CPQ1 Flashcards
What is the correct order of data import to load Products and Product bundles in CPQ?
A. Product Rules, Error Conditions, Configuration Rules, Product Action
B. Product Features, Product, Product Options, Option Constraints
C. Product, Product Features, Product Options, Option Constraints, Configuration Attributes
D. Product Option, Product Feature, Product, Option Constraints, Configuration Attributes
C. Product, Product Features, Product Options, Option Constraints, Configuration Attributes
Universal Containers (UC) sells a subscription Product, Monitoring Service reps leave the quantity as 1 when it is sold outside of a bundle.
Which solution can UC apply?
A. Set Quantity Editable to FALSE on the Product.
B. Set Type to Accessory on the Product Option.
C. Set Max Quantity to 1 on the Product Option.
D. Set Default Quantity to 1 on the Product.
C. Set Max Quantity to 1 on the Product Option.
An admin has set the Group Field on one of the Quote Templates. On output documents on Quote A, Quote Lines appear to be grouped incorrectly.
What are two explanations for this grouping?
Choose 2 answers
A. Modified By field on the user’s Quote was last modified before the new Quote Template was implemented.
B. Template Section with Template Content of Line Items type has a value in Group Field.
C. There are Quote Line Groups related to Quote A.
D. Bundles on Quote A contain a Configuration Attribute designating location.
A. Modified By field on the user’s Quote was last modified before the new Quote Template was implemented.
B. Template Section with Template Content of Line Items type has a value in Group Field.
An annual subscription for Product A sells for $100 and has a Term Discount Schedule established on its Product record. A volume-based Discount Schedule is related to Contracted Price that applies to Product A.
Product A is added to a Quote for an Account that uses the Contracted Price.
As quoted, product A qualifies for a 10% volume-based discount and a $20 term-based discount.
Which values for Special Price and Regular Price are expected if the Quote’s Subscription Term is 24 months?
A. Special Price = $100, Regular Price = $144
B. Special Price = $90, Regular Price = $140
C. Special Price = $72, Regular Price = $144
D. Special Price = $100, Regular Price = $140
D. Special Price = $100, Regular Price = $140
The sales reps at Universal Containers want the Quote Line Editor to always display the column headers and the Quote Total on the desktop user interface, regardless of how many Quote Lines are present.
How can an admin meet the requirement?
A. Enable Large Quote Experience to freeze the Total and column headers.
B. Enable Compact Mode so all of the Quote Lines fit on the screen at once.
C. Enable Large configurations to freeze the Total and Column Headers.
D. Enable the Group Line items checkbox on the Quote to be checked by default.
C. Enable Large configurations to freeze the Total and Column Headers.
Universal Containers restricts users from selling more than 10 different products within a specific Product feature at once.
What should the admin set up to satisfy this requirement?
A. An Error Condition in a Product Rule should be set up to validate that all product Option’s Quantity field is less than or equal to 10.
B. A value of 10 should be added to the Max Options field on the feature record.
C. The Min Quantity and Max Quantity fields on each Option should be set to zero and 10, respectively.
D. The summary Variable with Filter Fields should be used in an Error Condition of a Product Alert Rule.
B. A value of 10 should be added to the Max Options field on the feature record.
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change.
How can the sales ops team ensure the renewal Quote reflects the increased quantity?
A. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
B. Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December 1 of this year.
C. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
D. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.
D. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.
Universal Containers has recently begun to transition away from a handful of legacy products. These Products should be unavailable for selection on Quotes via CPQ to new or existing customers. The admin has deactivated the Products and disabled the Use Inactive Prices’ package setting, but the Products continue to show up on new business Quotes that are submitted for approval.
What are two possible causes of this issue?
Choose 2 answers
A. Users have saved the legacy products to their List of favorites.
B. Users are cloning pre-existing Quotes that feature one or more of the legacy products.
C. Search Filters are too broad and are returning legacy products.
D. The Inactive legacy products have active Price Book Entries.
C. Search Filters are too broad and are returning legacy products.
D. The Inactive legacy products have active Price Book Entries.
A series of Quote Terms QT-0001 through QT-0005 should appear before a Line Items table. Quote Terms QT-0006 through QT-0007 should appear after the Line Items table.
What is the most efficient way to Implement this Quote Template?
A. Create a Line Items table in rich-text format as a Quote Term record, representing each field in the table as a bulleted list under a separate header that represents the columns.
B. Create two Quote Terms and add a Line Items table in a single HTML type Template Content Record and connect the Quote Terms with the Template Content represented as HTML tables.
C. Create a Line Items table and two Quote Term type Template Content records to associate, and then
set the order for each Quote Term with each Template Content record.
D. Create the Line Items table and Quote Terms as a required Additional Document related to the Quote Template, and then set the order for each document and mark as Required’.
C. Create a Line Items table and two Quote Term type Template Content records to associate, and then
set the order for each Quote Term with each Template Content record.
Universal Containers has a high volume of contracts that are renewed each year. Recently, a number of orders have failed to generate a contract despite those orders being activated and containing subscription-based products.
Where should the admin look to identify the source of the error?
A. Debug Logs
B. Apex Jobs
C. Record Jobs
D. Paused & Failed Flow Interviews
A. Debug Logs
Northern Trail Outfitters (NTO) uses CPQ to streamline its quoting process. NTO has implemented a customer reward system that offers specialty products to highly valued customers. The previous admin created a checkbox field called is_Deluxe__c and added the field Into the Search Filter field set.
