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Exam Specification: CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators

Exam Name: CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators
Exam Code: CPQ-211
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center

Course Outline:

1. Advanced Product Configuration
- Configuring complex product rules and dependencies
- Implementing guided selling and product search filters
- Managing advanced product attributes and options

2. Pricing and Discounting Strategies
- Designing and implementing advanced pricing strategies
- Utilizing advanced discounting methods and capabilities
- Configuring pricing waterfall and discount schedules

3. Quote Templates and Document Generation
- Customizing quote templates with advanced formatting and branding
- Creating dynamic quote templates using advanced merge fields
- Implementing custom actions and buttons in quote templates

4. Contracting and Renewals Automation
- Streamlining contract management processes with automation
- Creating contract templates with advanced clauses and terms
- Automating contract renewals and amendments

5. Customization and Extension
- Implementing custom logic using Apex and Visualforce
- Creating custom fields, objects, and workflows in Salesforce CPQ
- Integrating Salesforce CPQ with other systems using APIs

6. Performance Optimization and Scalability
- Optimizing Salesforce CPQ for performance and scalability
- Managing large data volumes and system resources
- Implementing batch processing and asynchronous operations

7. Analytics and Reporting
- Designing and creating advanced reports and dashboards
- Analyzing sales and quoting data for insights and decision-making
- Utilizing Salesforce Einstein Analytics with Salesforce CPQ

Exam Objectives:

1. Configure advanced product configuration rules and dependencies.
2. Implement advanced pricing and discounting strategies.
3. Customize quote templates with advanced formatting and branding.
4. Automate contracting and renewals processes in Salesforce CPQ.
5. Extend Salesforce CPQ functionality through customization and integration.
6. Optimize performance and scalability of Salesforce CPQ.
7. Utilize advanced analytics and reporting features in Salesforce CPQ.

Exam Syllabus:

Section 1: Advanced Product Configuration (20%)
- Configuring complex product rules and dependencies
- Implementing guided selling and product search filters
- Managing advanced product attributes and options

Section 2: Pricing and Discounting Strategies (20%)
- Designing and implementing advanced pricing strategies
- Utilizing advanced discounting methods and capabilities
- Configuring pricing waterfall and discount schedules

Section 3: Quote Templates and Document Generation (15%)
- Customizing quote templates with advanced formatting and branding
- Creating dynamic quote templates using advanced merge fields
- Implementing custom actions and buttons in quote templates

Section 4: Contracting and Renewals Automation (15%)
- Streamlining contract management processes with automation
- Creating contract templates with advanced clauses and terms
- Automating contract renewals and amendments

Section 5: Customization and Extension (15%)
- Implementing custom logic using Apex and Visualforce
- Creating custom fields, objects, and workflows in Salesforce CPQ
- Integrating Salesforce CPQ with other systems using APIs

Section 6: Performance Optimization and Scalability (10%)
- Optimizing Salesforce CPQ for performance and scalability
- Managing large data volumes and system resources
- Implementing batch processing and asynchronous operations

Section 7: Analytics and Reporting (5%)
- Designing and creating advanced reports and dashboards
- Analyzing sales and quoting data for insights and decision-making
- Utilizing Salesforce Einstein Analytics with Salesforce CPQ

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PDF Questions and Answers	: 80
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The CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators test is designed for professionals who have experience in Salesforce CPQ administration. The test covers advanced syllabus in Salesforce CPQ administration, including the configuration of complex pricing and quoting scenarios, the integration of Salesforce CPQ with other Salesforce products and third-party systems, and the management of data and analytics in Salesforce CPQ. The certification is recognized globally and is an excellent way to demonstrate expertise in Salesforce CPQ administration.

The CPQ-211 test format consists of multiple-choice questions and is timed for 105 minutes. Candidates need to score at least 67% to pass the exam. The test fee is $200, and it can be taken at a testing center or online.

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The test covers a range of advanced topics, including the configuration of advanced pricing rules, the setup of product and pricing bundles, the creation of complex quote templates, and the customization of approval workflows. Candidates should understand how to configure these features to meet complex business requirements.

In addition, the test covers the integration of Salesforce CPQ with other Salesforce products, such as Salesforce Sales Cloud and Salesforce Service Cloud, as well as with third-party systems, such as ERP and billing systems. Candidates should understand how to set up and configure these integrations to meet complex business requirements.

Furthermore, the test covers the management of data and analytics in Salesforce CPQ, including the use of reports and dashboards to analyze data and identify trends. Candidates should understand how to set up and configure reports and dashboards to provide actionable insights to stakeholders.

Additionally, the test covers the administration of Salesforce CPQ at scale, including the management of multiple users, profiles, and permission sets. Candidates should understand how to manage these settings to ensure proper access to Salesforce CPQ features across an organization.

Moreover, the test covers the troubleshooting and maintenance of Salesforce CPQ, including the identification and resolution of complex issues, such as pricing errors and data inconsistencies. Candidates should understand how to perform advanced troubleshooting and maintenance tasks, such as debugging and performance tuning, to ensure the proper functioning of Salesforce CPQ.

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CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators test is an advanced test that covers a range of advanced syllabus related to Salesforce CPQ administration. Candidates should understand how to configure advanced pricing and quoting scenarios, integrate Salesforce CPQ with other Salesforce products and third-party systems, manage data and analytics in Salesforce CPQ, administer Salesforce CPQ at scale, and troubleshoot and maintain Salesforce CPQ. Achieving the CPQ-211 certification can help professionals stand out in the job market and advance their career in Salesforce CPQ administration.

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