About the CPQ and Billing Consultant Accredited Professional Exam

The CPQ and Billing Accredited Professional Exam is designed for individuals who implement Salesforce CPQ and Salesforce Billing solutions. This exam is for those who want to demonstrate their skills and knowledge to scope, design, build, and deploy Salesforce CPQ and Salesforce Billing solutions that meet customer business requirements and contribute to customer success.

Audience Description: CPQ and Billing Consultant Accredited Professional

The CPQ and Billing Consultant Accredited Professional Exam is intended for individuals who have broad knowledge of Salesforce CPQ and Salesforce Billing capabilities, and can troubleshoot and solve common implementation challenges. Individuals attempting the exam should generally have a minimum of 2-3 years of implementation experience.

The CPQ and Billing Consultant Accredited Professional can:

• Assess quote to cash business processes and the digital maturity of a client. (i.e., assess what is possible vs an aspiration)
• Challenge existing process and solutions while leveraging Salesforce CPQ and Salesforce Billing products as best practice
• Articulate the trade-offs involved in choosing one technical solution over another
• Align stakeholders on a solution and the business value it generates
• Model Salesforce CPQ and Salesforce Billing solutions with consideration to scale and performance factors
• Properly characterize use cases that translate the customer’s quote to cash vision
• Understand where the Salesforce CPQ and Salesforce Billing areas of risk are with the ability to develop mitigating actions
• Implement within the boundaries an implementation methodology and product management regimen
• Understand functional Accounting principles (that is, GAAP, Rev Rec, GL)
• Lead Salesforce CPQ and Salesforce Billing solution discovery and design sessions
• Formulate solutions within the capabilities of the CPQ & Billing managed package while understanding when to utilize platform extensibility (that is, WFR, Process Automation)
• Develop a Salesforce CPQ scope of work and project plan
• Implement the Salesforce CPQ and Salesforce Billing solutions through build, test, deployment and adoption
• Communicate risks appropriately
• Be able to identify when the use of plug-ins and APIs are needed with the ability to describe the requirements to a developer
• Understand security models and limitations supporting the CPQ and Billing process
• Understand how to set up document generation, tax and payment integrations in support of a Salesforce Billing implementation

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the CPQ and Billing Accredited Professional Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the CPQ and Billing Accredited Professional Exam.

• Content: 35 multiple-choice questions and up to five unscored questions
• Time allotted to complete the exam: 60 minutes
• Passing score: 74%
• Version: Exam questions align to the Summer ’24 release.
• Registration fee: US$150, JPY 20,000, plus applicable taxes as required per local law
• Retake fee: US$150, JPY 20,000, plus applicable taxes as required per local law
• Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
• References: No hard-copy or online materials may be referenced during the exam.
• Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

The CPQ and Billing Accredited Professional Exam measures a candidate’s knowledge and skills related to the following objectives.

Revenue Cloud Technical Design: 68%

• Recommend CPQ and Billing design solutions within proper capabilities of the managed packages.
• Analyze the implications of legacy data.
• Evaluate when the need for customization is appropriate.
• Assess areas of risk to a Revenue Cloud project.

Revenue Cloud Implementation Management: 29%

• Demonstrate the steps needed to lead Salesforce CPQ and Salesforce Billing scoping sessions.
• Demonstrate the steps needed to capture the solution design and prepare for a Revenue Cloud project.
• Understand the activities to manage the build, test, deployment and support phases of a project.

New Release Capabilities: 3%

• Understand impacts of new release capabilities to existing designs and the importance of implementing current and available capabilities.