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JF's SFDC CPQ Cards > SFDC CPQ Cards > Flashcards

SFDC CPQ Cards Flashcards

1
Q

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.

A

D. In the Summary Shading Color field on the Line Column records.

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2
Q

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

A

C) Summary Level and Summary Function

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3
Q

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

A

B) 1,2,3,4,5,6

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4
Q

A Lookup Query may return a value to only be used within a Steelbrick managed field.

A) True
B) False

A

B) False

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5
Q

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

A) Manually into the Additional Discounts field

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6
Q

What distinguishes an amendment from a renewal opportunity in terms of contract products ?

A
  • Amended opportunity contains only the delta products (quote contains all the contract products)
  • Renewal opportunity and quote contains all original products
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7
Q

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

A

D) False, Steelbrick Product Rule should be used for validation

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8
Q

Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote.

  1. Revenue Account on the quote object is set as “Interest Revenue”.
  2. 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

A) 1 OR (2 AND 3)

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9
Q

What are the steps for the Quote batch document generation ?

A
  • 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
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10
Q

What does ApprovalsArchived__c need to return to properly archive approval records?

A) True
B) False
C) 1
D) 0

A

C) 1

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11
Q

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

A. In the package settings, set Subscription Prorate Precision to Monthly

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12
Q

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.

A

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.

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14
Q

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

A

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

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15
Q

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

A) Create an option constraint group “Maintenance” to require that Product A can
only be selected when Product B and Product C are selected.

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16
Q

Which objects can a price rule inject into
(Choose 2 Answers)?

A) Quote
B) Product
C) Quote Line
D) Product Option

A

A) Quote

C) Quote Line

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17
Q

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

A

B) The price field is not included in the Calculating Fields field set
D) The price rule is not active

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18
Q

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

A

B) Shift and select the first record and the click on the last record

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19
Q

How to ensure that Renewal Opportunity and Quote are created when a contract is renewed ?

A
  • 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
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20
Q

Which of the following is not a part of a Product Bundle?

A) Products
B) Features
C) Options
D) Feature Constraints

A

D) Feature Constraints

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21
Q

How to hide the bundle options in Line items of the Quote template ?

A
  • 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…)
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23
Q

What are the important renewal fields on the contract?

A
  • 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
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25
Q

What is the behavior of the quantity and quantity editable field on the product option ?

A
  • 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
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26
Q

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

A

B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12

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27
Q

Which field indicates on the product record how it will be converted to an Asset (unit vs line
item)?

A

Asset Conversion

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28
Q

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

A

B) Contracted Price

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31
Q

Your Admin would like all of the optional products to be displayed separately from non-optional products. The two line item sections have been set up in the quote template and named as follows:
• Required
• Optional
What are the two steps necessary in order to finish setting up the quote template? (Choose 2 Answers)

A) For the Required section: Filter Field: Optional, Filter Operator: Equals, Filter Value: False.
B) For the Required section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True.
C) For the Optional section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True.
D) For the Optional section: Filter Value: Required, Filter Operator: Equals, Filter Value: False.

A

A) For the Required section: Filter Field: Optional, Filter Operator: Equals, Filter Value: False.
C) For the Optional section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True.

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32
Q

How to troubleshoot a quote document template that fails to load?

A

Clone the record, reference it, delete section by section until the document renders

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33
Q

Universal Containers has a bundle configured and wants to add user-selectable
products to the configuration that will affect the bundle price. How should the
CPQ admin configure the bundle?

A) As a product option
B) As a product feature
C) Add a price rule
D) Add a product rule

A

A) As a product option

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35
Q

Universal Containers users Contracted Pricing to set pricing for specific distributors and those distributors’ business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage. Which two ways can the Admin set Product A back to list price on a business unit account?

A. Set Ignore Parent Contracted Prices to true on the parent contracted price.
B. Create a new contracted price for Product A on the business unit account with a price of $300.
C. Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.
D. Set Ignore Parent Contracted Prices to true on the business unit account record.

A

B. Create a new contracted price for Product A on the business unit account with a price of $300.
D. Set Ignore Parent Contracted Prices to true on the business unit account record.

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36
Q

What field can be used by the Sales rep to enter a total amount for the Quote?

A) Total Amount on the Quote record
B) Total Amount on the Quote Line Editor
C) Target Customer Amount on the Quote record
D) Target Customer Amount on the Quote Line Editor

A

D) Target Customer Amount on the Quote Line Editor

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37
Q

Formula fields may be used as a Conditional Print Field to control whether a section appears or not.

A) True
B) False

A

A) True

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38
Q

What field is used to upgrade an asset during renewal?

A

Set ‘upgrade target field’ on the product

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39
Q

What is the correct API name for the special field, Overage Rate?

A) SBQQ__OverageRate__c
B) OverageRate__c
C) Overage_Rate__c
D) Overage_Rate_SBQQ__c

A

B) OverageRate__c

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40
Q

Approver records are not required when using dynamic approvers

A) True
B) False

A

B) False

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41
Q

If you want the discount schedule to change based on the quantity of the product set on the
Quote, which is the correct setup?

A) Aggregation Scope -> Group
B) Discount Schedule -> Quote
C) Aggregation Scope -> Quote
D) Discount Schedule -> Product

A

C) Aggregation Scope -> Quote

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42
Q

What are the 4 different methods to create multiple orders from a quote?

A

Enable Multiple Orders on Package settings

  • Press Create Order on quote (for some quote lines)
  • Check Ordered box on Quote (a second order is created for the remaining lines - as multiple orders option is activated)
  • Select a field in the Order By of the Quote
  • Select ‘Order by quote group’
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43
Q

Universal Containers has a quote with the following Process Inputs. The Admin wants questions that change dynamically based on answers to previous questions. For the first question, if the answer to “What business problem are you solving” is: Consolidated IT, then Server Types should be shown as the only next question. If the answer is “Manage Time & Express,” then Deployment Options and Commercial Segment should be shown and Server Types should be hidden. How should the quote process be set up to meet this requirement.

