CPQ Specialist

Universal Containers has the following Discount Schedule attached to product L. Product L is a Product Option for two bundles, A and B. A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being discounted using the second tier in the table above. Which two actions allow both Product Options to be discounted using the first tier? A. Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products. B. Apply a separate discount schedule to the Product Option records in each Bundle. C. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle. D. Change the Product Option Type for Product L to Related Product in both Bundles.

A. Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products. C. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle.

Bundle A has four Product Options within Product Feature A: Products A, B, C, and D. When Bundle A is added to a Quote? How should the Admin set up a Discount Schedule so that the quantities of all Product Options on this Quote are aggregate? A. Set the Discount Schedule on Product Feature A and mark the "Cross Products: Checkbox as TRUE B. Set the Discount Schedule on Product Feature A and mark the "Cross Products" Checkbox as FALSE C. Set the Discount Schedule on the Product Option records and mark the" Cross Products" checkbox as TRUE D. Set the Discount Schedule on the Product Option records and mark the "Cross Products" checkbox as FALSE

A. Set the Discount Schedule on Product Feature A and mark the "Cross Products: Checkbox as TRUE

Universal Containers has quotes that have multiple Quote Lines for the same Product. They require all Products with the Product Name to be combined and summed into one line on the Quote Document. How should the Admin set up the Quote Template to meet this requirement? A. Set the Roll up Field to be Product. B. Set the Group Field to be Product. C. Set the Sub Group Field to be D. Product Set the Total Field to be Net Total. For more information see: https://help.salesforce.com/s/articleView?id=sf.cpq_quote_template_fields.htm&type=5

A. Set the Roll up Field to be Product.

Universal Containers has an output document with a line item table that currently displays product options that are marked as Included. What step should the Admin take to remove the Included products from the line item table? A. Set the Show Bundled Products field to False on the Quote Template. B. Set the Hide Included Products field to True on the Quote Template. C. Create a Quote Line field OutputVisibility__C that returns False if Included = True. Create a filter on the line items Template Section where Component = False

A. Set the Show Bundled Products field to False on the Quote Template.

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 Trailhead: https://trailhead.salesforce.com/content/learn/modules/price-rules-in-salesforce-cpq/learn-when-to-use-special-price-field

A. Special Price and Special Price Type

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 hidden search filter was set

UC 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. Trailhead for Price Rules: https://trailhead.salesforce.com/content/learn/modules/price-rules-in-salesforce-cpq

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

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. Trailhead: https://trailhead.salesforce.com/content/learn/modules/subscription-pricing-in-salesforce-cpq/take-multidimensional-quoting-to-the-next-level

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

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. Populate Subscription Pricing on the Product.

Universal Containers (UC) has Product Options in a bundle that must be displayed in the Quote Line Editor to the User. However, UC does not want these Product Options to display on the Quote Document that is generated and presented to the Customer. How should the Admin set up the bundle to meet these requirements? A. Select the Hidden checkbox on the Product Option. B. Select the Bundled checkbox on the Product Option. C. Set the Quote Line Visibility field to Editor Only on the Product Option. D. Set the Quote Line Visibility field to Always on the Product Option. Hidden checkbox on Product only works if it's true when the Product is added to the Quote Line. Updating this field to true on the Product record will not up the Hidden field to true on existing quote lines: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8LWtSAN

A. Select the Hidden checkbox on the Product Option.

Universal Containers has Quote Terms specific to Product X and separate Quote Terms specific to Product Y. The Admin has created an output document with separate Template Sections for each set of Quote Terms. Each Template Section references a separate Template Content record. Which tasks should the admin complete to ensure Quote Terms for Product X and Y appear separately in the output document? A. Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product B. Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product C. Set the Template Content field for all Product X Quote Terms to the Product X Template Content record; repeat for Product D. Delete the second Template Section and set the Group field on the remaining Template Section to SBQQ__ProudctCode__c. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_conditional_quote_terms.htm&type=5

B. Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product

The Admin at Universal Containers set up a Price Rule to override List Price with a discounted promotional price. The Price Action has a formula which is as follows: SBQQ_ListPrice_c * (1 C Promotional_Discount_c). The Admin is finding that every time Calculate is clicked, the price is adjusted. For example, if List Price is $10.00 and promotional discount is 10%: 10.00 * (1 C 020) = 9.00. The next time calculate is clicked, the following calculation takes place: 9 * (1-0.10) = 8.10. If List Price must be overridden, how can this problem be fixed? A. The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula. B. Create a field to hold the Price Book price and populate on Quote creation with a Workflow Rule for use in the formula. C. Create a field to hold the Price Book price, and populate Before Calculate with ... Price Rule for use in the formula. D. The Salesforce CPQ package has an MSRP field which should be used instead of Last Price in the formula.

A. The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula.

Universal Containers would like to display the sum of one of their custom fields within the standard table of the Line Editor. They do not want to replace the subtotal or total fields. Where should the Admin place the custom field to display this total? A. The Summary Fields field set B. The Totals Field package setting C. The Segmented Summary Fields field set D. The Line Subtotals Total field package setting

A. The Summary Fields field set

UC wants to set up four separate Template Sections. US 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 2 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 Before option on each of the last three Template Sections. For more information: https://milomassimo.com/Salesforce-CPQ-Quote-Templates-Creating-Quote-Terms-Sections.html

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 Before option on each of the last three Template Sections.