Sales reps are complaining that they can see every product except Deluxe when filtering. Instead, sales reps want to see all products, regardless of whether they are Deluxe, while keeping the ability to filter based on the is_Deluxe__c field.
Which two changes should the consultant implement to meet the requirement?
Choose 2 answers
A. Ensure products have a value for the is Deluxe c field and the default Is set to ‘-None-‘.
B. Create a filter Product Rule that uses the is Deluxe c field.
C. Change the is Deluxe__c field to a plcklist with the values ‘True’’ and ‘False’.
D. Remove the is Deluxe___c field from the Product’s Search Filter field set.
A. Ensure products have a value for the is Deluxe c field and the default Is set to ‘-None-‘.
B. Create a filter Product Rule that uses the is Deluxe c field.
Northern Trail Outfitters (NTO) has recently expanded abroad, and has implemented multi-language document generation to send quotes in multiple languages. An end-user has reported that although most of the document has been translated, the Product Family, which is shown for every Quote Line in the Line Items section. is always shown in English.
What should the NTO admin do to correctly implement the translation for the Product Family picklist field?
A. Use the CPQ Localization object and create a Localization value for Product Family.
B. Use the Translation Workbench to translate the label of each picklist value in the required languages.
C. Create a series of formula fields on the Product object, rendering the correct Product Family for every language.
D. Refer to a Custom Metadata Type in the Output Document, which holds the translated values for each language of the picklist.
B. Use the Translation Workbench to translate the label of each picklist value in the required languages.
An existing bundle contains a feature called ‘Warranty that includes the following Products-
- 3-year Bronze Warranty
- 3-year Silver Warranty
- 3-year Gold Warranty
- 2-year Bronze Warranty Extension
- 2-year Silver Warranty Extension
- 2-year Gold Warranty Extension
The admin wants to minimize clicks, ensure that only one level of Warranty is selected, and ensure that any Warranty Extension can only be selected with the same base level of Warranty.
Which functionality should the admin use to meet the requirements?
A. Product Rules and Summary Variables
B. Add Option Selection Method on the Feature
C. Dynamic Option Filter Field Set
D. Feature Min/Max and Option Constraints
B. Add Option Selection Method on the Feature
Universal Containers (UC) serves different Quote Line fields to users based on whether a Quote represents business, an amendment, or a renewal. Users have complained about numerous renewal-related Quote fields that show up in the Quote Line Editor irrespective of the Quote’s Type.
In addition to creating custom Quote field sets for each Type, how should the UC admin meet this requirement?
A. Create a Quote Line formula field called EditLinesFieldSetName that returns the name of the applicable field set.
B. Create a Quote formula field called HeaderFieldSetName that returns the name of the applicable field set.
C. Use a Price Rule to populate the Quote field called HeaderFieldSetName with the name of the applicable field set.
D. Use a Price Rule to populate the Quote field called EditLinesFieldSetName with the name of the applicable field set.
A. Create a Quote Line formula field called EditLinesFieldSetName that returns the name of the applicable field set.
Cloud Kicks creates detailed quotes for its customers which show the list of all items to be sent to each shipping location. A number of customers have requested a summary overview to be appended that shows the total quantity of each product added to the Quote, regardless of shipping location.
What should the admin do to meet the requirement?
A. Construct a series of roll-up summary fields on the Quote that store the sum of the quantities for each product and subsequently render these fields on the output document.
B. Set the Roll-Up Field to the Product Name in the Quote Template Section and select Roll Up in the Quantity Line Item Column.
C. Change the Group Field to Product Name on the Template Section and set the Summary Function to SUM on the Quantity Line Item Column.
D. Construct a Summary Variable that calculates the total quantity for each product and render this on the output document in a new section.
B. Set the Roll-Up Field to the Product Name in the Quote Template Section and select Roll Up in the Quantity Line Item Column.
Universal Containers offers a maintenance subscription, Product B, that is based on the price of a separate platform license subscription, Product
The current configuration is:
Both Products are being quoted for a Term of 24 months. The List Unit Price for Product A is $200. The Net Total of Product A is $2,400.
What is the expected Net Total for Product B?
A$480, 00
B$24, 00
C$120, 00
B$24, 00
Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers
A. Ensure the sales rep has Modify All in their profile.
B. Ensure the sales rep is listed as the owner of the Order.
C. Ensure the CPQ Orders package setting ‘Allow Multiple Orders’ is selected.
D. Ensure the Edit Order Products button is exposed in the Order Page Layout.
B. Ensure the sales rep is listed as the owner of the Order.
C. Ensure the CPQ Orders package setting ‘Allow Multiple Orders’ is selected.
Universal Containers (UC) builds Quotes that can be delivered to multiple locations using a Quote Line Group f each location. UC wants to split orders by delivery location automatically.
How should the consultant meet the requirement?
A. Ensure the Order by Quote Line Group field is set to TRUE, and then click the Create Order button.
B. Set the Order By picklist field to the Location field on the Quote Line Group, and then set the Ordered field to TRUE.
