Salesforce-CPQ-Administrator Practice Test Questions

Explanation:

Think of the Min Options field as “how many of this feature the rep is obliged to pick” and Max Options as “the ceiling they may not cross.” If Min Options is left at 0 the bundle can be saved even when the user forgets to choose anything, so Maintenance must have Min Options = 1 to force at least one pick.

Support needs both a floor and a ceiling: the floor stops the user from skipping Support completely, and the ceiling prevents them from choosing a third Support product. Therefore set Min Options = 1 and Max Options = 2 on the Support feature. Leaving Max Options blank (or 0) on Maintenance lets users add more than one maintenance item if they really need to without blocking the save.

Explanation:

Quote Templates can hold “Additional Documents.” When you mark a document as Required on the template, Salesforce CPQ automatically tacks that file onto every outgoing quote email and onto every generated PDF, no matter which salesperson is sending it.

Reps no longer have to hunt for the file or remember to drag-and-drop it; it is always there, guaranteeing consistency and saving time. Options such as putting the file in the Documents object or creating HTML content won’t attach it, and asking reps to add it manually defeats the purpose of automation. So simply upload the brochure once, mark it required on the template, and every quote carries it from then on.

Explanation:

The simplest, built-in path is to open the Product Option record that sits inside the Big Box bundle and populate Option Discount (%) = 25. That lone field makes CPQ slash the option’s net price by 25 % whenever it is included.

If you ever need finer control—perhaps the 25 % should apply only under certain conditions such as a minimum quantity—build a Price Rule that fires when the option is present and writes –25 % into the Additional Discount or net price field.

Setting an Option Discount on the Feature would discount every option under that feature, and Discounted by Package only affects partner and distributor discount behavior, so they do not meet the requirement.

Explanation:

Clicking Create Order after selecting just some quote lines produces a first Order that contains only those lines; the Quote’s Ordered checkbox is still false. Later, when the team manually checks Ordered, CPQ interprets that action as “finish ordering anything that is still un-ordered.”

Because an Order already exists, CPQ adds the remaining lines to a brand-new second Order rather than altering the one that is already booked. That behaviour preserves historical accuracy—once an Order record exists it is not silently changed behind the scenes. The result is two separate Orders that together cover every quote line, with no errors thrown.

Explanation:

A Product Rule of type Alert is perfect for gentle, real-time coaching in the Quote Line Editor. You define an Error Condition that detects when the overall or line-level discount exceeds the approval threshold and then show a friendly message such as “Heads-up: this discount needs manager approval.”

Alert rules do not block saving (Validation rules do) and they appear instantly while the rep is still editing, which satisfies the request to “discourage users from discounting” before they reach the save button. Filter and Selection rules guide what products appear or are added automatically, so they would not deliver the on-screen warning the business wants.

Explanation:

Fields only show in the Line Editor if they live in the appropriate Line Editor Field Set.

1. At the Quote header level add Additional Disc. (%) to the Quote object’s field set so reps can knock a percentage off the entire deal.
2. At the Group level add the same field to the Quote Line Group field set so each group can carry its own adjustment.

Adding the non-percentage “Additional Disc.” column (choice A) would expose the absolute currency discount at the line level, not the header or group. The Segmented Line Editor field set (choice D) pertains to advanced segmenting use-cases and is irrelevant here.

Explanation:

The Product may be missing because:
A: The Hidden checkbox is checked on the Product record.
D: The Add Products button has a Search Filter excluding the product.

Option B (Custom Action Condition) and C (Component checkbox) do not typically hide products from selection.

Explanation:

The Max Options field on the Product Feature record is a hard cap on how many different options the salesperson may select within that feature across the entire bundle. Setting Max Options = 10 cleanly enforces the rule without touching each option’s quantity or building a Product Rule.

Using Min/Max Quantity on every option (choice C) would control per-option quantity, not how many distinct products are chosen. Product Rules (choices A and D) can work but are overkill and harder to maintain compared with the single built-in Max Options field.

Explanation:

When you want CPQ to push a discount into every quote line while the rep is in the Quote Line Editor, the rule must be able to fire each time the pricing engine recalculates (for example, when the rep changes quantities, adds new groups, or swaps one distributor for another).

That behavior is delivered only by a Calculator-scoped Price Rule:

Calculator scope (choice B) runs at every calculation cycle in the editor, so the rule keeps the SBQQ__DistributorDiscount__c field on every line perfectly in step with the current distributor’s Discount_Level__c value.

Configurator scope (choice A) runs earlier, inside the bundle-configuration pop-up, before the line editor loads. At that point the group object (SBQQ__Group__r) does not yet exist, and any later edits to the Distributor__c lookup would never trigger the rule again.

Therefore option B is the only setup that guarantees the right discount follows the distributor selection in real time.

Explanation:

Real-time math in the Line Editor is controlled by the Calculate Immediately setting (CPQ Package → Pricing & Calculation tab). When this checkbox is true CPQ re-evaluates pricing logic every time the user moves focus out of an edited cell—including the Partner Discount field—so the Net Price column refreshes instantly.

Without it, reps must click Save or Quick Save to trigger recalculation, which matches the behavior the sales team reported. Putting Partner Discount into a field set or tweaking Channel/ApplyPartnerDiscountFirst flags does not influence the timing of calculations.