CPQ2 Flashcards
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book. When the Product is selected under a bundle, the price should be included as part of the bundle.
How should the Admin meet this requirement?
A. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the Selected field to True.
B. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the System field to True.
C. Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.
Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.
On both Product Option records, set the Required field to True.
D. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the Bundled field to True.
D. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.
On the Product Option, set the Bundled field to True.
Universal Containers would like to display the sum of one of their custom fields within the standard table of the Line Editor. They do not want to replace the subtotal or total fields. Where should the Admin place the custom field to display this total?
A. The Summary Fields field set
B. The Totals Field package setting
C. The Segmented Summary Fields field set
D. The Line Subtotals Total field package setting
A. The Summary Fields field set
The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote Lines and then the team selects the Ordered checkbox.
What updates should the sales operations team expect?
A. An Order without Order Products is created.
B. A second Order is generated with the remaining Quote Lines.
C. An error is thrown informing the user an order already exists.
D. The existing Order is updated with the remaining Quote Lines.
B. A second Order is generated with the remaining Quote Lines.
Universal Containers (UC) offers several enterprise server bundles with professional services. UC has a large catalog of professional services that are compatible with any server. New professional services are constantly being introduced. UC wants to design the product configuration to minimize maintenance and ensure scalability.
Which two actions should the admin take to construct these new bundles?
Choose 2 answers
A. Create a new Custom Action that is filtered to show only Professional Services Products.
B. Create a Dynamic Feature for Professional Services Products.
C. Create a nested bundle that contains all Professional Services Products.
D. Create a Filter Product Rule with a Product Action filtering for Professional Services Products.
B. Create a Dynamic Feature for Professional Services Products.
D. Create a Filter Product Rule with a Product Action filtering for Professional Services Products.
Universal Containers has multiple sales teams that need to select from a subset of the product catalog on the Product Selection page.
Which solution meets the business requirement without creating a separate Price Book?
A. Create a bundle with a Configuration Attribute.
B. Create multiple bundles with validation Product Rules.
C. Create a Hidden Filter in Product Selection based on Profile.
D. Create a Filter Product Rule.
B. Create multiple bundles with validation Product Rules.
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
A. Bundled
B. Required
C. Quantity Editable
D. Selected
A. Bundled
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.
Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval.
Which Approval type best suits UC’s needs?
A. Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel.
B. Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.
C. Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel.
D. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.
D. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.
An admin wants Configuration Attribute X to appear on the configuration page of bundle Y. The value selected will drive a Selection Product Rule and be listed in a Line Item Column in the output document.
On which objects will the admin need to create the Configuration Attribute X custom field to meet this requirement?
A. Configuration Attribute and Product Option
B. Product Option and Quote Line
C. Product Option and Quote
D. Configuration Attribute and Quote
B. Product Option and Quote Line
An admin has created a text field Configuration Attribute for Bundle
The admin wants the attribute to start with a dynamic value the moment the configuration page loads.
Which steps should the admin take to meet this requirement?
A. Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.
B. Create a Process Builder to update the Product Option field that is used for the Configuration
Attribute value. Set the process to trigger upon new record creation.
C. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
D. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.
B. Create a Process Builder to update the Product Option field that is used for the Configuration
Attribute value. Set the process to trigger upon new record creation.
A sales rep at Universal Containers is trying to determine why a new Contract was unable to be created from a recently contracted Order. The sales rep has confirmed that the Order is for a new customer. This is the sales reps first attempt to contract the Order.
What are three troubleshooting steps an admin should take to identify the issue7
Choose 3 answers
A. Confirm that each of the Order Products have been activated.
B. Ensure the Order Start Date is later than the Opportunity Close Date.
C. Check recent Apex Jobs to identify any errors in the contracting process.
D. Verify that the related Opportunity is in Closed/Won status.
E. Ensure there is at least one subscription-based Order Product on the Order.
A. Confirm that each of the Order Products have been activated.
C. Check recent Apex Jobs to identify any errors in the contracting process.
E. Ensure there is at least one subscription-based Order Product on the Order.
While performing an amendment, a sales rep is unable to edit the Additional Discount for an existing subscription Quote Line.
What is the cause of this behavior?
A. A Product Rule is preventing the Additional Discount from being edited.
B. The Non Discountable field is marked True on the Product record for the Quote Line.
C. Additional Discount is a locked field on amendment Quotes.
D. The org is using legacy amendment and renewal service.
B. The Non Discountable field is marked True on the Product record for the Quote Line.
A subscription product that was newly created falls to display In the Product Selection screen when users search for It
What are three possible reasons for this behavior? Choose 3 answers
A. The Component checkbox is TRUE on the Product record.
B. The Active checkbox Is FALSE on the Product record.
C. The Optional checkbox is TRUE on the Product record.
D. The Product Is missing a related Cost record.
E. The Product is missing a Pricebook Entry for the Quote’s Pricebook.
A. The Component checkbox is TRUE on the Product record.
B. The Active checkbox Is FALSE on the Product record.
C. The Optional checkbox is TRUE on the Product record.
When amending a contract, users have reported that the net pricing of some products is Incorrect. The admin has done a preliminary investigation and found that the issue only happens on existing products when the quantity is adjusted.
What is the likely cause’
A. The Use Legacy Amend/Renew Service is TRUE in the package settings.
B. The products have a Discount Schedule and Cross Order Is unselected.
C. The products’ Pricebook Entry prices were changed after the Contract was generated.
D. The Renewal Price and the Net Price on the Upgraded Subscriptions are different values.
B. The products have a Discount Schedule and Cross Order Is unselected.
An admin wants to map Configuration Attribute values to Quote Lines that are for parent bundle products only. The fields are set up to correctly map between Quote Lines and Product Options.
Which setup will ensure this condition is met?
A. On the child options. Apply Immediately is False and Apply Immediately Context is Always.
B. On the Configuration Attribute. Auto-Select is False.
C. On the Configuration Attribute. Apply to Product Options is False.
D. On the bundled parent. Apply to Product Options is False.
D. On the bundled parent. Apply to Product Options is False.
A sales rep at Universal Containers is adjusting pricing for a subscription Product on a new business Quote. The Subscription Term is 24 months. The Product’s Default Subscription Term is 12 months. The Quantity Is 10. The List Unit Price is $120.
