Salesforce CPQ Specialist Flashcards
7 cards from real Salesforce Certification practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Salesforce CPQ Specialist flashcards as text
What is a Contracted Price in Salesforce CPQ?
Answer: A price negotiated for a specific account that overrides the standard price book
Contracted Prices are account-specific prices stored on a Contract that automatically apply when a renewal or amendment quote is created for that account, overriding standard pricing.
What is the role of Configuration Attributes in a Salesforce CPQ Product Bundle?
Answer: They capture user inputs that drive product selection or pricing within a bundle
Configuration Attributes are fields presented to users during bundle configuration; their values can drive which child products are shown or hidden and trigger Price Rules.
Which CPQ feature triggers an automated approval process when a quote's discount exceeds a defined threshold?
Answer: Approval Rule
Approval Rules in CPQ evaluate discount percentages or other quote conditions and automatically route the quote to the appropriate approver when thresholds are exceeded.
What occurs when a sales rep initiates a Contract Renewal in Salesforce CPQ?
Answer: A new renewal opportunity and quote are created with the contracted products pre-populated
CPQ renewal creates a Renewal Opportunity linked to a Renewal Quote that is pre-populated with the products and contracted prices from the expiring contract.
What defines a Subscription Product in Salesforce CPQ?
Answer: A product billed on a recurring basis such as monthly or annually
Subscription Products in CPQ have a Subscription Type set to 'Renewable' or 'Evergreen', enabling recurring billing and automatic renewal tracking through the Subscriptions object.
Which Salesforce CPQ object tracks active products associated with a contract for future renewals and amendments?
Answer: Subscriptions
The Subscriptions object stores the active subscription products tied to a Contract, providing CPQ with the data it needs to generate renewal quotes with the correct products and quantities.
What is the purpose of an Amendment in Salesforce CPQ?
Answer: Modifying an active contract mid-term to add, remove, or change products
An Amendment creates a new opportunity and quote that allows changes to an active contract mid-term, with CPQ calculating pro-rated amounts for any additions or removals.