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Question 1 of 54
1. Question
A Quote Template has Template Sections related to following types of Template Content: Template Top, Line Items, HTML, Quote Terms The Admin has associated these Template Content records to four Template Sections. Which three statements are valid about these types of Template Content? Choose 3 answers…
Correct
Here are the three valid statements:
Line Items can be coded into an HTML section. This is possible by incorporating the necessary line item data (such as product name, quantity, price) within the HTML code.
Line Items are either displayed as Standard or with Price Dimensions. This reflects the common ways line items are presented in quotes – either with a single price or with varying prices based on different dimensions (e.g., quantity discounts, tiered pricing).
Quote Terms can be dynamic if Term Conditions are defined. This indicates that the quote terms can change based on specific conditions, making them more flexible and adaptable to different scenarios.
Explanation of why the other statements are not always valid:
Template Top and HTML are fully code-customizable: While HTML sections offer significant customization through code, the level of customization for “Template Top” might be somewhat limited by the underlying structure and constraints of the quote template system.
Template Top is the only Section that can show Billing/Shipping info: While “Template Top” is a common place to include such information, it’s not necessarily the only section where billing and shipping details can be displayed. Other sections, like “Quote Terms” or even custom HTML sections, could also incorporate this information.
Incorrect
Here are the three valid statements:
Line Items can be coded into an HTML section. This is possible by incorporating the necessary line item data (such as product name, quantity, price) within the HTML code.
Line Items are either displayed as Standard or with Price Dimensions. This reflects the common ways line items are presented in quotes – either with a single price or with varying prices based on different dimensions (e.g., quantity discounts, tiered pricing).
Quote Terms can be dynamic if Term Conditions are defined. This indicates that the quote terms can change based on specific conditions, making them more flexible and adaptable to different scenarios.
Explanation of why the other statements are not always valid:
Template Top and HTML are fully code-customizable: While HTML sections offer significant customization through code, the level of customization for “Template Top” might be somewhat limited by the underlying structure and constraints of the quote template system.
Template Top is the only Section that can show Billing/Shipping info: While “Template Top” is a common place to include such information, it’s not necessarily the only section where billing and shipping details can be displayed. Other sections, like “Quote Terms” or even custom HTML sections, could also incorporate this information.
Unattempted
Here are the three valid statements:
Line Items can be coded into an HTML section. This is possible by incorporating the necessary line item data (such as product name, quantity, price) within the HTML code.
Line Items are either displayed as Standard or with Price Dimensions. This reflects the common ways line items are presented in quotes – either with a single price or with varying prices based on different dimensions (e.g., quantity discounts, tiered pricing).
Quote Terms can be dynamic if Term Conditions are defined. This indicates that the quote terms can change based on specific conditions, making them more flexible and adaptable to different scenarios.
Explanation of why the other statements are not always valid:
Template Top and HTML are fully code-customizable: While HTML sections offer significant customization through code, the level of customization for “Template Top” might be somewhat limited by the underlying structure and constraints of the quote template system.
Template Top is the only Section that can show Billing/Shipping info: While “Template Top” is a common place to include such information, it’s not necessarily the only section where billing and shipping details can be displayed. Other sections, like “Quote Terms” or even custom HTML sections, could also incorporate this information.
Question 2 of 54
2. Question
Which three CPQ pricing functionalities contribute to Regular Price during the price calculation sequence? Choose 3 answers
Correct
Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Review which types of actions cause your quote to recalculate. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence.
Incorrect
Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Review which types of actions cause your quote to recalculate. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence.
Unattempted
Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Review which types of actions cause your quote to recalculate. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence.
Question 3 of 54
3. Question
Global Conveyors wants to notify its users when approval is required to discourage users from discounting while in the Quote Line Editor. Which type of Product Rule should be used to meet this requirement?
Correct
In the Product Rule Name field, enter Window Sensor Warning . For the Type field, choose Alert. For the Scope field, choose Product. This tells CPQ to run the rule only when configuring a product, and not on the Quote Line Editor.