If a 10% Volume Discount, 20% Additional Discount, and 5% Partner Discount are applied, what are the values at
each step in the standard price waterfall7
A. Regular Unit Price: S108.00
* Customer Unit Price: S168.00
* Net Unit Price: $156.00
B. Regular Unit Price: $216.00
* Customer Unit Price: S168.00
* Net Unit Price: $156.00
C. Regular Unit Price: $108.00
* Customer Unit Price: S86.40
* Net Unit Price: $82.08
D. Regular Unit Price: $216.00
* Customer Unit Price: $172.80
* Net Unit Price: $164.16
D. Regular Unit Price: $216.00
* Customer Unit Price: $172.80
* Net Unit Price: $164.16
‘UC Admin wants to prevent a Quote Term from being edited by non-admin users.
What should the Admin do to meet this requirement?
A. On the Quote Term record, check the Read-Only checkbox.
B. On the User Profile, make the object Read-Only.’
C. On the Quote Term object, make the Object Read-Only
D. On the Quote Term record, check the Locked checkbox.
D. On the Quote Term record, check the Locked checkbox.
Universal Containers wants to quote a product that will persist until the customer cancels the subscription.
How should the admin set up this product so all downstream processes create perpetual subscriptions?
A. Price Rule should put the value Evergreen into the Subscription Type field on each of that Product’s Quote Lines.
B. The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.
C. The sales rep should create a Quote without an end date or a subscription term associated with it.
D. The value Evergreen should be put into the Subscription Type field on the Product.
A. Price Rule should put the value Evergreen into the Subscription Type field on each of that Product’s Quote Lines.
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?
A. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.
B. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
C. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
D. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.
D. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.
Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote.
At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?
A. The Save or Quick Save buttons are clicked.
B. Override values are subject to Discount Schedule updates made by the Admin.
C. The Opportunity status has changed to Proposal/price Quote.
D. The Quote status has changed to Approved.
A. The Save or Quick Save buttons are clicked.
UC sells Product A with a tiered pricing model using a discount schedule with three discount tiers. They signed an agreement with their client ACME Tools that give this client a 50% discount on Product A with a flat rate for next calendar year.
Which set of actions would meet these requirements?
A. Create a price book specific to ACME Tools with a price book entry at half the price for Product A and create a workflow rule that assigns this price book to all opportunities for ACME Tools.’
B. Create a price rule that clears the discount schedule and injects 50% into the Additional Discount field on the quote lines for Product A when the account associated with the quote is ACME Tools.
C. Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record.
D. Create a price rule that applies the 50% discount to the list price and injects it into the Customer Price field on the quote line when the account associated with the quote is ACME Tools.
C. Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record.
Universal Containers has a bundle with many Features. In one of these Features, Feature A, all Product Options share the same Discount Schedule.
How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?
A. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.
B. Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount schedule.
C. Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox as False on the Discount Schedule.
D. Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as True on the Discount Schedule
A. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.
Universal Containers provide a discount for an enterprise-level customer if a single line’s Net price is above a certain threshold. The Admin has set up a Price Rule with a reference to a custom formula field on the Price Condition to apply the discount automatically. The user has to click calculate twice for the discount to apply.
What is the most likely cause of the issue?
A. The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.
B. The Evaluation Scope of the Price rule is set incorrectly to fire on the configurator, so the Price Rule fires on the configure Products page.
C. The referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically.
D. The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it’s evaluated.
A. The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.
An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs.
Which step should the Admin take to meet this requirement?
A. Set and choose a Category on the Feature.
B. Set Option Layout to Tabs on the Feature.
C. Set Option Layout to Tabs on the Product.
D. Set and choose a Group on the Feature.
C. Set Option Layout to Tabs on the Product.
Universal Containers requires Quotes above a certain quantity threshold to be approved by the regional logistics manager. A custom object defines ail regions and managers. Each Quote is automatically related to its region and its manager.
How should the admin leverage Advanced Approvals to meet the requirement?
A. Create an Approval Rule and use the Approver Field picklist to dynamically assign the Approval to the Regional Manager.
B. Create an Approval Chain and use the Approver Field to dynamically assign the Approval to the Regional Manager.
C. Create an Approval Rule for each Region and select the Regional Manager in the Approver lookup field.
D. Create an Approval Chain with an Approval Rule for each Regional Manager lookup field.
A. Create an Approval Rule and use the Approver Field picklist to dynamically assign the Approval to the Regional Manager.
Universal Containers (UC) defines a Warranty Period in a field on its Products and wants to ensure that this Warranty Period is correctly stored on the Asset record. A twin field has been created on the Asset record. UC contracts from the Order.
When leveraging the twin field functionality to pass this information to the Asset record, on which object should the admin create a twin field’
A. Product Option
B. Order Product
C. Opportunity Product
D. Quote Line
D. Quote Line
A User at Universal Containers created a quote containing two products. Product A is marked as Include in Percent of Total, with Subscription Pricing blank. Product B has Subscription Pricing set to Percent of Total. When the Contract is renewed, both products are shown in the renewal quote, but Product A has a Net Total of zero. Which reason explains why Product A does not have a non-zero total?
A. The Asset Conversion behavior on the Product must be set to Allow Renewals.
B. Product A is an Asset that the Customer already owns, and will not be priced again.
C. Renewal Pricing Method was set to Subscriptions Only at the Account Level.
D. Include Net-New Products in Maintenance must be flagged in CPQ Package settings.
D. Include Net-New Products in Maintenance must be flagged in CPQ Package settings.
Universal Containers has come to an agreement for future pricing with a specific customer. The agreement is for special volume-based, tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
A. Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
B. Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.
C. Create a Discount Schedule and add it to the Discount Schedule field on Product A.
D. Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.
B. Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.
The admin decides to use a Price Rule to set a default 10% discount on Product A if a client has already purchased this item. Product A is an Asset product.
The admin has already created Price Conditions to target Quote Lines for Product A and the appropriate Actions to apply the 10% discount.
Which Summary Variable and Price Condition are needed to apply this Price Rule to Quote Lines for Product the item the customer purchased previously’
A. Create a Summary Variable summing the Quantity field on Asset records for Product A and create a
Price Condition verifying that the Summary Variable is greater than the value 0.
BCreate a Summary Variable summing the Quantity field of Product A from Quote Lines and create a Price Condition verifying that the Summary Variable is greater than the value 1.
