Salesforce Certified CPQ Specialist
Master Salesforce CPQ (Configure, Price, Quote) to automate complex pricing, configuration, and quoting processes. Validate your expertise in product configuration, discount schedules, pricing rules, quote generation, and contract management to streamline sales workflows.
🆕 Winter '26 Release Updates
The Winter '26 release introduces key improvements for CPQ specialists:
- Quote Deep Clone: Clone entire quotes including lines and groups with a single click, making it easier to create variations or reuse existing quotes
- Transaction Line Editor Enhancements: New consolidated interface with support for nested groups, inline adjustments, product quick add, and bulk delete capabilities
- Enhanced Approval Process Assignment: Improved resource assignment for groups and queues in approval workflows, providing smoother delegation
- Multiple Orders from Single Quote: Generate multiple orders from a single quote, streamlining complex order management scenarios
- Usage-Based Product UI Refresh: Redesigned interface for managing usage-based pricing with better flexibility and control
- Asset Transfer Capabilities: Transfer assets between accounts more efficiently with enhanced tracking and validation
📋 Exam Objectives by Domain
1. Product Configuration (20%)
- Product bundles and options
- Configuration attributes
- Product rules and dependencies
- Feature constraints
2. Price Rules and Calculations (16%)
- Price rules and conditions
- Price actions and calculations
- Cost and list price management
- Winter '26: Enhanced inline adjustments
3. Discounting (14%)
- Discount schedules
- Volume and term discounting
- Contracted pricing
- Discretionary discounting
4. Quoting (18%)
- Quote templates and document generation
- Line editor functionality
- Quote calculations
- Winter '26: Quote Deep Clone feature
5. Approvals and Workflow (12%)
- Approval processes
- Approval chains and conditions
- Winter '26: Enhanced group and queue assignment
- Automated approvals
6. Renewals and Amendments (10%)
- Contract amendments
- Renewal quotes
- Asset-based ordering
- Co-termination strategies
7. Orders and Contracts (10%)
- Order generation
- Contract creation and management
- Winter '26: Multiple orders from single quote
- Billing integration
❓ Sample Practice Questions
Question 1 (Winter '26): What new Winter '26 feature allows sales reps to duplicate an entire quote configuration, including all line items and groupings, in a single action?
A) Quote Duplication Tool
B) Quote Deep Clone
C) Smart Quote Copy
D) Quote Template Manager
Answer: B) Quote Deep Clone - This Winter '26 feature enables complete quote replication with all associated lines, groups, and configurations in one click.
Question 2 (Winter '26): The new Transaction Line Editor in Winter '26 includes which of the following capabilities?
A) Nested groups and inline adjustments
B) External API integration
C) Automated pricing rules
D) Real-time inventory checking
Answer: A) Nested groups and inline adjustments - The enhanced Transaction Line Editor supports nested grouping structures and inline price adjustments for more flexible quote management.
Question 3: A company wants to prevent sales reps from adding Product B unless Product A is already on the quote. What CPQ feature should be used?
A) Price Rule
B) Validation Rule
C) Product Rule
D) Configuration Attribute
Answer: C) Product Rule - Product rules enforce dependencies and requirements between products on a quote, such as ensuring prerequisite products are included.
Question 4: What is the correct order of CPQ pricing calculations?
A) List Price → Partner Price → Customer Price → Net Price → Regular Price
B) List Price → Regular Price → Partner Price → Customer Price → Net Price
C) Regular Price → List Price → Partner Price → Customer Price → Net Price
D) List Price → Customer Price → Partner Price → Regular Price → Net Price
Answer: B) List Price → Regular Price → Partner Price → Customer Price → Net Price - CPQ follows a specific calculation waterfall to determine final pricing.
Question 5: A sales manager needs quotes above $100,000 to require VP approval before being finalized. What should be configured?
A) Validation Rule
B) Workflow Rule
C) Approval Process with entry criteria
D) Price Rule
Answer: C) Approval Process with entry criteria - Approval processes with conditions based on quote value ensure appropriate authorization levels for high-value deals.
📚 Study Resources
- Official Salesforce Resources:
- Hands-On Practice:
- Set up CPQ in a Developer Edition org with sample data
- Practice creating complex product bundles and pricing rules
- Experiment with Winter '26 features: Quote Deep Clone and Transaction Line Editor
- Study Guides:
- Salesforce CPQ Specialist Exam Guide (PDF)
- Focus on Product Configuration (20% of exam)
- Master the pricing calculation waterfall
- Community Resources:
- CPQ Community Group on Trailblazer Community
- CPQ certification study groups
- Revenue Cloud and CPQ forums
💡 Pro Tips for Exam Success
- Understand Product Configuration: With 20% of the exam focused on this domain, master product bundles, options, features, and configuration attributes thoroughly.
- Know the Pricing Waterfall: Be able to explain the exact order of pricing calculations from List Price through to Net Price.
- Practice with Winter '26 Features: Familiarize yourself with Quote Deep Clone, Transaction Line Editor enhancements, and improved approval workflows.
- Master Approval Processes: Understand how to configure multi-level approvals with conditions, delegates, and automated routing.
- Study Real-World Scenarios: CPQ questions often present business scenarios requiring you to identify the correct feature or configuration approach.
- Complete Superbadges: The CPQ Specialist Superbadge on Trailhead provides excellent hands-on preparation.
Last updated: November 2025 | Winter '26 Release