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CPQ-Specialist Salesforce Certified CPQ Specialist (WI23) Question and Answers

Salesforce Certified CPQ Specialist (WI23)

Last Update 3 days ago
Total Questions : 174

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Question # 1

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?

Options:

A.  

Enable the Partner Discount in the Calculating Fields field set

B.  

Ensure the ChannelDiscountsOffUst__c field value is set to 1.

C.  

Enable the Calculate Immediately field on the Pricing and Calculation tab.

D.  

Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.

Discussion 0
Question # 2

Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product

A.  

Which field should be set for the Product Option A?

Options:

A.  

Bundled

B.  

Required

C.  

Quantity Editable

D.  

Selected

Discussion 0
Question # 3

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?

Options:

A.  

Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel.

B.  

Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.

C.  

Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel.

D.  

Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.

Discussion 0
Question # 4

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?

Options:

A.  

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

B.  

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.

C.  

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

D.  

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

Discussion 0
Question # 5

An admin is working on a Primary Quote attached to an Opportunity. The nice Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synced to the Opportunity, 9nd aero emor messages are displayed.

Which three reasons explain why these Products failed to create Opportunity Products?

Choose 3 srewers

Options:

A.  

Some Products we missing Rice Book Entries.

B.  

Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-

C.  

Q Validation Rules on the Opportunity Product silently fail.

D, Only Products with a price greater than zero sync to the Opportunity,

D.  

Exclude fror Opportunity is checked on die Product record.

Discussion 0
Question # 6

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:

A.  

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.  

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

B.  

C.  

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.

D.  

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
Question # 7

While performing an amendment, a sales rep is unable to edit the Additional Discount for an existing subscription Quote Line.

What is the cause of this behavior?

Options:

A.  

A Product Rule is preventing the Additional Discount from being edited.

B.  

The Non Discountable field is marked True on the Product record for the Quote Line.

C.  

Additional Discount is a locked field on amendment Quotes.

D.  

The org is using legacy amendment and renewal service.

Discussion 0
Question # 8

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

Options:

A.  

Ensure the Quote’s Account lookup is populated.

B.  

Ensure the Opportunity’s Primary Quote lookup is populated.

C.  

Check the Quote’s Primary checkbox for a value of True.

D.  

Ensure the Quote’s Opportunity lookup is populated.

E.  

Check the Quote’s Primary checkbox for a value of False.

Discussion 0
Question # 9

An admin has created a bundle with four Product Options for Products A, B, C, and

D.  

When configuring the bundle, the user should not be allowed to select both Product C and Product D at the time.

How should the admin set up Bundle A to accomplish this?

Options:

A.  

Create an Option Constraint and set Type = Dependency

B.  

Create a Product Feature and set both Min Options and Max Options to 4.

C.  

Create an Option Constraint and set Type = Exclusion.

D.  

Create a Product Feature and set both Min Options and Max Options to 1.

Discussion 0
Question # 10

In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?

Options:

A.  

One or more Price Condition records use a formula that references a non-CPQ object field.

B.  

One or more Price Condition records have a lookup to a Summary Variable.

C.  

The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.

D.  

The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.

Discussion 0
Question # 11

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?

Options:

A.  

The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules.

B.  

Revoke the Advanced Calculator and re-authorize the Calculation Service.

C.  

Rename the custom field label, then recreate the Price Action to reference the new field label.

D.  

Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.

Discussion 0
Question # 12

Subscription Product A has a Subscription Term of 6, a List Price of $100, and a Ranged Discount Schedule. A user has added this Product a Quote with a Term of 12.

A u The Ranged Discount Schedule is automatically applying a Discount of 25%.

What is the Regular Pnce m this scenario?

Options:

A.  

Regular Pnce of $150

B.  

Regular Price of $75

C.  

Regular Price of $200

D.  

Regular Price of $100

Discussion 0
Question # 13

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

Options:

A.  

Product A has 'Hidden'' set to TRU

E.  

B.  

Product A has "Component" set to TRU

E.  

C.  

Product A has "Optional" set to TRU

E.  

D.  

Product A has "Exclude From Opportunity" set to TRU

E.  

Discussion 0
Question # 14

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?

Options:

A.  

Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True.

B.  

Remove the Subscription flag from the Product’s Search Filters Field Set.

C.  

Remove the Subscription flag from the Product’s Search Results Field Set.

D.  

Set the Filter Value on the Add Subscriptions Search Filter to Hidden.

Discussion 0
Question # 15

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?

Options:

A.  

Automate setting the Renewal Forecast checkbox on the current Contract upon creation.

B.  

Automate renewal forecasting with a Lightning Quick Action on the Opportunity.

C.  

Automate setting the Renewal Quoted checkbox on the current Contract upon creation.

D.  

Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.

Discussion 0
Question # 16

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:

A.  

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

B.  

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

C.  

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

D.  

Add the lookup field to the Quote Line page layout.

Discussion 0
Question # 17

Universal Containers (UC) is a reseller of a Product made by another company. UC wants to price the Product based on the Cost that UC pays for it.

How should the admin set the Cost for this Product?

Options:

A.  

Add the Cost to the Product's Price Book Entry Cost field. ^

B.  

Use a Price Rule to set the Cost field on the Quote Line.

C.  

A Create a Cost record in the Product's Costs related list.

D.  

Add a Cost Discount Schedule to the Products Discount Schedule related list.

Discussion 0
Question # 18

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?

Options:

A.  

Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.

B.  

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

C.  

Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.

D.  

Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.

Discussion 0
Question # 19

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:

A.  

Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.

B.  

Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.

C.  

Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

D.  

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
Question # 20

In what way does Smart Approvals expedite the approval process?

Options:

A.  

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

B.  

Quotes within defined thresholds will be automatically approved.

C.  

Quotes with multiple steps in the approval chain go directly to the highest approver required.

D.  

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

Discussion 0
Question # 21

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

Options:

A.  

Update Option Layout on the parent Product record to Wizard.

B.  

Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic

C.  

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

D.  

Update option layout on the parent Product record to Sections.

Discussion 0
Question # 22

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?

Options:

A.  

Set Ignore Parent Contracted Prices to true on the parent contracted price.

B.  

Create a new contracted price for Product A on the business unit account with a price of $300.

C.  

Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.

D.  

Set Ignore Parent Contracted Prices to true on the business unit account record.

Discussion 0
Question # 23

Universal Containers wants to quote a product that will persist until the customer cancels the subscription.

How should the admin set up this product so all downstream processes create perpetual subscriptions?

Options:

A.  

Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.

B.  

The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.

C.  

The sales rep should create a Quote without an end date or a subscription term associated with it.

D.  

The value Evergreen should be put into the Subscription Type field on the Product.

Discussion 0
Question # 24

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

Options:

A.  

Ensure the sales rep has Modify All in their profile.

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 25

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:

A.  

Use Legacy Calculator

B.  

Enable Quick Calculate

C.  

Calculate Immediately

Discussion 0
Question # 26

Product A has the 'One per Unit" option selected within the Asset Conversion pteklist. Users era reporting that when they modify the quantity for Product A on on amendment Quote, the following error displays:

"Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update."

What should the CPQ specialist do to ensure sales raps can edit the quantity of asset-based products within an amendment Quote?

Options:

A.  

Set the Asset Amendment Behavior field value to "Default

B.  

Set the Asset Amendment Behavior field value to "Allow Refund".

C.  

Set the Asset Conversion field value to "One per Quote".

D.  

Conversion field value to "None".

Discussion 0