Study With Simplus: The Complete CPQ Specialist Study Guide
Study With Simplus: The Complete CPQ Specialist Study Guide
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CONTENTS
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Guide Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
What Are Products?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Product Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Price Books. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
What Are Price Books?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Price Book Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Product Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
What Are Product Features?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Product Feature Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Product Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
What Are Product Options? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Product Option Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Option Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Scenario #3: Set Up Option Constraints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
What Are Option Constraints? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Option Constraint Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Configuration Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Scenario #4: Set Up Configuration Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
What Are Configuration Attributes?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Configuration Attribute Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Subscription Pricing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Scenario #6: Set Up Asset and Subscription Products. . . . . . . . . . . . . . . . . . . . . . . . . . 35
Product Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Scenario #7: Create Product Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
What Are Product Rules?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Product Rule Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Configuration Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
What Are Configuration Rules?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Configuration Rule Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Lookup Queries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Error Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
What Are Error Conditions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Error Condition Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Product Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
What Are Product Actions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Product Action Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Quote Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
What Are Quote Processes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Quote Process Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Process Input. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
What Is a Process Input?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Process Input Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Search Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
What Are Search Filters? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Search Filter Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Custom Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
What Are Custom Actions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Custom Action Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Quote Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Scenario #10: Create Quote Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
What Are Quote Templates?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Quote Template Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Quote Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Scenario #12: Set Up Quote Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
What Are Quote Terms?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Quote Term Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Term Condition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
What Are Term Conditions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Term Condition Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Template Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
What Is Template Content?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Template Content Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Template Sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Scenario #13: Set Up Template Sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
What Are Template Sections?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Template Section Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Line Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Scenario #14: Set Up Line Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
What Are Line Columns?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Line Column Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Pricing Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
List Pricing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
What Is List Pricing?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Contracted Prices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Price Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Scenario #16: Set Up Price Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
What Are Price Rules? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Price Rule Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Price Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
What Are Price Conditions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Price Condition Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Lookup Queries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
What Are Lookup Queries?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Lookup Query Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Price Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
What Are Price Actions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Price Action Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Discount Schedules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Discount Tiers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
What Are Discount Tiers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Discount Tier Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Contracted Prices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Scenario #20: Configure Contracted Prices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
What Are Contracted Prices? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Contracted Price Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Scenario #22: Adjust User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Data Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Scenario #23: Adjust System Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Contracting Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Scenario #24: Predict Contracting Outcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Contracting Process Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Localization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Scenario #26: Translate User Interfaces and Outputs . . . . . . . . . . . . . . . . . . . . . . . . . . 99
What Is Localization?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Translation For Salesforce CPQ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Localization Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Example Exam Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
INTRODUCTION
The purpose of this study guide is to help you become a Salesforce Certified CPQ Specialist.
This guide is based on the business scenarios found in the official CPQ Specialist exam
guide, which was created by Salesforce. You will find those business scenarios throughout
this guide.
Ideally, you will gain experience working on five to ten Salesforce CPQ projects. If you do
not have the ability to work on Salesforce CPQ projects, we strongly suggest you practice
building solutions based on real-world business scenarios in a practice org.
Simplus updates this study guide after each major release. This guide is based on the
Summer ’17 release of Salesforce CPQ.
GUIDE STRUCTURE
This study guide is divided into four main sections, which align with the official CPQ
Specialist exam guide.
Within each section, you will find business scenarios from the official exam guide along
with the Salesforce CPQ topics you must understand to build solutions for each business
scenario.
Following those scenarios, you will find the functionality required to solve them. We
suggest using your CPQ Playground to imagine, design, and build solutions for each
scenario. Taking that approach will help you learn the material more deeply than reading
alone.
In general, each topic includes a summary and table of fields with help text and additional
information. For example, the Products topic provides a brief definition of products, a link
to learn more about products, and a table of product fields with help text and additional
information about the fields in the table.
CPQ 201 is a 2-day foundational training that enables your success with Salesforce CPQ.
We recommend new administrators take this course before starting a Salesforce CPQ
implementation or when taking over an existing implementation.
