Salesforce CPQ Specialist Certification Guide | Exam Prep & Resources

1. Salesforce CPQ-Specialist Exam Salesforce Certified CPQ Specialist WI25 Exam Latest Version: 34.2 DEMO Version Full Version Features: • 90 Days Free Updates • 30 Days Money Back Guarantee • Instant Download Once Purchased • 24 Hours Live Chat Support Full version is available at link below with affordable price. https://www.directcertify.com/salesforce/cpq-specialist https://www.directcertify.com/salesforce/cpq-specialist Page 1 of 9

2. Question 1. (Single Select) An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of “starts with”. If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen? A: Sales reps can delete the text to ignore the filter. B: Sales reps can replace the text, but are unable to leave the required field blank. C: Sales reps can change the operator from “starts with” to “contains”. D: Sales reps can see the filter, but are unable to alter the filter text. Correct Answer: D Explanation: In Salesforce CPQ, when search filters are configured with predefined values and visible to sales reps, their interaction with the filter is determined by the filter’s configuration and available operators. The behavior described here is tied to Search Filters in the Product Selection screen, which allow users to refine the list of displayed products based on specific criteria. Search Filter Configuration: Predefined Filter Value: Here, the filter is set with a value ("Green"). Operator: The operator “starts with” limits the search to product codes beginning with the text "Green." Sales Rep Interaction with the Filter: The visibility of the search filter enables sales reps to view and interact with the criteria during product selection. Specifically, sales reps have the ability to delete the predefined text to ignore the filter and retrieve a broader or unrestricted product list. Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in the Salesforce CPQ package settings and user behaviors), if filters are not marked as "required," https://www.directcertify.com/salesforce/cpq-specialist Page 2 of 9

3. users can remove or modify the filter values dynamically. This is designed to offer flexibility during quoting while maintaining filter defaults for ease of use. The interaction described above aligns with Salesforce CPQ's behavior regarding visible search filters, emphasizing that sales reps can clear the filter text unless restricted by additional customization. Use Case Reference: When a sales rep begins a quote and searches for products, the filter defaults to "Green." If the rep does not want to limit the product search to codes starting with "Green," they can simply remove the text and refresh the results. Relevant Salesforce CPQ Reference: Search Filters in the Quote Line Editor section of CPQ documentation . Guidelines for Search Filter Configuration and behaviors when visible filters are not required . Question 2. (Multi Select) A user is unable to see a particular Product on the Product Selection screen when clicking Add Products. What are two potential reasons the Product is unavailable Choose 2 answers A: The Hidden checkbox on the Product record is set to TRUE. B: The Add Products button has a Custom Action Condition associated to it. C: The Component checkbox on the Product record is set to TRUE. D: The Add Products button has a Search Filter associated to it. Correct Answer: C, D Explanation: https://www.directcertify.com/salesforce/cpq-specialist Page 3 of 9

4. ð·? ?P?o?t?e?n?t?i?a?l? ?C?a?u?s?e?s?: Component Checkbox: Products marked as Components are typically excluded from being directly selectable in the Product Selection screen unless part of a bundle . Search Filter: Custom Search Filters on the Add Products button limit the display of products based on criteria such as product attributes or field values. ð·? ?E?x?c?l?u?d?e?d? ?R?e?a?s?o?n?s?: Hidden Checkbox: This is generally used to hide products from the Quote Line Editor, not the Product Selection screen. Custom Action Condition: While these can limit the Add Products button's visibility, they do not directly affect individual product visibility. ð·? ?S?a?l?e?s?f?o?r?c?e? ?C?P?Q? ?R?e?f?e?r?e?n?c?e? ?P?o?i?n?t?s?: ?D?o?c?u?m?e?n?t?a?t?i?o?n? ?o?n? ?P?r?o?d?u?c?t? ?S?e?l?e?c?t?i?o?n? ?B?e?h?a?v?i?o?r? ?a?n?d? ?S?e?a?r?c?h? ?F?i?l?t?e?r?s? ?c?o?n?f?i?r?m?s? ?t?h?e?s?e? ?b?e?h?a?v?i?o?r?s? ??. Question 3. (Single Select) Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option’s quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement? A: Select the Multiplier checkbox on the Bundle. B: Select the Bundled checkbox on the Product Option. C: Select Component as the Type field on the Product Option. D: Select the Quantity Editable checkbox on the Product Option. Correct Answer: C Explanation: ð·? ?R?e?q?u?i?r?e?m?e?n?t? ?O?v?e?r?v?i?e?w?:?U?n?i?v?e?r?s?a?l? ?C?o?n?t?a?i?n?e?r?s? ?n?e?e?d?s? ?t?h?e? ?q?u?a?n?t?i?t?y? ?o?f? ?p?r?o?d?u?c?t? ?o?p?t?i?o?n?s? ?i?n? ?a? ?b?u?n?d?l?e to automatically scale based on the quantity of the parent bundle product. https://www.directcertify.com/salesforce/cpq-specialist Page 4 of 9

