Salesforce CPQ certified specialists are in high demand but short in supply. That said, obtaining your Salesforce CPQ certification often requires a decent amount of training and educational material. But don’t worry, you’re not alone— we at ITequality can lend a hand. Our team of Salesforce experts have a ton of experience and training in CPQ.
Here are some tips and tricks we’ve picked up along the way to help you obtain your Salesforce CPQ certification:
Research Relevant Salesforce Trailhead Paths
Trailhead is a fun and interactive way to navigate the world of Salesforce. Before signing up for your Salesforce CPQ Certification exam, you’ll want to research the best Salesforce CPQ Trailhead trails to help you grasp the fundamentals of Salesforce.
To help you get started, here are some of the trails and training courses we’d recommend:
- Salesforce CPQ Admin Essentials for New Administrators (CPQ201 and CPQ211)
- Salesforce CPQ Basics
- Pricing Methods for Salesforce CPQ
The TrailheadGo app makes things even easier by allowing you to train on the go from your iPhone or iPad. Learning with Trailhead will help you master the basics so that you feel confident tackling the rest of the topics covered by the certification exam.
Review The Topics In the Exam
It’s time to start looking over the material included in the exam. Don’t be overwhelmed, we’ll help you break this down. According to the Salesforce Certification guide, the certification assessment will require you to understand how to:
- Build solutions to support business process: this is essential— inefficient business processes can lead to unhappy customers and stressed out team
- Troubleshoot and solve basic platform issues: make sure you can calmly navigate some of the platform issues that might frequently occur
- Generate renewal and amendment quotes: understand the in’s and out’s of customizing your renewals and amendments
- Configure user permissions, record types, and page layouts: be aware of the steps involved to change these settings
While you are reviewing the course material, you may find yourself getting hung up on various CPQ queries that a simple Google search can’t fix. In that instance, you may want to consult some of the experts on YouTube to help walk you through potential hangups!
Watch Educational Videos
Between Salesforce and their consulting partners, there is a wealth of educational videos out there to help you understand the basics of Salesforce. In fact, Salesforce Architect and CEO of ITequality, Ashley Allen, produces exactly that! The introductory Youtube videos come readily available to help any aspiring Salesforce specialist. The channel explains concepts like:
- Configure bundles and product rules
- Discount schedules, block price, list price
- CPQ quote, contract, amendment & renewals
If you’re still finding it difficult to get a good grip on these often complex subjects, don’t hesitate to ask for an extra hand from an expert in the field.
Talk To Industry Experts
As we mentioned above, the world of Salesforce includes an extremely diverse network of resources. Included in that network is Salesforce certified consulting partners such as ITequality.
Here at ITequality, we train our staff from the ground up so that they understand exactly what it’s like to self-teach the complexities of Salesforce CPQ. Because of this, they are well-equipped to answer any questions you may have around your Salesforce CPQ Certification. We also take pride in our ability to train our clients to help and teach themselves so that you won’t have to work with an external team in the future, unless you choose to.
ITequality is Your Salesforce Partner
Simply getting your Salesforce CPQ certification doesn’t mean you’ll have all the tools you need to be successful in troubleshooting or implementing Salesforce CPQ. You might need some outside help after the fact as well.
Whether you’re in the midst of training or are already a Salesforce CPQ certified specialist with years of experience, ITequality’s diverse team of experts are always there to lend an extra hand. We are committed to helping our customers build their confidence in the world of Salesforce and pride ourselves on our ability to educate regardless of the level of experience somebody brings to the table. In fact, we actively provide opportunities for high-paying, entry level jobs to train LGB, TGNC and other diverse individuals who have little to no experience in the tech industry.
