Salesforce CPQ Admin Essentials for Experienced Administrators Question and Answers

Salesforce CPQ Admin Essentials for Experienced Administrators

Last Update Apr 27, 2024
Total Questions : 243

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Questions 1

What type(s) of email template formats does SBAA allow?

Options:

Visualforce

Plain Text

HTML

All of the above,

Discussion 0

Questions 2

UC wants their documents to be translated into multiple languages. The Admin has already provided translations for the merge fields, but wants to create translations for the static text.

What is the proper structure of that variable that represents the translatable static text in Template Content?

Options:

{IData.VariableName}

{$Data.VariableName}

{IText.VariableName}

{SText.VariableName}

Discussion 0

Questions 3

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?

Options:

Manually attach the PDF as an Additional Document on each Quote the sales rep sends.

Add the PDF as a required Additional Document on the Quote Template.

Upload the PDF into the Documents object folder named Output Attachments.

Create an HTML Template Content record for the PDF and include it in a Template Section.

Discussion 0

Questions 4

Which two scenarios can be supported using Amendments? Choose 2 answers

Options:

Change quantities of existing Products; apply different discounts than original Quote

Change quantities of existing Products; maintain same discounts as original Quote

Add new Products; co-terminate to existing Contract

Add new products; use different End Date from existing Contract

Discussion 0

Questions 5

Universal Containers has an output document with a line item table that currently displays product options that are marked as Included. What step should the Admin take to remove the Included products from the line item table?

Options:

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

Set the Hide Included Products field to True on the Quote Template.

Create a Quote Line field OutputVisibility__C that returns False if Included = True.

Create a filter on the line items Template Section where Component = False

Discussion 0

Questions 6

Universal Containers has decided to mark up prices instead of discounting. Product A is valued at $10 and Product B is valued at $20. Product A is a 10% markup and Product B is a 20% markup. Which pricing method would the Admin set up, and what would the final price be for each product?

Options:

List, Product A price would be $11, Product B Price would be $22

List, Product A price would be $11, Product B price would be $24

Cost, Product A price would be $12, Product B price would be $24

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

Discussion 0

Questions 7

An Admin has created a new bundle, and a Product Rule associated with it. Universal Containers want the Product Rule to fire within this specific bundle. Which is a valid setup for the Configuration Rule?

Options:

The Configuration Rule must be associated with the Product Option records used in Product Actions.

The Configuration Rule must be associated with Product records used in Product Actions.

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

The Configuration Rule must be associated with the Product Feature used within the bundle.

Discussion 0

Questions 8

"UC Admin wants to prevent a Quote Term from being edited by non-admin users.

What should the Admin do to meet this requirement?

Options:

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.

Discussion 0

Questions 9

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?

Options:

Primary and Subscription Term

Primary and Start Date

Primary, Subscription Term, and End Date

Subscription Term and End Date

Discussion 0

Questions 10

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.

Options:

Clone the original Quote and update Quote Type to Renewal.

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

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

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

Discussion 0

Questions 11

Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the

Support Feature.

How should the Admin set up these requirements for the users?

Options:

Set Min Options for Maintenance to one. Set Min Options to zero and Max Options to two for support.

Set Min Options for Maintenance to one. Set Min Options to one and Max Options to two for support.

Set Max Options for Maintenance to one. Set Min Options to zero and Max Options to two for support.

Set Min Options and Max Options to zero for Maintenance. Set Min Options to zero and Max Options to two for support.

Discussion 0

Questions 12

Universal Containers would like a specific background color for the column heading of the line item table in the output document. Where should the Admin input the correct hex code to meet this display requirement?

Options:

In the Template Content source editor in place of the previous hex color code.

In the Shading Color field on the Quote Template record.

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

In the Summary Shading Color field on the Line Column records.

Discussion 0

Questions 13

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?

Options:

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.

Discussion 0

Questions 14

Universal Containers has a new product that they wish to include in one of their bundles. When a User is configuring the bundle, however, the product does not show up. No Product Rules have been configured in this Org. What is a plausible explanation for why this Product is not present?

Options:

No Price Book Entry is in this Quote’s currency.

The Product’s “Hidden” field is set to True.

The Price Book Entry for this Product is zero

The” Quote Line Visibility” field is set to “Never.”

Discussion 0

Questions 15

Universal Containers wants to create a new product that will be sold as part of a bundle. The product should be priced as 10% of all components' net total price and carry a term of 12 months.

