Latest Aug 11, 2025 CPQ-301 Brain Dump: A Study Guide with Tips & Tricks for passing Exam
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Salesforce CPQ-301 Certification Exam covers a wide range of topics, including configuring products and pricing, creating proposals and quotes, managing orders and contracts, and administering Salesforce CPQ. Configure and Administer a Salesforce CPQ Solution certification exam is designed to test a professional's ability to configure and customize Salesforce CPQ solutions to meet specific business needs. Candidates are required to have a deep understanding of Salesforce CPQ and its various features and functionalities.
To prepare for the Salesforce CPQ-301 exam, candidates should have a solid understanding of Salesforce CPQ and its various components. They should also have experience in configuring and managing Salesforce CPQ solutions. There are several resources available to help candidates prepare for the exam, including study guides, practice exams, and online courses. Once certified, professionals can demonstrate their expertise in Salesforce CPQ and differentiate themselves in the job market.
NEW QUESTION # 65
Universal Containers sells a total of 100 Products. There are 80 Products that are generally available for selection by all users (General Access). The remaining 20 Products should only be available to a certain group of users (Special Access).
Which Product Selection and Price Book strategy should the admin utilize to meet the requirements?
- A. Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special Access Price Book with the 20 Special Access Products. Create automation to populate the appropriate Price Book ID Into the SBQQ__QuotePricebookld__c on the Opportunity.
- B. Create one Price Book that contains all 100 Products. Create a custom Product field to designate Genera! Access and/or Special Access. Utilize Hidden Search Filters to support dynamic Product visibility based on the level of User access.
- C. Create one Price Book that contains all 100 Products. Create a Validation Rule on the Quote o(M.ect to prevent selection of a Special Access Product based on the level of User access.
- D. A Create two Price Books: one General Access Price Book with the 80 generally available Products,
Answer: D
Explanation:
and one Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the level of User access.
NEW QUESTION # 66
Universal Contamars wants to geva 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
- A. Set tha Option Discount (%) fiald on tha Product Faatura for tha bundla.
- B. Set tha Option Oiscount (H) ftald on tha Product Option for tha bundla.
- C. Set Oiscountad by Packaga to TRUE on tha Product Option for tha bundla.
- D. Create a Price Rule that application the 25% discount whan tha product is addad as part of tha bundla.
Answer: C,D
NEW QUESTION # 67
Universal Containers sells their subscription products only in whole months. The Users at Universal Containers are sometimes entering values into Start Date and End Date and leaving Subscription Term blank. They are finding that subscription pricing is not working as they would expect because the dates they are choosing do not equate to exact months. This leads to pricing that may be a few cents or even a few dollars off. The Admin would like to find a solution that does not require forcing the users to use Subscription Term. What should be done so that the pricing is rounded to the expected value?
- A. On the Quote object, set the Subscription Prorate Precision field to Monthly.
- B. Create a Price Rule that takes the user-entered date and calculates a rounded Term.
- C. In the package settings, set Subscription Prorate Precision to Monthly.
- D. Create a Price Rule which rounds the Prorate Multiplier to the nearest whole value.
Answer: C
NEW QUESTION # 68
Universal Containers wants to create a new product that will be sold as part of a bundle. The product should be priced as 10% of all components' net total price and carry a term of 12 months.
The Product has been configured as such:
Which product and option configuration will attain the required pricing?
A:
B:
C:
D:
- A. Option A
- B. Option C
- C. Option D
- D. Option B
Answer: B
NEW QUESTION # 69
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?
- A. The earliest date
- B. The Quote Line date
- C. The Quote date
- D. The latest date
Answer: C
NEW QUESTION # 70
A sales rep at Universal Containers is trying to determine why a new Contract was unable to be created from a recently contracted Order. The sales rep has confirmed that the Order is for a new customer. This is the sales reps first attempt to contract the Order.
What are three troubleshooting steps an admin should take to identify the issue7
Choose 3 answers
- A. Confirm that each of the Order Products have been activated.
- B. Ensure the Order Start Date is later than the Opportunity Close Date.
