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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: CPQ Platform Overview | 5% | - Navigate CPQ user interface - Identify key CPQ terminology and concepts - Understand the CPQ platform architecture |
| Topic 2: Quote to Cash Process | 15% | - Understand order and contract integration - Configure quote templates and outputs - Manage approval workflows |
| Topic 3: CPQ Administration | 15% | - Configure record types and page layouts - Set up guided selling and recommendation rules - Manage user access and permissions |
| Topic 4: Price Rules and Block Pricing | 15% | - Create and manage price rules - Implement lookup queries and price actions - Configure block pricing and tiered pricing |
| Topic 5: CPQ Integration and APIs | 5% | - Integrate with Salesforce Sales Cloud - Work with third-party integrations - Understand CPQ API capabilities |
| Topic 6: Renewal and Amendment Management | 10% | - Process renewals and amendments - Configure auto-renewal rules - Manage subscription changes |
| Topic 7: CPQ Data Management | 10% | - Import and export CPQ data - Manage product data migration - Understand data model and relationships |
| Topic 8: Product Management | 10% | - Manage product features and options - Configure products and product bundles - Set up product hierarchy and scheduling |
| Topic 9: Advanced CPQ Configuration | 10% | - Configure advanced product rules - Set up custom actions and scripts - Implement calculator configuration |
| Topic 10: CPQ Best Practices and Troubleshooting | 5% | - Monitor and maintain CPQ performance - Troubleshoot common CPQ issues - Apply CPQ implementation best practices |
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NEW QUESTION # 31
An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of "starts with". If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?
Answer: D
Explanation:
In Salesforce CPQ, when search filters are configured with predefined values and visible to sales reps, their interaction with the filter is determined by the filter's configuration and available operators. The behavior described here is tied to Search Filters in the Product Selection screen, which allow users to refine the list of displayed products based on specific criteria.
Search Filter Configuration:
Predefined Filter Value: Here, the filter is set with a value ("Green"). Operator: The operator
"starts with" limits the search to product codes beginning with the text "Green." Sales Rep Interaction with the Filter:
The visibility of the search filter enables sales reps to view and interact with the criteria during product selection.
Specifically, sales reps have the ability to delete the predefined text to ignore the filter and retrieve a broader or unrestricted product list.
Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in the Salesforce CPQ package settings and user behaviors), if filters are not marked as "required," users can remove or modify the filter values dynamically. This is designed to offer flexibility during quoting while maintaining filter defaults for ease of use.
The interaction described above aligns with Salesforce CPQ's behavior regarding visible search filters, emphasizing that sales reps can clear the filter text unless restricted by additional customization.
NEW QUESTION # 32
Universal Containers wants to give reps the ability to apply a manual, non-standard discount on a single Quote Line, but wants that discount capped at a maximum of 25% regardless of rep input.
What should the admin configure?
Answer: D
Explanation:
Requirement: allow manual discounting but enforce an upper limit. Solution: a Price Rule with a condition checking whether the entered discount exceeds 25% can either cap the value automatically (via a Price Action) or trigger a validation error, preventing reps from exceeding the approved discount ceiling.
NEW QUESTION # 33
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?
Answer: D
Explanation:
Dynamic Features:
* A Dynamic Feature allows administrators to automatically update or populate Product Options for a bundle based on defined rules and conditions.
Filter Product Rules:
* Applying a Filter Product Rule ensures that only relevant or newly available products appear as options for the bundle. This reduces manual maintenance while keeping the bundle dynamic.
Salesforce CPQ Reference:
* Dynamic Features and Filter Product Rules are part of advanced bundling techniques documented under Product Configuration .
NEW QUESTION # 34
Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager.
How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?
Answer: A
Explanation:
Requirement Overview:
* Assign generated Approval requests to the user's direct manager.
Solution:
* Salesforce CPQ's Advanced Approvals package includes the setting Next Automated Approver Determined By, which allows Approvals to be routed automatically to the user's manager.
Steps to Configure:
* Navigate to the Approval Process.
* Set Next Automated Approver Determined By to Manager.
* Save and test the Approval process to ensure it correctly assigns to the manager.
NEW QUESTION # 35
When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Apply Immediately has been set on Product Option
Answer: D
NEW QUESTION # 36
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