Free Practice Questions for Salesforce CPQ-Specialist Exam

 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 ​.

 Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.

 Key Features:

Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.

All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.

 Configuration Steps:

Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.

Specify the behavior for the group in the Approval Step Settings.

 Use Cases:

Use "Any group member may approve" for time-sensitive scenarios.

Use "All group members must approve" for critical approvals that require consensus.

 Requirement Overview:

The C-LID-L product (Lid) should only be selectable if the C-STOR-L product (Container) is included in the bundle.

 Key Configuration:

The Constrained Option field identifies the dependent option in an Option Constraint.

In this case, C-LID-L is the constrained option.

 Steps to Configure:

Navigate to the Option Constraint record.

Set C-LID-L as the Constrained Option.

Set C-STOR-L as the Constraining Option.

 Validation:

Add the bundle to a Quote and verify that C-LID-L is only available when C-STOR-L is selected.

 Root Cause:

The Primary Quote field must be included in the Calculating Fields field set to trigger synchronization between the Quote and Opportunity.

 Steps to Resolve:

Navigate to Setup > Object Manager > Quote.

Locate the Calculating Fields field set.

Add the Primary field to the field set.

 Testing:

Change the Primary Quote for an Opportunity and verify that the Quote Lines and Opportunity values sync properly.

 Salesforce CPQ Reference:

The Calculating Fields field set ensures proper updates between related objects during key actions like recalculations​​.

 Requirement:

Ensure the price of Tiny Boxes ($0.005) is handled with proper decimal precision.

 Solution:

Adjust the Unit Price Scale to 3 in the Pricing and Calculation Package Settings, enabling Salesforce CPQ to handle prices up to three decimal places.

 Why Other Options Are Incorrect:

A: Field-level precision on Quote Line does not control pricing precision.

C: The Product record's Unit Price Scale cannot override global settings.

D: Price Rules are unnecessary for simple decimal precision adjustments.

 Salesforce CPQ Reference:

Decimal precision configuration is described in CPQ Pricing Settings ​.

 Requirement Overview:

Automatically split Orders by delivery location based on Quote Line Groups.

 Key Configurations:

Order by Quote Line Group: Ensures that each Quote Line Group generates a separate Order.

Ordered Field = TRUE: Triggers the creation of Orders for the Quote Lines.

 Steps to Configure:

Ensure the Order by Quote Line Group field is checked on the Quote.

Mark the Ordered field as TRUE.

Test the Order creation process to verify separate Orders are generated by location.

 Requirement Overview:

Identify any Quotes where a discount has been applied to options within a bundle.

 Solution Details:

B. Summary Variable:

Use a Summary Variable to check if any Quote Line within the bundle has a Discount > 0.

Configure the Max aggregation function to evaluate discounts.

C. Price Condition:

Add a condition to check if the Discount field (SBQQ__Discount__c) on a Quote Line is greater than 0.

 Steps to Configure:

Summary Variable:

Navigate to Summary Variables and create one with:

Target Object: Quote Line.

Aggregate Function: Max.

Aggregate Field: SBQQ__Discount__c.

Price Condition:

Add a condition to the Price Rule:

Object: Quote Line.

Field: SBQQ__Discount__c.

Operator: Greater Than.

Filter Value: 0.

 Validation:

Add bundle options with discounts to a Quote and verify that the rule identifies the discounted options.

 Requirement Overview:

Assign generated Approval requests to the user's direct manager.

 Solution:

Salesforce CPQ's Advanced Approvals package includes the setting Next Automated Approver Determined By, which allows Approvals to be routed automatically to the user's manager.

 Steps to Configure:

Navigate to the Approval Process.

Set Next Automated Approver Determined By to Manager.

Save and test the Approval process to ensure it correctly assigns to the manager.

 Requirement:

Group products in collapsible sections based on Product Family in the Add Products page.

 Solution:

Set the Product Results Group Field Name in Additional Settings to Product Family. This groups products by their Product Family in the Add Products page.

 Why Other Options Are Incorrect:

A: Solution Groups apply to Quote Lines, not the Add Products page.

B: Adding fields to the Search Results Field Set does not enable grouping functionality.

C: The Product Search Plugin is unrelated to grouping.

 Salesforce CPQ Reference:

Configuring product grouping is detailed in CPQ Product Search and Results Configuration ​.