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Preparation Guide for Salesforce Certified CPQ Specialist
Introduction to Salesforce Certified CPQ Specialist
The Certified Salesforce CPQ Specialist credential is designed for individuals who have experience implementing the Salesforce CPQ solution. This credential is targeted toward the Salesforce customers, partners, and Salesforce employees who want to demonstrate their skills and knowledge in designing, building, and implementing quoting flows through the Salesforce CPQ platform. Once credentialed, Salesforce Certified CPQ Specialists will have demonstrated their ability to build bundle configurations, pricing, output documents and renewals, and amendments.
SALESFORCE CPQ-SPECIALIST practice exams and SALESFORCE CPQ-SPECIALIST practice test is beneficial to get experience with the Salesforce CPQ platform, CPQ terminology, and candidate can troubleshoot and solve basic platform issues.
The Salesforce Certified CPQ Specialist generally has one year of experience in a CPQ Specialist role. This exam guide is designed to help candidates evaluate their readiness to pass the Salesforce Certified CPQ Specialist exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectivesâall with the intent of helping candidates achieve a passing score. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize the likelihood of passing the exam. The Salesforce Certified CPQ Specialist candidate has experience with the Salesforce CPQ solution, and has the skills and knowledge of the following concepts:
- Utilize the ordering and contracting process
- Given a scenario, identify the appropriate pricing method (discount schedules, block pricing, contracted prices, subscription pricing, percent-of-total)
- Configure price rules using lookup objects and formula fields, and understand quote calculation sequence and quote line pricing fields
- Configure bundles (features, options, option constraints, configuration attributes) and product rules.
- Generate renewal and amendment quotes
- Familiarity with native and advanced approvals
- Manage products, pricebooks, and pricebook entries
- Troubleshoot and solve basic product rules, pricing issues, and data flow
- Configure search filters, and custom actions for product selection and configuration
- Knowledgeable about CPQ package level settings and managed package considerations
- Configure a dynamic quote template using quote terms, line columns, template sections and content.
- Knowledgeable about CPQ object data model (object relationships, twin fields, data migration, localization)
- Configure user permissions, record types, page layouts, and field sets
Typical job roles of a Salesforce Certified CPQ Specialist candidate may include:
- Sales Ops
- Pricing Manager
- Product Manager
- Implementation Consultant
- Technical Architect
- Services
- IT
How much does Salesforce Certified CPQ Specialist costs
- Types of questions: Performance Based Questions
- Passing Score: 60% or higher
- Length of Exam: 85 min
- No of Questions: 60 Questions
- Examination Name: Salesforce Certified CPQ Specialist
- Examination Fees: $200 USD
Understanding functional and technical aspects of Salesforce Certified CPQ Specialist
The following will be asked from you in the SALESFORCE CPQ-SPECIALIST exam dumps:
- Given a scenario, use search filters, field sets, and custom actions to enable product selection and configuration
NEW QUESTION 29
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.
The maintenance product has been updated to be priced as Percent Of Total and the percentage has been set.
How should the product records be altered to meet this requirement?
- A. Set the maintenance product Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
- B. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
- C. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
- D. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
Answer: B
NEW QUESTION 30
To validate inside the Line Editor page, it is best practice to build a standard Salesforce Validation.
- A. False, Steelbrick Price Rule should be used for validation
- B. True, standard Salesforce validation should be setup on the Quote object.
- C. False, Steelbrick Product Rule should be used for validation
- D. True, standard Salesforce validation should be setup on the Quote Line object.
Answer: C
NEW QUESTION 31
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates.
At the same time, the Account Management team wants to ensure that all items from one order appear on one contract.
What are two ways the CPQ Specialist can meet these requirements? (Choose two.)
- A. Set Contracting Method on the Order to Single Contract.
- B. Set Order Product Date to Today when the record is created using Process Builder.
- C. Set package Contracting Method to Single Contract.
- D. Set package Default Order Start Date to Today.
Answer: A,D
Explanation:
Explanation/Reference: https://help.salesforce.com/articleView?id=cpq_order_date_logic.htm&type=5
https://help.salesforce.com/articleView?id=cpq_order_contracting_methods.htm&type=5
NEW QUESTION 32
Universal Containers has a block priced product, Cloud Contacts, and wants to apply a 10% premium to the product when the payment frequency is annual. Based on the Price Actions below, what is the correct Order for the actions?
