CPQ Administrator
4-Step Path to Passing
- 1Complete the
- 2Look at theEvery concept you need to know for your exam, available for free to check off as you learn.
- 3Attempt
- 4
Core Resources
Exam Overview
From the official exam guide
Questions
65
Duration
105 min
To Pass
65%
Pricing
$200 registration · $100 retake
Delivery
Online proctored or at a testing center
Experience
Hands-on CPQ configuration experience recommended
Prerequisites
No prerequisites required
Exam Topics
Each topic section shows the topic weight, learning objectives, and links to study resources.
CPQ Platform23%
Price Rules, pricing waterfall sequence, quote calculation, CPQ permissions and record types, field sets and page layouts, twin fields and data flow, CPQ data model for migrations, multi-currency and localization, package-level settings, and managed package org fit.
- Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
- Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
- Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
- Given a business process, demonstrate knowledge of CPQ data flow (for example, twin fields) across CPQ objects.
- Demonstrate knowledge about the CPQ object data model as it relates to data migration.
- Set up CPQ for localization and multi-currency for international customers and users.
- Given a scenario, determine the necessary CPQ package-level settings.
- Determine how the CPQ managed package fits within a Salesforce org.
Resources
Bundle Configurations17%
Bundle structure (lead product, product options, features), Product Option flags (Required, Selected, Hidden, Bundled), Feature setup (cardinality, Min/Max Options), Configuration Attributes, Product Rule types (Validation, Alert, Selection, Filter), rule conditions, evaluation events, and Filter Rules for dynamic bundles.
- Given a scenario, set up a bundle structure to meet business requirements.
- Given a scenario, set up Product Rules to meet business requirements.
Resources
Pricing16%
Pricing waterfall (List Price through Net Price), Discount Schedules (volume-based, aggregation scope), Block Pricing, Percent of Total, Contracted Pricing, Cost Plus Markup, subscription pricing (Prorate Precision, Subscription Term, MDQ), partner and distributor discounts, manual overrides, and Special Price field.
- Given a scenario, identify the appropriate pricing strategy (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).
- Given a scenario, determine expected pricing outcomes.
Resources
Quote Templates7%
Quote Template structure (header, body, line item tables, footer), template sections, conditional sections, line item column control, grouping behavior, dynamic quote terms, and Visualforce content insertion.
- Given a scenario, set up a Quote Template to meet business requirements.
Resources
Product Selection7%
Search Filter fields, filter types (hidden, optional, required), dynamic filters based on user context, Custom Actions (JavaScript, URL, Flow), field sets for the product catalog page, and catalog page configuration.
- Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
Resources
Orders, Contracts, Amendments, and Renewals15%
Order generation (Ordered checkbox, Order Product fields, split orders, contracting method), Contract creation (subscription tracking, Asset records), Amendment quote flow (preserving existing contract), Renewal quote flow (new quote from contract), and the Opportunity-to-Quote-to-Order-to-Contract data model.
- Demonstrate understanding of the data required to generate Orders and Contracts.
- Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
- Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.
Resources
Products11%
Product object setup, Price Books and Price Book Entries, standard vs. custom Price Books, product catalog impact on CPQ data flow, and the relationship between Products and Quote Lines.
- Demonstrate how to set up Products, Price Books, and Price Book Entries.
- Demonstrate how product catalog setup impacts overall CPQ data flow.
Resources
Approvals4%
Native Salesforce Approval Processes (step-by-step, approval actions) vs. CPQ Advanced Approvals (parallel and sequential chains, approval variables, Smart Approvals), and selecting the right approach for a given business requirement.
- Select and set up native or Advanced Approvals to meet business requirements.
Resources
Have suggestions for this resource pack?
To help make this the ultimate resource compilation for the exam, please give your thoughts in the free Cert++ Discord.
Suggest a resource