Salesforce-CPQ-Administrator Practice Test
Updated On 10-Nov-2025
212 Questions
When amending a contract, users have reported that the net pricing of some products is incorrect. The admin has done a preliminary investigation and found that the issue only happens on existing products when the quantity is adjusted. What is the likely cause?
A. The Revised Quantity has been set on the Subscription record.
B. A Price Rule is firing On Calculate and changing the Effective Quantity.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. The products have a Discount Schedule and Cross Order is unselected.
Explanation:
This scenario points directly to a common issue with Discount Schedules in Salesforce CPQ, especially during the amendment process. The key is how the "Cross Order" setting impacts quantity-based pricing over the life of a contract.
The Role of the "Cross Order" Checkbox
Discount Schedules and Tiers: Discount Schedules apply discounts based on the quantity of a product, using defined tiers (e.g., 1-10 units at 5% off, 11-50 units at 10% off).
"Cross Order" Unselected: When Cross Order is not selected on the Discount Schedule record, each amendment or renewal is treated as a completely separate transaction for the purposes of applying the discount. The quantity tiers are calculated based only on the quantity for the current quote, not the total quantity across the original order and all amendments.
The Problem in Amendments:
Original Sale: A customer buys 100 units, placing them in a higher discount tier.
Amendment: The customer adds 10 more units via an amendment. Since Cross Order is unchecked, the amendment quote sees only the new 10 units. This small quantity might fall into a lower discount tier (or no discount at all), leading to a higher unit price for the additional 10 units than the customer expects. The net price on the amended quote line will be incorrect from the user's perspective, who assumes the original volume discount applies.
"Cross Order" Selected (Correct Behavior):
When Cross Order is selected, CPQ looks at the total quantity across all related quotes and contracts (the "aggregate quantity") to determine the discount tier. This ensures that the quantity changes on an amendment correctly trigger the right pricing, as the system considers the full historical purchase volume.
Why other options are incorrect
A. The Revised Quantity has been set on the Subscription record:
Manually setting the Revised Quantity on the subscription record is not the standard way to handle quantity changes via an amendment. CPQ automatically manages these delta quantities. While incorrect manual updates could cause issues, it's not the root cause of the behavior described, which is related to the pricing mechanism itself.
B. A Price Rule is firing On Calculate and changing the Effective Quantity:
This is a less likely cause. While a Price Rule could manipulate the Effective Quantity, it would be a custom implementation. The standard CPQ behavior with Discount Schedules and the Cross Order setting is the most probable cause for this specific type of quantity-based pricing error on amendments.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price:
A Price Rule firing "Before Calculate" would change the Regular Unit Price before any quantity-based discounts are applied. This would affect the price calculation, but it wouldn't cause the specific symptom of only failing when the quantity is adjusted on an existing product. The issue is in how the quantity tiers are evaluated over multiple orders, not the initial unit price.
Reference
Salesforce CPQ Discount Schedules - Cross Orders Explained
Trailhead - CPQ Pricing Methods: Discount Schedules
Universal containers has an add-on product that can only sold as part of bundles.
Which two steps should the admin take to meet this requirement?
Choose 2 answers
A. Set the component checkbox to TRUE on the add-on product record.
B. Create a product Option records referencing the add-on product on each bundle.
C. Set the customer community availably picklist on the add-on Product to never.
D. Create a product Feature record referencing the add-on product.
B. Create a product Option records referencing the add-on product on each bundle.
Explanation:
A. Set the $\text{SBQQ\_\_Component\_\_c}$ checkbox to TRUE on the add-on product record.
Detail: The Component checkbox ($\text{SBQQ\_\_Component\_\_c}$) on the Product record is used to designate a product that should not be available for selection as a standalone product in the main product selection screen (Product Lookup).
Mechanism: When set to $\text{TRUE}$, the product is only accessible when included as a child product (Product Option) within a parent bundle. This prevents sales reps from adding it individually, thus enforcing that it must be sold as part of a bundle.
B. Create a Product Option record referencing the add-on product on each bundle.
Detail: A Product Option record is the junction object that connects a parent bundle product to a child add-on product.
Mechanism: To make the add-on product available within the desired bundles, the admin must create a Product Option record for each parent bundle. This record references the add-on product in the $\text{SBQQ\_\_OptionalSKU\_\_c}$ field, thus allowing it to be configured and added to the quote when the parent bundle is selected.
❌ Incorrect Answers and Their Flaws
C. Set the customer community availably picklist on the add-on Product to never.
This picklist controls visibility in a Customer Community or Experience Cloud site. It has no effect on a standard Sales Rep's ability to see and select products in the main Salesforce CPQ Quote Line Editor.
D. Create a product Feature record referencing the add-on product.
A Product Feature record is used to group related Product Options within the bundle configuration screen (e.g., a "Memory" feature grouping 8GB and 16GB options). While an add-on product usually belongs to a Feature for organization, the Feature itself does not directly reference the add-on product, and creating a Feature alone does not prevent the product from being sold standalone.
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.
The maintenance product has been updated to be priced as Percent Of Total and the
percentage has been set.
How should the product records be altered to meet this requirement?
A. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
B. Set the maintenance product Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
C. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
D. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
Explanation:
This question tests the understanding of how to configure Percent of Total (POT) pricing for a specific subset of products using a category. The setup requires two parts: configuring the POT product (the maintenance product) and configuring the "covered" products (the storage products).
Maintenance Product Setup
Percent Of Total Category: The maintenance product must be configured to reference the correct category to identify which products it should base its price on. The Percent Of Total Category field on the maintenance product should be set to Storage.
