CPQ-Specialist Salesforce Certified CPQ Specialist (SP23) Questions and Answers

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.

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.

• 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

Set Apply Immediately to True on Product Option record for Product A.

Set System field to True on Product Option record for Product B.

Set System field to True on Product Option record for Product A.

Set Apply Immediately to True on Product Option record for Product B.

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

Set the Conditional Print Field on the Line Column record.

Include Monthly Price in the Quote Line Editor Field set.

Create a custom formula Indicating if the Payment Terms are Net 30.

Create an additional Line Items section without the Monthly Price field.

Set the Product field Asset Conversion picklist to One per Unit.

Set the CPQ Package setting Renewal Model to Asset Based.

Set the Account field Renewal Model to Asset Based.

Set the Product field Asset Amendment Behavior picklist to Allow Refund.

Asset and Order Product

Order Product

Asset and Opportunity Product

Asset

Confirm that each of the Order Products have been activated.

Ensure the Order Start Date is later than the Opportunity Close Date.

Check recent Apex Jobs to identify any errors in the contracting process.

Verify that the related Opportunity is in Closed/Won status.

Ensure there is at least one subscription-based Order Product on the Order.

All Products with Price Book Entries in all Active Currencies.

All Products with Price Book Entries when Dated Exchange Rates are enabled.

All Products with Price Book Entries with a positive Price.

All Products with Price Book Entries in the Opportunity/Quote Currency.

Create a Selection Price Rule that automatically shows and hides Product Options based on the service level.

Create a Selection Product Rule that automatically shows and hides Product Options based on the service level

Ensure Apply to Product Options is set to TRUE on the Configuration Attribute.

Ensure Apply Immediately is set to TRUE on the Configuration Attribute.

Update Option Layout on the parent Product record to Wizard.

Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic

Create feature to the parent product and assign all Option to one of the created features.

Update option layout on the parent Product record to Sections.

Enable the Partner Discount in the Calculating Fields field set

Ensure the ChannelDiscountsOffUst__c field value is set to 1.

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

Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.

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.

API name of the field in the Tested field.

Salesforce ID of the Error Condition record.

Value of the Index field.

Value of the Condition # field.

Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.

Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.

Go to the Product Option record and check if the Default Pricing Table field is set to Standard.

Go to the Product Option record and check if the Price Editable field is False.

Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel.

Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.

Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel.

Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.

Create a Quote picklist field named output Language, With language codes as values.

Create Localization records for individual Quote Terms for all three languages.

Enable “Allow Output in Different Languages” In the managed package settings.

Set the Quote Term field Language to the desired output language for each Quote Term.

Create a new Template Section for each PDF document.

Create a new Additional Document on the Quote Template for each PDF document.

Select the correct Documents Folder from the Documents field on the Quote Template.

Reference each PDF Document in Custom Template Content records.

$60.00

$54.00

$12.00

$6.00

Contracted Price

Product Option

Segmented Product

Product

Set Option Selection Method to Add on the Product Features.

Change Enable Large Configuration to True on the bundle Product.

Set System to True on the Product Options to be excluded from the Configurator.

Group the Product Features of the bundle into tabs using the Category field.

Change Option Layout to Tabs on the bundle Product.

$17.50

$25.00

$37.50

$5.00

Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True.

Remove the Subscription flag from the Product’s Search Filters Field Set.

Remove the Subscription flag from the Product’s Search Results Field Set.

Set the Filter Value on the Add Subscriptions Search Filter to Hidden.