C. Ensure the Order by Quote Line Group field is set to TRUE, and then set the Ordered field to TRUE.
D. Set the Order By picklist field to the value of SBQQ_Group_c, and then click the Create Order button.
C. Ensure the Order by Quote Line Group field is set to TRUE, and then set the Ordered field to TRUE.
Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramify Y by 10% upon renewal.
Which two action should the admin take to ensure CPQ applies the correct price uplift?
Choose 2 answers
A. Fill in the Appropriate Renewal Uplift Rate on each Subscription record.
B. Set the Renewal Pricing method on the Contract to Uplift
C. Set the Renewal Pricing Method on the Account to Uplift.
D. Fill in the appropriate Renewal Uplift Rate on each Quote Line record
A. Fill in the Appropriate Renewal Uplift Rate on each Subscription record.
C. Set the Renewal Pricing Method on the Account to Uplift.
What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?
Choose 2 answers
A. Any group member may approve.
B. Smart Approvals can exclude group members below the approval threshold.
C. Approval must be obtained from one group member at a time.
D. All group members most approve.
A. Any group member may approve.
D. All group members most approve.
Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor.
How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?
A. Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user’s profile.
B. Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user’s profile.
C. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.
D. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.
C. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.
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, and Delete permissions?
A. Quote, Quote Line, Quote Line Group, Quote Document
B. Quote Template, Template Content, Template Section, Line Column
C. Rule, Price Action, Price Condition, Lookup Query
D. Discount Category, Discount Schedule, Discount Tier, Term Schedule
D. Discount Category, Discount Schedule, Discount Tier, Term Schedule
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 8 customers. When UC amends the tract using the Amend button, the sales user notices that the bundle is excluded in the Amendment Quote.
The parent excluded in the Amendment Quote?
A. The parent Product is excluded from the amendment because it lacks an Asset or a Subscription
B. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.
C. The sales user must use the Amend Assets field on the Account to amend a Contract which containers
D. The sales user neglected to select the Preserve bundle structure field on the Contract.
C. The sales user must use the Amend Assets field on the Account to amend a Contract which containers
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 bundle?
A. Select the Component checkbox on any Product that is a Product Option for the bundles.
B. Select the Hidden for any Product that is a Product Option for the bundles.
C. Select the Selectbox on each product option and mark the Product inactive.
D. Select the bundle on each Product option and mark the Product inactive
A. Select the Component checkbox on any Product that is a Product Option for the bundles.
Universal Containers (UC) sells two fixed-priced subscriptions (Products A and B) and one Percent Of Total subscription Product (Product C), which is calculated as a percentage of the List total of Products A and D. Both Products A and B are marked as ‘Include in Percent Of Total’. UC also wants to enable ramping of quantities and pricing for all three Products on a yearly basis.
Which solution should the admin use to meet the requirement?
A. Use Quote Line Groups for each annual term and set the Percent Of Total Scope on Product C to Group.
B. Add Products A, B, and C to the Quote for the desired Quote Subscription Term.
C. Set the Percent Of Target to Product C for Product A and B
D. Implement a Quote Calculator Plugin (QCP) to aggregate Product A and B by segment.
C. Set the Percent Of Target to Product C for Product A and B
The admin at Universal Containers receives a report from a user that checking the Contracted box on an Opportunity with a single Product fails to result in a Contract.
What are two possible reasons a Contract is unable to be created?
Choose 2 answers
A. The Subscription Conversion Behavior field on the Product is set to None.
B. The Opportunity must have a Primary Quote associated to it.
C. The Subscription Pricing field on the Prodduct is blank.
D. The Subscription Pricing field on the Product is One-time
A. The Subscription Conversion Behavior field on the Product is set to None.
B. The Opportunity must have a Primary Quote associated to it.
An admin wants to set up a rule involving three Term Conditions, where Term Condition 1 is required, and either Term Condition 2 or Term Condition 3 is required.
How should the admin write this advanced Condition?
A. 1 AND (2 OR 3)
B. 1 OR (2 AND 3)
C. (1 AND 2) OR 3
D. 1 AND 2 (3)
A. 1 AND (2 OR 3)
A user has created a Quote with a Start Date of January 1, 2022, and added two subscription Quote Lines. The term of the first subscription Quote Line is set to 11. The term of the second subscription Quote Line is set to 12. The Subscription Term Unit in the Instated Package Settings is set to Months. After creating a single Contract, the user creates a renewal Quote.
If the Amendment & Renewal Behavior is set to Latest End Date, what is the End Date of each Renewal Quote Line?
A. The End Date of the first subscription will be November 30, 2023; the End Date of the second Ascription will be December 31, 2023.
B. The End Date of both subscriptions will be December 31, 2023.
C. The End Date of the first subscription will be October 31, 2023; the End Date of the second subscription will be December 31, 2023.
D. The End Date of both subscriptions will be November 2023.
A. The End Date of the first subscription will be November 30, 2023; the End Date of the second Ascription will be December 31, 2023.
Universal Containers (UC) uses USD, GBP, and EUR and has Multi-Currency enabled.
UC products have two sets of USD prices: one for American customers and one for Asia Pacific customers.
UC products have one set of EUR and GBP prices for European customers.
What is the most effective way to set up DCs Price Books?
