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CPQ Specialist Retires February 1, 2027: Transition Guide

CPQ Specialist

Salesforce

60Questions
105 minDuration
65%Passing Score
$200Price
6Languages
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Scheduled retirement

CPQ Specialist retires on February 1, 2027

Salesforce retires the CPQ Administrator (formerly CPQ Specialist) certification on February 1, 2027 (exam guide: 'Effective February 1, 2027, this certification will be retired.'; last registration July 24, 2026, last exam August 31, 2026). Path forward per the 2027 Certification Retirements FAQ: 'To continue your certification journey, take the Salesforce Certified Revenue Management Consultant exam.'

No direct replacement is named in the reviewed official sources.

Exam Domains

1.0 CPQ Platform 23%
  • 1.1Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
  • 1.2Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
  • 1.3Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
  • 1.4Given a business process, demonstrate knowledge of CPQ data flow (for example, twin fields) across CPQ objects.
  • 1.5Demonstrate knowledge about the CPQ object data model as it relates to data migration.
  • 1.6Set up CPQ for localization and multi-currency for international customers and users.
  • 1.7Given a scenario, determine the necessary CPQ package-level settings.
  • 1.8Determine how the CPQ managed package fits within a Salesforce org.
2.0 Bundle Configurations 17%
  • 2.1Given a scenario, set up a bundle structure to meet business requirements.
  • 2.2Given a scenario, set up Product Rules to meet business requirements.
3.0 Pricing 16%
  • 3.1Given a scenario, identify the appropriate pricing strategy (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).
  • 3.2Given a scenario, determine expected pricing outcomes.
4.0 Quote Templates 7%
  • 4.1Given a scenario, set up a Quote Template to meet business requirements.
5.0 Product Selection 7%
  • 5.1Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
6.0 Orders, Contracts, Amendments, and Renewals 15%
  • 6.1Demonstrate understanding of the data required to generate Orders and Contracts.
  • 6.2Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
  • 6.3Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.
7.0 Products 11%
  • 7.1Demonstrate how to set up Products, Price Books, and Price Book Entries.
  • 7.2Demonstrate how product catalog setup impacts overall CPQ data flow.
8.0 Approvals 4%
  • 8.1Select and set up native or Advanced Approvals to meet business requirements.

Exam Details

Question TypesMultiple Choice, Multiple Select
FormatLinear
Online ProctoringAvailable
ID RequirementsOne valid, government-issued photo ID. Name must match Webassessor registration exactly.
RenewalRequired -- Salesforce releases three major updates per year. For each release, certified professionals must complete a free maintenance module on Trailhead to retain their certification. No cost for maintenance.
Retake PolicyRetake available after scheduling (no mandatory waiting period for first retake). Retake fee ~$100 for most exams.
LanguagesEnglish, Japanese, Brazilian Portuguese, Spanish, French, German

Official Study Resources

online courseSalesforce Trailhead (free)
practice examSalesforce Exam Guide & Sample Questions (free)
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