In last week of April, I appeared in the salesforce CPQ Specialist Exam and was able to pass the exam successfully. So, I would like to share my experience with all of you as it may help many of you to get pass the exam.

Salesforce has deactivated the old Steelbrick Community that people were using for preparation earlier. Now, it is merged into CPQ Help & Support =βž” this the place where you can read about CPQ topics now.

About the Exam:

  • 60 multiple-choice/multiple-select questions*(5 unscored questions Will be added)
  • Time allotted to complete the exam: 105 minutes (time allows for unscored questions)
  • Passing Score: 68%


Below are the topics which went through while preparation. Do not only read the topics, you will need to understand the concepts very well by doing practical in the CPQ configured Org. Read the topics from the above link.


Package settings & Products

  • Product fields
  • Subscription fields and Products
  • Subscription terms and Pricing


Product Bundles

  • Product Bundles Overview
  • Products
  • Options
  • Features
  • Option Constraints


  • Please remember to remember the fields for what it has been used for. The product bundle is configured by products their options, features and Option Constraints. Field values should be remembered carefully.


  • Product Rules and Fields
  • Actions and Conditions
  • Product Validation Rules
  • Product Code and Description
  • Automapping twin fields
  • Configuration Attributes and Fields
  • Lookup Object and Lookup Product Rule
  • Dynamic Bundles
  • Custom Actions
  • Guided Selling
  • Quote Line Editor UI


Pricing and Discounts

Pricing structure/ Waterfall

Discounting (Additional Discount / Channel Discount)

Discount Schedule Overview

  • Volume Discount
  • Term Discount
  • Cost Discount
  • Discount Schedule Fields
  • Discount Schedule Variations
  • Pricing Methods
  • Cost and Margin
  • Block Pricing
  • Block Pricing + Discount Schedules
  • Multi-Dimensional Quoting
  • Contracted Pricing


Price Rules

  • Price rules overview , Similar Structure as a Product Rule
  • Price Rule
  • Price Rule Conditions
  • Price Rule Actions
  • Inject a value into a quote and Quote Line Field
  • Static Value
  • Field Value
  • Summary Variable
  • Composite Summary Variable
  • Partner Discount Price Rule


Quote Templates:

  • Quote template Overview
  • Creating a Quote template
  • Storing logo in Document
  • Creating template Content
  • Creating template sections
  • Creating Line Columns


CPQ Platform

  • CPQ Basics Trailhead
  • CPQ Data flow
  • Permissions to ensure appropriate data security
  • Localization Mechanism to ensure translated user interfaces and Outputs

Hoping to hear your story soon. Best of Luck for your exam (Y)

See the Salesforce Certification Link

Thanks for reading πŸ™‚ Sharing is Caring πŸ™‚


If you have any questions or Query please come up in the comments section with OR you can tweet me @cloudyamit

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One thought on “Salesforce Certified CPQ Specialist Credential Tips & Tricks”

  1. Thanks for sharing the descriptive information on Salesforce Lightning tutorial. It’s really helpful to me since I’m taking Salesforce Lightning training. Keep doing the good work and if you are interested to know more on Salesforce Lightning, do check this Lightning tutorial.:-

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