Free Salesforce CPQ-Specialist Practice Exam with Questions & Answers | Set: 3

 Requirement:

Ensure the Support SKU is available only in USD and EUR.

 Expected Behavior:

USD: The product is available and uses the Pricebook Entry's List Price.

EUR: The product is available and uses the Pricebook Entry's List Price.

GBP: The product is unavailable due to the absence of a Pricebook Entry in GBP.

 Why Other Options Are Incorrect:

A & D: These imply product unavailability in all currencies, which contradicts the configuration.

B: GBP would not add the product with a zero List Price due to Pricebook Entry restrictions.

 Salesforce CPQ Reference:

Multi-currency behavior and product availability are documented under CPQ Pricing and Product Management ​.

 Requirement Overview:

Product A must always be included in the bundle.

Product B should be included by default but can be removed by the user.

 Key Configurations:

Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user.

Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.

 Steps to Configure:

Navigate to the Product Option record for Product B.

Set Required to FALSE.

Set Selected to TRUE.

Save and test the behavior by adding the bundle to a Quote.

 Validation:

Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.

This setup ensures flexibility for Product B while ensuring Product A remains mandatory​​.

 Scenario:

Apply a regional multiplier to the pricebook price and subsequently apply discounts.

 Solution:

The Customer Price field stores the post-regional multiplier price, enabling further discounting.

 Why Other Options Are Incorrect:

A: Special Price is used for manual overrides, not automated calculations.

B: Partner Price is unrelated to the customer's pricing structure.

D: List Price remains constant and does not reflect discounts or multipliers.

 Salesforce CPQ Reference:

Price Rules and field updates are detailed in CPQ Pricing Logic 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:

Amend an active contract and adjust prices for subscriptions and assets based on new discounts.

 Solution:

Use the Amend Contract process.

Adjust prices for subscriptions or assets directly by modifying the Net Price or Price field.

Use the Refresh Prices button to apply changes to the amended contract.

 Why Other Options are Incorrect:

A: Cloning Quote Lines is unnecessary and inefficient for contract amendments.

B: Changing the contract status to Draft is not supported in standard CPQ.

D: Creating a new Price Book is not required for this use case.

 Salesforce CPQ Reference:

The Amendments Process is extensively documented in CPQ Subscription Management ​.

To display Maintenance and Support products in separate sections, the admin must create Product Features, as features define sections in the CPQ configurator. To control the order (Support above Maintenance), the "Number" field on the Product Feature determines the sequence, with lower values appearing first. Option B correctly specifies two features (Maintenance and Support) and assigns a lower Number to the Support Feature, ensuring it displays above Maintenance. Option A relies on alphabetical ordering, which doesn’t guarantee Support above Maintenance (e.g., "M" precedes "S"). Options C and D use Product Options, which don’t create sections—only features do—and thus fail the separate-sections requirement. Salesforce CPQ documentation confirms feature ordering via the Number field.

 Issue:

Sales reps experience excessive horizontal scrolling to access the Clone and Delete actions in the Quote Line Editor.

 Solution:

Quote Line Editor Drawers provide a compact and user-friendly way to access actions without excessive scrolling.

 Steps to Configure:

Navigate to Setup > Custom Actions.

Configure the Clone and Delete actions to appear in the Quote Line Editor drawers.

 Validation:

Open the Quote Line Editor and confirm that the actions are accessible without horizontal scrolling.

 Requirement Overview:

Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.

 Solution:

Use the Additional Document feature on the Quote Template to include PDF files in the generated output.

 Steps to Configure:

Navigate to the Quote Template.

Create an Additional Document for each required PDF:

Reference the document stored in Salesforce.

Save the Quote Template.

 Validation:

Generate a Quote document and confirm that the Additional Documents are included as attachments.

 Requirement Overview:

Universal Containers wants to restrict sales reps to accessing only region-specific Products while allowing managers to access all Products.

 Solution:

C. Price Books per Region: Create a separate Price Book for each region, associating only the relevant Products. Share each Price Book with the respective sales reps.

D. Product Rules: Use Product Rules to hide Products from sales reps outside their assigned regions.

 Steps to Configure:

Price Book Setup:

Navigate to Price Books.

Create a Price Book for each region and associate the specific Products.

Use Sharing Rules to share the Price Books with the appropriate sales reps.

Product Rule Setup:

Create a Product Rule with a Condition to hide Products based on the user’s region.

 Validation:

Test by logging in as a sales rep and verifying that they can only see Products for their assigned region.

 Considerations for Authorizing Calculation Service:

The Calculation Service must be authorized by a user who has sufficient privileges and stable permissions.

 Solution Steps:

Option B: Use a non-human admin user (e.g., an integration user) to authorize the Calculation Service. This ensures consistent access and avoids disruptions due to personnel changes.

Option C: Place the user at the top of the Role Hierarchy to ensure full visibility and access across relevant objects.

 Salesforce CPQ Reference:

Proper user configuration for the Calculation Service is outlined in the CPQ Authorization Guidelines ​.