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Salesforce CPQ Specialist Exam Questions
- Topic 1: CPQ Platform: In this section, topics discussed include how to design, set up, and maintain Price Rules using lookup objects and formula fields to meet business needs. It also discusses how to apply apply quote calculation sequence and how to utilize out-of-the-box and custom permissions, etc.
- Topic 2: Bundle Configurations: In this section, the topics covered include how to set up a bundle structure to meet business requirements. It also covers how to configure product rules to meet business requirements.
- Topic 3: Pricing: In this section, candidates are tested for their know-how of the appropriate pricing strategy such as Discount Schedules, Block Prices, Contracted Prices, subscription pricing, percent-of-total, and how to determine expected pricing outcomes.
- Topic 4: Quote Templates: In this section, the focus is on configuring a Quote Template to meet business requirements.
- Topic 5: Product Selection: In this section, the focus is on how to use Search Filters, field sets, and Custom Actions to enable product selection and configuration.
- Topic 6: Products: This topic is all about setting up Products, Price Book Entries, and Price Books. Additionally, the topic explains the impact of product catalog setup on overall CPQ data flow.
- Topic 7: Orders, Contracts, Amendments, and Renewals: This topic focuses on data required to generate Orders and Contracts. Moreover, the topic gives an understanding of generating renewal and amendment Quotes to meet business requirements.
- Topic 8: Approvals: In this section of the exam, topics covered include how to select and set up native or Advanced Approvals to meet business requirements.
Free Salesforce CPQ Specialist Exam Actual Questions
Note: Premium Questions for CPQ Specialist were last updated On Apr. 04, 2025 (see below)
An admin wants to set up a bundle product so a user can view all available options and selected options by scrolling in a single page. Which updates should the admin make to meet this requirement?
In Salesforce CPQ, the Option Layout field on the Product record determines how bundle options are presented in the configurator. To allow users to view all available and selected options by scrolling on a single page, the 'Sections' layout is ideal. This layout organizes options into collapsible sections based on Product Features, keeping everything visible on one page without requiring navigation steps like a wizard. Option A (Wizard) presents options step-by-step across multiple pages, which doesn't meet the single-page requirement. Option B (assigning all options to one feature) limits organization and doesn't address the layout requirement. Option C (Dynamic selection method) controls runtime behavior of options but doesn't influence the single-page scrolling display. Salesforce CPQ documentation confirms that the 'Sections' layout supports a scrollable, single-page view.
Universal Containers (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product search screen.
How can the admin configure the Product to meet this requirement?
Requirement Overview:
Universal Containers sells a Product exclusively as part of a bundle and does not want it to appear in the Product Selection screen.
Solution:
The Component checkbox ensures the Product is only available as part of a bundle and is hidden from the general Product Selection screen.
Steps to Configure:
Navigate to the Product Record for the item.
Select the Component checkbox.
Save the changes.
Validation:
Confirm that the Product is not visible on the Product Selection screen but is available within its assigned bundles.
A subscription product that was newly created fails to display In the Product Selection screen when users search for it.
What are three possible reasons for this behavior?
Choose 3 answers
Scenario:
A subscription product does not appear in the Product Selection screen during search.
Possible Causes:
A: The Active checkbox must be TRUE for the product to appear.
D: The product requires a Pricebook Entry in the corresponding Quote's Pricebook.
E: If the Component checkbox is TRUE, the product is treated as a bundle component, not standalone, and will not appear in search results.
Why Other Options Are Incorrect:
B: Cost records are unrelated to product visibility.
C: The Optional checkbox determines bundling behavior, not search visibility.
Salesforce CPQ Reference:
Product visibility settings are detailed in CPQ Product Selection Configuration .
A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers
Issue Context:
Some Opportunity Products are not syncing from the Quote, causing pipeline inaccuracies.
Troubleshooting Steps:
A . Ensure the Quote's Account lookup is populated:
A missing Account lookup can prevent synchronization as it ties the Quote to the Opportunity.
B . Ensure the Opportunity's Primary Quote lookup is populated:
The Primary Quote must be explicitly linked to the Opportunity for synchronization to occur.
E . Check the Quote's Primary checkbox for a value of True:
Only the Primary Quote syncs Opportunity Products. Ensure the checkbox is set to True.
Validation:
Verify that Opportunity Products sync correctly after ensuring these fields are properly populated.
A user created a Quote containing two Products. The Subscription Pricing field on Product A is blank. Product B has Subscription Pricing set to Percent of Total and both Products share the same Percent of Total Category. When the Contract is renewed, both Products are shown in the renewal Quote, but Product A has a Net Total of zero.
Why does Product A have a Net Total of zero?
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