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| Topic | Details |
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| Topic 1 | - 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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| Topic 2 | - 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 3 | - CPQ Platform: This section of the exam measures skills of Salesforce Administrators and covers designing, configuring, and troubleshooting Price Rules using lookup objects and formulas. It involves applying knowledge of the quote calculation sequence, permissions, record types, field sets, and page layouts. It also tests understanding of CPQ data flow across objects, localization and multi-currency setup, package-level settings, and how the CPQ managed package integrates within a Salesforce org.
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| Topic 4 | - 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 5 | - Products: This section of the exam measures skills of Salesforce Administrators and covers setting up Products, Price Books, and Price Book Entries. It evaluates understanding of how the product catalog impacts CPQ data flow and the overall quoting process.
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| Topic 6 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q46-Q51):
NEW QUESTION # 46
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval. Which two actions could the admin take to meet the business requirement? Choose 2 answers
- A. Create a Flow to trigger recalculation upon record save.
- B. Change the value of a field in the Calculating Fields Field Set.
- C. Add the Calculate button to the quote layout.
- D. Create a new Lightning button to trigger recalculation.
Answer: B,C
Explanation:
Requirement:
Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.
Solution:
Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.
Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.
NEW QUESTION # 47
An admin has created a bundle with four Product Options for Products A, B, C, and D.
When configuring the bundle, the user should not be allowed to select both Product C and Product D at the time.
How should the admin set up Bundle A to accomplish this?
- A. Create an Option Constraint and set Type = Dependency
- B. Create a Product Feature and set both Min Options and Max Options to 4.
- C. Create a Product Feature and set both Min Options and Max Options to 1.
- D. Create an Option Constraint and set Type = Exclusion.
Answer: D
Explanation:
Requirement:
* Prevent users from selecting both Product C and Product D in a bundle configuration.
Solution:
* Using an Option Constraint with Type = Exclusion ensures that selecting one product automatically excludes the other.
Why Other Options Are Incorrect:
* A: Dependency constraints ensure one product depends on another, which is the opposite of the requirement.
* B & D: Setting Min Options and Max Options in a Product Feature does not enforce mutual exclusivity.
Salesforce CPQ Reference:
* Option Constraints and their configuration are detailed in CPQ Bundling Guidelines .
NEW QUESTION # 48
Universal Containers offers a bundle with two Products, Product A should always be added. Product B should be included initially, but can be removed by the user.
What two Option configurations that must be utilized for Product B to meet the requirement?
- A. Set Quantity Editable to TRUE.
- B. Set Required to FALSE.
- C. Set Bundle to FALSE.
- D. Set Selected to TRUE.
Answer: B,D
Explanation:
Requirement Overview:
* Product A must always be included in the bundle.
* Product B should be included by default but can be removed by the user.
Key Configurations:
* Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user.
* Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.
Steps to Configure:
* Navigate to the Product Option record for Product B.
* Set Required to FALSE.
* Set Selected to TRUE.
* Save and test the behavior by adding the bundle to a Quote.
Validation:
* Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.
* This setup ensures flexibility for Product B while ensuring Product A remains mandatory.
NEW QUESTION # 49
Cloud Kicks (CK) has recently phased out Product Option X and is ne longer actively selling it ta new customers. New customers can sign up for the current Product Option Y Instead.
Management has decided that CK will also migrate existing contracts to this new product versicn at renewal. Which steps should the admin take to achieve this?
- A. Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,
- B. Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecastcheckbox to TRUE an the Contract record.
- C. Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.
- D. On the Subscription record, change the Product Lookup to refer to the new version of the Product.
Answer: B
Explanation:
Requirement:
Migrate existing contracts to a new Product version upon renewal.
Solution:
Update the Renewal Product field to specify the new version of the Product. Enable the Renewal Forecast checkbox on the Contract to ensure renewal Quotes reference the new Product version.
NEW QUESTION # 50
Universal Containers (UC).utilizes bundles to sell hardware and related accessories together as a package. Several of the accessories are component-type Options, with quantities dependent on the hardware. UC wants to begin using split Orders to manage a fulfillment process, with Orders broken out based on when items are shipped to the customer. Whet should UC consider before implementing split Orders?
- A. The hardware bundle and component-type Options must be placed in the same Order together.
- B. The hardware bundle and component-type Options can be split using the Order By field.
- C. The hardware bundle and component-type Options can be spilt manually.
- D. The hardware bundle and component-type Options can be spilt Into separate Orders without preserving the bundle structure.
Answer: D
Explanation:
Requirement Overview:
Universal Containers wants to use split Orders to manage fulfillment by separating items based on their shipping schedules.
Key Considerations:
Component-type Options: When splitting Orders, component-type Options are treated independently and can be split into different Orders.
Bundle Structure: Splitting Orders does not maintain the bundle structure, meaning the parent- child relationships of the bundle are not preserved in the split Orders.
Steps to Configure:
Ensure that the Order by Quote Line Group field or a custom grouping field is used to facilitate splitting the Orders based on shipment schedules.
Validation:
Test the split Order functionality by creating a Quote with a hardware bundle and ensuring that the bundle and components can be split appropriately.
NEW QUESTION # 51
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