⚡ What’s New for CPQ & Billing Consultants in Winter ’26?
More questions around evergreen, ramped deals, mid-term amendments, and renewals that blend CPQ and Billing capabilities end-to-end.
Greater focus on payment collection, taxation, revenue schedules, and how these interact with downstream financial systems.
Scenarios that test your ability to align CPQ, Billing, ERP, and CRM data – especially for usage-based and milestone billing models.
CPQ and Billing Consultant Accredited Professional Exam Guide
Design and Implement Robust Quote-to-Cash & Billing Solutions on Salesforce
The CPQ and Billing Consultant Accredited Professional credential validates your ability to design, build, and troubleshoot configure-price-quote and billing solutions on Salesforce. You’ll be tested on quoting flows, pricing and discounting, subscriptions, invoicing, revenue schedules, payments, and integrations with downstream finance systems.
📊 Exam at a Glance
Exam Domains & Weightage (High-Level View)
1. Solution Design & Discovery
~18–22%This domain focuses on gathering requirements and designing an overall quote-to-cash architecture that aligns with business outcomes.
- Understanding current quote, order, contract, and billing processes.
- Identifying pain points related to pricing, approvals, invoicing, and revenue.
- Mapping high-level data flows between CPQ, Billing, CRM, and ERP systems.
- Choosing the right CPQ & Billing features to meet business requirements.
- Assessing license, security, and scalability considerations early in the design.
Tip: Watch for questions that hide integration or data quality risks inside “simple” requirements – your job is to surface those.
2. Product, Pricing & Discount Strategy
~25–30%Here the exam evaluates your ability to configure complex product and pricing models and keep them maintainable over time.
- Designing product structures (bundles, options, features, attributes).
- Configuring price dimensions, block pricing, contracted pricing, and special terms.
- Discounting strategies: manual vs. automated, approval thresholds, guardrails.
- Handling multi-currency, regional pricing, and channel-specific price books.
- Balancing performance and flexibility in large price catalogs.
Tip: The “best” answer usually respects governance and maintainability, not just “it can be configured”.
3. Quoting, Contracts & Order Management
~20–25%This domain covers the lifecycle from quote creation through orders and contracts, including approvals and amendments.
- Quote creation flows, guided selling, and quote templates.
- Approvals for pricing, discounts, and non-standard deal structures.
- Contract creation, amendments, renewals, and co-termination strategies.
- Order generation and synchronization with fulfillment or ERP systems.
- Designing efficient workflows for sales reps, operations, and finance teams.
4. Billing, Invoicing & Revenue
~20–25%This domain is all about how CPQ outputs become billable records, invoices, and revenue schedules in Salesforce Billing and beyond.
- Usage-based, one-time, recurring, and milestone billing scenarios.
- Invoice generation, invoice runs, credit notes, and adjustments.
- Payment capture, dunning processes, and write-off strategies.
- Revenue schedules and alignment with accounting policies.
- Integration patterns with ERP/finance systems for AR and GL.
Expect scenario questions where you need to balance billing flexibility with financial control and auditability.
5. Data, Integrations & Troubleshooting
~10–15%Finally, the exam checks your ability to keep CPQ & Billing data healthy and solve problems when things go wrong.
- Key objects and data relationships across CPQ, Billing, and core CRM.
- Common integration patterns with order management and ERP.
- Troubleshooting pricing issues, calculation errors, and invoice discrepancies.
- Managing data migrations and back-dated changes safely.
- Logging, monitoring, and exception handling best practices.
Percentages above are grouped at a high level based on typical AP exam patterns; Salesforce may adjust them in future releases.
📝 Sample CPQ & Billing Consultant Questions
💡 Practice with Scenario-Based Questions
These questions are not from the actual exam but mirror the style and reasoning required. Focus on end-to-end quote-to-cash thinking, not just isolated features.
Question 1 – Product & Pricing Strategy
A customer sells a base software subscription with optional add-on modules. Add-ons must always match the term of the base subscription and should be renewed together. What is the most appropriate design in CPQ?
✓ Correct Answer: B) Configure the base product and add-ons in a bundle with option constraints and co-termination enabled.
Bundles with option constraints ensure add-ons stay tied to the base subscription. Co-termination keeps all related subscriptions aligned for renewals and amendments without manual date management.
Question 2 – Billing & Invoicing
A company wants to bill customers monthly in advance for subscriptions and generate a single invoice per customer per month, even if there are multiple orders. Which approach best supports this in Salesforce Billing?
✓ Correct Answer: B) Configure billing rules and invoice runs to group billable items by account and billing period.
Salesforce Billing supports grouping invoice lines by account, billing period, and other criteria via billing rules and invoice runs. This delivers the desired single consolidated invoice without manual workarounds or custom merge logic.
Question 3 – Amendments & Integrations
Mid-term, a customer upgrades the quantity of a subscription and adds a new add-on. The finance team requires that the ERP reflects both the historical and new subscription values for reporting. What is the best recommendation?
✓ Correct Answer: C) Use amendment and order flows to create new order products and billable lines, then integrate both original and amended lines to the ERP.
Proper amendment flows preserve history and produce billable lines that reflect changes over time. Integrating both original and amended lines to ERP satisfies reporting and audit requirements while maintaining a clear quote-to-cash trail.
🎯 4–6 Week Study Plan for CPQ & Billing Consultant AP
Review the official AP exam guide and Trailhead modules for CPQ and Billing. Map the key objects (quotes, quote lines, subscriptions, orders, invoices, payments, revenue schedules) and how they relate to each other.
In a sandbox or dev org, configure bundles, pricing, approvals, and basic billing flows. Recreate 2–3 real-world scenarios (new sale, mid-term upgrade, renewal) and follow them through to invoices.
Focus on complex pricing, subscription changes, and integrations. Work through scenario-style questions, document your solution designs, and practice explaining them to a “finance” and “sales” audience.
💡 Exam & Real-World Success Tips
When evaluating answers, trace the flow from lead → opportunity → quote → order → invoice → payment → revenue. The correct options usually keep that chain consistent and auditable.
Solutions must meet the needs of finance, audit, and tax teams – not just sales speed. Answers that preserve history and support reporting are typically preferred.
Many “simple” configuration choices have integration implications with ERP or payment gateways. Call those out in your reasoning and choose designs that scale.
CPQ and Billing Consultant Accredited Professional – FAQ
Who is the CPQ & Billing Accredited Professional exam for?
This exam is ideal for consultants, solution architects, and senior admins who design and implement quote-to-cash processes using Salesforce CPQ and Salesforce Billing, often in collaboration with finance and operations teams.
Do I need Salesforce CPQ or Billing experience before taking this exam?
Yes. While there may be no formal prerequisite, you should have hands-on project experience configuring CPQ, working with quotes, contracts, orders, and basic billing flows. Real-world scenarios make the exam significantly easier.
How is this different from a standard Consultant certification?
Accredited Professional exams focus on specific product areas and implementation details, including patterns, gotchas, and best practices. The CPQ & Billing AP goes much deeper into pricing, subscriptions, invoicing, and integrations than a general Sales Cloud Consultant exam.
How much time do I need to prepare?
Many practitioners can prepare in 4–6 weeks if they already work on CPQ and Billing projects. If you’re newer to quote-to-cash, expect to spend more time building hands-on scenarios and reviewing financial concepts with your finance stakeholders.