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| Topic | Details |
|---|
| Topic 1 | - 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 2 | - 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 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 | - 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 | - 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 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.
|
| Topic 7 | - 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.
|
Salesforce Certified CPQ Administrator Sample Questions (Q73-Q78):
NEW QUESTION # 73
Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval. How can the admin meet this requirement?
- A. Using Native Approvals, build a custom button to display the approval matrix to users.
- B. Using Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.
- C. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.
- D. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.
Answer: D
Explanation:
Requirement:
Sales reps need visibility into the Approval Chain before submitting a Quote for approval.
Solution:
The Preview Approval button in Advanced Approvals allows users to view the Approval Chain directly from the Quote page.
NEW QUESTION # 74
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 Results Field Set.
- C. Remove the Subscription flag from the Product's Search Filters 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 # 75
A subscription product that was newly created fails to display In the Product Selection screen when users search for it.
What are three possible reasons for this behavior?
Choose 3 answers
- A. The Product is missing a Pricebook Entry for the Quote's Pricebook,
- B. The Optional checkbox is TRUE on the Product record.
- C. The Active checkbox is FALSE on the Product record.
- D. The Product is missing a related Cost record.
- E. The Component checkbox is TRUE on the Product record.
Answer: A,C,E
Explanation:
Scenario:
* A subscription product does not appear in the Product Selection screen during search.
Possible Causes:
* A: The Active checkbox must be TRUE for the product to appear.
* D: The product requires a Pricebook Entry in the corresponding Quote's Pricebook.
* E: If the Component checkbox is TRUE, the product is treated as a bundle component, not standalone, and will not appear in search results.
Why Other Options Are Incorrect:
* B: Cost records are unrelated to product visibility.
* C: The Optional checkbox determines bundling behavior, not search visibility.
Salesforce CPQ Reference:
* Product visibility settings are detailed in CPQ Product Selection Configuration .
NEW QUESTION # 76
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents. What should the admin do on the Quote Template to meet this requirement?
- A. Create a new Template Section for each PDF document.
- B. Select the correct Documents Folder from the Documents field on the Quote Template.
- C. Create a new Additional Document on the Quote Template for each PDF document.
- D. Reference each PDF Document in Custom Template Content records.
Answer: C
Explanation:
Requirement Overview:
Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.
Solution:
Use the Additional Document feature on the Quote Template to include PDF files in the generated output.
Steps to Configure:
Navigate to the Quote Template.
Create an Additional Document for each required PDF:
Reference the document stored in Salesforce.
Save the Quote Template.
Validation:
Generate a Quote document and confirm that the Additional Documents are included as attachments.
NEW QUESTION # 77
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too many clicks. Management has asked the admin to streamline the Quote Line Editor so calculations occur automatically after each change is made.
Which Managed Package setting should the admin enable to meet this requirement?
- A. Use Legacy Calculator
- B. Calculate Immediately
- C. Enable Quick Calculate
Answer: B
Explanation:
Requirement:
* Streamline the Quote Line Editor by enabling automatic calculations after each change.
Solution:
* Enabling the Calculate Immediately setting in Managed Package Settings ensures calculations are triggered automatically whenever changes are made in the Quote Line Editor.
Why Other Options Are Incorrect:
* A: The Legacy Calculator setting is outdated and not related to automatic calculations.
* B: Quick Calculate is a manual process that does not meet the requirement for automatic recalculation.
Salesforce CPQ Reference:
* The Calculate Immediately Setting is described in the CPQ Managed Package Settings documentation .
NEW QUESTION # 78
......
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