Universal Containers needs to set up a bundle so that the sales rep can set some values that apply to the bundle rent, and others that apply to specific options. Which two configurations meet this requirement? A. Use custom product option fields for option-level values. B. Use configuration attributes for option-level values. C. Use custom product option fields for bundle-level values. D. Use configuration attributes for parent-level values.

A. Use custom product option fields for option-level values. D. Use configuration attributes for parent-level values.

Universal Containers wants their documents to be translated into multiple languages. The Admin has already provided translations for the merge fields, but wants to create translations for the static text. What is the proper structure of the variable that represents the translatable static text in Template Content? A. {!Text.VariableName} B. {$Data.VariableName} C. {!Data.VariableName} D. {$Text.VariableName}

A. {!Text.VariableName}

Universal Containers wants to calculate the net amount of all hardware products on a quote. For this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote field. Which picklist value(s) from the Calculator Evaluation Event field should be selected for this price rule? A. Before Calculate and On Calculate B. After Calculate C. On Calculate D. On Calculate and After Calculate

B. After Calculate

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? A. Check the Optional check box on the Bundle Product Record. B. Check the Hidden checkbox on the Bundle Product Record. C. Check the Exclude From Opportunity checkbox on the Bundle Product Record. D. Check the Hidden checkbox on the Product option Record.

B. Check the Hidden checkbox on the Bundle Product Record.

An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the "Failed to Load PDF" error message appear when the output document is generated. Which steps should the Admin perform to diagnose the error? A. Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders. B. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders. C. Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders. D. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "NO Errors"

B. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.

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. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_contracted_prices_parent.htm&type=5

C. The contracted price is only applied when adding a product.

An Admin wants to update a field on all Quote Lines based on a Quote field. Which setup should the Admin use? A. A Workflow Rule, with conditions that check the Quote field values, and a Field Update to Update the Quote Lines. B. Process Builder, with conditions that check the Quote field values, and the native functionality to update related records. C. A Custom Trigger on the Quote object, with a query to obtain all related Quote Lines, and an update operation after changing the field. D. A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines. Best practices if you have CPQ: Don't use standard automation (workflows, flows, apex, process builders) on the quote lines. Use a Price Rule.

D. A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines.

An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the "Failed to Load PDF" error message appears when the output document is generated. Which steps should the Admin perform to diagnose the Error? A. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "No Errors." B. Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders. C. Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders. D. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.

D. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.

Universal Containers has decided to mark up prices instead of discounting. Product A is valued at $10 and Product B is valued at $20. Product A is a 10% markup and Product B is a 20% markup. Which pricing method would the Admin set up, and what would the final price be for each product? A. List, Product A price would be $11, Product B Price would be $22 B. List, Product A price would be $11, Product B price would be $24 C. Cost, Product A pric e would be $12, Product B price would be $24 D. Cost, Product A price would be $11, Product B price would be $24 For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_cost_markup_pricing.htm&type=5

D. Cost, Product A price would be $11, Product B price would be $24

When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Apply Immediately has been set on Product Option A. Which settings should be used on the Price Rule to meet these requirements? A. Evaluation Scope = Calculator Calculator Evaluation Event = Save B. Evaluation Scope = Configurator Configurator Evaluation Event = Edit C. Evaluation Scope = Calculator Calculator Evaluation Event = Edit D. Evaluation Scope = Configurator Configurator Evaluation Event = Save

D. Evaluation Scope = Configurator Configurator Evaluation Event = Save

Universal Containers conducts business via channel sales and offers a Partner program, in which Partners receive a different level of discount based on their partnership level and the product family. The CPQ Architect has determined that the Partner discount will be automatically assigned with price rules, based on a lookup table. The CPQ Architect has created the following lookup table with an object named "Partner Program". How many price rules should the Admin create in order to process the four different discounts offered to Partners? A. Four B. Two C. Three D. One Since they are using a lookup table, each discount will be defined as one "Price Program" record. The one price rule will look at all of the "Price Program" records and find the one that matches the criteria and will bring in the discount defined on that record. It is very important to never have two "Partner Program" records that would match the exact same criteria.

D. One

An Admin at Universal Containers wants Configuration Attribute X to appear on the configuration page of bundle Y. The value selected will drive a Selection Product Rule, and will also be listed in a Line Item Column in the output document. On which objects will the Admin need to create the Configuration Attribute X custom field in order to meet his requirements? A. Configuration Attribute and Product Option B. Product Option and Quote C. Configuration Attribute and Quote D. Product Option and Quote Line

D. Product Option and Quote Line

The Admin wants quote Terms to display on an output document which includes existing admin-created sections. Which object records should the Admin create for the output document? A. Quote Term, Template Section, Terms and Conditions B. Quote Term, Template Content with Type set to HTML, Template Section C. Quote Term, Template Content with Type set to Quote Terms, Terms and Conditions D. Quote Term, Template Content with Type set to Quote Terms, Template Section More information on Quote Terms: https://trailhead.salesforce.com/content/learn/modules/quote-templates-in-salesforce-cpq/show-dynamic-quote-terms

D. Quote Term, Template Content with Type set to Quote Terms, Template Section

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? A. Product A was set up as the Constrained Option. B. The Option Constraint was set up with type "Dependency." C. Product B was set up as the Constraining Option. D. The Option Constraint has not been activated.

