CPQ-Specialist
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CPQ Admin (CPQ-Specialist)
The Salesforce Certified CPQ Specialist course teaches candidates to configure bundles, set pricing rules, generate output documents, and manage approvals, renewals, and amendments within the CPQ platform.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
It is designed for Salesforce administrators, business analysts, or junior consultants who have one to two years of hands‑on CPQ implementation experience. These professionals seek to validate their expertise, deepen their ability to design complex product configurations, and advance toward senior CPQ roles.
What's Covered
1
Domain 1: CPQ Platform
2
Domain 2: Bundle Configuration
3
Domain 3: Pricing
4
Domain 4: Output Document Generation
5
Domain 5: Approvals, Renewals, and Amendments
6
Domain 6: Advanced CPQ Features
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
60 learning goals
1
Domain 1: CPQ Platform
3 topics
Package Setup and Configuration
- Identify CPQ package components including CPQ objects, quote object relationships, quote line fields, CPQ settings, and the data model linking products, quotes, quote lines, and opportunities
- Configure CPQ package settings including pricing waterfall preferences, quote calculator settings, subscription proration defaults, multi-currency behavior, and line editor column configuration
- Analyze CPQ implementation requirements to determine optimal package settings, search filter configurations, and quote process customizations for complex enterprise quoting workflows
Quote Lifecycle Management
- Identify quote lifecycle stages including draft, review, presented, accepted, denied, and the relationships between quotes, opportunities, contracts, and orders in the CPQ data flow
- Configure quote settings including primary quote designation, quote line groups, group-level subtotals, and quote cloning behavior for efficient deal structuring
- Configure quote line editor settings including product search filters, column configurations, field sets, and sort order preferences for streamlined product selection workflows
- Analyze quoting scenarios to design multi-segment quote structures using quote groups, optional products, and conditional line items for complex enterprise deal configurations
Product Catalog Foundation
- Identify CPQ product types including standalone products, bundle parents, bundle options, subscription products, and usage products with their pricing and configuration behaviors
- Configure product catalog settings including product families, product features, option categories, and product filtering rules for organized product selection experiences
- Analyze product catalog architecture to design hierarchical product categorization using families, features, and search filters that support both simple and complex solution selling
2
Domain 2: Bundle Configuration
3 topics
Product Bundles
- Identify bundle components including bundle products, features, options, option types (component, accessory, related product), minimum and maximum quantities, and selected by default settings
- Configure product bundles including feature definitions, option assignments, quantity constraints, default quantities, and option visibility rules for guided product configuration
- Configure nested bundles including parent-child bundle relationships, inherited feature constraints, option propagation rules, and multi-level pricing aggregation for complex product hierarchies
- Analyze product requirements to design bundle architectures balancing configuration flexibility with guided selling constraints including dynamic bundles and twin fields for configurable solutions
Product Rules
- Configure validation rules including error conditions, rule scope settings, and evaluation events to prevent invalid product configurations with user-facing error messages
- Configure selection rules including conditions, actions, product lookup fields, and scope settings to auto-add, auto-remove, enable, or disable options based on other selections
- Configure filter rules with filter conditions and filter actions to dynamically show or hide available products and options based on quote-level or line-level attribute values
- Configure alert rules including conditions, evaluation events, and message content to provide informational guidance during product configuration without blocking user actions
- Analyze configuration requirements to design rule sets combining validation, selection, filter, and alert rules with appropriate evaluation ordering for complex guided selling workflows
Configuration Attributes
- Configure configuration attributes including attribute fields on the product option, twin fields, and configuration attribute inheritance for passing values between bundle parent and child options
3
Domain 3: Pricing
4 topics
Pricing Waterfall
- Identify CPQ pricing waterfall stages including original price, list price, special price, regular price, customer price, partner price, net price, and the calculation sequence for each stage
- Configure list pricing using standard price books, custom price books, and price book assignments with multi-currency support for geographic pricing variations
- Configure cost-plus pricing including cost fields, markup percentage, and target price calculations for margin-based pricing models in manufacturing and distribution scenarios
- Configure block pricing including block pricing tier definitions, quantity ranges, and per-unit versus flat-fee pricing within quantity bands for volume-based pricing schedules
Discounting
- Identify discount types including additional discount, partner discount, distributor discount, volume discount, term discount, and their positions in the pricing waterfall calculation
- Configure discount schedules including slab-based and range-based discount tiers, cross-order discount accumulation, and discount schedule assignment to products for automated volume discounting
- Analyze discounting requirements to design discount strategies combining manual discounts, automated schedules, and floor price enforcement for margin protection in competitive deals
Price Rules
- Configure price rules including price conditions, price actions, lookup queries, target objects, and rule evaluation order for automated pricing adjustments based on quote or line attributes
- Configure percent-of-total pricing including parent product references, percentage calculations, and total aggregation methods for service and maintenance products priced relative to hardware totals
- Analyze complex pricing scenarios to design multi-rule pricing strategies combining price rules, discount schedules, and contracted pricing for enterprise accounts with negotiated rate cards
Subscription and Usage Pricing
- Configure subscription pricing including subscription terms, proration methods, auto-renewal settings, co-termination rules, and multi-year ramp pricing for recurring revenue products
- Analyze subscription pricing requirements to design hybrid models combining flat-rate subscriptions, usage-based overages, and tiered consumption pricing for SaaS product catalogs
