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
Discount Schedules can only be assigned to a product record to effect tiered pricing.
A) True
B) False
B) False
Which of the following is the correct API name to enable Overage Rate for Block Prices?
A) Ovrg_Rte\_\_c B) OvreageRate\_\_c C) Overage_Price\_\_c D) Block_Price_Overage\_\_c E) Overage_Rate\_\_c
B) OvreageRate__c
MDQ products are automatically removed from normal Line Item tables whenever an output document includes an MDQ specific table layout in another section.
A) True
B) False
B) False
Dynamic bundles without a filter will show:
A) All Products
B) No Products
C) Produce a user–side error message
D) only options present within the bundle
A) All Products
Formula fields may be used as a Conditional Print Field to control whether a section appears or not.
A) True
B) False
A) True
Upon checking the Contracted checkbox on an Amendment Opportunity, a new Contract is generated.
A) True
B) False
B) False
Which of the following API names identifies a Steelbrick native field?
A) SFDC__PricingMethod__c
B) SBQQ__PricingMethod__c
C) Custom__PricingMethod__c
D) PricingMethod__c
B) SBQQ__PricingMethod__c
Which of the following in–flight contract modifications may preserve bundle structure?
A) Add–on
B) Amendments
B) Amendments
If a Product Option is unavailable for selection because of an Option Constraint, how will this appear to the user?
A) The checkbox or radio button for the Product Option is grayed out
B) The Product Option is hidden from view
C) The Product Option is moved to the bottom of the Feature, beneath all Product Options that are available for selection.
D) The Product Option is moved to a separate Feature named Unavailable Options
A) The checkbox or radio button for the Product Option is grayed out
The picklist used to display Quote Line Views must have which field name?
A) ShowLinePicklistName
B) QuoteLineView
C) EditLinesFieldSetName
D) QuoteLineFieldSetView,
C) EditLinesFieldSetName
Custom actions provide a user clickable button which can:
A) Trigger a workflow rule
B) Present a filtered list of products
C) Populate a managed Steelbrick Field
D) Initiate Price Rule calculations
B) Present a filtered list of products
Which is not a pro–rate precision option (in the Package Settings)?
A) Month
B) Day
C) Month+Day
D) Month+Week
D) Month+Week
Approval rules with a unanimous approval group will create one approval record that tracks all group members approval.
A) True
B) False
B) False
Using Bundles allows you to have multiple price books on an opportunity?
A) True
B) False
B) False
If you had a Pricing Tier that was 1–10, what would you set the Upper Bound quantity to be?
A) 10
B) 9
C) 11
D) 0
C) 11
How do you ensure that the value a user inputs into a Configuration Attribute is preserved so that the user does not need to re–enter it when reconfiguring the bundle at a later time?
A) Add the Configuration Attribute to the ReferencedFields field set
B) Check the “Store Configuration Attribute Values” checkbox in the Steelbrick package settings
C) Check the “Store Value” checkbox on the Configuration Attribute record
D) Create a field on the Quote Line object that has the same data type and API name as the field you created on the Product Option object
D) Create a field on the Quote Line object that has the same data type and API name as the field you created on the Product Option object
Outputting subgroup totals in the proposal document is determined by populating which two fields within the line column at the bottom of which you want the total to display?
A) Summary Label and Summary Function
B) Summary Label and Summary Level
C) Summary Level and Summary Function
D) Sub Group Summary Label and Summary Level
C) Summary Level and Summary Function
In order to control visibility on entire sections or individual line columns, which field must be populated within the template section.
A) Group Field
B) Conditional Print Field
C) Roll–up Field
D) Summary Display
B) Conditional Print Field
Option constraints can be used to constrain products that are not in a bundle.
A) True
B) False
B) False
Upon checking the Contracted checkbox on an Amendment Opportunity, a new Contract is generated.
A) True
B) False
B) False
All approval chains MUST kick off in step 1 of the approval process.
A) True
B) False
B) False
Custom actions provide a user clickable button which can :
A) Trigger a workflow rule
B) Present a filtered list of products
C) Populate a managed Steelbrick Field
D) Initiate Price Rule calculations
B) Present a filtered list of products
A Lookup Query may return a value to only be used within a Steelbrick managed field.
A) True
B) False
B) False
Where will you navigate in order to adjust column width when formatting Quote lines on the output document?
A) Quote object
B) Line Columns
C) Quote Lines Template Content
D) Quote Line object
B) Line Columns
Approver records are not required when using dynamic approvers
A) True
B) False
B) False
Administrators can control the location of Configuration Attributes using row and column orders.
A) True
B) False
A) True
Which of the following is not automated as part of the subscription process in Steelbrick?
A) Prices
B) Prorating
C) Co-terminating contracts
D) Renewal quote opportunity status
D) Renewal quote opportunity status
Composite Summary Variables are Summary Variables that are combined with an additional calculation?
A) True
B) False
A) True
Summary Variables can be used in Rule Conditions.
A) True
B) False
A) True
Which of the following is not a standard pricing method in Steelbrick CPQ?
A)Block Pricing
B)List Pricing
C)Rollback Pricing
D)Cost Pricing
C)Rollback Pricing
What does ApprovalsArchived__c need to return to properly archive approval records?
A) True
B) False
C) 1
D) 0
C) 1
Which type of Discount Schedule would you select if you wanted a blended discount rate applied across all units?
A)Slab
B)Range
C)Block
D)Markup
A)Slab
