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WorksheetsConfigure Price and Quote
Total questions: 109
Worksheet time: 3615secs
*Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
Bundled
Required
Quantity Editable
Selected
*Universal Containers has Products that should only be selected as part of a bundle.
How should the admin configure CPQ so users are unable to add this Product outside of a bundle?
Ensure that the Component checkbox on the Product is set to TRUE.
Create a Product Rule with a Remove action when the Product is sold a la carte.
Ensure that the Configuration Event field on the Product is set to Always.
Remove the Product's Price Book Entry, then set Unit Price on the Product Option record.
Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes.
How should the Admin set up this data flow?
A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.
Renewal Quote Line values are automatically mapped from original Quote Lines.
A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.
A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.
*The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote Lines and then the team selects the Ordered checkbox.
What updates should the sales operations team expect?
An Order without Order Products is created.
A second Order is generated with the remaining Quote Lines
An error is thrown informing the user an order already exists.
The existing Order is updated with the remaining Quote Lines.
*Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date. What should the admin configure in the product to meet this requirement?
When creating the Product record, the SBQQ__SubscriptionType__c field and the SBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support requested by the customer.
A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support requested by the customer.
When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use the SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support requested by the customer.
When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Use the SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months of Support requested by the customer.
Universal Containers has a single Price Book for several currencies. The Admin is creating a Primary Quote from an Opportunity and notices the Quote inherits the Price Book from the Opportunity.
Which Product will be available within the Product Selection page?
All Products with Price Book Entries in all Active Currencies.
All Products with Price Book Entries when Dated Exchange Rates are enabled.
All Products with Price Book Entries with a positive Price.
All Products with Price Book Entries in the Opportunity/Quote Currency.
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 fields Configuration Type to Disabled and Configuration Event to Always.
Set the bundle product record filed Configuration Type to Required 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
An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.
How should the Admin make the prices visible again?
Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.
Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.
Go to the Product Option record and check if the Default Pricing Table field is set to Standard.
Go to the Product Option record and check if the Price Editable field is False.
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
100, -20, 40
100, 80, 120
80, 0, 40
Universal Containers sells Subscription Products with prorated pricing dependent on the total Subscription Term as follows:
- Product A is configured to have a 36 Month Subscription Term (SBQQ__SubscriptionTerm__c = 36) with a List Unit Price of $36,000.
- Product B is configured to have a 1 Month Subscription Term (SBQQ__SubscriptionTerm__c = 1) with a List Unit Price of $2,000.
Each Quote Line has a Quantity of 15. The Quote has a Subscription Term of 18 Months without a discount applied.
What is the expected Prorate Multiplier and resulting Net Total for both Quote Lines?
• Product A Prorate Multiplier - 0.5
• Product A Net Total = $270,000
• Product B Prorate Multiplier - 18
• Product B Net Total = $540,000
• Product A Prorate Multiplier = 0.5
• Product A Net Total - $27,000
• Product B Prorate Multiplier = 18
• Product B Net Total - $36,000
• Product A Prorate Multiplier - 0.5
• Product A Net Total = $270,000
• Product B Prorate Multiplier - 18
• Product B Net Total = $360,000
• Product A Prorate Multiplier = l
• Product A Net Total - $27,000
• Product B Prorate Multiplier = 1
• Product B Net Total - $36,000
*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 trigger a calculation event to occur.
The fields that appear in the Quote Line Drawer.
The Quote Line fields that are visible.
The Quote fields that may be edited.
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:
1- Bundle products to show in the Product Selection page.
2- 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 Component checkbox on any Product that is a Product Option for the bundles.
Select the Hidden for any Product that is a Product Option for the bundles.
Select the Selectbox on each product option and mark the Product inactive.
Select the bundle on each Product option and mark the Product inactive
UC wants to show a custom text field on their Quote Document. This field with API name
Additional_Text__c already exists and is located on the Quote object.
What is the correct syntax to insert this into an HTML Template Content?
{!quote.Additional_Text__c}
{Iquote__r.Additional_Text__c}
{ISBQQ__Quote__r.Additional_Text__c}
{ISBQQ__Quote__c.Additional_Text__c}
Universal Containers wants to allow customers to return and receive credit for asset Products.
How should the adm meet the requirement?
