Salesforce CPQ Specialist Salesforce Certified CPQ Specialist Exam Practice Test

Answer : C

Requirement Overview:

Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.

Solution:

Use a Custom Action Condition to control when the Reconfigure Line action is available.

Set the condition to exclude Renewal Quotes (SBQQ__Type__c != 'Renewal').

Steps to Configure:

Navigate to the Custom Action Condition related to the Reconfigure Line action.

Set the condition criteria to ensure the action is only available for non-Renewal Quotes.

Validation:

Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.

Answer : A

Requirement:

Bundle products should show on the Product Selection page, but their Product Options should not.

Solution:

Setting the Component checkbox to TRUE for Product Options ensures they are excluded from the Product Selection page and only appear within their bundles.

Why Other Options Are Incorrect:

B: The Hidden field does not dynamically manage visibility for Product Options.

C & D: Marking products inactive makes them completely unavailable, which is not the requirement.

Salesforce CPQ Reference:

The Component checkbox's functionality is explained in Product Configuration .

Answer : C

Scenario Overview:

The Additional Discount field cannot be edited during amendments by design in Salesforce CPQ.

Salesforce CPQ locks certain fields on amendment Quotes to preserve the original pricing structure and prevent inconsistencies.

Validation:

This behavior is standard and cannot be overridden without customizations.

https://help.salesforce.com/s/articleView?id=000382118&type=1

Answer : C

Requirement:

The processor is priced differently when sold as a standalone product versus as part of a laptop bundle.

Solution:

Marking the processor as Bundled ensures the discounted price applies only when it is part of the laptop bundle.

Mechanism:

When the Bundled checkbox is TRUE, Salesforce CPQ applies the discounted pricing for bundle components based on the defined Price Book Entry.

Salesforce CPQ Reference:

Bundled pricing behavior is described in the Product Option and Bundle Configuration Guidelines .

Answer : B

To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:

Step 1: Create a Filter Product Rule

Filter Product Rules help define dynamic filtering of products displayed during the quoting process.

Navigate to Product Rules

Go to Salesforce Setup Product Rules and click New.

Set the Type to Filter and define a clear Name such as 'Eco-Friendly Product Filter.'

Configure the Filter Logic

Define the conditions to identify eco-friendly and bundle products.

Use the Conditions related list to target the relevant product fields (e.g., a custom checkbox for eco-friendly products and a type field for bundles).

Example condition:

Field = Eco-Friendly Checkbox

Operator = Equals

Value = True

Step 2: Set up the Product Action

Product Actions define what the rule does when triggered.

Add a Product Action

In the Product Rule, go to the Product Actions related list and click New.

Set the Type to Optional Filter. This allows the system to apply the filter by default but enables users to remove the filter and see all bundles.

Link to Add Products Button

Make sure this action links to the Add Products custom action.

Step 3: Ensure Opportunity Integration

The Opportunity flagged as eco-friendly must drive this behavior.

Custom Field Dependency

Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.

Dynamic Behavior

When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.

Step 4: Test and Validate

Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:

Eco-Friendly flag Default to eco-friendly products and bundles.

No flag All products, including non-eco-friendly bundles, are shown.

Additional Considerations:

Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further.

User TrainingTrain sales reps on how to toggle the filter manually if needed.

This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team.

Answer : B, C

Requirement Overview:

Sales reps need to redistribute Order Products across multiple Orders.

Key Considerations:

Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All) can edit an Order.

Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow splitting or redistributing Order Products.

Steps to Enable:

For Ownership:

Confirm the sales rep is listed as the owner of the Order.

For Package Settings:

Navigate to CPQ Package Settings > Orders.

Enable the 'Allow Multiple Orders' checkbox.

Testing:

Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify redistribution functionality.

Answer : B, C

Requirement:

Render separate Line Item sections for each Product Family and bundle on the output document.

Solution Steps:

Option B: Create a Line Item section for each Product Family and use the Filter field to display only the relevant products for each section.

Option C: Use a formula field on the Quote Line object to identify the bundle's Name and Number, then set this field in the Group field to group lines within each section.

Why Other Options Are Incorrect:

A: The Conditional Print field is not used for rendering specific Product Families in Line Item sections.

D: Sort Order on Product records does not meet the grouping and filtering requirements for the output document.

Salesforce CPQ Reference:

Document generation and Line Item grouping are detailed in Quote Templates Configuration .