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CPQ Reviewer

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Title of test:
CPQ Reviewer

Description:
testCPQREV

Author:
AVATAR

Creation Date:
01/10/2021

Category:
Computers

Number of questions: 90
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Content:
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? Hide Hide and remove Disable Disable and remove.
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? The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it's evaluated 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 The referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.
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? Create an Option Constraint and set Type = Exclusion" Create a Product Feature and set both Min Options and Max Options to 4. Create an Option Constraint and set Type = Dependency Create a Product Feature and set both Min Options and Max Options to 1.
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? Evaluation Scope = Configurator Configurator Evaluation Event = Edit Evaluation Scope = Calculator Calculator Evaluation Event = Edit Evaluation Scope = Calculator Calculator Evaluation Event = Save Evaluation Scope = Configurator Configurator Evaluation Event = Save.
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? Subscription Pricing: Percent of Total, Percent of Total (%): Exclude from Percent of Total: False Subscription Term: 1 Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: True, Subscription Term: 12 Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: False, Subscription Term: 1 Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12.
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? Product Features Product Options Option Constraints Configuration Attributes.
Universal Container has four price-rules, each with differing Calculator Evolutions Event and Evaluation Orders. Which rule will evaluate first? Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On initialization Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate Rule D with Evaluation Order of 5, and Calculator Evaluation Event of on Calculate.
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? Primary, Subscription Term, and End Date Subscription Term and End Date Primary and Subscription Term Primary and Start Date.
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? Create three rules, each with one condition that compares the product field with the Configuration attribute filed. Create one rule with one condition that compares the product field with the configuration attribute filed. Create three rules, each with two conditions that compare the configuration attribute with a static value and the product field. Create one rule with three conditions, each that compares the configuration attribute filed with a static value.
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? Set the CPQ Package setting Renewal Model to Asset Based. Set the Product field Asset Conversion picklist to One per Unit. Set the Product field Asset Amendment Behavior picklist to Allow Refund. Set the Account field Renewal Model to Asset Based.
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? Add the API name of the Location field on the Quote to the Default Field picklist on process input. Add the API name of the Location field on the Quote to the Default Field picklist on the quote process. Create a Process Input field called Location and add the API name of the Location field on the quote to its picklist. Create twin fields that map between the Location field on the Quote to the Location process input.
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? The fields that appear in the Quote Line Drawer. The Quote fields that may be edited. The Quote Line fields that are visible. The fields that trigger a calculation event to occur.
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? Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Source Field equals Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c. Create a formula field on quote Line, SBQQ_Group_r. Distributor_r.Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals the newly created formula field. Add a Price Action to the price Rule Where. Source Field equals the newly created formula field. Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule Where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c.
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? Asset Conversion: One Per Unit Asset Conversion: One Per Line Subscription Price: List Price Subscription Type: One-Time.
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? Set the Discount Schedule on the Product Option records and mark the" Cross Products" checkbox as TRUE Set the Discount Schedule on Product Feature A and mark the "Cross Products: Checkbox as TRUE. Set the Discount Schedule on the Product Option records and mark the "Cross Products" checkbox as FALSE Set the Discount Schedule on Product Feature A and mark the "Cross Products" Checkbox as FALSE.
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 The Product's Default Quantity field value is equal to 1. The Product's Pricing Method field value is equal to Block. The Product is associated to a Product Option with the Type field value equal to Component. The Product has an associated Slab Discount Schedule.
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 Check the Quote's Primary checkbox for a value of True. Ensure the Quote's Account lookup is populated. Check the Quote's Primary checkbox for a value of False Ensure the Opportunity's Primary Quote lookup is populated. Ensure the Quote's Opportunity lookup is populated.
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? Required None Disabled Configurable Allowed.
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? The second Price Rule must be in a later Calculator Evaluation Event. The order of the Price Action for the first Price Rule must be earlier than that of the second. The second Price Rule must have the same Evaluation Order as the first. Both Price Rules must be moved to the Before Calculate Evaluation Event.
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? Override values are subject to Discount Schedule updates made by the Admin. The Opportunity status has changed to Proposal/price Quote. The Quote status has changed to Approved. The Save or Quick Save buttons are clicked.
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? Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets. Create a Twin Field of the Square Footage field on the Quote Line object. Create a Twin Field of the Square Footage field on the Asset and Subscription objects. Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions.
An Admin wants to update a field on all Quote Lines based on a Quote field. Which setup should the Admin use? Process Builder, with conditions that check the Quote field values, and the native functionality to update related records. A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines. A Custom Trigger on the Quote object, with a query to obtain all related Quote Lines, and an update operation after changing the field. A Workflow Rule, with conditions that check the Quote field values, and a Field Update to Update the Quote Lines.
