[2025] Pass Salesforce CPQ-Specialist Exam Updated 215 Questions
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NEW QUESTION # 31
The Admin wants to display specific customer information from the Account object onto the output document. Which object should this information be referenced on to be pulled into an HTML Template Content record?
- A. Quote
- B. Quote Line
- C. Opportunity
- D. Template
Answer: A
NEW QUESTION # 32
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 twin field should be created on both the Asset and Subscription objects to bring back to Renewal 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 custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.
Answer: B
NEW QUESTION # 33
Universal Containers wants to have quantity requirements for certain Product Options in a bundle. The Product Option's quantity must be multiplied by the quantity of the bundle product.
How should the Admin set this up in the bundle to meet the requirement?
- A. Select the Bundled checkbox on the Product Option.
- B. Select Component as the Type field on the Product Option.
- C. Select the Multiplier checkbox on the Bundle.
- D. Select the Quantity Editable checkbox on the Product Option.
Answer: B
NEW QUESTION # 34
Universal Containers (UC) sells its Products in three currencies: USD, GBP, and EUR. UC wants to make a renewable Support SKU available for selection in only USD and EUR and has completed the necessary configuration and/or record creation to support the behavior.
What is the expected behavior when a user attempts to add the Support SKU to a Quote in each currency?
- A. * USD: Product is unavailable In Product Selection
* GBP: Product is unavailable In Product Selection
* EUR: Product is unavailable in Product Selection - B. * USD: Error presented to User in Product Selection
* GBP: Error presented to User In Product Selection
* EUR: Error presented to User in Product Selection - C. * USD: Added to Quote at Pricebook Entry's Ust Price
* GBP: Added to Quote with 0 List Price
* EUR: Added to Quote at Pricebook Entry's List Price - D. * USD: Added to Quote at Pricebook Entry's List Price
* GBP: Product is unavailable in Product Selection
* EUR: Added to Quote at Pricebook Entry's List Price
Answer: D
Explanation:
Requirement:
* Ensure the Support SKU is available only in USD and EUR.
Expected Behavior:
* USD: The product is available and uses the Pricebook Entry's List Price.
* EUR: The product is available and uses the Pricebook Entry's List Price.
* GBP: The product is unavailable due to the absence of a Pricebook Entry in GBP.
Why Other Options Are Incorrect:
* A & D: These imply product unavailability in all currencies, which contradicts the configuration.
* B: GBP would not add the product with a zero List Price due to Pricebook Entry restrictions.
Salesforce CPQ Reference:
* Multi-currency behavior and product availability are documented under CPQ Pricing and Product Management .
NEW QUESTION # 35
Universal Containers has a multi-laver bundle with a Percent c# Total option In the first level. This Percer Total option's calculation should be based on other options en the same level.
How should the admin set this up?
- A. Set the percent of Total Scope field on the Product Option record to a value of Components.
- B. Set the percent of Total Category field on each Product in the bundle to the same value.
- C. Set the percent of Total Scope field on the product Option record to a value of package.
- D. Set the Percent of Total Scope field on the Product Option record to a value of Group.
Answer: A
NEW QUESTION # 36
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 Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.
- D. Automate setting the Renewal Quoted checkbox on the current Contract upon creation.
Answer: D
NEW QUESTION # 37
Universal Containers offers a maintenance subscription, Product B, that is based on the price of a separate platform license subscription, Product A.
The current configuration is:
Both Products are being quoted for a Term of 24 months. The List Unit Price for Product A is $200. The Net Total of Product A is $2,400.
What is the expected Net Total for Product B?
- A. $120, 00
- B. $24, 00
- C. $480, 00
Answer: B
NEW QUESTION # 38
An admin is working on a Primary Quote attached to an Opportunity. The nice Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synced to the Opportunity, 9nd aero emor messages are displayed.
Which three reasons explain why these Products failed to create Opportunity Products?
