Exam Name: Configure and Administer a Salesforce CPQ Solution
Certification Provider: Salesforce
Corresponding Certification: Salesforce CPQ Specialist
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Check Updated on: Sep 07, 2026
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To prepare for CPQ-301 exam, candidates must have a deep understanding of the Salesforce platform and its various tools, specifically the basic configuration and administration skills. They should also have experience in creating quotes, managing orders, and configuring pricing structures for customers. Additionally, candidates should be familiar with Salesforce automation tools such as workflows and process builders.
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Salesforce CPQ-301 (Configure and Administer a Salesforce CPQ Solution) Certification Exam is a challenging yet rewarding opportunity for professionals who want to enhance their skills and knowledge in Salesforce CPQ. It is a globally recognized certification that provides a comprehensive understanding of Salesforce CPQ and its integration with other Salesforce products. Passing CPQ-301 exam will enable professionals to implement and manage complex CPQ solutions, making them valuable assets to any organization.
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To prepare for the Salesforce CPQ-301 exam, individuals can take advantage of various resources, including study guides, online courses, and practice exams. It is important to note that the exam is designed to test an individual's knowledge and skills, so it is essential to have hands-on experience with Salesforce CPQ.
Salesforce CPQ-301 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Renewals, Amendments, and Orders | 7% | - Order generation and fulfillment integration - Renewal process and amendment handling - Subscription and contract management |
| Topic 2: Pricing | 20% | - Discounts, markups, and system pricing logic - Price rules, lookup queries, and formulas - Cascading pricing and quote line pricing fields - Pricing methods and calculation sequence |
| Topic 3: Bundle Configurations | 17% | - Dynamic bundling and configuration logic - Configuration attributes and constraints - Create and manage product bundles and nested bundles - Product options, features, and selection rules |
| Topic 4: Quote Templates | 8% | - Template design and content management - Dynamic document generation and output formatting - Template merging and custom fields |
| Topic 5: Products | 8% | - Error conditions, product actions, and summary variables - Product rules: validation, alert, selection, and configuration rules - Product setup, price books, and price book entries |
| Topic 6: Product Selection | 10% | - Selection rules and recommendation logic - Guided selling and product filtering |
| Topic 7: Approvals | 7% | - Approval process setup and routing - Integration with CPQ objects and workflows - Approval conditions and actions |
| Topic 8: CPQ Platform | 23% | - Package settings and configuration - Data migration considerations - Permissions, record types, and UI customization - Localization and multi-currency setup - Object model and data flow |
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