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? {!SBQQ_Quote_cAdditional_Text_C} {!quote.Additional_Text_c} {!SBQQ_Quote_r.Additional_Text_c} {!quote_r.Additional_Text_c}.
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? One Three Four Two.
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? Select the bundled checkbox on each Product Option and mark the Product inactive. Select the Hidden checkbox for any Product that is a Product Option for the bundles. Select the component checkbox on any Product that is a Product Option for the bundles. Select the selected checkbox on each Product Option and mark the Product inactive.
Users should be able to quote ramp deals with non-consecutive time period. Which setting should the Admin turn on for this requirement? Select the Allow Non-Consecutive Custom Segments checkbox on the salesforce CPQ package settings. Select the Allow Non-Consecutive Custom Segments checkbox on the Price Dimension object. None of the above: all custom segments must be consecutive. Select the Allow Non-Consecutive Custom Segments checkbox on the Product object.
What is a valid formula for use in a Price Action where Target Object is Quote Line? $User.FirstName SBQQ__Product__r.Name SBQQ__Feature__r.SBQQ__Number__c SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c.
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. Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote. Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order. Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field. Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.
Universal Container (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product Selection screen. How can the Admin configure the Product to meet this requirement? Set the Asset Conversion field to One per unit. Set the Configuration Type field to Allowed. Select the Hidden checkbox on the Product. Select the Component checkbox on the Product.
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? 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. 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. 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. Create a Process Input Condition on Server Types Where Business Solution equals Consolidated IT. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions equals Manager Time & Expense. .
Which of the following is not a standard pricing method in Steelbrick CPQ? List Pricing Block Pricing Rollback Pricing Cost Pricing.
Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change? Mark the "Check Prior Purchases" checkbox as TRUE. List accounts with assets in the "Option Constraint Group" field. Look up the account with the assets on the "Account" field. Use a Product Rule instead of an Option Constraint. .
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature? Choose 2 answers Segmented Product Product Product Option Contracted Price.
Universal Containers sells a subscription service priced as follows: Which setup should the Admin implement for this pricing model? Two block price records and one discount schedule with three discount tiers Five block price records and one discount schedule with five discount tiers One discount schedule with five discount tiers Five block price records.
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 Picklist values in the Product Family field on the Product object HTML Template Content in the Quote document Configuration Attribute picklist values The Feature Name field on the Configure Products page.
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? After Calculate Before Calculate and On Calculate On Calculate and After Calculate On Calculate.
UC sells Product A with a tiered pricing model using a discount schedule with three discount tiers. They signed an agreement with their client ACME Tools that give this client a 50% discount on Product A with a flat rate for next calendar year. Which set of actions would meet these requirements? Create a price rule that clears the discount schedule and injects 50% into the Additional Discount field on the quote lines for Product A when the account associated with the quote is ACME Tools. Create a price rule that applies the 50% discount to the list price and injects it into the Customer Price field on the quote line when the account associated with the quote is ACME Tools. Create a price book specific to ACME Tools with a price book entry at half the price for Product A and create a workflow rule that assigns this price book to all opportunities for ACME Tools." Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record.
Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent. What should the Admin do to simplify this process? Upload the PDF into the Documents object folder named Output Attachments. Add the PDF as a required Additional Document on the Quote Template. Create an HTML Template Content record for the PDF and include it in a Template Section. Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
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? Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "NO Errors" Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders. 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 wants line items to be organized into pre-defined groups on the output document. The name of these pre-defined groups needs to be displayed above each group in the output to identify it. Which two ways can an Admin meet this requirement? Set the Group Filed field on the Quote Template or Template Section records. Create Solution Groups, allowing users to group products on the Quote Line Editor. New Quote Group field on each Product record with the associated group name Set the New Quote Group field on each Product record with the associated group name. Set the Group field on the Line Items type of Template Content record.
Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process. How should the Admin set up the bundle to meet this requirement? Set the bundle product record filed Configuration Type to Required and Configuration Event to Always. Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always. Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add.
Universal Containers wants to update a custom Quote Line field within the Quote Line Editor with a value of Low, Medium, or High to categorize the margin of each Quote Line. Which approach should the CPQ Specialist recommend to meet this business requirement? A Workflow Rule and field update on the Quote Line to update the picklist field A Process Builder on the Quote Line to update the picklist field A Price Rule with the Calculation Event of After Calculate to update the picklist field A Price Rule with the Calculation Event of On Initialization to update the picklist field.