Incorrect
In the Product Rule Name field, enter Window Sensor Warning . For the Type field, choose Alert. For the Scope field, choose Product. This tells CPQ to run the rule only when configuring a product, and not on the Quote Line Editor.
Unattempted
In the Product Rule Name field, enter Window Sensor Warning . For the Type field, choose Alert. For the Scope field, choose Product. This tells CPQ to run the rule only when configuring a product, and not on the Quote Line Editor.
Question 4 of 54
4. Question
Global Conveyors wants a group of users to receive Approval requests at the same time. Only one user from the group needs to respond to the Approval request. What should the Admin do to meet this requirement?
Correct
When a sales rep submits a record for approval, Salesforce CPQ evaluates all the active approval rules targeting that record’s object. If any of the approval rules meet their approval conditions, the rule fires, and Salesforce CPQ sends an approval request email to an approver or group of approvers.
Incorrect
When a sales rep submits a record for approval, Salesforce CPQ evaluates all the active approval rules targeting that record’s object. If any of the approval rules meet their approval conditions, the rule fires, and Salesforce CPQ sends an approval request email to an approver or group of approvers.
Unattempted
When a sales rep submits a record for approval, Salesforce CPQ evaluates all the active approval rules targeting that record’s object. If any of the approval rules meet their approval conditions, the rule fires, and Salesforce CPQ sends an approval request email to an approver or group of approvers.
Question 5 of 54
5. Question
What is the correct order of data import to load Quote Template in CPQ?
Correct
To show your term on a quote document, you need a quote template containing a template content record where Type is set to Quote Terms. When you generate a quote document, Salesforce CPQ includes all quote terms without conditions and all terms where a condition matches the quote’s conditions—for example where Opportunity = “Joe’s Computers.” Salesforce CPQ then shows the quote terms in your quote document based on the position and styling of that document’s Quote Term’s content record and its parent template section. Terms are ordered in the template based on their Print Order values.
Incorrect
To show your term on a quote document, you need a quote template containing a template content record where Type is set to Quote Terms. When you generate a quote document, Salesforce CPQ includes all quote terms without conditions and all terms where a condition matches the quote’s conditions—for example where Opportunity = “Joe’s Computers.” Salesforce CPQ then shows the quote terms in your quote document based on the position and styling of that document’s Quote Term’s content record and its parent template section. Terms are ordered in the template based on their Print Order values.
Unattempted
To show your term on a quote document, you need a quote template containing a template content record where Type is set to Quote Terms. When you generate a quote document, Salesforce CPQ includes all quote terms without conditions and all terms where a condition matches the quote’s conditions—for example where Opportunity = “Joe’s Computers.” Salesforce CPQ then shows the quote terms in your quote document based on the position and styling of that document’s Quote Term’s content record and its parent template section. Terms are ordered in the template based on their Print Order values.
Question 6 of 54
6. Question
Global Conveyors wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote. How can the Admin Configure the Shipping Plus Product record to meet this requirement?
Correct
There is a field on Product called Sort Order. You must manually set a value (numeric) for each record, but then it will sort in the order you’ve defined and be added to the Quote in that order as well. If you want to apply a different ordering for the QLE and/or Quote Template, you can do that separately using the Line Sort Field.
Incorrect
There is a field on Product called Sort Order. You must manually set a value (numeric) for each record, but then it will sort in the order you’ve defined and be added to the Quote in that order as well. If you want to apply a different ordering for the QLE and/or Quote Template, you can do that separately using the Line Sort Field.
Unattempted
There is a field on Product called Sort Order. You must manually set a value (numeric) for each record, but then it will sort in the order you’ve defined and be added to the Quote in that order as well. If you want to apply a different ordering for the QLE and/or Quote Template, you can do that separately using the Line Sort Field.
Question 7 of 54
7. Question
What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step? Choose 2 answers.
Correct
Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.
Incorrect
Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.
Unattempted
Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.