D. The Option Constraint has not been activated.

Universal Containers uses 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. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_contracted_prices_parent.htm&type=5

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.

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 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. Create a second Configuration Attribute on Product B, no further administration required. There wasn't an option for create a Global Attribute instead of a Configuration Attribute and apply it to both bundles, but that is what I would do: https://milomassimo.com/Salesforce-CPQ-Configuration-Attributes-vs-Global-Attributes.html

The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the Admin set up the Product to meet both requirements? A. Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the "Number" filed. C. Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. D. Create two Product Options, Maintenance and Support. The Support option should have a lower value in the "Number" field.

B. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the "Number" filed.

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.

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

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.

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

Universal Containers would like to show the Monthly price column on the Quote Document if the quote has payment terms of Net 30. Which two configurations are needed to satisfy this requirement? A. Create a new field set on the Quote Line editor without Monthly Price. B. Fill the Conditional Print Field on the Column Lines object. C. Create a custom Formula indicating if the Payment Terms Are Net 30. D. Create an additional Lines Section without the Monthly Price field. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_conditional_line_columns.htm&type=5

B. Fill the Conditional Print Field on the Column Lines object. C. Create a custom Formula indicating if the Payment Terms Are Net 30.

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

B. For the Required Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: False D. For the Optional Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True.

When quoting any subscription product, a user at Universal Containers must choose the payment frequency between Monthly or Annually. When frequency is Monthly, Universal Containers wants to apply an automatic uplift of 10% to the price of the subscription service. The Admin decides to use a price rule to implement this requirement and wants to inject the result of a calculation in the List Price field on the quote line. Which formula expression should the Admin set up on the price condition for this uplift price rule? A. IF(TEXT(Payment_Frequency_c) = "Monthly", SBQQ_Product_r.SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c) B. IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c) C. IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_OriginalPrice_c * 1.1, SBQQ_OriginalPrice_c) D. IF(TEXT(Payment_Frequency_C) = "Monthly" , SBQQ_PriceBookEntry_r.UnitPrice * 1.1, SBQQ_PriceBookEntry_r.UnitPrice)

B. IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c)

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. Trailhead: https://trailhead.salesforce.com/content/learn/modules/quote-templates-in-salesforce-cpq

B. In the Shading Color field on the Quote Template record.

Universal Containers wants to apply different Discount Schedules depending on the currency of the Quote, how should the Admin set this up? A. Create a Lookup Relationship on the Quote to the Discount Schedule for the user to populate. B. Using a Price Rule, Inject the ID of the Discount Schedule sourced from a formula field on the Quote Line. C. Modify the Discount Schedule formula field on the Quote Line to reference the IDs of your Discount Schedules. D. Create a Discount Schedule for each currency in the related list on the Product. The following details how to use a quote field value to assign a discount schedule in Salesforce CPQ: https://help.salesforce.com/s/articleView?id=000381560&type=1

B. Using a Price Rule, Inject the ID of the Discount Schedule sourced from a formula field on the Quote Line.

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? A. An Alert Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition. B. An Alert Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount. C. A Validation Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition. D. A Validation Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_validation_rules_new.htm&type=5

C. A Validation Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition.

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.

C. Assets will be created on the account for each product in the quote.

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 C. Create a Product Selection rule to add Product D. Create an Option Constraint with Type: Dependency. Trailhead on Selection Rules: https://trailhead.salesforce.com/content/learn/modules/product-rules-in-salesforce-cpq/control-options-with-selection-rules

C. Create a Product Selection rule to add Product

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. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_twin_fields.htm&type=5

C. Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line.

Universal Containers wants to prevent users from selecting a Product Option when a conflicting one has been chosen. The Product Options that should not be selected should not be displayed to the users. The Admin needs to set up a Product Selection Rule to meet this requirement. Which Type should be used for the product Action? A. Hide B. Disable C. Hide and Remove D. Disable and Remove

C. Hide and Remove

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. What should the admin do? A. List accounts with assets in the "Option Constraint Group" field. B. Lookup 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 For more information: https://help.salesforce.com/s/articleView?id=000382084&type=1

C. Mark the Check Prior Purchases checkbox as True

An Admin wants to map Configuration Attribute values to Quote Lines that are for parent bundle products only. The fields are set up to correctly map between Quote Lines and Product Options.Which setup will ensure this condition is met? A. On the child options, Apply Immediately is False and Apply Immediately Context is Always. B. On the bundled parent, Apply to Product Options is False. C. On the Configuration Attribute, Apply to Product Options is False. D. On the Configuration Attribute, Auto-Select is False. Apply to Product Options Apply the configuration attribute's value to all matching fields in your bundle's product options. When this field is not selected, Salesforce CPQ applies the value to only matching fields in the bundle parent.