Universal Containers has seven different sets of questions for its users to consider before displaying a subset of its complete product catalog for selection onto the quote. The set of applicable questions is determined by the answer to an initial question. How should the Admin set this up? Create eight quote processes (one for the initial question, seven for the subsequent ones) and switch between the processes using a workflow rule on the quote Create one product search filter that shows one of seven bundles with configuration attributes representing the values for the other questions. Create one quote process and dynamically display subsequent questions depending on answers to the prior question. Create a picklist on the opportunity to store the initial question answer, and seven quote processes set by workflow on the quote based on this filed.
The Admin decides to use a price rule to set a default 10% discount on Product A if a client has already purchased this item. Product A is non-subscription product. The Admin has already created price conditions to target quote lines for Product A where the additional discount fields are not populated. Which set of additional actions should the Admin take to support this prior purchase constraint? Create a summary variable counting the asset records for product A and create a price condition verifying that the summary variable is greater than the value 0. Create a summary variable counting the asset records for product A and create a price condition verifying that the quantity field on the quote line is greater than the summary variable Create a summary variable summing the quantity of the asset records for product A and create a price condition verifying that the quantity field on the asset object is greater than the value 0. Create a summary variable summing the quantity of product A from quote lines and create a price condition verifying that the summary variable is greater than the value 1.
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? The Segmented Summary Fields field set The Totals Field package setting The Summary Fields field set The Line Subtotals Total field package setting.
Universal Containers 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? Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule. Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to true and Approval Step 1 for each rule, then add all rules to the same Approval Chain. Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the unanimous checkbox to False on the Approver record. Create an Approver record for each user, and a single Approval Rule record related to one of the Approvers. Using the Next Approver lookup field, sequence each Approver record to form a chain.
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? Set the Sub Group Field to be Product Set the Total Field to be Net Total. Set the Group Field to be Product. Set the Roll up Field to be Product.
How do you ensure that the value a user inputs into a Configuration Attribute is preserved so that the user does not need to re-enter it when reconfiguring the bundle at a later time? Add the Configuration Attribute to the Referenced Fields field set Check the "Store Configuration Attribute Values" checkbox in the Steelbrick package settings Check the "Store Value" checkbox on the Configuration Attribute record Create a field on the Quote Line object that has the same data type and API name as the field you created on the Product Option object.
Which is not a pro-rate precision option (in the Package Settings)? Month Month + Week Month + Day Day.
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? Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add. Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit. Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options. What are three ways the Admin can adjust the design of this bundle to reduce scrolling in configuration? Choose 3 answers Set Option Selection Method to Add on the Product Features. Group the Product Features of the bundle into tabs using the category field. Change Option layout to Tabs on the bundle Product. Set System to True on the Product Options to be excluded from the configurator. Change Enable Large Configuration to True on the bundle Product.
Universal Containers allows clients to negotiate a discount for Product A until a specified date up contract activation. Which three fields on the Contracted Price record should be configured to satisfy this requirement? Contract Effective Date Discount Product Expiration Date.
If a manager is taking a leave of absence, how can the Admin using Advanced Approval ensure that another manager will receive Approval requests during the period in which the original manager absent? Create an Approval Rule with an Effective Start Date and Effective End Date spanning the absence. Populate the Approver field of the rule with the subtitle Approver, then add the rule to the existing Approval chain as the first step. On the original manager's Approver record, set the Delegated Approver lookup field to reference a different manager's Approver record, and set the Delegated End field for the date of the original manager's return. Create a new Approver record, with the Group ID field set to the ID of a Public Group that contains all of the managers. On the original manager's Approver record, click the Replace button and select the new Approver record. On the original manager's Approver record, reference a different manager's Approver record in the Next Approver lookup field. Clear the Next Approver lookup field once the original manager returns from leave.
Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be selected, and then have the User select Product Options from that page. How should the Admin set up the bundle for the display to work this way? Select the Required checkbox on each Product Option in the Bundle. Select Click as the Option Selection Method on the Bundle product. Select Add as the Option Selection Method on the Bundle product Select the Hidden checkbox on the Bundled Product record.
Which three CPQ pricing functionalities contribute to Regular Price during the price calculation sequence? Choose 3 answers Target Customer Amount Discount Schedules Contracted Price Prorate Multiplier Additional Discount Fields.
What is the correct order of data import to load Price Rules into CPQ? Costs, Price Books, Price Rules, Discount Categories, Discount Schedules Price Books, Price Rules, Lookup Queries, Price Conditions, Price Actions Summary Variables, Price Rules, Price Conditions, Lookup Queries, Price Actions Price Books, Price Rules, Price Dimensions, Discount Tiers, Price Actions.