A. Create three Price Books, one for each currency (USD, EUR, GBP),
B. Create three Price Books, one for each region (America, Asia Pacific, Europe).
C. Create four Price Books, one for each unique currency and region (America - USD, Asia Pacific -
D. USD, Europe - EUR, Europe - GBP). Create two Price Books: one for standard USD, EUR, and GBP prices, and one for USD in Asia
C. Create four Price Books, one for each unique currency and region (America - USD, Asia Pacific
Universal Containers wants to provide a 10% discount to Product A, but only when customers who have previously purchased at least one unit of Product A decide to purchase more. The CPQ admin has set up a price rule, but it is currently running on all lines that contain Product
Product A is a subscription product.
How should the CPQ admin prevent this rule from firing when a customer first purchases Product A?
A. Create a condition to evaluate a Summary Variable over previous subscriptions,
B. Create a lookup query to check subscriptions for previously purchased products.
C. A Create a condition that checks that the Quote Line’s Existing checkbox is set to True.
D. Create an Option Constraint with Check Prior Purchases set to True.
C. A Create a condition that checks that the Quote Line’s Existing checkbox is set to True.
The admin at Universal Containers has created a Configuration Attribute in a bundle that allows the end user to choose a picklist field value. A Price Rule has been created in the calculator that will set a discount based on the chosen picklist field value. This discount should be applied on the bundle Product and its Options.
A. Ensure that Apply Immediately has been set to TRUE.
B. Ensure that the Default Object field is set to Quote Line.
C. Ensure that Apply to Product Options has been set to TRUE.
D. Ensure that the Configuration Attribute’s Feature field is set to Null.
C. Ensure that Apply to Product Options has been set to TRUE.
Universal Containers offers a bundle with two Products, Product A should always be added. Product B should be included initially, but can be removed by the user.
What two Option configurations that must be utilized for Product B to meet the requirement?
A. Set Bundle to FALSE.
B. Set Required to FALSE.
C. Set Selected to TRUE.
D. Set Quantity Editable to TRUE.
BSet Required to FALSE.
CSet Selected to TRUE.
Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products 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. Add the Product Family field to the Search Results Field Set on the Product object.
C. Select Product family in the product Results Group Field Name field in Additional Settings.
D. Select Product Family in the Product Search Plugin field in Plugins.
C. Select Product family in the product Results Group Field Name field in Additional Settings.
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
A. Create a new Template Section for each PDF document.
B. Create a new Additional Document on the Quote Template for each PDF document.
C. Select the correct Documents Folder from the Documents field on the Quote Template.
D. Reference each PDF Document in Custom Template Content records.
B. Create a new Additional Document on the Quote Template for each PDF document.
Universal Containers (UC) sells containers in three sizes. The admin has created a bundle product for the container with Product Options for different size lids. The admin 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 Options 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 are sold with each container?
A. Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table to able the invalid options.
B. Create a Product Rule of type Alert.
Create A lookup Query which compares the Configuration Attribute value to the lookup table and warns a Product Rule of type Selection.
C. Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table and select the valid option.
D. Create a Product Rule of type validation.
Create a Lookup Query which compares the Configuration Attribute value 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 value to the lookup table and select the valid option.
A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets.
How should the user achieve this?
A. Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.
B. Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.
C. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.
D. Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price
C. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.
An Admin has created a new bundle, and a separate, unrelated Product Rule. Universal Containers wants the t Rule to fire within this specific bundle.
What is a valid setup for the Configuration Rule?
A. The Configuration Rule must be associated with Product records used in Product Actions.
B. The Configuration Rule must be associated with the Product Feature used within the bundle.
C. The Configuration Rule must be associated with the Product Option records used in Product Actions.
D. The configuration Rule must be associates with the Parent Product in the bundle.
D. The configuration Rule must be associates with the Parent Product in the bundle.
When using Advanced Approvals, a sales rep submits a Quote for Approval. On the Preview Approvals page, multiple Approval Chains display on screen from left-to-right.
How is the approval order determined?
A. The Approval Chains start the same time and are completed independent of other chains.
B. The Approval Chains are completed in the order displayed on screen.
C. The Approval Chain with the lowest Approval Step is completed first.
D. The Approval Chain with the lowest Final Approval Step value is completed first.
D. The Approval Chain with the lowest Final Approval Step value is completed first.
Universal Containers sells Subscription Products with prorated pricing dependent on the total Subscription Term as follows:
- Product A is configured to have a 36 Month Subscription Term (SBQQ__SubscriptionTerm__c = 36) with a List Unit Price of $36,000.
- Product B is configured to have a 1 Month Subscription Term (SBQQ__SubscriptionTerm__c = 1) with a List Unit Price of $2,000,
Each Quote Line has a Quantity of 15. The Quote has a Subscription Term of 18 Months without a discount applied.
5 the expected Prorate Multiplier and resulting Net Total for both Quote Lines?
A. * Product A Prorate Multiplier = 0,5
* Product A Net Total = $270,000
* Product B Prorate Multiplier = 18
* Product B Net Total = $540,000
B. * Product A Prorate Multiplier = 0,5
* Product A Net Total = $270,000
* Product B Prorate Multiplier = 18
* Product B Net Total = $36,000
C.* Product A Prorate Multiplier = 0,5
* Product A Net Total = $270,000
* Product B Prorate Multiplier = 1
* Product B Net Total = $360,000
B. * Product A Prorate Multiplier = 0,5
* Product A Net Total = $270,000
* Product B Prorate Multiplier = 18
* Product B Net Total = $36,000
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 for the Quote Line?
