I have been working on different CPQs for quite some time and wanted to take up the Salesforce Certified CPQ Specialist certification.There were very few resources to prepare for the same, other than the Exam Guide and the super useful Knowledge Base Study Material which has links to various SteelBrick knowledge base articles. Special thanks to this Vandevelde Jan’s tips to pass this exam since it is the first of the experience sharing blogs which I found.
I completed my Salesforce Certified CPQ Specialist (SP17) recently and thought of sharing some of the resources which were very useful in my preparation. (Spoiler alert..! None of the links have any exam questions). If you are not working specifically on Salesforce CPQ, but want to get an expertise on the same, you may have to spend about 175 to 200 hours (assuming you work on other CPQs). It would always be nice to keep comparing different CPQ features.
Without wasting further time, and with a “safe harbour” statement that this is my experience sharing, let me list down various resources in a sequential way.
Salesforce CPQ Package Installation
The best way to get started with preparing for such an exam is to spawn a sandbox specifically for learning purposes and using different features in Salesforce CPQ. You can install Salesforce CPQ from the links given in SteelBrick’s Package Installation Links page. You can install only Salesforce CPQ. Service Cloud for Salesforce CPQ and other packages can also be installed, but I didn’t install while I was preparing for this exam. It is to be noted that the license is valid for 3 months only (it does give some motivation to learn faster). Install the latest version of the package in you developer instance.
My blogs on understanding each part of CPQ
Salesforce CPQ Basics
Video: Intro to SteelBrick CPQ
For all video tutorials, please pause wherever required and do the exercises mentioned. They are extremely useful, and this covers the Salesforce CPQ Basics well.
Video: Create Product Families
Video: Creating Products
Video: Product Customization
Pricing & Discounts
Video: Pricing Methods
Video: Discount Schedules
Video: Customer specific Pricing
Video: Product Bundles
Video: Product Features
Video: Product Related List Layouts
Video: Create Options
Video: Create Option Constraints
Video: Summary variables demo
Video: Basic Opportunity creation
Video: Quote creation
Quote templates & document generation
Video: Dynamic Quote Terms
Video: Quote Templates
Video: Storing Logo in documents
Video: Creating Quote templates
Video: Creating Template Content
Video: Creating Template Sections
Video: Line Columns
Video: MDQ Doc Gen
Subscriptions / Assets
If any of the links which are required are missed, please feel free to mention it in comments. Would like to hear your views on how you learnt Salesforce CPQ. Happy learning, all!!
Next Edition: Salesforce CPQ – C in CPQ – Products & Bundles