Free Salesforce CPQ-Specialist Practice Exam with Questions & Answers | Set: 2

In Salesforce CPQ, Product Selection Rules automatically add products to a Quote based on defined conditions. These rules typically evaluate and execute when the Quote is saved, as this triggers the full application of rules and updates to the Quote Lines. Option D aligns with this behavior—saving the Quote ensures the Conference Pass is added. Option A (Configuration Attribute selection) relates to configurator actions, not quote-level rules. Option B (Product selection) triggers option-specific rules, not quote-wide additions. Option C (Quote calculation) updates pricing, not product additions. Salesforce CPQ documentation confirms rule execution on save.

 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 ​.

 Requirement:

Calculate the prorate multiplier when a subscription product’s End Date differs from the Quote’s End Date.

 Solution:

CPQ uses the Quote Line date (specific to the subscription product) to calculate the prorate multiplier. This ensures alignment with the subscription term.

 Why Other Options Are Incorrect:

A & D: Earliest or latest dates do not determine prorate multipliers.

B: The Quote date applies to the Quote as a whole, not individual subscription products.

 Salesforce CPQ Reference:

Prorate multiplier calculations are outlined in Subscription Management Guidelines ​.

The order of precedence for evaluating subscription dates is as follows

(1) Quote Line,

(2) Quote Line Group, and

(3) Quote

https://help.salesforce.com/s/articleView?id=000383503 &type=1

 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.

 Requirement:

Provide 80 products for general access while restricting access to 20 special products for a specific user group.

 Solution:

Two Price Books:

General Access Price Book: Includes only the 80 products available to all users.

Special Access Price Book: Includes all 100 products for users with elevated access.

Guided Selling: Dynamically assigns the appropriate Price Book based on user access level, ensuring visibility is controlled.

 Salesforce CPQ Reference:

The Price Book strategy with Guided Selling is detailed in the Product and Price Configuration guidelines ​.

Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References

To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:

Enable the Allow Multiple Orders Setting

Navigate to Setup > Installed Packages and locate Salesforce CPQ.

Click Configure, then go to the Orders tab in the CPQ package settings.

Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.

This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family​​.

Set the Order By Field to Product Family

From the object management settings for Quotes, edit the Order By field.

Add "Product Family" as a picklist value if it is not already available.

On the Quote, select Product Family in the Order By field.

Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family​​.

Process for Creating Orders

On the quote, select the Ordered checkbox.

Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value​.

Notes and Considerations

If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.

This functionality is available in Salesforce CPQ editions starting from Summer ’16​​.

By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.

 Scenario:

Contracts are not being generated for activated Orders containing subscription-based products.

 Why Debug Logs?

Debug Logs capture real-time system activity, including Apex triggers and CPQ package processes.

They provide detailed error messages and can identify issues such as missing triggers, misconfigured objects, or dependency errors.

 Steps to Investigate:

Enable Debug Logs in Salesforce Setup for the affected user or system process.

Perform the action that generates the error (e.g., activating the Order).

Review the logs for errors related to Contract generation.

 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 ​.

 Requirement Overview:

Users need to define Discount Tiers where the values are treated as the Regular Price instead of amounts deducted from the List Price.

 Solution:

Configure the Discount Schedule to:

Set the Discount Unit to Amount.

Choose All from the Override Behavior picklist.

Select the Use Price for Amount checkbox to treat the tier values as Regular Prices.

 Steps to Configure:

Navigate to the Discount Schedule Record.

Set the Discount Unit to Amount.

Select All from the Override Behavior picklist.

Check the Use Price for Amount box.

 Validation:

Test the Discount Schedule to ensure the defined tier values are treated as Regular Prices.

 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 ​.