Certified CPQ Specialist v1.0 (Certified CPQ Specialist)

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Total 245 questions

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


Answer : B

An Admin created a dynamic bundle and needs a Product Rule to limit which products users see when configuring the bundle.
Which type of Product Action should the Admin create to ensure that only a specific set of products may be selected for the dynamic bundle?

  • A. Show
  • B. Enable
  • C. Optional Filter
  • D. Default Filter


Answer : C

An Admin is setting up multiple Option Constraints. When configuring the bundle, a user should be unable to select Product B unless the user has also selected Product A.

What are two steps the Admin must take to set up the Option Constraint? (Choose two.)

  • A. The Active checkbox should be set to True.
  • B. Type should be Dependency.
  • C. Check Prior Purchases should be set to False.
  • D. Option Constraint Group should be populated.


Answer : AB

In what way does Smart Approvals expedite the approval process?

  • A. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
  • B. Quotes with multiple steps in the approval chain go directly to the highest approver required.
  • C. Quotes within defined thresholds will be automatically approved.
  • D. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.


Answer : B

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.

Which three steps should the Admin take to set up this pricing? (Choose three.)

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


Answer : BDE

Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price.
Which CPQ package settings should UC use to meet the business requirement?

  • A. Subscription Term Unit: Month
    Subscription Prorate Precision: Month
  • B. Subscription Term Unit: Day
    Subscription Prorate Precision: Day
  • C. Subscription Term Unit: Month
    Subscription Prorate Precision: Monthly + Daily
  • D. Subscription Term Unit: Month
    Subscription Prorate Precision: Day


Answer : C

A customer is implementing CPQ to support two languages.
Which two portions of text can be translated using the Salesforce CPQ Localization object? (Choose two.)

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


Answer : AB

Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based on the Start Dates.
How can a CPQ Specialist meet this business requirement?

  • A. Set both the Order by Quote Line Group and Ordered checkboxes to True.
  • B. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
  • C. Separate Quotes must be created for each unique Start Date.
  • D. Set the Order By picklist on the Quote to SBQQ_StartDate_c, and the Ordered checkbox to True.


Answer : A

Universal Containers (UC) is planning to end-of-life a subscription Product by preventing any new sales of the Product. UC wants to allow renewals if a customer has already purchased the Product.
How can the Admin meet this requirement?

  • A. Delete the Product so it is unavailable for new business Quotes.
  • B. Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product lookup.
  • C. Deactivate the Product since CPQ allows inactive Products to be renewed.
  • D. Create an end-of-life checkbox on the Product, then create a Search Filter to exclude any Product marked end-of-life from Product Selection.


Answer : A

When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? (Choose two.)

  • A. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
  • B. Enable Allow Multiple Orders from a checkbox on the Quote.
  • C. Set the Order By field on the Quote Line to Product Family.
  • D. Set the Order By field on the Quote to Product Family.


Answer : AC

Universal Containers wants to update a custom Quote Line field within the Quote Line Editor with a value of Low, Medium, or High to categorize the margin of each Quote Line.
Which approach should the CPQ Specialist recommend to meet this business requirement?

  • A. A Process Builder on the Quote Line to update the picklist field
  • B. A Price Rule with the Calculation Event of On Initialization to update the picklist field
  • C. A Price Rule with the Calculation Event of After Calculate to update the picklist field
  • D. A Workflow Rule and field update on the Quote Line to update the picklist field


Answer : C

Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin configure the Shipping Plus Product record to meet this requirement?

  • A. Set the Product's Sort Order as the only null Sort Order of any Product.
  • B. Set the Product Code as the first alphabetically of any Product's Product Code.
  • C. Set the Product's Product Code as the only null Product Code of any Product.
  • D. Set the Sort Order as the lowest numerical value of any Product's Sort Order.


Answer : D

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? (Choose two.)

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


Answer : AB

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


Answer : A

Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?

  • A. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
  • B. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.
  • C. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
  • D. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.


Answer : D

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Total 245 questions