Set Asset Amendment Behavior to Allow Refund for the Product and set a negative Quantity on the Amendment Quote.
Set Asset Amendment Behavior to Allow Refund for the Product and reduce the Quantity on the Amendment Quote.
Edit the Quantity field on the Asset record to reflect the updated Quantity.
Edit the Effective Quantity field on the Asset record to reflect the updated Quantity.
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
Set the Conditional Print Field on the Line Column record.
Include Monthly Price in the Quote Line Editor Field set.
Create a custom formula Indicating if the Payment Terms are Net 30.
Create an additional Line Items section without the Monthly Price field.
Universal Containers (UC) maintains a large Product catalog with more than 500 Products. Ten Products from various Product Families are frequently requested and purchased by UC's customers and must be easy to find for users.
How should the admin meet the requirement?
Set the Sort Order for each of the ten Product records to a numeric value that is greater than any other Product.
Create a Custom Action with Search Filters that targets the Product Selection page to show only the ten Products.
Create a Custom Action that targets the Product Configuration page for a bundle that contains the ten Products.
Create a Global Action to clone a pre-made Quote containing the ten Products, and then refresh prices.
At Universal Containers, each storage container is configured as a bundle. An important property of the bundle is cubic volume. The volume selected at the bundle level must match the volume of every Product Option.
Which two actions must the Admin take to allow a sales rep to choose a volume that will apply to all Product Options? Choose 2 answers
Set up a Lookup Price Rule referencing a custom object.
Create a Feature level Configuration Attribute.
Set the Configuration Attribute with Apply to Product Options to True.
Create a bundle level Configuration Attribute.
Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor.
How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?
Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user's profile.
Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user's profile.
Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.
Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user’s profile.
*Subscription Product A has a Subscription Term of 6, a List Price of $100, and a Ranged Discount Schedule. A user has added this Product to a Quote with a Term of 12. The Ranged Discount Schedule is automatically applying a Discount of 25%.
What is the Regular Price in this scenario?
Regular Price of $150
Regular Price of $75
Regular Price of $200
Regular Price of $100
Universal Containers wants to update the Quantity of a Product in the Line Editor with a Price Rule. The rule should apply only for this one specific Product.
What should the Admin do to ensure that the Price Rule only changes Quote Lines referencing this Product?
Create a Price Condition against a Quote Line field that contains a value that is unique to the product selected.
Create an Error Condition against a Quote Line field that contains a value that is unique to the product selected.
Fill in the Product field on the Price Rule with the Product.
Fill in the Lookup Object field on the Price Rule with the Product.
Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has created a Product Rule with a Configuration Rule.
Which additional supporting records should the Admin configure so the Product Rule meets this requirement?
An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product.
An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software.
An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products.
An Error Condition should check the Product Family value on the Product Option record. A Product Action using the Filter Field should Hide the Products.
An admin sets Asset Conversion for a non-subscription Product A to "One per unit." A sales rep creates a quote that includes Product A with a quantity of 2. Sales Operations creates an order from the quote, then creates a contract from the order, then creates a renewal opportunity from the contract.
Which object(s) show multiple records related to Product A?
Asset and Order Product
Order Product
Asset and Opportunity Product
Asset
*Universal Containers has a high volume of contracts that are renewed each year. Recently, a number of orders have failed to generate a contract despite those orders being activated and containing subscription-based products.
Where should the admin look to identify the source of the error?
Debug Logs
Apex Jobs
Record Jobs
Paused & Failed Flow Interviews
Universal Containers sells a container management bundle with Product Options representing different service levels. The admin has created a Configuration Attribute for the bundle to let users specify the service level while in the Quote Line Editor.
Which two actions should the admin take to limit the options in the bundle that are displayed to the user when a service level is selected?
Choose 2 answers
Create a Selection Price Rule that automatically shows and hides Product Options based on the service level.
Create a Selection Product Rule that automatically shows and hides Product Options based on the service level
Ensure Apply to Product Options is set to TRUE on the Configuration Attribute.
Ensure Apply Immediately is set to TRUE on the Configuration Attribute.
*Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager.
How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?
Set Next Automated Approver Determined By to Manager on the Approval Process.
Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.
Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.
Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.
*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?
Move the Clone and Delete actions into the Quote Line Editor drawers.
Change the Actions Column Placement in package settings to Left.