Question 8 of 54
8. Question
Global Conveyors has an approval structure that involves both the Deal Desk and Finance teams. Global Conveyors wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval. Which Approval type best suits Global Conveyors’ needs?
Correct
Advanced Approvals uses approval rules to determine which approvers receive an approval request and the email template used to send the requests. When a sales rep submits a record for approval, such as a quote or opportunity, the Advanced Approvals package evaluates the package’s approval rules. If any of those rules meet their conditions, the rule runs and Salesforce CPQ sends approval request emails to your approvers. Users or user groups with approval permissions in your org can be approvers. Approval chains allow you to send requests to a series of approvers in sequence. The record is not approved until all approvers in all chains have confirmed their approval.
Incorrect
Advanced Approvals uses approval rules to determine which approvers receive an approval request and the email template used to send the requests. When a sales rep submits a record for approval, such as a quote or opportunity, the Advanced Approvals package evaluates the package’s approval rules. If any of those rules meet their conditions, the rule runs and Salesforce CPQ sends approval request emails to your approvers. Users or user groups with approval permissions in your org can be approvers. Approval chains allow you to send requests to a series of approvers in sequence. The record is not approved until all approvers in all chains have confirmed their approval.
Unattempted
Advanced Approvals uses approval rules to determine which approvers receive an approval request and the email template used to send the requests. When a sales rep submits a record for approval, such as a quote or opportunity, the Advanced Approvals package evaluates the package’s approval rules. If any of those rules meet their conditions, the rule runs and Salesforce CPQ sends approval request emails to your approvers. Users or user groups with approval permissions in your org can be approvers. Approval chains allow you to send requests to a series of approvers in sequence. The record is not approved until all approvers in all chains have confirmed their approval.
Question 9 of 54
9. Question
The Admin at Global Conveyors has created a Dynamic Bundle, and needs a Product Rule to limit which products are seen when configuring the bundle. Which type of Action should the admin create to ensure that only a specific set of products may be selected from the Dynamic Bundle?
Correct
On the Feature, the Option Selection Method of ‘Dynamic’ presents to the user an ‘Add Options’ button during configuration of a bundle. By default, pressing the ‘Add Options’ button will take the user to a separate page, presenting all products in the same manner as an unfiltered search. However, in most scenarios, for the Feature in question, an admin would like to display a pre-filtered list of products available for selection.
Incorrect
On the Feature, the Option Selection Method of ‘Dynamic’ presents to the user an ‘Add Options’ button during configuration of a bundle. By default, pressing the ‘Add Options’ button will take the user to a separate page, presenting all products in the same manner as an unfiltered search. However, in most scenarios, for the Feature in question, an admin would like to display a pre-filtered list of products available for selection.
Unattempted
On the Feature, the Option Selection Method of ‘Dynamic’ presents to the user an ‘Add Options’ button during configuration of a bundle. By default, pressing the ‘Add Options’ button will take the user to a separate page, presenting all products in the same manner as an unfiltered search. However, in most scenarios, for the Feature in question, an admin would like to display a pre-filtered list of products available for selection.
Question 10 of 54
10. Question
The products sold by Global Conveyors have a Product Family of Hardware or Software. Each Quote should only contain one of the Product Families. At the time of Quote creation, the sales rep is required to populate a custom picklist with the API name Family_c with values of Hardware and Software. If the sales rep selects Hardware for the Family_c field, the rep should only be able to add Products with the Product Family of Hardware to the Quote. The same premise applies for the value Software for the Family_c field. How should the Admin meet this requirement?
Correct
The correct approach to meet this requirement in Salesforce is:
Create a Search Filter related to the Add Products Custom Action Where:
Target Object: Product
Target Field: Product Family
Operator: Equals
Filter Source Object: Quote
Filter Source Field: Family_c
Hidden: True
Explanation:
This search filter ensures that only products with the same “Product Family” as the value selected in the “Family_c” field on the Quote are displayed in the “Add Products” section.
By setting “Hidden” to True, the filter logic is applied seamlessly in the background, without explicitly displaying the filter criteria to the sales rep.