A. USD 118.31
B. USD 100.00
C. USD 125.00
D. USD 116.67
D. USD 116.67
An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.
A. Create a Quote formula field named StartSegment_c that returns 0.
B. Set the Price Dimension’s Type to One-Time.
C. Set the Product’s Default Pricing Table to Standard.
D. Set the Display Order of the Desegment Line action to 1.
C. Set the Product’s Default Pricing Table to Standard.
Universal Containers sells a container management bundle with Product Options representing different service levels. The admin has created a Configuration Attribute for the bundle to let users specify the service level.
What should the admin do to limit the options in the bundle that are displayed to the user when a service level is selected?
A. Create a validation Product Rule that uses a Lookup Query to a custom object and shows a message to the user when an inconsistent option is selected.
B. Create a selection Product Rule that uses a Lookup Query to a custom object and shows or hides Product Options based on the service level.
C. Create a Price Rule that uses a Lookup Query and sets the quantity to zero for any Product Options that are mismatched with the selected service level.
D. Create a filter Product Rule that uses a Lookup Query and shows the relevant Product Options for the selected service level.
B. Create a selection Product Rule that uses a Lookup Query to a custom object and shows or hides Product Options based on the service level.
Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below. Product A is an option in a bundle and has a list price of $100.
Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is applicable?
A. $1,125.00
B. $1,275.00
C. $1,350.00
D. $1,320.00
B. $1,275.00
Universal Containers only sells-fid Products as part of a container Product. The admin wants to hide all lid Products from Product Selection.
A. Set the Product Family value to Accessory.
B. Check the Component checkbox.
C. Include lid Products in the description of container Products.
D. Check the Hidden checkbox.
B. Check the Component checkbox.
Universal Containers has a product that can either be sold in increments of one year or can be purchased by customers and priced per month until the customer cancels their subscription.
Which two actions should the admin take to set this product up so it can be renewed or last perpetually? Choose 2 answers
A. Expose the Subscription Type field in the Quote Line Editor, allowing sales reps to choose between Renewable and Evergreen.
B. Set the product up to use the Renewable/Evergreen value in the Subscription Type field.
C. Set the product up to use the Renewable value in the Subscription Type field.
D. Create a workflow rule to check the Evergreen checkbox on the generated contract.
A. Expose the Subscription Type field in the Quote Line Editor, allowing sales reps to choose between Renewable and Evergreen.
B. Set the product up to use the Renewable/Evergreen value in the Subscription Type field.
An admin has created a bundle with four Product Options for Products A, B, C, and D.
When configuring the bundle, the user should not be allowed to select both Product C and Product D at the time.
How should the admin set up Bundle A to accomplish this?
A. Create an Option Constraint and set Type = Dependency
B. Create a Product Feature and set both Min Options and Max Options to 4.
C. Create an Option Constraint and set Type = Exclusion.
D. Create a Product Feature and set both Min Options and Max Options to 1.
C. Create an Option Constraint and set Type = Exclusion.
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.
C. Change the product option field Apply Immediately to True.
Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?
A. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
B. Create a Filter Product Rule and Product Action with Type set to Optional Filter.
C. Set the Default field on the Add Products Custom Action to TRUE.
D. Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.
A. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
An annual subscription for Product A sells for $100 and has a Term Discount Schedule established on its Product record. A volume-based Discount Schedule is related to Contracted Price that applies to Product
A Product A is added to a Quote for an Account that uses the Contracted Price. As quoted, product A qualifies for a 10% volume-based discount and a $20 term-based discount.
Which values for Special Price and Regular Price are expected if the Quote’s Subscription Term is 24 months?
A. Special Price = $100, Regular Price = $144
B. Special Price = $90, Regular Price = $140
C. Special Price = $72, Regular Price = $144
D. Special Price = $100, Regular Price = $140
D. Special Price = $100, Regular Price = $140B. Subscription Term unit: Month
Subscription Prorate Precision: Month
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
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
C. Default filter
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval.
Which two actions could the admin take to meet the business requirement?
Choose 2 answers
A. Change the value of a field in the Calculating Fields Field Set.
B. Q Create a new Lightning button to trigger recalculation.
C. Add the Calculate button to the quote layout.
D. Create a Flow to trigger recalculation upon record save.
B. Q Create a new Lightning button to trigger recalculation.
D. Create a Flow to trigger recalculation upon record save.
Universal Containers wants to notify its users when approval is required to discourage users from discounting while in the Quote Line Editor.
Which type of Product Rule should be used to meet this requirement?
A. Validation
B. Filter
C. Alert
D. Selection
C. Alert
An admin has created their first two Search Filters, One filter is based on Product Code and Hidden = FALSE. The other filter is based on Product Family and Hidden + TRUE.
If the admin leaves Product Code, product Name, and product Family in the Search Filters field set, what appears in the filter pane?
A. Product Code appears twice; product Name and product Family appear once.
B. Only Product Code appears.
C. Product Code appears twice; product Name appears once
D. Only Product Name and Product Code appear.
C. Product Code appears twice; product Name appears once
What does a user need to do before co-terminating a new quote with an existing contract?
