Free Practice Questions for Salesforce CPQ-Specialist Exam

 Requirement Overview:

A group of users should receive Approval requests simultaneously, and only one user's response is required to approve.

 Key Configuration:

Use a Group ID to associate the group of approvers.

Setting Unanimous = False ensures that only one approval is needed to proceed.

 Steps to Configure:

Navigate to the Approver Record related to the Approval Rule.

Reference the appropriate Group ID.

Set the Unanimous checkbox to False.

 Validation:

Test the Approval process by submitting a Quote for approval and confirming that one approval suffices.

 Requirement Overview:

Limit users from selecting more than 10 product options within a specific Product Feature.

 Key Mechanism:

The Max Options field on the Feature record limits the maximum number of product options that can be selected for that feature.

 Steps to Configure:

Navigate to the Feature Record associated with the Product Bundle.

Set the Max Options field to 10.

Save and test by adding the Product Bundle to a Quote.

 Validation:

When a user attempts to select more than 10 product options within the feature, Salesforce CPQ will prevent further selections and display an appropriate message.

 Scenario:

Product A has a 36-month Subscription Term with a List Price of $36,000.

Product B has a 1-month Subscription Term with a List Price of $2,000.

Quote Subscription Term is 18 months.

 Calculation:

Product A Prorate Multiplier = 18 / 36 = 0.5.

Net Total = $36,000 × 15 × 0.5 = $270,000.

Product B Prorate Multiplier = 18 / 1 = 18.

Net Total = $2,000 × 15 × 18 = $36,000.

 Why Other Options Are Incorrect:

A: The Net Total for Product B is incorrectly inflated.

C: The Prorate Multiplier for Product B should reflect the Quote Term-to-Subscription Term ratio, not default to 1.

 Salesforce CPQ Reference:

Prorated pricing and multiplier calculations are explained in Subscription Pricing Guidelines ​.

 Issue:

The validation error message appears immediately after a user sets a specific value in the Configuration Attribute, even before saving.

 Solution:

Setting Apply Immediately to False ensures that changes in Configuration Attributes do not trigger immediate validations. Instead, validations occur only upon clicking Save.

 Why Other Options Are Incorrect:

A: Evaluation Action does not exist as a field for Product Rule Error Conditions.

C: Changing the Apply Immediately field for Product Options does not affect the Configuration Attribute's behavior.

D: Setting Evaluation Event to Save applies to the rule's scope but does not address Configuration Attribute settings.

 Salesforce CPQ Reference:

Configuration Attribute Settings are explained in CPQ Configuration Attribute documentation ​.

 Scenario Overview:

List Unit Price: Product A's standard price is $150.

Contracted Price: CK has a contracted price of $100 for Product A.

Discretionary Discount: CK negotiated a 10% discretionary discount for this deal.

 Price Calculation:

List Unit Price remains the standard price of $150.

Regular Unit Price applies the contracted price of $100.

Customer Unit Price: After applying the 10% discretionary discount on the contracted price,Customer Unit Price=100−(100×0.1)=90\text{Customer Unit Price} = 100 - (100 \times 0.1) = 90Customer Unit Price=100−(100×0.1)=90.

Net Unit Price matches the Customer Unit Price for the 10 units being purchased, which is $90.

 Salesforce CPQ Reference:

Salesforce CPQ Contracted Price logic ensures negotiated prices override the List Price, and additional discretionary discounts apply as expected ​.

 Issue:

Contract creation fails when the Contracted checkbox is checked on an Opportunity.

 Possible Causes:

A: If the Subscription Conversion Behavior is set to None, the product is not converted into a Subscription, preventing the Contract from being created.

B: The Opportunity requires a Primary Quote to generate a Contract, as the Contract details are derived from the Quote.

 Why Other Options Are Incorrect:

C: If the Subscription Pricing field is blank, the product is treated as non-subscription but does not prevent Contract creation.

D: Products with Subscription Pricing = One-time are not converted to Subscriptions, but they do not block Contract creation.

 Salesforce CPQ Reference:

Contract creation requirements and behaviors are documented under CPQ Subscription Management Guidelines ​.

 Scenario:

Original subscription: $600 Net Unit Price × Quantity 10 × 24 months = $14,400.

Refund: Ten months into the contract, 14 months remain unused.

 Calculation:

Refund amount = ($600 × 10 × 14) ÷ 24 = -$3,500.

Amended subscription refund (Quantity = 0): 14 months refund prorated = -$2,500.

 Why Other Options Are Incorrect:

A, C, D: The refund calculations either overstate or understate the prorated refund based on the subscription term and remaining months.

 Salesforce CPQ Reference:

Prorated refunds and subscription amendments are explained in CPQ Subscription Pricing Documentation ​.

 Requirement Overview:

Prevent non-admin users from editing a specific Quote Term.

 Key Configuration:

The Locked checkbox on a Quote Term record ensures that the term is non-editable for all users except admins.

 Steps to Implement:

Navigate to the Quote Term record.

Check the Locked checkbox.

Save and test by logging in as a non-admin user to confirm editing is disabled.

 Requirement Overview:

Admin needs to enable Additional Discounts at both the Quote and Group levels in the Line Editor.

 Solution Steps:

For the Quote Object:

Navigate to Setup > Object Manager > Quote.

Locate the Line Editor Field Set.

Add the Additional Disc. (%) field to the field set.

For the Quote Line Group Object:

Navigate to Setup > Object Manager > Quote Line Group.

Locate the Line Editor Field Set.

Add the Additional Disc. (%) field to the field set.

 Testing:

Open the Quote Line Editor and confirm the visibility of the Additional Discount fields at both levels.