* SBQQ__CustomerPrice__c = SBQQ__RegularPrice__c * (1 - SBQQ__ Discount_c)
* SBQQ__NetPrice__c = SBQQ__PartnerPrice__c * (1 - SBQQ__ DistributorDiscount_c)
* SBQQ__PartnerPrice__c = CustomerPrice__c * (1 - SBQQ__ PartnerDiscount_c)
* SBQQ__RegularPrice__c = SBQQ__ListPrice__C * 1.1
- A. d) a) c) b)
- B. d) c) a) b)
- C. b) c) a) d)
- D. a) b) c) d)
Answer: A
NEW QUESTION 33
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
NEW QUESTION 34
In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What should the error condition test against?
- A. Use Asset as Tested Object and Asset Name as Tested Field.
- B. Use a Tested Variable that counts the number of existing setup fee Subscriptions.
- C. Use Subscription as Tested object and Subscription Name as Tested Field.
- D. Use a Tested Variable that counts the number of existing setup fee Assets.
Answer: B
NEW QUESTION 35
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 within defined thresholds will be automatically approved.
- C. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
- D. Quotes with multiple steps in the approval chain go directly to the highest approver required.
Answer: A
NEW QUESTION 36
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?
- A. Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
- B. Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.
- C. Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.
- D. Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.
Answer: B
NEW QUESTION 37
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: Day
Subscription Prorate Precision: Day. - C. Subscription Term unit: Month
Subscription Prorate Precision: Month + Daily - D. Subscription Term unit: Month
Subscription Prorate Precision: Month
Answer: D
NEW QUESTION 38
Composite Summary Variables are Summary Variables that are combined with an additional calculation?
- A. True
- B. False
Answer: A
NEW QUESTION 39
"17. UC has a requirement that, on any individual Quote, the quantity of Product Family A can never exceed the quantity of Product Family B. The Admin is setting up a Product Rule with the following:
(Note: not part of question: See salesforce help article. Product family A (Printers) can not exceed quantity of product family B (Toner) (You need enough toner or more to operate the quantity of printers.)
.Summary Variable A: Sums the Quantity of Product Family A (Printers) .Summary Variable B: Sums the Quantity of Product Family B (Toner) Which two error condition setups will meet this requirement?
Choose 2 answers
- A. -Summary Variable A goes in the Filter Variable field \/ O -Summary Variable B goes in the Tested Variable field -Operator is set to Less than
- B. -Summary Variable A goes in the Filter Variable field -Summary Variable B goes in the Tested Variable field -Operator is set to Less or Equals
- C. -Summary Variable A goes in the Tested Variable field \/ O -Summary Variable B goes in the Filter Variable field -Operator is set to Greater than
Answer: A,C
NEW QUESTION 40
Approver records are not required when using dynamic approvers.
- A. True
- B. False
Answer: B
NEW QUESTION 41
What is the correct order of data import to load Price Rules into CPQ?
- A. Price Books, Price Rules, Lookup Queries, Price Conditions, Price Actions
- B. Summary Variables, Price Rules, Price Conditions, Lookup Queries, Price Actions
- C. Costs, Price Books, Price Rules, Discount Categories, Discount Schedules
- D. Price Books, Price Rules, Price Dimensions, Discount Tiers, Price Actions
Answer: C
NEW QUESTION 42
A user is quoting four subscription Products: Product A, Product B, Product C, and Product D.
Product A and B are in Quote Line Group 1, while Product C and D are in Quote Line Group 2.
The Quote's Start Date is June 4, 2020. The Quote's End Date is June 3,2021.
The user wants Product A and B's Subscriptions to end on June 3, 2021, and Product C and D's Subscription to end on December 3, 2021.
Which two methodz could the user apply individually to meet the requirement? Choose 2 answers
- A. Change the Subscription Term on the Quote Lines for C and D to the value 18.
- B. Change the Subscription Term on Quote Line Group 2 to the value 18.
- C. Change the End Date on the Quote Lines for C and D to December 3, 2021.
- D. Change the End Date on Quote Line Group 2 to December 3,2021.
Answer: A
NEW QUESTION 43
Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50.
The Admin decides to use a Price Rule targeting the Configurator to implement this price change.
Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule?
