CPQ Specialist Flashcards
Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently create Quotes which are longer than this period. When adding this Product to these Quotes, however, the Prorated List Price is the same as the List price. Which action should the Admin take to correct the issue?
A. Populate Subscription Pricing on the Product.
B. Populate Subscription Pricing on the Quote Line.
C. Check “Enable Proration” on the Quote.
D. Populate Default Subscription Term on the Quote Line.
A. Populate Subscription Pricing on the Product.
UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__c already exists and is located on the Quote object. What is the correct syntax to insert this into an HTML Template Content?
A. {!quote.Additional_Text__c}
B. {!quote__r.Additional_Text__c}
C. {!SBQQ__Quote__r.Additional_Text__c}
D. {!SBQQ__Quote__c.Additional_Text__c}
A. {!quote.Additional_Text__c}
A Quote Template has Template Sections related to these types of Template Content:
- Template Top
- Line Items
- HTML
- Quote Terms
The Admin has associated these Template Content records to four Template Sections. Which three statements are valid about these types of Template Content? Choose 3 answers
A. Template Top and HTML are fully code-customizable
B. Line Items are either displayed as Standard or with Price Dimensions.
C. Template Top is the only Section that can show Billing/Shipping info.
D. Quote Terms can be dynamic if Term Condition are defined.
E. Line Items can be coded into an HTML section.
A, C, D
Universal Containers plans to sell a configurable group of products but does not want to show the bundle’s Parent Product to the Client. What should the Admin do to meet this requirement?
A. Check the Optional check box on the Bundle Product Record.
B. Check the Hidden checkbox on the Bundle Product Record.
C. Check the Exclude From Opportunity checkbox on the Bundle Product Record.
D. Check the Hidden checkbox on the Product option Record.
B. Check the Hidden checkbox on the Bundle Product Record.
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
A. Core Salesforce Quote object
B. CPQ Quote Line object
C. Opportunity object
D. CPQ Quote object
D. CPQ Quote object
Universal Containers wants to give management the ability to override the price of specific products that always contain Discount Schedules. The Admin has determined that setting the product field Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides to create a custom field for custom price entry and Price Rule to inject this value into managed pricing fields. What Salesforce pricing fields should the Price Rule Set?
A. Special Price and Special Price Type
B. Custom Price and Custom Price Type
C. Regular Price and Regular Price Type
D. List price and List Price Type
A. Special Price and Special Price Type
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest approver required.
D. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
Universal Containers has a bundle with required Product Options. After the bundle is selected, the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?
A. Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Bundled on the Product Options.
B. Set the Configuration Event field on the bundle Product to be Required, and select the checkbox for Required on the Product Options.
C. Set the Configuration Event field on the bundle Product to be Allowed, and select the checkbox for bundled on the Product Options.
D. Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Required on the Product Options.
A. Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Bundled on the Product Options.
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 two Asset records will be created.
C. One Subscription record and an Asset record will be created.
D. Two Subscription records and an Asset record will be created.
B C
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.
In Universal Containers’ original implementation, all Additional Discount fields were removed from the Quote Line Editor Interface in favor of a custom field. Today, Universal Containers wants to use the out-of-the-box Additional Discount field to apply on a Product-by-Product basis for all Products.
To which Field Set does the Admin need to add the Additional Discount field?
A. The Quote Line object’s Summary Fields Field Set.
B. The Quote object’s Line Editor Field Set.
C. The Quote Line object’s Line Editor Field Set.
D. The Quote Line Group object’s Line Editor Field Set.
B. The Quote object’s Line Editor Field Set.
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.
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
A, C
Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change?
A. List accounts with assets in the “Option Constraint Group” field.
B. Look up the account with the assets on the “Account” field.
C. Mark the “Check Prior Purchases” checkbox as TRUE.
D. Use a Product Rule instead of an Option Constraint.
C. Mark the “Check Prior Purchases” checkbox as TRUE.
Users should be able to quote ramp deals with non-consecutive time period. Which setting should the Admin turn on for this requirement?
A. Select the Allow Non-Consecutive Custom Segments checkbox on the Price Dimension object.
B. Select the Allow Non-Consecutive Custom Segments checkbox on the Product object.
C. Select the Allow Non-Consecutive Custom Segments checkbox on the salesforce CPQ package settings.
D. None of the above: all custom segments must be consecutive.
C. Select the Allow Non-Consecutive Custom Segments checkbox on the salesforce CPQ package settings.
The Admin at Universal Containers is setting up permissions for internal sales Users. In addition to assigning the Salesforce CPQ User permission set, for which objects do the Users need Read, Create, Edit, Delete permissions?
A. Quote Template, Template Content, Template Section, Line Column
B. Quote, Quote Line, Quote Line Group, Quote Document
C. Price Rule, Price Action, Price Condition, Lookup Query
D. Discount Category, Discount Schedule, Discount Tier, Term Schedule
B. Quote, Quote Line, Quote Line Group, Quote Document
An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.