Process Input: Question
Business Solution: What business problem are you solving?
Server Types : What server types?
Deployment Options: Preferred Deployment Options
Commercial Segment : Commercial Segment

A. Create a Process Input Condition on Business Solution where Server Types equals Consolidated IT. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.
B. Create a Process Input Regulation on Server Types where Business Solution equals Consolidated IT. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.
C. Create a Process Input Condition on Server Types where Business Solution equals Consolidated IT. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.
D. Create a Process Input Condition on Server Types Where Business Solution equals Consolidated IT. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions equals Manager Time & Expense.

A

C. Create a Process Input Condition on Server Types where Business Solution equals Consolidated IT. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.

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44
Q

Which options can be marked on an Contract to get to a Renewal Opportunity? (Choose 2 Answers)

A) Contracted = True
B) Renewal Forecast = True
C) Renewal Quoted = True
D) Amended = True

A

B) Renewal Forecast = True

C) Renewal Quoted = True

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45
Q

Using Bundles allows you to have multiple price books on an opportunity?

A) True
B) False

A

B) False

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47
Q

A User tries to add a specific product to the quote and has typed the full Product Name into the Product Name search filter and clicks apply, but does not see the product in the search results. What is the reason why this product is not displayed?

A. A hidden search filter was set
B. A product rule is firing
C. A quote process is active.
D. ‘Sort Products in Memory” is enabled.

A

A. A hidden search filter was set

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48
Q

The Regular price is the result after applying which discount level?

A) System
B) Partner
C) Distributor
D) Original

A

A) System

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50
Q

What are the different types of system discounts?

A
  • Discount Schedules
  • Contracted prices; they apply in 3 different manners
    • Price change
    • Discount percent
    • Discount schedule (%, amt, unit, total)
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51
Q

You have been requested to include titles for pre-defined groups on the output document.
What are two ways that this can be done?

A) Group Field on the Template Section
B) Group Field on the Quote Template
C) Group Field on the Terms Template
D) Group Field on the Line Items

A

A) Group Field on the Template Section

B) Group Field on the Quote Template

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52
Q

From when a change of a discount schedule configuration does not change the value on the quote ?

A

The quote status is changed to ‘approved’

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53
Q

What type of relationship does Product Consumption Schedule have?

A) One-to-One relationship with Product and Consumption Schedule
B) One-to-Many relationship with Product and Consumption Schedule
C) Many-to-Many relationship with Product and Consumption Schedule
D) One-to-Many relationship with Product and Consumption Rate

A

B) One-to-Many relationship with Product and Consumption Schedule

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54
Q

All approval chains MUST kick off in step 1 of the approval process.

A) True
B) False

A

B) False

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56
Q

What are the 2 ways to override a List Price ?

A
  • Use ‘Custom’ pricing method
    • Set Price Editable and Pricing Editable to TRUE
  • Write a formula on the ORIGINAL price to avoid recursion
    • Discount * Original price = New List Price
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57
Q

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

A) All Products

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59
Q

Which of the following in-flight contract modifications may preserve bundle structure?

A) Add-on
B) Amendments

A

B) Amendments

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60
Q

Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle. The products are in separate features and there is no clear indication that they must be sold together. They implemented a Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly. What other approach should the Admin take to fulfill this requirement?

A. Create an Option Constraint with Type: Add.
B. Create a Configuration Price Rule to add Product B.
C. Create a Product Selection rule to add Product B.
D. Create an Option Constraint with Type: Dependency.

A

C. Create a Product Selection rule to add Product B.

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61
Q

What email template format does SBAA supports ?

- HTML, Visualforce, Text, all

A

Visualforce

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62
Q

Discount Schedules can only be assigned to a product record to effect tiered pricing.

A) True
B) False

A

B) False

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64
Q

How to apply a PoT calculation to the options of the same level ?

A
  • Set the PoT scope field to a value of Component (covers only option of the same level)
    • Package: covers only the bundle parent
    • Both: covers the bundle and option of the same level
    • Hierarchy: covers the entire bundle hierarchy
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65
Q

What are three things that Consumption Schedules Define?

A) Unit of Measurement
B) Term Length
C) Billing Frequency
D) Rating Method

A

A) Unit of Measurement
C) Billing Frequency
D) Rating Method

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66
Q

Which of these is not a valid mapping for using the auto-mapping functionality?

A) Quote Line –> Order Product
B) Product –> Quote Line
C) Product –> Order Product
D) Contract- -> Opportunity

A

C) Product –> Order Product

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67
Q

Universal IT has a Product Family called “Software.” When a Configuration Attribute in their
bundle is set to “Minimum,” all Software products should be hidden with a Product Rule.
Which configuration of conditions and actions should the Admin use to enable this?

A) An Error Condition should be set up to check the Product Family value on the Product
Option record. A Product Action, using the Filter Field, should be used to hide the
Products.
B) An Error Condition should be set up to compare the static value, “Minimum,” against the
Configuration Attribute. A Product Action should be set up for each Product that needs to
be hidden.
C) An Error Condition should be set up to compare the static value, “Minimum,” against the
Configuration Attribute. A Product Action, using the Filter Field, should be used to hide
the Products.

A

C) An Error Condition should be set up to compare the static value, “Minimum,” against the
Configuration Attribute. A Product Action, using the Filter Field, should be used to hide
the Products

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68
Q

What are the Quote templates supported Objects merged fields ?

A
  • Coming from 4 objects
    • !template
    • !quote
    • !primaryContacts
    • !salesRep
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69
Q

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

A

B) Conditional Print Field

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70
Q

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
A

B) Smart Approvals
C) Parallel Approvals
E) Dynamic Approvals

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71
Q

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

A

B) SBQQ__PricingMethod__c

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72
Q

How to allow a user to select a segment length for a subscription product sold in quaterly or yearly manner?