A. Set the Contract’s Master Contract field to TRUE and ensure the new Quote has Contracted Method * ‘Single Contract’.
B. Select ‘Single Contract’ for Contracting Method on the original Quote, and Contract Co-Termination ‘Always’ on the Account
C. Set Preserve Bundle Structure to TRUE in the managed package settings and on the Account from which the user creates the Quote.
D. Ensure the Account has active Contracts and uses Contract Co-Termination = ‘Prompt’ and Co-Termination Event = ‘Add-On’’.
B. Select ‘Single Contract’ for Contracting Method on the original Quote, and Contract Co-Termination ‘Always’ on the Account
The sales reps at Universal Containers want the Quote Line Editor to always display the column headers and the Quote Total on the desktop user interface, regardless of how many Quote Lines are present.
How can an admin meet the requirement?
A. Enable Large Quote Experience to freeze the Total and column headers.
B. Enable Compact Mode so all of the Quote Lines fit on the screen at once.
C. Enable Large configurations to freeze the Total and Column Headers.
D. Enable the Group Line items checkbox on the Quote to be checked by default.
A. Enable Large Quote Experience to freeze the Total and column headers.
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
A user created a Quote containing two Products. The Subscription Pricing field on Product A is blank. Product B has Subscription Pricing set to Percent of Total and both Products share the same Percent of Total Category. When the Contract is renewed, both Products are shown in the renewal Quote, but Product A has a Net Total of zero.
Why does Product A have a Net Total of zero?
A. Renewal Model was set to Asset Based at the Account Level.
B. The Asset Conversion behavior on the Product must be set to Allow Renewals.
C. Include Net-New Products in Maintenance must be flagged in CPQ Package settings,
D. Product A is an Asset that the customer already owns.
A. Renewal Model was set to Asset Based at the Account Level.
‘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:
: A List Price of,lncluded.nM
: A Net Price of SO, 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.
What is the correct order of data import to load Quote Template in CPQ?
A. Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions
B. Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions
C. Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions
D. Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions
A. Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions
Universal Containers has a single Price Book for several currencies. The Admin is creating a Primary Quote from an Opportunity and notices the Quote inherits the Price Book from the Opportunity.
Which Product will be available within the Product Selection page?
A. All Products with Price Book Entries in all Active Currencies.
B. All Products with Price Book Entries when Dated Exchange Rates are enabled.
C. All Products with Price Book Entries with a positive Price.
D. All Products with Price Book Entries in the Opportunity/Quote Currency.
D. All Products with Price Book Entries in the Opportunity/Quote Currency.
Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the Quote is another that hides prices when the Quote Primary checkbox is False.
Where should the admin reference the Primary checkbox field to set up this requirement?
A. The Hide Group Subtotals Field on the Quote Template
B. The Hide Totals Field on the Quote Template
C. The Conditional Print Field for each price Line Column
D. The Conditional Print Field of a Template Section for only price Line Columns
C. The Conditional Print Field for each price Line Column
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.
An Admin is working on a primary Quote attached to an Opportunity. The Pricebook & currency on the Quote & opportunity match. However, not all products from the Quote are being transferred to the opportunity, & no error message is displayed. Which 3 reasons explain why these Products failed to create Opportunity Products? Choose 3 answers.
A. ‘‘Exclude from Opportunity’’ is marked on the Product record.
B. Products with a Price of zero do not transfer to the Opportunity.
C. No valid pricebook entry can be found for these products.
D. Validation Rules on the Opportunity product silently fail.
E. Products with an effective quantity of zero do not transfer to the opportunity.
A. ‘‘Exclude from Opportunity’’ is marked on the Product record.
D. Validation Rules on the Opportunity product silently fail.
E. Products with an effective quantity of zero do not transfer to the opportunity.
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.
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.
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.
At Universal Containers, each storage container is configured as a bundle. An important property of the bundle is cubic volume. The volume selected at the bundle level must match the volume of every Product Option.
Which two actions must the Admin take to allow a sales rep to choose a volume that will apply to all Product Options? Choose 2 answers
A. Set up a Lookup Price Rule referencing a custom object.
B. Create a Feature level Configuration Attribute.
C. Set the Configuration Attribute with Apply to Product Options to True.
D. Create a bundle level Configuration Attribute.
C. Set the Configuration Attribute with Apply to Product Options to True.
D. Create a bundle level Configuration Attribute.
‘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
Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote.
How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal?
A. Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions.
B. Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets.
C. Create a Twin Field of the Square Footage field on the Quote Line object.
D. Create a Twin Field of the Square Footage field on the Asset and Subscription objects.
D. Create a Twin Field of the Square Footage field on the Asset and Subscription objects.
Universal Containers has a Quote that contains a Quote Line associated to an Asset Product in addition to another Quote Line.
Which property must be present on the additional Quote Line to create a Subscribed Asset at the time of Contract generation?
A. Subscription Pricing equals Percent Of Total
B. Pricing Method equals Percent Of Total
C. Package equals True
D. Bundled equals True
B. Pricing Method equals Percent Of Total
Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object
What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?
A. Create a twin field on the Campaign object using the same API name as the lookup field.
B. Create and populate a Field Set on the Campaign object named CPQ_Lookup.
C. Add the name of the lookup field into the Line Editor Field Set on the Quote object.
D. Add the lookup field to the Quote Line page layout.
B. Create and populate a Field Set on the Campaign object named CPQ_Lookup.
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 Sections.