CCreate a Summary Variable counting the Asset records for Product A and create a Price Condition verifying that the Quantity field on the Quote Line is greater than the Summary Variable.
DCreate a Summary Variable counting the Asset records for Product A and create a Price Condition with the Tested Field value set to Quantity and the Tested Object value set to Asset is greater than the value 0.
Universal Containers has two products:
- C-STOR-L, which Is a Large Storage Container.
- C-LID-L, which is a Lid for a Large Storage Container.
These are Product Options within the same bundle. C-STOR-L is required before C-LID-L is selected in the bundle. The admin wants to create an Option Constraint.
Which field should C-LID-L be stored in to meet this requirement?
A. Constrained Option
B. Optional SKU
C. Constraining Option
D. Configured SKU
A. Constrained Option
The admin at Universal Containers has a group of Price Rules with Lookup Queries that references a new Rental Rates object. After testing to confirm the Price Rules produce the expected behavior, the Price Rules are ready to be deployed to Production.
In which order should the admin deploy Price Rules with Lookup Queries to align with best practices’?
A. Price Rules, Price Conditions, Rental Rates. Lookup Queries, Price Actions
B. Price Rules, Rental Rates, Lookup Queries, Price Actions, Price Conditions
C. Rental Rates, Price Rules, Price Conditions, Lookup Queries, Price Actions
D. Rental Rates. Lookup Queries. Price Rules. Price Conditions, Price Actions
C. Rental Rates, Price Rules, Price Conditions, Lookup Queries, Price Actions
Universal Containers is rolling out a new version of its Premier Support offering named Premier Pro. The sales operation team wants to ensure that when a sales rep renew an existing Contract with Premier Support, it is replaced with Premier Pro.
What does the Admin need to do to support this business requirement?
A. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
B. Create a Report of all Renewal Quotes with Premier Support Product and replace Quote Lines with Premier Pro.
C. Create a Price Rule to replace Premier Support Quote Lines with Premier Pro.
D. Set the upgrade Target field on the Premier Support Product record to Premier Pro.
A. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
Which two conditions must be met so a user can change the Quantity on an Order Product? Choose 2 answers
A. The package setting Allow Multiple Orders is enabled.
B. The Order is in Draft Status.
C. The Order setting Enable Negative Quantities is enabled.
D. The Ordered checkbox on the Quote must be False.
A. The package setting Allow Multiple Orders is enabled.
D. The Ordered checkbox on the Quote must be False.
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options.
What are three ways the Admin can adjust the design of this bundle to reduce scrolling in configuration? Choose 3 answers
A. Set System to True on the Product Options to be excluded from the configurator.
B. Set Option Selection Method to Add on the Product Features.
C. Group the Product Features of the bundle into tabs using the category field.
D. Change Option layout to Tabs on the bundle Product.
E. Change Enable Large Configuration to True on the bundle Product.
A. Set System to True on the Product Options to be excluded from the configurator.
C. Group the Product Features of the bundle into tabs using the category field.
E. Change Enable Large Configuration to True on the bundle Product.
Which two scenarios can be supported using Amendments? Choose 2 answers
A. Change quantities of existing Products; apply different discounts than original Quote
B. Change quantities of existing Products; maintain same discounts as original Quote
C. Add new Products; co-terminate to existing Contract
D. Add new products; use different End Date from existing Contract
A. Change quantities of existing Products; apply different discounts than original Quote
C. Add new Products; co-terminate to existing Contract
A user at Universal Containers has logged a ticket stating that Cloud Storage Support is priced incorrectly. Based on a Quote with a 12-month Subscription Term and the information below, take the first steps in verifying their claim by calculating the support pricing. What is the calculated List Unit Price the user should see for Cloud Storage Support?
Cloud Storage
List Unit Price - $1,000
Net Unit Price - $500
Default Subscription Term - 12
Subscription Pricing - Fixed Price
Include in Percent of Total - False
Exclude From Percent of Total - False
Cloud Backup
List Unit Price - $500
Net Unit Price - $250
Default Subscription Term - 12
Subscription Pricing - Fixed Price
Include in Percent of Total - TRUE
Exclude From Percent of Total - False
Cloud Storage Ent Replication
List Unit Price - $4,000
Net Unit Price - $2,000
Default Subscription Term - 12
Subscription Pricing - Fixed Price
Include in Percent of Total - TRUE
Exclude From Percent of Total - Flase
Cloud Storage Support
Default Subscription Term - 1
Subscription Pricing - Percent of Total
Percent of Total Base - Net
Percent of Total (%) - 10%
A. $225
B. $25
C. $50
D. $27
A. $225
A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers
A. Ensure the Quote’s Account lookup is populated.
B. Ensure the Opportunity’s Primary Quote lookup is populated.
C. Check the Quote’s Primary checkbox for a value of True.
D. Ensure the Quote’s Opportunity lookup is populated.
E. Check the Quote’s Primary checkbox for a value of False.
A. Ensure the Quote’s Account lookup is populated.
B. Ensure the Opportunity’s Primary Quote lookup is populated.
E. Check the Quote’s Primary checkbox for a value of False.
An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.
How should the Admin make the prices visible again?
A. Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.
B. Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.
C. Go to the Product Option record and check if the Default Pricing Table field is set to Standard.
D. Go to the Product Option record and check if the Price Editable field is False.
A. Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.
Universal Containers (UC) has categorized its Products into three Product Families. When rendering a document, UC wants to separate the Products into different Line Item tables by Product Family.
How should the admin meet the requirement in the most efficient manner?
A. Create a single Template Section, and use the Group Field functionality to ensure appropriate grouping by Product Family.
B. Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Filter field.
C. Create a single Template Section, and use the LineSortField special field to ensure appropriate grouping by Product Family.
D. Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Conditional Print field.
A. Create a single Template Section, and use the Group Field functionality to ensure appropriate grouping by Product Family.
When initially configuring a bundle, all Product Options are visible. A Configuration Attribute combined with a Product Rule is used to hide or show Product Options depending on the value of the Configuration Attribute. The initial configuration was successful, but a user has reported that upon bundle reconfiguration, all Product Options are visible. The Configuration Attribute retains the value that was set initially.
What should the admin do to resolve the issue?
