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Study Checklist
CPQ Administrator
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CPQ Platform
23%
0/43
No questions yet
Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
0/11
Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
0/9
Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
0/4
Given a business process, demonstrate knowledge of CPQ data flow (for example, twin fields) across CPQ objects.
0/5
Demonstrate knowledge about the CPQ object data model as it relates to data migration.
0/3
Set up CPQ for localization and multi-currency for international customers and users.
0/4
Given a scenario, determine the necessary CPQ package-level settings.
0/6
Determine how the CPQ managed package fits within a Salesforce org.
0/1
Bundle Configurations
17%
0/24
No questions yet
Given a scenario, set up a bundle structure to meet business requirements.
0/13
Given a scenario, set up Product Rules to meet business requirements.
0/11
Pricing
16%
0/19
No questions yet
Given a scenario, identify the appropriate pricing strategy (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).
0/12
Given a scenario, determine expected pricing outcomes.
0/7
Quote Templates
7%
0/11
No questions yet
Given a scenario, set up a Quote Template to meet business requirements.
0/11
Product Selection
7%
0/7
No questions yet
Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
0/7
Orders, Contracts, Amendments, and Renewals
15%
0/19
No questions yet
Demonstrate understanding of the data required to generate Orders and Contracts.
0/6
Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
0/9
Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.
0/4
Products
11%
0/10
No questions yet
Demonstrate how to set up Products, Price Books, and Price Book Entries.
0/5
Demonstrate how product catalog setup impacts overall CPQ data flow.
0/5
Approvals
4%
0/11
No questions yet
Select and set up native or Advanced Approvals to meet business requirements.
0/11