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| Topic | Details |
|---|
| Topic 1 | - 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 2 | - 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 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 | - 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 6 | - 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 7 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q37-Q42):
NEW QUESTION # 37
An admin wants to set up a bundle product so a user can view all available options and selected options by scrolling in a single page. Which updates should the admin make to meet this requirement?
- A. Create Features related to the parent Product and assign all Options to one of the created Features.
- B. Update Option Layout on the parent Product record to Sections.
- C. Create Features related to the parent Product and assign each Feature the Option Selection Method of Dynamic.
- D. Update Option Layout on the parent Product record to Wizard.
Answer: B
Explanation:
In Salesforce CPQ, the Option Layout field on the Product record determines how bundle options are presented in the configurator. To allow users to view all available and selected options by scrolling on a single page, the "Sections" layout is ideal. This layout organizes options into collapsible sections based on Product Features, keeping everything visible on one page without requiring navigation steps like a wizard. Option A (Wizard) presents options step-by-step across multiple pages, which doesn't meet the single-page requirement. Option B (assigning all options to one feature) limits organization and doesn't address the layout requirement. Option C (Dynamic selection method) controls runtime behavior of options but doesn't influence the single-page scrolling display. Salesforce CPQ documentation confirms that the "Sections" layout supports a scrollable, single-page view.
References: Salesforce CPQ Documentation - "Product Bundle Configuration" and "Option Layout Options".
NEW QUESTION # 38
Universal Containers uses Contracted Pricing to set pricing for specific distributors and those distributors' business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage. Which two ways can the Admin set Product A back to list price on a business unit account?
- A. Set Ignore Parent Contracted Prices to true on the business unit account record.
- B. Set Ignore Parent Contracted Prices to true on the parent contracted price.
- C. Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.
- D. Create a new contracted price for Product A on the business unit account with a price of $300.
Answer: A,D
Explanation:
Requirement:
Set Product A's price back to its List Price ($300) for a business unit account while ignoring parent account contracted pricing.
Solution Steps:
Option B: Create a new contracted price record for Product A at $300 for the business unit account.
Option D: Mark the Ignore Parent Contracted Prices checkbox as TRUE on the business unit account to override inherited contracted pricing.
NEW QUESTION # 39
Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?
- A. Add the lookup field to the Quote Line page layout.
- B. Create a twin field on the Campaign object using the same API name as the lookup field.
- C. Add the name of the lookup field into the Line Editor Field Set on the Quote object.
- D. Create and populate a Field Set on the Campaign object named CPQ_Lookup.
Answer: D
Explanation:
* Understanding the Requirement:
* Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.
* The requirement includes avoiding warning messages when searching for Campaign records.
* Salesforce CPQ Lookup Field Behavior:
* When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).
* To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results.
* Steps to Implement the Solution:
* Step 1: Navigate to the Campaign object in Salesforce Setup.
* Step 2: Go to the "Field Sets" related list and click "New."
* Step 3: Name the field set CPQ_Lookup (case-sensitive).
* Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).
* Step 5: Save the field set.
* Integration with the Quote Line Editor:
* The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.
* This ensures the lookup field operates without errors or warnings in the Quote Line Editor.
* Key Considerations:
* Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.
* Test the lookup functionality in the Quote Line Editor to confirm smooth operation.
* Validation:
* Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results without warnings.
References:
Salesforce CPQ documentation on setting up lookup fields and field sets emphasizes creating a CPQ_Lookup field set to avoid warnings
NEW QUESTION # 40
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. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.
- C. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.
- D. Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.
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 # 41
An admin has created a validation Product Rule that must display an error message upon clicking Sava if a Product Option is selected while a Configuration Attribute is set to a spacific value. When tha usar chooses the Product Option, than sets the Configuration Attribute to the specific value. The error massage appears before Save is clicked.
What can the admin change on the Product Rule or Configuration Attribute to ensure the error message only appears upon clicking Save?
- A. Change tha Configuration Attribute field Apply Immadiately to False.
- B. Change tha Product Option fiald Apply Immediately to Trua.
- C. Add a Product Rule Error Condition to chack if Evaluation Action = Sava.
- D. Change tha Product Rule field Evaluation Evant to Sava.
Answer: A
Explanation:
Issue:
* The validation error message appears immediately after a user sets a specific value in the Configuration Attribute, even before saving.
Solution:
* Setting Apply Immediately to False ensures that changes in Configuration Attributes do not trigger immediate validations. Instead, validations occur only upon clicking Save.
Why Other Options Are Incorrect:
* A: Evaluation Action does not exist as a field for Product Rule Error Conditions.
* C: Changing the Apply Immediately field for Product Options does not affect the Configuration Attribute's behavior.
* D: Setting Evaluation Event to Save applies to the rule's scope but does not address Configuration Attribute settings.
Salesforce CPQ Reference:
* Configuration Attribute Settings are explained in CPQ Configuration Attribute documentation .
NEW QUESTION # 42
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