View syllabus
CPQ 211 is a 4-day course is designed for 1) Administrators who will have experience
implementing Salesforce CPQ solutions in a customer-facing role, and 2) Solution
Architects, Implementation Consultants, and Developers seeking to understand full
capabilities in order to formulate technical solutions within Salesforce CPQ.
View syllabus
Create business scenarios for each CPQ Specialist exam objective and build solutions
for those scenarios in your CPQ Playground. That approach will help you understand
Salesforce CPQ more deeply than simply reading and memorizing the content in this study
guide.
“Try things and break stuff,” says one of our Salesforce certified instructors. “That is the
best way to learn.”
To install Salesforce CPQ in a free developer org, take the following steps.
NOTE: Installing Salesforce CPQ can take a while. You will get an email from Salesforce with
the subject “Package Salesforce CPQ Install Successful” when your installation is complete.
PART 1
PRODUCTS AND
BUNDLES
15%
CPQ
Platform
32%
Products and
15% Bundles
Quote templates
38%
Pricing and
Discounts
OBJECTIVES
Given a customer product catalog, set up
Given a customer product catalog,
the appropriate product bundle to meet recommend the appropriate type of
customer needs. product bundle that meets customer needs.
PRODUCTS
What Are Products?
Products are a base catalog of all the items and services you sell and their standard prices.
Price Books let you create a custom collection of products with associated List Prices for
specific uses.
Product Fields
Asset Conversion Indicates how this Product is One per quote line
converted to asset. One per unit
Billing Type The Billing Type that defines when the Advance
billing occurs. Billing in advance lets Arrears
you bill your customers for Products
or services before you provide them;
Billing in arrears lets you bill your
customers after the Products or
services are provided.
Configuration Field Set The API name of the field set that Option Configuration
will be used for this Product during
configuration.
Configuration Fields
Custom Configuration
Required
Customer Community Select how this Product should be Only when already
Availability available in Customer Communities. owned
Always
Never
Subscription Conversion Indicates how this Product is One per subscribed asset
converted to Subscriptions
PRICE BOOKS
What Are Price Books?
Price Books track the prices of Products and services that your company offers to
customers.
Try it out!
PRODUCT FEATURES
What Are Product Features?
Learn more about Product Features
Dynamic Option Filter The API name of the field set that Configurator Filter
Field Set will be used when filtering dynamic
options for this feature during
configuration.
Dynamic Option Lookup The API name of the field set that ConfiguratorLookup
Field Set will be used when viewing dynamic
options for this feature during
configuration.
Configuration Field Set The API name of the field set that Option Configuration
will be used for this feature during
configuration.
PRODUCT OPTIONS
What Are Product Options?
Learn more about Product Options
Default Pricing Table Select the pricing table this product Segmented
should appear in by default when Standard
price dimensions are defined.
Location
OPTION CONSTRAINTS
Try it out!
Scenario #3: Set Up Option Constraints
Given a customer product catalog, set up Option Constraints that ensures a technically
viable configuration of the Bundle.
CONFIGURATION ATTRIBUTES
Try it out!
Scenario #4: Set Up Configuration Attributes
Given a customer Product Catalog, identify Configuration Attributes that can manipulate
options while ensuring a technically valid configuration.
Try it out!
Scenario #5: Dynamically Generate Product Codes and Descriptions
Given a customer requirement, set up Products to Dynamically Generate Product Code
and Description.
SUBSCRIPTION PRICING
Try it out!
Scenario #6: Set Up Asset and Subscription Products
Given details about a customer’s business, set up all necessary asset or subscription
products.
PRODUCT RULES
Try it out!
Scenatio #7: Create Product Rules
Given a customer's business logic, create applicable Product Rules that ensures a
technically viable configuration of a Bundle.
Product evaluates
product rule in Configure
Products screen.
CONFIGURATION RULES
What Are Configuration Rules?
Learn more about Configuration Rules
LOOKUP QUERIES
What Are Lookup Queries?