Why other options are incorrect:
Option 2 (Custom Action Condition with Quote Field): This condition would compare the Quote’s “Family_c” field with the “Product Family” of the Product, which is not the desired logic.
Option 3 (Search Filter with Quote Target Field): This filter attempts to compare the Quote’s “Family_c” with the Product’s “Family_c,” which is incorrect as Products do not have a “Family_c” field.
Option 4 (Custom Action Condition with Product Field): This condition would compare the Product’s “Product Family” with the Quote’s “Family_c,” which is also incorrect.
In summary:
The chosen approach effectively restricts the available products based on the “Family_c” selection on the Quote, ensuring that only relevant products can be added to the Quote. This enhances data integrity and improves the efficiency of the sales process.
Incorrect
The correct approach to meet this requirement in Salesforce is:
Create a Search Filter related to the Add Products Custom Action Where:
Target Object: Product
Target Field: Product Family
Operator: Equals
Filter Source Object: Quote
Filter Source Field: Family_c
Hidden: True
Explanation:
This search filter ensures that only products with the same “Product Family” as the value selected in the “Family_c” field on the Quote are displayed in the “Add Products” section.
By setting “Hidden” to True, the filter logic is applied seamlessly in the background, without explicitly displaying the filter criteria to the sales rep.
Why other options are incorrect:
Option 2 (Custom Action Condition with Quote Field): This condition would compare the Quote’s “Family_c” field with the “Product Family” of the Product, which is not the desired logic.
Option 3 (Search Filter with Quote Target Field): This filter attempts to compare the Quote’s “Family_c” with the Product’s “Family_c,” which is incorrect as Products do not have a “Family_c” field.
Option 4 (Custom Action Condition with Product Field): This condition would compare the Product’s “Product Family” with the Quote’s “Family_c,” which is also incorrect.
In summary:
The chosen approach effectively restricts the available products based on the “Family_c” selection on the Quote, ensuring that only relevant products can be added to the Quote. This enhances data integrity and improves the efficiency of the sales process.
Unattempted
The correct approach to meet this requirement in Salesforce is:
Create a Search Filter related to the Add Products Custom Action Where:
Target Object: Product
Target Field: Product Family
Operator: Equals
Filter Source Object: Quote
Filter Source Field: Family_c
Hidden: True
Explanation:
This search filter ensures that only products with the same “Product Family” as the value selected in the “Family_c” field on the Quote are displayed in the “Add Products” section.
By setting “Hidden” to True, the filter logic is applied seamlessly in the background, without explicitly displaying the filter criteria to the sales rep.
Why other options are incorrect:
Option 2 (Custom Action Condition with Quote Field): This condition would compare the Quote’s “Family_c” field with the “Product Family” of the Product, which is not the desired logic.
Option 3 (Search Filter with Quote Target Field): This filter attempts to compare the Quote’s “Family_c” with the Product’s “Family_c,” which is incorrect as Products do not have a “Family_c” field.
Option 4 (Custom Action Condition with Product Field): This condition would compare the Product’s “Product Family” with the Quote’s “Family_c,” which is also incorrect.
In summary:
The chosen approach effectively restricts the available products based on the “Family_c” selection on the Quote, ensuring that only relevant products can be added to the Quote. This enhances data integrity and improves the efficiency of the sales process.
Question 11 of 54
11. Question
Global Conveyors has a bundle with many features. In one of these features, Feature A, all product options share the same Discount schedule. How should the Admin setup a Discount schedule so that the quantities of all options in Feature A are aggregated when calculating the discount tier.
Correct
Use discount schedules to create volume discounts based on quantity or terms for your quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency.
Incorrect
Use discount schedules to create volume discounts based on quantity or terms for your quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency.
Unattempted
Use discount schedules to create volume discounts based on quantity or terms for your quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency.
Question 12 of 54
12. Question
Global Conveyors has a series of required PDF documents that need to be attached to their output document when generated. These PDF files are already stored in Documents. What should the Admin do on the Quote Template to meet this requirement?
