50 Salesforce Certified CPQ Administrator Practice Questions: Question Bank 2025

A CPQ admin needs to ensure that when a user selects a "Premium Support" product, a "Support Onboarding Fee" product is automatically added to the quote. What is the recommended approach?

Sales reps report that after adding a product to a quote, the Unit Price is being overwritten by a rule even when they manually enter a negotiated price. The admin wants the rule to set a default only if the price is blank. What should the admin adjust?

A company sells a bundle with components where users must choose exactly one of three "Storage Tier" options. Which configuration best enforces this requirement?

A sales ops team wants Quote Terms to default based on the Opportunity's Region (for example, EU vs. US). Which CPQ feature is best suited to populate a Quote Term field from Opportunity data during quote creation or calculation?

A company uses multi-year subscriptions. They want the quote to show separate lines for each year with different quantities per year (Year 1: 50, Year 2: 75, Year 3: 100). Which CPQ approach should the admin use?

A rep creates an Amendment quote from an active Contract to add 10 more licenses. After calculation, CPQ shows only the new total quantity (e.g., 60) and not the delta quantity (10) on the amendment lines. The business wants amendment quotes to show delta quantities. Which setting should the admin review?

An admin needs to ensure that when a quote is contracted, the resulting Contract correctly tracks subscription products for future renewals and amendments. Which object is primarily responsible for storing the contracted subscription line details?

A company wants to generate Orders from Quotes, but only after a quote reaches an approved status. They also want to prevent users from ordering unapproved quotes. What is the best practice approach?

A CPQ implementation requires complex pricing logic that depends on data from an external service (for example, real-time risk scoring) and must adjust quote line discounts during calculation. Which solution is most appropriate?

After enabling Advanced Approvals, an admin notices that some quotes never enter the approval process even though they meet the approval criteria. The approval rules reference fields on the Quote Line. What is the most likely cause and fix?

A sales rep adds a bundle to a quote. The customer should be able to choose exactly ONE of three support levels (Basic, Standard, Premium). Which CPQ feature best enforces this requirement?

A CPQ admin needs a field on the Quote Line to automatically display a product’s "SKU Family" value from the Product record for reporting. The value should update when the product changes. What is the recommended approach?

An organization wants Contracted Prices to apply automatically when a rep quotes for an existing customer account that has a contract with special rates. Where should the admin associate the special pricing so CPQ can find it during pricing?

A subscription product is sold for 12 months. The customer wants to co-term all subscriptions to a single renewal date. Which configuration supports this requirement most directly?

A company wants an approval request to trigger when a rep applies a discretionary discount above 20% on any quote line, but NOT when discounts come from contracted pricing or a price book entry. What is the best way to implement this?

Users report that a Price Rule isn’t updating a Quote Line field unless they click Calculate multiple times. The Price Rule is configured to run "On Calculate". What is the most likely cause?

A sales team needs to generate two separate quote documents from the same Quote: one for the customer (no internal costs) and one internal version (includes cost and margin). What is the best practice in CPQ document generation?

A company uses CPQ Orders. After contracting a quote, the admin notices that some subscription products are not appearing as Subscription records under the Contract. What configuration is most commonly required for subscription products to generate subscription records?

A global org uses multiple currencies. The business wants Discount Schedules to apply consistently across currencies so that tier thresholds are based on the quote line quantity, not the currency amount. What should the admin use?

A company integrates Salesforce CPQ with an external tax engine. They need taxes to be calculated during quote calculation and written back to quote lines in a way that also appears in quote documents. Which approach is most appropriate?

A CPQ admin wants to prevent sales reps from editing Quote Line quantities for a specific product because the quantity must always be calculated by a rule. What is the best way to enforce this on the Quote Line Editor?

A sales rep creates a quote from an opportunity that already has an account, contact, and primary contact role. The business wants the quote’s Primary Contact to default automatically. Which approach meets this requirement with standard CPQ behavior?

A company uses contracted pricing and wants CPQ to automatically apply special prices negotiated for a specific account. Where should the admin configure these negotiated prices so they are applied during quoting?

A rep reports that a Price Rule intended to set the Quote Line Discount only runs sometimes. The rule depends on a field updated by another Price Rule. What is the most likely cause and fix?