Choose 3 srewers
- A. Q Validation Rules on the Opportunity Product silently fail.D, Only Products with a price greater than zero sync to the Opportunity,
- B. Some Products we missing Rice Book Entries.
- C. Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-
- D. Exclude fror Opportunity is checked on die Product record.
Answer: A,C,D
Explanation:
Issue Analysis:
* Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.
Reasons for Failure:
* B: Products with an Effective Quantity of zero are excluded from syncing.
* C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.
* D: Products with a price of zero do not sync by default.
Why Other Options Are Incorrect:
* A: Missing Price Book Entries prevent quoting entirely, not syncing issues.
* E: The Exclude from Opportunity checkbox applies to the Product Option, not the syncing process.
Salesforce CPQ Reference:
* CPQ guidelines for syncing Quote Lines to Opportunity Products .
NEW QUESTION # 39
Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers:
If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21?
- A. $1,050.00
- B. $1,700.00
- C. $1,575.00
- D. $1,725.00
Answer: B
Explanation:
Scenario Breakdown:
* List Price = $100.00 per unit.
* Quantity = 21 units.
* Discount Schedule:
* First Level (1-11 units): 10% discount.
* Second Level (11-21 units): 25% discount.
* Third Level (21+ units): 50% discount.
Slab Discount Calculation:
* First Level (1-11 units):
* Price = $100 × 10 = $1,000
* Discount = 10% = $1,000 × 0.10 = $100
* Net = $1,000 - $100 = $900
* Second Level (11-21 units):
* Price = $100 × 10 = $1,000
* Discount = 25% = $1,000 × 0.25 = $250
* Net = $1,000 - $250 = $750
* Total Net = $900 + $750 = $1,700
Validation:This matches Salesforce CPQ's standard behavior for Slab Discount Schedules, where discounts are applied per tier.
NEW QUESTION # 40
Northern Trail Outfitters (NTO) has recently expanded abroad, and has implemented multi-language document generation to send quotes in multiple languages. An end-user has reported that although most of the document has been translated, the Product Family, which is shown for every Quote Line in the Line Items section. is always shown in English.
What should the NTO admin do to correctly implement the translation for the Product Family picklist field?
- A. Create a series of formula fields on the Product object, rendering the correct Product Family for every language.
- B. Refer to a Custom Metadata Type in the Output Document, which holds the translated values for each language of the picklist.
- C. Use the Translation Workbench to translate the label of each picklist value in the required languages.
- D. Use the CPQ Localization object and create a Localization value for Product Family.
Answer: C
NEW QUESTION # 41
Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group.
- A. Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.
- B. Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.
- C. Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.
- D. Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.
Answer: D
Explanation:
Requirement:
* Organize quoted products by project milestones and generate a separate Order for each Quote Line Group.
Solution:
* Use Salesforce automation to set the Order by Quote Line Group field on the Quote. This ensures the system generates separate Orders based on the grouping in the Quote Line Editor.
Why Other Options Are Incorrect:
* B: Relying on notes is manual and error-prone, lacking automation for generating separate Orders.
* C: Validation Rules prevent specific actions but do not help organize Orders by Quote Line Group.
* D: Custom picklist fields are unnecessary when Order by Quote Line Group exists as a standard feature.
Salesforce CPQ Reference:
* The Order by Quote Line Group feature is outlined in Order Management Configuration .
NEW QUESTION # 42
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. Set the product up to dfe the Renewable/Evergreen value in the Subscrlption Type field.
- B. Expose the Default Subscription Term field in theOuote Line Editor, allowing the sales reps to choose between selling monthly or annually.
- C. Expose the Subscription Type field in the Quote Like Editor, allowing sales reps to choose between Renewable and Evergreen.
- D. Set the product up to use the Renewable value in the Subscription Type field.