Update the Custom Action Location to left.
Set a lower value in the Display Order field in the Custom Action record.
*A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change.
How can the sales ops team ensure the renewal Quote reflects the increased quantity?
Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quoted checkbox on the Contract.
Terminate the Contract with an End Date of November 30, and set the renewal Quote Start Date to December 1 of this year.
Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
Universal Containers (UC) has rolled out a new product, Warranty, priced as 10% of all the hardware products on the Quote. After implementing, UC realizes that the price is calculating a percentage of the prices before discounts have been applied, whereas UC actually wants it to reflect the discounted prices.
Which field should UC update to ensure the pricing is correct to meet the requirement?
Update Percent of Total (%) on the hardware products to 10.
Update Percent of Total Target on Warranty to Standard Warranty.
Update Percent of Total Category on the hardware products to Hardware.
Update Percent of Total Base on Warranty to Net Price.
*A sales rep at Universal Containers is trying to determine why a new Contract was unable to be created from a recently contracted Order. The sales rep has confirmed that the Order is for a new customer. This is the sales reps first attempt to contract the Order.
What are three troubleshooting steps an admin should take to identify the issue7
Choose 3 answers
Confirm that each of the Order Products have been activated.
Ensure the Order Start Date is later than the Opportunity Close Date.
Check recent Apex Jobs to identify any errors in the contracting process.
Verify that the related Opportunity is in Closed/Won status.
Ensure there is at least one subscription-based Order Product on the Order.
*Universal Containers has come to an agreement for future pricing with a specific customer. The agreement is for special volume-based tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.
Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
Create a Discount Schedule and add it to the Discount Schedule field on Product A.
Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.s
*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: Day
Subscription Term unit: Month
Subscription Prorate Precision: Month
Subscription Term unit: Month
Subscription Prorate Precision: Month + Daily
Subscription Term unit: Day
Subscription Prorate Precision: Day.
*An admin has created a Small Business Bundle product with List Price = $5.00 with these Product Options:
If a user adds this bundle and saves it without making changes to the configuration, what will the Package Total be on the Small Business Bundle parent product Quote Line?
$17.50
$25.00
$37.50
$5.00
An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of “starts with”.
If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?
Sales reps can replace the text, but are unable to leave the required field blank.
Sales reps can change the operator from “starts with” to “contains”.
Sales reps can see the filter, but are unable to alter the filter text.
Sales reps can delete the text to ignore the filter.
*If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure that another manager will receive Approval requests during the period in which the original manager is absent?
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.
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 substitute 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
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.
*When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for each downloadable Product sold.
How should the Admin meet the business requirements?
Set Asset Conversion for each downloadable Product to One per quote line.
Set Asset Conversion for each downloadable Product to null.
Set Asset Conversion for each downloadable Product to One per unit.
Set Asset Conversion for each downloadable Product to a custom value.
Universal Containers has four Price Rules with different Calculator Evaluation Events and Evaluation Orders.
Which rule will evaluate first?
Rule D with Evaluation Orcer of 5, and Calculator Evaluation Event of On Calculate
Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate
Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate
Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On Initialization
An admin wants Configuration Attribute X to appear on the configuration page of bundle Y. The value selected will drive a Selection Product Rule and 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 to meet this requirement?
Configuration Attribute and Product Option
Product Option and Quote Line
Product Option and Quote
Configuration Attribute and Quote
*Which three CPQ pricing functionalities contribute to Regular Price during the price calculation sequence? Choose 3 answers
Additional Discount Fields
Prorate Multiplier
Contracted Price
Target Customer Amount
Discount Schedules
Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
Set the Product’s Sort Order as the only null Sort Order of any Product.
Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
Set the Product Code as the first alphabetically of any Product’s Product Code.
Set the Product’s Product Code as the only null Product Code of any Product.
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?
Set Ignore Parent Contracted Prices to true on the parent contracted price.
Create a new contracted price for Product A on the business unit account with a price of $300.
Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.
Set Ignore Parent Contracted Prices to true on the business unit account record.
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?
Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.
Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.
Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.
*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
Configuration Attribute picklist values
The Feature Name field on the Configure Products page
HTML Template Content in the Quote document
A Configuration Attribute displays a Product Option picklist field named Custom_Picklist__c. A picklist field with the same name exists on the Quote Line object, and is set to restrict the picklist to the values defined in the value set. The Quote Line picklist contains fewer values than the field from the Product Option.
