solution that meets business requirements.

~1 hr 45 mins
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Product Bundles

Trailblazer Community Documentation

~5 mins
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Product Options

Trailblazer Community Documentation

~5 mins
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Add Bundle-Specific Field Sets

Trailblazer Community Documentation

~5 mins
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Configuration Attribute Guidelines

Trailblazer Community Documentation

~10 mins
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Selection Rules

Trailblazer Community Documentation

~5 mins
Task

Pricing

Exam Weight 16%

+2,800 points
Module

Pricing Methods for Salesforce CPQ

Quote prices with precision using Salesforce CPQ pricing tools.

~2 hrs 25 mins
+2,300 points
Module

Subscription Pricing in Salesforce CPQ

Price, discount, and sell subscription products the smart way with Salesforce CPQ.

~1 hr 25 mins
+2,400 points
Module

Discounting Tools in Salesforce CPQ

Automate discounts in CPQ based on volume or bundling.

~2 hrs 20 mins
+2,300 points
Module

Price Rules in Salesforce CPQ

Meet custom pricing requirements with the sophisticated power of price rules.

~1 hr 40 mins
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Product Pricing Methods

Trailblazer Community Documentation

~5 mins
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Subscription Guidelines

Trailblazer Community Documentation

~5 mins
~5 mins
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Price Rules

Trailblazer Community Documentation

~5 mins
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Price Rule Fields

Trailblazer Community Documentation

~5 mins
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Price Actions

Trailblazer Community Documentation

~5 mins
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Lookup Queries

Trailblazer Community Documentation

~5 mins
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CPQ Quote Calculation Stages

Trailblazer Community Documentation

~5 mins
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The CPQ Quote Calculation Sequence

Trailblazer Community Documentation

~5 mins
Task

Quote Templates

Exam Weight 7%

+2,000 points
Module

Quote Templates in Salesforce CPQ

Create templates that let sales reps send great-looking proposals in just a few clicks.

~1 hr 50 mins
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Building Your CPQ Documents with CPQ Templates

Trailblazer Community Documentation

~5 mins
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CPQ Quote Document Management

Trailblazer Community Documentation

~5 mins
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CPQ Template Content

Trailblazer Community Documentation

~5 mins
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Template Line Columns

Trailblazer Community Documentation

~5 mins
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Styling Your CPQ Quote Documents

Trailblazer Community Documentation

~5 mins
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Translate CPQ Quote Template Content

Trailblazer Community Documentation

~5 mins
Task

Product Selection

Exam Weight 7%

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Search from the Quote Line Editor

Trailblazer Community Documentation

~5 mins
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Guided Selling

Trailblazer Community Documentation

~10 mins
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Using the Quote Line Editor

Trailblazer Community Documentation

~10 mins
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Quote Line Editor Drawers

Trailblazer Community Documentation

~5 mins
Task

Orders, Contracts, Amendments, and Renewals

Exam Weight 15%

+1,600 points
Module

Salesforce CPQ Order Generation

Use Salesforce CPQ to generate multiple orders quickly and accurately.

~50 mins
+600 points
Project

Simplify Home Security Subscription Renewals

Generate orders, contracts, and renewal opportunities with Salesforce CPQ.

~1 hr 25 mins
+1,700 points
Module

Contract Amendments with Salesforce CPQ

Use Salesforce CPQ to change existing quotes and contracts.

~1 hr 40 mins
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Amend Your Contracts and Assets

Trailblazer Community Documentation

~10 mins
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Renew Your Contracts and Assets

Trailblazer Community Documentation

~10 mins
~10 mins
Task

Products

Exam Weight 11%

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CPQ Product Fields

Trailblazer Community Documentation

~15 mins
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Manage Your Subscriptions and Assets

Trailblazer Community Documentation

~10 mins
Task

Approvals

Exam Weight 4%

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Advanced Approvals

Trailblazer Community Documentation

~10 mins
+500 points
Module

Salesforce CPQ Advanced Approvals for Admins

Enhance your approval process with conditional approval logic in Salesforce CPQ.

~1 hr 10 mins
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Configure and Administer a Salesforce CPQ Solution (CPQ301)

(Optional) Instructors will present different scenarios tied to the exam objectives to help prepare you for your exam.

~8 hrs