- C. Verify that the related Opportunity is in Closed/Won status.
- D. Ensure there is at least one subscription-based Order Product on the Order.
- E. Check recent Apex Jobs to identify any errors in the contracting process.
Answer: A,D,E
NEW QUESTION # 71
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
- A. Option Constrain Group should be populated.
- B. type should be dependency.
- C. The Active checkbox should be set to True.
- D. Check Prior purchases should be set to False.
Answer: B,C
NEW QUESTION # 72
When using Advanced Approvals, a sales rep submits a Quote for Approval. On the Preview Approvals page, multiple Approval Chains display on screen from left-to-right.
How is the approval order determined?
- A. The Approval Chain with the lowest Final Approval Step value is completed first.
- B. The Approval Chain with the lowest Approval Step is completed first.
- C. The Approval Chains start at the same time and are completed independent of other chains.
- D. The Approval Chains are completed in the order displayed on screen.
Answer: A
NEW QUESTION # 73
Universal Containers has a multi-laver bundle with a Percent c# Total option In the first level. This Percer Total option's calculation should be based on other options en the same level.
How should the admin set this up?
- A. Set the Percent of Total Scope field on the Product Option record to a value of Group.
- B. Set the percent of Total Category field on each Product in the bundle to the same value.
- C. Set the percent of Total Scope field on the product Option record to a value of package.
- D. Set the percent of Total Scope field on the Product Option record to a value of Components.
Answer: D
NEW QUESTION # 74
Using Bundles allows you to have multiple price books on an opportunity.
- A. False
- B. True
Answer: A
NEW QUESTION # 75
The sales manager at Universal containers wants to ensure that bundles:
* Cannot be reconfigured when a Renewal Quote is created.
* Allow sales reps to configure bundles only on new or amendment quotes.
What should the CPQ specialist co to meet these requirements?
- A. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
- B. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
- C. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.
- D. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".
Answer: A
NEW QUESTION # 76
Universal Containers (UC) sells two fixed-priced subscriptions (Products A and B) and one Percent Of Total subscription Product (Product C), which is calculated as a percentage of the List total of Products A and D. Both Products A and B are marked as 'Include in Percent Of Total". UC also wants to enable ramping of quantities and pricing for all three Products on a yearly basis.
Which solution should the admin use to meet the requirement?
- A. Use Quote Line Groups for each annual term and set the Percent Of Total Scope on Product C to Group.
- B. Add Products A, B, and C to the Quote for the desired Quote Subscription Term.
- C. Set the Percent Of Target to Product C for Product A and B
- D. Implement a Quote Calculator Plugin (QCP) to aggregate Product A and B by segment.
Answer: C
NEW QUESTION # 77
An admin has implemented a new CPQ business requirement In a sandbox. They have created new products and used them to construct a bundle The admin has also created a Product Rule that automatically selects Product Options when the user selects a specific Configuration Attribute.
In which sequence should the admin migrate the records related to the new CPQ functionality In order to maintain record relationships?
- A. Products, attributes, options, rules
- B. Attributes, products, options, rules
- C. Products, options, attributes, rules
- D. Products, attributes, rules, options
Answer: C
NEW QUESTION # 78
Universal Containers has set up an Account lookup field, Distributor__c, on the Quote to identify different distributors per group. Distributor accounts have a Discount_Level__c field populated with the base discount percentage that products provided by that distributor will receive.
Which set of actions should the admin take to ensure that the distributor receives the appropriate Distributor Discount?
A)
B)
- A. Option A
- B. Option B
Answer: A
NEW QUESTION # 79
Universal Containers requires Quotes above a certain quantity threshold to be approved by the regional logistics manager. A custom object defines ail regions and managers. Each Quote is automatically related to its region and its manager.
How should the admin leverage Advanced Approvals to meet the requirement?
- A. Create an Approval Chain and use the Approver Field to dynamically assign the Approval to the Regional Manager.
- B. Create an Approval Rule and use the Approver Field picklist to dynamically assign the Approval to the Regional Manager.
- C. Create an Approval Chain with an Approval Rule for each Regional Manager lookup field.
