CPQ-Specialist Sample Questions Answers

Validation

Filter

Alert

Selection

Change the Renewal Pricing Method to Same on the Account.

Select the Combine Subscription Quantities checkbox on the Contract record related to the Account.

Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.

Update the Markup (%) field on the Renewal Quote.

Ensure that Apply Immediately has been set to TRUE.

Ensure that the Default Object field is set to Quote Line.

Ensure that Apply to Product Options has been set to TRUE.

Ensure that the Configuration Attribute's Feature field is set to Null.

Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.

Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the

multiplier and apply it to the custom List Unit Price field on the Quote Line.

Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.

Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.

Automate setting the Renewal Forecast checkbox on the current Contract upon creation.

Automate renewal forecasting with a Lightning Quick Action on the Opportunity.

Automate setting the Renewal Quoted checkbox on the current Contract upon creation.

Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.

Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.

The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.

The sales rep should create a Quote without an end date or a subscription term associated with it.

The value Evergreen should be put into the Subscription Type field on the Product.

Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.

Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.

Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.

Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.

Picklist values in the Product Family field on the Product object

Configuration Attribute picklist values

The Feature Name field on the Configure Products page

HTML Template Content in the Quote document

Remove the Product's Pnce Book Entry, then set Unit Price on the Product Option record.

Ensure that the Configuration Event field on the Product is set to Always.

Ensure that the Component checkbox on the Product is set to TRUE.

Create a Product Rule with a Remove action when the Product i* sold a la carte.

When creating the Product record, the SBQQ__SubscriptionType__c field and the

SBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the Quote

Line record to define the number of months of Support requested by the customer.

A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the

SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support

requested by the customer.

When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use the

SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support

requested by the customer.

When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Use

the SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months of

Support requested by the customer.

Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.

Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.

Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.

Set Pricing Method to Fixed Price on the Product record.

Set Non-Discountable to True on the Product record.

Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier.

Set Pricing Method to Block on the Product record.

Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.

Some Products we missing Rice Book Entries.

Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-

Q Validation Rules on the Opportunity Product silently fail.

D, Only Products with a price greater than zero sync to the Opportunity,

Exclude fror Opportunity is checked on die Product record.

Separate Quotes must be created for each unique Start Date.

Set both the Order by Quote Line Group and Ordered checkboxes to True.

Change Default Order Start Date in CPQ Package settings to Quote Start Date.

Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.

Update Percent of Total (%) on the hardware products to 10.

Update Percent of Total Target on Warranty to Standard Warranty.

Update Percent of Total Category on the hardware products to Hardware.

Update Percent of Total Base on Warranty to Net Price.

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $540,000

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $36,000

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 1

• Product B Net Total = $360,000

Product Option, Quote Line.

Quote Line, Asset.

Product, Product Option.

Product, Quote Line.

Set the Order By field on the Quote Line to Product Family.

Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.

Set the Order By field on the Quote to Product Family.

Enable Allow Multiple Orders from a checkbox on the Quote.

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

* Regular Unit Price: $108.00

Customer Unit Price: $168.00

Net Unit Price: $156.00

Regular Unit Price: $108.00

Customer Unit Price: $86.40

Net Unit Price: $82.08

Regular Unit Price: $216.00

Customer Unit Price: $172.80

Net Unit Price: $164.16

Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.

Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the “Number” filed.

Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.

Create two Product Options, Maintenance and Support. The Support option should have a lower value in the “Number” field.

Set up a Lookup Price Rule referencing a custom object.

Create a Feature level Configuration Attribute.

Set the Configuration Attribute with Apply to Product Options to True.

Create a bundle level Configuration Attribute.

Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

Quotes within defined thresholds will be automatically approved.

Quotes with multiple steps in the approval chain go directly to the highest approver required.

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

Select the Multiplier checkbox on the Bundle.

Select the Bundled checkbox on the Product Option.

Select Component as the Type field on the Product Option.

Select the Quantity Editable checkbox on the Product Option.

Set the Configuration Type to Disabled.

Set the Configuration Type to Allowed and Configuration Event to Always.

Set the Configuration Type to Allowed and Configuration Event to Add.

Set the Active checkbox on Reconfigure Line Custom Action to False.

Create a different Line item section for each Product Family and leverage the Conditional Print field to show the corract products.

Create a different Line Item section for each Product Family, and leveraga the Filter field to show tha correct products.