5. ð·? ?S?a?l?e?s?f?o?r?c?e? ?C?P?Q? ?M?e?c?h?a?n?i?s?m?: The Type field on the Product Option allows for specific configuration behaviors. When the Type is set to Component, Salesforce CPQ automatically multiplies the option's quantity by the bundle product's quantity. This ensures that the dependent options align with the parent bundle quantity. ð·? ?I?m?p?l?e?m?e?n?t?a?t?i?o?n? ?S?t?e?p?s?: Navigate to the Product Option record associated with the bundle. Set the Type field to Component. Ensure that other configuration settings, such as quantity constraints, align with the desired outcome. Test the functionality by adding the bundle to a quote and adjusting the quantity. The option quantities should scale proportionally. ð·? ?R?e?l?e?v?a?n?t? ?S?a?l?e?s?f?o?r?c?e? ?C?P?Q? ?D?o?c?u?m?e?n?t?a?t?i?o?n?:?T?h?i?s? ?b?e?h?a?v?i?o?r? ?i?s? ?a? ?s?t?a?n?d?a?r?d? ?f?e?a?t?u?r?e? ?i?n? ?S?a?l?e?s?f?o?r?c?e CPQ and is documented under Product Bundles and Options Configuration. Question 4. (Single Select) Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below. Product A is an option in a bundle and has a list price of $100. https://www.directcertify.com/salesforce/cpq-specialist Page 5 of 9

6. Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is applicable? A: $1,125.00 B: $1,275.00 C: $1,350.00 D: $1,320.00 Correct Answer: B Explanation: ð·? ?S?c?e?n?a?r?i?o? ?B?r?e?a?k?d?o?w?n?: Product A has a base list price of $100. A quantity of 15 is entered on the quote. Gold Hardware Maintenance Discount applies because contracted pricing is enabled. Discount for the quantity range (11–20) is 15% (as shown in the table). ð·? ?N?e?t? ?P?r?i?c?e? ?C?a?l?c?u?l?a?t?i?o?n?: List Price = $100 Discount = 15% Quantity = 15 https://www.directcertify.com/salesforce/cpq-specialist Page 6 of 9

7. Net Total Price = $100 × 15 × (1 - 0.15) = $1,275. ð·? ?J?u?s?t?i?f?i?c?a?t?i?o?n? ?f?o?r? ?S?e?l?e?c?t?e?d? ?D?i?s?c?o?u?n?t?:?A?c?c?o?r?d?i?n?g? ?t?o? ?S?a?l?e?s?f?o?r?c?e? ?C?P?Q? ?g?u?i?d?e?l?i?n?e?s?,? ?w?h?e?n? ?c?o?n?t?r?a?c?t?e?d pricing applies, it takes precedence over other Discount Schedules. The Gold Discount Schedule is therefore applied. ð·? ?T?e?s?t?i?n?g? ?a?n?d? ?V?a?l?i?d?a?t?i?o?n?:?T?e?s?t? ?t?h?e? ?c?o?n?f?i?g?u?r?a?t?i?o?n? ?u?s?i?n?g? ?a? ?s?a?m?p?l?e? ?q?u?o?t?e? ?t?o? ?e?n?s?u?r?e? ?t?h?e? ?c?o?r?r?e?c?t schedule is applied and the net total price matches the expected value. Question 5. (Single Select) An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads. A: Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field. B: Create a Process Builder to update the Product Option field that is used for the ConfigurationAttribute value. Set the process to trigger upon new record creation. C: Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value. D: Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator. Correct Answer: B Explanation: ð·? ?R?e?q?u?i?r?e?m?e?n?t?:?P?o?p?u?l?a?t?e? ?a? ?C?o?n?f?i?g?u?r?a?t?i?o?n? ?A?t?t?r?i?b?u?t?e? ?w?i?t?h? ?a? ?d?y?n?a?m?i?c? ?v?a?l?u?e? ?w?h?e?n? ?t?h?e? ?c?o?n?f?i?g?u?r?a?t?o?r page loads. ð·? ?S?o?l?u?t?i?o?n? ?M?e?c?h?a?n?i?c?s?: Process Builder can be used to dynamically set values on records based on predefined logic. By targeting the Product Option field, which maps to the Configuration Attribute, Process Builder ensures that the value is set upon record creation. ð·? ?S?t?e?p?s? ?t?o? ?I?m?p?l?e?m?e?n?t?: https://www.directcertify.com/salesforce/cpq-specialist Page 7 of 9

8. Create a new Process Builder. Trigger on the creation of the Quote Line record (or related record based on Configuration Attribute setup). Define criteria to determine the dynamic value. Use the Update Records action to populate the Product Option field with the default value. ð·? ?A?d?v?a?n?t?a?g?e?s? ?o?f? ?P?r?o?c?e?s?s? ?B?u?i?l?d?e?r?: Allows for dynamic and conditional logic. Automates the default value population without user intervention. ð·? ?T?e?s?t?i?n?g? ?a?n?d? ?V?a?l?i?d?a?t?i?o?n?: Create a test bundle with the Configuration Attribute. Load the configurator and verify that the attribute is pre-populated. https://www.directcertify.com/salesforce/cpq-specialist Page 8 of 9

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