Salesforce CPQ-Specialist : Salesforce Certified CPQ Specialist

  • Exam Code: CPQ-Specialist
  • Exam Name: Salesforce Certified CPQ Specialist
  • Updated: Aug 04, 2026
  • Q & A: 215 Questions and Answers

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Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:

  • Select and set up advanced or native approvals to meet business requirements

A candidate for this exam will likely need assistance with:

  • Nested bundles
  • Advanced grouping
  • Composite summary variable
  • Block with discount schedule
  • Advanced quote template topics
  • Nested quote terms

A candidate for this exam is not expected to know how or do the following:

  • Legacy Data Handling
  • Billing
  • Target URL in custom actions
  • Administer Force.com, Visualforce pages, APEX classes, or JavaScript
  • CPQ plug-ins
  • Integration to third-party web apps
  • Custom Template Content

How to Prepare For Salesforce Certified CPQ Specialist

Preparation Guide for Salesforce Certified CPQ Specialist

Introduction to Salesforce Certified CPQ Specialist

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.

SALESFORCE CPQ-SPECIALIST practice exams and SALESFORCE CPQ-SPECIALIST practice test is beneficial to get experience with the Salesforce CPQ platform, CPQ terminology, and candidate can troubleshoot and solve basic platform issues.

The Salesforce Certified CPQ Specialist generally has one year of experience in a CPQ Specialist role. This exam guide is designed to help candidates evaluate their readiness to pass the Salesforce Certified CPQ Specialist exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives-all with the intent of helping candidates achieve a passing score. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize the likelihood of passing the exam. The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution, and has the skills and knowledge of the following concepts:

  • Generate renewal and amendment quotes
  • Configure search filters, and custom actions for product selection and configuration
  • Familiarity with native and advanced approvals
  • Configure a dynamic quote template using quote terms, line columns, template sections and content.
  • Configure user permissions, record types, page layouts, and field sets
  • Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
  • Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
  • Configure bundles (features, options, option constraints, configuration attributes) and product rules.
  • Knowledgeable about CPQ package level settings and managed package considerations
  • Utilize the ordering and contracting process
  • Manage products, pricebooks, and pricebook entries
  • Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
  • Troubleshoot and solve basic product rules, pricing issues, and data flow

Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:

  • Technical Architect
  • Product Manager
  • Services
  • Implementation Consultant
  • Sales Ops
  • Pricing Manager
  • IT

Reference: https://trailhead.salesforce.com/en/credentials/cpqspecialist

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Understanding functional and technical aspects of Salesforce Certified CPQ Specialist

The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:

  • Given a scenario, set up a quote template to meet business requirements

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Salesforce CPQ-Specialist Exam Syllabus Topics:

SectionWeightObjectives
Product Selection7%- Selection rules and visibility control
- Streamlining product selection process
- Search filters and guided selling
Products11%- Price books and price book entries
- Product records and families
- Product lifecycle and catalog setup
Quote Templates7%- Document generation automation
- Line items, sections, and terms embedding
- Template creation and customization
Bundle Configurations17%- Constraints and dependency rules
- Product rules, options, and features
- Bundle structure and setup
CPQ Platform23%- Data model and data flow
- Quote calculation sequence
- Permissions, security, and UI configuration
- Multi-currency and localization
- CPQ package configuration and setup
Approvals4%- Approval rules and configuration
- Standard and advanced approval processes
Orders, Contracts, Amendments, and Renewals15%- Amendment and renewal processes
- Subscription and asset management
- Contract creation and management
- Order generation from quotes
Pricing16%- Pricing outcome analysis and troubleshooting
- Price rules and formula fields
- Percent-of-total and usage-based pricing
- Pricing strategies: discount schedules, block pricing, contracted pricing, subscription pricing

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