CPQ Exam Prep 1 Flashcards
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
A. Set the Product’s Sort Order as the only null Sort Order of any Product.
B. Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
C. Set the Product Code as the first alphabetically of any Product’s Product Code.
D. Set the Product’s Product Code as the only null Product Code of any Product.
B. Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales reps attach the brochure to each email sent.
What should the Admin do to simplify this process?
A. Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
B. Add the PDF as a required Additional Document on the Quote Template.
C. Upload the PDF into the Documents object folder named Output Attachments.
D. Create an HTML Template Content record for the PDF and include it in a Template Section.
B. Add the PDF as a required Additional Document on the Quote Template.
Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created.
Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied.
What should the Admin configure to meet the requirement?
A. Automate setting the Renewal Forecast checkbox on the current Contract upon creation.
B. Automate renewal forecasting with a Lightning Quick Action on the Opportunity.
C. Automate setting the Renewal Quoted checkbox on the current Contract upon creation.
D. Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.
A. Automate setting the Renewal Forecast checkbox on the current Contract upon creation.
How should an Admin enable renewal uplift on an Account?
A. Update the Markup (%) field on the Renewal Quote.
B. Change the Renewal Pricing Method to Same on the Account.
C. Select the Combine Subscription Quantities checkbox on the Contract record related to the Account.
D. Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.
D. Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.
If a manager is taking a leave of absence, how can the Admin using Advanced Approval ensure that another manager will receive Approval requests during the period in which the original manager absent?
A. On the original manager’s Approver record, reference a different manager’s Approver record in the Next Approver lookup field. Clear the Next Approver lookup field once the original manager returns from leave.
B. Create an Approval Rule with an Effective Start Date and Effective End Date spanning the absence.
Populate the Approver field of the rule with the subtitle Approver, then add the rule to the existing Approval chain as the first step.
C. Create a new Approver record, with the Group ID field set to the ID of a Public Group that contains all of the managers. On the original manager’s Approver record, click the Replace button and select the new Approver record.
D. On the original manager’s Approver record, set the Delegated Approver lookup field to reference a different manager’s Approver record, and set the Delegated End field for the date of the original manager’s return.
D. On the original manager’s Approver record, set the Delegated Approver lookup field to reference a different manager’s Approver record, and set the Delegated End field for the date of the original manager’s return.
Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price.
Which CPQ package settings should UC use to meet the business requirement?
A.
Subscription Term unit: Month
Subscription Prorate Precision: Day
B.
Subscription Term unit: Month
Subscription Prorate Precision: Month
C.
Subscription Term unit: Month
Subscription Prorate Precision: Month + Daily
D.
Subscription Term unit: Day
Subscription Prorate Precision: Day.
B.
Subscription Term unit: Month
Subscription Prorate Precision: Month
Universal Containers (UC) has set the CPQ package settings of both Subscription Term Unit and Subscription Prorate Precision to Month. UC wants to quote a Fixed Price Subscription Product with a start Date of June 18, 2019 and an End Date of August 21, 2020.
The Product record has a Subscription Term of 12, a Pricing Method of List, and a Pricebook Entry of USD 100
What is the Prorated List Unit Price for the Quote Line?
A. USD 116.67
B. USD 118.31
C. USD 125.00
D. USD 100.00
A. USD 116.67
Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level.
Which two steps should the Admin take to fulfil this requirement? Choose 2 answers
A. Add Additional Disc. to the Line Editor Field set on the Quote Line object.
B. Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.
C. Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.
D. Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.
B. Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.
C. Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.
Which three CPQ pricing functionalities contribute to Regular Price during the price calculation sequence? Choose 3 answers
A. Additional Discount Fields
B. Prorate Multiplier
C. Contracted Price
D. Target Customer Amount
E. Discount Schedules
B. Prorate Multiplier
C. Contracted Price
E. Discount Schedules
Universal Containers is rolling out a new version of its Premier Support offering named Premier Pro.
The sales operation team wants to ensure that when a sales rep renew an existing Contract with
Premier Support, it is replaced with Premier Pro.
What does the Admin need to do to support this business requirement?
A. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
B. Create a Report of all Renewal Quotes with Premier Support Product and replace Quote Lines with
Premier Pro.
C. Create a Price Rule to replace Premier Support Quote Lines with Premier Pro.
D. Set the upgrade Target field on the Premier Support Product record to Premier Pro
A. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an
Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a
customer have agreed to a Quantity of 100 licenses for the term of the Contract.
The customer wants to decrease the license count to 80 licenses after the first year. After the second
year, the Contract will be amended again to increase the license count to 120 licenses.
After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of:
- The original Subscription
- The first amended Subscription
- The second amended Subscription
A. 120, -20, 40
B. 100, -20, 40
C. 100, 80, 120
D. 80, 0, 40
C. 100, 80, 120
Given a customer’s tiered pricing model, an Admin wants to allow users to define Discount Tiers and use those values as the Regular Price instead of an Amount deducted from the List Price.
How should the Admin configure the Discount Schedule to meet this requirement?
A. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, and then select the Use Price for Amount checkbox.
B. Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount checkbox.
C. Set the Discount Unit to Amount, create a custom Override_Amount_c field on the Edit Tiers page, select the Users Defined checkbox, and then choose All from the Override Behavior picklist.
D. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, Current Tier from the Override Behavior picklist, and then select the User Defined checkbox.
