Salesforce-Certified-CPQ-Specialist exam Format | Course Contents | Course Outline | exam Syllabus | exam Objectives
Title: Salesforce Certified CPQ Specialist
Test Detail:
The Salesforce Certified CPQ Specialist certification validates the knowledge and skills required to design and implement Salesforce CPQ (Configure, Price, Quote) solutions. Salesforce CPQ enables organizations to streamline and automate their quoting and pricing processes, improving sales efficiency and accuracy. The certification demonstrates expertise in leveraging Salesforce CPQ to drive sales effectiveness.
Course Outline:
The Salesforce Certified CPQ Specialist certification program covers a comprehensive range of courses related to Salesforce CPQ. The course provides participants with an in-depth understanding of CPQ concepts, configuration, and implementation best practices. The following is a general outline of the key areas covered in the certification program:
1. Introduction to Salesforce CPQ:
- Understanding the role and benefits of Salesforce CPQ
- Overview of CPQ terminology and concepts
- Exploring CPQ integration with Salesforce CRM
- Overview of CPQ pricing and quoting processes
2. Salesforce CPQ Configuration:
- Configuring product bundles, options, and pricing rules
- Defining product and pricing configurations
- Managing product catalog and pricing data
- Creating quote templates and document generation
- Configuring discounting and promotions
3. CPQ Quote and Contract Management:
- Creating and managing quotes in Salesforce CPQ
- Quote approval processes and workflows
- Contract management and renewal processes
- Generating and tracking quotes and contracts
- Integration with Salesforce Sales Cloud and other systems
4. Salesforce CPQ Administration:
- User management and security settings
- Role hierarchy and record access controls
- Customizing CPQ to meet specific business requirements
- Configuring guided selling and quoting workflows
- Monitoring and reporting on CPQ performance
Exam Objectives:
The Salesforce Certified CPQ Specialist exam assesses candidates' understanding of Salesforce CPQ concepts, configuration, and administration. The exam objectives include, but are not limited to:
1. Demonstrating knowledge of Salesforce CPQ fundamentals and terminology.
2. Configuring product bundles, options, and pricing rules.
3. Managing quote and contract lifecycles using Salesforce CPQ.
4. Customizing CPQ to meet specific business requirements.
5. Implementing CPQ best practices for pricing and quoting processes.
Syllabus:
The Salesforce Certified CPQ Specialist certification program typically includes online training modules and study resources provided by Salesforce or authorized training partners. The syllabus provides a breakdown of the courses covered throughout the course, including specific learning objectives and milestones. The syllabus may include the following components:
- Introduction to Salesforce CPQ
- Salesforce CPQ Configuration
- CPQ Quote and Contract Management
- Salesforce CPQ Administration
- exam Preparation and Practice Tests
- Final Salesforce Certified CPQ Specialist Certification Exam
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Question: 64
A user created a Quote containing two Products. The Subscription Pricing field on Product A is blank. Product B has
Subscription Pricing set to Percent of Total and both Products share the same Percent of Total Category. When the
Contract is renewed, both Products are shown in the renewal Quote, but Product A has a Net Total of zero.
Why does Product A have a Net Total of zero?
A. Renewal Model was set to Asset Based at the Account Level.
B. The Asset Conversion behavior on the Product must be set to Allow Renewals.
C. Include Net-New Products in Maintenance must be flagged in CPQ Package settings,
D. Product A is an Asset that the customer already owns.
Answer: A
Question: 65
Universal Containers sells a total of 100 Products. Thtrt art 80 Products that are generally available for selection by all
users (General Access). The remaining 20 Products should only be available to a certain group of users (Special
Access).
Which Product Selection and Price Book strategy should the admin utilize to meet the requirement?
A. Create one Price Book that contains all 100 Products. Create a Validation Rule on the Quote object to prevent
selection of a Special Access Product based on the level of User access.
B. Create one Price Book that contains all 100 Products. Create a custom Product field to designate General Access
and/or Special Access. Utilize Hidden Search Filters to support dynamic Product visibility based on the level of User
access.
C. Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special
Access Price Book with the 20 Special Access Products. Create automation to populate the appropriate Price Book ID
into the SBQQ__QuotePrlcebookld__c on the Opportunity.
