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| Topic | Details |
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| Topic 1 | - 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 2 | - 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 3 | - 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 4 | - 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 5 | - Bundle Configurations: This section of the exam measures skills of Salesforce Consultants and covers setting up bundle structures to meet various business requirements. It evaluates the ability to configure Product Rules that ensure bundles work properly according to defined processes.
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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 (Q100-Q105):
NEW QUESTION # 100
Which Configuration Type setting on a bundle Product allows the sales rep to open the configurator, but does not require them to do so before adding the bundle to the quote?
- A. Disabled
- B. Required
- C. Allowed
- D. Optional Hidden
Answer: C
Explanation:
Requirement: give reps the option, not the obligation, to configure a bundle. Solution: setting Configuration Type to Allowed lets the rep open and adjust the configurator if they choose, while still permitting the bundle to be added without forcing that step, unlike Required which mandates configuration.
NEW QUESTION # 101
Universal Containers wants a specific manager to approve any quote with a total discount greater than 20%, but only for the Enterprise product line. How should this be configured using Advanced Approvals?
- A. Add a Price Rule Error Condition
- B. Create an Option Constraint of Type Validation
- C. Create an Approval Rule with a Condition on discount percentage and product line, tied to an Approval Chain containing the manager's Approver record
- D. Set the Configuration Attribute Apply Immediately to False
Answer: C
Explanation:
Requirement: route specific quotes to a specific approver based on conditional criteria. Solution:
an Approval Rule with Conditions matching the discount threshold and product line, linked into an Approval Chain that includes the designated manager's Approver record, ensures only qualifying quotes are routed to that approver.
NEW QUESTION # 102
Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on the Opportunity. Since an Account can have many different Contracts, the Admin implemented a Contract Name field to allow the user to enter identifying information on each Contract record.
How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
- A. Create a custom Page Layout and add the custom Contract Name field to the layout.
- B. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.
- C. Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.
- D. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object.
Answer: B
Explanation:
Requirement Overview:
* Ensure that the Contract Name field is visible to users when initiating an Amendment.
Key Configuration:
* The Active Contract Lookup Field Set on the Contract object determines which fields appear when selecting a Contract for an Amendment.
Steps to Configure:
* Navigate to the Field Set named Active Contract Lookup on the Contract Object.
* Add the custom Contract Name field to the Field Set.
Validation:
* Test the Amendment process to confirm that the Contract Name field is visible.
NEW QUESTION # 103
Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?
- A. Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.
- B. Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.
- C. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add
- D. Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.
Answer: B
Explanation:
Requirement:
* When a fixed bundle is selected, users should bypass the configuration process entirely.
Solution:
* Setting the Configuration Type to Allowed ensures users can configure the bundle if necessary.
* Setting the Configuration Event to Always skips the configuration process automatically for preconfigured bundles.
Why Other Options Are Incorrect:
* A: Setting Configuration Type to Disabled prevents any configuration, which may not align with future flexibility requirements.
* B: Required forces configuration instead of skipping it.
* D: Configuration Event = Add requires the user to manually trigger the process during addition.
Salesforce CPQ Reference:
* Bundle Configuration Settings and their implications are detailed in CPQ Configuration Guidelines .
NEW QUESTION # 104
Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval. How can the admin meet this requirement?
- A. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.
- B. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.
- C. Using Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.
- D. Using Native Approvals, build a custom button to display the approval matrix to users.
Answer: B
Explanation:
Requirement:
Sales reps need visibility into the Approval Chain before submitting a Quote for approval.
Solution:
The Preview Approval button in Advanced Approvals allows users to view the Approval Chain directly from the Quote page.
NEW QUESTION # 105
......
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