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Salesforce CPQ-301 Exam Topics

Salesforce CPQ-301 Exam Overview :

Exam Name: Configure and Administer a Salesforce CPQ Solution
Exam Code: CPQ-301
Certifications: Salesforce CPQ Specialist Certification
See Expected Questions: Salesforce CPQ-301 Expected Questions in Actual Exam

Salesforce CPQ-301 Exam Objectives :

Section Objectives
Course Introduction
  •     Review Course Objectives
  •     Set Learner Expectations
  •     Review Housekeeping Rules
  •     Explore Additional Course Resources
  •     Review Exam Quick Facts
Introduction to CPQ
  •     Understand the Business Case for CPQ
  •     Watch an End-to-End Solution Demo
  •     Build a Quote
Object Model Foundations
  •     Get Familiar with 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
  •     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 (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)
  •     Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)
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 Calculation Events and Conditions
  •     Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)
  •     Create Lookup Queries to Outsource Evaluation to a Lookup Object
Advanced Approvals
  •     Compare and Contrast the Advanced Approval Package Versus Native Approvals
  •     Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements
Quote Templates
  •     Generate Dynamic Output Documents
  •     Create Conditional Template Content
Localization and Multicurrency
  •     Make Accommodations for Localization
  •     Define Localization and How It Works in CPQ
Orders
  •     Review Business Purposes of an Order
  •     Define the Data Model for Orders
  •     Define Data Requirements to Generate Orders
Contracts, Renewals, and Amendments
  •     Generate New Contracts to Manage Active Subscriptions Related to an Account
  •     Review Amendment and Renewal Processes
  •     Review Renewal Pricing Methods
Capstone
  •     Class Project: Troubleshoot Common Scenarios in Salesforce CPQ
  •     Design a Solution
Official Information https://trailheadacademy.salesforce.com/classes/cpq301-configure-and-administer-a-salesforce-cpq-solution#

Updates in the Salesforce CPQ-301 Exam Topics:

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