A. Change the Evaluation Event of the Product Rule to Load.
B. Ensure that Apply to Product Options is set to TRUE on the Configuration Attribute.
C. Ensure that Apply Immediately is sc.
D. Change the Evaluation Event of the Product Rule to Always.
C. Ensure that Apply Immediately is sc.
The Universal Containers Admin is creating a custom formula field, Approval Score, on the Quote Line object to calculate approval score. This field will calculate the average approval score for the Quote to determine how many levels of approval the record should go through when submitted.
The Admin planned to use a roll-up summary field on the Quote object to average the Quote Line Approval Score field. The Admin received an error when attempting to create the field. The Quote object has too many roll-up summary fields.
In addition to creating a custom number field on the Quote object to capture the average Approval Score, which action Should the Admin take to resolve the issue?
A. Create a trigger to populate the average Approval Score.
B. Create a Summary Variable and Product Rule to populate the number field with the average Approval Score.
C. Create a Workflow Rule with a Field Update to populate the average Approval Score.
D. Create a Summary Variable and Price Rule to populate the number field with the average Approval Score.
D. Create a Summary Variable and Price Rule to populate the number field with the average Approval Score.
Universal Containers sells Tiny Boxes for $0,005 each. Tiny Boxes are Non Discountable.
How should the admin set the decimal precision for the unit price7
A. Edit the Unit Price field on the Quote Line object and set the precision to 3.
B. Set the Unit Price Scale to 3 in the Pricing and Calculation Package Settings.
C. Set the Unit Price Scale field to 3 on the tiny boxes Product record.
D. Use a Price Rule that sets the Net Unit Price to $0,005 when the product is added to a Quote.
B. Set the Unit Price Scale to 3 in the Pricing and Calculation Package Settings.
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have
agreed to a Quantity of 100 licenses for the term of the Contract.
The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses.
After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of:
*The original Subscription
*The first amended Subscription
*The second amended Subscription
A. 120, -20, 40
B. 100, -20, 40
C. 100, 80, 120
D. 80, 0, 40
C. 100, 80, 120
Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date.
What should the admin configure in the product to meet this requirement?
A. When creating the Product record, the SBQQ__SubscriptionType__c field and the
SBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the Quote
Line record to define the number of months of Support requested by the customer.
B. A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the
SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support
requested by the customer.
C. When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use the
SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support
requested by the customer.
D. When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Use
the SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months of
Support requested by the customer.
B. A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the
SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support
requested by the customer.
Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option’s quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement?
A. Select the Multiplier checkbox on the Bundle.
B. Select the Bundled checkbox on the Product Option.
C. Select Component as the Type field on the Product Option.
D. Select the Quantity Editable checkbox on the Product Option.
C. Select Component as the Type field on the Product Option.
Which three CPQ pricing functionalities contribute to Regular Price during the price calculation sequence? Choose 3 answers
A. Additional Discount Fields
B. Prorate Multiplier
C. Contracted Price
D. Target Customer Amount
E. Discount Schedules
B. Prorate Multiplier
C. Contracted Price
E. Discount Schedules
The products sold by Universal Containers (UC) have a Product Family of Hardware or Software. Each Quote should only contain one of the Product Families. At the time of Quote creation, the sale rep is required to populate a custom picklist with the API name Family__c with values of Hardware and Software.
If the sales rep selects Hardware for the Family__c field, the rep should only be able to add Products with the Product Family of Hardware to the Quote. The same premise applies for the value Software for the Family__c field.
How should the Admin meet this requirement?
A. Create a Custom Action Condition related to the Add Products Custom Action where:
Target Object is Quote
Field is Family__c
Filter value is Product Family
B. Create a Custom Action Condition related to the Add Products Custom Action where:
Target object is Product
Field is Product Family
Filter Value is Family__c
C. Create a Search Filter related to the Add Products Custom Action Where:
Target Object is Quote
Target Field is Family__c
Operator is Equals
Filter Source Object is Product
Filter Source Field is Product Family
Hidden is True
D. Create a Search Filter related to the Add Products Custom Action Where:
Target Family is Product
Target Field is Product Family
Operator is Equals
Filter Source Object is Quote
Filter Source Field is Family__c
Hidden is True.
A. Create a Custom Action Condition related to the Add Products Custom Action where:
Target Object is Quote
Field is Family__c
Filter value is Product Family
The Admin at Universal Containers has a requirement within a specific bundle to ensure that product B it is automatically selected when the User selects Product.
The Admin correctly configured it Product Rule to meet this requirement, however the rule does not fire when Product A is selected. What needs to be adjusted so that the Product Rule fires as expected?
A. Set Apply Immediately to True on Product record for Product A.
B. Set Apply Immediately to True on Product record for Product B.
C. Set Apply Immediately to True on Product Option record for Product B.
D. Set Apply Immediately to True on Product Option record for Product A.
A. Set Apply Immediately to True on Product record for Product A.
A user is unable to see a particular Product on the Product Selection screen when clicking Add Products.
What are two potential reasons the Product is unavailable
Choose 2 answers
A. The Hidden checkbox on the Product record is set to TRUE.
B. The Add Products button has a Custom Action Condition
associated to it.
C. The Component checkbox on the Product record is set to TRUE.
D. The Add Products button has a Search Filter associated to it.
C. The Component checkbox on the Product record is set to TRUE.
D. The Add Products button has a Search Filter associated to it.
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
A. One or more Price Condition records use a formula that references a non-CPQ object field.
B. One or more Price Condition records have a lookup to a Summary Variable.
C. The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.
D. The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.
C. The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.
Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC’s business model requires that Approval requests are assigned to the user’s direct manager.
How can the admin ensure that these Approval Rules assign generated Approvals to the user’s manager?
A. Set Next Automated Approver Determined By to Manager on the Approval Process.
B. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user’s manager.
C. Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.
D. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user’s manager’s User ID.
D. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user’s manager’s User ID.
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal
Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?
A. Clone the original Quote and update Quote Type to Renewal.
B. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related
list.
C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
D. Create Renewal Quotes using the Renew Contracts button from the Account’s Contract Related list.
C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
D. Create Renewal Quotes using the Renew Contracts button from the Account’s Contract Related list.
The Admin wants to ensure that within one bundle. Products A and B cannot both be added to the quote. During Configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than product B. Which setup should the Admin use to meet these requirements?
A. Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.
B. A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product B.
C. A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.
D. A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.
B. A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product B.
Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?
A. Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.
B. Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.
C. Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.
D. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add
C. Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.