A

One price dimension of type set to custom

- MDQ does not allow usage, only a single one time in segment ‘0’ and monthly only subscriptions

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73
Q

Universal Containers has a custom Quote Line picklist, “Process.” The User will need to set this field for all non-subscription products added to the Quote Line Editor. How should the Admin customize the layout of the Quote Line Editor, so that the Process picklist appears?

A. Update the EditLinesFieldSetName formula to return “Process” in the returned comma-separated stream.
B. Edit the “Line Editor” field set on the Quote Line object and drag in the “Process” field.
C. Edit the “Quote Line Layout” page and drag the Process field into the “Line Editor” section.
D. Add the “Process” field to the “Line Columns” multi-select picklist on the Salesforce CPQ Installed Package settings

A

B. Edit the “Line Editor” field set on the Quote Line object and drag in the “Process” field.

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74
Q

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

A

B) Type

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75
Q

What is the benefit of Global Attributes? (Choose 2 Answers)

A) It extends the functionality of the the Configuration Attribute object
B) It’s a new object that can replace the Configuration Attribute object
C) It can only be used on a single Product Option
D) It can be used across many Product Options

A

A) It extends the functionality of the the Configuration Attribute object
D) It can be used across many Product Options

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76
Q

Which field is used to prevent a product from showing up on the Opportunity?

A

Exclude from Opportunity

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78
Q

UC sells a subscription product X in yearly segments. The user should not be able to discount the first segment. How can this be accomplished?

A) Write a price rule with a price condition checking the product code = product X and a price condition checking segment = 1. Include a price action that marks
Non-Discountable = TRUE
B) Create two price dimensions with Non-Discountable =TRUE on the first dimension
C) Create a price rule that injects $0 into the Additional Discount field when product code =
X and initial segment = 0

A

A) Write a price rule with a price condition checking the product code = product X and a price condition checking segment = 1. Include a price action that marks
Non-Discountable = TRUE

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79
Q

The Admin at Universal Containers received feedback that users are trying to reconfigure bundles on renewals quotes and finding that the Configuration Attribute values are blank and must be manually fixed. This issue is not observed on new business quotes. What is the cause and possible resolution to this problem?

A. Configuration Attributes not configured for renewals; check Preserve for Renewals on Configuration Attribute records.
B. Preserve Bundle Structure not set up on Contract object; create a workflow rule to automatically set to true.
C. Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line.
D. Field mapping not set up; create field on Quote Line with the same API name as the field in the configuration attribute.

A

A. Configuration Attributes not configured for renewals; check Preserve for Renewals on Configuration Attribute records.

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80
Q

How to ensure that a configuration attribute value is checked for the product option and not only the bundle ?

A
  • Set ‘Apply to Product Options’ checkbox on the Configuration Attribute
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81
Q

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

A

C) Salesforce ID of the Discount Schedule

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82
Q

What is the CPQ best practice for ensuring admins and users have the correct permissions?

A) Roles
B) Profiles
C) Permission Sets

A

C) Permission Sets

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83
Q

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
A

B) OvreageRate__c

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84
Q

Admins must create custom objects when leveraging:

A) Summary Variables
B) Quote Templates
C) Lookup tables
D) Amendments

A

C) Lookup tables

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87
Q

What can prevent a watermak image to display on a quote although the image id has been set on the quote watermak field ?

A

The quote status field is equal to approved

Watermark are for draft document

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88
Q

An Admin at Universal Containers wants to configure a bundle with multiple features and have the product code of all options displayed in a single field for easy rendering on the quote document. What should the Admin do to achieve this?

A. Write a custom trigger.
B. Use package product code.
C. Create price rules and formula fields.
D. Combine roll-up fields with formula fields.

A

B. Use package product code.

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89
Q

An Admin has created a Configuration Attribute on the Product A bundle, and now needs an Identical Configuration Attribute on the Product B bundle that saves its value into the same Quote Line field. Which tasks should the Admin complete to meet this business requirement?

A. Check “Apply to Product Options” on the existing Configuration Attribute, then make Product B an option of Product A.
B. Create a second Configuration Attribute on Product B, no further administration required.
C. Create a second Configured Product record for Product B on the existing Configuration Attribute.
D. Create a second Product Option field with identical values, then create a second Configuration Attribute on Product B.

A

A. Check “Apply to Product Options” on the existing Configuration Attribute, then make Product B an option of Product A.

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90
Q

What field is used to manage the number of contracts generated ?

A
  • Order Contracting Method (this field inherits its value from the quote that created your order)
    • By Subscription End Date
    • Single Contract
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91
Q

Universal Containers has a 3 year segmented Product which also has an activation fee.
When generating a Price Rule for this Product, what will the segment index of the activation fee
be?

A) 0
B) 1
C) 2
D) 3

A

A) 0

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92
Q

How to sort products in the product selection screen ?

A

The Product Sort Order field can be used. A low value make the product appear first

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93
Q

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

A

D) Renewal quote opportunity status

94
Q

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

A

C) 11

95
Q

All About Laptops has decided to translate their quote into several languages. They want you to set up the template translations and variables for the localization. What is the correct format for the variable to be in the Template Content?

A) VariableName__c
B) {!Text.VariableName}
C) Text_VariableName!
D) !Text.VariableName

A

B) {!Text.VariableName}

96
Q

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

A

D) All of the above

97
Q

Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of these sections to render on its own page, no matter if the text field fills an entire page or not. Which two will determine how the page breaks?

A. Under the Page Break picklist, select the After option on each of the first three Template Sections.
B. Under the Keep with Previous picklist, select the Always option on each of the Template Sections.
C. Under the Keep Separate picklist, select the Always option on each of the Template Sections.
D. Under the Page Break picklist, select the Before option on each of the last three Template Sections.

A

A. Under the Page Break picklist, select the After option on each of the first three Template Sections.
D. Under the Page Break picklist, select the Before option on each of the last three Template Sections.

