SFDC CPQ Cards Flashcards
Universal Containers would like a specific background color for the column heading of the line item table in the output document. Where should the Admin input the correct hex code to meet this display requirement?
A. In the Template Content source editor in place of the previous hex color code.
B. In the Shading Color field on the Quote Template record.
C. In the Group Shading Color field on the Quote Template record.
D. In the Summary Shading Color field on the Line Column records.
D. In the Summary Shading Color field on the Line Column records.
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
What is the correct order for troubleshooting a Quote Document when you receive the error “PDF has failed to render”? (Please select the correct from the list below)
1) Clone the original Quote Template record
2) Delete first section
3) Attempt to Preview Document
4) Clone the record with the newly deleted section
5) Delete another section
6) Attempt to Preview Document
A) 2,4,3,1,5,6
B) 1,2,3,4,5,6
C) 6,1,2,3,5,4
D) 4,1,2,3,5,6
B) 1,2,3,4,5,6
A Lookup Query may return a value to only be used within a Steelbrick managed field.
A) True
B) False
B) False
How are additional discounts entered?
A) Manually into the Additional Discounts field
B) Automatically by the system into the Additional Discounts field
C) Automatically into the Special Price field
D) Manually into the Target Customer Amount field
A) Manually into the Additional Discounts field
What distinguishes an amendment from a renewal opportunity in terms of contract products ?
- Amended opportunity contains only the delta products (quote contains all the contract products)
- Renewal opportunity and quote contains all original products
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
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. 3. 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)
What are the steps for the Quote batch document generation ?
- Enable the feature in package settings - configure
- Create Schedule APEX class MassQuoteDocumentSender
- Qualifying Quote records
- Status = Pending (will change to sent)
- Primary Contact is filled
- Document id is filled on quote
What does ApprovalsArchived__c need to return to properly archive approval records?
A) True
B) False
C) 1
D) 0
C) 1
Universal Containers sells their subscription products only in whole months. The Users at Universal Containers are sometimes entering values into Start Date and End Date and leaving Subscription Term blank. They are finding that subscription pricing is not working as they would expect because the dates they are choosing do not equate to exact months. This leads to pricing that may be a few cents or even a few dollars off. The Admin would like to find a solution that does not require forcing the users to use Subscription Term. What should be done so that the pricing is rounded to the expected value?
A. In the package settings, set Subscription Prorate Precision to Monthly.
B. On the Quote object, set the Subscription Prorate Precision field to Monthly.
C. Create a Price Rule which rounds the Prorate Multiplier to the nearest whole value.
D. Create a Price Rule that takes the user-entered date and calculates a rounded Term
A. In the package settings, set Subscription Prorate Precision to Monthly
Your company wants to utilize guided selling in order to help the Sales Reps correctly
access the products that should be sold. There are 3 questions that will be asked to Sales
Reps:
1. What is the deployment setting?
2. What is the deployment type?
3. What is the number of users at the location?
Your boss has said that the responses available for deployment type should be based on
deployment setting and the responses for the number of users dependent on deployment type.
Based on the above information, what is the correct configuration for setting up Guided Selling?
A) There should 1 Quote Process; 3 Process Inputs; 2 Process Input Conditions. The
conditions should be made on the deployment setting and the deployment type inputs.
B) There should 1 Quote Process; 3 Process Inputs; 2 Process Input Conditions. The
conditions should be made on the deployment type and the number of users inputs.
C) There should be 3 Quote Process with 1 Process Input on each Quote Process. There
should be 1 Process Input Condition on the deployment setting Input and 1 Process
Input Condition on the number of users Input.
D) There should be 3 Quote Process with 1 Process Input on each Quote Process. There
should be 1 Process Input Condition on the deployment type Input and 1 Process Input
Condition on the number of users Input.
B) There should 1 Quote Process; 3 Process Inputs; 2 Process Input Conditions. The
conditions should be made on the deployment type and the number of users inputs.
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
When configuring a bundle, Universal Containers users must select Product B
and Product C in order to add Maintenance Product A. How should the CPQ
admin set this up to meet the requirement?
A) Create an option constraint group “Maintenance” to require that Product A can
only be selected when Product B and Product C are selected.
B) Create a “Dependency” option constraint for Product B and an “Exclusion” option
constraint for Product C.
C) Create two “Exclusion” option constraints for Product B and Product C and have
Product A as the constrained option for both option constraints.
D) Create two “Dependency” option constraints for Product B and Product C and have
Product A as the constraining option for both option constraints.
A) Create an option constraint group “Maintenance” to require that Product A can
only be selected when Product B and Product C are selected.
Which objects can a price rule inject into
(Choose 2 Answers)?
A) Quote
B) Product
C) Quote Line
D) Product Option
A) Quote
C) Quote Line
Universal Containers has a promo code field that is used in a price rule that is filled at the
Quote level. One of the Sales reps say that when they populate the field, the promo price does
not go into effect. What could be the reason behind this issue? (Choose 2 answers)
A) The price field is not included on the configurator layout
B) The price field is not included in the Calculating Fields field set
C) The price field is not included in the Line Editor field set
D) The price rule is not active
B) The price field is not included in the Calculating Fields field set
D) The price rule is not active
How can a user select multiple products at once in the Quote Line Editor?
A) Click each individual record
B) Shift and select the first record and the click on the last record
C) Click on the checkbox at the top of the page
D) Control and click the first record and then click on the last record
B) Shift and select the first record and the click on the last record
How to ensure that Renewal Opportunity and Quote are created when a contract is renewed ?
- Make sure that your account has a contract-based renewal model.
- Click Renewal Forecast on your Contract
- Renewal opportunity contains opportunity products for all the subscriptions on your original quote.
- It has a close date equal to your contract’s end date.
- Click Renewal Quoted on your contract
- The renewal quote starts one day after the renewal opportunity’s close date and has an end date based on your contract’s renewal term
Which of the following is not a part of a Product Bundle?
A) Products
B) Features
C) Options
D) Feature Constraints
D) Feature Constraints
How to hide the bundle options in Line items of the Quote template ?
- Set the Show bundle products to false on Quote template
- There is also a field ‘Hidden’ on the product. If this field is checked the product won’t displayed on the quote template
- OR Product Option - Quote Line Visibility (none, always, editor only, quote document only…)
What are the important renewal fields on the contract?
- Renewal Forecast: renew opportunity
- Renewal Quotes: renew quote
- Renewal Term: change contract term (from 1 year contract to 6 months)
If the contract is set as Master Contract, new contract will go to the master one, instead of creating a new one
What is the behavior of the quantity and quantity editable field on the product option ?
- A blank quantity provides a default quantity of 1 which is editable (editable field is not used in that case)
- Editable is false by default. If a quantity 2 is entered with a blank editable field value, the field is not editable
Universal Containers wants to introduce a new product as an add-on item for an existing bundle that its customers can purchase on a yearly basis. The price of the product will be 15% of the combined prices of the other products and should not contribute value to other Percent of Total subscription products. Which configuration is a valid way to set up this new product?
A. Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: False, Subscription Term: 1
B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12
C. Subscription Pricing: Percent of Total, Percent of Total (%): Exclude from Percent of Total: False Subscription Term: 1
D. Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: True, Subscription Term: 12
B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12
Which field indicates on the product record how it will be converted to an Asset (unit vs line
item)?
Asset Conversion