C. On the Configuration Attribute, Apply to Product Options is False.

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. 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. For more information: https://learningsalesforcecpq.com/2018/09/26/setting-option-selection-method-bundle-product/

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

The Admin at Universal containers has created a formula field to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this? A. Remove the margin field from the Quote Line Editor Field Set for relevant Profiles. B. Remove the margin filed from the Quote Line Editor Field Set for relevant Roles. C. Set Visible to false for relevant Profiles on the field-level security for the margin field. D. Set Visible to false for relevant Roles on the field-level security for the margin field.

C. Set Visible to false for relevant Profiles on the field-level security for the margin field.

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. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_fields_trigger_calc.htm&type=5

C. The Additional Discount field is not in the Calculating Fields field set.

An Admin has created a new bundle, and a Product Rule associated with it. Universal Containers want the Product Rule to fire within this specific bundle. Which is a valid setup for the Configuration Rule? A. The Configuration Rule must be associated with the Product Option records used in Product Actions. B. The Configuration Rule must be associated with Product records used in Product Actions. C. The Configuration Rule must be associated with the Parent Product in the bundle. D. The Configuration Rule must be associated with the Product Feature used within the bundle.

C. The Configuration Rule must be associated with the Parent Product in the bundle.

1. 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: percent of total, percent of total (%): exclude from percent of total: false, subscription term: 1 b. Subscription pricing: percent of total, percent of total (%): 15%, include in percent of total: true, subscription term: 12 c. Subscription pricing: percent of total, percent of total (%): 15%, include in percent of total: false, subscription term: 1 d. Subscription pricing: percent of total, percent of total (%): 15%, exclude from percent of total: true, subscription term: 12

d. Subscription pricing: percent of total, percent of total (%): 15%, exclude from percent of total: true, subscription term: 12

20. 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? a. Override values are subject to discount schedule updates made by the admin b. The opportunity status has changed to proposal/price quote c. The quote status has changed to approved d. The save or quick save buttons are clicked For more information: https://trailhead.salesforce.com/content/learn/modules/discounting-tools-in-salesforce-cpq/override-volume-based-discounts

d. The save or quick save buttons are clicked

Universal Containers wants to show a custom text field with the API name Addition_Text_c on the Quote Document. This field already exists and is located on the Quote object. What is the correct syntax to insert this into an HTML Template Content? a. {!SBQQ__quote__c.Additional_Text__c} b. {!SBQQ__quote__r.Additional_Text__c} c. {!quote__r.Additional_Text__c} d. {!quote.Additional_Text__c} For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_merge_fields.htm&type=5

d. {!quote.Additional_Text__c}

Universal Containers has a requirement to set a maximum discount approval threshold for the User. This Threshold is a calculated value based on data held in a Custom Object. The Admin has determined that this will require two price rules. The first rule is a lookup rule that Pulls a value from a custom object record and set it to a custom field on the quote line. The second price rule evaluates if the custom field is populated, and if so, it calculates the maximum discount threshold using that value. Both Price Rules have Evaluation Events set to On Calculate. The Second Price Rule is not running. How should the Price Rules be altered so that the second Price Rule will run? A. Both Price Rules must be moved to the Before Calculate Evaluation Event. B. The order of the Price Action for the first Price Rule must be earlier than that of the second. C. The second Price Rule must have the same Evaluation Order as the first. D. The second Price Rule must be in a later Calculator Evaluation Event. For more information: http://sfdctuner.blogspot.com/2018/03/order-of-executing-of-price-rules-cpq.html

D. The second Price Rule must be in a later Calculator Evaluation Event.

Universal Containers has a new product that they wish to include in one of their bundles. When a User is configuring the bundle, however, the product does not show up. No Product Rules have been configured in this Org. What is a plausible explanation for why this Product is not present? A. No Price Book Entry is in this Quote's currency. B. The Product's "Hidden" field is set to True. C. The Price Book Entry for this Product is zero D. The" Quote Line Visibility" field is set to "Never." For more information: https://help.salesforce.com/s/articleView?id=000382166&type=1

D. The" Quote Line Visibility" field is set to "Never."

In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What should the error condition test against? A. Use Subscription as Tested object and Subscription Name as Tested Field. B. Use Asset as Tested Object and Asset Name as Tested Field. C. Use a Tested Variable that counts the number of existing setup fee Assets. D. Use a Tested Variable that counts the number of existing setup fee Subscriptions.

Online it says D is the answer, but if the setup fee is one-time then why would it be setup as a Subscription product? Wouldn't it make more sense to have it be a one time product, and then on renewals it wouldn't even show up.

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. Add the API name of the Location field on the Quote to the Default Field picklist on process input. B. Create a Process Input field called Location and add the API name of the Location field on the quote to its picklist. C. Add the API name of the Location field on the Quote to the Default Field picklist on the quote process. D. Create twin fields that map between the Location field on the Quote to the Location process input. There is a "Default Field" field on the Process Input object with this help text: "Quote field that sources default value for this input.

