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| Topic | Details |
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| Topic 1 | - 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 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 | - 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 | - 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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| 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 | - 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 7 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q177-Q182):
NEW QUESTION # 177
An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.
- A. Create a Quote formula field named StartSegment_c that returns 0.
- B. Set the Product's Default Pricing Table to Standard.
- C. Set the Price Dimension's Type to One-Time.
- D. Set the Display Order of the Desegment Line action to 1.
Answer: B
Explanation:
Unsegmented Product Setup:
* By setting the Default Pricing Table to Standard, the product appears unsegmented when first added to a quote.
* This allows users to manually segment the product later if necessary.
Default Pricing Table Configuration:
* The Standard table ensures that pricing is applied uniformly across the quote without segmentation.
Salesforce CPQ Reference:
* This behavior is defined in the Price Dimension Configuration Guidelines in CPQ documentation .
NEW QUESTION # 178
Universal containers has an add-on product that can only sold as part of bundles. Which two steps should the admin take to meet this requirement? Choose 2 answers
- A. Create a product Option records referencing the add-on product on each bundle.
- B. Create a product Feature record referencing the add-on product.
- C. Set the component checkbox to TRUE on the add-on product record.
- D. Set the customer community availably picklist on the add-on Product to never.
Answer: A,C
NEW QUESTION # 179
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes. Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration. What CPQ functionality can UC's Admin leverage to meet this requirement?
- A. Product Options.
- B. Product Features.
- C. Option constraints.
- D. Configuration Attributes.
Answer: D
NEW QUESTION # 180
The admin wants to ensure that within one bundle, either Product A or Product B can be added to the Quote. During configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the Quote rather than Product B.
Which setup should the admin use to meet these requirements?
- A. A Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.
- B. A Product Selection Rule where two Error Conditions with Summary Variables test if Product A and B have both been selected. If so, a Product Action will remove Product B. Most Voted
- C. A Product Alert Rule where two Error Conditions with Summary Variables test if Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.
- D. A Product Selection Rule with a higher Evaluation Order where the Product Action removes Product A when Product B is chosen, and a second Product Selection Rule with a lower Evaluation Order which removes Product B when Product A is chosen.
Answer: B
Explanation:
Understanding the Requirement:
Within a bundle, Products A and B must be mutually exclusive, allowing the user to select either but not both.
If both products are selected, the system should automatically remove Product B and retain Product A.
Optimal Salesforce CPQ Solution:
Product Selection Rule:
This rule dynamically evaluates conditions and executes actions, such as adding or removing products.
It is suitable for automating the removal of conflicting products based on user selections.
Summary Variables:
Used to check if both products are selected during configuration.
Implementation Steps:
Step 1: Create a Product Rule:
Navigate to Product Rules in Salesforce CPQ.
Create a new rule with the following settings:
Type: Selection
Evaluation Event: Always
Scope: Product
Step 2: Define Error Conditions:
Add two Error Conditions to evaluate if both Product A and Product B are selected:
Error Condition 1: Check if Product A is selected using a Summary Variable. Error Condition 2:
Check if Product B is selected using a Summary Variable.
Step 3: Configure Product Action:
Add a Product Action to Remove Product B if both Error Conditions are true. Ensure the rule prioritizes retaining Product A over Product B.
Rationale for Option A:
Option A is the most direct and efficient approach, leveraging Product Selection Rules to automatically enforce the requirement.
NEW QUESTION # 181
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?
- A. Effective Date
- B. Discount
- C. Product
- D. Expiration Date
- E. Contract
Answer: B,C,D
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 # 182
......
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