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Salesforce CPQ-301 exam covers a range of topics, including product configuration, pricing and discounting, quote generation, and contract management. It will test your ability to set up and customize CPQ solutions, create and manage price books, configure products and bundles, and create and track quotes and contracts. Additionally, it will assess your understanding of Salesforce automation tools and your ability to integrate CPQ solutions with other Salesforce products and third-party applications.
Reference: https://trailheadacademy.salesforce.com/classes/cpq301-configure-and-administer-a-salesforce-cpq-solution#
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To prepare for the Salesforce CPQ-301 exam, candidates should have a solid understanding of Salesforce CPQ and its various components. They should also have experience in configuring and managing Salesforce CPQ solutions. There are several resources available to help candidates prepare for the exam, including study guides, practice exams, and online courses. Once certified, professionals can demonstrate their expertise in Salesforce CPQ and differentiate themselves in the job market.
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Salesforce CPQ-301 Exam Syllabus Topics:
| Section | Weight | Objectives |
| Topic 1: Products | 8% | - Error conditions, product actions, and summary variables
- Product setup, price books, and price book entries
- Product rules: validation, alert, selection, and configuration rules
|
| Topic 2: Product Selection | 10% | - Guided selling and product filtering
- Selection rules and recommendation logic
|
| Topic 3: 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
|
| Topic 4: Quote Templates | 8% | - Template design and content management
- Template merging and custom fields
- Dynamic document generation and output formatting
|
| Topic 5: Approvals | 7% | - Integration with CPQ objects and workflows
- Approval process setup and routing
- Approval conditions and actions
|
| Topic 6: Renewals, Amendments, and Orders | 7% | - Subscription and contract management
- Renewal process and amendment handling
- Order generation and fulfillment integration
|
| Topic 7: Bundle Configurations | 17% | - Create and manage product bundles and nested bundles
- Product options, features, and selection rules
- Configuration attributes and constraints
- Dynamic bundling and configuration logic
|
| Topic 8: CPQ Platform | 23% | - Package settings and configuration
- Data migration considerations
- Object model and data flow
- Localization and multi-currency setup
- Permissions, record types, and UI customization
|