A CPQ admin is configuring a quote template for a software vendor. The business rule states: 'If the quote includes a maintenance plan, show a section listing the maintenance terms. Otherwise, hide that section entirely.' Which template feature should the admin use to implement this rule?

A formula field on the quote line that calculates the total maintenance cost.

A conditional section with a visibility rule based on the presence of the maintenance plan line item.

A page layout rule that hides the section in the Salesforce UI.

A custom field on the quote object that the sales rep manually checks when the maintenance plan is included.

After configuring a quote template, what is the recommended way to verify that it meets the design specifications?

Run a validation rule on the quote object

Generate a sample quote and review the output

Ask another admin to review the template settings

During template validation, you notice that a conditional section is not appearing when it should. What is the first step to troubleshoot this issue?

Review the condition logic in the template

Check the quote's field-level security

SalesforceCertified CPQ Administrator

Domain 2Objective 1

Given Desired Output Requirements, Create an Accurate Quote Template Based on Design Specifications and Business Rules Determined by the Customer. CPQ-ADMINISTRATOR Practice Questions (Page 3)

Part of the QUOTE TEMPLATES domain, which accounts for 15% of the CPQ-ADMINISTRATOR exam.

19questions here

4free pages

7concepts

15%of the exam

Questions 11–15

11application · medium
A CPQ admin is configuring a quote template for a software vendor. The business rule states: 'If the quote includes a maintenance plan, show a section listing the maintenance terms. Otherwise, hide that section entirely.' Which template feature should the admin use to implement this rule?
Select an answer first
12foundation · easy
After configuring a quote template, what is the recommended way to verify that it meets the design specifications?
Select an answer first
13foundation · easy
A quote template needs to include a table of line items with columns for product name, quantity, and price. In which template section should this table be placed?
Select an answer first
14foundation · easy
During template validation, you notice that a conditional section is not appearing when it should. What is the first step to troubleshoot this issue?
Select an answer first
15foundation · easy
A design specification states: 'The quote must display the quote number, quote date, and expiration date at the top, followed by the customer name and address.' Which template section should contain the customer name and address?
Select an answer first

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Given Desired Output Requirements, Create an Accurate Quote Template Based on Design Specifications and Business Rules Determined by the Customer. CPQ-ADMINISTRATOR Practice Questions (Page 3)

Questions 11–15

A CPQ admin is configuring a quote template for a software vendor. The business rule states: 'If the quote includes a maintenance plan, show a section listing the maintenance terms. Otherwise, hide that section entirely.' Which template feature should the admin use to implement this rule?

After configuring a quote template, what is the recommended way to verify that it meets the design specifications?

A quote template needs to include a table of line items with columns for product name, quantity, and price. In which template section should this table be placed?

During template validation, you notice that a conditional section is not appearing when it should. What is the first step to troubleshoot this issue?

A design specification states: 'The quote must display the quote number, quote date, and expiration date at the top, followed by the customer name and address.' Which template section should contain the customer name and address?

Keep studying — QUOTE TEMPLATES