C. Set the Discount Unit to Amount, create a custom Override_Amount_c field on the Edit Tiers page, select the Users Defined checkbox, and then choose All from the Override Behavior picklist.
Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group.
How does the admin accomplish this?
A. Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.
B. Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.
C. Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.
D. Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.
A. Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes. Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration.
What CPQ functionality can UC’s Admin leverage to meet this requirement?
A. Configuration Attributes.
B. Product Options.
C. Product Features.
D. Option constraints.
A. Configuration Attributes.
Universal Containers has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the Net Price of all Shipping Container products added to the Quote.
When generating a partial Order via the Create Order button, the Admin notices the Standard Warranty was absent from the Order Product selection page.
What should the Admin do to allow the Standard Warranty product to create an Order Product?
A. Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.
B. Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.
C. Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.
D. Set the Product Family picklist on the Standard Warranty product’s Product record to Services.
B. Select any Shipping Container product on the Order Product selection page to automatically
generate a Standard Warranty Order Product on the Order.
Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.
In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement? Choose 2 answers
A. Set the Conditional Print Field on the Line Column record.
B. Include Monthly Price in the Quote Line Editor Field set.
C. Create a custom formula Indicating if the Payment Terms are Net 30.
D. Create an additional Line Items section without the Monthly Price field.
A. Set the Conditional Print Field on the Line Column record.
C. Create a custom formula Indicating if the Payment Terms are Net 30.
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?
A. Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.
B. Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
C. Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.
D. Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.
B. Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
An Admin has pasted the Salesforce ID of an image into the Watermark ID field of a Quote Template, but the watermark image is absent from the rendered Document.
What is preventing the watermark from appearing?
A. The Quote’s Status field is equal to Approved.
B. The Watermark Shown Quote field is unchecked.
C. The Opportunity’s Stage field is equal to Closed/Won.
D. The image file type is PNG.
B. The Watermark Shown Quote field is unchecked.
A customer is implementing CPQ to support two languages.
Which two portions of text can be translated using the Salesforce CPQ localization object? Choose 2 answers
A. Picklist values in the Product Family field on the Product object
B. Configuration Attribute picklist values
C. The Feature Name field on the Configure Products page
D. HTML Template Content in the Quote document
A. Picklist values in the Product Family field on the Product object
C. The Feature Name field on the Configure Products page
The Admin at Universal Containers has received feedback about the amount of horizontal scrolling necessary to access Clone and Delete actions on Quote Lines in the Quote Line Editor.
What should the Admin do to resolve this issue?
A. Move the Clone and Delete actions into the Quote Line Editor drawers.
B. Change the Actions Column Placement in package settings to Left.
C. Update the Custom Action Location to Left.
D. Set a lower value in the Display Order field in the Custom Action record.
C. Update the Custom Action Location to Left.
Universal Container has four price-rules, each with differing Calculator Evolutions Event and Evaluation Orders.
Which rule will evaluate first?
A. Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate
B. Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On initialization
C. Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate
D. Rule D with Evaluation Order of 5, and Calculator Evaluation Event of on Calculate
B. Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On initialization
Universal Containers wants a group of users to receive Approval requests at the same time. Only one user from the group needs to respond to the Approval request.
What should the Admin do to meet this requirement?
A. Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule.
B. Create an Approver record for each user, and a single Approval Rule record related to one of the Approvers. Using the Next Approver lookup field, sequence each Approver record to form a chain.
C. Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to true and Approval Step 1 for each rule, then add all rules to the same Approval Chain.
D. Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the unanimous checkbox to False on the Approver record.
D. Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the unanimous checkbox to False on the Approver record.
An Admin is creating a Product Rule with an Advanced Condition.
How should the Admin reference a specific Error Condition record in the text of the Advanced Condition field?
A. API name of the field in the Tested field.
B. Salesforce ID of the Error Condition record.
C. Value of the Index field.
D. Value of the Condition # field.
C. Value of the Index field.
The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products.
How should the Admin set up the Product to meet both requirements?
A. Create two Production Options, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.
B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the “Number” field.
C. Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.
D. Create two Product Options, Maintenance and Support. The Support option should have a lower value in the “Number” field.
B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the “Number” field.
“UC sells a bundle with multiple options. An Admin wants to allow the user the ability to choose options and define quantity during bundle configuration.
Which three values for Configuration Type will meet this requirement?
A. None
B. Configurable
C. Allowed
D. Disabled
E. Required
A. None
C. Allowed
E. Required
What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step? Choose 2 answers
A. All group members must approve.
B. Any group member may approve.
C. Approval must be obtained from one group member at a time.
D. Smart Approvals can exclude group members below the approval threshold.
A. All group members must approve.
B. Any group member may approve.
An Admin wants to set up a product so a user can see all available options and selected options by scrolling in a single page.
Which updates should the Admin make to meet this requirement?
A. Update Option Layout on the parent Product record to Wizard.
B. Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic
C. Create feature to the parent product and assign all Options to one of the created features.
D. Update option layout on the parent Product record to Section
D. Update option layout on the parent Product record to Section
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. Separate Quotes must be created for each unique Start Date.
B. Set both the Order by Quote Line Group and Ordered checkboxes to True.
C. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
D. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
D. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
What is the correct order of data import to load Price Rules into CPQ?
