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

A. Update scope setting in the promotion: To manage and potentially delete multiple promotions applied to a bundle in the Cart, the "update scope" setting within the promotion configuration needs to be enabled. This setting allows for the adjustment or removal of individual promotions from a bundle without affecting other applied promotions, providing flexibility in how promotional effects are managed within the cart.

In Salesforce CPQ, a Document Template is linked to the Opportunity, Quote, or Order objects through the "Applicable Item Types" in Template Settings. This setting allows administrators to define which object types (e.g., Opportunities, Quotes, Orders) the template should be associated with. By configuring this setting, the system knows to present or apply the specific document template when a document generation action is initiated for any of these objects. This mechanism ensures that the correct template is used based on the context of the transaction or the sales process stage.

The affectivity date for a product's price list entry in Salesforce Industries CPQ controls whether the product displays in the Products list of the cart. This date defines the period during which a specific price list entry is valid. If the current date falls within the affectivity date range, the product and its associated pricing are considered active and will display in the cart's product list. This helps manage the availability of products for sale based on temporal pricing strategies or promotional periods.

In the context of Salesforce Industries CPQ and OM, when an order is canceled and a supplemental order needs to be created, this is done similarly to creating any new order. However, the specific distinction for a supplemental order lies in setting the OrderType field to "Supplemental" from the picklist. This categorization helps in managing and tracking these orders separately, ensuring they are handled correctly through the order fulfillment and management process.

When creating a new context rule for a B2B product that spans the full sales cycle (from opportunity through quote, order, to asset), the appropriate context scope to select is Order, Quote, Opportunity, and Asset. This scope ensures that the context rule applies consistently across all stages of the sales and post-sales process, providing a uniform set of conditions and behaviors regardless of the sales stage. Using this comprehensive scope ensures that the rule's effects are applied seamlessly as the transaction progresses through different phases, maintaining consistent business logic throughout the cycle.

Cart-based guided selling experiences in Salesforce Industries CPQ do not use Angular JS templates. Instead, these interfaces are typically built using proprietary Salesforce technologies and frameworks that are integrated into the Salesforce platform. The use of Salesforce-specific technologies ensures compatibility and optimal performance within the Salesforce ecosystem, rather than relying on external or less integrated solutions like Angular JS.

The checkout method in Salesforce Industries CPQ typically performs several key actions during the transaction process. Two of these actions are: A. Validates the pricing and configuration of the items: This ensures that all products in the cart or order are correctly priced and configured according to current business rules and product definitions. B. Moves the opportunity, quote, or order to the next state of the ordering process: This is a critical step in advancing the sales process towards completion, transitioning the transactional documents to stages such as pending, confirmed, or completed based on the defined workflow.

B. Check the Do Not Assetize property in the Cart's line Item configuration window

C. Check the Is Not Assetizable property: Both of these properties control whether a product becomes an asset upon purchase. The Do Not Assetize property can be configured in the line item configuration within the cart to prevent assetization for specific sales. Similarly, setting the Is Not Assetizable property at the product level ensures that the product cannot be assetized regardless of how it is sold or configured in orders.

To launch the Guided Selling process in Salesforce Industries CPQ, you can: A. Create a Vlocity action to trigger the process: This method involves setting up a specific action within Salesforce that initiates the OmniScript of the Guided Selling process. This is typically done by configuring a custom action that can be activated from a UI element like a button or a link.

This approach is preferred because it allows for flexible integration into various parts of the Salesforce UI, making it accessible where needed and can be customized to trigger under specific conditions or contexts.

To determine a customer's eligibility for a promotion before it is added to the Cart in Salesforce Industries CPQ, you should use a "Qualification" context rule type. Qualification rules are designed to evaluate whether certain conditions are met for a promotion to be applicable. This rule type helps in ensuring that promotions are only offered to customers who meet specific criteria, thereby maintaining the relevance and effectiveness of promotional strategies while preventing inappropriate discount applications.

Rules in Salesforce Industries CPQ are triggered when the "Validate Cart" button is clicked. This mechanism ensures that all the business rules and validations are enforced at a critical point in the transaction process, specifically when finalizing the configurations and selections in the cart.

When the "Validate Cart" button is clicked (D): This trigger is crucial for ensuring that the cart meets all business, product, and regulatory requirements before proceeding to checkout or final approval, providing a safeguard against incorrect or incomplete configurations.

C. By clicking the Price Details icon on the line item: Users can understand changes to pricing applied in the cart by clicking the Price Details icon associated with each line item. This action reveals a detailed breakdown of the pricing, including any adjustments, discounts, or special charges that have been applied, providing transparency and clarity on how the final price was calculated.

When implementing a custom pricing plan step for attribute-based pricing in the Default Pricing plan in Salesforce Industries CPQ, the step should be placed: D. Between the step Initialize Pricing Context and the step Load Price List Entries: This sequence allows for the correct application of context-specific attributes before price list entries are loaded, ensuring that all attribute conditions and dependencies are established prior to fetching and applying pricing from the price list.

This placement is crucial for effectively leveraging attribute-based pricing mechanisms, as it aligns the pricing data load with the initialized pricing context, allowing for dynamic pricing adjustments based on predefined attributes.

In Vlocity Rules, a Qualification entity filter returns a Boolean true/false value. This type of filter is used to determine whether specific criteria are met for a product or a transaction, making it integral to defining eligibility or conditions within business rules.

Qualification entity filter (B): This filter evaluates specific conditions related to a product or a customer scenario and returns a true or false value based on whether the conditions are met, aiding in decision-making processes such as product eligibility or special condition assessments.

Adjusting the price of a product for a promotion in Salesforce Industries CPQ does not necessarily require you to run maintenance jobs to update the product hierarchy and platform cache. Price adjustments can typically be handled through configuration changes that are dynamically reflected in the platform without the need for such maintenance tasks. The system is designed to handle these changes efficiently, updating relevant data as required without manual intervention to maintain system performance and accuracy.

In Salesforce Industries CPQ, a product does not necessarily require a base price to appear in the cart. The CPQ system allows products to be added to the cart even if they do not have an explicitly defined base price; this is useful in scenarios where products are priced dynamically based on configurations, usage, or through custom pricing methods that are applied during the sales process. This functionality supports more flexible pricing strategies and complex product offerings.

To differentiate pricing for a product like a smartphone between B2B and B2C customers, the best approach is to assign the product to a pricebook and create two pricebook entries. This strategy allows for distinct pricing structures to be maintained within the same organizational framework, using separate pricebook entries to specify the $999 price for B2B customers and the $900 price for B2C customers. This setup leverages Salesforce’s native functionality to manage differentiated pricing strategies efficiently within its CPQ system.

In Salesforce Industries CPQ, when building an Advanced Rule using the Vlocity Rule Builder, the four components include:

Rule Header (A) - This defines the basic information about the rule, including its name and description.

Variables (C) - Variables are used to store data that can be reused within the rule. They help in making the rules dynamic and flexible.

Rule Actions (E) - These are the actions executed when the conditions of the rule are met. Actions can modify data, trigger events, send messages, etc.

Rule Filters (F) - Filters define the conditions under which the rule actions are executed. They specify the criteria that must be met for the rule to apply.

When the data element is specific to a product or a class of products within Salesforce Industries CPQ, it should be created as an "Attribute". Attributes in CPQ are used to define specific characteristics or properties of a product that can vary based on customer selections or product variations. This enables a more dynamic configuration process where product offerings can be tailored according to specific customer requirements or market segments.