- A. -- One Price Condition using a Summary Variable counting Product A to verify that Product A is selected
-- One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10
-- One Price Action to inject the value 50 into the List Unit Price field - B. -- One Price Condition verifying that the SBQQ_ProductName_c field on the Product Option object is equal to "Product A"
-- One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10
-- One Price Action to inject the value 50 into the List Unit Price field - C. -- One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10
-- One Price Action to inject the value 10 into the Quantity field
-- One Price Action to inject the value 50 into the List Unit Price field - D. -- One Price Condition using a Summary Variable counting Product A to verify that Product A is selected.
-- One Price Action to inject the value 10 into the Quantity field
-- One Price Action to inject the value 50 into the List Unit Price field
Answer: B
Explanation:
Explanation/Reference:
NEW QUESTION 44
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. $1,725.00
- B. $1,700.00
- C. $1,050.00
- D. $1,575.00
Answer: B
NEW QUESTION 45
Universal Containers sells a monthly subscription service that is offered to their clients with a ramp option. This subscription is priced with a setup fee, an installation fee, and a recurring fee. Which set of actions would meet these requirements?
- A. Create three products to represent the setup fee, the installation fee and the monthly fee each with a monthly price dimension, and combine them into a bundle.
- B. Create a single product with two monthly price dimensions and one one-time price dimension.
- C. Create a single product with three monthly price dimensions
- D. Create a single product with two one-time price dimensions and one monthly price dimension.
Answer: A
NEW QUESTION 46
Universal Containers wants line items to be organized into pre-defined groups on the output document. The name of these pre-defined groups needs to be displayed above each group in the output to identify it. Which two ways can an Admin meet this requirement?
- A. Quote Group field on each Product record with the associated group name.
- B. Set the Group field on the Line Items type of Template Content record.
- C. Set the Group Filed field on the Quote Template or Template Section records.
- D. New Quote Group field on each Product record with the associated group name Set the New
- E. Create Solution Groups, allowing users to group products on the Quote Line Editor.
Answer: C,D
NEW QUESTION 47
What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step? Choose 2 answers
- A. Smart Approvals can exclude group members below the approval threshold.
- B. Any group member may approve.
- C. All group members must approve.
- D. Approval must be obtained from one group member at a time.
Answer: C,D
NEW QUESTION 48
Universal Containers Sells a monthly subscription service with tiered pricing:
Which two pricing configurations meet these requirements?
Choose two answers
- A. List pricing with lookup price Rule
- B. List pricing with slab Discount Schedule
- C. Block pricing with slab Discount Schedule
- D. Block pricing with overage
- E. Block pricing with range Discount Schedule
Answer: C,D
NEW QUESTION 49
In order to apply a filter to the results of a dynamic bundle, admins must create a supporting:
- A. Product Rule
- B. Product Option
- C. Custom Action
- D. Price Rule
Answer: A
NEW QUESTION 50
"An Admin has created a Quote Template record and has set the Group Field field to SBQQ__Optional__c. When a User attempts to preview the output document using this Quote Template, this error appears: ""Invalid conversation from runtime type Boolean to String."" Why is this error occurring?
- A. The user did not create any groups on the quote.
- B. The user did not mark any products as ""optional.""
- C. SBQQ__Optional__c is not a Quote Line field.
- D. SBQQ__Optional__c is not a text field."
Answer: D
NEW QUESTION 51
Which of the following is not part of the structure of a Pricing Rule?
- A. Price Action
- B. Price Display
- C. Price Condition
- D. Price Rule Detail
Answer: B
NEW QUESTION 52
User A at Universal Containers has an active quote with Company A.
Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting. An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied. What explains this behavior?
- A. The User must press Refresh Prices to see the effect.
- B. The User must set Allow Contracted Prices on their quote.
- C. The contracted price is only applied when adding a product.
- D. The quote line for this product has Non Discountable checked.
Answer: C
NEW QUESTION 53
The Admin at UC is creating a bundle and has a requirement for a Product Option to be unavailable for selection when certain conditions exist. The User should still see the Product Option, but should not be able to select it.
If a Product Rule is created to meet this requirement, what should the Type of the Product Action be?
- A. Disable and Remove
- B. Hide and Remove
- C. Remove
- D. Disable
Answer: D
NEW QUESTION 54
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