A business wants to generate an Order from a Quote only after the Quote is approved and marked as Primary. What is the best-practice way to support this process in CPQ?

A customer sells a subscription bundle with multiple components. When a contract is amended to increase quantity, all component quantities must stay aligned with the parent subscription quantity. Which configuration supports this behavior most directly?

A company wants to send quote data to an external ERP after an Order is created. They need a reliable, extensible integration approach that supports asynchronous processing and error handling. Which approach is recommended?

A user reports that the 'Start Date' on a subscription Quote Line is blank even though the Quote has a Start Date. The subscription is expected to inherit dates from the Quote. What is the most likely reason?

A company needs to automatically include a required compliance add-on product whenever a regulated product is added to the quote, even if the regulated product is added outside of a bundle. Which CPQ feature best fits?

After implementing amendments, an admin notices that some amended subscription lines lose their link to the original contracted subscription, causing reporting issues. What is the best practice to preserve traceability across renewals/amendments?

A CPQ admin wants sales reps to see a clear warning when a Quote contains a non-standard discount greater than 20%, but the reps should still be able to proceed. What is the best approach?

A company wants a specific configuration step to appear only when the user selects a certain bundle option (for example, only show the "Implementation Details" section when "Professional Services" is chosen). Which CPQ feature should the admin use?

Sales reps report that a Price Rule is not updating a target field on Quote Line when they change a related field. The admin confirms the rule works only after saving the Quote and recalculating. What setting most likely needs to be adjusted?

A business wants to ensure that when a user selects a required bundle, they cannot add two mutually exclusive options at the same time (for example, "Standard Support" and "Premium Support"). Which CPQ feature is designed for this requirement?

A company uses Contracted Pricing for certain customers. For one customer, the contracted price should apply only when the quote quantity is 100 or more. Which configuration supports this requirement with the least customization?

A sales rep creates a renewal quote and notices that some subscription products are missing. The admin confirms the missing products are active on the original contract. What is the most likely reason the products were excluded from renewal generation?

An admin wants Quote Line Groups to always display in a specific order (for example, Hardware first, then Software, then Services) regardless of the order in which reps create them. What should the admin configure?

A user adds a bundle to a quote, but one expected optional product does not appear in the configurator. The product is active and has a price book entry. What is the first thing the admin should check?

A company wants CPQ to create an Order only after the Quote is approved and marked as Primary, and they want a consistent process across sales teams. What is the recommended approach?

A company needs quote line pricing to reflect a custom field from the Account (for example, "Customer Tier") without writing Apex. Which approach best fits this requirement?

A CPQ admin needs to ensure a product can be sold only in quantities of 5 (e.g., 5, 10, 15) and prevents sales reps from entering other quantities on the quote line. Which CPQ feature should be used?

A sales rep changes a quote line's start date and expects the line's end date to automatically adjust based on the subscription term. The end date does not change. Which setting most directly controls this behavior?

A company uses CPQ to generate contracts from orders. They want the subscription records created by contracting to use the Quote Line's Start Date and End Date. Where should the admin configure this mapping?

A company sells a bundle where selecting Product A should automatically include Product B and set Product B’s quantity equal to Product A’s quantity. What is the recommended CPQ approach?

Sales reps report that after clicking Calculate in the Quote Line Editor, discounts applied by a Price Rule appear briefly but then revert. What is the most likely cause?

A company wants a quote to include an automatically generated setup fee line when any subscription product is added, but only once per quote regardless of the number of subscriptions. Which configuration best meets this requirement?

A company performs amendments and wants the amended quote to show existing subscription lines with quantities and prices from the active contract, then allow users to increase/decrease quantities. Which CPQ process supports this?

A CPQ admin needs a custom checkbox on Quote Line to be editable in the Quote Line Editor and also available for use in a Quote Template. What must be done to meet both requirements?

A company uses multi-currency and wants CPQ to apply different discount schedules depending on the quote currency. The discount tiers must be maintained by business users without code. Which approach is most appropriate?

A CPQ org integrates with an ERP and must send order line items with a stable external identifier that remains consistent even when a user reorders quote lines or adds additional lines later. Which design best supports this requirement?