Covers CPQ installation and the data model, product bundles and option constraints, pricing methods and discount schedules, quote templates, order and contract amendments, and approvals.
20 free sample questions165 in the full practice test Other version: Sales-Admn-202(120)
A CPQ Administrator is configuring a tiered discount schedule for a new software product. The requirement is to apply discounts based on quantity, but the discount for each tier should only apply to the units within that specific tier, not to all units purchased. For example, if Tier 1 (1-10 units) is 0% and Tier 2 (11-20 units) is 10%, an order for 15 units should have the first 10 units undiscounted and the next 5 units at a 10% discount. Which Discount Schedule setting is required to achieve this?
Answer and explanation
Correct answer: B
The 'Slab' discount schedule type applies its discount only to the quantities that fall within that specific tier's bounds. This is in contrast to the 'Range' type, which applies the discount of the qualifying tier to all units. For the described requirement, 'Slab' is the correct configuration.
Q2Question 2
Intermediate
Bundle Configurations · Product Rules
InnovateTech sells a configurable server bundle. The 'Chassis' feature allows users to select a server chassis. If the '4U Rackmount Chassis' option is selected, a specific 'Advanced Power Supply' option must be automatically added to the quote from the 'Power' feature. The power supply should not be user-removable as long as the 4U chassis is selected. Which type of Product Rule should be created to meet this requirement?
Answer and explanation
Correct answer: C
A Selection Rule is designed to automatically add, remove, enable, disable, show, or hide product options based on conditions. In this scenario, a Selection Rule would be configured to trigger when the '4U Rackmount Chassis' is selected. It would use an 'Add' Product Action to include the 'Advanced Power Supply' and another action to either disable its removal or make it required, effectively making it non-removable.
Q3Question 3
AdvancedMultiple answers
Pricing · Subscription Pricing
A company has a multi-year subscription product with a 36-month default term. A sales manager wants to prevent sales reps from changing the Subscription Term on the initial quote line but allow them to change it on renewal quotes. Which two configuration steps are necessary to achieve this? (Select TWO)
Answer and explanation
Correct answers: C, D
A Price Rule is the correct tool to dynamically control field properties like read-only status. The rule's condition should check the Quote Type to differentiate between initial quotes and renewals.
This Price Action, linked to the Price Rule, will programmatically make the Subscription Term field read-only in the Quote Line Editor when the condition (Quote Type = 'Quote') is met.
Q4Question 4
Beginner
Orders, Contracts, Amendments, and Renewals · Amendments
True or False: When a contract is amended in Salesforce CPQ, a new Opportunity record is created to track the amendment, and the original Opportunity is cloned.
Answer and explanation
Correct answer: B
The statement is false. When amending a contract, Salesforce CPQ creates a new Quote record for the amendment. It does not create a new Opportunity. The amendment quote typically links back to the original Account and Contract. A separate process is used for renewals, which does involve creating a renewal Opportunity.
Q5Question 5
Intermediate
CPQ Platform · CPQ Data Model
A CPQ Administrator needs to transfer custom field values from a Product Option record to the corresponding Quote Line record when a bundle is configured. For example, a 'Region Code' field on the Product Option for a support package needs to be visible on the Quote Line for that support package. How should the administrator accomplish this data transfer?
Answer and explanation
Correct answer: C
Salesforce CPQ uses a 'twin fields' concept for mapping data between objects. To transfer a value from a Product Option to a Quote Line, you simply need to create a custom field on the Quote Line object that has the exact same API name and a compatible data type as the source field on the Product Option object. CPQ's logic will automatically handle the data transfer during configuration.
Q6Question 6
Intermediate
Orders, Contracts, Amendments, and Renewals · Renewals
A user is attempting to generate a renewal quote from a contract, but several subscription products that are active on the contract are missing from the new renewal quote. The administrator has confirmed the renewal-related fields on the Account and Contract are set correctly. What is a likely reason for the products being excluded from the renewal quote?