Which behavior can the user expect if they choose a value for the configuration attribute that is unique to the Product Option picklist, and then tries to save the bundle?
The selected value is saved to the quote line field.
An error message appears that prevents saving the configuration.
The Save button is gray and unavailable In the configurator.
A null value is saved to the quote line field.
UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote.
Which two represent a valid configuration to meet this requirement? Choose 2 answers
Pricing Method set to List and Subscription Pricing set to Percent of Total
Pricing Method set to Percent of Total and Subscription Pricing set to Custom
Pricing Method set to Percent of Total and Subscription Pricing blank
Pricing Method set to Custom and Subscription Pricing set to Custom
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers:
Set the Order By field on the Quote Line to Product Family.
Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
Set the Order By field on the Quote to Product Family.
Enable Allow Multiple Orders from a checkbox on the Quote.
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 Orders checkbox as True on the Discount schedule.
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 Products checkbox as False 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.
Cloud Kicks (CK) has recently phased out Product Option X and is no longer actively selling it to new customers. New customers can sign up for the current Product Option Y Instead.
Management has decided that CK will also migrate existing contracts to this new product version at renewal.
Which steps should the admin take to achieve this?
Update the Renewal Product fleld an the Product and Product Options, and set the Renewal Forecast checkbox to TRUE an the Contract record.
On the Subscription record, change the Product Lookup to refer to the new version of the Product.
Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,
Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.
An Admin has created a validation Product Rule that must display an error message upon clicking Save if a Product Option is selected while a Configuration Attribute is set to a specific value. When the user chooses the Product Option, then sets the Configuration Attribute to the specific value, the error message appears before Save is clicked.
What can the Admin change on the Product Rule or Configuration Attribute to ensure the error message only appears upon clicking Save?
Add a Product Rule Error Condition to check if Evaluation Action = Save.
Change the Product Rule field Evaluation Event to Save.
Change the Product Option field Apply Immediately to True.
Change the Configuration Attribute field Apply Immediately to False.
Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products page, a list of the first 2,000 Products Is displayed in a disorganized manner. The product management team wants the products to display in collapsible groups based on the product family.
How should a CPQ specialist enable this functionality from the
Salesforce CPQ managed package configuration settings?
Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.
Add the Product Family field to the Search Results Field Set on the Product object.
Select Product Family in the Product Search Plugin field in Plugins.
Select Product Family in the Product Results Group Fleld Name field In Additional Settings.
Universal Containers has a multi-layer bundle with a Percent of Total option in the first level. This Percent of Total option's calculation should be based on other options in the same level.
How should the Admin set this up?
Set the Percent of Total Scope field on the Product Option record to a value of Components.
Set the Percent of Total Scope field on the Product Option record to a value of Group.
Set the Percent of Total Scope field on the Product Option record to a value of Package.
Set the Percent of Total Category field on each Product in the bundle to the same value.
\How should the Admin ensure Universal Container’s users can generate output documents in Microsoft Word format?
Set the Allow Output Format Change checkbox on the Quote Template.
Create a second Quote Template in Microsoft Word format.
Create duplicate Template Sections in Microsoft Word format.
Set the Allow Output Format Change checkbox on each user in User Settings.
An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads.
Which steps should the admin take to meet this requirement?
Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.
Create a Process Builder to update the Product Option field that is used for the Configuration Attribute value. Set the process to trigger upon new record creation.
Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?
Separate Quotes must be created for each unique Start Date.
Set both the Order by Quote Line Group and Ordered checkboxes to True.
Change Default Order Start Date in CPQ Package settings to Quote Start Date.
Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
*Universal Containers (UC) sells Product A for an initial, fixed price without the ne«d for renewal behavior. UC must be able to track an individual senal number on the Asset record for each Product A sold.
Which Product field value should the admin set up to handle this use case?
Asset Conversion: One Per Line
Subscription Type: One-Time
Asset Conversion: One Per Unit
Subscription Price: List Price
Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group.
How should the Admin meet the business requirements?
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.
Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.
Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.
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?
Create a Quote picklist field named output Language, With language codes as values.
Create Localization records for individual Quote Terms for all three languages.
Enable “Allow Output in Different Languages” In the managed package settings.
