Salesforce-CPQ-Administrator Exam Questions With Explanations

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Salesforce Salesforce-CPQ-Administrator Exam Sample Questions 2026

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Salesforce 2026 Release
212 Questions
4.9/5.0

The Admin at Universal Containers has received feedback about the amount of horizontal scrolling necessary to access Clone and Delete actions on Quote Lines in the Quote Line Editor. What should the Admin do to resolve this issue?

A. Move the Clone and Delete actions into the Quote Line Editor drawers.

B. Change the Actions Column Placement in package settings to Left.

C. Update the Custom Action Location to left.

D. Set a lower value in the Display Order field in the Custom Action record.

B.   Change the Actions Column Placement in package settings to Left.

Explanation:

Here’s the issue:
Users have to scroll horizontally to reach Clone and Delete actions on quote lines.

Why?

By default, the Actions column (containing Clone, Delete, etc.) appears at the far right in the Quote Line Editor grid.
If your quote lines have many columns (e.g. product fields, pricing fields), the grid becomes wide → users have to scroll to reach those buttons.

✅ How to Fix It

Salesforce CPQ includes a setting in package settings:
Actions Column Placement = Left | Right

✅ Setting this to Left:
Moves the Actions column to the left edge of the grid.
Users see Clone, Delete, etc. immediately without scrolling.
No impact on functionality.

Hence, the correct solution is:
✅ B. Change the Actions Column Placement in package settings to Left.

Why Not The Other Options?

A. Move Clone and Delete actions into the Quote Line Editor drawers.

🚫 Wrong.
You can’t “move” Clone/Delete into drawers via configuration.
Those are grid actions, not drawer-specific.

C. Update the Custom Action Location to left.

🚫 Wrong.
Custom Action Location controls:
Page Top
Line Editor Drawer
Line Column

However, Clone/Delete are standard grid actions, not Custom Actions.

D. Set a lower value in the Display Order field in the Custom Action record.

🚫 Wrong.
Display Order determines the order of Custom Actions, but:
Clone/Delete are standard system actions, not Custom Actions.
Display Order doesn’t affect their placement left vs. right.

Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distributors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor. Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?

A. Enable the Partner Discount in the Calculating Fields field set

B. Ensure the ChannelDiscountsOffUst__c field value is set to 1.

C. Enable the Calculate Immediately field on the Pricing and Calculation tab

D. Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.

C.   Enable the Calculate Immediately field on the Pricing and Calculation tab

Explanation:

Real-time math in the Line Editor is controlled by the Calculate Immediately setting (CPQ Package → Pricing & Calculation tab). When this checkbox is true CPQ re-evaluates pricing logic every time the user moves focus out of an edited cell—including the Partner Discount field—so the Net Price column refreshes instantly.

Without it, reps must click Save or Quick Save to trigger recalculation, which matches the behavior the sales team reported. Putting Partner Discount into a field set or tweaking Channel/ApplyPartnerDiscountFirst flags does not influence the timing of calculations.

The sales manager at Universal Containers wants to ensure that bundles:
• Cannot be reconfigured when a ftinuwal Quote is created.
• Allow sales reps to configure bundles only on new or amendment quotes.

A. Ensure SBQQ__ReconfigurationDisabled_c is set to TRUE on the Bundle product.

B. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type_c is not equal to "Renewal'.

C. Create a Custom Action Condition on the Reconfigure Line custom action whereSBQQ__Type__c is equal to "Renewal

B.   Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type_c is not equal to "Renewal'.

Explanation:

The requirement is:
• Bundles cannot be reconfigured during Renewal Quotes.
• Bundles should remain reconfigurable on New or Amendment Quotes.

How This Works:

The Reconfigure Line button is a Custom Action in CPQ. You can control its visibility using Custom Action Conditions.

To hide the Reconfigure Line action during Renewal quotes, create a Custom Action Condition like this:

Condition Example:

Field: SBQQ__Type__c
Operator: Not Equals
Filter Value: Renewal

This ensures Reconfigure Line is visible on New Quotes and Amendment Quotes, but hidden on Renewal Quotes.

