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Salesforce CPQ-Specialist Exam is a certification exam designed for sales professionals who specialize in configuring, pricing, and quoting products and services using the Salesforce CPQ (Configure, Price, Quote) platform. CPQ-Specialist exam is designed to test the candidate's knowledge and skills in using Salesforce CPQ to streamline sales processes and improve sales efficiency. CPQ-Specialist exam consists of 60 multiple-choice questions and is timed at 105 minutes. Candidates must achieve a minimum passing score of 65% to earn the Salesforce Certified CPQ Specialist certification.
To become a Salesforce CPQ-Specialist, you must pass the Salesforce CPQ-Specialist Certification Exam. CPQ-Specialist exam consists of 60 multiple-choice questions and you have 105 minutes to complete it. CPQ-Specialist exam is proctored and can be taken online or at a testing center. The passing score for the exam is 65%, and you can retake the exam after 15 days if you do not pass it on your first attempt.
Salesforce CPQ-Specialist certification exam consists of 60 multiple-choice questions, and candidates have 105 minutes to complete the exam. CPQ-Specialist exam tests various skills, such as product configuration, pricing and discounting, quote generation, and contract management. Candidates need to score at least 65% to pass the exam and get certified.
NEW QUESTION # 14
When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Apply Immediately has been set on Product Option A. Which settings should be used on the Price Rule to meet these requirements?
- A. Evaluation Scope = Calculator
Calculator Evaluation Event = Save - B. Evaluation Scope = Calculator
Calculator Evaluation Event = Edit - C. Evaluation Scope = Configurator
Configurator Evaluation Event = Save - D. Evaluation Scope = Configurator
Configurator Evaluation Event = Edit
Answer: B
NEW QUESTION # 15
The Admin wants to ensure that within one bundle. Products A and B cannot both be added to the quote. During Configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than product B.
Which setup should the Admin use to meet these requirements?
- A. A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product B.
- B. A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.
- C. A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.
- D. Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.
Answer: A
NEW QUESTION # 16
"UC wants to default information on the Quote Line from a Product field.
How should this information be transferred?
- A. Create Price Rule that stores the Product field's value in the Quote Line field.
- B. Create two fields with the same API name and type on the Product Quote Line."
- C. Create a Workflow Rule that stores the Product field's value in the Quote Line field.
- D. Create a cross-object formula field that stores the Product Field's value in the Quote Line field
Answer: B
NEW QUESTION # 17
"When configuring a bundle, Universal Containers users must select Product B and Product C in order to add Maintenance Product A. How should the CPQ Admin set this up to meet the requirement?
Choose one answer
- A. Create a ""Dependency"" Option Constraint for Product B and an ""Exclusion"" Option Constraint for Product
- B. Create two ""Exclusion"" Option Constraints for Products B and C and have Product A as the constrained option for both Option Constraints.
- C. Create two ""Dependency"" Option Constraints for Products B and C and have Product A as the constraining option for both Option Constraints."
- D. Create an Option Constraint Group ""Maintenance"" to require that Product A can only be selected when Products B and C are selected.
Answer: D
NEW QUESTION # 18
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. Add the name of the lookup field into the Line Editor Field Set on the Quote object.
- B. Create a twin field on the Campaign object using the same API name as the lookup field.
- C. Create and populate a Field Set on the Campaign object named CPQ_Lookup.
- D. Add the lookup field to the Quote Line page layout.
Answer: C
NEW QUESTION # 19
The sales reps at Universal Containers want the Quote Line Editor to always display the column headers and the Quote Total on the desktop user interface, regardless of how many Quote Lines are present.
How can an admin meet the requirement?
- A. Enable Large configurations to freeze the Total and Column Headers.
- B. Enable the Group Line items checkbox on the Quote to be checked by default.
- C. Enable Large Quote Experience to freeze the Total and column headers.
- D. Enable Compact Mode so all of the Quote Lines fit on the screen at once.
Answer: C
NEW QUESTION # 20
Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor.
Which Salesforce CPQ functionality will satisfy this requirement?
- A. Product Rules of filter type
- B. Custom page security plug-In script
- C. Custom Action with Search Filter
- D. Price Rules
Answer: C
NEW QUESTION # 21
An Admin has set up option constraints in the Universal Container sandbox where Product A depends on the selection of Product B. During testing, it is determined that Product A can be selected regardless of whether Product B has been selected or not. Why is this happening?
- A. Product A was set up as the Constrained Option.
- B. Product B was set up as the Constraining Option.
- C. The Option Constraint was set up with type "Dependency."
- D. The Option Constraint has not been activated.
Answer: D
NEW QUESTION # 22
Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below. Product A is an option in a bundle and has a list price of $100.
Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is applicable?
- A. $1,125.00
- B. $1,350.00
- C. $1,320.00
- D. $1,275.00
Answer: D
Explanation:
Scenario Breakdown:
* Product A has a base list price of $100.
* A quantity of 15 is entered on the quote.