Set the Quote Term field Language to the desired output language for each Quote Term.
An admin has implemented a new CPQ business requirement In a sandbox. They have created new products and used them to construct a bundle. The admin has also created a Product Rule that automatically selects Product Options when the user selects a specific Configuration Attribute.
In which sequence should the admin migrate the records related to the new CPQ functionality In order to maintain record relationships?
Products, attributes, options, rules
Products, options, attributes, rules
Products, attributes, rules, options
Attributes, products, options, rules
Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?
Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
Create a Filter Product Rule and Product Action with Type set to Optional Filter.
Set the Default field on the Add Products Custom Action to TRUE.
Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
Core Salesforce Quote object
CPQ Quote Line object
Opportunity object
CPQ Quote object
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 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.
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.
Universal Containers (UC) has categorized its Products into three Product Families. When rendering a document, UC wants to separate the Products into different Line Item tables by Product Family.
How should the admin meet the requirement in the most efficient manner?
Create a single Template Section, and use the Group Field functionality to ensure appropriate grouping by Product Family.
Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Filter field.
Create a single Template Section, and use the LineSortField special field to ensure appropriate grouping by Product Family.
Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Conditional Print field.
Universal Containers has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the Net Price of all Shipping Container products added to the Quote.
When generating a partial Order via the Create Order button, the Admin notices the Standard Warranty was absent from the Order Product selection page.
What should the Admin do to allow the Standard Warranty product to create an Order Product?
Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.
Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.
Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.
Set the Product Family picklist on the Standard Warranty product’s Product record to Services.
An admin created a dynamic bundle and needs a Product Rule to limit which products users see when configuring the bundle.
Which type of Product Action should the Admin create to ensure that only a specific set of products may be selected for the dynamic bundle?
Optional filter
Show
Default filter
Enable
An Admin has created a new bundle, and a separate, unrelated Product Rule. Universal Containers wants the Rule to fire within this specific bundle.
What is a valid setup for the Configuration Rule?
The Configuration Rule must be associated with Product records used in Product Actions.
The Configuration Rule must be associated with the Product Feature used within the bundle.
The Configuration Rule must be associated with the Product Option records used in Product Actions.
The configuration Rule must be associates with the Parent Product in the bundle.
Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created.
Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied.
What should the Admin configure to meet the requirement?
Automate setting the Renewal Forecast checkbox on the current Contract upon creation.
Automate renewal forecasting with a Lightning Quick Action on the Opportunity.
Automate setting the Renewal Quoted checkbox on the current Contract upon creation.
Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.
How should an admin enable renewal uplift on an Account?
Change the Renewal Pricing Method to Same on the Account.
Select the Combine Subscription Quantities checkbox on the Contract record related to the Account.
Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.
Update the Markup (%) field on the Renewal Quote.
*What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Steps?
Choose 2 answers:
Any group member may approve.
Smart Approvals can exclude group members below the approval threshold.
Approval must be obtained from one group member at a time.
All group members most approve.
*Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product Ramify Y by 10% upon renewal.
Which two actions should the admin take to ensure CPQ applies the correct price uplift?
Choose 2 answers:
Fill in the Appropriate Renewal Uplift Rate on each Subscription record.
Set the Renewal Pricing method on the Contract to Uplift
Set the Renewal Pricing Method on the Account to Uplift.
Fill in the appropriate Renewal Uplift Rate on each Quote Line record
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?
The Revised Quantity has been set on the Subscription record.
The Products have a Discount Schedule and Cross Order is not selected.
A Price Rule is firing Before Calculate and changing the Regular Unit Price.
A Price Rule is firing On Calculate and changing the Effective Quantity.
An Admin is creating a Product Rule with an Advanced Condition.
How should the Admin reference a specific Error Condition record in the text of the Advanced Condition field?
API name of the field in the Tested field.
Salesforce ID of the Error Condition record.
Value of the Index field.
Value of the Condition # field.
An admin is working on a Primary Quote attached to an Opportunity. The Price Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synched to the Opportunity, and zero error messages are displayed.
Which three reasons explain why these Products failed to create Opportunity Products? (Choose three.)
Only Products with a price greater than zero synch to the Opportunity.
Only Products with an Effective Quantity greater than zero synch to the Opportunity.
Exclude from Opportunity is checked on the Product record.
