Salesforce CPQ Specialist Questions
1. A User creates a quote with these details: No subscription pricing products. Default Product record
fields have not been altered. Renewal Model is Contract based. The Quote has been contracted.
Which records will be generated?
a. Assets will be created on the opportunity for each product in the quote.
b. A contract will be generated with subscription for each product in the quote.
c. Assets will be created on the account for each product in the quote.
d. A contract will be generated with no subscriptions for each product in the quote.
2. Universal Containers wants their documents to be translated into multiple languages. The Admin
has already provided translations for the merge fields, but wants to create translations for the static
text. What is the proper structure of the variable that represents the translatable static text in
Template Content?
a. {!Text.VariableName}
b. {$Data.VariableName}
c. {!Data.VariableName}
d. {$Text.VariableName}
3. A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor.
Rather than going back in, they have changed the field on the Quote’s detail page. After doing so,
however, no prices were updated to reflect the new discount. Which reason could explain this
unexpected behavior?
a. The Additional Discount is only applied to the Amount fields on the Quote.
b. Fields updated outside of the Line Editor do not affect Pricing.
c. The Additional Discount field is not in the Calculating Fields field set.
d. A Price Rule is needed to inject this value into the Quote Lines.
4. Universal Containers wants to calculate the net amount of all hardware products on a quote. For
this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote
field. Which picklist value(s) from the Calculator Evaluation Event field should be selected for this
price rule?
a. Before Calculate and On Calculate
b. After Calculate
c. On Calculate
d. On Calculate and After Calculate
5. Universal Containers wants to default information on the Quote Line from a Product field. How
should this information be transferred?
a. Create a cross-object formula field that stores the Product Field’s value in the Quote Line field.
b. Create two fields with the same API name and type on the Product and Quote Line.
c. Create a Price Rule that stores the Product field’s value in the Quote Line field.
d. Create a Workflow Rule that stores the Product field’s value in the Quote Line filed.
,6. Universal Containers has decided to mark up prices instead of discounting. Product A is valued at
$10 and Product B is valued at $20. Product A is a 10% markup and Product B is a 20% markup.
Which pricing method would the Admin set up, and what would the final price be for each product?
a. List, Product A price would be $11, Product B Price would be $22
b. List, Product A price would be $11, Product B price would be $24
c. Cost, Product A pric e would be $12, Product B price would be $24
d. Cost, Product A price would be $11, Product B price would be $24
7. Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of
these sections to render on its own page, no matter if the text field fills an entire page or not. Which
two will determine how the page breaks?
a. Under the Page Break picklist, select the After option on each of the first three Template
Sections.
b. Under the Keep with Previous picklist, select the Always option on each of the Template
Sections.
c. Under the Keep Separate picklist, select the Always option on each of the Template Sections.
d. Under the Page Break picklist, select the Before option on each of the last three Template
Sections.
8. Universal Containers wants to apply an additional discount of 15% to the Quote when Payment
Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined.
What is the correct Price Rule Setup?
a. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price
Action.
b. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action
each.
c. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.
d. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the
other, and one Price Action each.
9. Universal Containers has a bundle that has a large number of Product Options. They do not want all
of the options available to be visible on the configuration by default. They want the User to click a
button within each Feature to see which Product Options are available to be selected, and then have
the User select Product Options from that page. How should the Admin set up the bundle for the
display to work this way?
a. Select the Required checkbox on each Product Option in the Bundle.
b. Select the Hidden checkbox on the Bundled Product record.
c. Select Add as the Option Selection Method on the Bundle product.
d. Select Click as the Option Selection Method on the Bundle product.
10. Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell
Product Option X before they can sell Product Option Y. Sales has indicated that this would be too
restrictive, and they want to be able to select Product Option Y as long as Product Option X is an
existing asset on the account. UC has approved this change. What should the Admin do to address
this change?
a. List accounts with assets in the “Option Constraint Group” field.
b. Look up the account with the assets on the “Account” field.
c. Mark the “Check Prior Purchases” checkbox as TRUE.
, d. Use a Product Rule instead of an Option Constraint.
11. An Admin at Universal Containers wants to configure a bundle with multiple features and have the
product code of all options displayed in a single field for easy rendering on the quote document.
What should the Admin do to achieve this?
a. Write a custom trigger.
b. Use package product code.
c. Create price rules and formula fields.
d. Combine roll-up fields with formula fields.
12. Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently
create Quotes which are longer than this period. When adding this Product to these Quotes,
however, the Prorated List Price is the same as the List price. Which action should the Admin take to
correct the issue?
a. Populate Subscription Pricing on the Product.
b. Populate Subscription Pricing on the Quote Line.
c. Check “Enable Proration” on the Quote.
d. Populate Default Subscription Term on the Quote Line.
13. Universal Containers would like a specific background color for the column heading of the line item
table in the output document. Where should the Admin input the correct hex code to meet this
display requirement?
a. In the Template Content source editor in place of the previous hex color code.
b. In the Shading Color field on the Quote Template record.
c. In the Group Shading Color field on the Quote Template record.
d. In the Summary Shading Color field on the Line Column records.