98
Q

A customer has an active quote. It is modified to add a contracted discount. Upon recalculate it is not shown though.
What could be the reason ?
- Quote line has not discountable checked ?
- Contracted price is only applied when adding the product?

A

Contacted price is only applied when adding the product

99
Q

How can a discount schedule be created without a set overage rate?

A

Discount Schedule + Block Pricing

100
Q

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

A) {!quote.SBQQ__ExpirationDate__c}

102
Q

If the Contracted box is checked True but no contract is generate what can be done to troubleshoot the situation? (Choose 3 Answers)

A) Unmark the Contracted checkbox
B) Make sure there is a subscription term
C) Make sure there is an account name
D) Make sure there is an end date

A

B) Make sure there is a subscription term
C) Make sure there is an account name
D) Make sure there is an end date

103
Q

A User creates a quote with these details: No subscription pricing products. Default Product record fields have not been altered. Renewal Model is Contract based. The Quote has been contracted. Which records will be generated?

A. Assets will be created on the opportunity for each product in the quote.
B. A contract will be generated with subscription for each product in the quote.
C. Assets will be created on the account for each product in the quote.
D. A contract will be generated with no subscriptions for each product in the quote

A

C. Assets will be created on the account for each product in the quote.
D. A contract will be generated with no subscriptions for each product in the quote

104
Q

The Admin has set up a yearly price dimension on Product Z. The User has added Product Z to a quote with a 30-month subscription term and sees that Year 3 is the partial segment, but the customer requires Year 3 to be a full year. What steps should the Admin take to enable the User to choose which year represents the partial segment?

A. Place the “First Segment Term End Date” field into the Line Editor field set on the Quote object.
B. Place the “Start Date” and “End Date” fields into the Segmented Line Editor field set on the Quote Line object.
C. Place the “Subscription Term” field into the Segmented Line Editor field set on the Quote Line object.
D. Place the “Partial Segment” field into the Segmented Line Editor field set on the Quote Line object.

A

A. Place the “First Segment Term End Date” field into the Line Editor field set on the Quote object.

105
Q

Select the types of Option Constraints available in Steelbrick (Choose 2)

A) Dependency
B) Prerequisite
C) Conflict
D) Exclusion

A

A) Dependency

D) Exclusion

107
Q

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

A

B) False

108
Q

Universal Containers has two different customer Accounts, Coca-Cola and Honest Tea;
Honest Tea is a child account of Coca-Cola. Coca-Cola has a contracted Price of $1000 for
Container Y. However, Universal Containers wants Honest Tea to have a contracted price of
$800 for Container Y. How would you to make the correct adjustment? (Choose 2 Answers)

A) Mark Ignore Parent Contracted Price on Honest Tea
B) Mark Ignore Parent Contracted Price on Coca-Cola
C) Add a Contracted Price to Honest Tea account
D) Add an additional Contracted Price on the parent account

A

A) Mark Ignore Parent Contracted Price on Honest Tea

C) Add a Contracted Price to Honest Tea account

109
Q

What are the important contract renewal fields set on the account?

A
  • Renewal Model (asset or contract based)
  • Renewal Pricing Model (same, list, uplift + %)
  • Preserve Bundle Structure

Contract renewal can be performed from the account related list (’Renew Contracts’ allows selecting several ones) or from the contract itself

110
Q

Formula field can be used as a result of a conditional print field of a section ?

A

True

111
Q

How to group the line items on the quote document ?

A
  • Create groups in the QLE
  • Add the group field on the Quote template or template section records (and not on the line item type of template content record)
112
Q

If two price rules share the same evaluation event, then the result of the first rule can be
used in the creation of the second rule.

A) True
B) False

A

B) False

114
Q

How to create Add-on Opportunity ?

A
  • On account set the contract co-termination fields to allow users to create add-on quotes
    • Set contract co-termination: to Prompt or Always
    • Set the co-termination event: to Add-on
  • When new quote is created, with previous step, a list of contracts pop-ups
    • Add-on opportunity inherits the selected contract end-date and proration is calculated based on entered start-date
115
Q

During the implementation phase, your company discusses having pre-set filters for viewing
products in the Configurator. What setup steps should be done to accomplish this?

A) Create a Product Rule with a Filter Value
B) Create a Product Rule with a Summary Variable set to the filter value
C) Create a Custom Action with a Search Filter and set to Default
D) Create a Custom Action with a Search Filter and leave the Default unchecked

A

C) Create a Custom Action with a Search Filter and set to Default

115
Q

Which of these can not be done with a product rule?

A) Hide
B) Enable
C) Remove
D) Delete

A

D) Delete

117
Q

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

A) Slab

117
Q
  1. What field can be used to look at previous assets when setting up Option Constraints for a
    Product? (Choose 2 answers)

A) SBQQ__CheckPriorPurchases__c
B) SBQQ__Check_Prior_Purchases__c
C) SBQQ.OptionConstraints.SBQQ__CheckPriorPurchases__c
D) SBQQ.Product.CheckPriorPurchases__c

A

A) SBQQ__CheckPriorPurchases__c

C) SBQQ.OptionConstraints.SBQQ__CheckPriorPurchases__c

119
Q

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

A

B) Line Columns

120
Q

What is a valid formula for use in a Price Action where Target Object is Quote Line?

A. SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c
B. SBQQ__Product__r.Name
C. SBQQ__Feature__r.SBQQ__Number__c
D. $User.FirstName

A

B. SBQQ__Product__r.Name

121
Q

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

A

C) Check the Apply Immediately checkbox on the Configuration Attribute record

122
Q

An Admin at Universal Containers wants to configure a bundle with multiple features and have the product code of all options displayed in a single field for easy rendering on the quote document. What should the Admin do to achieve this?

A. Write a custom trigger.
B. Use package product code.
C. Create price rules and formula fields.
D. Combine roll-up fields with formula fields.

A

B. Use package product code.

123
Q

Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined. What is the correct Price Rule Setup?

A. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.
B. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each.
C. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.
D. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.

A

A. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.

124
Q

Your boss would like to create a Dynamic Bundle to display products if the values in a picklist
matches that of a Configuration Attribute.
How should the Admin create Filter Product Rules to meet the business requirement?

A) Create one rule with one condition that compares the product field with the configuration
attribute field.
B) Create one rule with three conditions, each that compares the configuration attribute
field with a static value.
C) Create three rules, each with one condition that compares the product field with the
configuration attribute field.
D) Create three rules, each with two conditions that compare the configuration attribute with
a static value and the product field

A

B) Create one rule with three conditions, each that compares the configuration attribute
field with a static value

125
Q

The CPQ 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) 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 Alert Rule where two Error Conditions with Summary Variables test if Product
A and B have both been selected. If so, a message will display, instructing the user to
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 A is chosen.
D) A Product Selection Rule where two Error Conditions with Summary Variables test if
Product A and B have both been selected. If so, a Product Action will remove Product B.

A

D) A Product Selection Rule where two Error Conditions with Summary Variables test if
Product A and B have both been selected. If so, a Product Action will remove Product B.

126
Q

Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently create Quotes which are longer than this period. When adding this Product to these Quotes, however, the Prorated List Price is the same as the List price. Which action should the Admin take to correct the issue?

A. Populate Subscription Pricing on the Product.
B. Populate Subscription Pricing on the Quote Line.
C. Check “Enable Proration” on the Quote.
D. Populate Default Subscription Term on the Quote Line.

A

D. Populate Default Subscription Term on the Quote Line.

127
Q

User A at Universal Containers has an active quote with Company A. Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting. An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied. What explains this behavior?

A. The User must press Refresh Prices to see the effect.
B. The quote line for this product has Non Discountable checked.
C. The contracted price is only applied when adding a product.
D. The User must set Allow Contracted Prices on their quote.

A

B. The quote line for this product has Non Discountable checked

128
Q

When is the result of a summary variable injected in a quote line field in the calculator (before, during, after, or any combination of the three) ?

A

After calculation

129
Q

All About Laptops wants to set up four separate Template Sections. They also want each of
these sections to render on its own page, no matter if the text field fills an entire page or not.
Which two answers will meet this requirement? (Choose 2 answers)

A) Under the Page Break picklist, select the Before option on each of the last three Template Sections.
B) Under the Keep Separate picklist, select the Always option on each of the Template Sections.
C) Under the Page Break picklist, select the After option on each of the first three Template Sections.
D) Under the Keep with Previous picklist, select the Always option on each of the Template Sections.

A

A) Under the Page Break picklist, select the Before option on each of the last three Template Sections.
C) Under the Page Break picklist, select the After option on each of the first three Template Sections.

130
Q

Which field on the Quote template can be used to group the line items per product ?

A

Roll-Up Field
Choose the quote line field that Salesforce CPQ uses when rolling up line items with a shared value.
- Group field and Subgroup field can also be used to group by Product Family for instance

131
Q

What is the field used to generate a single or several contracts ?

A

‘Contracting Method’ on the Order allows to select Single or contracts per order end date

  • If single contract, it takes the earliest and latest dates of the subscriptions
  • Contracts can be generated from the opportunity or the order
132
Q

What can explain a difference of quantity between the Quote and the Opportunity ?

A
  • Quote product line has a Pricing Method of Block pricing (has always a quantity value of ‘1’)
  • The quote line’s product has Asset Conversion to 1 per unit
134
Q

Universal Containers sells a subscription for 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?

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

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.”

135
Q

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

A) Block Pricing

136
Q

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

A

C) Rollback Pricing

137
Q

Your users would like to have the ability to delete multiple line items from a Quote. Where do
you go to make this modification?

A

Configuration settings for the CPQ installed package

138
Q

Different types of discounts (amounts and percent) can be specified on each Discount Tiers

A) True
B) False

A

B) False

139
Q

How can we optimise the products search in CPQ add product screen to for instance organise the product by product family ?

A
  • Add the Product Family in the search product search plugin field in CPQ managed package configuration
140
Q

Approval rules with a unanimous approval group will create one approval record that tracks all group members approval.

A) True
B) False

A

B) False

141
Q

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

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.

142
Q

Universal Containers wants to default information on the Quote Line from a Product field. How should this information be transferred?

A. Create a cross-object formula field that stores the Product Field’s value in the Quote Line field.
B. Create two fields with the same API name and type on the Product and Quote Line.
C. Create a Price Rule that stores the Product field’s value in the Quote Line field.
D. Create a Workflow Rule that stores the Product field’s value in the Quote Line filed.

A

B. Create two fields with the same API name and type on the Product and Quote Line.

143
Q

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

A

B) Present a filtered list of products

143
Q

UC created a custom action and they want it to be added under the “Add Products” menu.
How can this be accomplished?
(Choose 3 Answers)

A) Create a Custom Action record
B) Create a new twin field called “My Products”
C) Populate the Parent Custom Action field with a lookup to the “Add Products”
D) Mark it the Custom Action record Active

A

A) Create a Custom Action record
C) Populate the Parent Custom Action field with a lookup to the “Add Products”
D) Mark it the Custom Action record Active

145
Q

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

A

B) Price Display

146
Q

What is the max number of columns you can have for Configuration Attributes?

A

3

147
Q

Administrators can control the location of Configuration Attributes using row and column orders.

A) True
B) False

A

A) True

147
Q

Which is not a pro-rate precision option (in the Package Settings)?

A) Month
B) Day
C) Month+Day
D) Month+Week

A

D) Month+Week

147
Q

Universal containers has 3 different levels of SLAs but they do not want to sell more than 1
per quote. What setup should be done to accomplish this?
–Include the number of product rules, error conditions, and product rule type

A

1 Product Rule with 1 Error Condition, of Type Validation

148
Q

Product X must be 10% of all other fixed cost products. Which two options are valid configurations?

