Salesforce CPQ Admin Essentials for Experienced Administrators
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Total Questions : 243
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"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 Containers has the following Discount Schedule attached to product L. Product L is a Product Option for two bundles, A and
B.
A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being discounted using the second tier in the table above. Which two actions allow both Product Options to be discounted using the first tier?"An Admin has created a Quote Template record and has set the Group Field field to SBQQ__Optional__c. When a
User attempts to preview the output document using this Quote Template, this error appears: ""Invalid conversation from runtime type Boolean to String.""
Why is this error occurring?
User A at Universal Containers has an active quote with Company
A.
Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting. An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied. What explains this behavior?Universal Containers need to generate two styles of PDF output, one that includes prices in the line item table of the quote is primary, and another that hides prices when the quote is not primary. Where should the Admin reference the primary checkbox field to set up this requirement?
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?
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
The Universal Containers Admin is creating a custom formula field, Approval Score, on the Quote Line object to calculate approval score. This field will calculate the average approval score for the Quote to determine how many levels of approval the record should go through when submitted.
The Admin planned to use a roll-up summary field on the Quote object to average the Quote Line Approval Score field. The Admin received an error when attempting to create the field. The Quote object has too many roll-up summary fields.
In addition to creating a custom number field on the Quote object to capture the average Approval Score, which action Should the Admin take to resolve the issue?
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?
The Admin at Universal Containers created the following range Discount Schedule: The Users are confused by the results when the quantity falls on a number that is the threshold for an Upper/Lower Bound. For example, when 20 is selected, the discount percent is 30%. The users are expecting a discount percent of 20%. Which explanation best explains this phenomenon?
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.
What field should C-LID-L be stored in to meet this requirement?
Universal Containers would like to show the Monthly price column on the Quote Document if the quote has payment terms of Net 30. Which two configurations are needed to satisfy this requirement?
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?
The Admin at Universal Containers received feedback that users are trying to reconfigure bundles on renewals quotes and finding that the Configuration Attribute values are blank and must be manually fixed. This issue is not observed on new business quotes. What is the cause and possible resolution to this problem?
A user at Universal Containers has logged a ticket stating that Cloud Storage Support is priced incorrectly. Based on a Quote with a 12-month Subscription Term and the information below, take the first steps in verifying their claim by calculating the support pricing. What is the calculated List Unit Price the user should see for Cloud Storage Support?
Cloud Storage
List Unit Price - $1,000
Net Unit Price - $500
Default Subscription Term - 12
Subscription Pricing - Fixed Price
Include in Percent of Total - False
Exclude From Percent of Total - False
Cloud Backup
List Unit Price - $500
Net Unit Price - $250
Default Subscription Term - 12
Subscription Pricing - Fixed Price
Include in Percent of Total - TRUE
Exclude From Percent of Total - False
Cloud Storage Ent Replication
List Unit Price - $4,000
Net Unit Price - $2,000
Default Subscription Term - 12
Subscription Pricing - Fixed Price
Include in Percent of Total - TRUE
Exclude From Percent of Total - Flase
Cloud Storage Support
Default Subscription Term - 1
Subscription Pricing - Percent of Total
Percent of Total Base - Net
Percent of Total (%) - 10%
In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What should the error condition test against?
"Universal Containers has a bundle configured and wants to add user selectable products to the configuration that will affect the bundle price. How should the CPQ Admin configure the bundle?
Choose one answer
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?
Universal Containers has a requirement to set a maximum discount approval threshold for the User. This Threshold is a calculated value based on data held in a Custom Object. The Admin has determined that this will require two price rules. The first rule is a lookup rule that Pulls a value from a custom object record and set it to a custom field on the quote line. The second price rule evaluates if the custom field is populated, and if so, it calculates the maximum discount threshold using that value. Both Price Rules have Evaluation Events set to On Calculate. The Second Price Rule is not running. How should the Price Rules be altered so that the second Price Rule will run?
Which two objects could a discount schedule be applied and take precedence over discount schedule identified in a product feature?
Universal Containers has a custom picklist filed with three values on their products. The Admin would like to create a Dynamic Bundle to display products if the picklist value matches that of a Configurations Attribute. How should the Admin create Filter Product Rules to meet the business requirement?
Universal Containers has Quote Terms specific to Product X and separate Quote Terms specific to Product Y. The Admin has created an output document with separate Template Sections for each set of Quote Terms. Each Template Section references a separate Template Content record. Which tasks should the admin complete to ensure Quote Terms for Product X and Y appear separately in the output document?
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 has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote.
1. Revenue Account on the quote object is set as "Interest Revenue".
2. Product A has been added to the quote line.
3. User Count on the account is greater than 25.
According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product A needs to exist on the quote line and the User Count needs to be greater than 25 in order for the additional discount to be applied. How can the CPQ Admin set this up in advanced conditions on a price rule to reflect this requirement?
Universal Containers has Terms and Conditions it wants to include in documents sent to customers. The Admin is tasked with creating conditional Quote Terms to meet this requirement. Which two options could a condition be tested against in order to determine which Quote Terms will be included on the output document?
A sales rep notices on Opportunity that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? Choose 3 answers
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?
Universal Containers has a custom Quote Line picklist, “Process.” The User will need to set this field for all non-subscription products added to the Quote Line Editor. How should the Admin customize the layout of the Quote Line Editor, so that the Process picklist appears?
Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers:
If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21?
"When configuring a bundle, Universal Containers users must select Product B and Product C in order to add Maintenance Product
A.
How should the CPQ Admin set this up to meet the requirement?Choose one answer
Universal Containers needs to set up a bundle so that the sales rep can set some values that apply to the bundle rent, and others that apply to specific options. Which two configurations meet this requirement?
"UC has a series of required PDF documents that need to be attached to their output document when generated. These PDF files are already stored in Documents.
What should the Admin do on the Quote Template to meet this 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?
The Admin at Universal Containers recently created a new custom field referenced on the Target Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price Action failed to
populate the custom field. The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate.
How can the Admin ensure this custom field can be referenced by the calculator?
TESTED 19 May 2024
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