Salesforce CPQ-301 Exam Prep Guide: Prep guide for the CPQ-301 Exam
2026 New Preparation Guide of Salesforce CPQ-301 Exam
To prepare for the Salesforce CPQ-301 exam, candidates should have a solid understanding of Salesforce CPQ and its various components. They should also have experience in configuring and managing Salesforce CPQ solutions. There are several resources available to help candidates prepare for the exam, including study guides, practice exams, and online courses. Once certified, professionals can demonstrate their expertise in Salesforce CPQ and differentiate themselves in the job market.
NEW QUESTION # 110
Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Product page, a list of the first 2,000 Products is displayed in a disorganized manner. The product management team wants the products to display in collapsible groups based on the product family.
How should a CPQ Specialist enable this functionality from the salesforce CPQ managed package configuration settings?
- A. Select Product Family in the Product Search Plugin field in Plugins.
- B. Check the Solution Groups Enabled Checkbox, set Object to Quote Line and set Name Field to Product Family.
- C. Select Product Family in the Product Results Group Field Name field in Additional Settings
- D. Add the Product Family field to the Search Results Field Set on the Product Object.
Answer: A
NEW QUESTION # 111
The Admin at Universal Containers would like all optional products to be displayed separately from non-optional products. The two-line item sections have been set up in the quote template and named as follows: Required. Optional. What are the two steps the Admin should take in order to finish setting up the quote template?
- A. For the Required Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True
- B. For the Required Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: False
- C. For the Optional Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True.
- D. For the Optional Section: Filter Value: Optional, Filter Operator: Equals, Filter Value: False
Answer: A,C
NEW QUESTION # 112
A user has created an Amendment Quote. Opportunity Product records were created for only some Quote Lines.
What are two reasons that could explain this behavior?
Choose 2 answers
- A. The Price Book Entry of the Product has been set to Inactive.
- B. The Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings.
- C. The Exclude from Opportunity checkbox on the Product has been set to TRUE.
- D. Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0.
Answer: C,D
NEW QUESTION # 113
"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?
- A. Above all product options in the feature."
- B. Above or below the feature in the bundle.
- C. Above or below all features in the bundle.
- D. Above or below all product options in the feature.
Answer: D
NEW QUESTION # 114
"An Admin has created a Quote Template record and has set the Group Field field to SBQQ__Optional__c. When a User attempts to preview the output document using this Quote Template, this error appears: ""Invalid conversation from runtime type Boolean to String."" Why is this error occurring?
- A. SBQQ__Optional__c is not a text field."
- B. The user did not mark any products as ""optional.""
- C. SBQQ__Optional__c is not a Quote Line field.
- D. The user did not create any groups on the quote.
Answer: A
NEW QUESTION # 115
Universal Containers wants to prevent users from selecting a Product Option when a conflicting one has been chosen. The Product Options that should not be selected should not be displayed to the users. The Admin needs to set up a Product Selection Rule to meet this requirement. Which Type should be used for the product Action?
- A. Hide and Remove
- B. Disable and Remove
- C. Hide
- D. Disable
Answer: A
NEW QUESTION # 116
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
- A. Required
- B. Bundled
- C. Quantity Editable
- D. Selected
Answer: A
NEW QUESTION # 117
"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?
Choose one answer
- A. Create two ""Dependency"" Option Constraints for Products B and C and have Product A as the constraining option for both Option Constraints."
- B. Create a ""Dependency"" Option Constraint for Product B and an ""Exclusion"" Option Constraint for Product
- C. Create an Option Constraint Group ""Maintenance"" to require that Product A can only be selected when Products B and C are selected.
- D. Create two ""Exclusion"" Option Constraints for Products B and C and have Product A as the constrained option for both Option Constraints.
Answer: C
NEW QUESTION # 118
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?
- A. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
- B. Separate Quotes must be created for each unique Start Date.
- C. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
- D. Set both the Order by Quote Line Group and Ordered checkboxes to True.
Answer: D
NEW QUESTION # 119
A user is contracting an Amendment Opportunity to increase the Quantity of a subscription. The subscription is generating on the amended Contract, but the existing Renewal Opportunity contains only the original Opportunity Products.
Which product and contract field values should the Admin set to ensure the Quantity of the Renewal Opportunity Products is updated?
- A. The Product's Subscription Type = Renewable
The Contract's Renewal Forecast = False
The Contract's Renewal Quoted = True - B. The Product's Subscription Type = Renewable
The Contract's Renewal Forecast = False
The Contract's Renewal Quoted = False - C. The Product's Subscription Type = Renewable
The Contract's Renewal Forecast = True
The Contract's Renewal Quoted = False - D. The Product's Subscription Type = Renewable
The Contract's Renewal Forecast = True
The Contract's Renewal Quoted = True
Answer: A
NEW QUESTION # 120
Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval.