Answer and explanation
Correct answer: D
If a subscription record is part of a bundle (i.e., it has a value in the 'Required By' field, linking it to the bundle parent), CPQ's renewal process will only pull the parent product onto the renewal quote. The child subscriptions are then re-evaluated and added when the bundle is configured on the renewal quote. This prevents orphaned bundle components from appearing on renewals.
Q7Question 7
Advanced
Pricing · Price Dimensions
Case Study: Global Media Corp Subscription Overhaul
Company Background: Global Media Corp (GMC) is a digital content provider offering various subscription-based services, including streaming video, news archives, and premium podcasts. They are implementing Salesforce CPQ to manage their complex sales process. GMC's primary offering is a 'Digital Media Suite' bundle, which contains several product options for different content types.
Current Situation: GMC is launching a new pricing strategy to encourage long-term commitments. They want to offer a 'ramping' price for their 'All-Access Video Pass' subscription product. The price should increase each year over a three-year term. For a 36-month subscription, the pricing should be $10/month for Year 1, $12/month for Year 2, and $15/month for Year 3. The total contract value should reflect this ramp.
Technical Requirements:
Sales reps must be able to quote a single line item for the 'All-Access Video Pass' that spans the entire 36-month term.
The pricing structure must be automated within CPQ, not manually calculated by reps.
The quote document must clearly show the price for each year (segment).
The solution must not prevent standard volume discounts from being applied across all years.
Problem: The CPQ Administrator needs to configure the 'All-Access Video Pass' product to meet these ramping price requirements. Which CPQ pricing feature is the most appropriate and direct way to build this solution?
Answer and explanation
Correct answer: C
Price Dimensions, also known as Multi-Dimensional Quoting (MDQ), are specifically designed for this use case. They allow a single subscription quote line to be broken into segments (e.g., years, quarters) with different prices or quantities for each segment. This meets all requirements: a single line item, automated pricing, and clear segmentation for quote documents, without interfering with other pricing logic like volume discounts.
Q8Question 8
Intermediate
Pricing · Price Rules
An administrator wants to ensure that when a sales rep adds the 'Extended Warranty' product to a quote, its quantity always matches the quantity of the 'Main Hardware' product on the same quote. If the quantity of the 'Main Hardware' product is changed, the warranty's quantity must update automatically. Which CPQ automation tool is best suited for this requirement?
Answer and explanation
Correct answer: C
A Price Rule is the correct tool for updating fields on a quote line based on other lines. A Summary Variable can be created to sum the quantity of the 'Main Hardware' product. Then, a Price Rule can be configured to target the 'Extended Warranty' product. A Price Action would then inject the value from the Summary Variable into the 'Quantity' field of the warranty quote line, ensuring they always match.
Q9Question 9
Beginner
CPQ Platform · User Interface Configuration
A CPQ administrator has created a new custom field on the Quote object called 'Approval_Rationale__c'. They need this field to be visible and editable for sales reps on the Quote Line Editor header. Which action should the administrator take?
Answer and explanation
Correct answer: D
To display fields from the Quote object in the header of the Quote Line Editor, the administrator must add them to the 'Line Editor' field set on the Quote object itself. Fields in this field set appear in the top section of the QLE, above the quote lines.
Q10Question 10
IntermediateMultiple answers
Quote Templates · Line Item Configuration
A company wants to group line items on their generated quote documents by the Product Family of the products. For example, all 'Hardware' products should be in one section, and all 'Software' products in another, each with its own subtotal. Which two settings on the Quote Template are required to achieve this? (Select TWO)
Answer and explanation
Correct answers: A, E
The 'Group Field' on the Template Section tells the document generator which field on the Quote Line to use for creating distinct groups of line items.
By default, the Quote Line doesn't have a direct field for Product Family. A formula field (e.g., SBQQ__Product__r.Family) must be created on the Quote Line object to pull this value from the related Product. This formula field can then be selected as the 'Group Field' in the Template Section.
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