An admin created a workflow rule to automatically generate the renewal Opportunity and Quote when a user activities the Contract. The Renewal Pricing Method is set to List. The original Quote contains only standalone fixed-price subscription products and non-subscription product.
What should the user see on the renewal Quote?
A. Additional discounts from the original Quote will automatically populate on the renewal.
B. The renewal Quote start date will be the Contract end date plus one day.
C. Optional products from the original Quote will pull into the renewal.
D. All Quote Line items will be pulled through from the original Quote.
A. Additional discounts from the original Quote will automatically populate on the renewal.
Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes.
How should the Admin set up this data flow?
A. A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.
B. Renewal Quote Line values are automatically mapped from original Quote Lines.
C. A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.
D. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.
D. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?
A. Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.
B. Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.
C. Create an HTML Template Content record with three tables to represent each Product Family.
D. Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.
B. Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?
A. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.
B. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
C. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
D. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.
C. Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates.
At the same time, the Account Management team wants to ensure that all items from one order appear on one contract.
What are two ways the CPQ specialist can meet these requirements’
Choose 2 answers
A. Set Order Product Date to Today when the record is created using Process Builder.
B. Set Contracting Method on the Order to Single Contract.
C. Set package Default Order Start Date to Today.
D. Set Quote Contracting Method to By Subscription End Date.
B. Set Contracting Method on the Order to Single Contract.
C. Set package Default Order Start Date to Today.
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest approver required.
D. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
D. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes. Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color,
and size during configuration.
What CPQ functionality can UC’s Admin leverage to meet this requirement?
A. Configuration Attributes.
B. Product Options.
C. Product Features.
D. Option constraints.
A. Configuration Attributes.
Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has created a Product Rule with a Configuration Rule.
Which additional supporting records should the Admin configure so the Product Rule meets this requirement?
A. An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product.
B. An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software.
C. An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products.
D. An Error Condition should check the Product Family value on the Product Option record. A Product Action using the Filter Field should Hide the Products.
B. An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software.
A sales rep at Universal Containers Is configuring an amendment Quote. The original Quote featured a single annual Subscription with a Net Unit Price of $600, a Quantity of 10, and a Subscription Term of 24 months. Ten months into the term of the Contract, the sales rep wants to issue a prorated refund for the original purchase and quote a new, more expensive Subscription In its place.
Using the standard price waterfall, what is the expected Net Total of the amended Subscription once the Quantity is set to cr
A-S2S0
B-$2,500
C-$350
D-$3,500
B-$2,500
Universal Containers (UC) sells a product that Percent of Total to determine its price. UC wants to ensure that this product is always priced at a minimum of $100, even if the calculated amount falls under $100.
Which two steps should the Admin take to meet this requirement? Choose 2 answers
A. Create a Price Book Entry of $100 for the product
B. Set the Price Book Entry custom field Percent_of _Total_Target_c to $100.
C. Set the product’s Percent of Total Constraint field to List price is minimum.
D. Create a Price Book Entry of $0 for the product.
A. Create a Price Book Entry of $100 for the product
D. Create a Price Book Entry of $0 for the product.
Universal Containers (UC) sells its Products in three currencies: USD, GBP, and EUR. UC wants to make a renewable Support SKU available for selection in only USD and EUR and has completed the necessary configuration and/or record creation to support the behavior.
What is the expected behavior when a user attempts to add the Support SKU to a Quote in each currency?
Options:
A* USD: Product is unavailable In Product Selection
* GBP: Product is unavailable In Product Selection
* EUR: Product is unavailable in Product Selection
B* USD: Added to Quote at Pricebook Entry’s Ust Price
* GBP: Added to Quote with 0 List Price
* EUR: Added to Quote at Pricebook Entry’s List Price
C* USD: Added to Quote at Pricebook Entry’s List Price
* GBP: Product is unavailable in Product Selection
* EUR: Added to Quote at Pricebook Entry’s List Price
D* USD: Error presented to User in Product Selection
* GBP: Error presented to User In Product Selection
* EUR: Error presented to User in Product Selection
C* USD: Added to Quote at Pricebook Entry’s List Price
* GBP: Product is unavailable in Product Selection
* EUR: Added to Quote at Pricebook Entry’s List Price
A Configuration Attribute displays a Product Option picklist field named Custom_Picklist__c. A picklist field with the same name exists on the Quote Line object, and is set to restrict the picklist to the values defined in the value set. The Quote Line picklist contains fewer values than the field from the Product Option.
Which behavior can the user expect if they choose a value for the configuration attribute that is unique to the Product Option picklist, and then tries to save the bundle?
A. The selected value is saved to the quote line field.
B. An error message appears that prevents saving the configuration.
C. The Save button is gray and unavailable In the configurator.
D. A null value is saved to the quote line field.
B. An error message appears that prevents saving the configuration.
How can an Admin prevent users from reconfiguring a specific bundle after initial configuration?
A. Set the Configuration Type to Disabled.
B. Set the Configuration Type to Allowed and Configuration Event to Always.
C. Set the Configuration Type to Allowed and Configuration Event to Add.
D. Set the Active checkbox on Reconfigure Line Custom Action to False.
C. Set the Configuration Type to Allowed and Configuration Event to Add.
Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10.
Each region has some Products which are region-specific and unavailable to users from other regions. Managers can add Products to a sales rep’s Quotes that are inaccessible to other sales reps.
Which two steps should the Admin take to meet the business requirement? Choose 2 answers
A. Add a Search Filter to the add Products Custom Action to filter Products based on the current user.
B. Create a single Price Book with all Products. Share the Price Book with all users.
C. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.
D. Use Product rules to hide Products from some sales reps.
C. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.
D. Use Product rules to hide Products from some sales reps.
Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF?
A. Create a Quote picklist field named output Language, With language codes as values.
B. Create Localization records for individual Quote Terms for all three languages.
C. Enable ‘‘Allow Output in Different Languages’’ In the managed package settings.
D. Set the Quote Term field Language to the desired output language for each Quote Term.
A. Create a Quote picklist field named output Language, With language codes as values.
B. Create Localization records for individual Quote Terms for all three languages.
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.
A. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
Upon renewal of a Contract, a user has reported that bundles are being created without preserving the structure This leads to validation errors and unwanted price changes. The admin has identified that Preserve Bundle Structure is set to FALSE on a system generated Contract record.
What should the admin do to prevent this Issue from happening In the future?
