The Salesforce CPQ-301 exam covers various topics such as product rules, pricing methods, discount schedules, quote templates, and contract management. You will learn how to configure and customize Salesforce CPQ solutions to meet the specific needs of your organization. Additionally, you will gain an understanding of the best practices and techniques for administering Salesforce CPQ solutions.
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Salesforce CPQ-301 is a certification exam that is designed to test the knowledge of professionals who want to configure and administer Salesforce CPQ solutions. Configure and Administer a Salesforce CPQ Solution certification exam covers various topics such as pricing and quoting, product configuration, and Salesforce CPQ administration. Passing the exam validates the skills and knowledge of professionals in the Salesforce CPQ field and demonstrates their ability to configure and administer Salesforce CPQ solutions.
Salesforce CPQ-301 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Approvals | 7% | - Integration with CPQ objects and workflows - Approval conditions and actions - Approval process setup and routing |
| Pricing | 20% | - Pricing methods and calculation sequence - Discounts, markups, and system pricing logic - Cascading pricing and quote line pricing fields - Price rules, lookup queries, and formulas |
| Quote Templates | 8% | - Dynamic document generation and output formatting - Template design and content management - Template merging and custom fields |
| Product Selection | 10% | - Guided selling and product filtering - Selection rules and recommendation logic |
| Renewals, Amendments, and Orders | 7% | - Order generation and fulfillment integration - Subscription and contract management - Renewal process and amendment handling |
| CPQ Platform | 23% | - Package settings and configuration - Object model and data flow - Localization and multi-currency setup - Permissions, record types, and UI customization - Data migration considerations |
| Products | 8% | - Product rules: validation, alert, selection, and configuration rules - Error conditions, product actions, and summary variables - Product setup, price books, and price book entries |
| Bundle Configurations | 17% | - Configuration attributes and constraints - Dynamic bundling and configuration logic - Create and manage product bundles and nested bundles - Product options, features, and selection rules |
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