Correct
Quote templates define the layout of the documents that your sales reps generate from a quote. With certain page layout and field-level security settings, some fields aren’t visible or editable.
Incorrect
Quote templates define the layout of the documents that your sales reps generate from a quote. With certain page layout and field-level security settings, some fields aren’t visible or editable.
Unattempted
Quote templates define the layout of the documents that your sales reps generate from a quote. With certain page layout and field-level security settings, some fields aren’t visible or editable.
Question 13 of 54
13. Question
Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below. Product A is an option in a bundle and has a list price of $100.
Given this scenario, what should the Net Total Price of Product A be if the User enters a Quantity of 15 on a quote contracted pricing is applicable.
Correct
A. $1,275.00
Here’s the breakdown:
Identify the applicable discount schedule: Since the quote uses contracted pricing, the “Gold Hardware Maintenance Discount” schedule is applicable.
Determine the discount tier: A quantity of 15 falls within the “11-20” tier of the Gold discount schedule.
Calculate the discount: The discount for this tier is 15%.
Calculate the net price per unit: The list price of Product A is $100, and with a 15% discount, the net price per unit is $100 * (1 – 0.15) = $85.
Calculate the total net price: For a quantity of 15, the total net price is $85/unit * 15 units = $1,275.00.
Therefore, the Net Total Price of Product A is $1,275.00.
Universal Containers sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote. Which two represent a valid configuration to meet this requirement? Choose 2 answers
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?
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?
Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on the Opportunity. Since an Account can have many different Contracts, the Admin implemented a Contract Name field to allow the user to enter identifying information on each Contract record. How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have agreed to a Quantity of 100 licenses for the term of the Contract. The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses. After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of: The original Subscription The first amended Subscription The second amended Subscription
Universal containers has a customer account with specific pricing. Which two individual actions could the admin take to set up a contracted price for this customer?
(Choose 2 answers)
Correct
The two correct actions an admin could take to set up a contracted price for a customer account in Salesforce CPQ are:
A. Populate the Generate Contracted Price field on a Quote record.
Selecting a value for the “Generate Contracted Price” field on a quote record allows Salesforce CPQ to automatically create contracted prices for all the quote’s products when the quote’s opportunity or order is contracted. This saves time and ensures consistency in pricing. By populating the “Generate Contracted Price” field on a Quote record, the admin can trigger the creation of a contracted price for the customer. This action ensures that the specific pricing terms agreed upon in the quote are applied to future transactions with the customer.
D. Create a contracted price record related to an account record.
The admin can navigate to the desired account record, hover over the “Contracted Prices” related list, and click “New” to create a new contracted price record. They can then specify the product, price, and any expiration date for this contracted price. This allows setting up account-specific pricing directly on the account. Creating a contracted price record directly related to an account record allows the admin to set up specific pricing for that customer account. This method ensures that the contracted prices are consistently applied whenever the customer makes a purchase.
The other options are incorrect:
B. Add a Partner to the Partner field on the Quote record.
Adding a partner to the quote record is not related to setting up contracted pricing. Partners are used for different purposes in Salesforce CPQ. Adding a partner to the Partner field on the Quote record is not related to setting up contracted pricing. This field is typically used to associate a partner or reseller with the quote, but it does not influence the pricing directly.
C. Generate a contracted price via contracted checkbox on the quote record.
There is no “contracted” checkbox on the quote record in Salesforce CPQ. The “Generate Contracted Price” field is used to trigger automatic creation of contracted prices, not a checkbox. While this option sounds plausible, there is no specific “contracted checkbox” on the quote record in Salesforce CPQ that directly generates a contracted price. The correct method involves using the “Generate Contracted Price” field or creating a contracted price record.
In summary, the admin can either automatically generate contracted prices from the quote record or manually create them on the account record to set up account-specific pricing in Salesforce CPQ.
