Free Certified CPQ Specialist Sample Questions — Certified CPQ Specialist

Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature? (Choose two.)

• A. Contracted Price
• B. Product
• C. Product Option
• D. Segmented Product

When Product A is added to a Primary Quote, sales reps can view the Quote Line and make adjustments. However, an Opportunity Line Item is missing for Product A after the Primary Quote has been saved. What are two possible causes for this behavior? (Choose two.)

• A. Product A has "Exclude From Opportunity" set to TRUE
• B. Product A has "Optional" set to TRUE
• C. Product A has "Component" set to TRUE
• D. Product A has "Hidden" set to TRUE

Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval. How can the admin meet this requirement?

• A. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote
• B. Using Native Approvals, build a custom button to display the approval matrix to users
• C. Using Advanced Approvals, place the Preview Approval button on the Quote page layout
• D. Using Advanced Approvals, build a custom Visualforce Page to display the approval Chains for the Quote

Universal Containers has a bundle with many Features. In one of these Features, Feature A, all Product Options share the same Discount Schedule. How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?

• A. Set the Discount Schedule on the Product Option records and mark the Cross Products checkbox as False on the Discount Schedule
• B. Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount Schedule
• C. Set the Discount Schedule on the Product Option records and mark the Cross Orders checkbox as True on the Discount Schedule
• D. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount Schedule

What is the correct order of data import to load Price Rules into CPQ?

• A. Price Books, Price Rules, Lookup Queries, Price Conditions, Price Actions
• B. Summary Variables, Price Rules, Price Conditions, Lookup Queries, Price Actions
• C. Costs, Price Books, Price Rules, Discount Categories, Discount Schedules
• D. Price Books, Price Rules, Price Dimensions, Discount Tiers, Price Actions

Universal Containers (UC) uses the Advanced Approvals package for Its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager. How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?

• A. Define the approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User 1D
• B. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager
• C. Set Next Automated Approver Determined By to Manager on the Approval Process
• D. Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing different Approver than the manager

Universal Containers (UC) utilizes bundles to sell hardware and related accessories together as a package. Several of the accessories are component-type Options, with quantities dependent on the hardware. UC wants to begin using split Orders to manage a fulfillment process, with Orders broken out based on when items are shipped to the customer. What should UC consider before implementing split Orders?

• A. The hardware bundle and component-type Options can be split into separate Orders without preserving the bundle structure
• B. The hardware bundle and component-type Options can be split using the Order By field
• C. The hardware bundle and component-type Options must be placed in the same Order together
• D. The hardware bundle and component-type Options can be split manually,

Universal Containers sells Tiny Boxes for $0.005 each. Tiny Boxes are Non Discountable. How should the admin set the decimal precision for the unit price?

• A. Set the Unit Price Scale to 3 in the Pricing and Calculation Package Settings
• B. Use a Price Rule that sets the Net Unit Price to $0,005 when the product is added to a Quote
• C. Set the Unit Price Scale field to 3 on the tiny boxes Product record
• D. Edit the Unit Price field on the Quote Lire object end set the precision to 3

An Admin has pasted the Salesforce ID of an image into the Watermark ID field of a Quote Template, but the watermark image is absent from the rendered Document. What is preventing the watermark from appearing?

• A. The Watermark Shown Quote field is unchecked
• B. The image file type is PNG
• C. The Opportunity's Stage field is equal to Closed/Won
• D. The Quote's Status field is equal to Approved

An admin wants to set up a product bundle that dynamically generates SKUs depending on what users choose during the selling process. Which three fields are required for this type of configuration? (Choose three.)

• A. Configured Code Pattern
• B. Component Description Position
• C. Component Code Position
• D. Configured Description Pattern
• E. Component Code

Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor. Which Salesforce CPQ functionality will satisfy this requirement?

• A. Price Rules
• B. Custom Action with Search Filter
• C. Custom page security plug-in script
• D. Product Rules of filter type

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 three.)

• A. The Product is missing a related Cost record
• B. The Optional checkbox is TRUE on the Product record
• C. The Product is missing a Pricebook Entry for the Quote's Pricebook
• D. The Active checkbox is FALSE on the Product record
• E. The Component checkbox is TRUE on the Product record

When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Apply Immediately has been set on Product Option A. Which settings should be used on the Price Rule to meet these requirements?

• A. Evaluation Scope = Configurator - Configurator Evaluation Event = Edit
• B. Evaluation Scope = Calculator - Calculator Evaluation Event = Save
• C. Evaluation Scope = Configurator - Configurator Evaluation Event = Save
• D. Evaluation Scope = Calculator - Calculator Evaluation Event = Edit

While performing an amendment, a sales rep is unable to edit the Additional Discount for an existing subscription Quote Line. What is the cause of this behavior?

• A. The org is using legacy amendment and renewal service
• B. Product Rule is preventing the Additional Discount from being edited
• C. Additional Discount is a locked field on amendment Quotes
• D. The Non Discountable field is marked True on the Product record for the Quote Line

Universal Containers has a customer account for which the sales reo has negotiated a lower price for a product. The new price for the product should stay in effect for new quotes, renewal and amendment quotes. Which two individual actions could the admin take to set up a Contracted Price for this customer? (Choose two.)

• A. Generate a Contracted Price via the Contracted checkbox on the Quote record
• B. Populate the Generate Contracted Price field on a Quote record
• C. Create a Contracted Price record related to the desired Account
• D. Use a Price Action to inject the discounted price into the SBQQ__CustomerPrice__c field

Universal Containers requires a specific level of approval for an enterprise-level customer if a single line’s Net Price is above a certain threshold. The admin has set up a Price Rule with a reference to a custom formula field on the Price Condition to update a field used to flag this Quote Line for approval. The user has to click Calculate twice for the field to update. What is the most likely cause of the issue?

• A. The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it is evaluated
• B. The Evaluation Scope of the Price Rule is set incorrectly to fire on the Configurator, so the Price Rule fires on the Configure Products page
• C. The referenced formula field contains date/time data information that is unsupported, so the Price Rule fires sporadically
• D. The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time

The Require Approved Quote package-level setting prevents CPQ from generating records for which object?

• A. Order
• B. Contracted Price
• C. Contract
• D. Quote Document

While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too slow. Management has asked the Admin to streamline the Quote Line Editor so calculations occur automatically after each change is made. What Managed Package setting should the Admin enable to meet this requirement?

• A. Enable Quick Calculate
• B. Calculate Immediately
• C. Use Inactive Prices
• D. Use Legacy Calculator

Universal Containers (UC) has set the CPQ package settings of both Subscription Term Unit and Subscription Prorate Precision to Month. UC wants to quote a Fixed Price Subscription Product with a Start Date of June 18, 2019 and an End Date of August 21, 2020. The Product record has a Subscription Term of 12, a Pricing Method of List, and a Pricebook Entry of USD 100. What is the Prorated List Unit Price for the Quote Line?

• A. USD 118.31
• B. USD 116.67
• C. USD 125.00
• D. USD 100.00

An admin wants the user to have the ability to choose options and define option quantity via bundle configuration. Which three values for Configuration Type will meet this requirement? (Choose three.)

• A. Allowed
• B. Required
• C. Disabled
• D. Add
• E. None