The Salesforce Certified CPQ Specialist has experience with the Salesforce CPQ platform, CPQ terminology, and is also able to troubleshoot and solve basic platform issues. I am passionate about Salesforce, and I enjoy the friendly ecosystem that is filled with talented, intelligent professionals. Can you please provide inputs on how did you prepare for the CPQ Admin exam ? One of the most common ways to alleviate some of the pain CPQ deployments can cause is to invest in a paid tool which will assist in your deployments. Given a scenario, determine expected pricing outcomes. A to Z Listing of Topics. Yes, I think CPQ is more difficult than FSL. On that laptop bundle, there are three product features: processor, hard drive, and memory. I have successfully cleared the administrator certification and a … Alyssa is a Salesforce CPQ expert, and is the Salesforce.com Product Owner at UiPath. In this case, when you are terminating the contract, you will generate an amendment quote, and set the total of the subscription quote lines to 0. Salesforce CPQ Partner Enablement - Chatter group collaboration with partners. Thanks. However, depending on your existing (or future) DevOps process, this feature may be of little value to you. Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts. Current Issues. From my own experience, I can say that the only thing that needs to be done is to reference the parent’s external ID when talking about the lookups. And for this Product I have Defined one Price Deimension of Type Monthly. It serves as a place for industry news, tips and tricks, and career advice. 5. Having this experience will provide you with the basic knowledge necessary to begin studying for the exam. Don’t forget to seed sandboxes with your CPQ configuration data when you refresh or spin a new development environment (sandox). Whether you are a small boutique company or large multinational, get in touch and di 1-866-NY-QUITS - NYS Smokers' Quit Line; Addressing the Opioid Epidemic in New York State Demonstrate understanding of the data required to generate orders and contracts. one processor, one hard drive and one memory. Please help If Possible. Book your exam now, even before you start studying. Earning that badge meant a lot to me and I could not have completed it without your blog on the certification. This guide leaves us unanswered. Exam Weight 23% +600 points. A product feature in this use case is 1:1, because a user should only be able to select one processor in a laptop. Another consideration when looking to invest in a paid tool is that some require package level settings to be disabled during the deployment. Having your data deployment tool make this field update for you before it creates the data record which references it might sound like a huge timesaver, (no more adding custom fields one at a time to change sets, hurrah!). If it wasn’t for the good training I had and the awesome Steelbrick community at the time, I don’t know how I would’ve done it. Join our group of 120+ trusted guest posters – Click here to start the conversation. Thanks for sharing this valuable information. ... An organisation which uses Change Sets or the Force.com Migration tool may be able to utilise this feature as the purpose of these tools is to move metadata changes between environments to keep environments in sync. They were reading and quiz questions only. Have something to share? tags CPQ Platform. Bhavesh, that’s fantastic news! Refer, CPQ architecture diagram. Besides, they are high efficient for passing rate is between 98 to 100 percent, so they can help you save time and cut down additional time to focus on the CPQ-Specialist actual exam review only. When I was done I swore i’d never focus on CPQ again, but at least wanted something to show for it, so I took the new CPQ Specialist cert in 2017 and passed! As with any deployment, scheduling a release in advance and deploying during your org’s quiet time can be a good idea, especially when releasing new functionality. Salesforce, of course, does this before each release, usually on a weekend and they notify users in advance. I have one product P1 which is monthly Subscription Based Products. I am all set for my next target for community cloud. After getting lots of requests for advice, mentorship and help, I created SalesforceChris.com. Salesforce certification is a great way to get ahead by proving your skills on one of the hottest CRM platforms today. You can see from the above graphic that creating a single price rule can create multiple records in multiple objects and the relationships must be maintained during deployments. Spend time actually understanding the capabilities and configuration options of the CPQ platform. Top 10 Salesforce Tips for 2021 to Supercharge Productivity, Salesforce Person Accounts - Pros and Cons, 30 Salesforce Developer Interview Questions & Answers, 30 Salesforce Lightning Developer Interview Questions & Answers, Salesforce Person Accounts – Pros and Cons. Salesforce Ben If the user selects an Intel i5 processor, the bundle includes a product with the i5 SKU. Plus CPQ skills are in high demand, so this is a valuable skillset to have in your resume. I don’t understand the table on this help page: https://help.salesforce.com/articleView?id=cpq_product_code_layout.htm&type=5 Given a scenario, set up a bundle structure to meet business requirements. Given a scenario, use search filters, field sets, and custom actions to enable product selection and configuration. Great lessons at a great prices...Focus on Force is the best training resource I have found! If you cannot maintain your tool over time, the value it is providing will be lost. Prodly is one such tool and it’s been reviewed here: https://www.salesforceben.com/appops-release-prodly-review/ but there are others on the market like Gearset. Safe harbor - results are not guaranteed. See Tip 2 & 4 for points to consider when purchasing a deployment tool. Given a scenario, identify the appropriate pricing strategy (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total, usage-based pricing). Best Practices & Considerations for CPQ Data Migration, Considerations for Creating and Maintaining Pricebooks, https://help.salesforce.com/articleView?id=cpq_product_code_layout.htm&type=5, CPQ Specialist certification - Blog Martina Humpolce, Salesforce Multi-Factor Authentication (MFA) is Coming, Salesforce Community Social Media Links in a Footer, Replace Profile IDs with Custom Permissions in Validation Rules, Applying Salesforce as Guiding Framework To Create an Emergency Response System, Marketing Cloud Social Specialist Resource Guide, Getting Salesforce Certified – Tips and Tricks, Marketing Cloud Consultant Resource Guide, Orders, Contracts, Amendments, & Renewals. Thanks Focus on Force. In a nutshell, you will be working with CPQ object data across multiple orgs, each record with their own unique CRM ID per org. Who are Tableau Ambassadors – and How Can You Become One. This is the Salesforce CPQ Specialist resource guide. I have yet to finish and release it to users but actually doing things helped me comprehend a lot. CPQ Specialist Exam Overview. These will never change from Org to Org as they are connected to the record itself. Apply understanding of quote calculation sequence and quote line pricing fields to meet pricing and business requirements. Can you please elaborate further on this? On the topic of paid deployment tools, some can also help to deploy your metadata components along with your data deployments. Discover how Salesforce CPQ helps your sales team create quotes faster than ever before. I have found those incredibly useful in my study. Was planning to take CPQ specialist and realised there are tonnes of study material, practice test for Admin exam couldn’t find anything for CPQ specialist, if anyone can help, it will be great help. The Salesforce Certified CPQ Specialist generally has six to twelve months of experience in a CPQ Specialist role. Each admin & org is different and using external IDs may work for some organisations just fine . My Experience. CPQ isn’t just a sales solution and CPQ isn’t “a back office solution,” but a means for the entire company to streamline bulky sales processes into lean, productive systems. Select and set up advanced or native approvals to meet business requirements. This is where an investment in a paid tool can make all the difference. Thanks in advance. EC2N 4AG. Just a side note along with Trailheads I found focus on force study material really helpful. Your email address will not be published. Your email address will not be published. seems Option 1 has 3 child products: i3 Processor, 1TB Hard Drive, 8GB Memory. As I mentioned in a previous post, understanding the intention and structure of the exams is key to passing. I find this surprising, as I believe this is one of the most important topics to discuss before a CPQ implementation even starts. Recruitment Specialist in the Salesforce ecosystem. I would normally never advocate to do such a thing, BUT sometimes there are cases where a fix is needed there and then, and because CPQ records are data vs metadata, you can make the change direct in Production, without breaking your dev ops process (in most cases). so as option 2, option 3. Salesforce CPQ Specialists. so the Option 1, 2, 3 doesn’t really refer to the Product Option… a bit confused here.. can you help to clarify a bit? Design, configure, and troubleshoot price rules using lookup objects and formula fields to meet business requirements. If you have any others, feel free to comment here, or reach out directly via my contact page. Salesforce CPQ can be set up with proration to handle the partial charge on the month. Apply to Salesforce Developer, SalesForce Administrator, Salesforce Cpq Lead (remote) and more! Example: to create a single Product or Price Rule in Salesforce CPQ, you will have a minimum of two (2) records created on two (2) different objects, the rule “container” record and at least 1 action, provided there are no conditions to take into account. Add to Favorites. Now I wanted to terminate the Contract at the mid of April month (15-April-2019). being able to relate records by referencing the Price Rule name vs the 15/18 digit ID) as opposed to Salesforce Data Loader. Demonstrate how product catalog setup impacts overall CPQ data flow. It’s not that this isn’t possible, but doing this between multiple environments is both time consuming & can result in mistakes (again, in my own experience). you know what would be nice in this article? Hopefully that helps answer your question. I had a different process builder design for "Create Order Once Quote is Approved". hi, Chris, Can you please help me with this question I have? Given a scenario, set up a quote template to meet business requirements. Log In to Complete. Other options could be possible (choose two memory cards, etc. If you have questions during your exam preparation, please feel free to reach out. This is because Salesforce allocates a unique 15/18 digit ID to each record. If a candidate wants significant improvement in career growth needs enhanced knowledge, skills, and talents. Given a business process, demonstrate knowledge of CPQ data flow (e.g., twin fields) across CPQ objects. ), but not for this one. Support Quote Start Date is 1-Jan-2019 and Subscrition Term is 12 month CPQ deployments are complex and should be thought about as much as the functional solution itself if you want to have a successful and highly adopted solution.