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Salesforce CPQ-Specialist Exam Overview:

Aspect Details
Exam Name Salesforce CPQ-Specialist Exam
Exam Cost $200 USD
Total Time 105 minutes
Available Languages English, Japanese, Spanish, Brazilian Portuguese
Passing Marks 65%
Prerequisites None
Format Multiple-choice questions
Registration Through Salesforce website

Salesforce Certified CPQ Specialist Exam Topics Breakdown

Domain Weight Description
Domain 1: CPQ Fundamentals 18% Understanding basic CPQ functionalities
Domain 2: Product Configuration 20% Knowledge of product configuration
Domain 3: Pricing & Quoting 24% Pricing methodologies and quoting process
Domain 4: Contract Management 15% Understanding contract management
Domain 5: Renewals & Amendments 13% Knowledge of renewals and amendments
Domain 6: Approvals & Processes 10% Understanding approval workflows

Salesforce CPQ-Specialist Frequently Asked Questions

Salesforce CPQ-Specialist Sample Question Answers

Question # 1

A. Option Constrain Group should be populated.
 B. Check Prior purchases should be set to False. 
C. type should be dependency. 
D. The Active checkbox should be set to True. 

Question # 2

In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule? 

A. One or more Price Condition records use a formula that references a non-CPQ object field. 
B. One or more Price Condition records have a lookup to a Summary Variable. 
C. The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions. 
D. The Price Rule uses a custom lookup object to store key-value pairs for price Conditions. 

Question # 3

Universal Containers has two products: • C-STOR-L, which Is a Large Storage Container. • C-LID-L, which is a Lid for a Large Storage Container. These are Product Options within the same bundle. C-STOR-L is required before C-LID-L is selected in the bundle. The admin wants to create an Option Constraint. Which field should C-LID-L be stored in to meet this requirement? 

A. Constrained Option 
B. Optional SKU 
C. Constraining Option 
D. Configured SKU 

Question # 4

Universal Containers has a Quote that contains a Quote Line associated to an Asset Product in addition to another Quote Line. Which property must be present on the additional Quote Line to create a Subscribed Asset at the time of Contract generation?

A. Subscription Pricing equals Percent Of Total 
B. Pricing Method equals Percent Of Total 
C. Package equals True 
D. Bundled equals True 

Question # 5

An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of “starts with”. If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen? 

A. Sales reps can replace the text, but are unable to leave the required field blank. 
B. Sales reps can change the operator from “starts with” to “contains”. 
C. Sales reps can see the filter, but are unable to alter the filter text. 
D. Sales reps can delete the text to ignore the filter. 

Question # 6

A bundle has a Product Option with the Quantity Editable field set to FALSE However, the user can still change the quantity during configuration and save the new value to the Quote Line Editor. Which property of the Product Option allows for this scenario? 

A. Required = FALSE 
B. Min Quantity = 1 
C. Quantity = NULL 
D. Type = Related Product

Question # 7

The Admin at Universal Containers recently created a new custom field referenced on the Target Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price Action failed to populate the custom field. The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate. How can the Admin ensure this custom field can be referenced by the calculator? 

A. The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules. 
B. Revoke the Advanced Calculator and re-authorize the Calculation Service. 
C. Rename the custom field label, then recreate the Price Action to reference the new field label. 
D. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date. 

Question # 8

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. Validation 
B. Filter 
C. Alert 
D. Selection 

Question # 9

Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products. How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions?

 A. Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True. 
B. Remove the Subscription flag from the Product’s Search Filters Field Set. 
C. Remove the Subscription flag from the Product’s Search Results Field Set. 
D. Set the Filter Value on the Add Subscriptions Search Filter to Hidden. 

Question # 10

A. Set the Product's Pricing Method = List and Create Block Prices. 
B. Set the Product's Pricing Method = Block and Create Block Prices 
C. Create a Discount Schedule with Type = Range and Discount Unit = Price. 
D. Create a Discount Schedule with Type = Slab and Discount Unit = Amount. 

Question # 11

Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote. How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal?

A. Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions. 
B. Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets. 
C. Create a Twin Field of the Square Footage field on the Quote Line object. 
D. Create a Twin Field of the Square Footage field on the Asset and Subscription objects. 

