Salesforce Certified CPQ Specialist (SP25)
Last Update Oct 15, 2025
Total Questions : 212
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Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?
Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the Quote is another that hides prices when the Quote Primary checkbox is False.
Where should the admin reference the Primary checkbox field to set up this requirement?
An admin has set the Group ReW on one of the Quote templates. On output documents on Quote A, Quote Lmes appear to be grouped incorrertfy.
What are two explanations for this grouping?
Choose 2 answers
If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure
that another manager will receive Approval requests during the period in which the original
manager is absent?
Universal Containers provide a discount for an enterprise-level customer if a single line’s Net price is above a certain threshold. The Admin has set up a Price Rule with a reference to a custom formula field on the Price Condition to apply the discount automatically. The user has to click calculate twice for the discount to apply.
What is the most likely cause of the issue?
The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the Admin set up the Product to meet both requirements?
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?
The Admin at Universal Containers has received feedback about the amount of horizontal scrolling necessary to access Clone and Delete actions on Quote Lines in the Quote Line Editor.
What should the Admin do to resolve this issue?
Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on the Opportunity. Since an Account can have many different Contracts, the Admin implemented a Contract Name field
to allow the user to enter identifying information on each Contract record.
How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramify Y by 10% upon renewal.
Which two action should the admin take to ensure CPQ applies the correct price uplift?
Choose 2 answers
A sales rep at Universal Containers Is configuring an amendment Quote. The original Quote featured a single annual Subscription with a Net Unit Price of $600, a Quantity of 10, and a Subscription Term of 24 months. Ten months into the term of the Contract, the sales rep wants to issue a prorated refund for the original purchase and quote a new, more expensive Subscription In its place.
Using the standard price waterfall, what is the expected Net Total of the amended Subscription once the Quantity is set to cr
Subscription Product A has a Subscription Term of 6, a List Price of $100, and a Ranged Discount Schedule. A user has added this Product a Quote with a Term of 12.
A u The Ranged Discount Schedule is automatically applying a Discount of 25%.
What is the Regular Pnce m this scenario?
A user has added multiple bundles to the Quote. Each bundle consists of Product Options of the Product Families:
• Hardware
• Licenses
• Maintenance
On the output document, different line columns need to be rendered that contain the Products of each Family.
Moreover, the Product Options of each Family need to be rendered separately for each bundle.
Which two steps should the admin take to meet the requirement? (Choose two.)
Universal Containers wants to update the Quantity of a Product in the Line Editor with a Price Rule. The rule should apply only for this one specific Product.
What should the Admin do to ensure that the Price Rule only changes Quote Lines referencing this Product?
Universal Containers (UC) sells its Support SKU both as a stand-alone product and a product option within a bundle. When sold as a stand-alone product, the expected List Unit Price is $1,000. When sold as part of a bundle, UC wants to reduce the List Unit Price to $800.
What should the admin do to meet the requirement?
Universal Containers (UC) sells its Products in three currencies: USD, GBP, and EUR. UC wants to make a renewable Support SKU available for selection in only USD and EUR and has completed the necessary configuration and/or record creation to support the behavior.
What is the expected behavior when a user attempts to add the Support SKU to a Quote in each currency?
A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers
Universal Containers (UC) has asked their admin to add a new product selection rule to thelr flagship bundle. In their flagship bundle, there is a nested bundle "Warranty" that contains three warranty options: Gold, Platinum, and Diamond. By default, there is no warranty option selected. If a user
has not set a warranty option and selects the product option "Premium Container" in the flagship bundle, the Diamond warranty option should automatically be selected in the child bundle.
How should the UC admin set the configuration rule?
Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF?
At Universal Containers, each storage container is configured as a bundle. An important property of the bundle is cubic volume. The volume selected at the bundle level must match the volume of every Product Option.
Which two actions must the Admin take to allow a sales rep to choose a volume that will apply to all Product Options? Choose 2 answers
The Edit Lines Field Set Name special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor?
Universal Containers is utilizing Lookup Price Rules to pull Daily Rate values from the Rental Rates object. After activating the Price Rule, the admin notices the Daily Rate value remains blank, but the user is still able to save the quote.
Which aspect of the Price Rule should the admin review to identify the underlying issue?
Universal Containers (UC) sells to partners in multiple regions. Each region has a unique price multiplier that should be applied to the pricebook price of the product.
A custom object has been created to maintain the regional multipliers for each region. Any discounts should be applied after the regional multiplier has been applied. An admin needs to create a Lookup Price Rule.
Which field should the admin configure the price action to update?
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?
Universal Containers has a customer account with specific pricing.
Which two individual actions could the Admin take to set up a Contracted Price for this customer?
Universal Containers restricts users from selling more than 10 different products within a specific Product feature at once.
What should the admin set up to satisfy this requirement?
Universal Containers wants to notify its users when approval is required to discourage users from discounting while in the Quote Line Editor.
Which type of Product Rule should be used to meet this requirement?
Universal Containers sells a nonrenewable subscription Product that is priced on a yearly basis.
Which Subscription field values should the admin set to meet this requirement?
Admins at Universal Containers (UC) created an automation that selects the Renewal Forecast and Renewal Quoted checkboxes when a Contract is activated. However, UC has found that amendments to the contract fail to update the Renewal Opportunity.