A) Pricing Method set to Percent of Total and Subscription Pricing blank
B) Pricing Method set to Percent of Total and Subscription Pricing set to Custom
C) Pricing Method set to Percent of Total and Subscription Pricing set to Percent of Total
D) Pricing Method set to Custom and Subscription Pricing set to Custom

A

A) Pricing Method set to Percent of Total and Subscription Pricing blank
C) Pricing Method set to Percent of Total and Subscription Pricing set to Percent of Total

148
Q

Your sales rep says that they don’t see any Quote Terms when viewing the document. What are two valid reasons why this would happen?

A

Quote Terms are inactive; There is not Quote Terms Template Section

149
Q

UC has a container bundle product with a Feature called Large. One of the Product Options
is a Large Container and it is under the Large Feature. The Large Container Product has a
Discount Schedule X and the Feature has a Discount Schedule of Y.
When a user selects the
Large Container as the Product Option, which Discount Schedule will apply?

A

Due to specificity, the discount on the Feature

150
Q

How to store the value of a configuration attribute to reuse it upon bundle revisiting ?

A

Add the Configuration Attribute to the Reference field fieldset

151
Q

Based on a customer’s requirements, the CPQ Admin has created multiple
configuration attributes and assigned them to a single feature. Which
configuration is valid for displaying the attributes?

A) Above or below all product options in the feature
B) Above or below the feature in the bundle
C) Above or below all features in the bundle
D) Above all product options in the feature

A

A) Above or below all product options in the feature

151
Q

Which isn’t an option for the Subscription Prorate Precision?

A) Monthly
B) Weekly
C) Daily
D) Monthly + Daily

A

B) Weekly

152
Q

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}

A

D) Subtotal for {0}

152
Q

Universal Containers has the following discount table
Based on the information in the table, how many price rules would be needed to implement the
discounts?
Partner level Product Family Discount
Gold Laptops 15%
Gold Accessories 5%
Premium Laptops 20%
Premium Accessories 10%

A

Price Rule

153
Q

You have two product options, A and B. Only one of the options can be selected at a time
for the bundle. Your boss has requested that you not use a Product Rule. What can be used
instead? (select 2)
A) Constrained field on Option Constraints on the Bundled Product
B) Constraining field on Option Constraints on the Product record for Option A
C) Constraining field on Option Constraints on the Bundled Product
D) Constrained field on Option Constraints on the Product record for Option B

A

A) Constrained field on Option Constraints on the Bundled Product
C) Constraining field on Option Constraints on the Bundled Product

154
Q

A user enters $50 into the price field for the product on the Quote. Which price does it override?

A) Original
B) Custom
C) List
D) Regular

A

D) Regular

155
Q

Which lookup fields are available on the order product object? (Choose 3 Answers)

A) Terminated Date
B) Subscription
C) Asset
D) Contract

A

A) Terminated Date
B) Subscription
C) Asset

156
Q

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

A

B) Present a filtered list of products

157
Q

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

A) The checkbox or radio button for the Product Option is grayed out

158
Q

How to add subscription products into the PoT calculation (set as fixed price and not PoT) ?

A

Set: Include In Percent of Total
- By default, a percent of total product doesn’t include fixed-price subscription products in its scope when calculating its price
Otherwise
- To enable percent of total pricing on a subscription product, set its Subscription Pricing field to Percent of Total and its Pricing Method to List.
- You can also add percent of total pricing to a one-time product by changing its Pricing Method field to PoT

159
Q

What is necessary in order to calculate Margin?

A

Cost

162
Q

What are the two variations for Discount Schedules to be applied?

A) Unit
B) List Price
C) Product
D) Term Length

A

A) Unit

D) Term Length

162
Q

You have a sales rep complaining that they can’t see a newly added product in theconfigurator. You have already confirmed that the product is Active. What would be the next troubleshooting step to check?

A

Check that there is a Pricebook Entry for the currency in use

163
Q

Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined. What is the correct Price Rule Setup?

A. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.
B. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each.
C. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.
D. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.

A

C. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.

164
Q

In addition to assigning up the Salesforce CPQ User Permission Set, to which objects do we need to set the CRUD permission

A

Quote, Quote Line, Quote Line Group, Quote Document

165
Q

If the list price is $100 for Product A and there is 5% Partner Discount and a 10% Distributor
Discount, what is the net price (assuming no other discounts)?

A

$85.5

166
Q

What field is used in AA to push the approval to another person ?

A

AA n use lookup field to define the NEXT approver (it does not use the delegated approver of the static approval process)

167
Q

Summary Variables can be used in Rule Conditions.

A) True
B) False

A

A) True

167
Q

You have a bundle with 3 options and you want to make sure your users can see them in the
configurator. Which two things must be done on the product object?

A

Configuration Type = Allowed & Configuration Event = Always

167
Q 
What is the correct block pricing setup based on the following table (select 2):
Quantity          List Unit Price
     1                         15 
   20                      15
   21                       30
   51+                     35

A) Pricing method = Block Price; 2 Block Price Record 1-20 & 21-50
B) Pricing method = Block Price; 3 Block Price Records 1-20, 21-50, & Overage rate record
C) Pricing method = Block Price; 2 Block Price Record 1-20 & 21-50; 1 Discount schedule record 51+; Discount Schedule field = Block + Discount

A

B) Pricing method = Block Price; 3 Block Price Records 1-20, 21-50, & Overage rate record
C) Pricing method = Block Price; 2 Block Price Record 1-20 & 21-50; 1 Discount schedule record 51+; Discount Schedule field = Block + Discount

167
Q

Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be selected, and then have the User select Product Options from that page. How should the Admin set up the bundle for the display to work this way?

A. Select the Required checkbox on each Product Option in the Bundle.
B. Select the Hidden checkbox on the Bundled Product record.
C. Select Add as the Option Selection Method on the Bundle product.
D. Select Click as the Option Selection Method on the Bundle product.

