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| Topic | Details |
|---|
| Topic 1 | - 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 2 | - 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 3 | - 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 4 | - 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 5 | - 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 6 | - 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 7 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q53-Q58):
NEW QUESTION # 53
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. The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.
- B. The value Evergreen should be put into the Subscription Type field on the Product.
- C. Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.
- D. The sales rep should create a Quote without an end date or a subscription term associated with it.
Answer: C
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 # 54
Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products.
How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions?
- A. Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True.
- B. Remove the Subscription flag from the Product's Search Filters Field Set.
- C. Remove the Subscription flag from the Product's Search Results Field Set.
- D. Set the Filter Value on the Add Subscriptions Search Filter to Hidden.
Answer: D
Explanation:
Requirement Overview:
* Restrict sales reps to only selecting subscription Products when using the Add Subscriptions Custom Action.
Solution Details:
* The Search Filter for the Add Subscriptions action should include only subscription Products.
* Setting the Filter Value to Hidden ensures that only Products matching the filter criteria are displayed.
Steps to Configure:
* Navigate to the Search Filter related to the Add Subscriptions action.
* Set the Filter Value to True.
* Mark the Hidden checkbox to restrict visibility to subscription Products.
Validation:
* Test the Custom Action to confirm that only subscription Products are visible.
NEW QUESTION # 55
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. On the Subscription record, change the Product Lookup to refer to the new version of the 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. Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,
- D. Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.
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 # 56
When using Lookup Rules In Salesforce CPQ, which three factors will impact the number of query rows returned? Choose 3 answers
- A. The total number of quote lines on the quote.
- B. The total number of records on the lookup object.
- C. The total number of lookup objects.
- D. The total number of fields on the lookup object.
- E. The total number of lookup queries.
Answer: A,D,E
Explanation:
Requirement Overview:
Understand what impacts the number of query rows returned when using Lookup Rules in Salesforce CPQ.
Factors:
C). Total Number of Quote Lines: Each Quote Line triggers a lookup, increasing the number of query rows.
D). Total Number of Fields on the Lookup Object: More fields on the object result in larger query rows.
E). Total Number of Lookup Queries: Multiple lookup queries executed during the Quote Line processing impact the total rows returned.
Steps to Validate:
Analyze the Lookup Rule configuration and test its behavior with varying Quote Line counts, field sizes, and query numbers.
NEW QUESTION # 57
Universal Containers sells a nonrenewable subscription Product that is priced on a yearly basis.
Which Subscription field values should the admin set to meet this requirement?
- A. Subscription Term: 12
Subscription Type: Evergreen
Subscription Pricing: Fixed Price - B. Subscription Term: 12
Subscription Type: One-Time
Subscription Pricing: Fixed Price - C. Subscription Term: 1
Subscription Type: Evergreen
Subscription Pricing: Percent of Total - D. Subscription Term: 1
Subscription Type: One-Time
Subscription Pricing: Percent of Total
Answer: B
Explanation:
Requirement Overview:
A nonrenewable subscription Product priced annually.
Key Field Configurations:
Subscription Term = 12: Specifies an annual subscription. Subscription Type = One-Time:
Indicates that the Product is nonrenewable. Subscription Pricing = Fixed Price: Defines a flat annual price.
Steps to Configure:
Navigate to the Product record.
Update the fields as specified above.
Save and test by adding the Product to a Quote.
Validation:
Confirm the subscription term and pricing are applied correctly and the product does not renew automatically.
NEW QUESTION # 58
......
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