14. Universal Containers wants to give management the ability to override the price of specific products
that always contain Discount Schedules. The Admin has determined that setting the product field
Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides
to create a custom field for custom price entry and Price Rule to inject this value into managed
pricing fields. What Salesforce pricing fields should the Price Rule Set?
a. Special Price and Special Price Type
b. Custom Price and Custom Price Type
c. Regular Price and Regular Price Type
d. List price and List Price Type
15. Universal Containers has an output document with a line item table that currently displays
product options that are marked as Included. What step should the Admin take to remove the
Included products from the line item table?
A. Set the Show Bundled Products field to False on the Quote Template.
B. Set the Hide Included Products field to True on the Quote Template.
C. Create a Quote Line field OutputVisibility__C that returns False if Included = True.
D. Create a filter on the line items Template Section where Component = False
, 16. Universal Containers uses Contracted Pricing to set pricing for specific distributors and those
distributors’ business units (child accounts). Product A has a product family of Storage and a list
price of $300. The parent account has a Contracted Price set to $200 and a filter based on the
product family of Storage. Which two ways can the Admin set Product A back to list price on a
business unit account?
a. Set Ignore Parent Contracted Prices to true on the parent contracted price.
b. Create a new contracted price for Product A on the business unit account with a price of
$300.
c. Create a new contracted price record for Product A on the business unit account and set its
Ignore Parent Contracted prices to true.
d. Set Ignore Parent Contracted Prices to true on the business unit account record.
17. What is a valid formula for use in a Price Action where Target Object is Quote Line?
a. SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c
b. SBQQ__Product__r.Name
c. SBQQ__Feature__r.SBQQ__Number__c
d. $User.FirstName
18. Universal Containers has a quote with the following Process Inputs. The Admin wants questions that
change dynamically based on answers to previous questions. For the first question, if the answer to
“What business problem are you solving” is: Consolidated IT, then Server Types should be shown as
the only next question. If the answer is “Manage Time & Express,” then Deployment Options and
Commercial Segment should be shown and Server Types should be hidden. How should the quote
process be set up to meet this requirement.
Proce
ss
Input Question
Busin
ess What business problem
Soluti are you solving?
on
Server
Types What server types?
Deplo
yment
Optio Preferred Deployment
ns Options
Com
merci
al
Segm
ent Commercial Segment
a. Create a Process Input Condition on Business Solution where Server Types equals Consolidated
IT. Create a Process Input Condition on Deployment Options and Commercial Segment where
Business Solutions equals Manage Time & Expense.
1. A User creates a quote with these details: No subscription pricing products. Default Product record
fields have not been altered. Renewal Model is Contract based. The Quote has been contracted.
Which records will be generated?
a. Assets will be created on the opportunity for each product in the quote.
b. A contract will be generated with subscription for each product in the quote.
c. Assets will be created on the account for each product in the quote.
d. A contract will be generated with no subscriptions for each product in the quote.
2. Universal Containers wants their documents to be translated into multiple languages. The Admin
has already provided translations for the merge fields, but wants to create translations for the static
text. What is the proper structure of the variable that represents the translatable static text in
Template Content?
a. {!Text.VariableName}
b. {$Data.VariableName}
c. {!Data.VariableName}
d. {$Text.VariableName}
3. A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor.
Rather than going back in, they have changed the field on the Quote’s detail page. After doing so,
however, no prices were updated to reflect the new discount. Which reason could explain this
unexpected behavior?
a. The Additional Discount is only applied to the Amount fields on the Quote.
b. Fields updated outside of the Line Editor do not affect Pricing.
c. The Additional Discount field is not in the Calculating Fields field set.
d. A Price Rule is needed to inject this value into the Quote Lines.
4. Universal Containers wants to calculate the net amount of all hardware products on a quote. For
this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote
field. Which picklist value(s) from the Calculator Evaluation Event field should be selected for this
price rule?
a. Before Calculate and On Calculate
b. After Calculate
c. On Calculate
d. On Calculate and After Calculate
5. Universal Containers wants to default information on the Quote Line from a Product field. How
should this information be transferred?
a. Create a cross-object formula field that stores the Product Field’s value in the Quote Line field.
b. Create two fields with the same API name and type on the Product and Quote Line.
c. Create a Price Rule that stores the Product field’s value in the Quote Line field.
d. Create a Workflow Rule that stores the Product field’s value in the Quote Line filed.
,6. Universal Containers has decided to mark up prices instead of discounting. Product A is valued at
$10 and Product B is valued at $20. Product A is a 10% markup and Product B is a 20% markup.
Which pricing method would the Admin set up, and what would the final price be for each product?
a. List, Product A price would be $11, Product B Price would be $22
b. List, Product A price would be $11, Product B price would be $24
c. Cost, Product A pric e would be $12, Product B price would be $24
d. Cost, Product A price would be $11, Product B price would be $24
7. Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of
these sections to render on its own page, no matter if the text field fills an entire page or not. Which
two will determine how the page breaks?
a. Under the Page Break picklist, select the After option on each of the first three Template
Sections.
b. Under the Keep with Previous picklist, select the Always option on each of the Template
Sections.
c. Under the Keep Separate picklist, select the Always option on each of the Template Sections.
d. Under the Page Break picklist, select the Before option on each of the last three Template
Sections.