Learn more about Lookup Queries
ParentRuleIsActive
RuleTargetsCalculator
ERROR CONDITIONS
What Are Error Conditions?
Learn more about Error Conditions
ParentRuleIsActive
RuleTargetsQuote
Tested Field Field on the Quote object that should Group Line Items
be used in testing this condition. Unit Price
PRODUCT ACTIONS
What Are Product Actions?
Learn more about Product Actions
Filter Field Choose the field to update when the Product Code
rule is triggered. Product Family
Value Field Compares the Filter Field with this Product Code
field instead of the Filter Value.
You can add your own
values to this picklist.
Try it out!
QUOTE PROCESS
What Are Quote Processes?
Learn more about Quote Processes
PROCESS INPUT
What Is A Process Input?
Learn more about Process Inputs
Default Field Quote field that sources default value Bill To Country
for this input. Ship To Country
Input Field Select the API name for the field that BinaryChoice__c
accepts the user entry. IntegerInput__c
Try it out!
SEARCH FILTERS
What Are Search Filters?
Learn more about Search Filters
Filter Source Field Field that sources value for use in Type
filtering. Status
Filter Source Object Object that sources value for use in Quote
filtering.
Hidden Source Field Specify the field that sources value for Primary
use in determining whether the filter
is hidden. You can add your own
values to this picklist.
Hidden Source Object Specify object that sources value for Quote
use in determining whether the filter
is hidden.
CUSTOM ACTIONS
What Are Custom Actions?
Learn more About Custom Actions
PART 2
QUOTE TEMPLATES
15%
CPQ
Platform
32%
15%
Products and
Bundles
Quote Templates
38%
Pricing and
Discounts
OBJECTIVES
Given desired output requirements,
Given desired output requirements,
create an accurate quote template based set up template sections to accurately
on design specifications and business produce in a generated document.
rules determined by the customer.
Given desired output requirements, set
Given an unexpected result in the
up line item sections and Line Columns
rendering of the document output, to accurately produce the items in a
identify investigation paths to generated document.
resolve issues.
QUOTE TEMPLATES
Try it out!
Scenario #10: Create Quote Templates
Given desired output requirements, create an accurate quote template based on design
specifications and business rules determined by the customer.
Customer Discount Field Field on the Quote object that Total Discount (Amt)
computes the customer discount.
You can add your own
values to this picklist.
Show Discount Schedule Choose how to display discount Per Quote Line
schedules on the quote document.
Per Quote Line will show the discount
schedule and Tiers right-aligned
under each Quote Line.
Exclude Header & Footer Excludes template header and footer First Page
for First Page, Last Page, or both the Last Page
First and Last Page. First and Last
Exclude Page Numbers Excludes page numbering for All All Pages
Pages, First Page, Second Page, and/ First Page
or both the First and Second Page. Last Page
First and Last
Group Field Select the field that has the values Product Family
you want to use when grouping and
subtotaling line items. You can add your own
values to this picklist.
Group Font Style Font style for Group titles. Default is Normal
normal if left blank. Bold
Italic
Underline
Line Sort Field Specify the field used in sorting line Number
items on the document.
You can add your own
values to this picklist.
Page Number Position Specify where the page numbers are Footer
displayed in the document. Defaults Header
to Footer if the field is blank.
Roll-Up Field Quote line field used for roll-up. All Product
lines where this field returns the same
value will be rolled up into the first You can add your own
line where the value occurs. values to this picklist.
Sub Group Field Field used to sub group line items. Product Family
Terms & Conditions Title Title of the section that displays Terms
& Conditions.
Total Field Select the Field to sum and display as Net Total
group/quote total. List Total
Customer Total
Total Label Enter the label for the field set in Total
Field.
Try it out!
Scenario #11: Troubleshoot Output Documents
Given an unexpected result in the rendering of the Document Output, identify
investigation paths to resolve issues.
QUOTE TERMS
Scenario #12: Set Up Quote Terms
Given desired output requirements, set up appropriate Quote Terms and template
sections to accurately produce terms in a generated document.