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? Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products. Apply a separate discount schedule to the Product Option records in each Bundle. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle. Change the Product Option Type for Product L to Related Product in both Bundles.
Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10. Each region has some Products which are region-specific and unavailable to users from other regions. Managers can add Products to a sales rep's Quotes that are inaccessible to other sales reps. Which two steps should the Admin take to meet the business requirement? Choose 2 answers Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps. Use Product rules to hide Products from some sales reps. Add a Search Filter to the add Products Custom Action to filter Products based on the current user. Create a single Price Book with all Products. Share the Price Book with all users.
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? IF(TEXT(Payment_Frequency_C) = "Monthly" , SBQQ_PriceBookEntry_r.UnitPrice * 1.1, SBQQ_PriceBookEntry_r.UnitPrice) IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_OriginalPrice_c * 1.1, SBQQ_OriginalPrice_c) IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c) IF(TEXT(Payment_Frequency_c) = "Monthly", SBQQ_Product_r.SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c).
In order to assign a fixed price to a Product based on a range of quantities (which would override the automatic calculation of quantity x unit price) you would use? List Pricing Contracted Pricing Block Pricing Cost & Markup Pricing.
What does Approvals Archived__c need to return to properly archive approval records? False True 0 1.
Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price. Which CPQ package settings should UC use to meet the business requirement? Subscription Term unit: Month Subscription Prorate Precision: Month + Daily Subscription Term unit: Month Subscription Prorate Precision: Month Subscription Term unit: Month Subscription Prorate Precision: Day Subscription Term unit: Day Subscription Prorate Precision: Day.
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book. When the Product is selected under a bundle, the price should be included as part of the bundle. How should the Admin meet this requirement? Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the Bundled field to True. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the System field to True. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the Selected field to True. Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD. Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR. On both Product Option records, set the Required field to True.
An Admin has created a Quote Template record and has set the Group Field field to SBQQ__Optional__c. When a User attempts to preview the output document using this Quote Template, this error appears: ""Invalid conversation from runtime type Boolean to String."" Why is this error occurring? The user did not create any groups on the quote. SBQQ__Optional__c is not a Quote Line field. The user did not mark any products as ""optional."" SBQQ__Optional__c is not a text field.".
Formula fields may be used as a Conditional Print Field to control whether a section appears or not. True False.
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too slow. Management has asked the Admin to Streamline the Quote Line Editor so calculations occur automatically after each change is made. Which Managed Package setting should the Admin enable to meet this requirement? Enable Quick Calculate Use Inactive Prices Calculate Immediately Use Legacy Calculator.
UC Admin wants to prevent a Quote Term from being edited by non-admin users. What should the Admin do to meet this requirement? On the Quote Term object, make the Object Read-Only On the User Profile, make the object Read-Only." On the Quote Term record, check the Read-Only checkbox. On the Quote Term record, check the Locked checkbox.
UC has three different quote processes for guided selling. The Admin wants to dynamically assign the appropriate quote process to a quote based on the customer's region. What should be done to meet this requirement? Create a workflow rule to update the Quote Process ID field on the Quote Create a workflow rule to update the Quote Process ID field on the Quote Line Group Create a trigger to update the Process Inputs Region field on the Quote Process. Create a trigger to update the Process Inputs Region field on the Quote.".
An Admin at UC added a new logo to the Documents folder for use in the quote template. After adding the image to an HTML Content Section and testing, the image is too big. What should the Admin do to resize the image and to maximize image quality? Wrap the image in a span tag and resize using CSS. Use inline CSS height and width properties in the img tag. Resize in an image editor outside of Salesforce. Add HTML height and width attributes in the img tag.
Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of these sections to render on its own page, no matter if the text field fills an entire page or not. Which two will determine how the page breaks? Under the Keep Separate picklist, select the Always option on each of the Template Sections. Under the Keep with Previous picklist, select the Always option on each of the Template Sections. Under the Page Break picklist, select the Before option on each of the last three Template Sections. Under the Page Break picklist, select the After option on each of the first three Template Sections.
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 120, -20, 40 80, 0, 40 100, 80, 120 100, -20, 40.
Universal Containers has a bundle configured and wants to add user selectable products to the configuration that will affect the bundle price. How should the CPQ Admin configure the bundle? Choose one answer Add a Product Rule. Add a Price Rule. As a Product Option. As a Product Feature.
What is the correct order of data import to load Quote Template in CPQ? Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions.
