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 the Prorate Multiplier used for in Salesforce CPQ?
Answer: Adjusting a subscription product's price for a partial billing period
The Prorate Multiplier is a decimal value (e.g., 0.5 for half a year) that CPQ applies to a subscription product's price when the term does not align to a full billing period.
Which Salesforce CPQ feature provides visual guidance to sales reps indicating whether a deal is profitable based on margin thresholds?
Answer: Deal Guidance
Deal Guidance evaluates quote metrics like margin or discount and displays color-coded feedback (e.g., 'On Target,' 'Low Margin') to help reps price deals profitably without requiring approval.
In the Salesforce CPQ price waterfall, which order correctly represents how a customer's net price is calculated?
Answer: List Price → Discount → Net Price → Partner Price → Customer Price
CPQ starts with the List Price, applies negotiated or volume discounts to arrive at the Net Price, then applies partner discounts and additional adjustments to reach the final Customer Price.
What does the 'Net Unit Price' field represent on a Salesforce CPQ Quote Line?
Answer: The price after all discounts are applied but before tax
Net Unit Price reflects the per-unit price after all CPQ discounts (volume, partner, additional) have been applied, representing what the customer effectively pays before tax.
Which Product Rule type in Salesforce CPQ automatically adds or removes products on a quote based on defined conditions?
Answer: Selection
A Selection-type Product Rule automatically adds, removes, or hides products on a quote when its conditions are met, reducing manual configuration errors.
What is the function of the 'Active' checkbox on a Salesforce CPQ Product Rule?
Answer: It enables the rule to fire during quote configuration
The Active checkbox on a Product Rule must be checked for CPQ to evaluate and fire that rule during quote configuration; unchecking it disables the rule without deleting it.
In Salesforce CPQ, what does the 'Contracted' field on an Opportunity indicate?
Answer: A contract has been created from the opportunity's quote, locking in subscription data
When a CPQ quote is contracted, the Contracted checkbox on the Opportunity is checked, signaling that Subscriptions and/or Assets have been created and the deal is active.