4
Domain 4: Output Document Generation
3 topics
Quote Templates
- Identify quote template components including template sections, line columns, totals sections, conditional content blocks, and the relationship between templates and output format options
- Configure quote template sections including header sections, line item tables, subtotal rows, terms and conditions sections, and signature blocks for professional proposal formatting
- Configure line column definitions including field mapping, column width, conditional formatting, currency display, and group-level summary columns for detailed line item presentation
Dynamic Content and Formatting
- Configure conditional template content using merge fields, section visibility conditions based on quote attributes, and dynamic table rendering for audience-specific quote documents
- Configure template styling including fonts, colors, logos, page margins, watermarks, and multi-language template variants for branded proposal output across regions
- Analyze document requirements to design template strategies supporting multiple output formats, conditional branding, and multi-language generation for international sales operations
Document Delivery
- Configure document generation and delivery settings including PDF generation, electronic signature integration with DocuSign, document versioning, and email template attachment for proposal workflows
- Analyze proposal workflow requirements to design automated document generation triggers, approval-gated document release, and version control strategies for regulated sales environments
5
Domain 5: Approvals, Renewals, and Amendments
3 topics
CPQ Approvals
- Identify CPQ advanced approval components including approval rules, approval chains, smart approvals, approval conditions, and the relationship between discount thresholds and approval triggers
- Configure approval rules including rule conditions based on discount percentages, non-standard terms, and product-specific triggers with appropriate approver chain assignments
- Configure approval chains including sequential and parallel approval steps, delegated approver settings, escalation rules, and smart approval bypass for pre-approved deal parameters
- Analyze deal desk requirements to design multi-tier approval workflows combining discount-based, product-based, and term-based triggers for governance-compliant deal management
Renewals
- Configure renewal settings including renewal pricing methods, renewal forecast categories, renewal opportunity creation timing, and asset conversion rules for subscription lifecycle continuity
- Configure co-termination settings including co-termination group definitions, prorated pricing for mid-term additions, and alignment date rules for synchronizing subscription end dates
- Analyze renewal scenarios to design pricing strategies handling uplift percentages, evergreen contracts, auto-renewal with escalation clauses, and multi-year commitment renewals
Amendments and Contracts
- Configure amendment processes including mid-term quantity changes, product additions, product removals, and prorated pricing calculations for in-flight subscription modifications
- Configure contract creation from quotes including contracted pricing snapshots, contract term settings, contract product mapping, and asset creation for quote-to-cash completion
- Analyze contract lifecycle scenarios to design amendment and renewal strategies handling split contracts, partial renewals, and contract consolidation for complex enterprise portfolios
6
Domain 6: Advanced CPQ Features
4 topics
Multi-Dimensional Quoting
- Identify multi-dimensional quoting concepts including MDQ products, segments, segment pricing, and the relationship between MDQ configuration and subscription term management
- Configure MDQ products including segment labels, segment pricing, ramp schedules, and per-segment quantity settings for products with variable pricing across contract periods
- Analyze ramp deal requirements to design MDQ structures supporting annual price escalations, seasonal adjustments, and growth-based quantity ramps for multi-year enterprise commitments
Guided Selling
- Configure guided selling flows including prompt definitions, input fields, filter conditions, product suggestions, and conditional page navigation for needs-based product recommendation
- Analyze sales process requirements to design guided selling experiences combining discovery questions, product recommendations, and upsell suggestions for consultative solution selling
Contracted Pricing and Partner Channels
- Configure contracted pricing including account-level contracted prices, effective dates, contracted price waterfalls, and contract-to-quote price inheritance for preferred customer pricing
- Configure partner and distributor pricing including partner discount fields, distributor markup calculations, and channel pricing tiers for indirect sales channel management
- Analyze channel pricing scenarios to design multi-tier distribution pricing models combining manufacturer list price, partner discount, and distributor markup for two-tier channel programs
Quote Ordering and Fulfillment
- Configure order creation from quotes including order product mapping, order activation workflows, and order split configurations for multi-fulfillment quote-to-order processing
- Analyze order management requirements to design quote-to-order strategies incorporating scheduled orders, split orders, and conditional activation for complex fulfillment workflows
Scope
Included Topics
- All domains in the Salesforce CPQ Specialist exam guide: CPQ platform, bundle configuration, pricing, output document generation, approvals and renewals.
- Salesforce CPQ product configuration including product rules, option constraints, configuration rules, dynamic bundles, nested bundles, and guided selling flows.
- CPQ pricing methodology including list pricing, contracted pricing, percent-of-total pricing, block pricing, cost-plus pricing, discount schedules, and multi-dimensional quoting.
- Quote document generation using quote templates, template sections, conditional content, line columns, and totals formatting for professional sales proposals.
- CPQ approvals, renewals, amendments, and contract lifecycle management including renewal pricing, co-termed subscriptions, and evergreen contracts.
Not Covered
- Revenue Cloud Billing configuration, invoice generation, and payment processing beyond CPQ quote-to-order functionality.
- Apex-level CPQ plugin development, custom pricing plugin code, and JavaScript calculator plugin programming.
- Salesforce Industries (Vlocity) CPQ, Communications CPQ, and industry-specific CPQ overlays not in the standard CPQ exam.
- Third-party CPQ integration platforms and middleware connectors beyond standard Salesforce CPQ API endpoints.
- Advanced platform development including Lightning Web Components, SOQL optimization, and trigger development outside CPQ context.
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