Validation Rules on the Opportunity Product silently fail.
Some Products are missing Price Book Entries.
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:
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.
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.
How can an Admin prevent users from reconfiguring a specific bundle after initial configuration?
Set the Configuration Type to Disabled.
Set the Configuration Type to Allowed and Configuration Event to Always.
Set the Configuration Type to Allowed and Configuration Event to Add.
Set the Active checkbox on Reconfigure Line Custom Action to False.
Universal Containers (UC) sells its Products in three currencies: USD, GBP, and EUR. UC wants to make a renewable Support SKU available for selection in only USD and EUR and has completed the necessary configuration and/or record creation to support the behavior.
What is the expected behavior when a user attempts to add the Support SKU to a Quote in each currency?
• USD: Product is unavailable In Product Selection
• GBP: Product is unavailable In Product Selection
• EUR: Product is unavailable in Product Selection
• USD: Added to Quote at Pricebook Entry's Ust Price
• GBP: Added to Quote with 0 List Price
• EUR: Added to Quote at Pricebook Entry's List Price
• USD: Added to Quote at Pricebook Entry's List Price
• GBP: Product is unavailable in Product Selection
• EUR: Added to Quote at Pricebook Entry's List Price
• USD: Error presented to User in Product Selection
• GBP: Error presented to User In Product Selection
• EUR: Error presented to User in Product Selection
When using Advanced Approvals, a sales rep submits a Quote for Approval. On the Preview Approvals page, multiple Approval Chains display on screen from left-to-right.
How is the approval order determined?
The Approval Chains start the same time and are completed independent of other chains.
The Approval Chains are completed in the order displayed on screen.
The Approval Chain with the lowest Approval Step is completed first.
The Approval Chain with the lowest Final Approval Step value is completed first.
In what way does Smart Approvals expedite the approval process?
Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
Quotes within defined thresholds will be automatically approved.
Quotes within defined thresholds will be automatically approved.Quotes with multiple steps in the approval chain go directly to the highest approver required.
Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
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?
Custom page security plug-In script
Product Rules of filter type
Price Rules
Custom Action with Search Filter
Northern Trail Outfitters has two products:
(see the image)
Both products are added to a one year quote. The Adventure in a Box product has a list price of $10 with a discount of 50%.
What Is the expected Net Total of Premium Support?
$60.00
$54.00
$12.00
$6.00
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?
Configuration Attributes.
Product Options.
Product Features.
Option constraints.
Product A has the "One per unit" option selected within the Asset Conversion picklist. Users are reporting that when they modify the quantity for Product A on an amendment Quote, the following error displays:
"Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update."
What should the CPQ specialist do to ensure sales reps can edit the quantity of asset-based products within an amendment Quote?
Set the Asset Conversion field value to "None".
Set the Asset Amendment Behavior field value to "Default".
Set the Asset Amendment Behavior field value to "Allow Refund".
Set the Asset Conversion field value to "One per Quote".
A sales rep at Universal Containers Is configuring an amendment Quote. The original Quote featured a single annual Subscription with a Net Unit Price of $600, a Quantity of 10, and a Subscription Term of 24 months. Ten months into the term of the Contract, the sales rep wants to issue a prorated refund for the original purchase and quote a new, more expensive Subscription In its place.
Using the standard price waterfall, what is the expected Net Total of the amended Subscription once the Quantity is set to 0?
-$250
-$2,500
-$350
-$3,500
*Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?
Quote Line field values:
List Price: $100 -
Quantity: 5 -
Discount Schedule field values:
Type: Slab -
Discount Unit: Percent -
Discount Tiers:
$480.00
$450.00
$500.00
$470.00
*Universal Containers has two products:
• C-STOR-L, which Is a Large Storage Container.
• C-LID-L, which is a Lid for a Large Storage Container.
These are Product Options within the same bundle. C-STOR-L is required before C-LID-L is selected in the bundle. The admin wants to create an Option Constraint.
Which field should C-LID-L be stored in to meet this requirement?
Constrained Option
Optional SKU
Constraining Option
Configured SKU
Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50.
The Admin decides to use a Price Rule targeting the Configurator to implement this price change.
Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule?
- One Price Condition using a Summary Variable counting Product A to verify that Product A is selected.