A

C. Select Add as the Option Selection Method on the Bundle product.

168
Q

Company ABC has 3 options on Bundle Product A. Your boss wants to prevent users from
selecting anything but the Bundle itself in the Configurator. What should be done to achieve
this?

A) Remove all options from the Bundle
B) Mark the Component checkbox on the Product Options page for all 3 Options
C) Use the Hidden checkbox on the Product page for all 3 related options
D) Mark the Component checkbox on the Product page for all 3 related options

A

D) Mark the Component checkbox on the Product page for all 3 related options

169
Q

UC has an hourly product that can be segmented over a period of months. For example, 25
hours in the 1st month and 15 hours over the remaining months of the term. What type of
pricing record should be created to match this use case?

A

Monthly Price Dimension on the Hourly Product record

170
Q

Upon checking the Contracted checkbox on an Amendment Opportunity, a new Contract is generated.

A) True
B) False

A

B) False

171
Q

How to make a quoter term non editable to non-admin users ?

A

On the Quote Term check the locked checkbox

172
Q

What does the component field on the Product object do?

A) Create a bundle
B) Make the product an option
C) Prevent the product from being chosen in the configurator

A

C) Prevent the product from being chosen in the configurator

172
Q

If you want to add fields to the Quote Line, where do you make that edit?

A

Line Editor Field Set

173
Q

How to ramp deals with non consecutive time period

A
  • Set the ‘Allow Non-Consecutive Custom Segments’ on the CPQ package for MDQ products
174
Q

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

A

C) Constraining Option

175
Q

What type(s) of email template formats does SBAA allow?

A) Plain Text
B) HTML
C) Visualforce
D) All of the above

A

C) Visualforce

175
Q

All About Laptops have several different configurations for their laptops. They want that the
bundle parent sku to show up on the Quote. Which fields are required in order for the SKU to
show up on the Quote? (Choose 3 Answers)

A) Component Code on Product Option
B) Configured Code Pattern on Product
C) Parent Bundle SKU on Product
D) Configured Code Pattern on Product Option
E) Package Product Code on Quote Line
A

A) Component Code on Product Option
B) Configured Code Pattern on Product
E) Package Product Code on Quote Line

177
Q

Composite Summary Variables are Summary Variables that are combined with an additional calculation?

A) True
B) False

A

A) True

177
Q

Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of these sections to render on its own page, no matter if the text field fills an entire page or not. Which two will determine how the page breaks?

A. Under the Page Break picklist, select the After option on each of the first three Template Sections
B. Under the Keep with Previous picklist, select the Always option on each of the Template Sections.
C. Under the Keep Separate picklist, select the Always option on each of the Template Sections.
D. Under the Page Break picklist, select the Before option on each of the last three Template Sections.

A

A. Under the Page Break picklist, select the After option on each of the first three Template Sections
D. Under the Page Break picklist, select the Before option on each of the last three Template Sections.

178
Q

Which is not a type of Template Content?

A) HTML
B) Text
C) Line Items
D) Custom

A

B) Text

178
Q

A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor. Rather than going back in, they have changed the field on the Quote’s detail page. After doing so, however, no prices were updated to reflect the new discount. Which reason could explain this unexpected behavior?

A. The Additional Discount is only applied to the Amount fields on the Quote.
B. Fields updated outside of the Line Editor do not affect Pricing.
C. The Additional Discount field is not in the Calculating Fields field set.
D. A Price Rule is needed to inject this value into the Quote Lines.

A

D. A Price Rule is needed to inject this value into the Quote Lines.

179
Q

Upon checking the Contracted checkbox on an Amendment Opportunity, a new Contract is generated.

A) True
B) False

A

B) False

179
Q

Company ABC has a product that is sold in sets of 10 units. ABC wants the discount
schedule to apply at a rate of whatever tier is applicable based on the quote quantity. When
setting up the discount schedule what should the Type field be set to?

A) Percent
B) Slab
C) Range
D) Amount

A

C) Range

182
Q

A template content record is required to see Line Items on a Quote Document.

A) True
B) False

A

A) True

182
Q

Universal Containers wants to give management the ability to override the price of specific products that always contain Discount Schedules. The Admin has determined that setting the product field Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides to create a custom field for custom price entry and Price Rule to inject this value into managed pricing fields. What Salesforce pricing fields should the Price Rule Set?

A. Special Price and Special Price Type
B. Custom Price and Custom Price Type
C. Regular Price and Regular Price Type
D. List price and List Price Type

A

A. Special Price and Special Price Type

183
Q

How to allow renewal uplift on a account ?

A

Update the renewal pricing method to uplift on the account then populate the renewal uplift % field on the contract record

184
Q

The picklist used to display Quote Line Views must have which field name?

A) ShowLinePicklistName
B) QuoteLineView
C) EditLinesFieldSetName
D) QuoteLineFieldSetView

A

C) EditLinesFieldSetName

184
Q

Company XPY has a subscription product that when quoted with a payment frequency of monthly, should be given an uplift percent of 5%. The price update should override the List Price filed on the Product. Which formula is correct for overriding List Price?

A) IF(TEXT(Payment_Frequency_c) = “Monthly”, SBQQ_PriceBookEntry_r.UnitPrice *1.05)
SBQQ_PriceBookEntry_r.UnitPrice)
B) IF(TEXT(Payment_Frequency_c) = “Monthly”, SBQQ_OriginalPrice_c * 1.05,SBQQ_OriginalPrice_c)
C) IF(TEXT(Payment_Frequency_c) = “Monthly”, SBQQ_ListPrice_c * 1.05,SBQQ_ListPrice_c)
D) IF(TEXT(Payment_Frequency_c) = “Monthly”, SBQQ_Product_r.SBQQ_ListPrice_c *1.05,SBQQ_ListPrice_c)

A

B) IF(TEXT(Payment_Frequency_c) = “Monthly”, SBQQ_OriginalPrice_c * 1.05, SBQQ_OriginalPrice_c)

184
Q

Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change?