D. Update option layout on the parent Product record to Sections.
‘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. {Iquote__r.Additional_Text__c}
C. {ISBQQ__Quote__r.Additional_Text__c}’
D. {ISBQQ__Quote__c.Additional_Text__c}
A. {!quote.Additional_Text__c}
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.
‘UC offers Container B as one of the configurable options of Container
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.’
A. Create a search filter which only shows Container B if Container A is on the quote or owned by the customer.
Universal Containers sells a nonrenewable subscription Product that is priced on a yearly basis.
Which Subscription field values should the admin set to meet this requirement?
A. * Subscription Term: 12
* Subscription Type: One-Time
* Subscription Pricing: Fixed Price
B. * Subscription Term: 1
* Subscription Type: One-Time
* Subscription Pricing: Percent of Total
C. * Subscription Term: 1
* Subscription Type: Evergreen
* Subscription Pricing: Percent of Total
D. * Subscription Term: 12
* Subscription Type: Evergreen
* Subscription Pricing: Fixed Price
A. * Subscription Term: 12
* Subscription Type: One-Time
* Subscription Pricing: Fixed Price
Universal Containers has five Products.
The Percent of Total Category field for the Warranty Product is null.
What would the Warranty’s List Unit Price be If all Products are added to a Quote with a Quantity of 1?
A. $25.00
B. $50 00
C. $35.00
D. $15.00
B. $50 00
Universal Containers sells a monthly subscription service with tiered pricing:
Which approach will allow the Quote Line’s List Price to reflect these tiers?
A. Set the Product’s Pricing Method = List and Create Block Prices.
B. Set the Product’s Pricing Method = Block and Create Block Prices
C. Create a Discount Schedule with Type = Range and Discount Unit = Price.
D. Create a Discount Schedule with Type = Slab and Discount Unit = Amount.
D. Create a Discount Schedule with Type = Slab and Discount Unit = Amount.
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.
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.
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.
When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for each downloadable Product sold.
How should the Admin meet the business requirements?
A. Set Asset Conversion for each downloadable Product to null.
B. Set Asset Conversion for each downloadable Product to a custom value.
C. Set Asset Conversion for each downloadable Product to One per unit.
D. Set Asset Conversion for each downloadable Product to One per Quote Line.
C. Set Asset Conversion for each downloadable Product to One per unit.
A bundle has a Product Option with the Quantity Editable field set to FALSE However, the user can still change the quantity during configuration and save the new value to the Quote Line Editor.
Which property of the Product Option allows for this scenario?
A. Required = FALSE
B. Min Quantity = 1
C. Quantity = NULL
D. Type = Related Product
D. Type = Related 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 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
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.
C. Automate setting the Renewal Quoted checkbox on the current Contract upon creation.
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.
An admin wants users to make changes in the configurator without Product Rules evaluating on every update. Users should be able to manually fire 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. Enable Large Configurations set to TRUE in package settings.
B. Ensure the Apply Rules Custom Action is active.
C. Set Configuration Event on the bundle parent Product record to Always.
D. Create all Product Options with Apply Immediately Context set to NULL.
C. Set Configuration Event on the bundle parent Product record to Always.
Universal Containers wants to update a custom Quote Line field within the Quote Line Editor with a value of Low, Medium, or High to categorize the margin of each Quote Line.
Which approach should the CPQ Specialist recommend to meet this business requirement?
A. A Price Rule with the Calculation Event of On Initialization to update the picklist field
B. A Process Builder on the Quote Line to update the picklist field
C. A Workflow Rule and field update on the Quote Line to update the picklist field
D. A Price Rule with the Calculation Event of After Calculate to update the picklist field
D. A Price Rule with the Calculation Event of After Calculate to update the picklist field
If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure
that another manager will receive Approval requests during the period in which the original
manager is 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 substitute Approver, then add the rule to the existing Approval Chain as the first step.
C. On the original manager’s Approver record, set the Delegated Approver lookup field to
reference a different manager’s Approver record, and set the Delegation End field for the date of the original manager’s return.
D. 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.
C. On the original manager’s Approver record, set the Delegated Approver lookup field to
reference a different manager’s Approver record, and set the Delegation End field for the date of the original manager’s return.
The Require Approved Quote package-level setting prevents CPQ from generating records for which object?
A. Order
B. Quote Document
C. Contracted Price
D. Contract
A. Order
An admin has implemented a new CPQ business requirement In a sandbox. They have created new products and used them to construct a bundle. The admin has also created a Product Rule that automatically selects Product Options when the user selects a specific Configuration Attribute.
In which sequence should the admin migrate the records related to the new CPQ functionality In order to maintain record relationships?
A. Products, attributes, options, rules
B. Products, options, attributes, rules
C. Products, attributes, rules, options
D. Attributes, products, options, rules
B. Products, options, attributes, rules
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 requires its customers to commit to a new 12-month Contract Term whenever requests to modify the existing Contract are made.
Which two steps should the Admin take to generate accurate Order records? Choose 2 answers
A. Use the Evergreen Contract feature to permit existing Contracts to be extended beyond the original term.
B. Renew the existing Contract, amend the Quote Start Date to today, and modify the Quote Lines to reflect a new 12-month term. Process the Renewal using the normal Quote > Order > Contract flow.