Online it says D, but I think the answer is A. Add the API name of the Location field on the Quote to the Default Field picklist on process input.

An Admin has created a bundle with four Product Options for Products A, B, C, and D. When configuring the 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 set up Bundle A to accomplish this? a. Create an option constraint and set type = exclusion b. Create a product features and set both min options and max options to 4 c. Create an option constraint and set type = dependency d. Create a product feature and set both min options and max options to 1

a. Create an option constraint and set type = exclusion

When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Apply Immediately has been set on Product Option A. Which settings should be used on the Price Rule to meet these requirements? a. Evaluation scope = configurator; configurator evaluation event = edit b. Evaluation scope = calculator; calculator evaluation event = edit c. Evaluation scope = calculator; calculator evaluation event = save d. Evaluation scope = configurator; configurator evaluation event = save

a. Evaluation scope = configurator; configurator evaluation event = editUniversal 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.

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. a. Leverage SF automation to select the order by quote line group field on the quote b. Create a procedure where sales reps enter notes on each quote line to indicate which products belong on the same order c. Leverage SF automation to set the ordered by field on the quote to a picklist value that represents a custom quote line field d. Create a validation rule that prevents an order product from being created on an order representing the wrong milestone For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_split_orders_field.htm&type=5

a. Leverage SF automation to select the order by quote line group field on the quote

1. Universal Containers conducts business via channel sales and offers a Partner program, in which Partners receive a different level of discount based on their partnership level and the product family. The CPQ Architect has determined that the Partner discount will be automatically assigned with price rules, based on a lookup table. The CPQ Architect has created the following lookup table with an object named "Partner Program". How many price rules should the Admin create in order to process the four different discounts offered to Partners? a. One b. Three c. Four d. Two Trailhead: https://trailhead.salesforce.com/content/learn/modules/price-rules-in-salesforce-cpq/consolidate-price-rules-by-using-lookup-queries

a. One

UC sells a bundle with multiple options. An Admin wants to allow the user the ability to choose options and define quantity during bundle configuration. Which three values for Configuration Type will meet this requirement? a. Required b. None c. Disabled d. Configurable e. Allowed

a. Required b. None e. Allowed

Users should be able to quote ramp deals with non-consecutive time period. Which setting should the Admin turn on for this requirement? a. Select the allow non-consecutive custom segments checkbox on the SF CPQ package settings b. Select the allow non-consecutive custom segments checkbox on the price dimension object c. Select the allow non-consecutive custom segments checkbox on the product object d. None of the above: all custom segments must be consecutive For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_package_pricing.htm&type=5

a. Select the allow non-consecutive custom segments checkbox on the SF CPQ package settings

Universal Containers provide a discount for an enterprise-level customer if a single line's Net price is above a certain threshold. The Admin has set up a Price Rule with a reference to a custom formula field on the Price Condition to apply the discount automatically. The user has to click calculate twice for the discount to apply. What is the most likely cause of the issue? a. The referenced formula field contains information that has yet to be calculated, so the price rule fires the second time it's evaluated b. The evaluation scope of the price rule is set incorrectly to fire on the configurator, so the price rule fires on the configure products page c. The referenced formula field contains date/time information that is unsupported, so the price rule fires sporadically d. The use of formula fields in price conditions is unsupported, so the price rule fires and returns an error the first time

a. The referenced formula field contains information that has yet to be calculated, so the price rule fires the second time it's evaluated

Universal Containers has a requirement to set a maximum discount approval threshold for the User. This Threshold is a calculated value based on data held in a Custom Object. The Admin has determined that this will require two price rules. The first rule is a lookup rule that Pulls a value from a custom object record and set it to a custom field on the quote line. The second price rule evaluates if the custom field is populated, and if so, it calculates the maximum discount threshold using that value. Both Price Rules have Evaluation Events set to On Calculate. The Second Price Rule is not running. How should the Price Rules be altered so that the second Price Rule will run? a. The second price rule must be in a later calculator evaluation event b. The order of the price action for the first price rule must be earlier than that of the second c. The second price rule must have the same evaluation order as the first d. Both price rules must be moved to the before calculate evaluation event

a. The second price rule must be in a later calculator evaluation event

Universal Containers (UC) has products that will only be utilized as Product options inside five different bundle products. When a user adds products to the Quote line Editor, UC wants:*Bundle products to show in the Product Selection page.*Products that are Product Options of the bundles to be excluded from the product selection page.How should the Admin set up the bundles? a. Select the bundled checkbox on each product option and mark the product inactive b. Select the hidden checkbox for any product that is a product option for bundles c. Select the component checkbox on any product that is a product option for the bundles d. Select the selected checkbox on each product option and mark the product inactive

c. Select the component checkbox on any product that is a product option for the bundles