Question # 12

What is the correct order of data import to load Quote Template in CPQ? 

A. Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions 
B. Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions 
C. Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions 
D. Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions 

Question # 13

A sales rep at Universal Containers is adjusting pricing for a subscription Product on a new business Quote. The Subscription Term is 24 months. The Product's Default Subscription Term is 12 months. The Quantity Is 10. The List Unit Price is $120. If a 10% Volume Discount, 20% Additional Discount, and 5% Partner Discount are applied, what are the values at each step in the standard price waterfall7

A. • Regular Unit Price: S108.00 • Customer Unit Price: S168.00 • Net Unit Price: $156.00 
B. Regular Unit Price: $216.00 • Customer Unit Price: S168.00 • Net Unit Price: $156.00 
C. • Regular Unit Price: $108.00 • Customer Unit Price: S86.40 • Net Unit Price: $82.08 
D. • Regular Unit Price: $216.00 • Customer Unit Price: $172.80 • Net Unit Price: $164.16

Question # 14

Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message? 

A. Create a twin field on the Campaign object using the same API name as the lookup field. 
B. Create and populate a Field Set on the Campaign object named CPQ_Lookup. 
C. Add the name of the lookup field into the Line Editor Field Set on the Quote object. 
D. Add the lookup field to the Quote Line page layout. 

Question # 15

Universal Containers is utilizing Lookup Price Rules to pull Daily Rate values from the Rental Rates object. After activating the Price Rule, the admin notices the Daily Rate value remains blank, but the user is still able to save the quote. Which aspect of the Price Rule should the admin review to identify the underlying issue? 

A. Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately. 
B. Confirm the Conditions of the Price Rule are configured accurately based on expected behavior, 
C. Confirm the Tested Field(s) referenced In the Lookup Queries of the Price Rule exist on the Lookup object. 
D. Confirm the Lookup Queries of the Price Rule are configured to pull only a single referenced value from the Lookup object. 

Question # 16

What does a user need to do before co-terminating a new quote with an existing contract? 

A. Set the Contract's Master Contract field to TRUE and ensure the new Quote has Contracted Method * "Single Contract". 
B. Select "Single Contract" for Contracting Method on the original Quote, and Contract CoTermination "Always" on the Account 
C. Set Preserve Bundle Structure to TRUE in the managed package settings and on the Account from which the user creates the Quote. 
D. Ensure the Account has active Contracts and uses Contract Co-Termination = "Prompt" and Co-Termination Event = "Add-On’’. 

Question # 17

The Admin at Universal Containers wants to add Maintenance and 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 Product to meet both requirements? 

A. Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. 
B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the “Number” filed. 
C. Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. 
D. Create two Product Options, Maintenance and Support. The Support option should have a lower value in the “Number” field. 

Question # 18

An Admin has pasted the Salesforce ID of an image into the Watermark ID field of a Quote Template, but the watermark image is absent from the rendered Document. What is preventing the watermark from appearing?

A. The Quote’s Status field is equal to Approved. 
B. The Watermark Shown Quote field is unchecked. 
C. The Opportunity’s Stage field is equal to Closed/Won. 
D. The image file type is PNG. 

Question # 19

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 Product A to the Product lookup on the Discount Schedule. 
B. Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account. 
C. Create a Discount Schedule and add it to the Discount Schedule field on Product A. 
D. Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule. 

Question # 20

At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates. At the same time, the Account Management team wants to ensure that all items from one order appear on one contract. What are two ways the CPQ specialist can meet these requirements' Choose 2 answers 

A. Set Order Product Date to Today when the record is created using Process Builder. 
B. Set Contracting Method on the Order to Single Contract. 
C. Set package Default Order Start Date to Today. 
D. Set Quote Contracting Method to By Subscription End Date. 

Question # 21

A user has created an Amendment Quote. Opportunity Product records were created for only some Quote Lines. What are two reasons that could explain this behavior? Choose 2 answers 

A. Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0. 
B. The Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings. 
C. The Price Book Entry of the Product has been set to Inactive. 
D. The Exclude from Opportunity checkbox on the Product has been set to TRUE. 