Why Not The Other Options?

A. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
🚫 Wrong. This disables all reconfiguration of the bundle in all quote types. The question wants bundles reconfigurable for New and Amendment quotes.

C. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to “Renewal”.
🚫 Wrong. That condition would enable the Reconfigure button only on Renewal Quotes, which is the opposite of what is required.

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?

A. Set the Configuration Type field to Allowed.

B. Select the Component checkbox on the Product.

C. Select the Hidden checkbox on the Product.

D. Set the Asset Conversion field to One per unit.

C.   Select the Hidden checkbox on the Product.

Explanation:

UC’s scenario:

Product should only be sold as part of a bundle.
Product should not appear on the Product search screen when reps add products manually.

This is exactly the purpose of the Hidden checkbox on a Product record in Salesforce CPQ:

“When you select the Hidden checkbox on a product, that product does not appear in product search results or on the Add Products page. However, you can still add it as a feature option in a bundle.”

So:

✅ Product can still be used as a bundle component.
✅ Users cannot select it directly when quoting standalone products.

This is the recommended best practice for bundle-only components.

Why not the other options?

A. Set the Configuration Type field to Allowed.
The Configuration Type controls how bundles behave during configuration (Allowed, Required, Disabled). It does NOT hide a product from product searches.

B. Select the Component checkbox on the Product.
The Component checkbox indicates the product is used as a sub-product in a bundle, but it does not hide it from product search results.

D. Set the Asset Conversion field to One per unit.
Asset Conversion controls how CPQ converts quote lines into assets during contracting. It’s irrelevant to product search visibility.

The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction. How should an admin meet the requirement?

A. Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.

B. Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked

C. Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist for the Additional Discount Line Column.

D. Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c and display it in the Quote Line Editor.

C.   Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist for the Additional Discount Line Column.

Explanation:

1. Understanding the Requirement:

The sales team wants dynamic control over whether the "Additional Discount" column appears on the Quote Template PDF.
This should be configurable per transaction (not a fixed template setting).

2. Why Option C is Correct:

Conditional Print Field in Quote Templates:
Salesforce CPQ allows line columns (like "Additional Discount") to be conditionally hidden based on a field value.

Steps:

1. Create a custom checkbox field (e.g., Show_Discount__c) on the Quote object.
2. In the Quote Template Editor, select the Additional Discount column.
3. Set its Conditional Print Field to reference Show_Discount__c.
4. When unchecked, the column won’t print in the PDF.

3. Why Other Options Fail:

A: Creating two templates is inflexible—sales reps must manually switch templates instead of toggling a checkbox.

B: Custom fields on Template Section don’t control column visibility dynamically per quote.

D: A Special Field in the Quote Line Editor doesn’t affect PDF output (it’s for UI, not templates).

4. Key Concept:

Conditional Print Fields are the standard CPQ feature for dynamic PDF column visibility.
Avoid hardcoding templates when user input should drive behavior.

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Frequently Asked Questions

This exam evaluates your ability to configure and manage Salesforce CPQ (Configure, Price, Quote). It focuses on product configuration, pricing rules, quote templates, approvals, and automation within Salesforce CPQ. Candidates are expected to solve real-world quote-to-cash scenarios.
  • Define Product records with proper product codes and descriptions.
  • Use bundled products to group multiple items for a solution.
  • Apply product rules (Selection, Validation, Filter rules) to enforce dependencies and constraints.
  • Test bundle configurations in sandbox before deployment to production.
  • Use Price Books to manage different pricing strategies.
  • Configure Discount Schedules for quantity or term-based discounts.
  • Apply Price Rules and Lookup Queries to automate custom pricing calculations.
  • Test pricing logic across multiple products and bundles to ensure accuracy.
  • Check Product and Price Book setup for missing values.
  • Review Price Rules and Product Rules for conflicts or missing conditions.
  • Ensure Approval Processes are properly assigned to the relevant roles.
  • Use Quote Calculator Logs to trace calculation errors step by step.
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