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| Topic | Details |
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| Topic 1 | - 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 2 | - 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 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 | - 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 (Q220-Q225):
NEW QUESTION # 220
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. Set the Configuration Attribute Apply Immediately to False
- 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. Create an Option Constraint of Type Validation
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 # 221
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?
- A. Set Next Automated Approver Determined By to Manager on the Approval Process.
- B. Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.
- C. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.
- D. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.
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 # 222
A user renewing a Contract that was uploaded during a data migration. There is no Opportunity or Quote associated to the Contract. Aftar renewing the Contract, the user has noticed that the Price Book on the Renewal Opportunity and Quote is incorrect. What should the admin do to resolve this issue?
- A. Populate the Renewal Pricebook ID field on the Contract.
- B. Build Automation to automatically populate the correct Price Book on tha Renewal Quote.
- C. Associate an Order with the correct Price Book to the Contract before renewing.
- D. Populate the Opportunity or Quota Price Book Id field on tha Contract.
Answer: A
Explanation:
When a user performs a contract renewal and finds that the Price Book on the Renewal Opportunity or Quote is incorrect, the issue often arises due to the absence of a Price Book reference on the original Contract. To address this, the Renewal Pricebook ID field on the Contract must be populated. This field ensures the correct Price Book is carried over during the renewal process.
Step 1: Understand the Renewal Pricebook ID Field
Field Location: The SBQQ__RenewalPricebookId__c field is on the Contract object. Purpose: It specifies which Price Book Salesforce CPQ should use for renewal quotes and opportunities created from the contract.
Without this field populated, Salesforce CPQ defaults to another Price Book, which can lead to inaccuracieste the Renewal Pricebook ID** Access the Contract Record:
Navigate to the relevant Contract record in Salesforce.
Edit the Contract:
Populate the Renewal Pricebook ID field with the 18-digit Salesforce ID of the desired Price Book.
This ID corresponds to the Price Book you want Salesforce CPQ to apply during renewals.
Save the Changes:
Ensure the field is correctly updated and the changes are saved .
Step 3: **
Attempt the renewal process again by clicking Renew on the Contract. Confirm that the Renewal Opportunity and associated Quote now reference the correct Price Book.
Step 4: Consider Automation for Future Accuracy
Automate Field Population:Use Process Builder or a Flow to automatically populate the Renewal Pricebook ID field based on the contract's associated Account or Opportunity. This reduces manual errors and ensures consistency.
Data Validation:Enforce validation rules to prevent contracts from being saved without a valid Renewal Pricebook ID .
By ensuring the Renewal Pricebook ID is coesolve the issue of incorrect Price Books during renewals and prevent similar occurrences in the future.
NEW QUESTION # 223
Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date.
What should the admin configure in the product to meet this requirement?
- A. When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use theSBQQ__Quantity__c field on the Quote Line record to define the number of months of Supportrequested by the customer.
- B. When creating the Product record, the SBQQ__SubscriptionType__c field and theSBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the QuoteLine record to define the number of months of Support requested by the customer.
- C. When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Usethe SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months ofSupport requested by the customer.
- D. A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use theSBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Supportrequested by the customer.
Answer: D
Explanation:
Requirement:
* Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the agreed end date.
Solution:
* SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.
* SubscriptionTerm = Number of Months: Allows the quote to define the length of the support agreement.
Why Other Options Are Incorrect:
* A and C: These configurations do not align with the requirement to sell support in defined monthly increments.
* D: Marking the product as Renewable contradicts the requirement that the product is non-renewable.
Salesforce CPQ Reference:
* SubscriptionType and SubscriptionTerm fields are detailed in the Subscription Products configuration guide .
NEW QUESTION # 224
A customer wants to add additional licenses mid-term to an already active subscription, with proration applied for the remaining term. What quote process should the rep use?
- A. Edit the original Opportunity's Quote directly
- B. Create a brand-new Quote unrelated to the Contract
- C. Use a Renewal Quote
- D. Create an Amendment Quote from the active Contract
Answer: D
Explanation:
Requirement: modify an in-term, active subscription and prorate the change. Solution: an Amendment Quote is generated from the active Contract, allowing changes (like adding quantity) to be made mid-term with CPQ automatically calculating and applying proration for the remaining subscription period.
NEW QUESTION # 225
......
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