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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 | - 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 3 | - 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 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 | - 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 6 | - 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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Salesforce Certified CPQ Administrator Sample Questions (Q186-Q191):
NEW QUESTION # 186
Universal Containers (UC) defines a Warranty Period in a field on
its Products and wants to ensure that this Warranty Period is
correctly stored on the Asset record. A twin fleld has been
created on the Asset record. UC contracts from the Order.
When leveraging the twin field functionality to pass this
Informaticn to the Asset record, on which object should the admin create a twin field?
- A. Order Product
- B. Product Option
- C. Opportunity Product
- D. Quote Line
Answer: D
Explanation:
Requirement:
* Ensure the Warranty Period from the Product is correctly transferred to the Asset record.
Solution:
* Create a twin field on the Quote Line because:
* The Quote Line stores product-specific information during quoting.
* When the Quote is contracted, the twin field ensures the value is passed to the Order Product and then to the Asset record.
Why Other Options Are Incorrect:
* A: The Product Option is used within bundles and does not directly transfer to the Asset.
* B: The Order Product receives data from the Quote Line, so the twin field must originate there.
* C: The Opportunity Product is not involved in the CPQ twin field data flow.
Salesforce CPQ Reference:
* Twin fields and their data flow from Quote Line to Asset are detailed in CPQ Field Mapping Documentation .
NEW QUESTION # 187
The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction. How should an admin meet the requirement?
- A. Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklistfor the Additional Discount Line Column.
- B. Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked.
- C. Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c anddisplay it in the Quote Line Editor.
- D. Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.
Answer: A
Explanation:
Requirement:
Universal Containers wants to control whether the Additional Discount column appears on the Quote Template.
Solution:
By creating a custom checkbox field (Show_Discount__c), administrators can dynamically control the visibility of the Additional Discount column.
This checkbox is referenced in the Conditional Print Field of the Quote Template Line Column settings for the Additional Discount column.
Mechanism:
When the Show_Discount__c checkbox is TRUE, the column appears.
When FALSE, it does not display.
NEW QUESTION # 188
A Product Option needs to default to "selected" every time the bundle is configured, but the user should still be able to deselect it if desired. What should the admin set on the Product Option?
- A. Selected = True, with Required = False
- B. Quantity Editable = False
- C. Component = True
- D. Required = True
Answer: A
Explanation:
Requirement: pre-select an option by default while still permitting the user to remove it. Solution:
setting Selected to True marks the option as selected by default when the configurator loads, while leaving Required as False (unchecked) still allows the user to deselect it if it isn't mandatory.
NEW QUESTION # 189
Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products page, a list of the first 2,000 Products Is displayed in a disorganized manner. The product management team wants the products to display in collapsible groups based on the product family. How should a CPQ specialist enable this functionality from the Salesforce CPQ managed package configuration settings?
- A. Select Product Family in the Product Search Plugin field in Plugins.
- B. Select Product Family in the Product Results Group Fleld Name field In Additional Settings.
- C. Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.
- D. Add the Product Family field to the Search Results Field Set on the Product object.
Answer: B
Explanation:
Requirement:
Group products in collapsible sections based on Product Family in the Add Products page.
Solution:
Set the Product Results Group Field Name in Additional Settings to Product Family. This groups products by their Product Family in the Add Products page.
NEW QUESTION # 190
Hew should the admin ensure Universal Containers' users can generate autput documents in Microsoft Word format?
- A. Set the Allow Output Format Change checkbox an the Quote Template.
- B. Create duplicate Template Sections in Microsoft Ward format.
- C. Create a second Quote Template in Microsoft Word format.
- D. Set the Allow Qutput Format Change checkbox on each user in User Settings.
Answer: D
Explanation:
Requirement:
Allow users to generate output documents in Microsoft Word format.
Solution:
The Allow Output Format Change checkbox in User Settings enables users to select alternative formats like Microsoft Word during document generation.
NEW QUESTION # 191
......
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