If you have made the leap and successfully achieved gaining the CPQ Specialist exam certification, congrats! Now on to the next hard thing about CPQ, passing their maintenance exams. Unlike the Admin exam which can be passed with just the release notes, passing the CPQ maintenance exams requires a little bit more practice and finesse. … Continue reading Tips to Pass CPQ Maintanence Exams
UPDATED Aug 2018: Winter and Spring ‘18 CPQ releases. I have added 3 questions that represent the incremental changes that Salesforce has done to CPQ. The next update will come after the Winter ‘19 release has a maintenance exam.
Typically the release cycle for CPQ does not contain many items, however, the items it does include can be pretty useful. Winter 18 release focused on three aspects: Global Attributes, Percent of Total Products, and Order Product field updates. Global Attributes Global Attributes is a new record type that expands the already existing functionality of … Continue reading CPQ Winter ’18 Release Notes in Depth
Recently on a project, we were looking into how to maintain the old pricing for existing quotes and use new pricing for future quotes. Up until this point, the client had been overriding their existing pricebooks. To support two prices, we decided to create new pricebooks in addition to the existing ones. In order to proceed with … Continue reading How To: CPQ Multiple Price Lists
Last week I attended Salesforce's CPQ (previously known as Steelbrick) Roadmap Webinar. During the presentation, the speakers, Dan Milbrath, talked about what users of CPQ can hope to see down the line.
One of the most challenging issues with Salesforce's CPQ structure is that the majority of the setup is actually data instead of metadata. This results in not being able to use change sets to move the information across instances. Also, it can produce testing problems as it is hard to replicate all of the data … Continue reading CPQ Data Migration
This weekend I passed the CPQ Specialist Exam after a lot of hard work and a bit too much googling. I want to share my experience with the exam and my tips for passing hopefully on the first try!