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| Topic | Details |
|---|
| 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 | - 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 | - 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 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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Salesforce Certified CPQ Administrator Sample Questions (Q15-Q20):
NEW QUESTION # 15
An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page. Which updates should the Admin male to meet this requirement
- A. Create feature to the parent product and assign all Option 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 Dynamic
- D. Update Option Layout on the parent Product record to Wizard.
Answer: B
Explanation:
Requirement:
Users must view and select product options by scrolling on a single page.
Solution Details:
Setting the Option Layout to Sections groups options into expandable/collapsible sections. This creates a scrollable view without navigating multiple pages.
Steps to Update:
Go to the parent Product Record.
Update the Option Layout field to Sections.
Validation:Test the configuration in the Quote Line Editor. Options should now appear grouped by sections.
NEW QUESTION # 16
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family. The maintenance product has been updated to be priced as Percent Of Total and the percentage has been set. How should the product records be altered to meet this requirement?
- A. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
- B. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
- C. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
- D. Set the maintenance product Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
Answer: A
NEW QUESTION # 17
Universal Containers sells Tiny Boxes for $0,005 each. Tiny Boxes are Non Discountable. How should the admin set the decimal precision for the unit price?
- A. Set the Unit Price Scale to 3 in the Pricing and Calculation Package Settings.
- B. Use a Price Rule that sets the Net Unit Price to $0,005 when the product is added to a Quote.
- C. Edit the Unit Price field on the Quote Line object and set the precision to 3.
- D. Set the Unit Price Scale field to 3 on the tiny boxes Product record.
Answer: A
Explanation:
Requirement:
Ensure the price of Tiny Boxes ($0.005) is handled with proper decimal precision.
Solution:
Adjust the Unit Price Scale to 3 in the Pricing and Calculation Package Settings, enabling Salesforce CPQ to handle prices up to three decimal places.
NEW QUESTION # 18
Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products.
However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?
- A. Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.
- B. Set the Default field on the Add Products Custom Action to TRUE.
- C. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
- D. Create a Filter Product Rule and Product Action with Type set to Optional Filter.
Answer: D
Explanation:
To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:
Step 1: Create a Filter Product Rule
Filter Product Rules help define dynamic filtering of products displayed during the quoting process.
* Navigate to Product Rules
* Go to Salesforce Setup # Product Rules and click New.
* Set the Type to Filter and define a clear Name such as "Eco-Friendly Product Filter."
* Configure the Filter Logic
* Define the conditions to identify eco-friendly and bundle products.
* Use the Conditions related list to target the relevant product fields (e.g., a custom checkbox for eco-friendly products and a type field for bundles).
* Example condition:
* Field = Eco-Friendly Checkbox
* Operator = Equals
* Value = True
Step 2: Set up the Product Action
Product Actions define what the rule does when triggered.
* Add a Product Action
* In the Product Rule, go to the Product Actions related list and click New.
* Set the Type to Optional Filter. This allows the system to apply the filter by default but enables users to remove the filter and see all bundles.
* Link to Add Products Button
* Make sure this action links to the Add Products custom action.
Step 3: Ensure Opportunity Integration
The Opportunity flagged as eco-friendly must drive this behavior.
* Custom Field Dependency
* Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.
* Dynamic Behavior
* When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.
Step 4: Test and Validate
* Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:
* Eco-Friendly flag # Default to eco-friendly products and bundles.
* No flag # All products, including non-eco-friendly bundles, are shown.
Additional Considerations:
* Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further.
* User TrainingTrain sales reps on how to toggle the filter manually if needed.
This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team.
NEW QUESTION # 19
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. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.
- 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. Set Next Automated Approver Determined By to Manager on the Approval Process.
- D. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.
Answer: C
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 # 20
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