PDF (New 2026) Actual Salesforce CPQ-Specialist Exam Questions
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NEW QUESTION # 89
Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?
- A. A Price Rule is firing On Calculate and changing the Effective Quantity.
- B. The Revised Quantity has been set on the Subscription record.
- C. The Products have a Discount Schedule and Cross Order is not selected.
- D. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
Answer: C
Explanation:
* Background Context:When amending a contract in Salesforce CPQ, issues with net pricing arise if the amendment impacts existing subscription products. Subscription products often rely on Discount Schedules for calculating discounts, especially when quantity changes. The "Cross Order" field on Discount Schedules ensures discounts account for cumulative quantities across multiple orders or contracts.
* Problem Analysis:
* The reported issue involves incorrect net pricing specifically when the quantity of existing products is adjusted during contract amendments.
* This aligns with the functionality of Discount Schedules, where the total quantity determines the discount applied. Without "Cross Order" enabled, Salesforce CPQ considers only the current order's quantities rather than aggregating across orders.
* Root Cause Identification:
* Discount Schedule and Cross Order:If the Discount Schedule associated with these products does not have "Cross Order" enabled, any amendments won't consider cumulative quantities. Instead, the system recalculates based on only the new or adjusted quantities, leading to incorrect net pricing.
* Supporting Evidence:
* Salesforce documentation highlights that Cross Order must be selected in the Discount Schedule for accurate discount calculations across multiple orders or contracts. Otherwise, amendments operate in isolation.
* The feature ensures that ongoing contracts retain accurate pricing based on total historical quantities.
* Recommended Resolution:
* Navigate to the Discount Schedule associated with the affected products.
* Verify and enable the Cross Order checkbox:
* Go to Setup > Discount Schedules.
* Locate the relevant Discount Schedule.
* Edit the schedule and enable Cross Order.
* Test the functionality by amending the contract and verifying the net pricing calculations.
* Preventative Actions:
* For all subscription-based products relying on Discount Schedules, ensure Cross Order is enabled during initial configuration.
* Provide training to Salesforce CPQ admins to understand the implications of Discount Schedule settings on pricing.
By following these steps and verifying the Discount Schedule configuration, the issue can be resolved, ensuring consistent and accurate net pricing during contract amendments.
NEW QUESTION # 90
Universal Containers has set up a lookup field, Distributor_c, on the Quote Line Group to identify different distributors fulfilling specific groups of products on a quote. Distributor accounts have a Discount_Level_c field on them populated with the base discount that products quoted through that distributor should receive.
Which set of actions should the Admin take to ensure that the distributor receives the appropriate base discount?
- A. Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule Where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c.
- B. Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Source Field equals Discount_Level_c.
- C. Create a formula field on quote Line, SBQQ_Group_r. Distributor_r.Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals the newly created formula field. Add a Price Action to the price Rule Where. Source Field equals the newly created formula field.
- D. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c.
Answer: C
NEW QUESTION # 91
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature?
Choose 2 answers
- A. Contracted Price
- B. Product Option
- C. Product
- D. Segmented Product
Answer: A,B
NEW QUESTION # 92
The Admin at Universal containers has created a formula filed to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this?
- A. Set Visible to false for relevant Roles on the field-level security for the margin field.
- B. Set Visible to false for relevant Profiles on the field-level security for the margin field.
- C. Remove the margin filed from the Quote Line Editor Field Set for relevant Roles.
- D. Remove the margin field from the Quote Line Editor Field Set for relevant Profiles.
Answer: B
NEW QUESTION # 93
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?
- A. Create a Price Condition against a Quote Line field that contains a value that is unique to the product selected.
- B. Fill in the Product field on the Price Rule with the Product.
- C. Fill in the Lookup Object field on the Price Rule with the Product.
- D. Create an Error Condition against a Quote Line field that contains a value that is unique to the product selected.
Answer: A
Explanation:
Requirement Overview:
* Universal Containers wants to update the Quantity of a specific Product in the Quote Line Editor via a Price Rule.
* The Price Rule should target only this specific Product.
Key Mechanism:
* Use a Price Condition on the Price Rule to evaluate a Quote Line field that uniquely identifies the Product (e.g., Product Code or Product Name).
Steps to Configure:
* Navigate to the Price Rule.
* Add a Price Condition:
* Field: Select a field from the Quote Line that identifies the Product.
* Operator: Equals.
* Value: Enter the unique value (e.g., Product Code or Name).
* Configure the Price Action to update the Quantity field.
Validation:
* Test the rule by adding the specific Product to a Quote and confirming that the rule updates its Quantity as expected.
NEW QUESTION # 94
Universal Containers has five Products.
The Percent of Total Category field for the Warranty Product Is null.
What would the Warranty"s List Unit Price be If all Products are added to a Quote with a Quantity of 1?
- A. $35.00
- B. $15.00
- C. $25.00
- D. $50 00
Answer: D
NEW QUESTION # 95
What is the calculated List Unit Price the user should see for Cloud Storage Support?
- A. $225
- B. $23
- C. $273
- D. $50
Answer: A
NEW QUESTION # 96
Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10.
Each region has some Products which are region-specific and unavailable to users from other regions.
Managers can add Products to a sales rep's Quotes that are inaccessible to other sales reps.
Which two steps should the Admin take to meet the business requirement? Choose 2 answers
- A. Use Product rules to hide Products from some sales reps.
- B. Create a single Price Book with all Products. Share the Price Book with all users.
- C. Add a Search Filter to the add Products Custom Action to filter Products based on the current user.
