Exam: CPQ-301
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Exam format and scoring
Total questions: 60 multiple-choice and multiple-select questions, plus up
to 5 non-scored questions.
Time limit: 105 minutes.
Passing score: 65%.
Cost and registration
Registration fee: USD 200 plus applicable taxes.
Retake fee: USD 100 plus applicable taxes.
Prerequisites: None required, but prior experience and training are highly
recommended.
Content and skills tested
The exam validates expertise in Salesforce CPQ, including:
Bundle configurations
Pricing strategies, including subscription pricing and discounting
Product selection and rules
Quote templates and output documents
Order and contract management, including renewals and amendments
Advanced topics like approvals and multi-currency
About This Class
Discover how to administer end-to-end Salesforce Configure, Price, Quote (CPQ)
solutions with out-of-the-box functionality. In this 5-day instructor-led
course, learn how to configure products, create discount and pricing methods,
and manage subscriptions in order to implement robust CPQ solutions that meet
business requirements.
Who should take this class?
This course is designed for experienced Salesforce administrators, business
analysts, and implementation specialists who are interested in gaining a
technical understanding of Salesforce CPQ administration. It is also designed
for solution architects, implementation consultants, and developers who are
responsible for configuring CPQ solutions. This is also a great foundational
course for anyone interested in earning their CPQ Specialist credential.
When you complete this class, you will be able to:
Implement CPQ solutions that meet business requirements.
Set up products, bundles, and product rules.
Build price rules to automatically populate field values while quoting or
configuring a bundle.
Establish appropriate system discount and pricing methods.
Configure dynamic output document generation.
Manage subscription products, including renewal and amendment.
What lessons and topics will be covered?
Course Introduction
Review Course Objectives
Set Learner Expectations
Establish Housekeeping Rules
Explore Additional Course Resources
Discuss Exam Quick Facts
Introduction to CPQ
Discover CPQ
Understand the Business Case for CPQ
Play an End-to-End Solution Demo
Build a Quote
Object Model Foundations
Explore Products, Price Books, and Price Book Entries
Review Product Fields Integral to Basic Salesforce CPQ Functionality
Product Selection
Modify Out-of-the-Box Button Behavior for Product Selection
Create Dynamic Search Filters
Review Guided Selling
Bundle Configuration
Define and Build Product Bundles
Enforce Business Logic with Product Features
Option Selection Guidelines
Enforce Business Logic with Option Constraints
Product Rules
Define Product Rules
Enforce Business Logic with Product Rules
Build Product Rules Using Supporting Objects
Pricing Methods
Discover Pricing Waterfall Default Flows
Review List Pricing, Cost Plus Markup, and Block Pricing
Use Contracted Pricing for Negotiated Prices
Subscription Pricing
Configure Subscription and Proration Pricing Methods
Understand how Subscription Pricing Methods Affect List and Regular Price
Discounting
Compare Discounting Strategies
Build a Discount Schedule
Price Rules
Set Values for Quote and Quote Line Fields Declaratively
Review CPQ Advanced Quote Calculator Events and Conditions
Understand Price Action Sources
Create Lookup Queries to Outsource Evaluation to a Lookup Object
Advanced Approvals
Compare and Contrast the Advanced and Native Approvals
Define Key Approval Terms
Quote Templates
Generate Dynamic Output Documents
Create Conditional Template Content
Localization and Multicurrency
Accommodate Localization
Define Localization and How It Works in CPQ
Orders
Review Business Purposes of an Order
Define the Data Model for Orders
Describe Data Requirements To Generate Orders
Contracts, Renewals, and Amendments
Generate New Contracts To Manage Active Subscriptions
Review Amendment and Renewal Processes
Discover Renewal Pricing Methods
Capstone
Troubleshoot Common Scenarios in Salesforce CPQ
Design a Solution
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QUESTION 1
An Admin creates a Search Filter for Product Code that has a predefined
Filter Value of Green and an operator of oestarts with .
If the Search Filter is visible, how can sales reps interact with the filter on
the Product Selection screen?
A. Sales reps can replace the text, but are unable to leave the required field
blank.
B. Sales reps can change the operator from oestarts with to oecontains .
C. Sales reps can see the filter, but are unable to alter the filter text.
D. Sales reps can delete the text to ignore the filter.
Answer: D
QUESTION 2
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 Revised Quantity has been set on the Subscription record.
B. The Products have a Discount Schedule and Cross Order is not selected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. A Price Rule is firing On Calculate and changing the Effective Quantity.
Answer: B
QUESTION 3
Subscription Product A has a Subscription Term of 6, a List Price of $100,
and a Ranged Discount Schedule.
A user has added this Product a Quote with a Term of 12.
A u The Ranged Discount Schedule is automatically applying a Discount of 25%.
What is the Regular Pnce m this scenario?
A. Regular Pnce of $150
B. Regular Price of $75
C. Regular Price of $200
D. Regular Price of $100
Answer: B
QUESTION 4
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the
same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest
approver required.
D. Rejected quotes that are resubmitted within previously approved values go
directly to the person who rejected.
Answer: D
QUESTION 5
A user is unable to see a particular Product on the Product Selection screen
when clicking Add Products.
What are two potential reasons the Product is unavailable
Choose 2 answers
A. The Hidden checkbox on the Product record is set to TRUE.
B. The Add Products button has a Custom Action Condition associated to it.
C. The Component checkbox on the Product record is set to TRUE.
D. The Add Products button has a Search Filter associated to it.
Answer: C,D
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Students Feedback / Reviews/ Discussion
Weidner Steve 5 weeks, 1 day ago - Egypt
Thanks for helping me with this dump to pass my exam :) Passed with a score of
862
upvoted 4 times
Rojas Jesus 1 month ago - Peru
Passed the exam today
Just only 1 of all question have not seem.
Thanks Team
upvoted 3 times
David Loomis 1 month, 1 week ago - United States - Georgia
this is a good dump then
upvoted 3 times
Omkar Harsoo 1 month, 2 weeks ago - South Africa
Passed a few days ago with 770 - about 70-80% from here.
Solid experience with in tune
upvoted 2 times
Takeshi Kobayashi 2 months ago - Japan
Just passed with 886, i have some experience with in tune but these dumps should
be enough to pass
upvoted 11 times
logged members Can Post comments / review and take part in Discussion
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