Question # 22

When initially configuring a bundle, all Product Options are visible. A Configuration Attribute combined with a Product Rule is used to hide or show Product Options depending on the value of the Configuration Attribute. The initial configuration was successful, but a user has reported that upon bundle reconfiguration, all Product Options are visible. The Configuration Attribute retains the value that was set initially. What should the admin do to resolve the issue? 

A. Change the Evaluation Event of the Product Rule to Load. 
B. Ensure that Apply to Product Options is set to TRUE on the Configuration Attribute.
C. Ensure that Apply Immediately is sc. 
D. Change the Evaluation Event of the Product Rule to Always. 

Question # 23

"UC has a bundle that has a set price regardless of the number of Product Options that are included in the bundle. Any of the Product Options selected must show on the Quote Line Editor with: : A List Price of,lncluded.nM : A Net Price of SO, since it is included with the bundle's price. How should the Admin set up the bundle to meet this requirement? 

A. Select the Required checkbox on the Product Options. 
B. Select the Selected checkbox on the Product Options. 
C. Set the Unit Price on the Product Options to be $0." 
D. Select the Bundled checkbox on the Product Options. 

Question # 24

A sales rep at Universal Containers Is configuring an amendment Quote. The original Quote featured a single annual Subscription with a Net Unit Price of $600, a Quantity of 10, and a Subscription Term of 24 months. Ten months into the term of the Contract, the sales rep wants to issue a prorated refund for the original purchase and quote a new, more expensive Subscription In its place. Using the standard price waterfall, what is the expected Net Total of the amended Subscription once the Quantity is set to cr 

A. -S2S0 
B. -$2,500 
C. -$350 
D. -$3,500 

Question # 25

Universal Containers wants to quote a product that will persist until the customer cancels the subscription. How should the admin set up this product so all downstream processes create perpetual subscriptions? 

A. Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines. 
B. The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring. 
C. The sales rep should create a Quote without an end date or a subscription term associated with it. 
D. The value Evergreen should be put into the Subscription Type field on the Product. 

Question # 26

A Universal Containers User states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the Admin check to ensure the Configuration Attribute value is properly saved? 

A. A twin field must be created on the Quote object. 
B. A twin field must be created on the Product Option object. 
C. A twin field must be created on the Product object. 
D. A twin filed must be created on the Quote Line object. 

Question # 27

Universal Containers has an add-on Product that can only be sold as part of bundles. Which two steps should the admin take to meet this requirement? Choose 2 answers 

A. Create a Product Option record referencing the add-on Product for each bundle. 
B. Set the Customer Community Availability pick list on the add-on Product to Never, 
C. Create a Product Feature record referencing the add-on Product. 
D. Set the Component checkbox to True on the add-on Product record. 

Question # 28

The admin decides to use a Price Rule to set a default 10% discount on Product A if a client has already purchased this item. Product A is an Asset product. The admin has already created Price Conditions to target Quote Lines for Product A and the appropriate Actions to apply the 10% discount. Which Summary Variable and Price Condition are needed to apply this Price Rule to Quote Lines for Product A. the item the customer purchased previously' 

A. Create a Summary Variable summing the Quantity field on Asset records for Product A and create a Price Condition verifying that the Summary Variable is greater than the value 0. 
B. Create a Summary Variable summing the Quantity field of Product A from Quote Lines and create a Price Condition verifying that the Summary Variable is greater than the value 1. 
C. Create a Summary Variable counting the Asset records for Product A and create a Price Condition verifying that the Quantity field on the Quote Line is greater than the Summary Variable. 
D. Create a Summary Variable counting the Asset records for Product A and create a Price Condition with the Tested Field value set to Quantity and the Tested Object value set to Asset is greater than the value 0.

Question # 29

Universal Containers has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the Net Price of all Shipping Container products added to the Quote. When generating a partial Order via the Create Order button, the Admin notices the Standard Warranty was absent from the Order Product selection page. What should the Admin do to allow the Standard Warranty product to create an Order Product? 

A. Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date. 
B. Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order. 
C. Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote. 
D. Set the Product Family picklist on the Standard Warranty product’s Product record to Services. 

