CPQ-Specialist Salesforce Certified CPQ Specialist (SP25) Free Practice Exam Questions (2025 Updated)

Requirement:

Localize Quote Terms into three selectable languages for the quote PDF output.

Solution Steps:

Step A: Create a picklist field (e.g., Output Language) on the Quote object with language codes (e.g., EN, FR, DE) as values.

Step B: Create Localization records for each Quote Term in all three languages, ensuring the Quote PDF reflects the selected language.

Why Other Options Are Incorrect:

C: "Allow Output in Different Languages" is not an actual managed package setting.

D: Setting the Language field alone does not dynamically manage multiple languages for PDF generation.

Salesforce CPQ Reference:

Localization of Quote Terms is covered in CPQ Multi-Language Configuration Guidelines ​.

 Requirement:

To allow sales reps to view a subset of products via a button in the Quote Line Editor.

 Solution:

A Custom Action with a Search Filter is configured to dynamically limit the displayed products.

 Mechanism:

The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to display only the desired subset of products.

 Salesforce CPQ Reference:

Custom Actions and Search Filters are documented as the preferred method to customize product visibility in the Product Selection process .

Amendment Functionality:

Amendments are used to modify existing contracts by adjusting quantities, discounts, or adding products while maintaining contract continuity.

Supported Scenarios:

A: Quantity changes with new discounts can be applied during amendments.

C: New products can be added and aligned with the contract’s existing term (co-terminated).

Salesforce CPQ Reference:

Amendments are extensively documented under Contract and Subscription Management ​.

 Requirement Overview:

A group of users should receive Approval requests simultaneously, and only one user's response is required to approve.

 Key Configuration:

Use a Group ID to associate the group of approvers.

Setting Unanimous = False ensures that only one approval is needed to proceed.

 Steps to Configure:

Navigate to the Approver Record related to the Approval Rule.

Reference the appropriate Group ID.

Set the Unanimous checkbox to False.

 Validation:

Test the Approval process by submitting a Quote for approval and confirming that one approval suffices.

 Requirement:

Users must view and select product options by scrolling on a single page.

 Solution Details:

Setting the Option Layout to Sections groups options into expandable/collapsible sections.

This creates a scrollable view without navigating multiple pages.

 Steps to Update:

Go to the parent Product Record.

Update the Option Layout field to Sections.

 Validation:Test the configuration in the Quote Line Editor. Options should now appear grouped by sections​​.

 Requirement Overview:

When renewing Contracts with Premier Support, it must automatically be replaced with Premier Pro.

 Solution:

The Renewal Product field on the Product record allows admins to specify a replacement Product for renewals.

 Steps to Configure:

Navigate to the Premier Support Product record.

Populate the Renewal Product field with Premier Pro.

Save and test the renewal process to confirm Premier Pro replaces Premier Support on the Quote.

 Validation:

Ensure all renewal Quotes replace Premier Support with Premier Pro automatically.

 Requirement:

Bundle products should show on the Product Selection page, but their Product Options should not.

 Solution:

Setting the Component checkbox to TRUE for Product Options ensures they are excluded from the Product Selection page and only appear within their bundles.

 Why Other Options Are Incorrect:

B: The Hidden field does not dynamically manage visibility for Product Options.

C & D: Marking products inactive makes them completely unavailable, which is not the requirement.

 Salesforce CPQ Reference:

The Component checkbox’s functionality is explained in Product Configuration ​.

 Issue Analysis:

Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.

 Reasons for Failure:

B: Products with an Effective Quantity of zero are excluded from syncing.

C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.

D: Products with a price of zero do not sync by default.

 Why Other Options Are Incorrect:

A: Missing Price Book Entries prevent quoting entirely, not syncing issues.

E: The Exclude from Opportunity checkbox applies to the Product Option, not the syncing process.

 Salesforce CPQ Reference:

CPQ guidelines for syncing Quote Lines to Opportunity Products ​.

 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 ​.

 Requirement Overview:

Ensure the Standard Warranty (a Percent of Total product) generates an Order Product when a partial Order is created.

 Solution:

When generating a partial Order, selecting a Shipping Container product triggers the automatic creation of a Standard Warranty Order Product, as the warranty is based on the container’s Net Price.

 Steps to Test:

Add a Shipping Container Quote Line and the Standard Warranty Quote Line to a Quote.

Create a partial Order, selecting the Shipping Container.

Verify that the Standard Warranty Order Product is generated.

 Data Import Order for Quote Templates:

Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established.

Quote Template: Base structure for the quote document.

Template Sections: Define sections of the quote.

Line Columns: Specify how data appears in tables within the quote.

Template Content: Includes HTML and text for the quote layout.

Quote Terms: Define legal or contractual terms.

Term Conditions: Conditions related to the terms.

 Salesforce CPQ Reference:

Best practices for Quote Template imports align with Salesforce CPQ implementation guides for maintaining dependencies .

 Scenario:

The Create Order button generates an Order with half the Quote Lines, and the Ordered checkbox is selected.

 Outcome:

When the Ordered checkbox is checked, remaining Quote Lines are eligible for a new Order. A second Order will be generated for the remaining lines.

 Why Other Options Are Incorrect:

A: An Order without Order Products is invalid in this scenario.

C: No error is thrown because multiple Orders are allowed from the Quote.

D: Existing Orders are not updated with new Quote Lines.

 Salesforce CPQ Reference:

The behavior of the Create Order button is detailed in CPQ Order Management documentation ​.

 Issue:

The validation error message appears immediately after a user sets a specific value in the Configuration Attribute, even before saving.

 Solution:

Setting Apply Immediately to False ensures that changes in Configuration Attributes do not trigger immediate validations. Instead, validations occur only upon clicking Save.

 Why Other Options Are Incorrect:

A: Evaluation Action does not exist as a field for Product Rule Error Conditions.

C: Changing the Apply Immediately field for Product Options does not affect the Configuration Attribute's behavior.

D: Setting Evaluation Event to Save applies to the rule's scope but does not address Configuration Attribute settings.

 Salesforce CPQ Reference:

Configuration Attribute Settings are explained in CPQ Configuration Attribute documentation ​.

 Issue Context:

The custom field is not being updated by the Price Rule even after enabling triggers in the CPQ Package Settings.

 Root Cause:

After creating new fields or updates, the Post Install Script must be executed to register custom fields in the Calculator Referenced Fields list.

 Solution Steps:

Navigate to Setup > Installed Packages > Salesforce CPQ.

Locate the Post Install Scripts section and click Run.

Test the Price Rule again to verify that the custom field is updated correctly.

 Salesforce CPQ Documentation Reference:

Custom fields must be registered with the calculator for the Price Rule engine to interact with them properly​​.

 Simplification Method:

By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.

 Steps to Configure:

Navigate to the Quote Template.

Add the PDF file under the Additional Documents section.

Mark it as required for automatic inclusion.

 Salesforce CPQ Reference:

The Additional Documents feature simplifies document management in Quote Templates ​.

 Requirement Overview:

Users need to define Discount Tiers where the values are treated as the Regular Price instead of amounts deducted from the List Price.

 Solution:

Configure the Discount Schedule to:

Set the Discount Unit to Amount.

Choose All from the Override Behavior picklist.

Select the Use Price for Amount checkbox to treat the tier values as Regular Prices.

 Steps to Configure:

Navigate to the Discount Schedule Record.

Set the Discount Unit to Amount.

Select All from the Override Behavior picklist.

Check the Use Price for Amount box.

 Validation:

Test the Discount Schedule to ensure the defined tier values are treated as Regular Prices.