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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Approvals | 4% | - Native and Advanced Approvals setup - Approval process alignment with quoting workflow |
| Topic 2: Quote Templates | 7% | - Template layout and component configuration - Quote document generation and customization |
| Topic 3: Products | 11% | - Product relationships and hierarchy - Product catalog setup and maintenance - Product attributes and configuration |
| Topic 4: Pricing | 16% | - Pricing strategies: Discount Schedules, Block Prices, Contracted Prices - Price methods and outcome determination - Subscription pricing and percent-of-total |
| Topic 5: Orders, Contracts, Amendments, and Renewals | 15% | - Amendment and renewal quotes - Usage of Orders, Contracts, Subscriptions and Assets - Order and contract generation |
| Topic 6: CPQ Platform | 23% | - Permissions, record types, field sets and page layouts - Quote calculation sequence and pricing fields - CPQ data flow and object model - Package-level settings and integration - Localization and multi-currency setup - Price Rules design, configuration and troubleshooting |
| Topic 7: Bundle Configurations | 17% | - Bundle structure setup - Product Rules configuration - Options and feature setup |
| Topic 8: Product Selection | 7% | - Custom Actions for product selection - Search filters and field sets |
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NEW QUESTION # 162
Universal Containers has a single Price Book for several currencies. The Admin is creating a Primary Quote from an Opportunity and notices the Quote inherits the Price Book from the Opportunity. Which Product will be available within the Product Selection page?
Answer: A
Explanation:
Requirement:
Ensure that products available for selection are filtered by the Quote's currency.
Solution:
CPQ filters products based on the Price Book Entries associated with the Opportunity/Quote's currency.
NEW QUESTION # 163
Universal Containers allows clients to negotiate a discount for Product A until a specified date up contract activation. Which three fields on the Contracted Price record should be configured to satisfy this requirement?
Answer: B,C,E
Explanation:
Requirement:
Clients can negotiate a discount for Product A until a specified date before contract activation.
Relevant Fields on the Contracted Price Record:
Product: Identifies Product A as the subject of the negotiated price. Expiration Date: Specifies the end of the discount eligibility period. Discount: Sets the agreed discount percentage for the negotiated price.
NEW QUESTION # 164
Universal Containers allows clients to negotiate a discount for Product A until a specified date up contract activation. Which three fields on the Contracted Price record should be configured to satisfy this requirement?
Answer: B,C,E
Explanation:
Requirement:
* Clients can negotiate a discount for Product A until a specified date before contract activation.
Relevant Fields on the Contracted Price Record:
* Product: Identifies Product A as the subject of the negotiated price.
* Expiration Date: Specifies the end of the discount eligibility period.
* Discount: Sets the agreed discount percentage for the negotiated price.
Salesforce CPQ Reference:
* Contracted Price Record management is key to implementing client-specific pricing strategies .
NEW QUESTION # 165
Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote.
How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal?
Answer: B
Explanation:
Requirement Overview:
* Sales reps want the Square Footage value on a Configuration Attribute to persist when renewing a Quote.
Twin Field Mechanism:
* Twin Fields ensure that data is retained and mapped between related objects.
* Creating Twin Fields on the Asset and Subscription objects allows the Square Footage value to be carried forward during renewals.
Steps to Configure:
* Create a custom field for Square Footage on the Asset and Subscription objects.
* Ensure the API names of these fields match the Configuration Attribute API name.
* Test the renewal process to confirm the value persists.
Validation:
* The Square Footage value should automatically populate in the renewal Quote without manual entry by the sales rep.
NEW QUESTION # 166
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates. At the same time, the Account Management team wants to ensure that all items from one order appear on one contract. What are two ways the CPQ specialist can meet these requirements? (Choose 2 answers)
Answer: A,C
Explanation:
For the Fulfillment team's requirement, Order Item dates need to reflect the order creation date rather than Quote Line start dates. Option C achieves this by using Process Builder to set the Order Product Date to
"Today" upon record creation, overriding any inherited Quote Line dates. For the Account Management team' s requirement, all items from one order must appear on a single contract. Option A accomplishes this by setting the Contracting Method on the Order to "Single Contract," ensuring all order products are grouped under one contract regardless of subscription terms. Option B (Default Order Start Date) is a package-level setting that doesn't directly apply to individual order items. Option D (Quote Contracting Method) affects quote-to-contract mapping but doesn't ensure order-based consolidation. Salesforce CPQ documentation supports these configurations for date and contract control.
References: Salesforce CPQ Documentation - "Order Management" and "Contracting Methods".
NEW QUESTION # 167
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