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.