A. Set Preserve Bundle Structure to TRUE on existing Account Records, and update the Re-evaluate
Bundle Logic on Renewals setting in the Installed Package Settings to TRUE.
B. Set Preserve Bundle Structure to TRUE on existing Contract and Account Records, and update the Preserve Bundle Structure setting in the Installed Package Settings to TRUE,
C. Set Preserve Bundle Structure to TRUE on existing Account Records, and change the default field value on the Contract object to TRUE.
D. Set Preserve Bundle Structure to TRUE on existing Contract Records, and set field level security for Preserve Bundle Structure on the Contract object to only be editable by System Admins.
A. Set Preserve Bundle Structure to TRUE on existing Account Records, and update the Re-evaluate
Bundle Logic on Renewals setting in the Installed Package Settings to TRUE.
Universal Containers has an add-on Product that can only be sold as part of bundles.
Which two steps should the admin take to meet this requirement?
Choose 2 answers
A. Create a Product Option record referencing the add-on Product for each bundle.
B. Set the Customer Community Availability pick list on the add-on Product to Never,
C. Create a Product Feature record referencing the add-on Product.
D. Set the Component checkbox to True on the add-on Product record.
A. Create a Product Option record referencing the add-on Product for each bundle.
D. Set the Component checkbox to True on the add-on Product record.
Universal Containers (UC) sells Its Support SKU both as a stand-alone Product and a Product Option within a bundle. When sold as a stand-alone Product, the expected List Unit Price Is si,000. When sold as part of a bundle, UC wants to reduce the List Unit Price to S800.
What should the admin do to meet the requirement?
A. Enter 20 into the SBQQ__Discount__c field on the Product Option to reduce the price from $1,000 to $800.
B. Enter 800 Into the SBQQ__UnitPrice__c field on the Product Option to define a bundle-specific price for Support.
C. Create a Product Rule to Insert 800 into the SBQQ__ListPrice__c field on the Quote Line when the SBQQ RequlredBv__c field is blank.
D. Create a workflow rule to insert 800 into the SBQQ__ListPrice__c field on the Quote Line when the SBQQ__RequiredBy__c field is blank.
A. Enter 20 into the SBQQ__Discount__c field on the Product Option to reduce the price from $1,000 to $800.
Universal Containers (UC) is a reseller of a Product made by another company. UC wants to price the Product based on the Cost that UC pays for it.
How should the admin set the Cost for this Product?
A. Add the Cost to the Product’s Price Book Entry Cost field. ^
B. Use a Price Rule to set the Cost field on the Quote Line.
C. A Create a Cost record in the Product’s Costs related list.
D. Add a Cost Discount Schedule to the Products Discount Schedule related list.
C. A Create a Cost record in the Product’s Costs related list.
Universal Containers sells a total of 100 Products. Thtrt art 80 Products that are generally available for selection by all users (General Access). The remaining 20 Products should only be available to a certain group of users (Special Access).
Which Product Selection and Price Book strategy should the admin utilize to meet the requirement?
A. Create one Price Book that contains all 100 Products. Create a Validation Rule on the Quote object to prevent selection of a Special Access Product based on the level of User access.
B. Create one Price Book that contains all 100 Products. Create a custom Product field to designate General Access and/or Special Access. Utilize Hidden Search Filters to support dynamic Product visibility based on the level of User access.
C. Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special Access Price Book with the 20 Special Access Products. Create automation to populate the appropriate Price Book ID into the SBQQ__QuotePrlcebookld__c on the Opportunity.
D. A Create two Price Books: one General Access Price Book with the 30 generally available Products,
and one Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the level of User access.
D. A Create two Price Books: one General Access Price Book with the 30 generally available Products,
and one Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the level of User access.
Universal Containers sells a total of 100 Products. There are 80 Products that are generally available for selection by all users (General Access). The remaining 20 Products should only be available to a certain group of users (Special Access).
Which Product Selection and Price Book strategy should the admin utilize to meet the requirement**
A. Create one Price Book that contains all 100 Products. Create a Validation Rule on the Quote o(M.ect to prevent selection of a Special Access Product based on the level of User access.
B. Create one Price Book that contains all 100 Products. Create a custom Product field to designate Genera! Access and/or Special Access. Utilize Hidden Search Filters to support dynamic Product visibility based on the level of User access.
C. Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special Access Price Book with the 20 Special Access Products. Create automation to populate the appropriate Price Book ID Into the SBQQ__QuotePricebookld__c on the Opportunity.
D. A Create two Price Books: one General Access Price Book with the 80 generally available Products,
and one Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the level of User access.
D. A Create two Price Books: one General Access Price Book with the 80 generally available Products,
and one Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the level of User access.
Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval.
How can the admin meet this requirement?
A. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.
B. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.
C. Using Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.
D. Using Native Approvals, build a custom button to display the approval matrix to users.
B. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.
Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?
Quote line field values:
*List price: $100
*Quantity: 5
Discount Schedule field values:
*Type: Slab
*Discount Unit: Percent
A$480.00
B$450.00
C$500.00
D$470.00
D$470.00
Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor.
Which Salesforce CPQ functionality will satisfy this requirement?
A. Custom page security plug-In script
B. Product Rules of filter type
C. Price Rules
D. Custom Action with Search Filter
D. Custom Action with Search Filter
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
A. Set the Product’s Sort Order as the only null Sort Order of any Product.
B. Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
C. Set the Product Code as the first alphabetically of any Product’s Product Code.
D. Set the Product’s Product Code as the only null Product Code of any Product.
B. Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
Universal Containers’ users are able to generate Quote Documents and navigate to all Quote Document records in the org. These users ^re unable to use the View button on documents created by another user.
How should the admin ensure that users are able to view these documents by default?
A. View All permissions should be granted on the Quote Document object.
B. A workflow rule should be used to change the Document Folder field on the Quote object.
C. The Document Folder chosen in package settings must be visible to all users.
D. View All permissions should be granted on the standard Document object.
C. The Document Folder chosen in package settings must be visible to all users.
Universal Containers (UC) sells Product A for a List Unit Price of S150. One of UCs customers, Cloud Kicks (CK), has negotiated a Contracted Price of S100 for Product A on all of its deals, and has negotiated an additional 10% discretionary discount to be applied for a deal set to close at the end of the month.