- One Price Action to inject the value 10 into the Quantity field
- One Price Action to inject the value 50 into the List Unit Price field
- One Price Condition using a Summary Variable counting Product A to verify that Product A is selected
- One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10
- One Price Action to inject the value 50 into the List Unit Price field
- One Price Condition verifying that the SBQQ_ProductName_c field on the Product Option object is equal to “Product A”
- One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10
- One Price Action to inject the value 50 into the List Unit Price field
- One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10
- One Price Action to inject the value 10 into the Quantity field
- One Price Action to inject the value 50 into the List Unit Price field
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?
Update Option Layout on the parent Product record to Wizard.
Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic
Update Option Layout on the parent Product record to Sections
Create Features related to the parent Product and assign all Options to one of the created Features.
A user has added multiple bundles to the Quote. Each bundle consists of Product Options of the Product Families:
• Hardware
• Licenses
• Maintenance
On the output document, different line columns need to be rendered that contain the Products of each Family.
Moreover, the Product Options of each Family need to be rendered separately for each bundle.
Which two stops should the admin take to meet the requirement?
Choose 2 answers:
Create a different Line item section for each Product Family and leverage the Conditional Print field to show the correct products.
Create a different Line Item section for each Product Family, and leverage the Filter field to show the correct products.
Construct a formula field on the Quote Line object that returns the bundle Name and Number, and use this field in the Group field on the Line item Section
Populate the Sort Order field on each Product record to properly sort the Quota Lines within each section.
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
One or more Price Condition records use a formula that references a non-CPQ object field.
One or more Price Condition records have a lookup to a Summary Variable.
The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.
The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.
A sales rep at Universal Containers is adjusting pricing for subscription Products on a new business Quote. The Subscription Term Is 24 months. The Product's Default Subscription Term Is
12 months, The Quantity is 10, The List Unit Price is $120.
If a 10% Volume Discount, 20% Additional Discount, and 5% Partner Discount are applied, what are the values at each step In the standard price waterfall?
Regular Unit Price: $108.00
Customer Unit Price: $168.00
Net Unit Price: $156.00
Regular Unit Price: $108.00 Customer Unit Price: $86.40
Net Unit Price: $82.08
Regular Unit Price: $216.00 Customer Unit Price: $172.80
Net Unit Price: $164.16
Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers:
Ensure the sales rep is listed as the owner of the Order.
Ensure the sales rep has Modify All in their profile.
Ensure the Edit Order Products button is exposed in the Order Page Layout.
Ensure the CPQ Orders package setting "Allow Multiple Orders" is selected.
*Universal Containers wants to give a 25% discount on a specific Product Option purchased in the Big Box bundle.
In which two ways could the admin configure CPQ to automatically apply this discount? (Choose two.)
Set Discounted by Package to TRUE on the Product Option for the bundle.
Set the Option Discount (%) field on the Product Option for the bundle.
Set the Option Discount (%) field on the Product Feature for the bundle.
Create a Price Rule that applies the 25% discount when the product is added as part of the bundle.
*Universal Containers (UC) sells a product that Percent of Total to determine its price. UC wants to ensure that this product is always priced at a minimum of $100, even if the calculated amount falls under $100.
Which two steps should the Admin take to meet this requirement? Choose 2 answers:
Create a Price Book Entry of $100 for the product
Set the Price Book Entry custom field Percent_of TotalTarget_c to $100.
Set the product’s Percent of Total Constraint field to List price is minimum.
Create a Price Book Entry of $0 for the product.
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
100, -20, 40
100, 80, 120
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too many clicks. 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?
Use Legacy Calculator
Enable Quick Calculate
Calculate Immediately
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:
Contracted Price
Product Option
Segmented Product
Product
When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?
The user calculates a Quote.
The user selects a Configuration Attribute value for a Product
The user saves the Quote.
The user selects a Product for the Quote
An Admin is setting up multiple Option Constraints. When configuring the bundle, a user shouldn't be unable to select Product B unless the user has also selected Product A.
(See the image)
What are two steps the Admin must take to set up the Option Constraint?
Choose 2 answers
Option Constrain Group should be populated.
Check Prior purchases should be set to False.
Type should be a dependency.
The Active checkbox should be set to True.
*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 Summary Fields field set
The Totals Field package setting
The Segmented Summary Fields field set
The Line Subtotals Total field package setting
Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distributors.