- D. Create an Approval Rule for each Region and select the Regional Manager in the Approver lookup field.
Answer: B
NEW QUESTION # 80
An admin has a requirement within a specific bundle to ensure that Product 8 is automatically selected when the user selects Product A. The admin correctly configured a Product Rule to meet this requirement, however Product B remains unselected when Product A is checked.
What does the admin need to adjust so the Product Rule fires as expected?
- A. Set Apply Immediately to True on Product Option record for Product B.
- B. Set Apply Immediately to True on Product Option record for Product A.
- C. Set System field to True on Product Option record for Product B.
- D. Set System field to True on Product Option record for Product A.
Answer: B
NEW QUESTION # 81
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.
The maintenance product has been updated to be priced Of Total and the percentage has been set.
How should the product records be altered to meet this requirement?
- A. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
- B. Set the maintenance product Include in Percent of Total to True. On all storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
- C. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
- D. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
- E. subscription products, set the Percent Of Total Category to Storage.
Answer: A
NEW QUESTION # 82
Universal Containers has developed a new subscription Product that will replace another su The admin needs to ensure:
* Only the new Product can be added to new Quotes.
* Contracts with the old Product can be amended.
* Renewals will be created with the replacement Product.
Which two actions should the admin take to meet the requirements?
Choose 2 answers
- A. Uncheck the Active field on all Price Book entries for the old Product.
- B. Make the Product unavailable by unchecking the Active field on the old Product.
- C. Update the SBQQ__Product__c field on the Subscriptions that need to be renewed.
- D. Set the Renewal Product field on the old Product to lookup to the new Product.
Answer: C,D
NEW QUESTION # 83
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?
- A. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.
- B. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
- C. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.
- D. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
Answer: D
NEW QUESTION # 84
Universal Containers sells Tiny Boxes for $0,005 each. Tiny Boxes are Non Discountable.
How should the admin set the decimal precision for the unit price7
- A. Set the Unit Price Scale to 3 in the Pricing and Calculation Package Settings.
- B. Edit the Unit Price field on the Quote Line object and set the precision to 3.
- C. Set the Unit Price Scale field to 3 on the tiny boxes Product record.
- D. Use a Price Rule that sets the Net Unit Price to $0,005 when the product is added to a Quote.
Answer: A
NEW QUESTION # 85
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.
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. $1,275.00
- B. $1,320.00
- C. $1,350.00
- D. $1,125.00
Answer: A
NEW QUESTION # 86
Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has configured this without cloning bundles or pricebooks.
A single quote can contain products for consumption anywhere in the country.
A custom object has been created to maintain a Price Multiplier per product per geographic are
a. The quote document should display the List Price of the appropriate geographic area.
How should the CPQ specialist complete the configuration?
- A. Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.
- B. Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.
- C. Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.
- D. Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the
multiplier and apply it to the custom List Unit Price field on the Quote Line.
Answer: D
NEW QUESTION # 87
An admin created a workflow rule to automatically generate the renewal Opportunity and Quote when a user activities the Contract. The Renewal Pricing Method is set to List. The original Quote contains only standalone fixed-price subscription products and non-subscription product.
What should the user see on the renewal Quote?
- A. The renewal Quote start date will be the Contract end date plus one day.
- B. Additional discounts from the original Quote will automatically populate on the renewal.
- C. Optional products from the original Quote will pull into the renewal.
- D. All Quote Line items will be pulled through from the original Quote.
Answer: B
NEW QUESTION # 88
Given a customer's tiered pricing model, an Admin wants to allow users to define Discount Tiers and use those values as the Regular Price instead of an Amount deducted from the List Price.
How should the Admin configure the Discount Schedule to meet this requirement?
- A. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, and then select the Use Price for Amount checkbox.
- B. Set the Discount Unit to Amount, create a custom Override_Amount_c field on the Edit Tiers page, select the Users Defined checkbox, and then choose All from the Override Behavior picklist.
- C. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, Current Tier from the Override Behavior picklist, and then select the User Defined checkbox.
- D. Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount checkbox.
Answer: B
NEW QUESTION # 89
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