A. Costs, Price Books, Price Rules, Discount Categories, Discount Schedules
B. Price Books, Price Rules, Price Dimensions, Discount Tiers, Price Actions
C. Price Books, Price Rules, Lookup Queries, Price Conditions, Price Actions
D. Summary Variables, Price Rules, Price Conditions, Lookup Queries, Price Actions
A. Costs, Price Books, Price Rules, Discount Categories, Discount Schedules
Universal Containers (UC) sells a product that uses Percent of Total to determine its price. UC wants to ensure that this product is always priced at a minimum of $100, even if the calculated amount falls under $100.
Which two steps should the Admin take to meet this requirement? Choose 2 answers
A. Create a Price Book Entry of $100 for the product
B. Set the Price Book Entry custom field Percent_of _Total_Target_c to $100.
C. Set the product’s Percent of Total Constraint field to List price is minimum.
D. Create a Price Book Entry of $0 for the product.
A. Create a Price Book Entry of $100 for the product
D. Create a Price Book Entry of $0 for the product.
An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of “starts with”.
If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?
A. Sales reps can replace the text, but are unable to leave the required field blank.
B. Sales reps can change the operator from “starts with” to “contains”.
C. Sales reps can see the filter, but are unable to alter the filter text.
D. Sales reps can delete the text to ignore the filter.
D. Sales reps can delete the text to ignore the filter.
Universal Containers has a multi-layer bundle with a Percent of Total option in the first level. This Percent of Total option’s calculation should be based on other options in the same level.
How should the Admin set this up?
A. Set the Percent of Total Scope field on the Product Option record to a value of Components.
B. Set the Percent of Total Scope field on the Product Option record to a value of Package.
C. Set the Percent of Total Category field on each Product in the bundle to the same value.
D. Set the Percent of Total Scope field on the Product Option record to a value of Group.
A. Set the Percent of Total Scope field on the Product Option record to a value of Components.
Bundle G contains various add-only options for the purpose of cross sales, Universal Containers (UC) wants to ensure that sales reps have the flexibility to increase the quality of add-on option without reconfiguring the bundle.
Which two configuration should UC See to allow for the fallibility?
A. Set the Product Type to Accessory.
B. Set the Product Option to Quantity Editable = TRUE.
C. Set the Product to quality Editable = TRUE
D. Set the product Option Type to Related Product.
A. Set the Product Type to Accessory.
B. Set the Product Option to Quantity Editable = TRUE.
Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and
applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount
percent of a discount Tier, and saves the Quote.
At what point during the sales process can the sales rep be assured that the override amount will be
unaffected by changes the Admin may make to the original Discount Schedule?
A. The Save or Quick Save buttons are clicked.
B. Override values are subject to Discount Schedule updates made by the Admin.
C. The Opportunity status has changed to Proposal/price Quote.
D. The Quote status has changed to Approved.
A. The Save or Quick Save buttons are clicked.
Universal Container (UC) sells containers in three sizes. The admin has created a bundle product for the containers which product Option for different size lids.
The Admins has also created a Configuration Attribute called Container Size with three different values. When a user selects a particular size container in the Configuration Attribute, only the lid for that size container should be available for selection. An Admin has created a lookup table to capture which Product Option are valid for each container size.
Which steps should the Admin take using a product Rule to ensure only the lids of the correct size
sold with each container?
A. Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute values to the lookup table and
select the valid option.
B. Create a Product rule of type validation.
Create a Lookup Quart which compares the Configuration Attributes values to the lookup table and
prevents the user from saving without selecting the valid option.
C. Create a product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute values to the lookup table and
select the valid option.
D. Create a Product Rule of type Alert.
Create a Lookup Query which compares the configuration Attribute values to the lookup table and
wants the user from saving without selecting the valid option.
A. Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute values to the lookup table and
select the valid option.
Universal Containers wants to ensure that information in custom fields provided on original Quote
Lines should also appear on Quote Lines for the Renewal Quotes.
How should the Admin set up this data flow?
A. A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the
original Quote Line.
B. Renewal Quote Line values are automatically mapped from original Quote Lines.
C. A Price Rule should be created to pull the value from the original Quote Line and populate the
Renewal Quote Line.
D. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal
Quote Lines.
D. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal
Quote Lines.
Universal Container (UC) has a required Configuration Attribute for color on all containers it sells. UC wants to display the Color of the containers in the output document.
On which objects will the Admin need to create the Color field to meet this requirement?
A. Product Option, Quote Line.
B. Quote Line, Asset.
C. Product, Product Option.
D. Product, Quote Line.
A. Product Option, Quote Line.
Universal containers has a bundle with two Product Features: Standard Treatments feature with
Option Selection Method set to Dynamic, and a Custom Treatment feature. The Standard Treatments
feature filter for products that are tagged Standard. If a user selects any option from Custom
Treatments, selecting options from Standard Treatment is prohibited.
Which two steps can the Admin take to resolve the issue?
A. Create a selection Product Rule that removes all Standard Treatment options when custom
treatment options are selected.
B. Create a filter product Rule that excludes all products on the standard treatment feature when
Custom Treatment options are selected.
C. Create an exclusion Option Constraint rule that disables Standard Treatment option when
constrained by Custom Treatment options.
D. Create a selection Product Rule that hides all Standard treatment options when custom Treatment
options are selected.
