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| Topic | Details |
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| Topic 1 | - 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 2 | - 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 3 | - 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 4 | - 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 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 | - 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 7 | - 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 (Q234-Q239):
NEW QUESTION # 234
Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramify Y by 10% upon renewal.
Which two action should the admin take to ensure CPQ applies the correct price uplift?
Choose 2 answers
- A. Set the Renewal Pricing method on the Contract to Uplift
- B. Fill in the Appropriate Renewal Uplift Rate on each Subscription record.
- C. Fill in the appropriate Renewal Uplift Rate on each Quote Line record
- D. Set the Renewal Pricing Method on the Account to Uplift.
Answer: B,D
Explanation:
Requirement:
* Apply different uplift rates to Product Families X and Y upon renewal.
Solution Steps:
* Option A: Set the Renewal Uplift Rate on each Subscription record for Product Families X and Y.
* Option C: Configure the Account's Renewal Pricing Method as "Uplift" to enable uplift calculations during renewal.
Why Other Options Are Incorrect:
* B and D: These options fail to apply the correct rates at the Subscription or Product Family level.
Salesforce CPQ Reference:
* Uplift rates and Renewal Pricing methods are outlined in CPQ Renewal Configuration Guidelines .
NEW QUESTION # 235
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. Change the value of a field in the Calculating Fields Field Set.
- B. Create a new Lightning button to trigger recalculation.
- C. Create a Flow to trigger recalculation upon record save.
- D. Add the Calculate button to the quote layout.
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 # 236
A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets. How should the user achieve this?
- A. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.
- B. Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.
- C. Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price
- D. Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.
Answer: A
Explanation:
Requirement:
Amend an active contract and adjust prices for subscriptions and assets based on new discounts.
Solution:
Use the Amend Contract process.
Adjust prices for subscriptions or assets directly by modifying the Net Price or Price field. Use the Refresh Prices button to apply changes to the amended contract.
NEW QUESTION # 237
Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the Quote is another that hides prices when the Quote Primary checkbox is False.
Where should the admin reference the Primary checkbox field to set up this requirement?
- A. The Conditional Print Field of a Template Section for only price Line Columns
- B. The Hide Group Subtotals Field on the Quote Template
- C. The Conditional Print Field for each price Line Column
- D. The Hide Totals Field on the Quote Template
Answer: A
Explanation:
Requirement Overview:
* Show or hide price-related data in the Quote PDF based on the Primary Checkbox field value.
Solution Details:
* The Conditional Print Field on Template Sections enables dynamic visibility.
* Add the Primary Checkbox as a reference in the Conditional Print Field for the section containing price- related columns.
Steps to Configure:
* Navigate to the Quote Template.
* Locate the section containing price-related data.
* Set the Conditional Print Field to reference the Primary Checkbox.
Validation:
* Generate PDFs with the Primary checkbox set to both True and False and confirm the expected visibility of pricing data.
NEW QUESTION # 238
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options. What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration? Choose 3 answers
- A. Change Option Layout to Tabs on the bundle Product.
- B. Change Enable Large Configuration to True on the bundle Product.
- C. Group the Product Features of the bundle into tabs using the Category field.
- D. Set System to True on the Product Options to be excluded from the Configurator.
- E. Set Option Selection Method to Add on the Product Features.
Answer: A,C,E
Explanation:
Requirement Overview:
Reduce scrolling in the configurator for a bundle with many Features and Options.
Solutions:
A). Option Selection Method = Add: Allows users to select options from a pop-up window instead of scrolling through the configurator.
D). Group Features into Tabs: Use the Category field to group Features into tabs for easier navigation.
E). Option Layout = Tabs: Configure the bundle to display Options in a tabular format, reducing scrolling.
Steps to Configure:
Set the Option Selection Method to Add on relevant Product Features. Populate the Category field on Product Features to group them into tabs. Change the Option Layout on the bundle Product to Tabs.
Validation:
Test the configurator to ensure the layout reduces scrolling and improves usability.
NEW QUESTION # 239
......
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