The two correct actions an admin could take to set up a contracted price for a customer account in Salesforce CPQ are:
A. Populate the Generate Contracted Price field on a Quote record.
Selecting a value for the “Generate Contracted Price” field on a quote record allows Salesforce CPQ to automatically create contracted prices for all the quote’s products when the quote’s opportunity or order is contracted. This saves time and ensures consistency in pricing. By populating the “Generate Contracted Price” field on a Quote record, the admin can trigger the creation of a contracted price for the customer. This action ensures that the specific pricing terms agreed upon in the quote are applied to future transactions with the customer.
D. Create a contracted price record related to an account record.
The admin can navigate to the desired account record, hover over the “Contracted Prices” related list, and click “New” to create a new contracted price record. They can then specify the product, price, and any expiration date for this contracted price. This allows setting up account-specific pricing directly on the account. Creating a contracted price record directly related to an account record allows the admin to set up specific pricing for that customer account. This method ensures that the contracted prices are consistently applied whenever the customer makes a purchase.
The other options are incorrect:
B. Add a Partner to the Partner field on the Quote record.
Adding a partner to the quote record is not related to setting up contracted pricing. Partners are used for different purposes in Salesforce CPQ. Adding a partner to the Partner field on the Quote record is not related to setting up contracted pricing. This field is typically used to associate a partner or reseller with the quote, but it does not influence the pricing directly.
C. Generate a contracted price via contracted checkbox on the quote record.
There is no “contracted” checkbox on the quote record in Salesforce CPQ. The “Generate Contracted Price” field is used to trigger automatic creation of contracted prices, not a checkbox. While this option sounds plausible, there is no specific “contracted checkbox” on the quote record in Salesforce CPQ that directly generates a contracted price. The correct method involves using the “Generate Contracted Price” field or creating a contracted price record.
In summary, the admin can either automatically generate contracted prices from the quote record or manually create them on the account record to set up account-specific pricing in Salesforce CPQ.
The two correct actions an admin could take to set up a contracted price for a customer account in Salesforce CPQ are:
A. Populate the Generate Contracted Price field on a Quote record.
Selecting a value for the “Generate Contracted Price” field on a quote record allows Salesforce CPQ to automatically create contracted prices for all the quote’s products when the quote’s opportunity or order is contracted. This saves time and ensures consistency in pricing. By populating the “Generate Contracted Price” field on a Quote record, the admin can trigger the creation of a contracted price for the customer. This action ensures that the specific pricing terms agreed upon in the quote are applied to future transactions with the customer.
D. Create a contracted price record related to an account record.
The admin can navigate to the desired account record, hover over the “Contracted Prices” related list, and click “New” to create a new contracted price record. They can then specify the product, price, and any expiration date for this contracted price. This allows setting up account-specific pricing directly on the account. Creating a contracted price record directly related to an account record allows the admin to set up specific pricing for that customer account. This method ensures that the contracted prices are consistently applied whenever the customer makes a purchase.
The other options are incorrect:
B. Add a Partner to the Partner field on the Quote record.
Adding a partner to the quote record is not related to setting up contracted pricing. Partners are used for different purposes in Salesforce CPQ. Adding a partner to the Partner field on the Quote record is not related to setting up contracted pricing. This field is typically used to associate a partner or reseller with the quote, but it does not influence the pricing directly.
C. Generate a contracted price via contracted checkbox on the quote record.
There is no “contracted” checkbox on the quote record in Salesforce CPQ. The “Generate Contracted Price” field is used to trigger automatic creation of contracted prices, not a checkbox. While this option sounds plausible, there is no specific “contracted checkbox” on the quote record in Salesforce CPQ that directly generates a contracted price. The correct method involves using the “Generate Contracted Price” field or creating a contracted price record.
In summary, the admin can either automatically generate contracted prices from the quote record or manually create them on the account record to set up account-specific pricing in Salesforce CPQ.
Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers Name – Lower – Upper – Discount First Level – 1-11 – 10% Second Level – 11-21 – 25% Third Level – 21-Blank – 50% If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21? If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21?
Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50. The Admin decides to use a Price Rule targeting the Configurator to implement this price change. Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule?
