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Salesforce CPQ-301 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Configure and Administer a Salesforce CPQ Solution |
| Exam Number: | CPQ-301 |
| Exam Duration: | 105 minutes |
| Related Certifications: | Salesforce CPQ Specialist Salesforce Administrator Sales Cloud Consultant |
| Exam Format: | Multiple Choice, Multiple Select |
| Available Languages: | Japanese, English |
| Exam Price: | $200 USD |
| Recommended Training: | Salesforce CPQ & Billing Learning Resources Salesforce CPQ Implementation Trailhead Modules |
| Exam Registration: | Salesforce Certified CPQ Specialist Registration |
| Sample Questions: |  |
| Exam Way: | Online proctored or test center (depending on region) |
| Pre Condition: | Recommended: Salesforce Administrator certification and practical experience with Sales Cloud and Salesforce CPQ. |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/certified-cpq-specialist |
Salesforce CPQ-301 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Product and Bundle Configuration | - Product setup and configuration rules - Bundles and product options - Product rules and constraint logic |
| Topic 2: Pricing and Discounting | - Discount schedules and pricing rules - Price books and pricing methods - Discounting strategies |
| Topic 3: Approval and Workflow Automation | - Automation with Salesforce CPQ - Approval rules and processes |
| Topic 4: Contract Lifecycle Management | - Renewals and subscriptions management - Contract creation and amendments |
| Topic 5: Quote and Proposal Generation | - Quote creation and configuration - Quote templates and document generation |
Common Questions About the Salesforce CPQ-301 Exam
The CPQ-301 exam, officially known as Salesforce Configure and Administer a Salesforce CPQ Solution, is the Salesforce test that leads to the Salesforce Certified CPQ Specialist certification at the Professional level. Passing it validates the skills employers expect from a certified professional. It is also associated with related credentials such as Salesforce Administrator, Sales Cloud Consultant, Salesforce CPQ Specialist.
Recommended: Salesforce Administrator certification and practical experience with Sales Cloud and Salesforce CPQ.
Entry requirements can change, so confirm the latest conditions on the official exam page: https://trailhead.salesforce.com/credentials/certified-cpq-specialist.
You can book the CPQ-301 exam through the official registration channels below:
Exam delivery: Online proctored or test center (depending on region). Seats at popular test centers fill quickly, so schedule early once your preparation is on track.
Salesforce recommends the following training options for Salesforce Configure and Administer a Salesforce CPQ Solution candidates:
Pair any course with the 215 practice questions from Actual4Exams to measure how ready you really are before paying the exam fee.
Yes. A free PDF demo of the Salesforce Configure and Administer a Salesforce CPQ Solution questions is available, so you can check the question style and answer quality before you pay. Every purchase also includes 365 days of free updates, and if the product expires you can renew the update service at a 50% discount from your member zone.
If you take the corresponding CPQ-301 exam within 60 days of purchase and do not pass, you can apply for a full refund under the 100% Money Back Guarantee: submit a scan of your enrollment slip and your official Score Report (PDF) within 2 days of the exam date, and the claim is processed within 7 days. Attempts made within 3 days of purchase, downloads without an actual exam attempt, free materials, and expired orders are not eligible, and the candidate name must match the payer name. Prefer new material instead of a refund? You can exchange your purchase for two free products of equal value and keep the update service on your original product. As for delivery, the files are available for instant download and are also emailed to you within one minute of payment — if nothing arrives within 2 hours, contact customer service. There is no limit on how many computers you can install the product on.
The official Salesforce Configure and Administer a Salesforce CPQ Solution outline is organized into 5 domains. The first three are:
- Contract Lifecycle Management
- Approval and Workflow Automation
- Pricing and Discounting
See the complete exam topics section above for the full outline and the weighting of every domain.
Salesforce Configure and Administer a Salesforce CPQ Solution Sample Questions:
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change.
How can the sales ops team ensure the renewal Quote reflects the increased quantity?
- A. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
- B. Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December 1 of this year.
- C. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
- D. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.
Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers
- A. Ensure the CPQ Orders package setting "Allow Multiple Orders" is selected.
- B. Ensure the Edit Order Products button is exposed in the Order Page Layout.
- C. Ensure the sales rep is listed as the owner of the Order.
- D. Ensure the sales rep has Modify All in their profile.
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?
- A. Create a custom Page Layout and add the custom Contract Name field to the layout.
- B. Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.
- C. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.
- D. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object.
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. The Products have a Discount Schedule and Cross Order is not selected.
- B. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
- C. A Price Rule is firing On Calculate and changing the Effective Quantity.
- D. The Revised Quantity has been set on the Subscription record.
Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price.
Which CPQ package settings should UC use to meet the business requirement?
- A. Subscription Term unit: MonthSubscription Prorate Precision: Month
- B. Subscription Term unit: DaySubscription Prorate Precision: Day.
- C. Subscription Term unit: MonthSubscription Prorate Precision: Day
- D. Subscription Term unit: MonthSubscription Prorate Precision: Month + Daily
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