How can the admin meet this requirement?
- A. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.
- B. Using Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.
- C. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.
- D. Using Native Approvals, build a custom button to display the approval matrix to users.
Answer: C
NEW QUESTION # 121
The Admin at Universal Containers has a requirement within a specific bundle to ensure that product B it is automatically selected when the User selects Product A.
The Admin correctly configured it Product Rule to meet this requirement, however the rule does not fire when Product A is selected. What needs to be adjusted so that the Product Rule fires as expected?
- A. Set Apply Immediately to True on Product record for Product A.
- B. Set Apply Immediately to True on Product Option record for Product B.
- C. Set Apply Immediately to True on Product Option record for Product A.
- D. Set Apply Immediately to True on Product record for Product B.
Answer: C
NEW QUESTION # 122
Hew should the admin ensure Universal Containers' users can generate autput documents in Microsoft Word format?
- A. Set the Allow Output Format Change checkbox an the Quote Template.
- B. Create a second Quote Template in Microsoft Word format.
- C. Set the Allow Qutput Format Change checkbox on each user in User Settings.
- D. Create duplicate Template Sections in Microsoft Ward format.
Answer: C
NEW QUESTION # 123
An Admin has created a validation product rule that must display an error message upon clicking Save if a product option is selected while a configuration attribute is set to a specific value. When the user chooses the product option, then sets the configuration attribute to the specific value, the error message appears before Save is clicked. Which two should the Admin change the rule or configuration attributes so that the error message only appears upon clicking Save?
- A. Change the product option field Apply Immediately to True.
- B. Change the product rule field Evaluation Event to Save.
- C. Add a product rule Condition to check if Evaluation Action = Save.
- D. Change the configuration attribute field Apply Immediately to False.
Answer: B,D
NEW QUESTION # 124
An admin sets Asset Conversion for a non-subscription Product A to "One per unit." A sales rep creates a quote that includes Product A with a quantity of 2. Sales Operations creates an order from the quote, then creates a contract from the order, then creates a renewal opportunity from the contract.
Which object(s) show multiple records related to Product A?
- A. Asset
- B. Asset and Opportunity Product
- C. Order Product
- D. Asset and Order Product
Answer: A
NEW QUESTION # 125
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
- A. The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.
- B. One or more Price Condition records have a lookup to a Summary Variable.
- C. One or more Price Condition records use a formula that references a non-CPQ object field.
- D. The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.
Answer: A
NEW QUESTION # 126
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?
- A. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.
- B. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.
- C. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
- D. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
Answer: A
NEW QUESTION # 127
A User at Universal Containers has created a Quote with two Products. Product A has a value of Fixed Price for Subscription Pricing. Products A and B have Asset Conversion populated. Both Products have a Quantity of two. Which two are potential outcomes when the Opportunity associated with the Quote is contracted?
- A. Two Subscription records and two Assets records will be created.
- B. One Subscription record and an Asset record will be created.
- C. One Subscription record and two Asset records will be created.
- D. Two Subscription records and an Asset record will be created.
Answer: B,C
NEW QUESTION # 128
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
- A. Required
- B. Quantity Editable
- C. Selected
- D. Bundled
Answer: D
NEW QUESTION # 129
Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products.
How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions?
- A. Remove the Subscription flag from the Product's Search Results Field Set.
- B. Set the Filter Value on the Add Subscriptions Search Filter to Hidden.
- C. Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True.
- D. Remove the Subscription flag from the Product's Search Filters Field Set.
Answer: C
NEW QUESTION # 130
User A at Universal Containers has an active quote with Company A. Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting.
An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied. What explains this behavior?
- A. The User must press Refresh Prices to see the effect.
- B. The quote line for this product has Non Discountable checked.
- C. The contracted price is only applied when adding a product.
- D. The User must set Allow Contracted Prices on their quote.
Answer: C
NEW QUESTION # 131
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Salesforce CPQ-301 exam is designed for those who want to become a certified Salesforce CPQ administrator. CPQ-301 exam is intended to test your knowledge and skills in configuring and administering a Salesforce CPQ solution. Salesforce CPQ is a powerful tool that helps businesses automate and streamline their sales processes. It enables sales teams to create accurate quotes, proposals, and contracts quickly, while ensuring pricing consistency across all channels. Passing the CPQ-301 exam demonstrates that you have the skills and knowledge needed to configure and administer Salesforce CPQ to meet the needs of your organization.
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