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| Topic | Details |
|---|
| Topic 1 | - Quote Templates: This section of the exam measures skills of Salesforce Consultants and covers setting up Quote Templates that align with business requirements. It involves configuring layouts and components to generate professional quotes.
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| Topic 2 | - Product Selection: This section of the exam measures skills of Salesforce Administrators and covers enabling product selection through tools like Search Filters, field sets, and Custom Actions. It ensures that users can easily find and configure products to match business needs.
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| Topic 3 | - Pricing: This section of the exam measures skills of Salesforce Administrators and covers choosing and applying the right pricing strategies such as Discount Schedules, Block Prices, Contracted Prices, subscription models, and percent-of-total. It also includes determining the expected outcomes of different pricing methods.
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| Topic 4 | - Orders, Contracts, Amendments, and Renewals: This section of the exam measures skills of Salesforce Consultants and covers understanding the data required for generating Orders and Contracts. It also involves creating renewal and amendment quotes, and deciding when to use Orders, Contracts, Subscriptions, and Assets to satisfy customer and business processes.
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| Topic 5 | - Approvals: This section of the exam measures skills of Salesforce Consultants and covers selecting and setting up native or Advanced Approvals. It ensures that approval processes meet business needs and align with quoting workflows.
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Salesforce Certified CPQ Administrator Sample Questions (Q193-Q198):
NEW QUESTION # 193
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers
- A. Set the Order By field on the Quote to Product Family.
- B. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
- C. Enable Allow Multiple Orders from a checkbox on the Quote.
- D. Set the Order By field on the Quote Line to Product Family.
Answer: A,B
Explanation:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:
* Enable the Allow Multiple Orders Setting
* Navigate to Setup > Installed Packages and locate Salesforce CPQ.
* Click Configure, then go to the Orders tab in the CPQ package settings.
* Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.
* This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family.
* Set the Order By Field to Product Family
* From the object management settings for Quotes, edit the Order By field.
* Add "Product Family" as a picklist value if it is not already available.
* On the Quote, select Product Family in the Order By field.
* Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family.
* Process for Creating Orders
* On the quote, select the Ordered checkbox.
* Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value.
* Notes and Considerations
* If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.
* This functionality is available in Salesforce CPQ editions starting from Summer '16.
By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.
NEW QUESTION # 194
Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10.
Each region has some Products which are region-specific and unavailable to users from other regions.
Managers can add Products to a sales rep's Quotes that are inaccessible to other sales reps.
Which two steps should the Admin take to meet the business requirement? Choose 2 answers
- A. Use Product rules to hide Products from some sales reps.
- B. Add a Search Filter to the add Products Custom Action to filter Products based on the current user.
- C. Create a single Price Book with all Products. Share the Price Book with all users.
- D. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.
Answer: A,D
Explanation:
Requirement Overview:
* Universal Containers wants to restrict sales reps to accessing only region-specific Products while allowing managers to access all Products.
Solution:
* C. Price Books per Region: Create a separate Price Book for each region, associating only the relevant Products. Share each Price Book with the respective sales reps.
* D. Product Rules: Use Product Rules to hide Products from sales reps outside their assigned regions.
Steps to Configure:
* Price Book Setup:
* Navigate to Price Books.
* Create a Price Book for each region and associate the specific Products.
* Use Sharing Rules to share the Price Books with the appropriate sales reps.
* Product Rule Setup:
* Create a Product Rule with a Condition to hide Products based on the user's region.
Validation:
* Test by logging in as a sales rep and verifying that they can only see Products for their assigned region.
NEW QUESTION # 195
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?
- A. Clone the original Quote and update Quote Type to Renewal.
- B. Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.
- C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
- D. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote relatedlist.
Answer: B,C
Explanation:
Requirement Overview:
* Ensure the Renewal Quote is accurate and includes all renewable products from the original Contract.
Solution:
* C. Renewal Quoted Checkbox:
* Select the Renewal Quoted checkbox on the Contract to generate Renewal Quotes automatically.
* D. Renew Contracts Button:
* Use the Renew Contracts button from the Account's Contract Related List to create Renewal Quotes directly.
Steps to Configure:
* Ensure the Contract is active and associated with the correct Account.
* Use either the Renewal Quoted checkbox or the Renew Contracts button to generate Renewal Quotes.
NEW QUESTION # 196
An admin is setting up multiple Option Constraints. When configuration the bundle. a user should be unable to select Product B unless the user has also selected Product A.

What are two steps the Admin must take to set up the Option Constraint?
Choose 2 answers
- A. Option Constrain Group should be populated.
- B. The Active checkbox should be set to True.
- C. type should be dependency.
- D. Check Prior purchases should be set to False.
Answer: B,C
Explanation:
Requirement Overview:
* Prevent the user from selecting Product B unless Product A is also selected in the bundle.
Key Configurations:
* Type = Dependency: Ensures that one Product is dependent on the selection of another.
* Active = True: Activates the Option Constraint for use in the configurator.
Steps to Configure:
* Navigate to the Option Constraint record.
* Set the Type to Dependency.
* Mark the Active checkbox as True.
* Define Constrained Option (Product B) and Constraining Option (Product A).
Validation:
* Add the bundle to a Quote and confirm that selecting Product B is only possible when Product A is also selected.
NEW QUESTION # 197
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription.
The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change. How can the sales ops team ensure the renewal Quote reflects the increased quantity?
- A. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.
- B. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
- C. Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December 1 of this year.
- D. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
Answer: B
Explanation:
Scenario:
The customer wants to increase the subscription quantity for the last month of the contract. The renewal Opportunity must reflect this change.
Solution:
Generate an Order from the amendment Opportunity to capture the changes.
Contract the amendment Order to update the Contract.
Refresh the renewal Quote to synchronize the increased quantity.
NEW QUESTION # 198
......
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