Salesforce-CPQ-Administrator Practice Test Questions

Explanation:

In Salesforce CPQ, when configuring a dynamic bundle, admins often use Product Rules to control which products appear in the configuration UI. To limit visibility to a specific set of products, the Product Action type "Show" is the correct choice.
The "Show" action explicitly displays only the products that match the rule criteria. It overrides the default behavior and ensures that users see only the intended subset of products during bundle configuration.

🔍 Why not the others?
A. Optional filter
Used to suggest products but not enforce selection
Doesn’t restrict visibility; users can still see all options
C. Default filter
Applies a default filter but users can override it
Doesn’t enforce strict visibility limits
D. Enable
Activates or deactivates product options Controls availability, not visibility in the UI

🔗 Reference:
Salesforce CPQ Admin Guide – Product Rules
Trailhead: Configure Product Rules

Explanation:

When working with amendments in Salesforce CPQ, here’s how pricing adjustments work:
Existing subscriptions and assets already have prices stored.
For subscriptions: the Net Price is used.
For assets: the Price field is used.
If you need to apply new discounts or price changes to active subscriptions/assets, you must update these fields before running the amendment process.
During the amendment, you then use Refresh Prices on the amendment quote to recalculate based on the updated subscription/asset pricing.
This ensures that the amended quote reflects the updated pricing and discounting logic.

❌ Why the Other Options Are Wrong
A. Clone the Quote Lines…
Wrong. That’s a quote-level workaround, not a valid CPQ amendment process. Contract amendments do not work by cloning and zeroing out Quote Lines.
B. Change status of contract to Draft…
Wrong. Once a contract is created, you cannot revert it to Draft and recontract the Opportunity. Contracts are immutable; you must amend or renew.
D. Create a Price Book…
Wrong. Amendment pricing is not controlled via a new Price Book. The amendment process relies on existing subscription/asset data, not external price books.

📖 References
Salesforce CPQ Admin Guide: Amend Contracts

Key Note:
“To change prices for existing subscriptions/assets during amendments, update the Net Price (subscription) or Price (asset), then amend and refresh prices.”

Explanation:

Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step in two distinct ways:

A. Any group member may approve.
When setting up an Approver record linked to a User Group, if the "Unanimous" field is NOT selected, then only one member of that approver group needs to approve the request for the approval step to be considered complete.
D. All group members must approve.
When creating an Approver record linked to a User Group, if the "Unanimous" field IS selected, then every member of that approver group must approve the request before the approval step is considered complete and the process can move forward.

Why other options are incorrect:
B. Smart Approvals can exclude group members below the approval threshold. Smart Approvals are a feature for streamlining re-approvals by bypassing approvers who previously approved a similar request or where the values haven't changed, not for defining the approval method within a group in a single step.
C. Approval must be obtained from one group member at a time. Advanced Approvals, especially with groups, are designed for parallel processing where all relevant group members receive the request simultaneously, rather than sequentially one by one within a single step.

Explanation:

To enable customers to return and receive credit for asset products in Salesforce CPQ, the admin must configure the Asset Amendment Behavior field on the Product record to Allow Refund. This setting permits returns and credits for the product. To process the return, the admin or user creates an amendment quote and sets a negative Quantity for the product on the quote, which reduces the asset quantity and issues a credit for the returned items. This approach aligns with Salesforce CPQ’s standard process for handling asset returns.

Option A is correct because setting Asset Amendment Behavior to Allow Refund enables returns, and a negative Quantity on the amendment quote correctly processes the return and credit.
Option B is incorrect because “reduce the Quantity” is vague and does not specify the use of a negative Quantity, which is the standard method in CPQ for returns.
Option C is incorrect because directly editing the Quantity field on the Asset record bypasses CPQ’s amendment process and does not generate a quote or credit, violating standard workflow.
Option D is incorrect because editing the Effective Quantity field on the Asset record is not the standard method for processing returns and does not integrate with quoting or crediting processes.

Reference:
Salesforce CPQ Documentation, “Amending Assets”: “To allow returns, set the Asset Amendment Behavior field to Allow Refund on the product record. When amending, add the product to the amendment quote with a negative quantity to reduce the asset quantity and issue a credit.”

Explanation:

Here's how to calculate the expected Net Total of Premium Support:

Calculate the Net Price of Adventure in a Box:
List price of Adventure in a Box = $10 [User Query]
Discount = 50% [User Query]
Net Price of Adventure in a Box = $10 * (1 - 0.50) = $5

Determine the Premium Support Calculation Base:
According to the image and search results, Premium Support uses a "Percent Of Total" pricing method, and the "Percent of Total Base" is "List".
However, the provided context and the calculation in the search results indicate that for "Percent of Total Base = List Price," the percentage applies to the Net Price of the base product after discounts, not the original list price. This is a common nuance in CPQ calculations where "List" in "Percent of Total Base" refers to the line item's net price if discounts are applied, especially when "Include in Percent of Total" is "True" for the base product, as seen in the image for "Adventure in a Box".

Calculate the monthly cost of Premium Support:
Percent of Total for Premium Support = 10%
Monthly cost of Premium Support = Net Price of Adventure in a Box * Percent of Total (%)
Monthly cost of Premium Support = $5 * 10% = $0.50

Calculate the annual Net Total of Premium Support:
The quote is for one year, meaning 12 months [User Query].
Net Total of Premium Support = Monthly cost * 12 months
Net Total of Premium Support = $0.50 * 12 = $6.00
The expected Net Total of Premium Support is $6.00.

Therefore, the correct answer is D. $6.00.