An Admin created a picklist field on the Product Option object called Picklist123 c. The Admin created a configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123 c. The Admin selected Bundle Z during Product Selection and populated a value for Picklist123 c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value populated in the Configuration Attribute has reverted. How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured?
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog. Which option is the most appropriate for the CPQ Specialist to suggest first?
Universal Containers wants to default the value of the Location process input based on the location determined on the Quote. How should the Admin fulfill this requirement?
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. (2)
The Admin at Universal Containers would like all 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 the Admin should take in order to finish setting up the quote template?
Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option’s quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement?
Universal Containers has Terms and Conditions it wants to include in documents sent to customers. The Admin is tasked with creating conditional Quote Terms to meet this requirement. Which two options could a condition be tested against in order to determine which Quote Terms will be included on the output document? (2)
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?
An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs. Which step should the Admin take to meet this requirement?
Universal Containers has a custom picklist filed with three values on their products. The Admin would like to create a Dynamic Bundle to display products if the picklist value matches that of a Configurations Attribute. How should the Admin create Filter Product Rules to meet the business requirement?
A Universal Containers user states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the admin check to ensure the Configuration Attribute value is properly saved?
Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created. Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied. What should the Admin configure to meet the requirement?
Universal Containers wants to prevent a User from putting in a discretionary discount at or above 40 percent on any quote Line. How should the Admin implement this restriction?
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates. How can a CPQ Specialist meet this business requirement?
Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote. At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?
Correct
The override amount will be unaffected by changes the Admin may make to the original Discount Schedule once the Quote status has changed to Approved.
Explanation:
Override Behavior: All Tiers: This setting allows the sales rep to override discounts on all tiers within the Discount Schedule.
Manual Discount Changes: When the sales rep manually changes the discount percent of a tier on the Quote, they are essentially overriding the values defined in the Discount Schedule.
Quote Approval: Once a Quote is approved, it becomes a more formal document. Changes made to the Discount Schedule after the Quote is approved should not retroactively impact the discounts already applied and locked in on the approved Quote.
Key Points:
Save/Quick Save: These actions save the Quote but do not necessarily lock in the override values in a way that is immune to future Discount Schedule updates.
Opportunity Status: The Opportunity status does not directly impact the immutability of the Quote’s discount overrides.
Discount Schedule Updates: Changes made to the Discount Schedule after a Quote is approved should not affect the discounts on that specific, already-approved Quote.
In Summary: The approval of a Quote signifies a higher level of commitment and typically implies that the discounts applied to that Quote are final and should not be altered by subsequent changes to the underlying Discount Schedule.
Incorrect
The override amount will be unaffected by changes the Admin may make to the original Discount Schedule once the Quote status has changed to Approved.
Explanation:
Override Behavior: All Tiers: This setting allows the sales rep to override discounts on all tiers within the Discount Schedule.
Manual Discount Changes: When the sales rep manually changes the discount percent of a tier on the Quote, they are essentially overriding the values defined in the Discount Schedule.
Quote Approval: Once a Quote is approved, it becomes a more formal document. Changes made to the Discount Schedule after the Quote is approved should not retroactively impact the discounts already applied and locked in on the approved Quote.
Key Points:
Save/Quick Save: These actions save the Quote but do not necessarily lock in the override values in a way that is immune to future Discount Schedule updates.
Opportunity Status: The Opportunity status does not directly impact the immutability of the Quote’s discount overrides.
Discount Schedule Updates: Changes made to the Discount Schedule after a Quote is approved should not affect the discounts on that specific, already-approved Quote.
In Summary: The approval of a Quote signifies a higher level of commitment and typically implies that the discounts applied to that Quote are final and should not be altered by subsequent changes to the underlying Discount Schedule.
Unattempted
The override amount will be unaffected by changes the Admin may make to the original Discount Schedule once the Quote status has changed to Approved.
Explanation:
Override Behavior: All Tiers: This setting allows the sales rep to override discounts on all tiers within the Discount Schedule.
