ABOUT THE EXAM
The Certified Salesforce CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and Salesforce employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform. Once credentialed, Salesforce Certified CPQ Specialists will have demonstrated their ability to build bundle configurations, pricing, output documents and renewals, and amendments.
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Exam Outline
The Salesforce CPQ Specialist exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with CPQ and demonstrate the knowledge and expertise in each of the areas below.
Products and Bundles: 32%
- Given a customer product catalog, set up the appropriate product bundle to meet customer needs.
- Given a customer product catalog, set up option constraints that ensure a technically viable configuration of the bundle.
- Given a customer's business logic, create applicable product rules that ensure a technically viable configuration of a bundle.
- Given a customer product catalog, identify configuration attributes that can manipulate options while ensuring a technically valid configuration.
- Given a customer product catalog, recommend the appropriate type of product bundle that meets customer needs.
- Given a customer requirement, set up products to dynamically generate product code and description.
- Given details about a customer's business, set up all necessary assets or subscription products.
- Given a customer's selling process, configure guided selling to suggest applicable products.
- Given a customer requirement, identify and set up applicable search filters to narrow large product catalogs.
Pricing and Discounts: 38%
- Given a customer's pricing model for a product, determine the appropriate pricing method.
- Given a price waterfall, set up price rules that will meet customer needs.
- Given a customer's tiered pricing model, determine the appropriate characteristics of volume-based or term-based discount schedules.
- Given a customer's products, ramping, and escalator requirements, create appropriate price dimensions.
- Given unexpected calculated prices, determine investigation paths that will produce accurate pricing.
- Given a customer-specific pricing requirement, configure correct contracted prices.
Quote Templates: 15%
- Given desired output requirements, create an accurate quote template based on design specifications and business rules determined by the customer.
- Given an unexpected result in the rendering of the document output, identify investigation paths to resolve issues.
- Given desired output requirements, set up appropriate quote terms and template sections to accurately produce terms in a generated document.
- Given desired output requirements, set up template sections to accurately produce in a generated document.
- Given desired output requirements, set up line item sections and Line Columns to accurately produce the items in a generated document.
CPQ Platform: 15%
- Given an unexpected result in the CPQ data flow, determine investigation paths that will resolve the issue.
- Given a set of business requirements, adjust the User Interface to display the appropriate data.
- Given a set of business requirements, adjust permissions to ensure appropriate data security.
- Given a finalized quote, accurately predict the outcome of the contracting process.
- Given an unexpected result in the amendment/renewal data flow, determine investigation paths that will resolve the issue.
- Given a set of translated values, use the appropriate localization mechanism to ensure translated user interfaces and outputs.
Resource
Salesforce CPQ Customer Stories.pdf
Create CPQ Trailhead Playground(DE)
CPQ Learning Path - 심화내용에 대한 resource를 찾을 수 있음 아래 링크중 상당수의 출처
Install Salesforce CPQ Plus
Trailmix
CPQ Exam Study Guide Topics
Master List of Salesforce CPQ Help Portal Topics
CPQ211 Recording *유료 강의 레코드
Spring 19 Release - CPQ & Billing: Usage-Based Pricing - 2?문제쯤 나온듯
Manage your quotes with CPQ -help Top
SUCCESS WITH SALESFORCE CPQ AND SALESFORCE BILLING -help Top
Salesforce CPQ Video
Quote-to-Cash Datasheet.pdf - overview
180711 CPQ FastPath Exercise Guide v3.pdf - 핸즈온 가이드
salesforce-cpq-pricing-editions
CPQ Getting Started Workbook.xlsx - 핸즈온용 기초 데이터 셋
Discussion
Trailhead의 모듈을 cpq의 30%정도
Trailhead에서 내용이 부족해서 Price rule, Attribute variable, Quote Template등은 별로 공부
Advanced Approval은 Developer Cpq Org에 없는듯(CPQ+이상 라이센스에만 부여됨)
애매모호한것들은 논리적—;;으로 해석해서 답을 찾으면...
Topic Summary
Pricing Tools Overview
Pricing ToolBehaviorExample
| Block Pricing | Uses a flat price for a range of quantities instead of multiplying by number of units. | A streaming video service is $9 a month for 1–3 concurrent viewers, and $15 a month for 4–10 concurrent viewers. |
| Percent of Total (PoT) Pricing | Looks to the sum of other product prices, then takes a percent of that sum. | The tip for your pizza delivery is 15% of the overall amount of your order. |
| Option Pricing Override | Replaces the price of a product only when it’s within a bundle. | The price of a drink is $1 when bought in a combo meal, but $1.35 when bought alone. |
| Cost Plus Markup Pricing | Allows sales reps to add value on top of a product’s cost. | A car costs the dealer $30,000, and it’s marked up to $34,000 to make commission. |
| Contracted Pricing | Sets account-specific prices for individual products or categories of products. | Your customer Edge Communications pays $200 for a printer while everyone else pays $275. |
Price Waterfall
ricing FieldWhat It Represents
| Original Price | Price book price |
| List Price | Price book price, block price, percent of total price, or option price override |
| Special Price | Cost plus markup price, contracted price, or option discount |
| Regular Price | Result of volume-based discounts |
| Customer Price | Result of manually editable discounts |
| Partner Price | Result of partner discount, set manually or through automation |
| Net Price | Result of distributor discount, set manually or through automation |
Percent Of Total Base
Quote Line Price Field<b> </b>Applied Discounts<b> </b>
| List | None |
| Regular | Automated discounts |
| Customer | Manual discounts |
| Net | Partner and distributor discounts |
Percent of Total Within Bundles
Option Pricing in Relation to Other Pricing Methods
Interacting with Other Pricing Methods
Other Places to Use Discount Schedules
ObjectVolume Discount ScenarioPriority
| Contracted Price | Discounts only for a specific account. | 1 |
| Price Dimension | Discounts for one-time fees attached to subscription products or segments of the subscription term. | 2 |
| Product Option | Discounts only when a product is sold in a bundle. | 3 |
| Feature | Discounts for every product in a bundle feature. | 4 |
| Product | Discounts whenever a product is added to the quote. | 5 |
Option Discounts and Other Pricing Methods
Channel Discounts
Pricing FieldWhat It Represents
| Original Price | Price book price |
| List Price | Price book price, percent of total price, block price, or option price override |
| Special Price | Cost plus markup price, contracted price, or option discount |
| Regular Price | Result of volume-based discounts |
| Customer Price | Result of manually editable discounts |
| Partner Price | Result of partner discount, set manually or through automation |
| Net Price | Result of distributor discount, set manually or through automation |
Move Partner Discount Up the Price Waterfall
Apply Additional Discounts Last
BeforeAfter
| Original Price | Original Price |
| List Price | List Price |
| Special Price | Special Price |
| Regular Price | Regular Price |
| Customer Price | Partner Price |
| Partner Price | Net Price |
| Net Price | Customer Price |