TERM CONDITION
What Are Term Conditions?
Learn more about Term Conditions
Tested Field Field on quote object used for testing List Amount
this condition. Regular Amount
Customer Amount
Net Amount
TEMPLATE CONTENT
What Is Template Content?
Learn more about Template Content
NOTE: Template Top and Template Top Template Content looks like HTML Template
Content. However, you should convert Template Top and Template Bottom Template
Content into HTML Template Content if you intent to translate your Template Content into
another language.
NOTE: Custom Template Content is not tested on the CPQ Specialist exam.
Table Style Style of the table used for line items. Standard
Standard (default) = user-defined Price Dimensions as
fields as columns with line items listed Columns
vertically. Price Dimensions as Rows
with Summary
TEMPLATE SECTIONS
Try it out!
Scenario #13: Set Up Template Sections
Given desired output requirements, set up Template Sections to accurately produce in a
generated document.
Conditional Print Field Field on quote object that controls Group Line Items
whether this section prints on Primary
generated PDF documents.
You can add your own
values to this picklist.
Roll-Up Field Quote line field used for roll-up. All Product
lines where this field returns the same
value will be rolled up into the first You can add your own
line where the value occurs. values to this picklist.
LINE COLUMNS
Try it out!
Scenario #14: Set Up Line Columns
Given desired output requirements, set up line item sections and Line Columns to
accurately produce the items in a generated document.
Column Heading Field The field that sources the dynamic Type
heading for this column.
Conditional Print Field Field on quote object that controls Group Line Items
whether this column prints on
generated PDF document. You can add your own
values to this picklist.
Font Size (pt) Specify font size (in points) for text
in this column. Leaving black inherits
from the template.
Heading Text Color Specify color (in Hex) for text in the
heading of this column. Leaving
blank inherits from text color for this
column.
Sub Group Summary Label Summary label for sub Group level.
Summary Font Weight Specify font weight for text in the Normal
summary row for this column Leaving Heavy
blank defaults to font weight for the
column overall.
Summary Text Color Specify color (in Hex) for text in the
summary row for this column. Leaving
blank inherits from text color for this
column.
PART 3
PRICING AND
DISCOUNTS
15%
CPQ
Platform
32%
15%
Products and
Bundles
Quote templates
38%
Pricing and
Discounts
OBJECTIVES
Given a customer’s pricing model for
Given a customer’s products, ramping,
a product, determine the appropriate and escalator requirements, create
pricing method. appropriate price dimensions.
PRICING METHOD
Try it out!
LIST PRICING
What Is List Pricing?
Learn more about List Pricing
CONTRACTED PRICES
See Contracted Prices
PRICE RULES
Try it out!
Scenario #16: Set Up Price Rules
Given a price waterfall, set up Price Rules that will meet customer needs.
Calculator evaluates
price rule when
calculation is triggered:
User clicks Calculate,
Quick Save, or Save
User adds or removes
products
User edits field in
Calculating Fields
field set
User edits field on
quote line record
Configurator evaluates
price rules during
product configuration.
PRICE CONDITIONS
What Are Price Conditions?
Learn more about Price Conditions
LOOKUP QUERIES
What Are Lookup Queries?
Learn more about Lookup Queries
ParentRuleIsActive
RuleTargetsCalculator
PRICE ACTIONS
What Are Price Actions?
Learn more about Price Actions
Target Field Select the field you want updated Unit Price
when the conditions are met. Discount (%)
Discount (Amt)
Markup (%)
Markup (Amt)
ParentRuleIsActive
RuleTargetsCalculator
Source Lookup Field API Name of the field to return from SBQQ__Value__c
the row matching the condition.
You can add your own
values to this picklist.
DISCOUNT SCHEDULES
Try it out!
Scenario #17: Set Up Discount Schedules
Given a customer's tiered pricing model, determine the appropriate characteristics of
Volume-Based or Term-Based Discount Schedules.
