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| Topic | Details |
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| 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 | - 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 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 | - 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 5 | - 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 6 | - 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 7 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q50-Q55):
NEW QUESTION # 50
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 # 51
Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramify Y by 10% upon renewal. Which two action should the admin take to ensure CPQ applies the correct price uplift? Choose 2 answers
- A. Fill in the Appropriate Renewal Uplift Rate on each Subscription record.
- B. Set the Renewal Pricing Method on the Account to Uplift.
- C. Fill in the appropriate Renewal Uplift Rate on each Quote Line record
- D. Set the Renewal Pricing method on the Contract to Uplift
Answer: A,B
Explanation:
Requirement:
Apply different uplift rates to Product Families X and Y upon renewal.
Solution Steps:
Option A: Set the Renewal Uplift Rate on each Subscription record for Product Families X and Y.
Option C: Configure the Account's Renewal Pricing Method as "Uplift" to enable uplift calculations during renewal.
NEW QUESTION # 52
An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads. Which steps should the admin take to meet this requirement?
- A. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
- B. Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.
- C. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.
- D. Create a Flow to update the Product Option field that is used for the Configuration Attribute value.
Set the process to trigger upon new record creation.
Answer: D
Explanation:
To set a dynamic default value for a Configuration Attribute when the configuration page loads, automation must populate the associated Product Option field automatically. Option A uses a Flow to update the Product Option field tied to the Configuration Attribute, triggered upon record creation (e.g., when the Quote Line is initiated), ensuring the value is set dynamically at page load.
NEW QUESTION # 53
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book.
When the Product is selected under a bundle, the price should be included as part of the bundle.
How should the Admin meet this requirement?
- A. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.On the Product Option, set the System field to True.
- B. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.On the Product Option, set the Bundled field to True.
- C. Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.On both Product Option records, set the Required field to True.
- D. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.On the Product Option, set the Selected field to True.
Answer: B
Explanation:
* Requirement Overview:
* A product priced at 100 USD and 95 EUR needs to be included as part of a bundle.
* Solution:
* Bundled Products: Setting the Bundled field to True ensures the product is included in the bundle's total price.
* Configure the Price Book Entries with the required prices for the respective currencies.
* Steps to Configure:
* Navigate to the Product in the 2019 Price Book.
* Set 100 USD and 95 EUR as the Price Book Entries.
* On the Product Option, mark the Bundled field as True.
* Validation:
* Test the bundle by adding it to a Quote and verifying the correct pricing behavior.
NEW QUESTION # 54
Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor. Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?
- A. Enable the Partner Discount in the Calculating Fields field set
- B. Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.
- C. Ensure the ChannelDiscountsOffUst__c field value is set to 1.
- D. Enable the Calculate Immediately field on the Pricing and Calculation tab.
Answer: D
Explanation:
Real-Time Calculation:
The Calculate Immediately field in CPQ ensures that pricing calculations occur automatically when changes are made in the Quote Line Editor without requiring manual saving.
Field Behavior:
Enabling this field configures CPQ to detect changes to the Partner Discount or other relevant fields and trigger real-time recalculations.
NEW QUESTION # 55
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