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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 | - 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 | - 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 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 | - 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 7 | - 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 (Q226-Q231):
NEW QUESTION # 226
Universal Containers wants to quote a product that will persist until the customer cancels the subscription. How should the admin set up this product so all downstream processes create perpetual subscriptions?
- A. Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.
- B. The value Evergreen should be put into the Subscription Type field on the Product.
- C. The sales rep should create a Quote without an end date or a subscription term associated with it.
- D. The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.
Answer: A
Explanation:
Requirement Overview:
Universal Containers wants to create a subscription product that will persist indefinitely unless canceled by the customer.
Key Configuration:
The Evergreen value in the Subscription Type field defines a perpetual subscription in Salesforce CPQ. Using a Price Rule ensures this field is dynamically set on each Quote Line for the product, automating downstream processes such as contract generation and order management.
Steps to Implement:
Create a Price Rule targeting the Quote Line object.
Set the Subscription Type field to Evergreen for the relevant Quote Lines. Activate and test the Price Rule to confirm the behavior.
NEW QUESTION # 227
The sales manager at Universal containers wants to ensure that bundles:
* Cannot be reconfigured when a Renewal Quote is created.
* Allow sales reps to configure bundles only on new or amendment quotes.
What should the CPQ specialist co to meet these requirements?
- A. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".
- B. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.
- C. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
- D. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
Answer: D
Explanation:
Requirement Overview:
* Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.
Solution:
* Use a Custom Action Condition to control when the Reconfigure Line action is available.
* Set the condition to exclude Renewal Quotes (SBQQ__Type__c != "Renewal").
Steps to Configure:
* Navigate to the Custom Action Condition related to the Reconfigure Line action.
* Set the condition criteria to ensure the action is only available for non-Renewal Quotes.
Validation:
* Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.
NEW QUESTION # 228
An admin is working on a Primary Quote attached to an Opportunity. The nice Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synced to the Opportunity, 9nd aero emor messages are displayed.
Which three reasons explain why these Products failed to create Opportunity Products?
Choose 3 srewers
- A. Q Validation Rules on the Opportunity Product silently fail.D, Only Products with a price greater than zero sync to the Opportunity,
- B. Exclude fror Opportunity is checked on die Product record.
- C. Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-
- D. Some Products we missing Rice Book Entries.
Answer: A,B,C
Explanation:
Issue Analysis:
* Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.
Reasons for Failure:
* B: Products with an Effective Quantity of zero are excluded from syncing.
* C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.
* D: Products with a price of zero do not sync by default.
Why Other Options Are Incorrect:
* A: Missing Price Book Entries prevent quoting entirely, not syncing issues.
* E: The Exclude from Opportunity checkbox applies to the Product Option, not the syncing process.
Salesforce CPQ Reference:
* CPQ guidelines for syncing Quote Lines to Opportunity Products .
NEW QUESTION # 229
An admin wants only products relevant to the customer's industry to appear when a rep searches the product catalog on a quote. What should the admin configure?
- A. A Discount Schedule scoped by industry
- B. A Search Filter on the Product Search Field Set, filtering based on a matching Account/Quote field
- C. A Product Rule of Type Validation
- D. A Price Rule with a Lookup Query
Answer: B
Explanation:
Requirement: dynamically narrow the product catalog shown to reps based on account context.
Solution: a Search Filter defined against the Product Search can reference a field on the Quote or Account (like Industry) to automatically restrict which products are returned in search results.
NEW QUESTION # 230
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
- A. Evaluation Scope = ConfiguratorConfigurator Evaluation Event = Edit
- B. Evaluation Scope = CalculatorCalculator Evaluation Event = Save
- C. Which settings should be used on the Price Rule to meet these requirements?
- D. Evaluation Scope = CalculatorCalculator Evaluation Event = Edit
- E. Evaluation Scope = ConfiguratorConfigurator Evaluation Event = Save
Answer: A
NEW QUESTION # 231
......
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