Constraint Field Select the field that you want to match Account__c
against the same field on the quote.
DISCOUNT TIERS
What Are Discount Tiers?
Learn more about Discount Tiers
Try it out!
Scenario #18: Create Price Dimensions
Given a customer's Products, ramping, and escalator requirements, create appropriate
Price Dimensions.
CONTRACTED PRICES
Scenario #20: Configure Contracted Prices
Given a customer-specific pricing requirement, configure correct Contracted Prices.
PART 4
CPQ PLATFORM
15%
CPQ
Platform
32%
15%
Products and
Bundles
Quote templates
38%
Pricing and
Discounts
OBJECTIVES
Given an unexpected result in the CPQ
Given an unexpected result in the
data flow, determine investigations paths amendment / renewal data flow,
that will resolve the issue. determine investigations paths that will
resolve the issue.
Given a set of business requirements,
adjust the User Interface to display the Given a set of translated values, use the
appropriate data. appropriate localization mechanism to
ensure translated user interfaces and
Given a set of business requirements,
outputs.
adjust permissions to ensure appropriate
data security.
From To
Contract Opportunity
Contract Renewal Opportunity
Service Contract Opportunity
Service Contract Renewal Opportunity
Opportunity Products Quote Line (applies only to standalone
products when opportunity products exist
before first primary quote is created)
Product Quote Line
Product Option (Configuration Attribute) Quote Line
Product Option (Editable Custom Fields) Quote Line
Quote Line Product Option (Configuration Attribute)
Quote Line Product Option (Editable Custom Fields)
Quote Order
Quote Line Order Product
Quote Line Favorite Product
Favorite Product Newly-Added Favorite Quote Line
Quote Line Opportunity Product
Quote Line Subscription
Quote Line Asset
Quote Line Contract Line Item
Subscription Renewal Opportunity Product/Quote Line
and Amended Opportunity Product/Quote
Line
Contract Line Item Renewal Opportunity Product/Quote Line
and Amended Opportunity Product/Quote
Line
USER INTERFACE
Try it out!
DATA SECURITY
Scenario #23: Adjust System Permissions
Given a set of business requirements, adjust permissions to ensure appropriate
data security.
CONTRACTING PROCESS
Try it out!
Scenario #24: Predict Contracting Outcome
Given a finalized quote, accurately predict the outcome of the contracting process.
LOCALIZATION
Scenario #26: Translate User Interfaces and Outputs
Given a set of translated values, use the appropriate localization mechanism to ensure
translated User Interfaces and Outputs.
What is Localization?
Learn more about Localization
Localization Fields
QUESTION #1
Universal Containers sells a subscription for Product Z that is sold in yearly
segments, but would like to prevent the user from discounting the first segment.
How should the CPQ Admin ensure the user will not be able to discount the first
segment?
B. Set First Segment Term Editable to Only Custom Segments in the yearly Price
Dimension record.
C. Create two Price Dimensions, then set Non Discountable to False on the first Price
Dimension.
D. Write a Price Rule to inject 0 into Additional Discount when Product Code =
Product Z and Initial Segment = True.
QUESTION #2
Universal Containers has a bundle configured and wants to add user selectable
products to the configuration that will affect the bundle price. How should the
CPQ Admin configure the bundle?
QUESTION #3
When configuring a bundle, Universal Containers users must select Product B
and Product C in order to add Maintenance Product A. How should the CPQ
Admin set this up to meet the requirement?
C. Create two "Exclusion" Option Constraints for Products B and C and have Product A
as the constrained option for both Option Constraints.
D. Create two "Dependency" Option Constraints for Products B and C and have
Product A as the constraining option for both Option Constraints.
QUESTION #4
Based on a customer's requirements, the CPQ Admin has created multiple
configuration attributes and assigned them to a single feature. Which
configuration is valid for displaying the attributes?
APPENDIX
SALESFORCE CPQ PACKAGE-LEVEL SETTINGS
Learn more about Salesforce CPQ package-level settings