What is the explanation for this result?
An admin has created a validation Product Rule that must display an error message upon clicking Sava if a Product Option is selected while a Configuration Attribute is set to a spacific value. When tha usar chooses the Product Option, than sets the Configuration Attribute to the specific value. The error massage appears before Save is clicked.
What can the admin change on the Product Rule or Configuration Attribute to ensure the error message only appears upon clicking Save?
What are two considerations the CPQ specialist should take into account when authorizing the Salesfonce CPQ calculation service for a user who is currently logged in?
Choose 2 answers
Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products page, a list of the first 2,000 Products Is displayed in a disorganized manner. The product management team wants the
products to display in collapsible groups based on the product family.
How should a CPQ specialist enable this functionality from the
Salesforce CPQ managed package configuration settings?
"UC Admin wants to prevent a Quote Term from being edited by non-admin users.
What should the Admin do to meet this requirement?
A Quote has one Quote Line for a subscription product with an End Date that differs from the Quote's End Date.
Which date will CPQ use to calculate the prorate multiplier?
When sold a la carte, a processor Product should be priced at USD 200 and EUR 150. When sold as a component of a laptop bundle in USD, this processor should be priced at USD 180 and EUR 135.
If Universal Containers must enable multi-currency, how should the admin implement this discounted price?
Sales reps at Universal Containers want to be able to filter products based on their Release Date. For example, a sales rep would like to see products with a Release Date between their input values of 11/23/04 and 01/16/07 when adding products.
What should the admin create for this use case?
The options are:
Which three CPQ pricing functionalities contribute to Regular Price during the price calculation sequence? Choose 3 answers
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.
Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor.
Which Salesforce CPQ functionality will satisfy this requirement?
Universal containers wants to give a 25% discount on a specific product option purchased in the Big Box bundle.
In which two ways could the admin configure CPQ to automatically apply this discount?
Choose 2 answers
When using Advanced Approvals, what must an admin do to grant a user the ability to approve any approval request regardless of who it is assigned to?
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers
Universal Containers has a multi-laver bundle with a Percent c# Total option In the first level. This Percer Total option's calculation should b« based on other options »n the same level.
How should the admin set this up?
Universal Containers (UC) defines a Warranty Period in a field on
its Products and wants to ensure that this Warranty Period is
correctly stored on the Asset record. A twin fleld has been
created on the Asset record. UC contracts from the Order.
When leveraging the twin field functionality to pass this
Informaticn to the Asset record, on which object should the admin create a twin field?
Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager.
How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?
Universal Containers (UC) sells product A with a tiered pricing model using a discount scheduled three discount tiers. UC signed an agreement that gives a client a 50% discount on product A with a flat rate for the next calendar year overriding the current discount schedule.
Which set of actions would meet these requirements?
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have
agreed to a Quantity of 100 licenses for the term of the Contract.
The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses.
After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of:
*The original Subscription
*The first amended Subscription
*The second amended Subscription
An admin is setting up multiple Option Constraints. When configuration the bundle. a user should be unable to select Product B unless the user has also selected Product A.
What are two steps the Admin must take to set up the Option Constraint?
Choose 2 answers
The admin at Universal Containers wants to add some Maintenance and some Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the admin set up the bundle to meet both requirements?
When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B’s Quantity should be updated in real time. Apply Immediately has been set on Product Option A. Which settings should be used on the Price Rule to meet these requirements?
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal
Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?
Universal Contamars wants to g«va a 23S discount on a specific Product Option purchased in the big Box bundla.
In which two ways could tha admin configura CPQ to automatically apply this discount9
Choosa 2 answars
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
An admin wants to set up a bundle product so a user can view all available options and selected options by scrolling in a single page. Which updates should the admin make to meet this requirement?
Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers:
If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21?
Universal Containers (UC) has categorized its Products into three Product Families. When rendering a document, UC wants to separate the Products into different Line Item tables by Product Family.
How should the admin meet the requirement in the most efficient manner?
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
The admin decides to use a Price Rule to set a default 10% discount on Product A if a client has already purchased this item. Product A is an Asset product.
The admin has already created Price Conditions to target Quote Lines for Product A and the appropriate Actions to apply the 10% discount.
Which Summary Variable and Price Condition are needed to apply this Price Rule to Quote Lines for Product A. the item the customer purchased previously'
Universal Containers has come to an agreement for future pricing with a specific customer. The agreement is for special volume-based, tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates. At the same time, the Account Management team wants to ensure that all items from one order appear on one contract. What are two ways the CPQ specialist can meet these requirements? (Choose 2 answers)
A user hat created two Quotes related to an Opportunity. The user has changed the Primary Quote by checking the Primary checkbox on the non-Primary Quote. After performing this action, the amount or the Opportunity fails to update and the Quote Lines fad to sync to the Opportunity.
What is the root cause of this issue?
Universal Containers (UC) offers several enterprise server bundles with professional services. UC has a large catalog of professional services that are compatible with any server. New professional services are constantly being introduced. UC wants to design the product configuration to minimize maintenance and ensure scalability.
Which two actions should the admin take to construct these new bundles?
Choose 2 answers
TESTED 15 Oct 2025
