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| Topic | Details |
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| Topic 1 | - 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 2 | - 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 3 | - 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 4 | - 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 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.
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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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| Topic 7 | - 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 (Q57-Q62):
NEW QUESTION # 57
Sales reps at Universal Containers want to be able to filter products based on their Release Date. For example, a sales rep would like to see products with a Release Date between their input values of 11/23/04 and 01/16
/07 when adding products.
What should the admin create for this use case?
The options are:
- A. A search filter for the Release Date field
- B. Configuration attributes for the earliest and latest date
- C. A custom action with the Filter Source Field set to Release Date
- D. A custom action condition for the Release Date field
Answer: A
NEW QUESTION # 58
Universal Containers wants to notify its users when approval is required to discourage users from discounting while in the Quote Line Editor.
Which type of Product Rule should be used to meet this requirement?
- A. Selection
- B. Filter
- C. Validation
- D. Alert
Answer: D
Explanation:
Requirement:
* Notify users in the Quote Line Editor when approval is required to discourage excessive discounting.
Solution:
* Use a Product Rule with Alert Action to display a notification or message in the Quote Line Editor when a user exceeds predefined discount thresholds.
Why Other Options Are Incorrect:
* A: Validation Rules prevent actions but do not notify users.
* B: Filter Rules are used for restricting product selection, not notifications.
* D: Selection Rules govern product compatibility and are irrelevant here.
Salesforce CPQ Reference:
* Alert actions in Product Rules are outlined in CPQ Product Rule Configuration
NEW QUESTION # 59
Universal Containers (UC) has products that will only be utilized as Product Options inside five different bundle products. When a user adds products to the Quote Line Editor, UC wants: Bundle products to show in the Product Selection page. Products that are Product Options of the bundles to be excluded from the Product Selection page. How should the admin set up the bundle?
- A. Select the bundle on each Product option and mark the Product inactive
- B. Select the Selectbox on each product option and mark the Product inactive.
- C. Select the Component checkbox on any Product that is a Product Option for the bundles.
- D. Select the Hidden for any Product that is a Product Option for the bundles.
Answer: C
Explanation:
Requirement:
Bundle products should show on the Product Selection page, but their Product Options should not.
Solution:
Setting the Component checkbox to TRUE for Product Options ensures they are excluded from the Product Selection page and only appear within their bundles.
NEW QUESTION # 60
When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?
- A. The user selects a Product for the Quote.
- B. The user selects a Configuration Attribute value for a Product
- C. The user saves the Quote.
- D. The user calculates a Quote.
Answer: A
Explanation:
Scenario Overview:
* A Product Rule triggers the addition of the Conference Pass Product when a related Product is selected.
Key Trigger Mechanism:
* Product Rules with an Action to add products execute as soon as the user selects a Product on the Quote.
Steps to Verify:
* Navigate to the Product Rule for the Conference Pass.
* Ensure the Evaluation Event is set to fire On Initialization or Selection.
Salesforce CPQ Reference:
* Product Rules are typically triggered based on user actions such as adding Products or configuring attributes.
NEW QUESTION # 61
The admin at Universal Containers wants to add some Maintenance and some Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the admin set up the bundle to meet both requirements?
- A. Create two Product Options: Maintenance and Support. The Support Option should have a lower value in the Number field.
- B. Create two Product Features: Maintenance and Support. The Support Feature should have a lower value in the Number field.
- C. Create two Product Features: Maintenance and Support. The Maintenance Feature will always display first, due to alphabetical ordering.
- D. Create two Product Options: Maintenance and Support. The Maintenance Option will always display first, due to alphabetical ordering.
Answer: B
NEW QUESTION # 62
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