CPQ Specialist III Flashcards
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options.
What are three ways the Admin can adjust the design of this bundle to reduce scrolling in configuration?
Choose 3 answers
A. Set System to True on the Product Options to be excluded from the configurator.
B. Set Option Selection Method to Add on the Product Features.
C. Group the Product Features of the bundle into tabs using the category field.
D. Change Option layout to Tabs on the bundle Product.
E. Change Enable Large Configuration to True on the bundle Product.
A, C, E
Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be selected, and then have the User select Product Options from that page. How should the Admin set up the bundle for the display to work this way?
A. Select the Required checkbox on each Product Option in the Bundle.
B. Select the Hidden checkbox on the Bundled Product record.
C. Select Add as the Option Selection Method on the Bundle product.
D. Select Click as the Option Selection Method on the Bundle product.
C. Select Add as the Option Selection Method on the Bundle product.
Universal Containers wants to prevent a User from putting in a discretionary discount at or above 40 percent on any quote Line. How should the Admin implement this restriction?
A. An Alter Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition.
B. An Alert Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount.
C. A Validation Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition.
D. A Validation Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount.
C. A Validation Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition.
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.
In order to assign a fixed price to a Product based on a range of quantities (which would override the automatic calculation of quantity x unit price) you would use?
A. Block Pricing
B. Contracted Pricing
C. Cost & Markup Pricing
D. List Pricing
A. Block Pricing
Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle.
The products are in separate features and there is no clear indication that they must be sold together. They implemented a Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly. What other approach should the Admin take to fulfill this requirement?
A. Create an Option Constraint with Type: Add.
B. Create a Configuration Price Rule to add Product B.
C. Create a Product Selection rule to add Product B.
D. Create an Option Constraint with Type: Dependency.
C. Create a Product Selection rule to add Product B.
The Admin at Universal containers has created a formula filed to calculate margin on the Quote Line object.
This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this?
A. Remove the margin field from the Quote Line Editor Field Set for relevant Profiles.
B. Remove the margin filed from the Quote Line Editor Field Set for relevant Roles.
C. Set Visible to false for relevant Profiles on the field-level security for the margin field.
D. Set Visible to false for relevant Roles on the field-level security for the margin field.
C. Set Visible to false for relevant Profiles on the field-level security for the margin 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” filed.
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” filed.
An Admin at Universal Containers wants to map configuration attribute values to the quote line in a customer’s product catalog. Assuming the field mapping is correct, which setup will prevent the configuration attribute value from being stored on the non-bundle quote line?
A. On the Configuration Attribute, “Apply to Product Options” is not selected.
B. A selection rule is being used to hide a configuration attribute value.
C. On the Configuration Attribute, “Hidden” is selected.
D. The user chose a configuration attribute value that cannot be mapped.
E. Create a cross-object formula field that stores the Product Field’s value in the Quote Line field. Answer: A
A. On the Configuration Attribute, “Apply to Product Options” is not selected.
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?
A. Clone the original Quote and update Quote Type to Renewal.
B. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related list.
C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
D. Create Renewal Quotes using the Renew Contracts button from the Account’s Contract Related list.
C, D
An Admin has created a Configuration Attribute on the Product A bundle, and now needs an Identical Configuration Attribute on the Product B bundle that saves its value into the same Quote Line field. Which tasks should the Admin complete to meet this business requirement?
A. Check “Apply to Product Options” on the existing Configuration Attribute, then make Product B an option of Product A.
B. Create a second Configuration Attribute on Product B, no further administration required.
C. Create a second Configured Product record for Product B on the existing Configuration Attribute.
D. Create a second Product Option field with identical values, then create a second Configuration Attribute on Product B.
B. Create a second Configuration Attribute on Product B, no further administration required.
A User creates a quote with these details: No subscription pricing products. Default Product record fields have not been altered. Renewal Model is Contract based. The Quote has been contracted. Which records will be generated?
A. Assets will be created on the opportunity for each product in the quote.
B. A contract will be generated with subscription for each product in the quote.
C. Assets will be created on the account for each product in the quote.
D. A contract will be generated with no subscriptions for each product in the quote.
C. Assets will be created on the account for each product in the quote.
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 at Universal Containers set up a Price Rule to override List Price with a discounted promotional price. The Price Action has a formula which is as follows: SBQQ_ListPrice_c * (1 - Promotional_Discount_c). The Admin is finding that every Calculate is clicked, the price is adjusted. For example, if List Price is $10.00 and promotional discount is 10%: 10.00 * (1 - 020) = 9.00. The next time calculate is clicked, the following calculation takes place: 9 * (1-0.10) = 8.10. If List Price must be overridden, how can this problem be fixed?
A. The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula.
B. Create a field to hold the Price Book price and populate on Quote creation with a Workflow Rule for use in the formula.
C. Create a field to hold the Price Book price, and populate Before Calculate with … Price Rule for use in the formula.
D. The Salesforce CPQ package has an MSRP field which should be used instead of Last Price in the formula.
A. The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula.
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, D
