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| Topic | Details |
|---|
| 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 | - 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 | - 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 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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| Topic 5 | - 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 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 (Q181-Q186):
NEW QUESTION # 181
Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote. At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?
- A. The Save or Quick Save buttons are clicked.
- B. Override values are subject to Discount Schedule updates made by the Admin.
- C. The Quote status has changed to Approved.
- D. The Opportunity status has changed to Proposal/price Quote.
Answer: A
Explanation:
Requirement Overview:
Sales reps need to know when manual overrides on a Discount Schedule will remain unaffected by Admin updates.
Key Behavior:
When the Save or Quick Save button is clicked, the manual override is committed, and the Discount Schedule changes made by the Admin will not affect it.
Validation:
Test the behavior by manually overriding a discount, saving the Quote, and confirming that Admin updates to the Discount Schedule do not impact the saved Quote.
NEW QUESTION # 182
When sold a la carte, a processor Product should be priced at USD 200 and EUR 150. When sold as a component of a laptop bundle in USD, this processor should be priced at USD 180 and EUR 135.
If Universal Containers must enable multi-currency, how should the admin implement this discounted price?
- A. Set the Discount % field on the processor Product Option to 10%.
- B. Set the Bundled checkbox to True.
- C. Create a new Product record with a USD 180 Price Book Entry for the discounted Processor.
- D. Set the Unit Price field on the processor Product Option to a value of 180.
Answer: B
Explanation:
Requirement:
* The processor is priced differently when sold as a standalone product versus as part of a laptop bundle.
Solution:
* Marking the processor as Bundled ensures the discounted price applies only when it is part of the laptop bundle.
Mechanism:
* When the Bundled checkbox is TRUE, Salesforce CPQ applies the discounted pricing for bundle components based on the defined Price Book Entry.
Salesforce CPQ Reference:
* Bundled pricing behavior is described in the Product Option and Bundle Configuration Guidelines .
NEW QUESTION # 183
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 it to the Discount Schedule field on Product A.
- B. Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.
- C. Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
- D. Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer's Account.
Answer: D
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 # 184
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval.
Which two actions could the admin take to meet the business requirement?
Choose 2 answers
- A. Add the Calculate button to the quote layout.
- B. Create a new Lightning button to trigger recalculation.
- C. Create a Flow to trigger recalculation upon record save.
- D. Change the value of a field in the Calculating Fields Field Set.
Answer: A,D
Explanation:
Requirement:
* Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.
Solution:
* Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.
* Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.
Why Other Options Are Incorrect:
* B and D: These require additional customization (e.g., creating a custom Lightning button or Flow) and are not standard CPQ features.
Salesforce CPQ Reference:
* The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard CPQ tools .
NEW QUESTION # 185
Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created.
Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied.
What should the Admin configure to meet the requirement?
- A. Automate renewal forecasting with a Lightning Quick Action on the Opportunity.
- B. Automate setting the Renewal Forecast checkbox on the current Contract upon creation.
- C. Automate setting the Renewal Quoted checkbox on the current Contract upon creation.
- D. Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.
Answer: C
Explanation:
Requirement Overview:
* Northern Trail Outfitters wants future renewals to be reflected in the Opportunity pipeline as soon as a Contract is created.
Solution Details:
* The Renewal Quoted checkbox ensures that the renewal Opportunity is created and linked to the pipeline when the Contract is generated.
Steps to Automate:
* Use a Process Builder or Flow to automatically set the Renewal Quoted checkbox on the Contract upon creation.
Validation:
* Test the process by creating a new Contract and verifying that the renewal Opportunity is added to the pipeline.
NEW QUESTION # 186
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