D. Create a selection Product Rule that hides all Standard treatment options when custom Treatment
options are selected.
While performing an amendment, a sales rep is unable to edit the Additional Discount for an existing
subscription Quote Line.
What is the cause of this behavior?
A. The org is using legacy amendment and renewal service.
B. A Product Rule is preventing the Additional Discount from being edited.
C. Additional Discount is a locked field on amendment Quotes.
D. The Non Discountable field is marked True on the Product record for the Quote Line.
D. The Non Discountable field is marked True on the Product record for the Quote Line.
The Admin decides to use a price rule to set a default 10% discount on Product A if a client has
already purchased this item. Product A is non-subscription product. The Admin has already created
price conditions to target quote lines for Product A where the additional discount fields are not
populated.
Which set of additional actions should the Admin take to support this prior purchase
constraint?
A. Create a summary variable counting the asset records for product A and create a price condition
verifying that the quantity field on the quote line is greater than the summary variable.
B. Create a summary variable summing the quantity of product A from quote lines and create a price
condition verifying that the summary variable is greater than the value 1.
C. Create a summary variable counting the asset records for product A and create a price condition
verifying that the summary variable is greater than the value 0.
D. Create a summary variable summing the quantity of the asset records for product A and create a
price condition verifying that the quantity field on the asset object is greater than the value 0.
C. Create a summary variable counting the asset records for product A and create a price condition
verifying that the summary variable is greater than the value 0.
Universal containers has a fixed bundle with selected Product Options, After selecting the bundle,
the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?
A. Set the bundle product record fields Configuration Type to Disabled and Configuration Event to
Always.
B. Set the bundle product record filed Configuration Type to Required and Configuration Event to
Always.
C. Set the bundle product record filed Configuration type to Allowed and Configuration Event to
Always.
D. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to
Add
C. Set the bundle product record filed Configuration type to Allowed and Configuration Event to
Always.
Universal Containers wants to have quantity requirements for certain Product options in a bundle.
The Product Option’s quantity must be multiplied by the quantity of the bundle product.
How should the Admin set this up in the bundle to meet the requirement?
A. Select the Multiplier checkbox on the Bundle.
B. Select the Bundled checkbox on the Product Option.
C. Select Component as the Type field on the Product Option.
D. Select the Quantity Editable checkbox on the Product Option.
C. Select Component as the Type field on the Product Option.
Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in
the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software.
The Admin has created a Product Rule with a Configuration Rule.
Which additional supporting records should the Admin configure so the Product Rule meets this
requirement?
A. An Error Condition should compare the Perpetual value against the Configuration Attribute. A
Product Action should Hide each Product.
B. An Error Condition should compare the Product Family value on the Product Option record. A
Product Action should Show all Products with Product Family other than Software.
C. An Error Condition should compare the Perpetual value against the Configuration Attribute. A
Product Action using the Filter Field should Hide the Products.
D. An Error Condition should check the Product Family value on the Product Option record. A Product
Action using the Filter Field should Hide the Products.
C. An Error Condition should compare the Perpetual value against the Configuration Attribute. A
Product Action using the Filter Field should Hide the Products.
Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is
selected and its quantity is greater than 10, its price falls to $50.
The Admin decides to use a Price Rule targeting the Configurator to implement this price change.
Which minimum set of Price Conditions and Price Actions should the Admin create for this Price
Rule?
A.
One Price Condition verifying that the SBQQ__ProductName__c field on the Product Option object is
equal to “Product A”.
One Price Condition using a Summary Variable summing up the quantity of Product A to verify that
this Summary Variable is greater than 10.
One Price Action to inject the value 50 into Unit Price field.
B.
One Price Condition using a Summary Variable counting Product A to verify that Product A is
selected.
One Price Action to inject the value 10 into the Quantity field.
One Price Action to inject the value 50 into the Unit Price field.
C.
One Price Condition using a Summary Variable summing up the quantity of Product A to verify that
this Summary Variable is greater than 10
One Price Action to inject the value 10 into the Quantity field.
One Price Action to inject the value 50 into the Unit Price field.
D.
One Price Condition using a Summary Variable counting Product A to verify that Product A is selected
One Price Condition using a Summary Variable summing up the quantity of Product A to verify that
this Summary Variable is greater than 10
One Price Action to inject the value 50 into the Unit Price field.
A.
One Price Condition verifying that the SBQQ__ProductName__c field on the Product Option object is
equal to “Product A”.
One Price Condition using a Summary Variable summing up the quantity of Product A to verify that
this Summary Variable is greater than 10.
One Price Action to inject the value 50 into Unit Price field.
Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each
quantity tier as seen in the table below. For example, buying eight licenses would cost a total of
$1,800 rather than multiplying unit price by quantity. Further discounts on this product are
unavailable.
1 - 5 Licenses: $1,000 6 - 10 Licenses: $1,800 11 - 20 Licenses: $3,000 21 - 50 Licenses: $5,000 50+ Licenses: $8,000
Which three steps should the Admin take to set up this pricing? Choose 3 answers
A. Set Pricing Method to Fixed Price on the Product record.
B. Set Non-Discountable to True on the Product record.
C. Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for
each tier.