If CK purchases 10 units of Product A, what Is the expected List Unit Price, Regular Unit Price, Customer Unit Price, and Net Unit Price?
A* List Unit Price: $100
* Regular Unit Price: $100
* Customer Unit Price: S90
* Net Unit Price: $90
B* List Unit Price: S1S0
* Regular Unit Price: $150
* Customer Unit Price: $100
* Net Unit Price: $90
C* List Unit Price: $150
* Regular Unit Price: $150
* Customer Unit Price: $140
* Net Unit Price: $140
D* List Unit Price: $150
* Regular Unit Price: $100
* Customer Unit Price: $90
* Net Unit Price: $90
D* List Unit Price: $150
* Regular Unit Price: $100
* Customer Unit Price: $90
* Net Unit Price: $90
An Admin created a picklist field on the Product Option object called Picklist123__c. The Admin created a configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123__c. The Admin
selected Bundle Z during Product Selection and populated a value for Picklist123__c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value
populated in the Configuration Attribute has reverted.
How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured?
A. Create a Workflow Rule that updates the Product Option field upon entering configuration.
B. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field.
C. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.
D. Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value pairs.
C. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.
An Admin created a picklist field on the Product Option object called Picklist123__c. The Admin created a configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123__c. The Admin selected Bundle Z during Product Selection and populated a value for Picklist123__c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value
populated in the Configuration Attribute has reverted.
How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured?
A. Create a Workflow Rule that updates the Product Option field upon entering configuration.
B. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field.
C. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.
D. Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value pairs.
C. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?
A. Separate Quotes must be created for each unique Start Date.
B. Set both the Order by Quote Line Group and Ordered
checkboxes to True.
C. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
D. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
D. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?
A. The Revised Quantity has been set on the Subscription record.
B. The Products have a Discount Schedule and Cross Order is not selected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. A Price Rule is firing On Calculate and changing the Effective Quantity.
B. The Products have a Discount Schedule and Cross Order is not selected.
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature?
Choose 2 answers
A. Contracted Price
B. Product Option
C. Segmented Product
D. Product
A. Contracted Price
B. Product Option
Universal Containers is utilizing Lookup Price Rules to pull Daily Rate values from the Rental Rates object. After activating the Price Rule, the admin notices the Daily Rate value remains blank, but the user is still able to save the quote.
Which aspect of the Price Rule should the admin review to identify the underlying issue?
A. Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately.
B. Confirm the Conditions of the Price Rule are configured accurately based on expected behavior,
C. Confirm the Tested Field(s) referenced In the Lookup Queries of the Price Rule exist on the Lookup object.
D. Confirm the Lookup Queries of the Price Rule are configured to pull only a single referenced value from the Lookup object.
A. Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately.
A user has created an Amendment Quote. Opportunity Product records were created for only some Quote Lines.
What are two reasons that could explain this behavior?
Choose 2 answers
A. Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0.
B. The Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings.
C. The Price Book Entry of the Product has been set to Inactive.
D. The Exclude from Opportunity checkbox on the Product has been set to TRUE.
A. Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0.
D. The Exclude from Opportunity checkbox on the Product has been set to TRUE.
An admin sets Asset Conversion for a non-subscription Product A to ‘One per unit.’ A sales rep creates a quote that includes Product A with a quantity of 2. Sales Operations creates an order from the quote, then creates a contract from the order, then creates a renewal opportunity from the contract.
Which object(s) show multiple records related to Product A?
A. Asset and Order Product
B. Order Product
C. Asset and Opportunity Product
D. Asset
A. Asset and Order Product
The Edit Lines Field Set Name special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor?
A. The fields that trigger a calculation event to occur.
B. The fields that appear in the Quote Line Drawer.
C. The Quote Line fields that are visible.
D. The Quote fields that may be edited.
C. The Quote Line fields that are visible.
An Admin at Universal Containers wants to set up a product bundle that dynamically generates SKUs depending on what their users choose during the selling process. Which three fields are required for this type of configuration?
A. Component Code Position
B. Custom Configuration Page
C. Component Description Pattern
D. Component Code
E. Configured Code Pattern
A. Component Code Position
D. Component Code
E. Configured Code Pattern
Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.
In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement?
Choose 2 answers
A. Set the Conditional Print Field on the Line Column record.
B. Include Monthly Price in the Quote Line Editor Field set.
C. Create a custom formula Indicating if the Payment Terms are Net 30.
D. Create an additional Line Items section without the Monthly Price field.
A. Set the Conditional Print Field on the Line Column record.
C. Create a custom formula Indicating if the Payment Terms are Net 30.
Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has configured this without cloning bundles or pricebooks.
A single quote can contain products for consumption anywhere in the country.
A custom object has been created to maintain a Price Multiplier per product per geographic are
a. The quote document should display the List Price of the appropriate geographic area.
How should the CPQ specialist complete the configuration?
A. Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.
B. Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the
multiplier and apply it to the custom List Unit Price field on the Quote Line.
C. Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.
D. Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.
B. Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the
multiplier and apply it to the custom List Unit Price field on the Quote Line.
Universal Containers (UC) has rolled out a new product, Warranty, priced as 10% of all the hardware products on the Quote. After implementing, UC realizes that the price is calculating a percentage of the prices before discounts have been applied, whereas UC actually wants it to reflect the discounted prices.
Which field should UC update to ensure the pricing is correct to meet the requirement?
A. Update Percent of Total (%) on the hardware products to 10.
B. Update Percent of Total Target on Warranty to Standard Warranty.
C. Update Percent of Total Category on the hardware products to Hardware.
D. Update Percent of Total Base on Warranty to Net Price.
D. Update Percent of Total Base on Warranty to Net Price.
Universal Containers has developed a new subscription Product that will replace another su
The admin needs to ensure:
- Only the new Product can be added to new Quotes.
- Contracts with the old Product can be amended.
- Renewals will be created with the replacement Product.
Which two actions should the admin take to meet the requirements?
Choose 2 answers
A. Uncheck the Active field on all Price Book entries for the old Product.
B. Set the Renewal Product field on the old Product to lookup to the new Product.
C. Update the SBQQ__Product__c field on the Subscriptions that need to be renewed.
D. Make the Product unavailable by unchecking the Active field on the old Product.
B. Set the Renewal Product field on the old Product to lookup to the new Product.
C. Update the SBQQ__Product__c field on the Subscriptions that need to be renewed.
Universal Containers has developed a new subscription Product that will replace another subscription Product.