Manual Discount Changes: When the sales rep manually changes the discount percent of a tier on the Quote, they are essentially overriding the values defined in the Discount Schedule.
Quote Approval: Once a Quote is approved, it becomes a more formal document. Changes made to the Discount Schedule after the Quote is approved should not retroactively impact the discounts already applied and locked in on the approved Quote.
Key Points:
Save/Quick Save: These actions save the Quote but do not necessarily lock in the override values in a way that is immune to future Discount Schedule updates.
Opportunity Status: The Opportunity status does not directly impact the immutability of the Quote’s discount overrides.
Discount Schedule Updates: Changes made to the Discount Schedule after a Quote is approved should not affect the discounts on that specific, already-approved Quote.
In Summary: The approval of a Quote signifies a higher level of commitment and typically implies that the discounts applied to that Quote are final and should not be altered by subsequent changes to the underlying Discount Schedule.
Question 37 of 54
37. Question
Given a customer’s tiered pricing model, an Admin wants to allow users to define Discount Tiers and use those values as the Regular Price instead of an Amount deducted from the List Price. How should the Admin configure the Discount Schedule to meet this requirement?
Universal Containers (UC) has set the CPQ package settings of both Subscription Term Unit and Subscription Prorate Precision to Month. UC wants to quote a Fixed Price Subscription Product with a start Date of June 18, 2019 and an End Date of August 21, 2020. The Product record has a Subscription Term of 12, a Pricing Method of List, and a Pricebook Entry of USD 100 What is the Prorated List Unit Price for the Quote Line?
An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted. Which setting should the Admin change to meet the business requirement?
The 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?
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as-is, but want the ability to change the configuration if desired. What should the Admin do to meet this requirement?
Universal Containers has a bundle with required Product Options. After the bundle is selected, the user should bypass the configuration process.How should the Admin set up the bundle to meet this requirement?
An Admin has set up option constraints in the Universal Container sandbox where Product A depends on the selection of Product B. During testing, it is determined that Product A can be selected regardless of whether Product B has been selected or not. Why is this happening?
The Admin at Universal Containers has received feedback about the amount of horizontal scrolling necessary to access Clone and Delete actions on Quote Lines in the Quote Line Editor. What should the Admin do to resolve this issue?
An Admin has created a validation product rule that must display an error message upon clicking Save if a product option is selected while a configuration attribute is set to a specific value. When the user chooses the product option, then sets the configuration attribute to the specific value, the error message appears before Save is clicked. Which two should the Admin change the rule or configuration attributes so that the error message only appears upon clicking Save? (2)
Universal Containers sells a monthly subscription service that is offered to their clients with a ramp option. This Subscription is priced with a setup fee, an installation fee, and a recurring fee. Which set of actions would meet these requirements?
Universal Containers plans to sell a configurable group of products but does not want to show the bundle’s Parent Product to the Client. What should the Admin do to meet this requirement?
The admin has created a Bundle with four Product Options for Products A, B, C, and D. When configuring Bundle, the user should be limited to selecting either Product C, Product D, or neither of the Two—but never both. How should the Admin setup Bundle to accomplish this?
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes. Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration. What CPQ functionality can UC’s Admin leverage to meet this requirement?
Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote line editor. When the customer accepts the Quote ,UC wants the sales operations team to generate a separate order per Quote line Group. How should the Admin meet the business requirements
A customer is implementing CPQ to support two languages. Which two portions of text can be translated using the Salesforce CPQ localization object? Choose 2 answers
Universal Containers (UC) is planning to end-of-life a subscription Product by preventing any new sales of the Product. UC wants to allow renewals if a customer has already purchased the Product. How can the Admin meet this requirement?
A User at Universal Containers created a Quote containing two products. Product A is marked as Include in Percent of Total, with Subscription Pricing blank. Product B has Subscription Pricing set to Percent of Total. When the Contract is renewed, both products are shown in the renewal quote, but Product A has a Net Total of zero. Which reason explains why Product A does not have a non-zero total?