D. A Create two Price Books: one General Access Price Book with the 30 generally available Products, and one
Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the
level of User access.
Answer: D
Question: 66
Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the
Quote is another that hides prices when the Quote Primary checkbox is False.
Where should the admin reference the Primary checkbox field to set up this requirement?
A. The Hide Group Subtotals Field on the Quote Template
B. The Hide Totals Field on the Quote Template
C. The Conditional Print Field for each price Line Column
D. The Conditional Print Field of a Template Section for only price Line Columns
Answer: C
Question: 67
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
Answer: B
Question: 68
Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line
Editor.
How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?
A. Create two field sets on the Quote object representing each profile, and create a text formula field with the API
name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the users profile.
B. Create two field sets on the Quote object representing each profile, and create a text formula field name
EditLinesFietdSetName on the Quote object that returns the appropriate field set the users profile.
C. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the
API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the users
profile.
D. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the
API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the users
profile.
Answer: C
Question: 69
Universal Containers (UC) sells containers in three sizes. The admin has created a bundle product for the container
with Product Options for different size lids. The admin has also created a Configuration Attribute called Container Size
with three different values. When a user selects a particular size container in the Configuration Attribute, only the lid
for that size container should be available for selection. An admin has created a lookup table to capture which Product
Options are valid for each container size.
Which steps should the admin take using a Product Rule to ensure only the lids of the correct size are sold with each
container?
A. Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table to able the invalid
options.
B. Create a Product Rule of type Alert.
Create A lookup Query which compares the Configuration Attribute value to the lookup table and warns a Product
Rule of type Selection.
C. Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table and select the valid
option.
D. Create a Product Rule of type validation.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table and prevents the user
from saving without selecting the valid option.
Answer: C
Question: 70
When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for
each downloadable Product sold.
How should the Admin meet the business requirements?
A. Set Asset Conversion for each downloadable Product to null.
B. Set Asset Conversion for each downloadable Product to a custom value.
C. Set Asset Conversion for each downloadable Product to One per unit.
D. Set Asset Conversion for each downloadable Product to One per Quote Line.
Answer: C
Question: 71
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 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.
C. Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.
D. Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.
Answer: B
Question: 72
Given a customers tiered pricing model, an Admin wants to allow users to define Discount Tiers and use those values
as the Regular Price instead of an Amount deducted from the List Price.
How should the Admin configure the Discount Schedule to meet this requirement?
A. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override
Behavior picklist, and then select the Use Price for Amount checkbox.
B. Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for
Amount checkbox.
C. Set the Discount Unit to Amount, create a custom Override_Amount_c field on the Edit Tiers page, select the Users
Defined checkbox, and then choose All from the Override Behavior picklist.
D. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, Current Tier from the Override Behavior
picklist, and then select the User Defined checkbox.
Answer: C
Question: 73
Universal Containers sells a total of 100 Products. There are 80 Products that are generally available for selection by all
users (General Access). The remaining 20 Products should only be available to a certain group of users (Special
Access).
Which Product Selection and Price Book strategy should the admin utilize to meet the requirement**
A. Create one Price Book that contains all 100 Products. Create a Validation Rule on the Quote o(M.ect to prevent
selection of a Special Access Product based on the level of User access.
B. Create one Price Book that contains all 100 Products. Create a custom Product field to designate Genera! Access
and/or Special Access. Utilize Hidden Search Filters to support dynamic Product visibility based on the level of User
access.
C. Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special
Access Price Book with the 20 Special Access Products. Create automation to populate the appropriate Price Book ID
Into the SBQQ__QuotePricebookld__c on the Opportunity.
D. A Create two Price Books: one General Access Price Book with the 80 generally available Products, and one
Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the
level of User access.
Answer: D
Question: 74
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 objects Unit Price field and add visibility to its Field-level security.
B. Go to the Product Option objects 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.
Answer: A
Question: 75
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: Day
B. Subscription Term unit: Month
Subscription Prorate Precision: Month
C. Subscription Term unit: Month
Subscription Prorate Precision: Month + Daily
D. Subscription Term unit: Day
Subscription Prorate Precision: Day.
Answer: B
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Salesforce-Certified-CPQ-Specialist CPQ Free PDF :: Article CreatorCRM Certification and training
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