Salesforce Certified CPQ Specialist (SP23) Question and Answers

Salesforce Certified CPQ Specialist (SP23)

Last Update Sep 24, 2023
Total Questions : 181

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Questions 1

Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object

What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?

Options:

Create a twin field on the Campaign object using the same API name as the lookup field.

Create and populate a Field Set on the Campaign object named CPQ_Lookup.

Add the name of the lookup field into the Line Editor Field Set on the Quote object.

Add the lookup field to the Quote Line page layout.

Discussion 0

Questions 2

"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?

Options:

{!quote.Additional_Text__c}

{Iquote__r.Additional_Text__c}

{ISBQQ__Quote__r.Additional_Text__c}"

{ISBQQ__Quote__c.Additional_Text__c}

Discussion 0

Questions 3

Universal Containers wants to notify its users when approval is required to discourage users from discounting while in the Quote Line Editor.

Which type of Product Rule should be used to meet this requirement?

Options:

Validation

Filter

Alert

Selection

Discussion 0

Questions 4

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?

Options:

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.

Discussion 0

Questions 5

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 6

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?

Options:

Use Legacy Calculator

Enable Quick Calculate

Calculate Immediately

Discussion 0

Questions 7

An admin has a requirement within a specific bundle to ensure that Product 8 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?

Options:

Set Apply Immediately to True on Product Option record for Product

Set System field to True on Product Option record for Product

Set System field to True on Product Option record for Product A.

Set Apply Immediately to True on Product Option record for Product B.

Discussion 0

Questions 8

In what way does Smart Approvals expedite the approval process?

Options:

Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

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.

Discussion 0

Questions 9

Universal Containers (UC) maintains a large Product catalog with more than 500 Products. Ten Products from various Product Famines are frequently requested and purchased by UC's customers and must be easy to find for users.

Mow should the admin meet the requirement?

Options:

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.

Discussion 0

Questions 10

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?

Options:

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.

Discussion 0

Questions 11

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.

Options:

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.

Discussion 0

Questions 12

Options:

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.

Discussion 0

Questions 13

Universal Contamars wants to g«va a 23S discount on a specific Product Option purchased in the big Box bundla.

In which two ways could tha admin configura CPQ to automatically apply this discount9

Choosa 2 answars

Options:

Set tha Option Discount (%) fiald on tha Product Faatura for tha bundla.

Set tha Option Oiscount (H) ftald on tha Product Option for tha bundla.

Set Oiscountad by Packaga to TRUE on tha Product Option for tha bundla.

Create a Price Rule that application the 25% discount whan tha product is addad as part of tha bundla.

Discussion 0

Questions 14

Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote.

At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?

Options:

The Save or Quick Save buttons are clicked.

Override values are subject to Discount Schedule updates made by the Admin.

The Opportunity status has changed to Proposal/price Quote.

The Quote status has changed to Approved.

Discussion 0

Questions 15

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?

Options:

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.

Discussion 0

Questions 16

A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets.

How should the user achieve this?

Options:

Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.

Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.

Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price

Discussion 0

Questions 17

The Admin wants to ensure that within one bundle. Products A and B cannot both be added to the quote. During Configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than product B. Which setup should the Admin use to meet these requirements?

Options:

Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.

A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product

A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.

A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.

Discussion 0

Questions 18

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?

Options:

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.

Discussion 0

Questions 19

A user has added multiply bundles to the Quoto. 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 saparataly for each bundle.

Which two stops should tha ad mm taka to maat tha raquiramant?

Choosa 2 answars

Options:

Create a different Line item section for each Product Family and leverage the Conditional Print field to show the corract products.

Create a different Line Item section for each Product Family, and leveraga the Filter field to show tha correct products.

Construct a formula fold on tha Quota Line object that raturns tha bundla's Name and Numbar, and use this field in the Group field on the Line item Section

Populata tha Sort Ordar field on each Product record to proparly sort the Quota Lines within each section.

Discussion 0

Questions 20

Northern Trail Outfitters has two products:

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?

Options:

$60.00

$54.00

$12.00

$6.00

Discussion 0

Questions 21

The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.

How should an admin meet the requirement?

Options:

Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.

Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked.

Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist

for the Additional Discount Line Column.

Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c and

display it in the Quote Line Editor.

Discussion 0

Questions 22

The admin at Universal Containers receives a report from a user that checking the Contracted box on an Opportunity with a single Product fails to result in a Contract.

What are two possible reasons a Contract is unable to be created?

Choose 2 answers

Options:

The Subscription Conversion Behavior field on the Product is set to None.

The Opportunity must have a Primary Quote associated to it.

The Subscription Pricing field on the Prodduct is blank.

The Subscription Pricing field on the Product is One-time

Discussion 0

Questions 23

Universal Containers offers a maintenance subscription, Product B, that is based on the price of a separate platform license subscription, Product A. The current configuration is:

Both Products are being quoted for a Term of 24 months. The List Unit Price for Product A is $200. The Net Total of Product A is $2,400.

What is the expected Net Total for Product B?

Options:

$480, 00

$240, 00

$120, 00

Discussion 0

Questions 24

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?

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 25

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?

Options:

Debug Logs

Apex Jobs

Record Jobs

Paused & Failed Flow Interviews

Discussion 0

Questions 26

"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 27

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

Options:

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.

Discussion 0

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