CPQ-Specialist Exam Dumps - Salesforce Certified CPQ Specialist (WI25)

Business Requirement Context:

Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines.

Each Order generated will correspond to a unique Start Date.

Key Salesforce CPQ Features:

Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.

Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.

Step-by-Step Configuration:

Navigate to the Quote in Salesforce CPQ.

Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation.

Check the Ordered checkbox on the Quote to mark it ready for Order generation.

Expected Outcome:

When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.

Validation and Testing:

Create a Quote with multiple Quote Lines having different Start Dates.

Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.

References:

This approach is aligned with Salesforce CPQ’s guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation​.

ï‚· Requirement:

Apply a 10% discount to Product A on the Quote Line if the customer has previously purchased Product A (stored as an Asset).

ï‚· Solution:

Summary Variable:

Sum the Quantity field on Asset records for Product A.

Price Condition:

Verify that the Summary Variable is greater than 0 to confirm the customer has purchased Product A.

ï‚· Why Other Options are Incorrect:

B: Quote Lines do not track prior purchases; Assets do.

C, D: These do not align with the requirement to verify prior purchases via Assets.

ï‚· Salesforce CPQ Reference:

Summary Variables and their use in Price Rules are documented under CPQ Discounting Guidelines ​.

ï‚· Requirement:

The Color of containers (a Configuration Attribute) must be displayed in the output document.

ï‚· Solution:

Create a Color field:

On Product Option: Captures the color selection during configuration.

On Quote Line: Ensures the selected color is carried forward to the quote document.

ï‚· Why Other Options are Incorrect:

B, D: These options do not account for both configuration and quote visibility requirements.

C: The Product object alone cannot store configuration-specific selections like color.

ï‚· Salesforce CPQ Reference:

Configuration Attributes and their linkage to Quote Lines are documented in CPQ guidelines ​.

ï‚· Requirement:

Migrate existing contracts to a new Product version upon renewal.

ï‚· Solution:

Update the Renewal Product field to specify the new version of the Product.

Enable the Renewal Forecast checkbox on the Contract to ensure renewal Quotes reference the new Product version.

ï‚· Why Other Options Are Incorrect:

B: Changing the Product Lookup on the Subscription directly bypasses standard renewal processes.

C: Selection Product Rules enforce configurations during quoting but are not suitable for renewals.

D: Price Rules do not modify Product references during renewal Quotes.

ï‚· Salesforce CPQ Reference:

Renewal product management is outlined in the CPQ Subscription and Renewal Guidelines ​.

ï‚· Requirement:

Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the agreed end date.

ï‚· Solution:

SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.

SubscriptionTerm = Number of Months: Allows the quote to define the length of the support agreement.

ï‚· Why Other Options Are Incorrect:

A and C: These configurations do not align with the requirement to sell support in defined monthly increments.

D: Marking the product as Renewable contradicts the requirement that the product is non-renewable.

ï‚· Salesforce CPQ Reference:

SubscriptionType and SubscriptionTerm fields are detailed in the Subscription Products configuration guide ​.

ï‚· Requirement Overview:

Assign generated Approval requests to the user's direct manager.

ï‚· Solution:

Salesforce CPQ's Advanced Approvals package includes the setting Next Automated Approver Determined By, which allows Approvals to be routed automatically to the user's manager.

ï‚· Steps to Configure:

Navigate to the Approval Process.

Set Next Automated Approver Determined By to Manager.

Save and test the Approval process to ensure it correctly assigns to the manager.

ï‚· Requirement Overview:

Ensure the Renewal Quote is accurate and includes all renewable products from the original Contract.

ï‚· Solution:

C. Renewal Quoted Checkbox:

Select the Renewal Quoted checkbox on the Contract to generate Renewal Quotes automatically.

D. Renew Contracts Button:

Use the Renew Contracts button from the Account’s Contract Related List to create Renewal Quotes directly.

ï‚· Steps to Configure:

Ensure the Contract is active and associated with the correct Account.

Use either the Renewal Quoted checkbox or the Renew Contracts button to generate Renewal Quotes.