C. Amend the existing Contract, updating all Quote Line Quantities to zero, effectively cancelling the Contract. Process the Amendment using the normal Quote > Order > Contract flow.
D. Amend the existing Contract and extend the End Date to 12 month from today. Process the Amendment using the normal Quote > Order > Contract flow.
B. Renew the existing Contract, amend the Quote Start Date to today, and modify the Quote Lines to reflect a new 12-month term. Process the Renewal using the normal Quote > Order > Contract flow.
D. Amend the existing Contract and extend the End Date to 12 month from today. Process the Amendment using the normal Quote > Order > Contract flow.
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.
Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers:
If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21?
A. $1,050.00
B. $1,725.00
C. $1,700.00
D. $1,575.00
C. $1,700.00
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too many clicks. 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. Use Legacy Calculator
B. Enable Quick Calculate
C. Calculate Immediately
C. Calculate Immediately
A Quote has one Quote Line for a subscription product with an End Date that differs from the Quote’s End Date.
Which date will CPQ use to calculate the prorate multiplier?
A. The earliest date
B. The Quote date
C. The Quote Line date
D. The latest date
C. The Quote Line date
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 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 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.
An admin notices the fields placed in the SBQQ_SearchFilter Field Set on the Product object are different than the fields displayed when using the Filter action in Product Selection-Why are the fields shown to the user different than those defined in the SBQQ_SearchFilter Field Set during Product Selection?
A. Check for any Search Filter records that have been created In the org. If present. Search Filters override the values defined in the SBQQ_SearchFilter Field Set
B. Ensure that any fields Included in the SBQQ_SearchFllter Field Set on Product are also included In the SBQQ_SearchResults Field Set
C. Establish a Product Results Group Field Name In the CPQ Package Settings. This enables compatibility with filtering.
D. Set Large Quote Experience in the CPQ Package Settings to True. The enhancements made to search filtering are only available in the Large Quote Experience.
C. Establish a Product Results Group Field Name In the CPQ Package Settings. This enables compatibility with filtering.
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.
C. Set the Order By field on the Quote to Product Family.
D. Enable Allow Multiple Orders from a checkbox on the Quote.
The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.
How should an admin meet the requirement?
A. Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.
B. Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked.
C. Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist
for the Additional Discount Line Column.
D. Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c and
display it in the Quote Line Editor.
C. Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist
for the Additional Discount Line Column.
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.
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
C. The Feature Name field on the Configure Products page
D. HTML Template Content in the Quote document
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.
C. Select the Component checkbox on the Product.
A Universal Containers User states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the Admin check to ensure the Configuration Attribute value is properly saved?
A. A twin field must be created on the Quote object.
B. A twin field must be created on the Product Option object.
C. A twin field must be created on the Product object.
D. A twin filed must be created on the Quote Line object.
D. A twin filed must be created on the Quote Line object.
Universal Containers uses Contracted Pricing to set pricing for specific distributors and those distributors’ business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage. Which two ways can the Admin set Product A back to list price on a business unit account?
A. Set Ignore Parent Contracted Prices to true on the parent contracted price.
B. Create a new contracted price for Product A on the business unit account with a price of $300.
C. Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.
D. Set Ignore Parent Contracted Prices to true on the business unit account record.
B. Create a new contracted price for Product A on the business unit account with a price of $300.
D. Set Ignore Parent Contracted Prices to true on the business unit account record.
When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B’s Quantity should be updated in real time. Apply Immediately has been set on Product Option
Which settings should be used on the Price Rule to meet these requirements?
A. Evaluation Scope = Calculator
Calculator Evaluation Event = Save
B. Evaluation Scope = Configurator
Configurator Evaluation Event = Edit
C. Evaluation Scope = Calculator
Calculator Evaluation Event = Edit
D. Evaluation Scope = Configurator
Configurator Evaluation Event = Save
C. Evaluation Scope = Calculator
Calculator Evaluation Event = Edit
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.
D. Set the Filter Value on the Add Subscriptions Search Filter to Hidden.
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
C. Opportunity object
Universal Containers designates all miscellaneous components with a Product Family that equals MISC. The admin wants to automatically exclude these components from the output document.
What should the admin do to meet this requirement?
A. On the Quote Template record, set the Show Bundled Products checkbox to False.
B. On the Quote Template record, set the Show All Package Products checkbox to True.
C. On the Template Section record, set filter fields to Product Family, Not Equals, and MISC.
D. On each Product record with a family set to MISC, set the Component checkbox to True.
A. On the Quote Template record, set the Show Bundled Products checkbox to False.
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.
When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?
A. The user calculates a Quote.
B. The user selects a Configuration Attribute value for a Product
C. The user saves the Quote.
D. The user selects a Product for the Quote.
D. The user selects a Product for the Quote.
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.
Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep 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.
Sales reps at Universal Containers need to know which Quote Lines are Product Options for other Quote Lines within the Quote Line Editor.
Which setting can the admin toggle to organize Quote Lines in the Line Editor based on the Quote Line’s position within the bundle?
A. Keep Bundle Together
B. Visualize Product Hierarchy
C. Enable Product Option Drawer
D. Preserve Bundle Structure
B. Visualize Product Hierarchy
