Salesforce Certified CPQ Administrator Exam Prep

The Salesforce Certified CPQ Administrator credential validates your expertise in leveraging Salesforce CPQ to create fast and accurate quotes. This certification is ideal for Salesforce professionals – including customers, partners, and internal teams – aiming to demonstrate proficiency in product configuration, pricing, and approvals, ultimately boosting sales team efficiency.

What This Certification Proves

Earning this credential showcases your ability to:

• Configure product bundles, pricing, and discount rules to address complex sales scenarios.
• Build and customize quote templates for professional and precise proposals.
• Manage renewals and amendments to maintain strong customer relationships.
• Resolve common CPQ issues to ensure a smooth quoting process.

Who is a Salesforce Certified CPQ Administrator?

This certification is designed for professionals with:

• Hands-on experience with Salesforce CPQ and its terminology.
• The ability to troubleshoot and solve daily configuration challenges.
• Typically one year of CPQ administration experience.

Key skills include:

• Setting up product bundles, product rules, and various pricing models.
• Creating dynamic quote templates with custom layouts and content.
• Managing renewals, amendments, and advanced approval workflows.
• Configuring products, price books, permissions, and page layouts.
• Understanding CPQ’s data model, summary variables, and package settings.

Who Usually Earns This Credential?

This certification benefits a wide range of roles, including:

• Salesforce Administrators
• Sales Operations Specialists
• Implementation Consultants
• IT Professionals
• Pricing Managers
• Product Managers
• Technical Architects
• Service Managers

Exam Details

• Format: 60 multiple-choice questions (plus up to 5 unscored questions).
• Time: 105 minutes.
• Passing Score: 65%.
• Registration Fee: $200 (plus applicable taxes).
• Retake Fee: $100 (plus applicable taxes).
• Delivery: Online proctored exam or onsite testing center.
• Version: Based on Salesforce Summer '24 Release.
• Prerequisite: No formal prerequisite (Salesforce CPQ experience recommended).
• Note: Unscored questions may be included for research purposes and do not affect your score.

Exam Outline

The Salesforce Certified CPQ Administrator exam assesses your knowledge and skills in these key areas:

• CPQ Platform (23%): Design, configure, and troubleshoot Price Rules using lookup objects and formula fields. Understand quote calculation sequence and pricing fields. Utilize permissions, record types, field sets, and page layouts. Demonstrate knowledge of CPQ data flow and the CPQ object data model for data migration. Set up CPQ for localization and multi-currency. Determine necessary CPQ package-level settings and how the CPQ managed package integrates with Salesforce.
• Bundle Configurations (17%): Set up bundle structures and Product Rules to meet business requirements.
• Pricing (16%): Identify appropriate pricing strategies (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total) and determine expected pricing outcomes.
• Quote Templates (7%): Set up Quote Templates to meet business requirements.
• Product Selection (7%): Use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
• Orders, Contracts, Amendments, and Renewals (15%): Understand data required for Orders and Contracts. Demonstrate how to generate renewal and amendment Quotes. Recommend when to use Orders, Contracts, Subscriptions, and Assets.
• Products (11%): Set up Products, Price Books, and Price Book Entries. Understand the impact of product catalog setup on CPQ data flow.
• Approvals (4%): Select and set up native or Advanced Approvals to meet business requirements.