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Exam format and scoring
Total questions: 60 multiple-choice and multiple-select questions, plus up to 5 non-scored questions.
Time limit: 105 minutes.
Passing score: 65%.

Cost and registration
Registration fee: USD 200 plus applicable taxes.
Retake fee: USD 100 plus applicable taxes.
Prerequisites: None required, but prior experience and training are highly recommended.

Content and skills tested
The exam validates expertise in Salesforce CPQ, including:
Bundle configurations
Pricing strategies, including subscription pricing and discounting
Product selection and rules
Quote templates and output documents
Order and contract management, including renewals and amendments
Advanced topics like approvals and multi-currency

About This Class
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ) solutions with out-of-the-box functionality. In this 5-day instructor-led course, learn how to configure products, create discount and pricing methods, and manage subscriptions in order to implement robust CPQ solutions that meet business requirements.

Who should take this class?
This course is designed for experienced Salesforce administrators, business analysts, and implementation specialists who are interested in gaining a technical understanding of Salesforce CPQ administration. It is also designed for solution architects, implementation consultants, and developers who are responsible for configuring CPQ solutions. This is also a great foundational course for anyone interested in earning their CPQ Specialist credential.

When you complete this class, you will be able to:
Implement CPQ solutions that meet business requirements.
Set up products, bundles, and product rules.
Build price rules to automatically populate field values while quoting or configuring a bundle.
Establish appropriate system discount and pricing methods.
Configure dynamic output document generation.
Manage subscription products, including renewal and amendment.

What lessons and topics will be covered?

Course Introduction
Review Course Objectives
Set Learner Expectations
Establish Housekeeping Rules
Explore Additional Course Resources
Discuss Exam Quick Facts

Introduction to CPQ
Discover CPQ
Understand the Business Case for CPQ
Play an End-to-End Solution Demo
Build a Quote

Object Model Foundations
Explore Products, Price Books, and Price Book Entries
Review Product Fields Integral to Basic Salesforce CPQ Functionality

Product Selection
Modify Out-of-the-Box Button Behavior for Product Selection
Create Dynamic Search Filters
Review Guided Selling

Bundle Configuration
Define and Build Product Bundles
Enforce Business Logic with Product Features

Option Selection Guidelines
Enforce Business Logic with Option Constraints

Product Rules
Define Product Rules
Enforce Business Logic with Product Rules
Build Product Rules Using Supporting Objects

Pricing Methods
Discover Pricing Waterfall Default Flows
Review List Pricing, Cost Plus Markup, and Block Pricing
Use Contracted Pricing for Negotiated Prices

Subscription Pricing
Configure Subscription and Proration Pricing Methods
Understand how Subscription Pricing Methods Affect List and Regular Price

Discounting
Compare Discounting Strategies
Build a Discount Schedule

Price Rules
Set Values for Quote and Quote Line Fields Declaratively
Review CPQ Advanced Quote Calculator Events and Conditions
Understand Price Action Sources
Create Lookup Queries to Outsource Evaluation to a Lookup Object

Advanced Approvals
Compare and Contrast the Advanced and Native Approvals
Define Key Approval Terms

Quote Templates
Generate Dynamic Output Documents
Create Conditional Template Content

Localization and Multicurrency
Accommodate Localization
Define Localization and How It Works in CPQ

Orders
Review Business Purposes of an Order
Define the Data Model for Orders
Describe Data Requirements To Generate Orders

Contracts, Renewals, and Amendments
Generate New Contracts To Manage Active Subscriptions
Review Amendment and Renewal Processes
Discover Renewal Pricing Methods

Capstone
Troubleshoot Common Scenarios in Salesforce CPQ
Design a Solution

---

Sample Question and Answer

QUESTION 1
An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of oestarts with .
If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?

A. Sales reps can replace the text, but are unable to leave the required field blank.
B. Sales reps can change the operator from oestarts with to oecontains .
C. Sales reps can see the filter, but are unable to alter the filter text.
D. Sales reps can delete the text to ignore the filter.

Answer: D

QUESTION 2
Users at Universal Containers have reported when amending a contract, the net pricing of some
products is incorrect. The Admin has done a preliminary investigation and found that the issue only
happens on existing products when their quantity is adjusted. What is the likely cause?

A. The Revised Quantity has been set on the Subscription record.
B. The Products have a Discount Schedule and Cross Order is not selected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. A Price Rule is firing On Calculate and changing the Effective Quantity.

Answer: B

QUESTION 3
Subscription Product A has a Subscription Term of 6, a List Price of $100, and a Ranged Discount Schedule.
A user has added this Product a Quote with a Term of 12.
A u The Ranged Discount Schedule is automatically applying a Discount of 25%.
What is the Regular Pnce m this scenario?

A. Regular Pnce of $150
B. Regular Price of $75
C. Regular Price of $200
D. Regular Price of $100

Answer: B

QUESTION 4
In what way does Smart Approvals expedite the approval process?

A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest approver required.
D. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

Answer: D

QUESTION 5
A user is unable to see a particular Product on the Product Selection screen when clicking Add Products.
What are two potential reasons the Product is unavailable
Choose 2 answers

A. The Hidden checkbox on the Product record is set to TRUE.
B. The Add Products button has a Custom Action Condition associated to it.
C. The Component checkbox on the Product record is set to TRUE.
D. The Add Products button has a Search Filter associated to it.

Answer: C,D

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