Free Practice Questions for Salesforce CPQ-Specialist Exam

 Requirement:

A unique license number needs to be stored on the Asset record for each unit of a downloadable product sold.

 Solution:

Setting the Asset Conversion field to One per Unit ensures that an individual Asset record is created for each unit of the product. This allows each Asset to store a unique license number.

 Why Other Options Are Incorrect:

A & B: Null or custom values do not enforce one Asset per unit, making it impossible to assign unique license numbers.

D: One per Quote Line creates only one Asset for the entire Quote Line, which is not suitable for unit-level licensing.

 Salesforce CPQ Reference:

The behavior of Asset Conversion is detailed in CPQ Asset Configuration documentation ​.

Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to "Net 30". Here's how to achieve this:

Step 1: Create a Monthly Price Line Column

Navigate to Quote Templates in Salesforce CPQ.

Select the relevant Quote Template.

In the Line Columns related list:

Create a new Line Column for "Monthly Price."

Configure the desired settings for how the Monthly Price should display in the PDF.

Step 2: Create a Custom Formula Field

Navigate to Setup > Object Manager > Quote.

Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:

Type: Formula (Checkbox).

Formula Logic: IF(Payment_Terms__c = "Net 30", TRUE, FALSE).

Replace Payment_Terms__c with the API name of the Payment Terms field.

This formula ensures the field returns TRUE only when Payment Terms equals "Net 30."

Step 3: Configure Conditional Print Field on the Line Column

Return to the Quote Template and edit the Monthly Price Line Column.

Set the Conditional Print Field to Show_Monthly_Price.

This links the visibility of the Monthly Price column to the custom formula field you created​​.

Step 4: Validate in Quote Document

Generate a Quote Document for a Quote where Payment Terms are set to "Net 30."

The Monthly Price column should appear in the PDF.

Change the Payment Terms to a value other than "Net 30" and regenerate the document.

The Monthly Price column should not appear.

Step 5: Optional Enhancements

Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.

Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.

By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column​​.

 Smart Approvals Overview:

Salesforce CPQ's Smart Approvals streamline the approval process by re-evaluating previously approved records to avoid redundant approvals.

 Rejected Quotes Resubmission:

If a quote is rejected, and the user resubmits it without exceeding previously approved values, it bypasses the full approval chain and is sent directly to the person who rejected it.

This functionality minimizes unnecessary delays and ensures efficient quote handling.

 Documentation Alignment:

Smart Approvals Configuration and behavior as outlined in CPQ guidelines ensure approval efficiency ​.

 Issue Context:

Lookup Price Rules rely on the SBQQ__LookupObject__c field to reference the target object (e.g., Rental Rates).

If this API name is inaccurate or incorrectly input, the rule will fail to retrieve the desired value.

 Review Steps:

Go to the Price Rule record.

Check the SBQQ__LookupObject__c field. Confirm the API Name of the Rental Rates object is accurate.

Example: Ensure the API name matches exactly (e.g., Rental_Rates__c).

 Additional Checks:

Verify the Lookup Queries. Ensure the filter conditions correctly target a valid record on the referenced object.

 Salesforce Documentation Reference:This behavior follows Salesforce CPQ's guidelines on Lookup Price Rules configuration​​.

 Bundle Configuration:

Small Storage Container (Option 1): $2.00 × 10 = $20.00

Shipping (Option 4): $7.50 (bundled).

Other Options (Option 2 and Option 3):

Medium Storage Container: Not selected.

Custom Box Label: Not selected.

 Calculation:

Bundle Parent Product Price: $5.00

Total Price: $5.00 (bundle) + $20.00 (Option 1) + $7.50 (Option 4) = $25.00

 Why Other Answers Are Incorrect:

A: Ignores bundled Option 4 price.

C: Includes non-selected options in the total.

D: Excludes all Option prices, which is inaccurate.

 Salesforce CPQ Reference:

Bundling logic and pricing are covered under Bundle Configuration Guidelines ​.

 Requirement Overview:

Restrict sales reps to only selecting subscription Products when using the Add Subscriptions Custom Action.

 Solution Details:

The Search Filter for the Add Subscriptions action should include only subscription Products.

Setting the Filter Value to Hidden ensures that only Products matching the filter criteria are displayed.

 Steps to Configure:

Navigate to the Search Filter related to the Add Subscriptions action.

Set the Filter Value to True.

Mark the Hidden checkbox to restrict visibility to subscription Products.

 Validation:

Test the Custom Action to confirm that only subscription Products are visible.

 Requirement Overview:

A nonrenewable subscription Product priced annually.

 Key Field Configurations:

Subscription Term = 12: Specifies an annual subscription.

Subscription Type = One-Time: Indicates that the Product is nonrenewable.

Subscription Pricing = Fixed Price: Defines a flat annual price.

 Steps to Configure:

Navigate to the Product record.

Update the fields as specified above.

Save and test by adding the Product to a Quote.

 Validation:

Confirm the subscription term and pricing are applied correctly and the product does not renew automatically.

 Simplification Method:

By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.

 Steps to Configure:

Navigate to the Quote Template.

Add the PDF file under the Additional Documents section.

Mark it as required for automatic inclusion.

 Salesforce CPQ Reference:

The Additional Documents feature simplifies document management in Quote Templates ​.

 Scenario:

The Create Order button generates an Order with half the Quote Lines, and the Ordered checkbox is selected.

 Outcome:

When the Ordered checkbox is checked, remaining Quote Lines are eligible for a new Order. A second Order will be generated for the remaining lines.

 Why Other Options Are Incorrect:

A: An Order without Order Products is invalid in this scenario.

C: No error is thrown because multiple Orders are allowed from the Quote.

D: Existing Orders are not updated with new Quote Lines.

 Salesforce CPQ Reference:

The behavior of the Create Order button is detailed in CPQ Order Management documentation ​.