Exam Name: Configure and Administer a Salesforce CPQ Solution
Certification Provider: Salesforce
Corresponding Certification: Salesforce CPQ Specialist
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Updated: Jul 27, 2026
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The CPQ-301 exam is an intermediate-level certification exam that covers a range of topics related to Salesforce CPQ solutions. CPQ-301 exam is designed to test the candidate's ability to configure and administer CPQ solutions in Salesforce, including pricing and product bundles, quote generation, and contract management. CPQ-301 exam also covers topics such as pricing strategies, discounting, and product configuration.
Salesforce CPQ-301 exam is designed to assess an individual's ability to configure and administer a Salesforce CPQ solution. CPQ stands for Configure, Price, and Quote, and it is a software solution that helps organizations streamline their sales processes by automating the creation of quotes and proposals. The CPQ-301 exam is a comprehensive test that evaluates a candidate's knowledge of Salesforce CPQ features, capabilities, and best practices.
Salesforce CPQ-301 is an important certification to possess as Salesforce CPQ deployments grow in adoption. It can benefit individuals in a range of industries such as sales, product management, account management, and finance, particularly those working in complex organizations dealing with multiple pricing models, product lines, and geographies. Professionals with this certification not only stand out as experts in the area but may also have an upward advantage over other applicants when seeking better job opportunities, employment, promotions or even to take on leadership roles.
Salesforce CPQ-301 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| 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 |
| Bundle Configurations | 17% | - Product options, features, and selection rules - Dynamic bundling and configuration logic - Configuration attributes and constraints - Create and manage product bundles and nested bundles |
| Approvals | 7% | - Integration with CPQ objects and workflows - Approval conditions and actions - Approval process setup and routing |
| Products | 8% | - Product setup, price books, and price book entries - Error conditions, product actions, and summary variables - Product rules: validation, alert, selection, and configuration rules |
| Quote Templates | 8% | - Template design and content management - Dynamic document generation and output formatting - Template merging and custom fields |
| CPQ Platform | 23% | - Data migration considerations - Package settings and configuration - Object model and data flow - Localization and multi-currency setup - Permissions, record types, and UI customization |
| Product Selection | 10% | - Selection rules and recommendation logic - Guided selling and product filtering |
| Renewals, Amendments, and Orders | 7% | - Renewal process and amendment handling - Subscription and contract management - Order generation and fulfillment integration |
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