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Last Updated: November 2025 | Exam Version: Winter '26
This exam guide reflects the latest Salesforce Winter '26 release (November 2025). Key updates include enhanced Quote Deep Clone functionality, Transaction Line Editor improvements, Advanced Approval Process features, and Quote to Order workflow refinements.
Duplicate quotes with all line items and configurations intact, saving setup time
Edit quote lines directly from transaction view without returning to quote detail
Improved approval workflow refinements and quote-to-order process automation
Master CPQ solutions including quote management, pricing configuration, discounting strategies, and transaction automation
DURATION
120 minutes
QUESTIONS
60 questions
PASSING SCORE
67%
EXAM FEE
$200 USD
RETAKE FEE
$100 USD
PREREQUISITES
Admin Cert recommended
📋 Note: As of July 21, 2025, all Salesforce exams are delivered through Pearson VUE (Trailhead Academy). The exam can be taken at a testing center or online with remote proctoring.
Create and configure quotes, manage quote templates, implement quote rules, and master quote lifecycle management.
Quote Deep Clone - Duplicate entire quotes with configurations, saving time on setup and workflow refinements.
Design pricing models, implement discount rules, configure dynamic pricing, and manage advanced pricing scenarios.
Advanced Pricing Logic - Enhanced pricing rule engine with improved conditional logic and real-time calculation capabilities.
Manage quote line items, configure bundling options, implement group selections, and optimize transaction handling.
Transaction Line Editor - Edit quote lines directly from transaction view without returning to quote detail, improving efficiency.
Implement quote-to-order processes, manage order automation, and optimize quote-to-contract workflows.
Advanced Approval Enhancements - Improved approval process workflows for quote-to-order transitions and multi-step approvals.
Design data models, implement validations, configure advanced CPQ features, and ensure data integrity.
Enhanced Data Handling - Improved collection operators and data validation capabilities for complex scenarios.
These questions reflect the style and difficulty level of the actual CPQ Specialist exam.
A sales manager needs to create a new quote that matches an existing quote configuration. Which Winter '26 feature enables this?
A) Create Quote Template
B) Quote Deep Clone
C) Duplicate Quote via Export
D) Manual Replication
✓ Correct Answer: B) Quote Deep Clone
Explanation: Quote Deep Clone in Winter '26 allows sales managers to duplicate entire quotes with all line items and configurations intact, automatically preserving setup time compared to manual replication methods.
What is the purpose of a CPQ Pricing Rule in Salesforce?
A) To store customer contact information
B) To automatically calculate and apply prices based on conditions
C) To track sales representative performance
D) To manage user permissions
✓ Correct Answer: B) To automatically calculate and apply prices based on conditions
Explanation: Pricing Rules in CPQ are used to dynamically calculate product prices based on specific conditions such as quantity, geography, customer segment, or other custom criteria, enabling flexible and scalable pricing strategies.
When configuring a bundle in CPQ, what must be included?
A) Only parent products
B) Parent product and bundle members
C) Only discounted items
D) Marketing materials
✓ Correct Answer: B) Parent product and bundle members
Explanation: A CPQ bundle consists of a parent product and bundle members. The parent product is the container, while bundle members are the individual products included in the bundle. This structure allows for grouping related products.
What happens during the Quote-to-Order (Q2O) conversion process?
A) The quote is archived automatically
B) Quote details are converted into an order with associated order line items
C) The customer receives an email notification only
D) The quote is deleted from the system
✓ Correct Answer: B) Quote details are converted into an order with associated order line items
Explanation: Q2O conversion transforms the quote into an order record with corresponding order line items, enabling fulfillment and revenue recognition workflows while maintaining the original quote reference.
Which Winter '26 feature improves efficiency when editing quote lines in CPQ transactions?
A) Quote Page Layout
B) Transaction Line Editor
C) Advanced Approvals
D) Pricing Rule Engine
✓ Correct Answer: B) Transaction Line Editor
Explanation: The Transaction Line Editor in Winter '26 enables users to edit quote lines directly from the transaction view without returning to the quote detail page, significantly improving workflow efficiency and reducing navigation steps.
⚠️ Exam Tip: The actual exam has 60 multiple-choice questions. Focus on understanding pricing strategies, quote management workflows, and Q2O processes. Winter '26 features like Quote Deep Clone, Transaction Line Editor, and Advanced Approvals may appear in 15-20% of questions.
Master CPQ fundamentals, data models, and configuration basics
Deep dive into pricing rules, discounting strategies, and quote management
Focus on Q2O workflows, bundling, and advanced configurations
Practice exams, review weak areas, and master Winter '26 features
120 minutes for 60 questions. Allocate 2 minutes per question. Don't dwell on difficult ones; flag and return later.
Quote-to-Order workflows and pricing rules represent the highest weight on the exam. Master these thoroughly.
Pay attention to details in questions. Look for keywords like 'NOT', 'ALWAYS', or 'MUST' that change meaning significantly.
Be familiar with all Winter '26 features: Quote Deep Clone, Transaction Line Editor, and Advanced Approvals.
Good luck with your CPQ Specialist certification exam!
Remember: Consistent practice and understanding core concepts are key to success.