D. Set Pricing Method to Block on the Product record.
E. Create Block Pricing records on the Product for each quantity tier with a different discount for each
tier
B. Set Non-Discountable to True on the Product record.
D. Set Pricing Method to Block on the Product record.
E. Create Block Pricing records on the Product for each quantity tier with a different discount for each
tier
Which two scenarios can be supported using Amendments? Choose 2 answers
A. Change quantities of existing Products; apply different discounts than original Quote
B. Change quantities of existing Products; maintain same discounts as original Quote
C. Add new Products; co-terminate to existing Contract
D. Add new products; use different End Date from existing Contract
A. Change quantities of existing Products; apply different discounts than original Quote
C. Add new Products; co-terminate to existing Contract
A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes.
This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers
A. Ensure the Quote’s Account lookup is populated.
B. Ensure the Opportunity’s Primary Quote lookup is populated.
C. Check the Quote’s Primary checkbox for a value of True.
D. Ensure the Quote’s Opportunity lookup is populated.
E. Check the Quote’s Primary checkbox for a value of False.
A. Ensure the Quote’s Account lookup is populated.
B. Ensure the Opportunity’s Primary Quote lookup is populated.
E. Check the Quote’s Primary checkbox for a value of False.
Universal Containers (UC) is planning to end-of-life a subscription Product by preventing any new sales of the Product. UC wants to allow renewals if a customer has already purchased the Product.
How can the Admin meet this requirement?
A. Delete the Product so it is unavailable for new business Quotes.
B. Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product
lookup.
C. Create an end-of-life checkbox on the Product, then create a Search Filter to exclude any Product
marked end-of-life from Product Selection.
D. Deactivate the Product since CPQ allows inactive Products to be renewed.
B. Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product
lookup.
Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on
the Opportunity. Since an Account can have many different Contracts, the Admin implemented a
Contract Name field to allow the user to enter identifying information on each Contract record.
How can the Admin ensure that the user is presented with the custom Contract Name field when the
user initiates an Amendment?
A. Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.
B. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity
object.
C. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract
object.
D. Create a custom Page Layout and add the custom Contract Name field to the layout
C. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract
object.
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 configuration attribute field Apply Immediately to False.
B. Change the product rule field Evaluation Event to Save.
C. Change the product option field Apply Immediately to True.
D. Add a product rule Condition to check if Evaluation Action = Save.
A. Change the configuration attribute field Apply Immediately to False.
B. Change the product rule field Evaluation Event to Save.
An Admin at Universal Containers has observed that the value in the Quantity field on an
Opportunity Product is different from the value in the Quantity field in its associated Quote Line.
Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be
different? Choose 2 answers
A. The Quote Line is on an amendment Quote and has a different Quantity form its original Quote
Line.
B. There is a Price Rule that changes the Quote line’s Quantity on the After Calculate event.
C. The Quote Line’s Product has Pricing Method set to Block.
D. The Quote Line’s Product has Asset Conversion set to One Per Unit.
A. The Quote Line is on an amendment Quote and has a different Quantity form its original Quote
Line.
B. There is a Price Rule that changes the Quote line’s Quantity on the After Calculate event.
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar
Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders?
Choose 2 answers
A. Set the Order By field on the Quote Line to Product Family.
B. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
C. Set the Order By field on the Quote to Product Family.
D. Enable Allow Multiple Orders from a checkbox on the Quote
B. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
C. Set the Order By field on the Quote to Product Family.
Universal Containers wants to change its $500 maintenance product to be based on a percentage of
subscription products in the Storage product family.
The maintenance product has been updated to be priced Of Total and the percentage has been set.
How should the product records be altered to meet this requirement?
A. Set the maintenance product Include in Percent of Total to True. On all storage subscription
products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
B. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of
Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
C. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription
products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
D. subscription products, set the Percent Of Total Category to Storage.
E. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription
products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
C. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription
products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
Universal Containers has a customer account with specific pricing.
Which two individual actions could the Admin take to set up a Contracted Price for this customer?
A. Add a partner to the Partner on the Quote record.
B. Create a Contracted Price record related to an Account record.
C. Populate the Generate Contracted Price field on a Quote record.
D. Generate a Contracted Price via the Contracted checkbox on the Quote record
B. Create a Contracted Price record related to an Account record.
D. Generate a Contracted Price via the Contracted checkbox on the Quote record
Admin wants to map Configuration Attribute values to Quote Lines that are for parent bundle
products only. The fields are not to correctly map between Quote Lines and Product Options.
Which setup ensure this condition is met?
A. On the child options, Apply Immediately is False and Apply Immediately Context is Always.
B. On the Configuration Attribute, Attribute, Apply to product Options is False.
C. On the Configuration Attribute, Auto-Select is False.
D. On the bundled parent, Apply to product option is False
D. On the bundled parent, Apply to product option is False
Universal Containers offers the same Products in different regions of the country. Each sales rep is
assigned to a single region numbered 1 through 10.
Each region has some Products which are region-specific and unavailable to users from other regions.
Managers can add Products to a sales rep’s Quotes that are inaccessible to other sales reps.
Which two steps should the Admin take to meet the business requirement? Choose 2 answers
A. Add a Search Filter to the add Products Custom Action to filter Products based on the current user.
B. Create a single Price Book with all Products. Share the Price Book with all users.
C. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales
reps.
D. Use Product rules to hide Products from some sales reps.
C. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales
reps.
D. Use Product rules to hide Products from some sales reps.
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 Allowed and the Configuration Event
field to a value of Add.
B. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event
field to a value of Always.
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 Disabled and the Configuration Event
field to a value of Always.
A. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event
field to a value of Add.
Universal Containers has multiple sales teams that need to select from a subset of the product
catalog on the Product Selection page.
Which solution meets the business requirement without creating a separate Price Book?
A. Create a bundle with a Configuration Attribute.
B. Create multiple bundles with validation Product Rules.
C. Create a Hidden Filter in Product Selection based on Profile.
D. Create a Filter Product Rule.
B. Create multiple bundles with validation Product Rules.
Universal Containers allows clients to negotiate a discount for Product A until a specified date up
contract activation. Which three fields on the Contracted Price record should be configured to satisfy
this requirement?
A. Product
B. Contract
C. Expiration Date
D. Discount
E. Effective Date
A. Product
C. Expiration Date
D. Discount
A User tries to add a specific product to the quote and has typed the full Product Name into the Product Name search filter and clicks apply, but does not see the product in the search results.
What is the reason why this product is not displayed?
A. A hidden search filter was set
B. A product rule is firing
C. A quote process is active.
D. “Sort Products in Memory” is enabled.
A. A hidden search filter was set
An Admin has created a configuration attribute on Product Z, created a twin field on the Quote line
object, then added it into the Quote Line Editor so the User can change the value after configuration.
What must the Admin do to update the value of the configuration attribute when the User
reconfigures Product Z?
A. Create a Workflow Rule that updates the Product Option field upon entering configuration.
B. Create a Product Option formula field named Attribute Mapping that returns a comma-separated
string of the field name and value pairs.
C. The value is auto-mapped back to the Product option field when the user enters configurations.
D. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product
option field.
D. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product
option field.
“UC has a bundle that has a set price regardless of the number of Product Options that are included
in the bundle. Any of the Product Options selected must show on the Quote Line Editor with:
1: A List Price of $500
2: A Net Price of $1000, since it is included with the bundle’s price.
How should the Admin set up the bundle to meet this requirement?
A. Select the Required checkbox on the Product Options.
B. Select the Selected checkbox on the Product Options.
C. Set the Unit Price on the Product Options to be $0.”
D. Select the Bundled checkbox on the Product Options.
D. Select the Bundled checkbox on the Product Options.
An Admin has created a new bundle, and a Product Rule associated with it. Universal Containers
want the Product Rule to fire within this specific bundle.
Which is a valid setup for the Configuration
Rule?
A. The Configuration Rule must be associated with the Product Option records used in Product
Actions.
B. The Configuration Rule must be associated with Product records used in Product Actions.
C. The Configuration Rule must be associated with the Parent Product in the bundle.
D. The Configuration Rule must be associated with the Product Feature used within the bundle.
C. The Configuration Rule must be associated with the Parent Product in the bundle.
Universal Containers (UC) has products that will only be utilized as Product options inside five different bundle products. When a user adds products to the Quote line Editor, UC wants:
- Bundle products to show in the Product Selection page.
- Products that are Product Options of the bundles to be excluded from the product selection page.
How should the Admin set up the bundles?
A. Select the component checkbox on any Product that is a Product Option for the bundles.
B. Select the bundled checkbox on each Product Option and mark the Product inactive.
C. Select the selected checkbox on each Product Option and mark the Product inactive.
D. Select the Hidden checkbox for any Product that is a Product Option for the bundles.
A. Select the component checkbox on any Product that is a Product Option for the bundles.
When amending a contract, user? have reported that the net pricing of some products Is Incorrect.
The admin has done a preliminary Investigation and found that the Issue only happens on existing
products when the quantity Is adjusted.
What Is the likely cause?
A. The Renewal Price and the Net Price on the upgraded Subscriptions are different values.
B. The products’ Pricebook Entry prices were changed after the Contract was generated.
C. The products have a Discount Schedule and Cross Order Is unselected.
D. The Use Legacy Amend/Renew Service Is TRUE In the package settings.
D. The Use Legacy Amend/Renew Service Is TRUE In the package settings.
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate
button after each set of changes is too slow.
Management has asked the Admin to Streamline the
Quote Line Editor so calculations occur automatically after each change is made.
Which Managed Package setting should the Admin enable to meet this requirement?
A. Calculate Immediately
B. Use Legacy Calculator
C. Use Inactive Prices
D. Enable Quick Calculate
A. Calculate Immediately
Users at Universal Containers have reported when amending a contract, the net pricing of some
products is incorrect.
The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted.
What is the likely cause?
A. The Revised Quantity has been set on the Subscription record.
B. The Products have a Discount Schedule and Cross Order is not selected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. A Price Rule is firing On Calculate and changing the Effective Quantity.
B. The Products have a Discount Schedule and Cross Order is not selected.
An Admin created a picklist field on the Product Option object called Picklist123__c. The Admin
created a configuration Attribute related to a Product called Bundle Z whose Target Field is
Picklist123__c.
The Admin selected Bundle Z during Product Selection and populated a value for Picklist123__c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value populated in the Configuration Attribute has reverted.
How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z
is reconfigured?
A. Create a Workflow Rule that updates the Product Option field upon entering configuration.
B. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product
Option field.
C. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the
Configuration Attribute when the user enters configuration.
D. Create a Product Option formula field named AttributeMapping that returns a comma-separated
string of field name and value pairs.
