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Salesforce CPQ Specialist exam sections

Below are all the sections, which will be tested during the exam.

A candidate should have a hands-on experience and deep understanding of the following areas.

CPQ Platform: 23%

• Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
• Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
• Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
• Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects.
• Demonstrate knowledge about the CPQ object data model as it relates to data migration.
• Set up CPQ for localization and multi-currency for international customers and users.
• Given a scenario, determine the necessary CPQ package-level settings.
• Determine how the CPQ managed package fits within a Salesforce org.

Bundle Configurations: 17%

• Given a scenario, set up a bundle structure to meet business requirements.
• Given a scenario, set up Product Rules to meet business requirements.

Pricing: 16%

• Given a scenario, identify the appropriate pricing strategy (Discount Schedules, block pricing, Contracted Prices, subscription pricing, percent-of-total).
• Given a scenario, determine expected pricing outcomes.

Quote Templates: 7%

• Given a scenario, set up a Quote Template to meet business requirements.

Product Selection: 7%

• Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.

Orders, Contracts, Amendments, and Renewals: 15%

• Demonstrate understanding of the data required to generate Orders and Contracts.
• Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
• Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.

Products: 11%

• Demonstrate how to set up Products, Price Books, and Price Book Entries.
• Demonstrate how product catalog setup impacts overall CPQ data flow.

Approvals: 4%

• Select and set up native or Advanced Approvals to meet business requirements.

For the reference: Check Salesforce official Exam Guide.