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