The Edit Lines Field Set Name special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor? a. The fields that appear in the Quote Line Drawer b. The quote fields that may be editable c. The quote line fields that are visible d. The fields that trigger a calculation event to occur More information: https://help.salesforce.com/s/articleView?id=000383937&type=1

c. The quote line fields that are visible

Universal Containers has a block priced product, Cloud Contacts, and wants to apply a 10% premium to the product when the payment frequency is annual. Based on the Price Actions below, what is the correct Order for the actions? a) SBQQ__CustomerPrice__c = SBQQ__RegularPrice__c * (1 C SBQQ__ Discount_c) b) SBQQ__NetPrice__c = SBQQ__PartnerPrice__c * (1 C SBQQ__ DistributorDiscount_c) c) SBQQ__PartnerPrice__c = CustomerPrice__c * (1 C SBQQ__ PartnerDiscount_c) d) SBQQ__RegularPrice__c = SBQQ__ListPrice__C * 1.1 a) b) c) d) d) a) c) b) d) c) a) b) b) c) a) d) For more information: https://help.salesforce.com/s/articleView?id=000380701&type=1

d) a) c) b)

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? a. Product features b. Product options c. Option constraints d. Configuration attributes

d. Configuration attributes

Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote. How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal? a. Set the renewed subscription lookup field on the renewal quote lines to reference the original subscriptions b. Set the renewed asset lookup field on the renewal quote lines to reference the original assets c. Create a twin field on the square footage on the quote line object d. Create a twin field of the square footage field on the asset and subscription objects https://help.salesforce.com/s/articleView?id=sf.cpq_twin_fields.htm&type=5

d. Create a twin field of the square footage field on the asset and subscription objects

Universal Containers has a custom picklist field 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. Create three rules, each with one condition that compares the product field with the configuration attribute field b. Create one rule with one condition that compares the product field with the configuration attribute field c. Create three rules, each with two conditions that compare the configuration attribute with a static value and the product field d. Create one rule with three conditions, each that compares the configuration attribute field with a static value

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

Universal Containers has a Product Family of "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 compare the static value, "Minimum," against the Configuration Attribute. 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. Two Error Conditions should be defined: one to check the Product Family value on the Product Option record, and one to check the Configuration Attribute. No Actions are Required. D. 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. For more information: https://milomassimo.com/Salesforce-CPQ-Hiding-Products.html

A. 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.

An Admin has noticed that the proration for their subscription products is not coming out to what they would expect. With a Start Date of January 1, 2017 and End Date of January 1, 2018, the Prorate Multiplier is coming out to 1,083. The CPQ Admin is expecting a Prorate Multiplier of 1,003. What action should the Admin take to correct this pricing issue? A. Change the Subscription Prorate Precision in package settings to "Month + Day." B. Change the Default Subscription Term on the Quote Line to produce expected proration. C. Change the Subscription Term Unit in package settings from Month to Day. D. Change the Prorate Calculation field in package settings from Month to Day. https://help.salesforce.com/s/articleView?id=sf.cpq_subscriptions_prorate_precision_1.htm&type=5

A. Change the Subscription Prorate Precision in package settings to "Month + Day."

An Admin at Universal Containers wants to set up a product bundle that dynamically generates SKUs depending on what their users choose during the selling process. Which three fields are required for this type of configuration? A. Component Code Position B. Custom Configuration Page C. Component Description Pattern D. Component Code E. Configured Code Pattern For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_product_code_layout.htm&type=5

A. Component Code Position D. Component Code E. Configured Code Pattern

Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF? A. Create a Quote picklist field named output Language, With language codes as values. B. Create Localization records for individual Quote Terms for all three languages. C. Enable "Allow Output in Different Languages" In the managed package settings. D. Set the Quote Term field Language to the desired output language for each Quote Term. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_localization_fields_ref.htm&type=5

A. Create a Quote picklist field named output Language, With language codes as values. B. Create Localization records for individual Quote Terms for all three languages.

Universal Containers sells a subscription Product Y that is sometimes sold in yearly segments and sometimes sold in quarterly segments. How should the Admin configure price dimensions for Product Y to allow the User to determine segment length? A. Create one price dimension with Type set to Custom. B. Create two price dimensions, one with Type set to Yearly, the other with Type set to Quarterly. C. Add the "Segment Type" field to the Segment Line Editor field set on the Quote Line object. D. Create one price dimension with Type set to Yearly and Allow Override set to True. For more info: https://trailhead.salesforce.com/content/learn/modules/subscription-pricing-in-salesforce-cpq/take-multidimensional-quoting-to-the-next-level

A. Create one price dimension with Type set to Custom.

Universal Containers requires a subset of Products to be viewed based on a button on the Quote Line Editor. Which Salesforce CPQ functionality will satisfy this requirement? A. Custom Action B. Product Rules C. Custom Script D. Pricing Rules For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_custom_actions.htm&type=5

A. Custom Action

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 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. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_subscriptions_prorate_precision_1.htm&type=5

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

The Admin at Universal Containers created the following range Discount Schedule: The Users are confused by the results when the quantity falls on a number that is the threshold for an Upper/Lower Bound. For example, when 20 is selected, the discount percent is 30%. The users are expecting a discount percent of 20%. Which explanation best explains this phenomenon? A. Lower bound is inclusive, upper bound is exclusive B. The Discount Schedule should be type Slab instead of Type Range C. The Discount Schedule is a Term schedule, but should be Quantity D. The Discount Schedule should have Inclusive set to True. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_discount_schedules.htm&type=5