D. Create a Product Option formula field named AttributeMapping that returns a comma-separated
string of field name and value pairs.
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. Check the Solution Groups Enabled Checkbox, set Object to Quote Line and set Name Field to
Product Family.
B. Select Product Family in the Product Results Group Field Name field in Additional Settings
C. Add the Product Family field to the Search Results Field Set on the Product Object.
D. Select Product Family in the Product Search Plugin field in Plugins.
D. Select Product Family in the Product Search Plugin field in Plugins.
The products sold by Universal Containers (UC) have a Product Family of Hardware or Software. Each
Quote should only contain one of the Product Families.
At the time of Quote creation, the sale rep is
required to populate a custom picklist with the API name Family__c with values of Hardware and Software.
If the sales rep selects Hardware for the Family__c field, the rep should only be able to add Products
with the Product Family of Hardware to the Quote. The same premise applies for the value Software
for the Family__c field.
How should the Admin meet this requirement?
A. Create a Custom Action Condition related to the Add Products Custom Action where:
Target Object is Quote
Field is Family__c
Filter value is Product Family
B. Create a Custom Action Condition related to the Add Products Custom Action where:
Target object is Product
Field is Product Family
Filter Value is Family__c
C. Create a Search Filter related to the Add Products Custom Action Where: Target Object is Quote Target Field is Family\_\_c Operator is Equals Filter Source Object is Product Filter Source Field is Product Family Hidden is True
D. Create a Search Filter related to the Add Products Custom Action Where: Target Family is Product Target Field is Product Family Operator is Equals Filter Source Object is Quote Filter Source Field is Family\_\_c Hidden is True.
A. Create a Custom Action Condition related to the Add Products Custom Action where:
Target Object is Quote
Field is Family__c
Filter value is Product Family
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price
Book. When the Product is selected under a bundle, the price should be included as part of the
bundle.
How should the Admin meet this requirement?
A.
Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the Selected field to True.
B.
Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the System field to True.
C.
Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.
Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.
On both Product Option records, set the Required field to True.
D.
Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the Bundled field to True.
D.
Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the Bundled field to True.
Universal Contains (UC) sells Product A with a tiered pricing model using a Discount Schedule with
three discount oars. UC signed an agreement with a client, ACME Tools, that gives the client a 50%
discount on Product A with a flat rate for the next calendar year, overriding, the currant Discount
Schedule.
Which set of actions would mart these requirements’
A. Create a Product Rule that clears the Discount Schedule and injects 50% into the Additional
Discount field on the Quota Lines for Product A when the Account associated with the Quote is ACME
loots.
B. Create a Discount Schedule with a single Discount Her at 0% discount and associate It with a
Contracted Price giving 50% discount to Product A on the ACME Tools Account record.
C. Create a Price Book specific to ACME Tools with a Price Book entry at half the price for Product A
and create a Workflow Rule that assigns this Price Book to all Opportunities for ACME Tools.
D. Create a Price Rule that applies the S0% discount to the List Price and Inserts It Into the Customer
Price field on the Quote Line when the Account associated with the Quote Is ACME Tools.
A. Create a Product Rule that clears the Discount Schedule and injects 50% into the Additional
Discount field on the Quota Lines for Product A when the Account associated with the Quote is ACME
loots.
Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance
teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to
reduce the time for Quote approval.
Which Approval type best suits UC’s needs?
A. Native Approvals; multiple Approval steps can be set up with the same Step Number to send
Approval requests in parallel.
B. Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.
C. Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel.
D. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send
Approval requests in parallel.
D. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send
Approval requests in parallel.
Universal Containers has a bundle with many Features. In one of these Features, Feature A, all
Product Options share the same Discount Schedule.
How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?
A. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on
the Discount schedule.
B. Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on
the Discount schedule.
C. Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox
as False on the Discount Schedule.
D. Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as
True on the Discount Schedule.
A. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on
the Discount schedule.
An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a default value the moment the configuration page loads.
Which steps should the admin take to meet this requirement?
A. Create a formula text Held on the Quote, constructing the formula to return the desired default
value. Update the Configuration
Attribute Default Field field to Identify the Quote formula field.
B. Create a Process Builder to update the Product Option field that Is used for the Configuration
Attribute value. Set the process to trigger
upon new record creation.
C. Create a text field on the Quote Line object with the same API name as the Configuration Attribute
held. Create a Price Rule to target the Quote Line field to give It a value.
D. Create a Price Rule to target the Product Option field that Is used for Configuration Attribute to
give It a value. Ensure the end user selects Apply Rules in the Configurator.
B. Create a Process Builder to update the Product Option field that Is used for the Configuration
Attribute value. Set the process to trigger
upon new record creation.
An admin wants users to make changes In the configurator without Product Rules evaluating. Users
should be able to manually Are the rules. The admin has created Product Rules with an Evaluation
Event of Edit or Always.
Which final step should an admin take to meet this requirement?
A. Ensure the Apply Edit Rules Custom Action is active.
B. Create all Product Options with Apply immediately Context set to NULL.
C. Enable Large Configurations set to TRUE in package settings.
D. Set Configuration Event on the bundle parent Product record to Always.
D. Set Configuration Event on the bundle parent Product record to Always.
An admin created a dynamic bundle and needs a Product Rule to limit which products users see
when configuring the bundle.