* Gold Hardware Maintenance Discount applies because contracted pricing is enabled.
* Discount for the quantity range (11-20) is 15% (as shown in the table).
Net Price Calculation:
* List Price = $100
* Discount = 15%
* Quantity = 15
* Net Total Price = $100 × 15 × (1 - 0.15) = $1,275.
Justification for Selected Discount:According to Salesforce CPQ guidelines, when contracted pricing applies, it takes precedence over other Discount Schedules. The Gold Discount Schedule is therefore applied.
Testing and Validation:Test the configuration using a sample quote to ensure the correct schedule is applied and the net total price matches the expected value.
NEW QUESTION # 23
An admin has created a Small Business Bundle product with List Price = $5.00 with these Product Options:
If a user adds this bundle and saves it without making changes to the configuration, what will the Package Total be on the Small Business Bundle parent product Quote Line?
- A. $37.50
- B. $17.50
- C. $5.00
- D. $25.00
Answer: D
Explanation:
Bundle Configuration:
* Small Storage Container (Option 1): $2.00 × 10 = $20.00
* Shipping (Option 4): $7.50 (bundled).
* Other Options (Option 2 and Option 3):
* Medium Storage Container: Not selected.
* Custom Box Label: Not selected.
Calculation:
* Bundle Parent Product Price: $5.00
* Total Price: $5.00 (bundle) + $20.00 (Option 1) + $7.50 (Option 4) = $25.00 Why Other Answers Are Incorrect:
* A: Ignores bundled Option 4 price.
* C: Includes non-selected options in the total.
* D: Excludes all Option prices, which is inaccurate.
Salesforce CPQ Reference:
* Bundling logic and pricing are covered under Bundle Configuration Guidelines .
NEW QUESTION # 24
What is the only proper example of how to format for inserted merge data into output document template content?
- A. {SBQQ__ExpirationDate__c}
- B. [SBQQ__ExpirationDate__c]
- C. {Iquote.SBQQ__ExpirationDate__c}
- D. IQuote__r. Expiration Date__c
Answer: C
NEW QUESTION # 25
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 Product field Asset Amendment Behavior picklist to Allow Refund.
- D. Set the Account field Renewal Model to Asset Based.
Answer: C
NEW QUESTION # 26
Universal Containers has a product that can either be sold In increments of one year or can be purchased by customers and priced per month until the customer cancels their subscription.
Which two actions should the admin take to set this product up so it can be renewed or last perpetually?
Choose 2 answers
- A. Expose the Subscription Type field in the Quote Like Editor, allowing sales reps to choose between Renewable and Evergreen.
- B. Set the product up to use the Renewable value in the Subscription Type field.
- C. Expose the Default Subscription Term field in theOuote Line Editor, allowing the sales reps to choose between selling monthly or annually.
- D. Set the product up to dfe the Renewable/Evergreen value in the Subscrlption Type field.
Answer: C,D
Explanation:
Requirement Overview:
* A product needs to support both renewable subscriptions (annual) and evergreen subscriptions (monthly, lasting perpetually).
Solution:
* C. Renewable/Evergreen: Set the Subscription Type field to Renewable/Evergreen to support both behaviors.
* D. Default Subscription Term: Allow sales reps to define whether the subscription is sold monthly or annually by exposing the Default Subscription Term field in the Quote Line Editor.
Steps to Configure:
* Navigate to the Product Record.
* Set the Subscription Type to Renewable/Evergreen.
* Add the Default Subscription Term field to the Quote Line Editor Field Set.
Validation:
* Confirm that sales reps can toggle between selling the product monthly or annually.
NEW QUESTION # 27
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. Renewal Quote Line values are automatically mapped from original Quote Lines.
- B. A custom formula field should look up through the SBQQ_Source_c Quote Line lookup to the original Quote Line.
- C. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.
- D. A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.
Answer: C
NEW QUESTION # 28
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: B
NEW QUESTION # 29
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
- A. Bundled
- B. Required
- C. Quantity Editable
- D. Selected
Answer: A
NEW QUESTION # 30
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 Configuration Attribute value. Set the process to trigger upon new record creation.
Answer: D
NEW QUESTION # 31
If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure that another manager will receive Approval requests during the period in which the original manager is absent?
- A. On the original manager's Approver record, reference a different manager's Approver record inthe Next Approver lookup field. Clear the Next Approver lookup field once the original managerreturns from leave.
- B. Create an Approval Rule with an Effective Start Date and Effective End Date spanning theabsence.
Populate the Approver field of the rule with the substitute Approver, then add the rule tothe existing Approval Chain as the first step. - C. On the original manager's Approver record, set the Delegated Approver lookup field toreference a different manager's Approver record, and set the Delegation End field for the date ofthe original manager's return.
- D. Create a new Approver record, with the Group ID field set to the ID of a Public Group thatcontains all of the managers. On the original manager's Approver record, click the Replace buttonand select the new Approver record.
Answer: C
Explanation:
Requirement:
* Ensure approval requests are routed to a substitute manager during the original manager's absence.