A. Lower bound is inclusive, upper bound is exclusive C. The Discount Schedule is a Term schedule, but should be Quantity

Universal Containers sells products that require serial numbers assigned to each product that is sold. These products do not expire and the serial number is assigned to each record after the contract is created. Which Product field value should the Admin set up to handle this use case? a. Asset conversion: one per unit b. Asset conversion: one per line c. Subscription price: list price d. Subscription type: one-time

a. Asset conversion: one per unit

A User at Universal Containers has created a Quote with two Products. Product A has a value of Fixed Price for Subscription Pricing. Products A and B have Asset Conversion populated. Both Products have a Quantity of two. Which two are potential outcomes when the Opportunity associated with the Quote is contracted? A. Two Subscription records and two Assets records will be created. B. One Subscription record and two Asset records will be created. C. One Subscription record and an Asset record will be created. D. Two Subscription records and an Asset record will be created. For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_assets_overview.htm&type=5 *Only one subscription is created per quote line when a Contract is created (the quantity does not matter). And an Asset is not created for normal Subscription Quote Lines. If Asset Conversion is populated it could be set to one per unit or one per quote line, so in this case, you would always have one subscription record, and then depending on the value in Asset Conversion, you could get one or two Assets.

B. One Subscription record and two Asset records will be created. C. One Subscription record and an Asset record will be created.

A User at Universal Containers has created a new quote on Opportunity Z, which includes a fixed price subscription product. The Opportunity has been updated to Closed/Won, and the "Contracted" checkbox is marked TRUE; however, the contract is not generated. Which fields are likely causing the issue? A. Primary and Subscription Term B. Primary and Start Date C. Primary, Subscription Term, and End Date D. Subscription Term and End Date More information on Contract creation failures: https://help.salesforce.com/s/articleView?id=000381761&type=1

B. Primary and Start Date

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? A. The Asset Conversion behavior on the Product must be set to Allow Renewals. B. Product A is an Asset that the Customer already owns, and will not be priced again. C. Renewal Pricing Method was set to Subscriptions Only at the Account Level. D. Include Net-New Products in Maintenance must be flagged in CPQ Package settings.

B. Product A is an Asset that the Customer already owns, and will not be priced again.

Which two objects could a discount schedule be applied and take precedence over discount schedule identified in a product feature? A. Product B. Product Option C. Contracted Price D. Segmented Product For Discount Schedule Hierarchy: https://trailhead.salesforce.com/content/learn/modules/discounting-tools-in-salesforce-cpq/set-up-volume-based-discount-schedules

B. Product Option C. Contracted Price

The Admin wants to display specific customer information from the Account object onto the output document. Which object should this information be referenced on to be pulled into an HTML Template Content record? A. Quote Line B. Quote C. Opportunity D. Template

B. Quote

The Admin at Universal Containers is setting up permissions for internal sales Users. In addition to assigning the Salesforce CPQ User permission set, for which objects do the Users need Read, Create, Edit, Delete permissions? A. Quote Template, Template Content, Template Section, Line Column B. Quote, Quote Line, Quote Line Group, Quote Document C. Price Rule, Price Action, Price Condition, Lookup Query D. Discount Category, Discount Schedule, Discount Tier, Term Schedule

B. Quote, Quote Line, Quote Line Group, Quote Document

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__Orde B. SBQQ__Product__r.Name C. SBQQ__Feature__r.SBQQ__Number__c D. $User.FirstName

B. SBQQ__Product__r.Name

Universal Containers wants to introduce a new product as an add-on item for an existing bundle that its customers can purchase on a yearly basis. The price of the product will be 15% of the combined prices of the other products and should not contribute value to other Percent of Total subscription products. Which configuration is a valid way to set up this new product? A. Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: False, Subscription Term: 1 B. Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12 C. Subscription Pricing: Percent of Total, Percent of Total (%): Exclude from Percent of Total: False Subscription Term: 1 D. Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: True, Subscription Term: 12

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

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? A. Quote Line fields B. Summary Variables C. Quote fields D. Product fields

B. Summary Variables C. Quote fields

Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause? A. The Revised Quantity has been set on the Subscription record. B. The Products have a Discount Schedule and Cross Order is not selected. C. A Price Rule is firing Before Calculate and changing the Regular Unit Price. D. A Price Rule is firing On Calculate and changing the Effective Quantity. For more information: https://help.salesforce.com/s/articleView?id=000381720&type=1

B. The Products have a Discount Schedule and Cross Order is not selected.

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 For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_product_code_layout.htm&type=5

B. Use package product code.

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? 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 M

Online it says: 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." Not sure about this one.

