CPQ Specialist II Flashcards
For a quote with a Subscription Term of 18 months, what is the calculated price for the standard pricing fields?
A. Regular Unit Price $1,350
Customer Unit Price $1,080
Partner Unit Price $540
Net Unit Price $594
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, C
Which of the following is not part of the structure of a Pricing Rule?
A. Price Action
B. Price Rule Detail
C. Price Display
D. Price Condition
C. Price Display
UC offers Container B as one of the configurable options of Container A. Container B is
itself configurable with options X, Y, and Z.
How should the Admin configure this?
A. Create a search filter which only shows Container B if Container A is on the quote or owned by the customer.
B. Create a bundle with Container B and options X, Y, and Z as product options for Container A.
C. Create a dynamic quote process that guides the user to choose Container B and options X, Y, and Z if Container A is selected.
D. Create a bundle with options X, Y, and Z as product options of Container B, and Container B as a product option for Container A.
D. Create a bundle with options X, Y, and Z as product options of Container B, and Container B as a product option for Container A.
Universal Containers wants to introduce a new product as an add-on item for an existing bundle that its customers can purchase on a yearly basis. The price of the product will be 15% of the combined prices of the other products and should not contribute value to other Percent of Total subscription products. Which configuration is a valid way to set up this new product?
A. Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: False, Subscription Term: 1
B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12
C. Subscription Pricing: Percent of Total, Percent of Total (%): Exclude from Percent of Total: False Subscription Term: 1
D. Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: True, Subscription Term: 12
B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12
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, C
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
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, B
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, B
Universal Containers has Quote Terms specific to Product X and separate Quote Terms specific to Product Y.
The Admin has created an output document with separate Template Sections for each set of Quote Terms.
Each Template Section references a separate Template Content record. Which tasks should the admin complete to ensure Quote Terms for Product X and Y appear separately in the output document?
A. Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product Y.
B. Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product Y.
C. Set the Template Content field for all Product X Quote Terms to the Product X Template Content record; repeat for Product Y.
D. Delete the second Template Section and set the Group field on the remaining Template Section to SBQQ__ProudctCode__c.
A. Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product Y.
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, C
Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined. What is the correct Price Rule Setup?
A. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.
B. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each.
C. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.
D. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.
A. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.
The Admin at Universal Containers received feedback that users are trying to reconfigure bundles on renewals quotes and finding that the Configuration Attribute values are blank and must be manually fixed. This issue is not observed on new business quotes. What is the cause and possible resolution to this problem?
A. Configuration Attributes not configured for renewals; check Preserve for Renewals on Configuration Attribute records.
B. Preserve Bundle Structure not set up on Contract object; create a workflow rule to automatically set to true.
C. Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line.
D. Field mapping not set up; create field on Quote Line with the same API name as the field in the configuration attribute.
C. Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line.
Universal Containers 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, Universal Containers would like. Bundle products to show in the product Selection page. Products that are Product Options of the bundle to not show in the Product Selection page. How should the Admin set up the bundle?
A. Select the Hidden checkbox for any Product that is a Product Option for the bundle.
B. Select the Component checkbox on any Product that is a Product Option for the bundle.
C. Select the bundled checkbox on each Product Option and mark the Product inactive.
D. Select the Selected checkbox on each Product Option and mark the Product inactive.
B. Select the Component checkbox on any Product that is a Product Option for the bundle.
UC wants to default information on the Quote Line from a Product field. How should this information be transferred?
A. Create a cross-object formula field that stores the Product Field’s value in the Quote Line field
B. Create a Workflow Rule that stores the Product field’s value in the Quote Line field.
C. Create two fields with the same API name and type on the Product Quote Line.
D. Create Price Rule that stores the Product field’s value in the Quote Line field.
C. Create two fields with the same API name and type on the Product Quote Line.
Universal Containers Sells a monthly subscription service with tiered pricing: $1,00 for the first 100 units, $1,000 plus $9 per unit above 100, $4,600 plus $8 per unit above 500, $8,600 plus $7 per unit above 1,000
Which two pricing configurations meet these requirements? Choose two answers
A. Block pricing with slab Discount Schedule
B. List pricing with lookup price Rule
C. List pricing with slab Discount Schedule
D. Block pricing with overage
E. Block pricing with range Discount Schedule
A, D
Which is the correct format for creating a subgroup label that dynamically pulls the subgroup field value if grouping by Product Family?
A. Subtotal for {Product2.Family}
B. Subtotal for Family
C. Subtotal for {!Product2.Family}
D. Subtotal for {0}
D. Subtotal for {0}
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, B
An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page.
Which updates should the Admin male 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 Option 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 sells a subscription Product Z that is sold in yearly segments, but would like to prevent the User from discounting the first segment.
How should the CPQ Admin ensure the User will not be able to discount the first segment? Choose one answer
A. Write a Price Rule to run when Product Code = Product Z and Segment Index = 1, with a Price Action setting Non Discountable to True.
B. Set First Segment Term Editable to Only Custom Segments in the yearly Price Dimension record.
C. Create two Price Dimensions, then set Non Discountable to False on the first Price Dimension.
D. Write a Price Rule to inject 0 into Additional Discount when Product Code = Product Z and Initial Segment = True.
A. Write a Price Rule to run when Product Code = Product Z and Segment Index = 1, with a Price Action setting Non Discountable to True.