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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.
|
| Topic 2 | - 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 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.
|
| Topic 4 | - 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.
|
| Topic 5 | - 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.
|
Salesforce Certified CPQ Administrator Sample Questions (Q29-Q34):
NEW QUESTION # 29
Universal Containers has come to an agreement for future pricing with a specific customer. The agreement is for special volume-based, tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
- A. Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.
- B. Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
- C. Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer's Account.
- D. Create a Discount Schedule and add it to the Discount Schedule field on Product A.
Answer: C
Explanation:
Requirement Overview:
* Configure tiered pricing for Product A specific to a customer for all future Quotes.
Solution Details:
* Use a Discount Schedule with tiered pricing.
* Assign the Discount Schedule to a Contracted Price record tied to the customer's Account.
Steps to Configure:
* Create the Discount Schedule with the desired tiers.
* Navigate to the customer's Account.
* Create a Contracted Price record:
* Reference Product A.
* Assign the Discount Schedule.
Validation:
* Generate a Quote for the customer and confirm the tiered pricing is applied correctly.
NEW QUESTION # 30
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature?
Choose 2 answers
- A. Contracted Price
- B. Product
- C. Segmented Product
- D. Product Option
Answer: A,D
Explanation:
Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on object precedence.
* Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing agreements are in place for an Account.
* Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the Product Feature level.
Key Configurations:
* Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.
* Product Option: Assign the Discount Schedule on the Product Option record.
Validation:
* Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides the Feature-level Discount Schedule.
NEW QUESTION # 31
When Product A is Added to a Primary Quote, sales reps can view the Quote Une and make adjustments. However, an Opportunity Une Item is missing for Product A after the Primary Quote has been saved. What are two possible causes for this behavior? Choose 2 answers
- A. Product A has "Exclude From Opportunity" set to TRUE.
- B. Product A has "Optional" set to TRUE.
- C. Product A has "Component" set to TRUE.
- D. Product A has 'Hidden'' set to TRUE.
Answer: C,D
Explanation:
Cause Analysis:
Hidden = TRUE: Products marked as hidden do not appear in the Opportunity Line Item after saving the Quote.
Component = TRUE: Products flagged as components are part of a bundle and are not directly added as standalone Opportunity Line Items.
Key Settings:
These configurations are commonly used for internal or auxiliary products within a bundle or restricted products.
NEW QUESTION # 32
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
- A. Opportunity object
- B. Core Salesforce Quote object
- C. CPQ Quote object
- D. CPQ Quote Line object
Answer: A
Explanation:
Advanced Approvals Context:
The Opportunity Object is configured out-of-the-box to integrate fully with Advanced Approvals.
Other objects, like the CPQ Quote or Quote Line, may require additional customization.
Functionality:
Advanced Approvals use Approval Rules, Chains, and Conditions to automate the approval process. Predefined templates and configurations are readily available for the Opportunity Object.
Validation:
After installation of the Advanced Approvals package, confirm the Opportunity Object's configuration. No additional setup is required for basic functionality.
NEW QUESTION # 33
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription.
The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change. How can the sales ops team ensure the renewal Quote reflects the increased quantity?
- A. Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December 1 of this year.
- B. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
- C. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.
- D. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
Answer: B
Explanation:
Scenario:
The customer wants to increase the subscription quantity for the last month of the contract. The renewal Opportunity must reflect this change.
Solution:
Generate an Order from the amendment Opportunity to capture the changes.
Contract the amendment Order to update the Contract.
Refresh the renewal Quote to synchronize the increased quantity.
NEW QUESTION # 34
......
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