Answer: A,B
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 # 43
Universal Containers wants to prevent users from selecting a Product Option when a conflicting one has been chosen. The Product Options that should not be selected should not be displayed to the users. The Admin needs to set up a Product Selection Rule to meet this requirement. Which Type should be used for the product Action?
- A. Hide
- B. Hide and Remove
- C. Disable
- D. Disable and Remove
Answer: B
NEW QUESTION # 44
In order to assign a fixed price to a Product based on a range of quantities (which would override the automatic calculation of quantity x unit price) you would use?
- A. Contracted Pricing
- B. List Pricing
- C. Block Pricing
- D. Cost & Markup Pricing
Answer: C
NEW QUESTION # 45
An Admin created a picklist field on the Product Option object called Picklist123__c. The Admin created a configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123__c. The Admin selected Bundle Z during Product Selection and populated a value for Picklist123__c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value populated in the Configuration Attribute has reverted.
How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured?
- A. Create a Workflow Rule that updates the Product Option field upon entering configuration.
- B. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.
- C. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field.
- D. Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value pairs.
Answer: B
NEW QUESTION # 46
Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has configured this without cloning bundles or pricebooks.
A single quote can contain products for consumption anywhere in the country.
A custom object has been created to maintain a Price Multiplier per product per geographic area. The quote document should display the List Price of the appropriate geographic area.
How should the CPQ specialist complete the configuration?
- A. Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.
- B. Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.
- C. Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the multiplier and apply it to the custom List Unit Price field on the Quote Line.
- D. Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.
Answer: C
Explanation:
Requirement Overview:
* Adjust the List Price dynamically based on the geographic area using a custom Price Multiplier stored in a custom object.
Solution Details:
* Custom List Unit Price Field: Store the adjusted List Price for the specific geographic area.
* Lookup Price Rule: Retrieve the multiplier from the custom object and calculate the adjusted List Price.
Steps to Configure:
* Create a Custom Field (e.g., Custom List Unit Price) on the Quote Line.
* Create a Lookup Price Rule to:
* Retrieve the Price Multiplier from the custom object.
* Calculate and populate the custom List Unit Price field.
Validation:
* Generate a Quote and confirm the List Price reflects the appropriate multiplier for the geographic area.
NEW QUESTION # 47
Universal Containers (UC) maintains a large Product catalog with more than 500 Products. Ten Products from various Product Famines are frequently requested and purchased by UC's customers and must be easy to find for users.
Mow should the admin meet the requirement?
- A. Create a Custom Action with Search Filters that targets the Product Selection page to show only the ten Products.
- B. Create a Custom Action that targets the Product Configuration page for a bundle that contains the ten Products.
- C. Create a Global Action to clone a pre-made Quote containing the ten Products, and then refresh prices.
- D. Set the Sort Order for each of the ten Product records to a numeric value that is greater than any other Product.
Answer: A
NEW QUESTION # 48
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?
- A. Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.
- B. Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.
- C. Create an HTML Template Content record with three tables to represent each Product Family.
- D. Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.
Answer: B
NEW QUESTION # 49
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes.
Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration.
What CPQ functionality can UC's Admin leverage to meet this requirement?
- A. Option Constraints
- B. Product Options
- C. Product Features
- D. Configuration Attributes
Answer: D
NEW QUESTION # 50
Universal Containers has five Products.
The Percent of Total Category field for the Warranty Product Is null.
What would the Warranty"s List Unit Price be If all Products are added to a Quote with a Quantity of 1?
- A. $35.00
- B. $25.00
- C. $50 00
- D. $15.00
Answer: C
NEW QUESTION # 51
Universal Containers has a bundle with required Product Options. After the bundle is selected, the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?
- A. Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Bundled on the Product Options.
- B. Set the Configuration Event field on the bundle Product to be Allowed, and select the checkbox for bundled on the Product Options.
- C. Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Required on the Product Options.
- D. Set the Configuration Event field on the bundle Product to be Required, and select the checkbox for Required on the Product Options.
Answer: A
NEW QUESTION # 52
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