Solution:
* The Delegated Approver lookup field on the Approver record allows the admin to specify a temporary approver.
* Setting the Delegation End field ensures the delegation automatically ends upon the original manager's return.
Why Other Options Are Incorrect:
* A: Using the Next Approver field for temporary delegation is not the intended functionality.
* B: Creating an Approval Rule with start and end dates is overly complex and unnecessary.
* D: Replacing the original Approver record risks permanent changes and is not recommended for temporary delegation.
Salesforce CPQ Reference:
* Delegated Approval Settings are documented under Advanced Approvals Configuration Guidelines .
NEW QUESTION # 32
The admin at Universal Containers wants to add some Maintenance and some 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 bundle to meet both requirements?
- A. Create two Product Features: Maintenance and Support. The Support Feature should have a lower value in the Number field.
- B. Create two Product Options: Maintenance and Support. The Maintenance Option will always display first, due to alphabetical ordering.
- C. Create two Product Options: Maintenance and Support. The Support Option should have a lower value in the Number field.
- D. Create two Product Features: Maintenance and Support. The Maintenance Feature will always display first, due to alphabetical ordering.
Answer: A
Explanation:
To display Maintenance and Support products in separate sections, the admin must create Product Features, as features define sections in the CPQ configurator. To control the order (Support above Maintenance), the
"Number" field on the Product Feature determines the sequence, with lower values appearing first. Option B correctly specifies two features (Maintenance and Support) and assigns a lower Number to the Support Feature, ensuring it displays above Maintenance. Option A relies on alphabetical ordering, which doesn't guarantee Support above Maintenance (e.g., "M" precedes "S"). Options C and D use Product Options, which don't create sections-only features do-and thus fail the separate-sections requirement. Salesforce CPQ documentation confirms feature ordering via the Number field.References: Salesforce CPQ Documentation -
"Product Features" and "Configuring Bundles".
NEW QUESTION # 33
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. Set System to True on the Product Options to be excluded from the configurator.
- D. Set Option Selection Method to Add on the Product Features.
- E. Group the Product Features of the bundle into tabs using the category field.
Answer: B,C,E
NEW QUESTION # 34
Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?
- A. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
- B. A Price Rule is firing On Calculate and changing the Effective Quantity.
- C. The Revised Quantity has been set on the Subscription record.
- D. The Products have a Discount Schedule and Cross Order is not selected.
Answer: D
Explanation:
* Background Context:When amending a contract in Salesforce CPQ, issues with net pricing arise if the amendment impacts existing subscription products. Subscription products often rely on Discount Schedules for calculating discounts, especially when quantity changes. The "Cross Order" field on Discount Schedules ensures discounts account for cumulative quantities across multiple orders or contracts.
* Problem Analysis:
* The reported issue involves incorrect net pricing specifically when the quantity of existing products is adjusted during contract amendments.
* This aligns with the functionality of Discount Schedules, where the total quantity determines the discount applied. Without "Cross Order" enabled, Salesforce CPQ considers only the current order's quantities rather than aggregating across orders.
* Root Cause Identification:
* Discount Schedule and Cross Order:If the Discount Schedule associated with these products does not have "Cross Order" enabled, any amendments won't consider cumulative quantities.
Instead, the system recalculates based on only the new or adjusted quantities, leading to incorrect net pricing.
* Supporting Evidence:
* Salesforce documentation highlights that Cross Order must be selected in the Discount Schedule for accurate discount calculations across multiple orders or contracts. Otherwise, amendments operate in isolation.
* The feature ensures that ongoing contracts retain accurate pricing based on total historical quantities.
* Recommended Resolution:
* Navigate to the Discount Schedule associated with the affected products.
* Verify and enable the Cross Order checkbox:
* Go to Setup > Discount Schedules.
* Locate the relevant Discount Schedule.
* Edit the schedule and enable Cross Order.
* Test the functionality by amending the contract and verifying the net pricing calculations.
* Preventative Actions:
* For all subscription-based products relying on Discount Schedules, ensure Cross Order is enabled during initial configuration.
* Provide training to Salesforce CPQ admins to understand the implications of Discount Schedule settings on pricing.
By following these steps and verifying the Discount Schedule configuration, the issue can be resolved, ensuring consistent and accurate net pricing during contract amendments.
NEW QUESTION # 35
Universal Containers has the following Discount Schedule attached to product L. Product L is a Product Option for two bundles, A and B. A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being discounted using the second tier in the table above. Which two actions allow both Product Options to be discounted using the first tier?
- A. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle.
- B. Apply a separate discount schedule to the Product Option records in each Bundle.
- C. Change the Product Option Type for Product L to Related Product in both Bundles.
- D. Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products.
Answer: A,D
NEW QUESTION # 36
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. Set the Default field on the Add Products Custom Action to TRUE.
- B. Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.
- C. Create a Filter Product Rule and Product Action with Type set to Optional Filter.
- D. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
Answer: B
NEW QUESTION # 37
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