Upon checking the Contracted checkbox on an Amendment Opportunity, a new Contract is generated. False True.
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? Create a custom Page Layout and add the custom Contract Name field to the layout. Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.
Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote. 1. Revenue Account on the quote object is set as "Interest Revenue". 2. Product A has been added to the quote line. 3. User Count on the account is greater than 25. According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product A needs to exist on the quote line and the User Count needs to be greater than 25 in order for the additional discount to be applied. How can the CPQ Admin set this up in advanced conditions on a price rule to reflect this requirement? (1 AND 3) OR 2 (1 AND 2) OR 3 1 OR (2 AND 3) 1 AND 2 OR 3.
The Admin at Universal Containers recently created a new custom field referenced on the Target Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price Action failed to populate the custom field. The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate. How can the Admin ensure this custom field can be referenced by the calculator? Revoke the Advanced Calculator and re-authorize the Calculation Service. Rename the custom field label, then recreate the Price Action to reference the new field label. The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.
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? Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Required on the Product Options. Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Bundled on the Product Options. Set the Configuration Event field on the bundle Product to be Required, and select the checkbox for Required on the Product Options. Set the Configuration Event field on the bundle Product to be Allowed, and select the checkbox for bundled on the Product Options.
Universal Containers requires its customers to commit to a new 12-month Contract Term whenever requests to modify the existing Contract are made. Which two steps should the Admin take to generate accurate Order records? Choose 2 answers Amend the existing Contract and extend the End Date to 12 month from today. Process the Amendment using the normal Quote > Order > Contract flow Use the Evergreen Contract feature to permit existing Contracts to be extended beyond the original term. Renew the existing Contract, amend the Quote Start Date to today, and modify the Quote Lines to reflect a new 12-month term. Process the Renewal using the normal Quote > Order > Contract flow. Amend the existing Contract, updating all Quote Line Quantities to zero, effectively cancelling the Contract. Process the Amendment using the normal Quote > Order > Contract flow.
Universal Containers 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 set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier? Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount schedule. Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as True on the Discount Schedule. Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox as False on the Discount Schedule. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.
Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30. In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement? Choose 2 answers Include Monthly Price in the Quote Line Editor Field set. Create a custom formula Indicating if the Payment Terms are Net 30. Set the Conditional Print Field on the Line Column record. Create an additional Line Items section without the Monthly Price field.
The Admin at Universal Containers has a requirement within a specific bundle to ensure that product B it is automatically selected when the User selects Product A. The Admin correctly configured it Product Rule to meet this requirement, however the rule does not fire when Product A is selected. What needs to be adjusted so that the Product Rule fires as expected? Set Apply Immediately to True on Product record for Product B. Set Apply Immediately to True on Product Option record for Product B. Set Apply Immediately to True on Product Option record for Product A. Set Apply Immediately to True on Product record for Product A.
"When configuring a bundle, Universal Containers users must select Product B and Product C in order to add Maintenance Product A. How should the CPQ Admin set this up to meet the requirement? Choose one answer Create two ""Exclusion"" Option Constraints for Products B and C and have Product A as the constrained option for both Option Constraints. Create two ""Dependency"" Option Constraints for Products B and C and have Product A as the constraining option for both Option Constraints Create a ""Dependency"" Option Constraint for Product B and an ""Exclusion"" Option Constraint for Product Create an Option Constraint Group ""Maintenance"" to require that Product A can only be selected when Products B and C are 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? Write a custom trigger. Create price rules and formula fields. Combine roll-up fields with formula fields. Use package product code.
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? Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. Create two Product Options, Maintenance and Support. The Support option should have a lower value in the "Number" field. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the "Number" filed.
Which of the following is not part of the structure of a Pricing Rule Price Action Price Display Price Condition Price Rule Detail.
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? Create a single product with three monthly price dimensions Create three products to represent the setup fee, the installation fee and the monthly fee each with a monthly price dimension, and combine them into a bundle. Create a single product with two monthly price dimensions and one one-time price dimension. Create a single product with two one-time price dimensions and one monthly price dimension.
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? Update the Custom Action Location to eft. Change the Actions Column Placement in package settings to Left. Move the Clone and Delete actions into the Quote Line Editor drawers. Set a lower value in the Display Order field in the Custom Action record.
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? An Alter Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition. 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. 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 Validation Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount.
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? Check the Hidden checkbox on the Bundle Product Record Check the Exclude From Opportunity checkbox on the Bundle Product Record. Check the Optional check box on the Bundle Product Record Check the Hidden checkbox on the Product option Record.
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