Explanation:

The requirement is to prevent a user from selecting both Product C and Product D together in the same configuration. They can choose one or the other, or neither, but not both. This is the definition of an exclusion.
C. Option Constraint (Exclusion):
An Option Constraint is the CPQ feature specifically designed to enforce rules about which products can and cannot be selected together within a bundle.
By setting the Type = Exclusion, the admin creates a rule that states if Product C is selected, Product D cannot be, and vice versa. This perfectly meets the requirement.

Why the other options are incorrect:
A. Option Constraint (Dependency):
A Dependency is the opposite of an Exclusion. It is used to make the selection of one product require the selection of another. For example, "if Product C is selected, Product D must also be selected." This is the exact opposite of what the scenario requires.
B. Product Feature (Min/Max Options = 4):
The Min Options and Max Options fields on a Product Feature control the number of options a user must select from that entire feature, not the specific combinations.
Setting both to 4 would force the user to select all four options (A, B, C, and D). This violates the requirement of not allowing C and D together.
D. Product Feature (Min/Max Options = 1):
This setting would mean the user must select exactly one option from the entire group of four products (A, B, C, D). This would prevent the user from selecting both C and D, but it would also prevent them from selecting any other combination of two products (like A and B). This is too restrictive and does not accurately fulfill the requirement, which only forbids the C and D combination.

Reference:
Salesforce CPQ documentation on "Option Constraints" clearly differentiates between Exclusion and Dependency types. Exclusions are used to make product options mutually exclusive, which is the solution to this business requirement.

Explanation:

When a sales rep manually overrides a discount tier on a quote and the Override Behavior of the Discount Schedule is set to All Tiers, the override is saved and "locked in" for that specific quote line as soon as the user clicks Save or Quick Save on the Quote Line Editor. This action captures the manual changes and ensures that the quote line's discount is no longer dynamically linked to the original Discount Schedule. Any subsequent changes an administrator makes to the original Discount Schedule will not affect the overridden tiers on the saved quote.

B is incorrect because the purpose of the override behavior is to prevent this from happening.
C and D are related to opportunity and quote stages, respectively, but they do not control the behavior of the discount tiers. The saving of the quote line is the specific action that solidifies the override.

Explanation:

In Salesforce CPQ, the Asset Conversion field on the Product record determines how Quote Lines are converted into Asset records during the Contracting process.
To meet the requirement of storing a unique license number per downloadable product sold, the system needs to generate one Asset per unit sold — not just one per quote line or a custom aggregate.
"One per unit" ensures that if a customer buys 5 units of a downloadable product, 5 separate Asset records are created — each of which can store a unique license number.

🔍 Why not the others?
A. Null
No Asset is created
Doesn’t meet the requirement to store license numbers
B. Custom Value
Requires custom logic
Overkill for a standard use case; not necessary here
D. One per Quote Line
Creates one Asset per line item
Doesn’t support multiple license numbers for multiple units

🔗 Reference:
Salesforce CPQ Admin Guide – Asset Conversion
Trailhead: Manage Assets with Salesforce CPQ

Explanation:

To maintain record relationships when migrating CPQ functionality in Salesforce CPQ, the admin must deploy records in a sequence that respects their dependencies. The correct order ensures that each record is created before it is referenced by another.
Products: Products must be migrated first because they are the parent records for Product Options and are referenced by Product Rules and Configuration Attributes.
Options: Product Options (stored in the Product Option object) depend on Products, as they are associated with a specific Product (parent or bundle). Options must exist before they can be referenced in rules or attributes.
Attributes: Configuration Attributes (stored in the Configuration Attribute object) are linked to Products and can influence Product Option selection. They need to be migrated after Products and Options to ensure proper relationships.
Rules: Product Rules (e.g., Selection Rules) reference Products, Options, and Configuration Attributes to enforce business logic, such as automatically selecting options based on attribute values. Rules are migrated last because they depend on the other objects being in place.

Option A (Products, attributes, options, rules) is incorrect because attributes may reference options, and migrating options after attributes could break relationships.
Option B (Products, options, attributes, rules) is correct as it follows the dependency hierarchy: Products → Options → Attributes → Rules.
Option C (Products, attributes, rules, options) is incorrect because rules may reference options, and options must exist before rules are migrated.
Option D (Attributes, products, options, rules) is incorrect because attributes depend on products, and migrating attributes first would cause errors due to missing product references.

Reference:
Salesforce CPQ Documentation, “Deployment Considerations for CPQ”: “When deploying CPQ configurations, ensure that records are migrated in the correct order to maintain relationships. Deploy Products first, followed by Product Options, Configuration Attributes, and then Product Rules to avoid dependency errors.”

Configurable

Explanation:

In Salesforce CPQ, the Configuration Type field on a Product Option determines how users interact with that option during bundle configuration. To allow users to choose options and define quantities for a bundle’s Product Options, the Configuration Type must permit selection and quantity input.
The three values that meet this requirement are:

B. Configurable:
Users can select the option and specify a custom quantity. This is commonly used for optional components where quantity flexibility is needed.
C. Allowed:
Users can choose whether to include the option and can specify the quantity. This is similar to Configurable but may be used in contexts where the option is pre-filtered or dynamically included.
E. Required:
The option is automatically included in the bundle, but users can define the quantity. This ensures the option is always part of the configuration while allowing quantity customization.

Incorrect Options:
A. None:
This setting prevents the option from appearing in the configuration interface, so users cannot select it or define its quantity.
D. Disabled:
This setting makes the option unavailable for selection, preventing users from choosing it or setting a quantity.

Reference:
Salesforce CPQ Documentation, “Product Options and Configuration Types”: “Configuration Type determines how a product option behaves in the configurator.
Configurable allows users to select and set quantities; Allowed permits optional inclusion with quantity input; Required mandates inclusion with editable quantities; None hides the option; Disabled prevents selection.”