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.