The Product has been configured as such:

Which product and option configuration will attain the required pricing?

Options:

\Users\Admin\Desktop\Data\data\Untitled.jpg

Discussion 0

Questions 16

An Admin has pasted the Salesforce ID of an image into the Watermark ID field of a Quote Template, but the watermark image is absent from the rendered Document.

What is preventing the watermark from appearing?

Options:

The Quote’s Status field is equal to Approved.

The Watermark Shown Quote field is unchecked.

The Opportunity’s Stage field is equal to Closed/Won.

The image file type is PNG.

Discussion 0

Questions 17

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?

Options:

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.

Discussion 0

Questions 18

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?

Options:

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 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 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.

Discussion 0

Questions 19

"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

Options:

-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

-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

-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

Discussion 0

Questions 20

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?

Options:

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.

Discussion 0

Questions 21

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?

Options:

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.

Discussion 0

Questions 22

The Admin at Universal containers has created a formula filed to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this?

Options:

Remove the margin field from the Quote Line Editor Field Set for relevant Profiles.

Remove the margin filed from the Quote Line Editor Field Set for relevant Roles.

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

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

Discussion 0

Questions 23

Using Bundles allows you to have multiple price books on an opportunity.

Options:

True

False

Discussion 0

Questions 24

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?

Options:

Four

Two

Three

One

Discussion 0

Questions 25

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?

Options:

Set the Product field Asset Conversion picklist to One per Unit.

Set the CPQ Package setting Renewal Model to Asset Based.

Set the Account field Renewal Model to Asset Based.

Set the Product field Asset Amendment Behavior picklist to Allow Refund.

Discussion 0

Questions 26

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?

Options:

Quote Template, Template Content, Template Section, Line Column

Quote, Quote Line, Quote Line Group, Quote Document

Price Rule, Price Action, Price Condition, Lookup Query

Discount Category, Discount Schedule, Discount Tier, Term Schedule

Discussion 0

Questions 27

A User at Universal Containers has created a Quote with two Products. Product A has a value of Fixed Price for Subscription Pricing. Products A and B have Asset Conversion populated. Both Products have a Quantity of two. Which two are potential outcomes when the Opportunity associated with the Quote is contracted?

Options:

Two Subscription records and two Assets records will be created.

One Subscription record and two Asset records will be created.

One Subscription record and an Asset record will be created.

Two Subscription records and an Asset record will be created.

Discussion 0

Questions 28

An Admin created a picklist field on the Product Option object called Picklist123__c. The Admin created a configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123__c. The Admin

selected Bundle Z during Product Selection and populated a value for Picklist123__c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value

populated in the Configuration Attribute has reverted.

How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured?

Options:

Create a Workflow Rule that updates the Product Option field upon entering configuration.

Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field.

Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.

Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value pairs.

Discussion 0

Questions 29

Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option’s quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement?

Options:

Select the Multiplier checkbox on the Bundle.

Select the Bundled checkbox on the Product Option.

Select Component as the Type field on the Product Option.

Select the Quantity Editable checkbox on the Product Option.

Discussion 0

Questions 30

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?

Options:

Select the Required checkbox on each Product Option in the Bundle.

Select the Hidden checkbox on the Bundled Product record.

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

Select Click as the Option Selection Method on the Bundle product.

Discussion 0

Questions 31

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?

Options:

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 Unit Price field.

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 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 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 Unit Price field.

Discussion 0

Questions 32

"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?

Options:

Create a trigger to update the Process Inputs Region field on the Quote."

Create a trigger to update the Process Inputs Region field on the Quote Process.

Create a workflow rule to update the Quote Process ID field on the Quote Line Group

Create a workflow rule to update the Quote Process ID field on the Quote

Discussion 0

Questions 33

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?

Options:

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.

Discussion 0

Questions 34

"UC has a bundle that has a set price regardless of the number of Product Options that are included in the bundle. Any of the Product Options selected must show on the Quote Line Editor with:

: AListPriceof,mlncluded.nM

: A Net Price of SO, since it is included with the bundle's price.

How should the Admin set up the bundle to meet this requirement?

Options:

Select the Required checkbox on the Product Options.

Select the Selected checkbox on the Product Options.

Set the Unit Price on the Product Options to be $0."

Select the Bundled checkbox on the Product Options.

Discussion 0

Questions 35

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?

Options:

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.

Discussion 0

Questions 36

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?

Options:

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.

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.

Discussion 0

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