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| Topic | Details |
|---|
| Topic 1 | - 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 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.
|
| 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.
|
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Salesforce Certified CPQ Administrator Sample Questions (Q171-Q176):
NEW QUESTION # 171
An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads.
Which steps should the admin take to meet this requirement?
- A. Create a formula text field on the Quote, constructing the formula to return the desired default value.
Update the Configuration Attribute Default Field to identify the Quote formula field. - B. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.
- C. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
- D. Create a Process Builder to update the Product Option field that is used for the ConfigurationAttribute value. Set the process to trigger upon new record creation.
Answer: D
Explanation:
Requirement:Populate a Configuration Attribute with a dynamic value when the configurator page loads.
Solution Mechanics:
* Process Builder can be used to dynamically set values on records based on predefined logic.
* By targeting the Product Option field, which maps to the Configuration Attribute, Process Builder ensures that the value is set upon record creation.
Steps to Implement:
* Create a new Process Builder.
* Trigger on the creation of the Quote Line record (or related record based on Configuration Attribute setup).
* Define criteria to determine the dynamic value.
* Use the Update Records action to populate the Product Option field with the default value.
Advantages of Process Builder:
* Allows for dynamic and conditional logic.
* Automates the default value population without user intervention.
Testing and Validation:
* Create a test bundle with the Configuration Attribute.
* Load the configurator and verify that the attribute is pre-populated.
NEW QUESTION # 172
The sales manager at Universal containers wants to ensure that bundles:
* Cannot be reconfigured when a Renewal Quote is created.
* Allow sales reps to configure bundles only on new or amendment quotes.
What should the CPQ specialist co to meet these requirements?
- A. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
- B. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.
- C. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".
- D. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
Answer: A
Explanation:
Requirement Overview:
* Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.
Solution:
* Use a Custom Action Condition to control when the Reconfigure Line action is available.
* Set the condition to exclude Renewal Quotes (SBQQ__Type__c != "Renewal").
Steps to Configure:
* Navigate to the Custom Action Condition related to the Reconfigure Line action.
* Set the condition criteria to ensure the action is only available for non-Renewal Quotes.
Validation:
* Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.
NEW QUESTION # 173
Universal Containers has set up an Account lookup field, Distributor__c, on the Quote to identify different distributors per group. Distributor accounts have a Discount_Level__c field populated with the base discount percentage that products provided by that distributor will receive. Which set of actions should the admin take to ensure that the distributor receives the appropriate Distributor Discount?
- A.

- B.

Answer: A
Explanation:
Requirement:
Ensure the correct Distributor Discount is applied to Quote Lines based on the distributor's Discount_Level__c field value.
Solution:
Configurator Scoped Price Rule:
A Price Condition checks whether the SBQQ__Quote__r.Distributor__c field is populated.
If the field is blank, the rule does not execute.
Price Action:
Injects the value of the Discount_Level__c field from the Distributor account into the Quote Line's SBQQ__DistributorDiscount__c field.
Why Option A is Correct:
Configurator Scope ensures the rule is evaluated during configuration, applying discounts dynamically as the Quote is edited.
NEW QUESTION # 174
Universal Containers has Products that should only be selected as part of a bundle How should the admin configure CPQ so users are unable to add this Product outside of a bundle?
- A. Create a Product Rule with a Remove action when the Product i* sold a la carte.
- B. Ensure that the Configuration Event field on the Product is set to Always.
- C. Remove the Product's Pnce Book Entry, then set Unit Price on the Product Option record.
- D. Ensure that the Component checkbox on the Product is set to TRUE.
Answer: D
Explanation:
Requirement:
Certain products should only be available as part of a bundle, not sold separately.
Solution:
Setting the Component checkbox to TRUE on the Product ensures it is only available as a component within a bundle.
NEW QUESTION # 175
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have agreed to a Quantity of 100 licenses for the term of the Contract. The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses. After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of the three quote lines and subscriptions for the below transactions:
* The original sale
* The first amendment
* The second amendment
- A. Quote Line: 100, 80, 120, Subscription: 100, 80, 120
- B. Quote Line: 100, -20, 40, Subscription: 100, -20, 40
- C. Quote Line: 100, -20, 40, Subscription: 100, 80, 120
- D. Quote Line: 100, 80, 120, Subscription: 100, -20, 40
Answer: D
Explanation:
In Salesforce CPQ, amendments adjust subscription quantities incrementally. The original sale (Quote Line and Subscription) is 100. The first amendment reduces to 80, a decrease of 20, so the Quote Line is 80 (absolute), and the Subscription delta is -20 (reflecting the change). The second amendment increases to 120, an increase of 40 from 80, so the Quote Line is 120, and the Subscription delta is 40. Subscription quantities in amendments show the net change (-20, 40) rather than absolute values (80, 120), aligning with CPQ's amendment mechanics. Option B correctly reflects this: Quote Lines (100, 80, 120) show user-facing totals, while Subscriptions (100, -20, 40) show deltas. Salesforce CPQ documentation explains this behavior in amendment scenarios.
References: Salesforce CPQ Documentation - "Amending Contracts" and "Subscription Quantity Handling".
NEW QUESTION # 176
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