Universal Containers has set up a lookup field, Distributor_c, on the Quote Line Group to identify different distributors fulfilling specific groups of products on a quote. Distributor accounts have a Discount_Level_c field on them populated with the base discount that products quoted through that distributor should receive. Which set of actions should the Admin take to ensure that the distributor receives the appropriate base discount? a. Create a price rule that has a pricing condition where object = quote line group, tested field = distributor__c, add a price action to the price rule where formula = source field = discount_level__c b. Create a price rule that has a pricing condition where object = quote line, tested field = distributor__c, add a price action to the price rule where formula = SBQQ__Group__r.Distributor__r.Discount_level__c c. Create a formula field on Quote Line SBQQ__Group__r.Distributor__r.Discount_level__c, create a price rule that has a pricing condition where object = quote line, tested field = newly created formula, add a price action to the price rule where source field = newly created formula d. Create a price rule that has a pricing condition where object = q

SBQQ__Group__r.Distributor__r.Discount_level__c, create a price rule that has a pricing condition where object = quote line, tested field = newly created formula, add a price action to the price rule where source field = newly created formula

An Admin wants to update a field on all Quote Lines based on a Quote field. Which setup should the Admin use? a. Process builder, with conditions that check the quote field values and the native functionality to update related records b. A price rule, with conditions that check the quote field values and an action to update the quote lines c. A custom trigger on the quote object with a query to obtain all related quote lines and an update operation after changing the field d. A workflow rule with conditions that check the quote field values and a field update to update the quote lines

b. A price rule, with conditions that check the quote field values and an action to update the quote lines More information: "General best practices in Salesforce CPQ are to avoid writing a trigger, workflow rule, or process builder on the Quote, Quote Line, and Quote Line Group objects whenever possible. These will add significant overhead to the save process of Quotes, which involves updates to the Quote Line records (often numbering in hundreds or thousands). Whenever updating fields on these objects, you should attempt to make the updates via Price Rule or a Quote Calculator Plugin (QCP) as opposed to the Salesforce native automation. The Salesforce CPQ calculation sequence is better optimized to include Price Rules and QCPs." https://help.salesforce.com/s/articleView?id=000383156&type=1

A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline. Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers a. Check the quote's primary checkbox for a value of true b. Ensure the quote's account lookup is populated c. Check the quote's primary checkbox for a value of false d. Ensure the opportunity's primary quote lookup is populated e. Ensure the quote's opportunity lookup is populated

b. Ensure the quote's account lookup is populated c. Check the quote's primary checkbox for a value of false d. Ensure the opportunity's primary quote lookup is populated

Universal Containers wants to prevent users from selecting a Product Option when a conflicting one has been chosen. The Product Options that should not be selected should not be displayed to the users. The Admin needs to set up a Product Selection Rule to meet this requirement. Which Type should be used for the product Action? a. Hide b. Hide and Remove c. Disable d. Disable and remove

b. Hide and Remove

Universal Container has four price-rules, each with differing Calculator Evolutions Event and Evaluation Orders. Which rule will evaluate first? a. Rule C with evaluation order of 20 and calculator evaluation event of before calculate b. Rule B with evaluation order of 20 and calculator evaluation event of on initialization c. Rule A with evaluation order of 20 and calculator evaluation event of before calculate d. Rule D with evaluation order of 5 and calculator evaluation event of on calculate For more information: https://help.salesforce.com/s/articleView?id=sf.cpq_price_rule_considerations.htm&type=5 Trailhead: https://trailhead.salesforce.com/content/learn/modules/price-rules-in-salesforce-cpq/sequence-price-rules-for-correct-calculations

b. Rule B with evaluation order of 20 and calculator evaluation event of on initialization Great breakdown of when each part of a price rule runs at the end of this article: https://help.salesforce.com/s/articleView?id=000392665&type=1

What is a valid formula for use in a Price Action where Target Object is Quote Line? a. $User.FirstName b. SBQQ__Product__r.Name c. SBQQ__Feature__r.SBQQ__Number__c d. SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c

b. SBQQ__Product__r.Name

Bundle A has four Product Options within Product Feature A: Products A, B, C, and D. When Bundle A is added to a Quote? How should the Admin set up a Discount Schedule so that the quantities of all Product Options on this Quote are aggregate? a. Set the discount schedule on the product option and mark the cross products checkbox as TRUE b. Set the discount schedule on product feature A and mark the cross products checkbox as TRUE c. Set the discount schedule on the product option record and mark the cross products checkbox as FALSE d. Set the discount schedule on product feature A and mark the cross products checkbox as FALSE

b. Set the discount schedule on product feature A and mark the cross products checkbox as TRUE

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? a. Set the CPQ package setting renewal model to asset based b. Set the product field asset conversion picklist to one per unit c. Set the product field asset amendment behavior picklist to allow refund d. Set the account field renewal model to asset based

b. Set the product field asset conversion picklist to one per unit

An Admin has set up a Quantity Editable Product. The user can add the product to the Quote and adjust the Quantity on the Quote Line. When the user navigates to the Opportunity and inspects to the Opportunity Product, the user only sees the Quantity on 1 on the Opportunity Product. What are two reasons why the Opportunity Product record has a Quantity of 1? Choose 2 answers a. The product's default quantity field value is equal to 1 b. The product's pricing method field value is equal to block c. The product is associated to a product option with the type field value equal to component d. The product has an associated slab discount schedule

b. The product's pricing method field value is equal to block c. The product is associated to a product option with the type field value equal to component