- D. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.
Answer: A,D
Explanation:
Requirement Overview:
* Universal Containers wants to restrict sales reps to accessing only region-specific Products while allowing managers to access all Products.
Solution:
* C. Price Books per Region: Create a separate Price Book for each region, associating only the relevant Products. Share each Price Book with the respective sales reps.
* D. Product Rules: Use Product Rules to hide Products from sales reps outside their assigned regions.
Steps to Configure:
* Price Book Setup:
* Navigate to Price Books.
* Create a Price Book for each region and associate the specific Products.
* Use Sharing Rules to share the Price Books with the appropriate sales reps.
* Product Rule Setup:
* Create a Product Rule with a Condition to hide Products based on the user's region.
Validation:
* Test by logging in as a sales rep and verifying that they can only see Products for their assigned region.
NEW QUESTION # 97
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 field has been created on the Asset record. UC contracts from the Order.
When leveraging the twin field functionality to pass this information to the Asset record, on which object should the admin create a twin field'
- A. Order Product
- B. Opportunity Product
- C. Product Option
- D. Quote Line
Answer: D
NEW QUESTION # 98
Universal Containers wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level.
Which two steps should the Admin take to fulfill this requirement? (Choose two.)
- A. Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.
- B. Add Additional Disc. to the Line Editor Field Set on the Quote Line object.
- C. Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.
- D. Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.
Answer: C,D
NEW QUESTION # 99
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
- A. Create a new Additional Document on the Quote Template for each PDF document.
- B. Create a new Template Section for each PDF document.
- C. Reference each PDF Document in Custom Template Content records.
- D. Select the correct Documents Folder from the Documents field on the Quote Template.
Answer: A
Explanation:
Requirement Overview:
* Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.
Solution:
* Use the Additional Document feature on the Quote Template to include PDF files in the generated output.
Steps to Configure:
* Navigate to the Quote Template.
* Create an Additional Document for each required PDF:
* Reference the document stored in Salesforce.
* Save the Quote Template.
Validation:
* Generate a Quote document and confirm that the Additional Documents are included as attachments.
NEW QUESTION # 100
Universal Containers (UC) sells a product that Percent of Total to determine its price. UC wants to ensure that this product is always priced at a minimum of $100, even if the calculated amount falls under $100.
Which two steps should the Admin take to meet this requirement? Choose 2 answers
- A. Set the product's Percent of Total Constraint field to List price is minimum.
- B. Create a Price Book Entry of $100 for the product
- C. Create a Price Book Entry of $0 for the product.
- D. Set the Price Book Entry custom field Percent_of _Total_Target_c to $100.
Answer: A,C
NEW QUESTION # 101
"UC offers Container B as one of the configurable options of Container A. Container B is itself configurable with options X, Y, and Z.
How should the Admin configure this?
- A. Create a dynamic quote process that guides the user to choose Container B and options X, Y, and Z if Container A is selected.
- B. Create a bundle with options X, Y, and Z as product options of Container B, and Container B as a product option for Container A."
- C. Create a bundle with Container B and options X, Y, and Z as product options for Container A.
- D. Create a search filter which only shows Container B if Container A is on the quote or owned by the customer.
Answer: B
NEW QUESTION # 102
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 three quote lines and subscriptions for the below transactions:
* The original sale
* The first amendment
* The second amendment
- A. Quote Line: 100, 80, 120, Subscription: 100, 80, 120
- B. Quote Line: 100, -20, 40, Subscription: 100, 80, 120
- C. Quote Line: 100, 80, 120, Subscription: 100, -20, 40
- D. Quote Line: 100, -20, 40, Subscription: 100, -20, 40
Answer: C
Explanation:
In Salesforce CPQ, amendments adjust subscription quantities incrementally. The original sale (Quote Line and Subscription) is 100. The first amendment reduces to 80, a decrease of 20, so the Quote Line is 80 (absolute), and the Subscription delta is -20 (reflecting the change). The second amendment increases to 120, an increase of 40 from 80, so the Quote Line is 120, and the Subscription delta is 40. Subscription quantities in amendments show the net change (-20, 40) rather than absolute values (80, 120), aligning with CPQ's amendment mechanics. Option B correctly reflects this: Quote Lines (100, 80, 120) show user-facing totals, while Subscriptions (100, -20, 40) show deltas. Salesforce CPQ documentation explains this behavior in amendment scenarios.References: Salesforce CPQ Documentation - "Amending Contracts" and "Subscription Quantity Handling".
NEW QUESTION # 103
Fore a quote with a Subscription Term of 18 months, what is the calculated price for the standard pricing fields?
- A.

- B.

- C.

- D.

Answer: B
NEW QUESTION # 104
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?
- A. * Subscription Term: 12
* Subscription Type: One-Time
* Subscription Pricing: Fixed Price - B. * Subscription Term: 1
* Subscription Type: Evergreen
* Subscription Pricing: Percent of Total - C. * Subscription Term: 12
* SubscriptionType: Evergreen
* Subscription Pricing: Fixed Price - D. * Subscription Term: 1
* Subscription Type: One-Time
* Subscription Pricing: Percent of Total
Answer: A
NEW QUESTION # 105
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. Create a Price Rule which rounds the Prorate Multiplier to the nearest whole value.
- B. Create a Price Rule that takes the user-entered date and calculates a rounded Term.
- C. On the Quote object, set the Subscription Prorate Precision field to Monthly.
- D. In the package settings, set Subscription Prorate Precision to Monthly.
Answer: D
NEW QUESTION # 106
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?
- A. Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.
- B. Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.
- C. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add
- D. Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.
Answer: D
NEW QUESTION # 107
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