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 delete the text to ignore the filter.

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.

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.

In what way does Smart Approvals expedite the approval process?

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

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.

In what way does Smart Approvals expedite the approval process?

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

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.

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 unavailableChoose 2 answers

The Component checkbox on the Product record is set to TRUE.

The Add Products button has a Search Filter associated to it.

The Hidden checkbox on the Product record is set to TRUE.

The Add Products button has a Custom Action Condition associated to it.

The Component checkbox on the Product record is set to TRUE.

The Add Products button has a Search Filter associated to it.

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?

Select Component as the Type field on the Product Option.

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.

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 Flow 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 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.

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 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.

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?

Set both the Order by Quote Line Group and Ordered checkboxes to True.

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.

'UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__calready exists and is located on the Quote object.What is the correct syntax to insert this into an HTML Template Content?

{ISBQQ__Quote__r.Additional_Text__c}'

{ISBQQ__Quote__c.Additional_Text__c}

What is the correct order of data import to load Quote Template in CPQ?

Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions

Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions

Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions

Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions

Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. 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 Calculate Immediately field on the Pricing and Calculation tab.

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.

An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.

Set the Product's Default Pricing Table to Standard.

Create a Quote formula field named StartSegment_c that returns 0.

Set the Price Dimension's Type to One-Time.

Set the Product's Default Pricing Table to Standard.

Set the Display Order of the Desegment Line action to 1.

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 a Dynamic Feature for the bundle parent and create a Filter Product Rule.

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.

Universal Containers is utilizing Lookup Price Rules to pull Daily Rate values from the Rental Rates object. After activating the Price Rule, the admin notices the Daily Rate value remains blank, but the user is still able to save the quote.Which aspect of the Price Rule should the admin review to identify the underlying issue?

Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately.

Confirm the Conditions of the Price Rule are configured accurately based on expected behavior,

Confirm the Tested Field(s) referenced In the Lookup Queries of the Price Rule exist on the Lookup object.

Confirm the Lookup Queries of the Price Rule are configured to pull only a single referenced value from the Lookup object.

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

Update option layout on the parent Product record to Sections.

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

Create feature to the parent product and assign all Option to one of the created features.

Update option layout on the parent Product record to Sections.

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?

Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist for the Additional Discount Line Column.

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.

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 Action with Search Filter

Custom page security plug-In script

Custom Action with Search Filter

An admin created a workflow rule to automatically generate the renewal Opportunity and Quote when a user activities the Contract. The Renewal Pricing Method is set to List. The original Quote contains only standalone fixed-price subscription products and non-subscription product.What should the user see on the renewal Quote?

Additional discounts from the original Quote will automatically populate on the renewal.

The renewal Quote start date will be the Contract end date plus one day.

Optional products from the original Quote will pull into the renewal.

All Quote Line items will be pulled through from the original Quote.

When sold a la carte, a processor Product should be priced at USD 200 and EUR 150. When sold as a component of a laptop bundle in USD, this processor should be priced at USD 180 and EUR 135.If Universal Containers must enable multi-currency, how should the admin implement this discounted price?

Set the Bundled checkbox to True.

Set the Unit Price field on the processor Product Option to a value of 180.

Set the Discount % field on the processor Product Option to 10%.

Set the Bundled checkbox to True.

Create a new Product record with a USD 180 Price Book Entry for the discounted Processor.

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 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 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 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?

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.

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 CPQ Orders package setting 'Allow Multiple Orders' is selected.

Ensure the sales rep has Modify All in their profile.

Ensure the sales rep is listed as the owner of the Order.

Ensure the CPQ Orders package setting 'Allow Multiple Orders' is selected.

Ensure the Edit Order Products button is exposed in the Order Page Layout.

When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?

The user selects a Product for the Quote.

The user selects a Configuration Attribute value for a Product

The user selects a Product for the Quote.

A user hat created two Quotes related to an Opportunity. The user has changed the Primary Quote by checking the Primary checkbox on the non-Primary Quote. After performing this action, the amount or the Opportunity fails to update and the Quote Lines fad to sync to the Opportunity.What is the root cause of this issue?

The Primary field on the Quote is missing from the Quote object's Calculating Fields field set.

The triggers have been disabled m the Installed Package Settings

Twin fiekJs between the Quote Une and the Opportunity Product need to be set up.

The Primary field on the Quote is missing from the Quote object's Calculating Fields field set.

Primary Quote Keeps Opportunity Products is set to FALSE in the Installed Package Settings.

Universal Containers provide a discount for an enterprise-level customer if a single line's Net price is above a certain threshold. The Admin has set up a Price Rule with a reference to a custom formula field on the Price Condition to apply the discount automatically. The user has to click calculate twice for the discount to apply.What is the most likely cause of the issue?

The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.

The Evaluation Scope of the Price rule is set incorrectly to fire on the configurator, so the Price Rule fires on the configure Products page.

The referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically.

The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it's evaluated.

When Product A is Added to a Primary Quote, sales reps can view the Quote Une and make adjustments. However, an Opportunity Une Item is missing for Product A after the Primary Quote has been saved.What are two possible causes for this behavior?Choose 2 answers

Product A has 'Hidden'' set to TRUE.

Product A has 'Component' set to TRUE.

Product A has 'Hidden'' set to TRUE.

Product A has 'Component' set to TRUE.

Product A has 'Optional' set to TRUE.

Product A has 'Exclude From Opportunity' set to TRUE.

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?

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

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.

What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?Choose 2 answers

All group members most 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.

An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted.Which setting should the Admin change to meet the business requirement?

Set the 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.

Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level.Which two steps should the Admin take to fulfil this requirement? Choose 2 answers

Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.

Add Additional Disc. to the Line Editor Field set on the Quote Line object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.

Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.

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?

Paused & Failed Flow Interviews

The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.

Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

Create an HTML Template Content record with three tables to represent each Product Family.

Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

Salesforce Certified CPQ Specialist Practice Test 1 - Free Online Exam Prep & Questions

Question 1 / 40

The admin at Universal Containers (UC) has created one bundle that contains all of its Products as Options. The bundle has Subscription Pricing and Asset Conversion set to null on its Product record.

Implementing the Product catalog via a bundle allows UC to enforce logic about which Products can be sold together. A bundle sold by UC contains a combination of Assets and Subscriptions.

After making selections within the bundle, a sales user saves the Quote and creates a Contract from the Opportunity associated with the primary Quote. Later, the sales user needs to amend this Contract based on new 8 customers. When

UC amends the tract using the Amend button, the sales user notices that the bundle is excluded in the Amendment Quote.

The parent excluded in the Amendment Quote?

The parent Product is excluded from the amendment because it lacks an Asset or a Subscription

By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.

The sales user must use the Amend Assets field on the Account to amend a Contract which containers

The sales user neglected to select the Preserve bundle structure field on the Contract.

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Salesforce Certified CPQ Specialist Practice Test 1

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Salesforce Certified CPQ Specialist Practice Tests

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