CPQ-SPECIALIST Online Practice Questions and Answers

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

A. Add a Price Rule.

B. Add a Product Rule."

C. As a Product Option.

D. As a Product Feature.

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

A. Update the EditLinesFieldSetName formula to return "Process" in the returned comma-separated stream.

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

C. Edit the "Quote Line Layout" page and drag the Process field into the "Line Editor" section.

D. Add the "Process" field to the "Line Columns" multi-select picklist on the Salesforce CPQ Installed Package settings.

A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True.

What are two ways a sales user should generate an accurate Renewal Quote? Choose two answers.

A. Clone the original Quote and update Quote Type to Renewal.

B. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related list.

C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.

D. Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.

"17. UC has a requirement that, on any individual Quote, the quantity of Product Family A can never exceed the quantity of Product Family B. The Admin is setting up a Product Rule with the following: (Note: not part of question: See salesforce help article. Product family A (Printers) can not exceed quantity of product family B (Toner) (You need enough toner or more to operate the quantity of printers.)

.Summary Variable A: Sums the Quantity of Product Family A (Printers) .Summary Variable B: Sums the Quantity of Product Family B (Toner)

Which two error condition setups will meet this requirement?

Choose 2 answers

A. -Summary Variable A goes in the Filter Variable field -Summary Variable B goes in the Tested Variable field -Operator is set to Less or Equals

B. -Summary Variable A goes in the Filter Variable field \/ O -Summary Variable B goes in the Tested Variable field -Operator is set to Less than

C. -Summary Variable A goes in the Tested Variable field \/ O -Summary Variable B goes in the Filter Variable field -Operator is set to Greater than

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

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

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.

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

1.

Revenue Account on the quote object is set as "Interest Revenue".

2.

Product A has been added to the quote line.

3.

User Count on the account is greater than 25.

According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product A needs to exist on the quote line and the User Count needs to be greater than 25 in order for the additional discount to be applied. How can the CPQ Admin set this up in advanced conditions on a price rule to reflect this requirement?

A. 1 OR (2 AND 3)

B. (1 AND 2) OR 3

C. 1 AND 2 OR 3

D. (1 AND 3) OR 2

An Admin wants to set up a bundle product so a user can view all available options and selected options by scrolling in a single page. Which updates should the Admin make to meet this requirement?

A. Update Option Layout on the parent Product record to Wizard.

B. Create Features related to the parent Product and assign each Feature the Option Selection Method of Dynamic.

C. Update Option Layout on the parent Product record to Sections.

D. Create Features related to the parent Product and assign all Options to one of the created Features.

The Universal Containers sales operations team wants to ensure that without reopening the Quote LineEditor, quotes have current information prior to submitting them for approval.

Which two actions could the admin take to meet the business requirement?Choose 2 answers

A. Change the value of a field in the Calculating Fields Field Set.

B. Q Create a new Lightning button to trigger recalculation.

C. Add the Calculate button to the quote layout.

D. Create a Flow to trigger recalculation upon record save.