As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor.
Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?
Enable the Partner Discount in the Calculating Fields field set
Ensure the ChannelDiscountsOffUst__c field value is set to 1.
Enable the Calculate Immediately field on the Pricing and Calculation tab.
Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.
Universal Containers restricts users from selling more than 10 different products within a specific Product feature at once.
What should the admin set up to satisfy this requirement?
An Error Condition in a Product Rule should be set up to validate that all product Option’s Quantity field is less than or equal to 10.
A value of 10 should be added to the Max Options field on the feature record.
The Min Quantity and Max Quantity fields on each Option should be set to zero and 10, respectively.
The summary Variable with Filter Fields should be used in an Error Condition of a Product Alert Rule.
*A user is unable to see a particular Product on the Product Selection screen when clicking Add Products.
What are two potential reasons the Product is unavailable
Choose 2 answers
The Hidden checkbox on the Product record is set to TRUE.
The Add Products button has a Custom Action Condition associated to it.
The Add Products button has a Search Filter associated to it.
The Add Products button has a Custom Action Condition associated to it.
The admin at Universal Containers has created a Configuration Attribute in a bundle that allows the end user to choose a picklist field value. A Price Rule has been created in the calculator that will set a discount based on the chosen picklist field value. This discount should be applied on the bundle Product and its Options.
What should the admin do to confirm the Price Rule is working correctly when setting up the Configuration Attribute?
Ensure that the Default Object field is set to Quote Line.
Ensure that the Configuration Attribute's Feature field is set to Null.
Ensure that Apply to Product Options has been set to TRUE.
Ensure that Apply Immediately has been set to TRUE.
*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 = Calculator Calculator Evaluation Event = Save
Evaluation Scope = Configurator
Configurator Evaluation Event = Edit
Evaluation Scope = Calculator
Calculator Evaluation Event = Edit
Evaluation Scope = Configurator
Configurator Evaluation Event = Save
Universal Containers offers a bundle with two Products, Product A should always be added. Product B should be included initially but can be removed by the user.
What two Option configurations that must be utilized for Product B to meet the requirement? A. Set Bundle to FALSE.
Set Selected to TRUE.
Set Quantity Editable to TRUE.
Universal Containers (UC) is a reseller of a Product made by another company. UC wants to price the Product based on the Cost that UC pays for it.
How should the admin set the Cost for this Product?
Add the Cost to the Product's Price Book Entry Cost field.
Use a Price Rule to set the Cost field on the Quote Line.
A Create a Cost record in the Product's Costs related list.
Add a Cost Discount Schedule to the Products Discount Schedule related list.
An admin has a requirement within a specific bundle to ensure that Product B is automatically selected when the user selects Product A. The admin correctly configured a Product Rule to meet this requirement, however, Product B remains unselected when Product A is checked.
What does the admin need to adjust so the Product Rule fires as expected?
Set Apply Immediately to True on Product Option record for Product A.
Set System field to True on Product Option record for Product B.
Set System field to True on Product Option record for Product A.
Set Apply Immediately to True on Product Option record for Product B.
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 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.
Create a custom Page Layout and add the custom Contract Name field to the layout.
An admin has created a bundle with four Product Options for Products A, B, C, and D.
When configuring the bundle, the user should not be allowed to select both Product C and Product D at the time.
How should the admin set up Bundle A to accomplish this?
Create an Option Constraint and set Type = Dependency
Create a Product Feature and set both Min Options and Max Options to 4.
Create an Option Constraint and set Type = Exclusion.
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 record, check the Read-Only checkbox.
On the User Profile, make the object Read-Only.
On the Quote Term object, make the Object Read-Only
On the Quote Term record, check the Locked checkbox.
Universal Containers (UC) offers several enterprise server bundles with professional services. UC has a large
catalog of professional services that are compatible with any server. New professional services are constantly
being introduced. UC wants to design the product configuration to minimize maintenance and ensure scalability.
Which two actions should the admin take to construct these new bundles?
Choose 2 answers
Create a new Custom Action that is filtered to show only Professional Services Products.
Create a Dynamic Feature for Professional Services Products.
Create a nested bundle that contains all Professional Services Products.
Create a Filter Product Rule with a Product Action filtering for Professional Services Products.
