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Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?
An Admin has set up option constraints in the Universal Container sandbox where Product A depends on the selection of Product B. During testing, it is determined that Product A can be selected regardless of whether Product B has been selected or not. Why is this happening?
Universal Containers is rolling out a new version of its Premier Support offering named Premier Pro. The sales operation team wants to ensure that when a sales rep renew an existing Contract with Premier Support, it is replaced with Premier Pro.
What does the Admin need to do to support this business requirement?
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?
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:
*Bundle products to show in the Product Selection page.
*Products that are Product Options of the bundles to be excluded from the product selection page.
How should the Admin set up the bundles?
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?
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.
The maintenance product has been updated to be priced Of Total and the percentage has been set.
How should the product records be altered to meet this requirement?
Universal Containers 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 the variable that represents the translatable static text in Template Content?
"UC wants to default information on the Quote Line from a Product field.
How should this information be transferred?
Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle. The products are in separate features and there is no clear indication that they must be sold together. They implemented a Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly. What other approach should the Admin take to fulfill this requirement?
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?
Which of the following is not a standard pricing method in Steelbrick CPQ?
An Admin has noticed that the proration for their subscription products is not coming out to what they would expect. With a Start Date of January 1, 2017 and End Date of January 1, 2018, the Prorate Multiplier is coming out to 1,083. The CPQ Admin is expecting a Prorate Multiplier of 1,003. What action should the Admin take to correct this pricing issue?
What is a valid formula for use in a Price Action where Target Object is Quote Line?
The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the Admin set up the Product to meet both requirements?
An Admin at Universal Containers wants to set up a product bundle that dynamically generates SKUs depending on what their users choose during the selling process. Which three fields are required for this type of configuration?
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 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?
The Admin at Universal Containers set up a Price Rule to override List Price with a discounted promotional price. The Price Action has a formula which is as follows: SBQQ_ListPrice_c * (1 – Promotional_Discount_c). The Admin is finding that every Calculate is clicked, the price is adjusted. For example, if List Price is $10.00 and promotional discount is 10%: 10.00 * (1 – 020) = 9.00. The next time calculate is clicked, the following calculation takes place: 9 * (1-0.10) = 8.10. If List Price must be overridden, how can this problem be fixed?
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?
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 requirements from the customer. When UC amends the Contract using the Amend button, the sales user notices that the bundle is excluded in the Amendment Quote.
Why is bundle excluded in the Amendment Quote?
A User creates a quote with these details: No subscription pricing products. Default Product record fields have not been altered. Renewal Model is Contract based. The Quote has been contracted. Which records will be generated?
Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products.
How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions?
Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change?
"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
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?
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?
To assign a specific Discount Schedule to an Account (that is active for a specified Start & End Date) you would create a:
What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step? Choose 2 answers
"Based on a customer's requirements, the CPQ Admin has created multiple configuration attributes and assigned them to a single feature. Which configuration is valid for displaying the attributes?
Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change?
"An Admin at UC added a new logo to the Documents folder for use in the quote template. After adding the image to an HTML Content Section and testing, the image is too big.
What should the Admin do to resize the image and to maximize image quality?
Universal Container (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product Selection screen.
How can the Admin configure the Product to meet this requirement?
An Admin has created a Configuration Attribute on the Product A bundle, and now needs an Identical Configuration Attribute on the Product B bundle that saves its value into the same Quote Line field. Which tasks should the Admin complete to meet this business requirement?
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?
Which type of Discount Schedule would you select if you wanted a blended discount rate applied across all units?
In order to apply a filter to the results of a dynamic bundle, admins must create a supporting:
Universal Containers wants to give management the ability to override the price of specific products that always contain Discount Schedules. The Admin has determined that setting the product field Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides to create a custom field for custom price entry and Price Rule to inject this value into managed pricing fields. What Salesforce pricing fields should the Price Rule Set?
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?
Universal Containers wants to update a custom Quote Line field within the Quote Line Editor with a value of Low, Medium, or High to categorize the margin of each Quote Line.
Which approach should the CPQ Specialist recommend to meet this business requirement?
Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval.
Which Approval type best suits UC’s needs?
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?
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?
Universal Containers has seven different sets of questions for its users to consider before displaying a subset of its complete product catalog for selection onto the quote. The set of applicable questions is determined by the answer to an initial question. How should the Admin set this up?
An Admin at Universal Containers has observed that the value in the Quantity field on an Opportunity Product is different from the value in the Quantity field in its associated Quote Line.
Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be different? Choose 2 answers
An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs.
Which step should the Admin take to meet this requirement?
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?
A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor. Rather than going back in, they have changed the field on the Quote’s detail page. After doing so, however, no prices were updated to reflect the new discount. Which reason could explain this unexpected behavior?
Universal Containers wants to prevent a User from putting in a discretionary discount at or above 40 percent on any quote Line. How should the Admin implement this restriction?
Bundle A has four Product Options within Product Feature A: Products A, B, C, and D. When Bundle A is added to a Quote? How should the Admin set up a Discount Schedule so that the quantities of all Product Options on this Quote are aggregate?
Product Feature
Product Feature A
Product Options [4]
Configuration Rules [0]
Product Feature Detail
Edit
Delete
Clone
Feature Name
Product Feature A
-
Min Options
1
Option S
Max Options
Dynamic Option
Category
Dynamic Option D
Discount Schedule
-
Created By
CPQ Admin
11/29/2016 11:48 AM
Edit
Delete
Clone
Product Options
New Product Option
Action
Option Name
Optional SKU
Edit Del
PO_000089
Product A
Edit Del
PO_000090
Product B
Edit Del
PO_000091
Product C
Edit Del
PO_000097
Product D
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?
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?
How should the Admin ensure Universal Containers’ users can generate output documents in Microsoft Word format?
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?
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?
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?
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?
At Universal containers, the fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates.
At the same time, the Account Management team wants to ensure that all items from one order appears on one contract.
What are two ways the CPQ Specialist can meet these requirements? Choose 2 answers
"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?
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?
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?
Universal Containers plans to sell a configurable group of products but does not want to show the bundle’s Parent Product to the Client. What should the Admin do to meet this requirement?
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