CPQ-Specialist Exam Dumps - Salesforce CPQ Specialist Questions and Answers

 Issue Context:

Users encounter a warning when searching Campaign records in the Quote Line Editor.

 Root Cause:

For Lookup fields to work correctly in Salesforce CPQ's Quote Line Editor, a Twin Field must exist on the target object (Campaign) with the same API name as the Quote Line lookup field.

 Solution Steps:

Create a custom field on the Campaign Object with the same API name as the lookup field on the Quote Line Object.

Ensure the field types match (e.g., both are Lookup fields or Text fields).

 Validation:

Test the functionality by searching for Campaign records in the Quote Line Editor. The warning message should no longer appear.

 Salesforce CPQ Documentation Reference:

This is a common configuration for CPQ Lookup fields in the Quote Line Editor​​.

 Requirement Overview:

Ensure that the Configuration Attribute value is retained when reconfiguring a bundle.

 Solution:

Create a twin field on the Quote Line object with the same API name as the Configuration Attribute. This allows the value to persist and be passed between configurations.

 Steps to Configure:

Navigate to Setup > Object Manager > Quote Line.

Create a new custom field with the same API name as the Configuration Attribute.

Test the configuration to ensure the value persists during reconfiguration.

 Requirement:

Ensure that the cubic volume selected at the bundle level applies to all Product Options.

 Solution:

Option C: Setting the Configuration Attribute's Apply to Product Options to True ensures the selected value cascades to all Product Options within the bundle.

Option D: Creating a bundle-level Configuration Attribute allows sales reps to select a single cubic volume value that governs all Product Options in the bundle.

 Why Other Options Are Incorrect:

A: Lookup Price Rules reference external objects but are not relevant to syncing a volume value across Product Options.

B: Feature-level Configuration Attributes are scoped to specific features, not the entire bundle.

 Salesforce CPQ Reference:

The functionality of Configuration Attributes and their application to Product Options is documented in Bundle Configuration Guidelines ​.

https://help.salesforce.com/s/articleView?id=sf.cpq_config_attribute_guidelines.htm &type=5

 Requirement Overview:

Display the sum of a custom field in the standard Line Editor table without replacing the subtotal or total fields.

 Solution Details:

The Summary Fields field set on the Quote Line object controls which fields appear as totals in the Line Editor.

 Steps to Configure:

Navigate to Setup > Object Manager > Quote Line.

Locate the Summary Fields Field Set.

Add the custom field to the field set.

 Validation:

Open the Quote Line Editor and confirm that the sum of the custom field appears in the standard table, alongside other totals.

 Requirement:

Amend an active contract and adjust prices for subscriptions and assets based on new discounts.

 Solution:

Use the Amend Contract process.

Adjust prices for subscriptions or assets directly by modifying the Net Price or Price field.

Use the Refresh Prices button to apply changes to the amended contract.

 Why Other Options are Incorrect:

A: Cloning Quote Lines is unnecessary and inefficient for contract amendments.

B: Changing the contract status to Draft is not supported in standard CPQ.

D: Creating a new Price Book is not required for this use case.

 Salesforce CPQ Reference:

The Amendments Process is extensively documented in CPQ Subscription Management ​.

 Requirement:

Minimize maintenance and ensure scalability for professional services in enterprise server bundles.

New professional services are introduced frequently, requiring dynamic handling.

 Solution Steps:

Dynamic Feature (B): Allows dynamic grouping and population of professional services products, ensuring that new services are automatically included in the configuration without manual updates.

Filter Product Rule (D): Ensures only compatible professional services are displayed by applying a filtering condition with a Product Action.

 Why Other Options Are Incorrect:

A: Custom Actions are useful for guiding users during selection but do not minimize maintenance or scale dynamically.

C: A nested bundle containing all services is cumbersome to maintain as new services are introduced.

 Salesforce CPQ Reference:

Dynamic Features and Filter Product Rules are key tools for managing scalable configurations ​.

When a user performs a contract renewal and finds that the Price Book on the Renewal Opportunity or Quote is incorrect, the issue often arises due to the absence of a Price Book reference on the original Contract. To address this, the Renewal Pricebook ID field on the Contract must be populated. This field ensures the correct Price Book is carried over during the renewal process.

Step 1: Understand the Renewal Pricebook ID Field

Field Location: The SBQQ__RenewalPricebookId__c field is on the Contract object.

Purpose: It specifies which Price Book Salesforce CPQ should use for renewal quotes and opportunities created from the contract.

Without this field populated, Salesforce CPQ defaults to another Price Book, which can lead to inaccuracieste the Renewal Pricebook ID**

Access the Contract Record:

Navigate to the relevant Contract record in Salesforce.

Edit the Contract:

Populate the Renewal Pricebook ID field with the 18-digit Salesforce ID of the desired Price Book.

This ID corresponds to the Price Book you want Salesforce CPQ to apply during renewals.

Save the Changes:

Ensure the field is correctly updated and the changes are saved .

Step 3: **

Attempt the renewal process again by clicking Renew on the Contract.

Confirm that the Renewal Opportunity and associated Quote now reference the correct Price Book.

Step 4: Consider Automation for Future Accuracy

Automate Field Population:Use Process Builder or a Flow to automatically populate the Renewal Pricebook ID field based on the contract's associated Account or Opportunity. This reduces manual errors and ensures consistency.

Data Validation:Enforce validation rules to prevent contracts from being saved without a valid Renewal Pricebook ID .

By ensuring the Renewal Pricebook ID is coesolve the issue of incorrect Price Books during renewals and prevent similar occurrences in the future.

 Requirement:

Certain products should only be available as part of a bundle, not sold separately.

 Solution:

Setting the Component checkbox to TRUE on the Product ensures it is only available as a component within a bundle.

 Why Other Options are Incorrect:

A: Removing Price Book Entries restricts pricing but does not limit availability.

B: Configuration Event field is unrelated to this functionality.

D: Product Rules are not required for this basic configuration.

 Salesforce CPQ Reference:

The Component checkbox functionality is documented under Product Configuration in CPQ ​.

 Requirement:

Allow users to choose options and define quantities during bundle configuration.

 Configuration Types:

None (A): Users can freely choose options and set quantities.

Allowed (C): Users can choose options and optionally set quantities.

Required (E): Users must configure the options and define quantities.

 Why Other Options Are Incorrect:

B: Configurable is not a valid value for the Configuration Type field.

D: Disabled prevents any configuration, which contradicts the requirement.

 Salesforce CPQ Reference:

Configuration Types are documented under Bundle Configuration Guidelines ​.