Salesforce CPQ-201 Exam Overview:
| Certification Vendor: | Salesforce |
| Exam Name: | Salesforce CPQ Specialist Exam |
| Exam Number: | CPQ-201 |
| Certificate Validity Period: | Maintenance required via Salesforce release exams (no fixed expiration, ongoing certification maintenance) |
| Exam Duration: | 105 minutes |
| Available Languages: | English, Japanese, French, German, Spanish, Brazilian Portuguese |
| Related Certifications: | Salesforce Administrator Sales Cloud Consultant |
| Exam Format: | Multiple Choice, Multiple Select |
| Real Exam Qty: | 60 multiple-choice / multiple-select questions |
| Exam Price: | $200 USD (global standard pricing, may vary by region) |
| Passing Score: | 65% |
| Recommended Training: | Salesforce CPQ Specialist Trailhead Learning Path CPQ Admin Essentials (Trailhead Modules) |
| Exam Registration: | Salesforce Certification Registration Kryterion Webassessor Exam Scheduling |
| Sample Questions: | Salesforce CPQ-201 Sample Questions |
| Exam Way: | Online proctored or onsite test center (Kryterion Webassessor platform) |
| Pre Condition: | Recommended: Salesforce Administrator certification or equivalent hands-on Salesforce CPQ experience |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/certification-detail?searchString=CPQ%20Specialist |
There are some steps to apply for Salesforce CPQ-201 Exam
In order to apply for the CPQ-201, You have to follow these steps
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There is the cost of Salesforce CPQ-201 Exam
The price of CPQ-201exam is $200 USD.
Following are the requirements of Salesforce CPQ-201 Exam
The Salesforce CPQ Admin Essentials for New Administrators has experience with the Salesforce CPQ platform, CPQ terminology and can solve basic platform problems and problems.
The Salesforce CPQ Admin Essentials for New Administrators generally has one year of experience in a CPQ specialist position. The Salesforce CPQ Admin Essentials for New Administrators candidate has experience with the Salesforce CPQ solution and has the skills and knowledge of the following concepts:
- Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
- Knowledge of native and advanced approvals.
- Know the CPQ package level configuration and considerations for managed packages.
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Use the order and the procurement process.
- Manage products, price lists and list items.
- Configure user permissions, record types and layouts.
- Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
A candidate for this exam will likely need help with:
- Nested packages
- Themes of the advanced estimate model
- Block with discount program
- Advanced grouping
- Nested citation terms
- Composite summary variable
A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:
- CPQ add-ons
- Custom model content
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- billing
- Legacy data management
- Destination URL in custom actions
- Integration with third party web applications.
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- Sales operations
- services
- Technical architect
- IT
- Implementation consultant
There is no prerequisite for Salesforce CPQ-201 certification.
Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Salesforce CPQ Fundamentals | - Product-to-quote lifecycle - CPQ architecture and core concepts |
| Topic 2: Pricing and Discounts | - Discount schedules and approvals - Pricing methods and rules |
| Topic 3: Quote Management | - Quote generation and configuration - Quote templates and document generation |
| Topic 4: Product Configuration | - Product bundles and options - Product rules and guided selling |
| Topic 5: Approvals and Automation | - Approval processes in CPQ - Workflow automation and validation rules |
| Topic 6: CPQ Data Model and Administration | - System configuration and maintenance - CPQ object relationships |


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