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Salesforce CPQ-Specialist Exam Sample Questions

Question # 1

A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change. How can the sales ops team ensure the renewal Quote reflects the increased quantity?

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

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

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

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

Answer

A.

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

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Question # 2

Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval. Which Approval type best suits UC’s needs?

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

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

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

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

Answer

D.

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

---

Question # 3

A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets. How should the user achieve this?

A. Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.

B. Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price Book ID to generate Amendment Lines with new prices.

C. Clone the Quote Lines which need to be updated. Modified the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.

D. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

Answer

D. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

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Question # 4

Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level. Which two steps should the Admin take to fulfil this requirement? Choose 2 answers

A. Add Additional Disc. to the Line Editor Field set on the Quote Line object.

B. Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.

C. Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.

D. Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.

Answer

B.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.

C.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.

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Question # 5

Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?

A. Create a twin field on the Campaign object using the same API name as the lookup field.

B. Create and populate a Field Set on the Campaign object named CPQ_Lookup.

C. Add the name of the lookup field into the Line Editor Field Set on the Quote object.

D. Add the lookup field to the Quote Line page layout.

Answer

A.

Create a twin field on the Campaign object using the same API name as the lookup
field.

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