The admin needs to ensure:
- Only the new Product can be added to new Quotes.
- Contracts with the old Product can be amended.
- Renewals will be created with the replacement Product.
Which two actions should the admin take to meet the requirements?
Choose 2 answers
A. Uncheck the Active field on all Price Book entries for the old Product.
B. Set the Renewal Product field on the old Product to lookup to the new Product.
C. Update the SBQQ__Product__c field on the Subscriptions that need to be renewed.
D. Make the Product unavailable by unchecking the Active field on the old Product.
B. Set the Renewal Product field on the old Product to lookup to the new Product.
C. Update the SBQQ__Product__c field on the Subscriptions that need to be renewed.
An Admin is creating a Product Rule with an Advanced Condition.
How should the Admin reference a specific Error Condition record in the text of the Advanced Condition field?
A. API name of the field in the Tested field.
B. Salesforce ID of the Error Condition record.
C. Value of the Index field.
D. Value of the Condition # field.
C. Value of the Index field.
The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the Admin set up the Product to meet both requirements?
A. Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.
B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the ‘‘Number’’ filed.
C. Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.
D. Create two Product Options, Maintenance and Support. The Support option should have a lower value in the ‘‘Number’’ field.
B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the ‘‘Number’’ filed.
The Admin at Universal Containers set up a Price Rule to override List Price with a discounted promotional price. The Price Action has a formula which is as follows: SBQQ_ListPrice_c * (1 – Promotional_Discount_c). The Admin is finding that every Calculate is clicked, the price is adjusted. For example, if List Price is $10.00 and promotional discount is 10%: 10.00 * (1 – 020) = 9.00. The next time calculate is clicked, the following calculation takes place: 9 * (1-0.10) = 8.10. If List Price must be overridden, how can this problem be fixed?
A. The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula.
B. Create a field to hold the Price Book price and populate on Quote creation with a Workflow Rule for use in the formula.
C. Create a field to hold the Price Book price, and populate Before Calculate with … Price Rule for use in the formula.
D. The Salesforce CPQ package has an MSRP field which should be used instead of Last Price in the formula.
A. The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula.
An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted.
Which setting should the Admin change to meet the business requirement?
A. Set the Product field Asset Conversion picklist to One per Unit.
B. Set the CPQ Package setting Renewal Model to Asset Based.
C. Set the Account field Renewal Model to Asset Based.
D. Set the Product field Asset Amendment Behavior picklist to Allow Refund.
A. Set the Product field Asset Conversion picklist to One per Unit.
An admin has constructed a Price Rule that utilizes a Lookup Object and Lookup Queries. In a given scenario, two lookup records meet the Query criteria for a single Quote Line.
Which behavior can the admin expect in this scenario?
A. The value from the second record sorted alphabetically by Name is applied to the Target Field.
B. The Target Field maintains its original value and an error
message appears in the Quote Line Editor.
C. The value from the record that was created most recently is applied to the Target Field.
D. The value from the first record sorted alphabetically by Name is applied to the Target Field.
B. The Target Field maintains its original value and an error
message appears in the Quote Line Editor.
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
D. Product Option, Product Feature, Product, Option Constraints, Configuration Attributes
The Admin at Universal Containers recently created a new custom field referenced on the Target Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price Action failed to populate the custom field. The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate.
How can the Admin ensure this custom field can be referenced by the calculator?
A. The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules.
B. Revoke the Advanced Calculator and re-authorize the Calculation Service.
C. Rename the custom field label, then recreate the Price Action to reference the new field label.
D. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.
D. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.
When sold a la carte, a processor Product should be priced at USD 200 and EUR 150. When sold as a component of a laptop bundle in USD, this processor should be priced at USD 180 and EUR 135.
If Universal Containers must enable multi-currency, how should the admin implement this discounted price?
A. Set the Unit Price field on the processor Product Option to a value of 180.
B. Set the Discount % field on the processor Product Option to 10%.
C. Set the Bundled checkbox to True.
D. Create a new Product record with a USD 180 Price Book Entry for the discounted Processor.
C. Set the Bundled checkbox to True.
The Admin at Universal Containers has received feedback about the amount of horizontal scrolling necessary to access Clone and Delete actions on Quote Lines in the Quote Line Editor.
What should the Admin do to resolve this issue?
A. Move the Clone and Delete actions into the Quote Line Editor drawers.
B. Change the Actions Column Placement in package settings to Left.
C. Update the Custom Action Location to left.
D. Set a lower value in the Display Order field in the Custom Action record.
A. Move the Clone and Delete actions into the Quote Line Editor drawers.
‘UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote.
Which two represent a valid configuration to meet this requirement? Choose 2 answers
A. Pricing Method set to Percent of Total and Subscription Pricing blank
B. Pricing Method set to Custom and Subscription Pricing set to Custom’
C. Pricing Method set to Percent of Total and Subscription Pricing set to Custom
D. Pricing Method set to List and Subscription Pricing set to Percent of Total
A. Pricing Method set to Percent of Total and Subscription Pricing blank
D. Pricing Method set to List and Subscription Pricing set to Percent of Total
Universal Containers (UC).utilizes bundles to sell hardware and related accessories together as a package. Several of the accessories are component-type Options, with quantities dependent on the hardware. UC wants to begin using split Orders to manage a fulfillment process, with Orders broken out based on when items are shipped to the customer.
Whet should UC consider before implementing split Orders ?
A. The hardware bundle and component-type Options can be spilt manually.
B. The hardware bundle and component-type Options can be spilt Into separate Orders without preserving the bundle
structure.
C. The hardware bundle and component-type Options must be placed in the same Order together.
D. The hardware bundle and component-type Options can be split using the Order By field.
B. The hardware bundle and component-type Options can be spilt Into separate Orders without preserving the bundle
structure.
A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers
A. Ensure the Quote’s Account lookup is populated.
B. Ensure the Opportunity’s Primary Quote lookup is populated.
C. Check the Quote’s Primary checkbox for a value of True.
D. Ensure the Quote’s Opportunity lookup is populated.
E. Check the Quote’s Primary checkbox for a value of False.
A. Ensure the Quote’s Account lookup is populated.
B. Ensure the Opportunity’s Primary Quote lookup is populated.
C. Check the Quote’s Primary checkbox for a value of True.