8. Universal Containers wants to apply an additional discount of 15% to the Quote when Payment
Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined.
What is the correct Price Rule Setup?
a. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price
Action.
b. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action
each.
c. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.
d. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the
other, and one Price Action each.
9. Universal Containers has a bundle that has a large number of Product Options. They do not want all
of the options available to be visible on the configuration by default. They want the User to click a
button within each Feature to see which Product Options are available to be selected, and then have
the User select Product Options from that page. How should the Admin set up the bundle for the
display to work this way?
a. Select the Required checkbox on each Product Option in the Bundle.
b. Select the Hidden checkbox on the Bundled Product record.
c. Select Add as the Option Selection Method on the Bundle product.
d. Select Click as the Option Selection Method on the Bundle product.
10. Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell
Product Option X before they can sell Product Option Y. Sales has indicated that this would be too
restrictive, and they want to be able to select Product Option Y as long as Product Option X is an
existing asset on the account. UC has approved this change. What should the Admin do to address
this change?
a. List accounts with assets in the “Option Constraint Group” field.
b. Look up the account with the assets on the “Account” field.
c. Mark the “Check Prior Purchases” checkbox as TRUE.
, d. Use a Product Rule instead of an Option Constraint.
11. An Admin at Universal Containers wants to configure a bundle with multiple features and have the
product code of all options displayed in a single field for easy rendering on the quote document.
What should the Admin do to achieve this?
a. Write a custom trigger.
b. Use package product code.
c. Create price rules and formula fields.
d. Combine roll-up fields with formula fields.
12. Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently
create Quotes which are longer than this period. When adding this Product to these Quotes,
however, the Prorated List Price is the same as the List price. Which action should the Admin take to
correct the issue?
a. Populate Subscription Pricing on the Product.
b. Populate Subscription Pricing on the Quote Line.
c. Check “Enable Proration” on the Quote.
d. Populate Default Subscription Term on the Quote Line.
13. Universal Containers would like a specific background color for the column heading of the line item
table in the output document. Where should the Admin input the correct hex code to meet this
display requirement?
a. In the Template Content source editor in place of the previous hex color code.
b. In the Shading Color field on the Quote Template record.
c. In the Group Shading Color field on the Quote Template record.
d. In the Summary Shading Color field on the Line Column records.
14. Universal Containers wants to give management the ability to override the price of specific products
that always contain Discount Schedules. The Admin has determined that setting the product field
Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides
to create a custom field for custom price entry and Price Rule to inject this value into managed
pricing fields. What Salesforce pricing fields should the Price Rule Set?
a. Special Price and Special Price Type
b. Custom Price and Custom Price Type
c. Regular Price and Regular Price Type
d. List price and List Price Type
15. Universal Containers has an output document with a line item table that currently displays
product options that are marked as Included. What step should the Admin take to remove the
Included products from the line item table?
A. Set the Show Bundled Products field to False on the Quote Template.
B. Set the Hide Included Products field to True on the Quote Template.
C. Create a Quote Line field OutputVisibility__C that returns False if Included = True.
D. Create a filter on the line items Template Section where Component = False
, 16. Universal Containers uses Contracted Pricing to set pricing for specific distributors and those
distributors’ business units (child accounts). Product A has a product family of Storage and a list
price of $300. The parent account has a Contracted Price set to $200 and a filter based on the
product family of Storage. Which two ways can the Admin set Product A back to list price on a
business unit account?
a. Set Ignore Parent Contracted Prices to true on the parent contracted price.
b. Create a new contracted price for Product A on the business unit account with a price of
$300.
c. Create a new contracted price record for Product A on the business unit account and set its
Ignore Parent Contracted prices to true.
d. Set Ignore Parent Contracted Prices to true on the business unit account record.
17. What is a valid formula for use in a Price Action where Target Object is Quote Line?
a. SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c
b. SBQQ__Product__r.Name
c. SBQQ__Feature__r.SBQQ__Number__c
d. $User.FirstName
18. Universal Containers has a quote with the following Process Inputs. The Admin wants questions that
change dynamically based on answers to previous questions. For the first question, if the answer to
“What business problem are you solving” is: Consolidated IT, then Server Types should be shown as
the only next question. If the answer is “Manage Time & Express,” then Deployment Options and
Commercial Segment should be shown and Server Types should be hidden. How should the quote
process be set up to meet this requirement.
Proce
ss
Input Question
Busin
ess What business problem
Soluti are you solving?
on
Server
Types What server types?
Deplo
yment
Optio Preferred Deployment
ns Options
Com
merci
al
Segm
ent Commercial Segment
a. Create a Process Input Condition on Business Solution where Server Types equals Consolidated
IT. Create a Process Input Condition on Deployment Options and Commercial Segment where
Business Solutions equals Manage Time & Expense.
