Selected CPQ-Specialist CPQ Specialist Questions Answers

 Requirement:

Ensure approval requests are routed to a substitute manager during the original manager's absence.

 Solution:

The Delegated Approver lookup field on the Approver record allows the admin to specify a temporary approver.

Setting the Delegation End field ensures the delegation automatically ends upon the original manager’s return.

 Why Other Options Are Incorrect:

A: Using the Next Approver field for temporary delegation is not the intended functionality.

B: Creating an Approval Rule with start and end dates is overly complex and unnecessary.

D: Replacing the original Approver record risks permanent changes and is not recommended for temporary delegation.

 Salesforce CPQ Reference:

Delegated Approval Settings are documented under Advanced Approvals Configuration Guidelines ​.

 Requirement:

Users must view and select product options by scrolling on a single page.

 Solution Details:

Setting the Option Layout to Sections groups options into expandable/collapsible sections.

This creates a scrollable view without navigating multiple pages.

 Steps to Update:

Go to the parent Product Record.

Update the Option Layout field to Sections.

 Validation:Test the configuration in the Quote Line Editor. Options should now appear grouped by sections​​.

 Requirement:

Ensure a product priced as a Percent of Total has a minimum price of $100.

 Solution Steps:

Option A: Create a Price Book Entry of $100 to set the minimum price for the product.

Option D: Create a $0 Price Book Entry to handle scenarios where Percent of Total calculation would otherwise drop below $100.

 Why Other Options Are Incorrect:

B: The custom Percent_of_Total_Target_c field is not used for minimum pricing enforcement.

C: The Percent of Total Constraint field alone does not enforce minimum pricing.

 Salesforce CPQ Reference:

Percent of Total pricing and minimum price settings are described in CPQ Pricing Configuration ​.

 Requirement:

Ensure that custom field data from original Quote Lines flows into Renewal Quote Lines.

 Solution:

Use twin fields on the Asset and Subscription objects to store and transfer data. Twin fields are automatically mapped during renewal processes, ensuring data flows seamlessly.

 Why Other Options Are Incorrect:

A: A formula field cannot persist data on Renewal Quotes.

B: Automatic mapping does not apply to custom fields without twin fields.

C: A Price Rule is unnecessary when twin fields handle this data flow.

 Salesforce CPQ Reference:

Twin fields and their functionality are described in CPQ Subscription Management ​.