How should the Admin make the prices visible again?
A. Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.
B. Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.
C. Go to the Product Option record and check if the Default Pricing Table field is set to Standard.
D. Go to the Product Option record and check if the Price Editable field is False.
A. Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.
Universal Containers has a bundle configured and wants to add user selectable products to the configuration that will affect the bundle price. How should the CPQ Admin configure the bundle?
Choose one answer
A. Add a Price Rule.
B. Add a Product Rule.
C. As a Product Option.
D. As a Product Feature.
C. As a Product Option.
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
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.
B. Change the Actions Column Placement in package settings to Left.
Approver records are not required when using dynamic approvers.
A. True
B. False
B. False
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
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.
The Admin wants to display specific customer information from the Account object onto the output document.
Which object should this information be referenced on to be pulled into an HTML Template Content record?
A. Quote Line
B. Quote
C. Opportunity
D. Template
B. Quote
The Admin at Universal Containers (UC) has created one bundle that contains all of its products as Options.
The bundle has Subscription Pricing and Asset Conversion set to null on its Product record. Implementing the Product Catalog via a bundle allows UC to enforce logic about which Products can be sold together. A bundle sold by UC contains a combination of Assets and Subscriptions.
After making selections within the bundle, a sales user saves the Quote and creates a Contract from the Opportunity associated with the primary Quote. Later, the sales user needs to amend this Contract based on new requirements from the customer. When UC amends the Contract using the Amend button, the sales user notices that the bundle is excluded in the Amendment Quote. Why is bundle excluded in the Amendment Quote?
A. The sales user neglected to select the Preserve Bundle structure field on the Contract.
B. The bundled Product is excluded from the amendment because it lacks an Asset or a Subscription.
C. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.
D. The sales user must use the Amend Assets field on the Account to amend a Contract which contains Assets.
C. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.
Which is not a pro-rate precision option (in the Package Settings)?
A. Month
B. Month + Week
C. Month + Day
D. Day
B. Month + Week
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 has quotes that have multiple Quote Lines for the same Product. They require all Products with the Product Name to be combined and summed into one line on the Quote Document. How should the Admin set up the Quote Template to meet this requirement?
A. Set the Roll up Field to be Product.
B. Set the Group Field to be Product.
C. Set the Sub Group Field to be Product
D. Set the Total Field to be Net Total.
A. Set the Roll up Field to be Product.
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
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, D
Which of the following is not automated as part of the subscription process in CPQ?
A. Prices
B. Prorating
C. Co-terminating contracts
D. Renewal quote opportunity status
D. Renewal quote opportunity status
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.
Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF?
A. Create a Quote picklist field named output Language, With language codes as values.
B. Create Localization records for individual Quote Terms for all three languages.
C. Enable “Allow Output in Different Languages” In the managed package settings.
D. Set the Quote Term field Language to the desired output language for each Quote Term.
A, B
UC has a requirement that, on any individual Quote, the quantity of Product Family A can never exceed the quantity of Product Family B. The Admin is setting up a Product Rule with the following:
Product family A (Printers) can not exceed quantity of product family B (Toner) (You need enough toner or more to operate the quantity of printers.) Summary Variable A: Sums the Quantity of Product Family A (Printers) .Summary Variable B: Sums the Quantity of Product Family B (Toner) Which two error condition setups will meet this requirement?
Choose 2 answers
A. -Summary Variable A goes in the Filter Variable field -Summary Variable B goes in the Tested Variable field -Operator is set to Less or Equals
B. -Summary Variable A goes in the Filter Variable field \/ O -Summary Variable B goes in the Tested Variable field -Operator is set to Less than
C. -Summary Variable A goes in the Tested Variable field \/ O -Summary Variable B goes in the Filter Variable field -Operator is set to Greater than
B, C
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
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, C
The Edit Lines Field Set Name special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor?
A. The fields that trigger a calculation event to occur.
B. The fields that appear in the Quote Line Drawer.
C. The Quote Line fields that are visible.
D. The Quote fields that may be edited.
B. The fields that appear in the Quote Line Drawer.
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.
In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What should the error condition test against?
A. Use Subscription as Tested object and Subscription Name as Tested Field.
B. Use Asset as Tested Object and Asset Name as Tested Field.
C. Use a Tested Variable that counts the number of existing setup fee Assets.
D. Use a Tested Variable that counts the number of existing setup fee Subscriptions.
D. Use a Tested Variable that counts the number of existing setup fee Subscriptions.
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 record for Product B.
C. Set Apply Immediately to True on Product Option record for Product B.
D. Set Apply Immediately to True on Product Option record for Product
D. Set Apply Immediately to True on Product Option record for Product