Question # 30

Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes. How should the Admin set up this data flow? 

A. A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line. 
B. Renewal Quote Line values are automatically mapped from original Quote Lines. 
C. A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line. 
D. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines. 

Question # 31

Universal Containers has a customer account with specific pricing. Which two individual actions could the Admin take to set up a Contracted Price for this customer? 

A. Add a partner to the Partner on the Quote record. 
B. Create a Contracted Price record related to an Account record. 
C. Populate the Generate Contracted Price field on a Quote record. 
D. Generate a Contracted Price via the Contracted checkbox on the Quote record 

Question # 32

Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval. Which Approval type best suits UC’s needs? 

A. Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel.
B. Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel. 
C. Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel. 
D. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel. 

Question # 33

An admin has created their first two Search Filters, One filter is based on Product Code and Hidden = FALSE. The other filter is based on Product Family and Hidden + TRUE. If the admin leaves Product Code, product Name, and product Family in the Search Filters field set, what appears in the filter pane? 

A. Product Code appears twice; product Name and product Family appear once. 
B. Only Product Code appears. 
C. Product Code appears twice; product Name appears once 
D. Only Product Name and Product Code appear. 

Question # 34

UC sells Product A with a tiered pricing model using a discount schedule with three discount tiers. They signed an agreement with their client ACME Tools that give this client a 50% discount on Product A with a flat rate for next calendar year. Which set of actions would meet these requirements? 

A. Create a price book specific to ACME Tools with a price book entry at half the price for Product A and create a workflow rule that assigns this price book to all opportunities for ACME Tools." 
B. Create a price rule that clears the discount schedule and injects 50% into the Additional Discount field on the quote lines for Product A when the account associated with the quote is ACME Tools. 
C. Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record. 
D. Create a price rule that applies the 50% discount to the list price and injects it into the Customer Price field on the quote line when the account associated with the quote is ACME Tools. 

Question # 35

An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted. Which setting should the Admin change to meet the business requirement?

A. Set the Product field Asset Conversion picklist to One per Unit. 
B. Set the CPQ Package setting Renewal Model to Asset Based. 
C. Set the Account field Renewal Model to Asset Based.
 D. Set the Product field Asset Amendment Behavior picklist to Allow Refund. 

Question # 36

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 two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE. 
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 custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist for the Additional Discount Line Column. 
D. Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c and display it in the Quote Line Editor. 

Question # 37

An Admin at Universal Containers has hidden the prices of Products on the Configure Products page. How should the Admin make the prices visible again? 

A. Go to the Product Option object’s Unit Price field and add visibility to its Field-level security. 
B. Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.
C. Go to the Product Option record and check if the Default Pricing Table field is set to Standard. 
D. Go to the Product Option record and check if the Price Editable field is False. 

Question # 38

"UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote. Which two represent a valid configuration to meet this requirement? Choose 2 answers 

A. Pricing Method set to Percent of Total and Subscription Pricing blank 
B. Pricing Method set to Custom and Subscription Pricing set to Custom" 
C. Pricing Method set to Percent of Total and Subscription Pricing set to Custom 
D. Pricing Method set to List and Subscription Pricing set to Percent of Total 

Question # 39

A. $1,050.00 
B. $1,725.00 
C. $1,700.00 
D. $1,575.00 

Question # 40

Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example, buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable.

A. Set Pricing Method to Fixed Price on the Product record. 
B. Set Non-Discountable to True on the Product record. 
C. Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier. 
D. Set Pricing Method to Block on the Product record.
 E. Create Block Pricing records on the Product for each quantity tier with a different discount for each tier. 

Question # 41

Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly. Which strategy should UC apply? 

A. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE. 
B. Create a Filter Product Rule and Product Action with Type set to Optional Filter. 
C. Set the Default field on the Add Products Custom Action to TRUE. 
D. Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object. 

Question # 42

A customer is implementing CPQ to support two languages. Which two portions of text can be translated using the Salesforce CPQ localization object? Choose 2 answers 

A. Picklist values in the Product Family field on the Product object 
B. Configuration Attribute picklist values 
C. The Feature Name field on the Configure Products page 
D. HTML Template Content in the Quote document 

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