A. List accounts with assets in the “Option Constraint Group” field.
B. Look up the account with the assets on the “Account” field.
C. Mark the “Check Prior Purchases” checkbox as TRUE.
D. Use a Product Rule instead of an Option Constraint.

A

C. Mark the “Check Prior Purchases” checkbox as TRUE.

184
Q

With AA how many chains do we need to send an approval request to several approvers in parallel ?

A
  • Only 1 Chain but a step for each approver
    • A record is created for each approver
    • All members of an approver group must approve the record
187
Q

If there is a scenario that there is a dependency between price rule then different evaluation order needs to be used.
Consider that there is scenario that price rule A is populating a result on Quote line that price rule B needs to consume that result in it’s own action. How to ensure this ?

A

Use a different evaluation order on price rules.

Configuration evaluation order on price rule

  • On Initialisation : When quote line editor loads
  • Before Calculation : before the price is calculated
  • On calculation : when price is being calculated
  • After Calculation : applies after price is calculated
188
Q

What is the name of the field and its value in Package setting for the proration calculation ?

A

Subscription Proration Precision (day, month, month + day)

191
Q

Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change?

A. List accounts with assets in the “Option Constraint Group” field.
B. Look up the account with the assets on the “Account” field.
C. Mark the “Check Prior Purchases” checkbox as TRUE.
D. Use a Product Rule instead of an Option Constraint.

A

C. Mark the “Check Prior Purchases” checkbox as TRUE.

191
Q

How many contact lines are added with a single subscription product line on a quote of quantity of 2 ?

A
  • A single subscription contract line
    • For the assets if quantity is 2 then it depends on the value of asset conversion (one per unit or one per quote line)
192
Q

Option constraints can be used to constrain products that are not in a bundle.

A) True
B) False

A

B) False

192
Q

When an order is created pressing the Create Order button for half of the quote lines and then the Ordered checkbox is checked in a second step for the remaining lines, how many orders are created ?

A
  • Only 1, the existing order is updated with the remaining quote lines
193
Q

What are 3 purposes of Guided Selling?

A

1) Questions as product filters
2) Drive users to select products based on answers
3) Provide conditional logic for questions

193
Q

UC has a yearly subscription product that is an add-on to a bundle. The price of the product
needs to be 15% of all product on the quote. What is the correct configuration for this product?

A) Subscription Pricing = Percent of Total; Percent of Total (%) = 15%; Percent of Total Base = List;
Subscription Term = 12
B) Subscription Pricing = Fixed; Percent of Total (%) = 15%; Percent of Total Base = List;
Subscription Term = 12
C) Subscription Pricing = Fixed; Percent of Total (%) = 15%; Percent of Total Base = Percent of Total; Subscription Term = 12
D) Subscription Pricing = Fixed; Percent of Total (%) = 15%; Percent of Total Base = List;
Subscription Term = 1

A

A) Subscription Pricing = Percent of Total; Percent of Total (%) = 15%; Percent of Total Base = List;
Subscription Term = 12

193
Q

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

A. In the package settings, set Subscription Prorate Precision to Monthly.

193
Q

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

A

B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12

193
Q

Universal Containers wants to give management the ability to override the price of specific products that always contain Discount Schedules. The Admin has determined that setting the product field Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides to create a custom field for custom price entry and Price Rule to inject this value into managed pricing fields. What Salesforce pricing fields should the Price Rule Set?

A. Special Price and Special Price Type
B. Custom Price and Custom Price Type
C. Regular Price and Regular Price Type
D. List price and List Price Type

A

A. Special Price and Special Price Type

193
Q

Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be selected, and then have the User select Product Options from that page. How should the Admin set up the bundle for the display to work this way?

A. Select the Required checkbox on each Product Option in the Bundle.
B. Select the Hidden checkbox on the Bundled Product record.
C. Select Add as the Option Selection Method on the Bundle product.
D. Select Click as the Option Selection Method on the Bundle product.

A

C. Select Add as the Option Selection Method on the Bundle product.

193
Q

Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently create Quotes which are longer than this period. When adding this Product to these Quotes, however, the Prorated List Price is the same as the List price. Which action should the Admin take to correct the issue?

A. Populate Subscription Pricing on the Product.
B. Populate Subscription Pricing on the Quote Line .
C. Check “Enable Proration” on the Quote.
D. Populate Default Subscription Term on the Quote Line.

A

A. Populate Subscription Pricing on the Product.

195
Q

How can an Admin note that a Product is a subscription product?

A) Populate the Subscription Pricing field
B) Populate the Subscription Type field
C) Populate the Pricing Method field

A

A) Populate the Subscription Pricing field

195
Q

Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle. The products are in separate features and there is no clear indication that they must be sold together. The implemented a Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly. What other approach should the Admin take to fulfill this requirement?

A. Create an Option Constraint with Type: Add.
B. Create a Configuration Price Rule to add Product B.
C. Create a Product Selection rule to add Product B.
D. Create an Option Constraint with Type: Dependency.

A

C. Create a Product Selection rule to add Product B.

196
Q

What are the quote output format that CPQ supports ?

A
  • PDF and MS Word (‘allow output format change’ on User to allow MS word format and for the choice to be available when generating the quote template)
197
Q

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

A

B) Product Rule

197
Q

Universal Containers wants the Product Family to be used as a subgroup on the Quote Document.
Which is the correct field to populate with the Product Family field?

A) SBQQ__Quote__c.SBQQ__SubGroupField__c
B) SBQQ__QuoteTemplate__c.SBQQ__SubGroupField__c
C) SBQQ__Product__c.SBQQ__SubGroupField__c
D) SBQQ__QuoteTemplate__c.SBQQ__GroupField__c

A

B) SBQQ__QuoteTemplate__c.SBQQ__SubGroupField__c

JF's SFDC CPQ Cards (1 decks)

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