The question states that the maintenance product has already been set up with Pricing Method = Percent Of Total and the correct percentage.
Covered Products Setup
Percent Of Total Category: All products that should be included in the POT calculation must have a matching category. Therefore, on all Storage subscription products, the Percent Of Total Category field must also be set to Storage.
Include in Percent of Total: By default, Salesforce CPQ does not include subscription products in POT calculations. To explicitly include them, the Include in Percent of Total checkbox must be selected on each of the Storage subscription products.
Why other options are incorrect
B: This option incorrectly states that the maintenance product needs Include in Percent of Total set to True. That field is for covered subscription products, not the POT product itself. The POT product's pricing is determined by its Pricing Method and Percent Of Total Category.
C: This option misses a crucial step. It omits setting the Include in Percent of Total checkbox on the Storage subscription products, which is required to include subscription products in the POT calculation.
D: This option suggests setting Exclude From Percent of Total to False on the covered products. While the default setting for most products is to be included in POT, this is not true for subscriptions. Subscriptions must be explicitly included via the Include in Percent of Total checkbox. The Exclude field is generally used for one-time products that you specifically want to omit from a POT calculation.
Reference:
Implement the Percent Of Total Pricing Method - Trailhead: This Trailhead module provides a step-by-step guide to setting up percent of total pricing, including the use of categories and the distinction between subscription and non-subscription products.
The sales manager at Universal containers wants to ensure that bundles:
• Cannot be reconfigured when a Renewal Quote is created.
• Allow sales reps to configure bundles only on new or amendment quotes.
What should the CPQ specialist co to meet these requirements?
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 equal to "Renewal".
C. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
D. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.
Explanation:
This question focuses on controlling the visibility and behavior of the "Reconfigure" button, which is a CPQ Custom Action. The best way to show or hide a Custom Action based on a condition (like the quote's type) is to use Custom Action Conditions.
C. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
The Reconfigure button is a Custom Action:
The "Reconfigure Line" button (represented by a wrench icon) that appears in the Quote Line Editor is actually a CPQ Custom Action.
Conditional Visibility: Custom Actions can have conditions defined that control when they are displayed to the user.
Quote Type Field: The SBQQ__Type__c field on the Quote object holds the value for the quote's type, such as "New", "Amendment", or "Renewal".
Solution: By setting a condition on the "Reconfigure Line" Custom Action that checks if the Quote. SBQQ__Type__c field is not equal to "Renewal", the button will appear on New and Amendment quotes but will be hidden on Renewal quotes, perfectly matching the requirements.
Why other options are incorrect
A. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product:
This checkbox completely disables reconfiguration for the bundle on all quote types, including New and Amendment quotes. The requirement is to allow reconfiguration on those quote types, so this option is incorrect.
B. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal":
This would have the opposite effect of what is required. This condition would only display the "Reconfigure" button on Renewal quotes and hide it on New and Amendment quotes.
D. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product:
This refers to the Configuration Type field on the product, which disables the configuration at all times. This is similar to option A and does not meet the requirement to allow reconfiguration on new and amendment quotes.
Reference
For more information, see the Salesforce CPQ documentation on Custom Actions and their conditions, or review the resources mentioned in the search results.
Sales reps at Universal Containers want to be able to filter products based on their Release
Date. For example, a sales rep would like to see products with a Release Date between
their input values of 11/23/04 and 01/16/07 when adding products.
What should the admin create for this use case?
A. Configuration attributes for the earliest and latest date
B. A custom action condition for the Release Date field
C. A custom action with the Filter Source Field set to Release Date
D. A search filter for the Release Date field
Explanation:
The requirement is for sales reps to be able to input a range of dates and have the product selection screen dynamically filter to show only products whose Release Date falls within that range. This is the exact purpose of a Search Filter.
Here’s a detailed breakdown:
The Use Case:
The rep needs to provide two input values (a start date and an end date) and filter the product list based on a standard field on the Product (Release Date).
How a Search Filter Works:
An administrator can create a Search Filter of type "Range."
They would define the Field as the standard Release Date field on the Product2 object.
When this filter is activated and added to the product selection screen, it will present the rep with two input fields (e.g., "From Date" and "To Date").
When the rep enters values (e.g., 11/23/04 and 01/16/07) and applies the filter, the product grid will instantly refresh to show only products with a Release Date between those two dates.
Why the other options are incorrect:
A. Configuration attributes for the earliest and latest date:
Configuration Attributes are used after a product has been added to a quote. They define configurable properties of a product within the configurator. They are not used for filtering the global list of products in the product selection screen.
B. A custom action condition for the Release Date field:
A Custom Action is a button that performs a specific task (like adding a product or running a script). A Condition on a custom action determines when that button is visible or enabled. It does not create a user-input filter for the product grid. It only controls the availability of the action button itself.
C. A custom action with the Filter Source Field set to Release Date:
This is the most common distractor. The Filter Source Field on a Custom Action is used to pre-filter the list of products from which the user can select when the button is clicked. For example, a "Add Hardware" button could be set to only show products from the "Hardware" category. However, this is a static filter defined by the admin during setup. It does not allow the sales rep to dynamically input their own date range values at the time of search, which is the core requirement.
Reference
Search Filters are a core component of the Salesforce CPQ product selection interface. They are specifically designed to allow end-users to dynamically narrow down the list of products based on values in product fields. The "Range" type filter is perfectly suited for date or numeric fields where a user needs to specify a minimum and maximum value.
In summary, to enable dynamic, user-driven filtering based on a range of dates, the correct and dedicated tool is a Search Filter.
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