Construct a formula fold on tha Quota Line object that raturns tha bundla's Name and Numbar, and use this field in the Group field on the Line item Section

Populata tha Sort Ordar field on each Product record to proparly sort the Quota Lines within each section.

One or more Price Condition records use a formula that references a non-CPQ object field.

One or more Price Condition records have a lookup to a Summary Variable.

The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.

The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.

The Hidden checkbox on the Product record is set to TRUE.

The Add Products button has a Custom Action Condition associated to it.

The Component checkbox on the Product record is set to TRUE.

The Add Products button has a Search Filter associated to it.

Sales reps can replace the text, but are unable to leave the required field blank.

Sales reps can change the operator from “starts with” to “contains”.

Sales reps can see the filter, but are unable to alter the filter text.

Sales reps can delete the text to ignore the filter.

Order

Quote Document

Contracted Price

Contract

A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.

Renewal Quote Line values are automatically mapped from original Quote Lines.

A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.

A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.

The earliest date

The Quote date

The Quote Line date

The latest date

Create a Quote formula field named StartSegment_c that returns 0.

Set the Price Dimension's Type to One-Time.

Set the Product's Default Pricing Table to Standard.

Set the Display Order of the Desegment Line action to 1.

Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.

A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product B.

A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.

A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.

Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user's profile.

Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user's profile.

Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.

Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.

Ensure the Quote’s Account lookup is populated.

Ensure the Opportunity’s Primary Quote lookup is populated.

Check the Quote’s Primary checkbox for a value of True.

Ensure the Quote’s Opportunity lookup is populated.

Check the Quote’s Primary checkbox for a value of False.

$1,125.00

$1,275.00

$1,350.00

$1,320.00

Set Asset Conversion for each downloadable Product to null.

Set Asset Conversion for each downloadable Product to a custom value.

Set Asset Conversion for each downloadable Product to One per unit.

Set Asset Conversion for each downloadable Product to One per Quote Line.

Contracted Price

Product Option

Segmented Product

Product

Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.

Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.

Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.

Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.

Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.

Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December 1 of this year.

Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.

Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.

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

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

Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist

for the Additional Discount Line Column.

Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c and

display it in the Quote Line Editor.

The value from the second record sorted alphabetically by Name is applied to the Target Field.

The Target Field maintains its original value and an error message appears in the Quote Line Editor.

The value from the record that was created most recently is applied to the Target Field.

The value from the first record sorted alphabetically by Name is applied to the Target Field.

Any group member may approve.

Smart Approvals can exclude group members below the approval threshold.

Approval must be obtained from one group member at a time.

All group members most approve.

$1,050.00

$1,725.00

$1,700.00

$1,575.00

Change quantities of existing Products; apply different discounts than original Quote

Change quantities of existing Products; maintain same discounts as original Quote

Add new Products; co-terminate to existing Contract

Add new products; use different End Date from existing Contract

Create a Summary Variable summing the Quantity field on Asset records for Product A and create a

Price Condition verifying that the Summary Variable is greater than the value 0.

Create a Summary Variable summing the Quantity field of Product A from Quote Lines and create a Price Condition verifying that the Summary Variable is greater than the value 1.

Create a Summary Variable counting the Asset records for Product A and create a Price Condition verifying that the Quantity field on the Quote Line is greater than the Summary Variable.

Create a Summary Variable counting the Asset records for Product A and create a Price Condition with the Tested Field value set to Quantity and the Tested Object value set to Asset is greater than the value 0.

Add a Search Filter to the add Products Custom Action to filter Products based on the current user.

Create a single Price Book with all Products. Share the Price Book with all users.

Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.

Use Product rules to hide Products from some sales reps.

• USD: Product is unavailable In Product Selection

• GBP: Product is unavailable In Product Selection

• EUR: Product is unavailable in Product Selection

• USD: Added to Quote at Pricebook Entry's Ust Price

• GBP: Added to Quote with 0 List Price

• EUR: Added to Quote at Pricebook Entry's List Price

• USD: Added to Quote at Pricebook Entry's List Price

• GBP: Product is unavailable in Product Selection

• EUR: Added to Quote at Pricebook Entry's List Price

• USD: Error presented to User in Product Selection

• GBP: Error presented to User In Product Selection

• EUR: Error presented to User in Product Selection

Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.

Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.

Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.

Set the Product Family picklist on the Standard Warranty product’s Product record to Services.