CPQ Administrator Study Guide

Every topic objective in the CPQ Specialist exam explained thoroughly. The most efficient way to study the key concepts in the exam.

Last Updated: May 2026

Who is it for?

The overview

This is the starting point for your study, covering all of the exam guide objectives.

The Salesforce CPQ Administrator Study Guide incorporates all 20 Objectives within all Sections of the official Salesforce CPQ Administrator Certification Exam Guide.

What's included?

  • Covers all 8 Sections of the official Salesforce Certification Exam Guide
  • Explains in detail all objectives within each section (a total of 20 objectives)
  • Topic summaries that you can use to learn the topics efficiently
  • Topic videos for selected topics by Guest Instructors explaining topics in detail
  • Explanations in plain English, with screenshots and diagrams rather than endless, unremarkable text
  • Easy to read bullet points
  • Dynamic Code Exercises (for a realistic, hands-on coding experience)
  • Easy to read bullet points
  • Includes links to lots of extra resources for further reading
  • Scenarios and requirements with sample answers to test your ability to determine solutions
  • Unlimited Access and Updates for 12 months

Everything you need to prepare for Salesforce CPQ Administrator Specialist Certification

In order to pass the Salesforce CPQ Administrator certification, you’ll find that knowledge and experience of the Salesforce platform aren’t enough. You also need to get to grips with the exam itself.

That’s why we created the CPQ Administrator Study Guide.

Our study guide will help you understand confusing or difficult concepts from the official Salesforce CPQ Administrator Certification Exam Guide and brush up on your skills – all in a format that’s easy to digest and has been proven to work with thousands of happy customers.

The CPQ Administrator Study Guide will help you focus on the key points you need to know to pass the exam.

The Salesforce help pages and videos are great when you want to know all the details, but the CPQ Administrator Study Guide provides a summary of all topics in study guide format.

Each lesson in our study guide contains individual Topic pages that are assigned to each objective.

Why this guide is important?

Our study guide summarises the key certification objectives in plain English, using examples, diagrams, charts and topic reviews to make sure you’ve cemented your understanding.

The CPQ Administrator Certification Study Guide includes screenshotssummary points and diagrams to illustrate key concepts, as well as visually explain and demonstrate Salesforce functionality.

Course content

8 sections

CPQ Platform 9 topics

  • Design, configure, and troubleshoot Price Rules using lookup objects and formula fields to meet business requirements.
  • Apply understanding of quote calculation sequence and Quote Line pricing fields to meet pricing and business requirements.
  • Utilize out-of-the-box and custom permissions, record types, field sets, and page layouts to ensure users can fulfill their job requirements.
  • Given a business process, demonstrate knowledge of CPQ data flow (for example, twin fields) across CPQ objects.
  • Demonstrate knowledge about the CPQ object data model as it relates to data migration.
  • Set up CPQ for localization and multi-currency for international customers and users.
  • Given a scenario, determine the necessary CPQ package-level settings.
  • Determine how the CPQ managed package fits within a Salesforce org.
  • Knowledge Check

Bundle Configurations 3 topics

  • Given a scenario, set up a bundle structure to meet business requirements.
  • Given a scenario, set up Product Rules to meet business requirements.
  • Knowledge Check

Pricing 3 topics

  • Given a scenario, identify the appropriate pricing strategy (Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total).
  • Given a scenario, determine expected pricing outcomes.
  • Knowledge Check

Quote Templates 2 topics

  • Given a scenario, set up a Quote Template to meet business requirements.
  • Knowledge Check

Product Selection 2 topics

  • Given a scenario, use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
  • Knowledge Check

Orders, Contracts, Amendments, and Renewals 4 topics

  • Demonstrate understanding of the data required to generate Orders and Contracts.
  • Demonstrate understanding of how to generate renewal and amendment Quotes to meet business requirements.
  • Given a scenario, recommend when to use Orders, Contracts, Subscriptions, and Assets to meet business requirements.
  • Knowledge Check

Products 3 topics

  • Demonstrate how to set up Products, Price Books, and Price Book Entries.
  • Demonstrate how product catalog setup impacts overall CPQ data flow.
  • Knowledge Check

Approvals 2 topics

  • Select and set up native or Advanced Approvals to meet business requirements.
  • Knowledge Check

What our students say

Gain essential and valuable skills from a recognized leader in Salesforce to future-proof your career and stand out to leading employers.

"I was looking specifically for some kind of a study guide as I was wasting a lot of time reviewing the material and trying to capture the details. So glad to have found your site. "

Eva Moore

Netherlands

"I passed my exam yesterday and basically only used your material so thank you for putting a top notch study guide together."

Jordan

Belgium

"Passed the exam on first try ! Thank you very much for providing a comprehensive resource!"

Fevzi Taskin

Australia

Why choose us?

Gain essential and valuable skills from a recognized leader in Salesforce to future-proof your career and stand out to leading employers.

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Frequently asked questions

Everything you need to know before buying our study guide

What release are the study guides based on?

The study guides are updated shortly after each release. You will get any release updates for free during the 1 year of access after purchase.

Is there a limit for access to the study guides?

You will have unlimited access to this study guide for 12 months from your date of purchase. Plus, any updates or release changes made to the material during your year of access are included.

What is included in a K2 University Study Guide?

Study guides cover all sections of the official Salesforce Certification Exam Guide, explaining all objectives in detail with topic summaries, explanations in plain English, screenshots, diagrams, easy-to-read bullet points, links to extra resources for further reading, and scenarios with sample answers.

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