Salesforce CPQ Specialist Flashcards
Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote.
- Revenue Account on the quote object is set as “Interest Revenue”.
- Product A has been added to the quote line.
- User Count on the account is greater than 25.
According to the business requirements, either the Revenue Account is set to “Interest Revenue” or both Product A needs to exist on the quote line and the User Count needs to be greater than 25 in order for the additional discount to be applied. How can the CPQ Admin set this up in advanced conditions on a price rule to reflect this requirement?
A. 1 OR (2 AND 3)
B. (1 AND 2) OR 3
C. 1 AND 2 OR 3
D. (1 AND 3) OR 2
A. 1 OR (2 AND 3)
Universal Containers sells a subscription Product Z that is sold in yearly segments, but would like to prevent the User from discounting the first segment.
How should the CPQ Admin ensure the User will not be able to discount the first segment? Choose one answer.
A. Write a Price Rule to run when Product Code = Product Z and Segment Index = 1, with a Price Action setting Non Discountable to True.
B. Set First Segment Term Editable to Only Custom Segments in the yearly Price Dimension record.
C. Create two Price Dimensions, then set Non Discountable to False on the first Price Dimension.
D. Write a Price Rule to inject 0 into Additional Discount when Product Code = Product Z and Initial Segment = True.
A. Write a Price Rule to run when Product Code = Product Z and Segment Index = 1, with a Price Action setting Non Discountable to True.
In order to assign a fixed price to a Product based on a range of quantities (which would override the automatic calculation of quantity x unit price) you would use?
A) Block Pricing
B) Contracted Pricing
C) Cost & Markup Pricing
D) List Pricing
A) Block Pricing
To validate inside the Line Editor page, it is best practice to build a standard Salesforce Validation.
A) True, standard Salesforce validation should be setup on the Quote object.
B) True, standard Salesforce validation should be setup on the Quote Line object.
C) False, Steelbrick Price Rule should be used for validation.
D) False, Steelbrick Product Rule should be used for validation.
D) False, Steelbrick Product Rule should be used for validation
Which is the correct format for creating a subgroup label that dynamically pulls the subgroup field value if grouping by Product Family?
A) Subtotal for !Family
B) Subtotal for {Product2.Family}
C) Subtotal for {!Product2.Family}
D) Subtotal for {0},
D) Subtotal for {0}
Admins must create custom objects when leveraging:
A) Summary Variables
B) Quote Templates
C) Lookup tables
D) Amendments
C) Lookup tables
What type(s) of email template formats does SBAA allow?
A) Plain Text
B) HTML
C) Visualforce
D) All of the above,
C) Visualforce
Suppose you have several Product Rules with conditions that evaluate a Configuration Attribute. You want the rules to fire immediately when the user changes the value of the Configuration Attribute. How do you accomplish this?
A) Set the Evaluation Order of the Product Rules to be later than the Evaluation Order of the Configuration Attributes
B) Check the Run Immediately checkbox on the Product Rule records
C) Check the Apply Immediately checkbox on the Configuration Attribute record
D) Add the Product Rules to the related list on the Configuration Attribute record
C) Check the Apply Immediately checkbox on the Configuration Attribute record
Which of the following is not part of the structure of a Pricing Rule?
A) Price Rule Detail
B) Price Display
C) Price Condition
D) Price Action
B) Price Display
In order to apply a filter to the results of a dynamic bundle, admins must create a supporting:
A) Price Rule
B) Product Rule
C) Custom Action
D) Product Option
B) Product Rule
What are the three major features that SBAA offers over standard salesforce approvals? (Choose 3)
A) Group Approvers B) Smart Approvals C) Parallel Approvals D) Email Approvals E) Dynamic Approvals F) Hierarchical Approvals
B) Smart Approvals
C) Parallel Approvals
E) Dynamic Approvals
In order for Contracts and Renewals to work properly, when Contracting the Opportunity, the Quote:
A) must be primary
B) must have a start date
C) Must have subscription items on the quote
D) All of the above
D) All of the above
What additional field is required for all records when using Approval Variables vs. Summary Variables?
A) Combine With
B) Type
C) List Variable
D) Net Variable
B) Type
Which of the following is not a part of a Product Bundle?
A) Products
B) Features
C) Options
D) Feature Constraints
D) Feature Constraints
To assign a specific Discount Schedule to an Account (that is active for a specified Start & End Date) you would create a:
A) Separate Sub–account
B) Contracted Price
C) Summary Variable
D) Price Rule
B) Contracted Price
When using a Price Rule to insert a Discount Schedule, which of the following information is used to identify the specific Discount Schedule:
A) Name of the Discount Schedule
B) Type of the Discount Schedule
C) Salesforce ID of the Discount Schedule
D) Any of the above
C) Salesforce ID of the Discount Schedule
Different types of discounts (amounts and percent) can be specified on each Discount Tiers
A) True
B) False
B) False
Suppose an Ice Cream Cone bundle contains Product Options for Whipped Cream and Cherries. If Whipped Cream must be selected before Cherries become an available choice, Whipped Cream is the :
A) Feature
B) Product Rule
C) Constraining Option
D) Constrained Option
C) Constraining Option
What is the only proper example of how to format for inserted merge data into output document template content?
A) {!quote.SBQQ__ExpirationDate__c}
B) [SBQQ__ExpirationDate__c]
C) !Quote__r.ExpirationDate__c
D) {SBQQ__ExpirationDate__c}
A) {!quote.SBQQ__ExpirationDate__c}
Select the types of Option Constraints available in Steelbrick (Choose 2)
A) Dependency
B) Prerequisite
C) Conflict
D) Exclusion
A) Dependency
D) Exclusion
