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| Topic | Details |
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| Topic 1 | - 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 2 | - 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 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 | - 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 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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| Topic 6 | - 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 7 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q87-Q92):
NEW QUESTION # 87
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval. Which two actions could the admin take to meet the business requirement? Choose 2 answers
- A. Change the value of a field in the Calculating Fields Field Set.
- B. Create a Flow to trigger recalculation upon record save.
- C. Create a new Lightning button to trigger recalculation.
- D. Add the Calculate button to the quote layout.
Answer: A,D
Explanation:
Requirement:
Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.
Solution:
Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.
Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.
NEW QUESTION # 88
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
- A. Set the Product's Sort Order as the only null Sort Order of any Product.
- B. Set the Product's Product Code as the only null Product Code of any Product.
- C. Set the Sort Order as the lowest numerical value of any Product's Sort Order.
- D. Set the Product Code as the first alphabetically of any Product's Product Code.
Answer: C
Explanation:
Requirement Overview:
* Universal Containers wants the Shipping Plus product to appear at the top of the Product Selection list.
Key Configuration:
* The Sort Order field determines the sequence of Products in Product Selection.
* Products with lower numerical Sort Order values appear at the top.
Steps to Configure:
* Navigate to the Product Record for Shipping Plus.
* Set the Sort Order field to the lowest available value (e.g., 1).
* Save and test the configuration in the Product Selection screen.
Validation:
* Ensure that Shipping Plus appears at the top of the Product Selection list.
NEW QUESTION # 89
An admin has created a Small Business Bundle product with List Price = $5.00 with these Product Options:

If a user adds this bundle and saves it without making changes to the configuration, what will the Package Total be on the Small Business Bundle parent product Quote Line?
- A. $17.50
- B. $37.50
- C. $25.00
- D. $5.00
Answer: C
Explanation:
Bundle Configuration:
Small Storage Container (Option 1): $2.00 x 10 = $20.00 Shipping (Option 4): $7.50 (bundled).
Other Options (Option 2 and Option 3):
Medium Storage Container: Not selected.
Custom Box Label: Not selected.
Calculation:
Bundle Parent Product Price: $5.00
Total Price: $5.00 (bundle) + $20.00 (Option 1) + $7.50 (Option 4) = $25.00
NEW QUESTION # 90
Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10. Each region has some Products which are region-specific and unavailable to users from other regions. Managers can add Products to a sales rep's Quotes that are inaccessible to other sales reps. Which two steps should the Admin take to meet the business requirement? Choose 2 answers
- A. Add a Search Filter to the add Products Custom Action to filter Products based on the current user.
- B. Create a single Price Book with all Products. Share the Price Book with all users.
- C. Use Product rules to hide Products from some sales reps.
- D. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.
Answer: C,D
Explanation:
Requirement Overview:
Universal Containers wants to restrict sales reps to accessing only region-specific Products while allowing managers to access all Products.
Solution:
C). Price Books per Region: Create a separate Price Book for each region, associating only the relevant Products. Share each Price Book with the respective sales reps.
D). Product Rules: Use Product Rules to hide Products from sales reps outside their assigned regions.
Steps to Configure:
Price Book Setup:
Navigate to Price Books.
Create a Price Book for each region and associate the specific Products. Use Sharing Rules to share the Price Books with the appropriate sales reps.
Product Rule Setup:
Create a Product Rule with a Condition to hide Products based on the user's region.
Validation:
Test by logging in as a sales rep and verifying that they can only see Products for their assigned region.
NEW QUESTION # 91
Universal Containers sends a company PDF brochure with each Quote to potential customers.
Sales rep attach the brochure to each email sent. What should the Admin do to simplify this process?
- A. Add the PDF as a required Additional Document on the Quote Template.
- B. Upload the PDF into the Documents object folder named Output Attachments.
- C. Create an HTML Template Content record for the PDF and include it in a Template Section.
- D. Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
Answer: A
Explanation:
Simplification Method:
By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.
Steps to Configure:
Navigate to the Quote Template.
Add the PDF file under the Additional Documents section.
Mark it as required for automatic inclusion.
NEW QUESTION # 92
......
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