Which type of Product Action should the Admin create to ensure that only a specific set of products
may be selected for the dynamic bundle?
A. Optional filter
B. Show
C. Default filter
D. Enable
D. Enable
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. Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox
on the subscription Search Filter to True.
B. Remove the Subscription flag from the Product’s Search Filters Field Set.
C. Remove the Subscription flag from the Product’s Search Results Field Set.
D. Set the Filter Value on the Add Subscriptions Search Filter to Hidden.
A. Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox
on the subscription Search Filter to True.
The Admin at Universal Containers recently created a new custom field referenced on the Target
Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price
Action failed to populate the custom field.
The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate.
How can the Admin ensure this custom field can be referenced by the calculator?
A. The Admin must reference a standard CPQ field because custom fields are unsupported with Price
Rules.
B. Revoke the Advanced Calculator and re-authorize the Calculation Service.
C. Rename the custom field label, then recreate the Price Action to reference the new field label.
D. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are
up-to-date.
D. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are
up-to-date.
At Universal containers, the fulfillment team requires that Order Item dates reflect when orders are
created, rather than Quote Line start dates, because there can be gaps between anticipated versus
actual start dates.
At the same time, the Account Management team wants to ensure that all items from one order
appears on one contract.
What are two ways the CPQ Specialist can meet these requirements? Choose 2 answers
A. Set Order Product Date to Today when the record is created using Process Builder.
B. Set package Default Order Start Date to Today.
C. Set Contracting Method on the Order to single Contract.
D. Set package Contracting Method to Single Contract.
B. Set package Default Order Start Date to Today.
D. Set package Contracting Method to Single Contract.
Universal Containers has come to an agreement for future pricing with a specific customer. The
agreement is for special volume-based, tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
A. Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
B. Create a Discount Schedule and add it to a Contracted Price record for Product A from the
customer’s Account.
C. Create a Discount Schedule and add it to the Discount Schedule field on Product A.
D. Create a Discount Schedule and add the customer to the Contracted Prices related list on the
Discount Schedule.
B. Create a Discount Schedule and add it to a Contracted Price record for Product A from the
customer’s Account.
An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero
Asset records are generated for this Product when included on Quotes that are Contracted.
Which setting should the Admin change to meet the business requirement?
A. Set the Product field Asset Conversion picklist to One per Unit.
B. Set the CPQ Package setting Renewal Model to Asset Based.
C. Set the Account field Renewal Model to Asset Based.
D. Set the Product field Asset Amendment Behavior picklist to Allow Refund.
D. Set the Product field Asset Amendment Behavior picklist to Allow Refund.
Universal Container (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this
item from the Product Selection screen.
How can the Admin configure the Product to meet this requirement?
A. Set the Asset Conversion field to One per unit.
B. Set the Configuration Type field to Allowed.
C. Select the Component checkbox on the Product.
D. Select the Hidden checkbox on the Product.
D. Select the Hidden checkbox on the Product.
UC sells a product which must be priced as 10% of the total of all other fixed-priced products
present on a quote.
Which two represent a valid configuration to meet this requirement? Choose 2 answers
A. Pricing Method set to Percent of Total and Subscription Pricing blank
B. Pricing Method set to Custom and Subscription Pricing set to Custom
C. Pricing Method set to Percent of Total and Subscription Pricing set to Custom
D. Pricing Method set to List and Subscription Pricing set to Percent of Total
A. Pricing Method set to Percent of Total and Subscription Pricing blank
D. Pricing Method set to List and Subscription Pricing set to Percent of Total
Universal Containers wants to update the Quantity of a Product in the Line Editor with a Price Rule.
The rule should apply only for this one specific Product.
What should the Admin do to ensure that the Price Rule only changes Quote Lines referencing this
Product?
A. Create a Price Condition against a Quote Line field that contains a value that is unique to the
product selected.
B. Create an Error Condition against a Quote Line field that contains a value that is unique to the
product selected.
C. Fill in the Product field on the Price Rule with the Product.
D. Fill in the Lookup Object field on the Price Rule with the Product.
A. Create a Price Condition against a Quote Line field that contains a value that is unique to the
product selected.
How should the Admin ensure Universal Containers’ users can generate output documents in Microsoft Word format?
A. Create duplicate Template Sections in Microsoft Word format.
B. Set the Allow output Format Change checkbox on the Quote Template.
C. Set the Allow output Format Change checkbox on each user in user Settings.
D. Create a second Quote Template in Microsoft Word format.
C. Set the Allow output Format Change checkbox on each user in user Settings.
An admin has created a Small Business product with List Price = $5.00 with these Product Options:
Option 1: Optional SKU = Small Storage Container Unit Price = $2.00 Quantity = 10 Selected = True Bundled = False
Option 2: Optional SKU = Medium Storage Container Unit Price = $4.00 Quantity = 10 Selected = False Bundled = False
Option 3: Optional SKU = Custom Box Label Unit Price = $0.05 Quantity = 100 Selected = False Bundled = True
Option 4: Optional SKU = Shipping Unit Price = $7.50 Quantity = 1 Selected = True Bundled = True
If a user adds this bundle and saves it without changes to the configuration, what will the package
total be on the Small Business Bundle parent product Quote Line?
A. $17.50
B. $5.00
C. $25.00
D. $37.50
A. $17.50
