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CPQ-Specialist Salesforce Certified CPQ Specialist (SP23) Questions and Answers

Questions 4

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

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Questions 5

Universal Containers (UC).utilizes bundles to sell hardware and related accessories together as a package. Several of the accessories are component-type Options, with quantities dependent on the hardware. UC wants to begin using split Orders to manage a fulfillment process, with Orders broken out based on when items are shipped to the customer.

Whet should UC consider before implementing split Orders ?

Options:

A.

The hardware bundle and component-type Options can be spilt manually.

B.

The hardware bundle and component-type Options can be spilt Into separate Orders without preserving the bundle structure.

C.

The hardware bundle and component-type Options must be placed in the same Order together.

D.

The hardware bundle and component-type Options can be split using the Order By field.

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Questions 6

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:

A.

Clone the original Quote and update Quote Type to Renewal.

B.

Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related

list.

C.

Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.

D.

Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.

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Questions 7

Universal Containers has four Price Rules with different Calculator Evaluation Events and Evaluation Orders.

Which rule will evaluate first?

Options:

A.

Rule D with Evaluation Orcer of 5, and Calculator Evaluation Event of On Calculate

B.

Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate

C.

Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate

D.

Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On Initialization

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Questions 8

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 unavailable

Choose 2 answers

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 9

Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the Quote is another that hides prices when the Quote Primary checkbox is False.

Where should the admin reference the Primary checkbox field to set up this requirement?

Options:

A.

The Hide Group Subtotals Field on the Quote Template

B.

The Hide Totals Field on the Quote Template

C.

The Conditional Print Field for each price Line Column

D.

The Conditional Print Field of a Template Section for only price Line Columns

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Questions 10

Universal Containers sells Subscription Products with prorated pricing dependent on the total Subscription Term as follows:

• Product A is configured to have a 36 Month Subscription Term (SBQQ__SubscriptionTerm__c = 36) with a List Unit Price of $36,000.

• Product B is configured to have a 1 Month Subscription Term (SBQQ__SubscriptionTerm__c = 1) with a List Unit Price of $2,000,

Each Quote Line has a Quantity of 15. The Quote has a Subscription Term of 18 Months without a discount applied.

5 the expected Prorate Multiplier and resulting Net Total for both Quote Lines?

Options:

A.

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $540,000

B.

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $36,000

C.

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 1

• Product B Net Total = $360,000

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Questions 11

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?

Options:

A.

Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule.

B.

Create an Approver record for each user, and a single Approval Rule record related to one of the Approvers. Using the Next Approver lookup field, sequence each Approver record to form a chain.

C.

Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to true and Approval Step 1 for each rule, then add all rules to the same Approval Chain.

D.

Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the unanimous checkbox to False on the Approver record.

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Questions 12

Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote.

How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal?

Options:

A.

Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions.

B.

Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets.

C.

Create a Twin Field of the Square Footage field on the Quote Line object.

D.

Create a Twin Field of the Square Footage field on the Asset and Subscription objects.

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Questions 13

Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.

How should the Admin set up the bundle to meet this requirement?

Options:

A.

Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.

B.

Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.

C.

Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.

D.

Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add

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Questions 14

Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has configured this without cloning bundles or pricebooks.

A single quote can contain products for consumption anywhere in the country.

A custom object has been created to maintain a Price Multiplier per product per geographic area. The quote document should display the List Price of the appropriate geographic area.

How should the CPQ specialist complete the configuration?

Options:

A.

Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.

B.

Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the

multiplier and apply it to the custom List Unit Price field on the Quote Line.

C.

Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.

D.

Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.

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Questions 15

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 TRUE.

B.

Product A has "Component" set to TRUE.

C.

Product A has "Optional" set to TRUE.

D.

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

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Questions 16

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.

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Questions 17

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.

Which field should C-LID-L be stored in to meet this requirement?

Options:

A.

Constrained Option

B.

Optional SKU

C.

Constraining Option

D.

Configured SKU

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Questions 18

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.

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Questions 19

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.

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Questions 20

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.

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Questions 21

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:

A.

Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.

B.

Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object.

C.

Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.

D.

Create a custom Page Layout and add the custom Contract Name field to the layout.

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Questions 22

Universal Containers (UC) has rolled out a new product, Warranty, priced as 10% of all the hardware products on the Quote. After implementing, UC realizes that the price is calculating a percentage of the prices before discounts have been applied, whereas UC actually wants it to reflect the discounted prices.

Which field should UC update to ensure the pricing is correct to meet the requirement?

Options:

A.

Update Percent of Total (%) on the hardware products to 10.

B.

Update Percent of Total Target on Warranty to Standard Warranty.

C.

Update Percent of Total Category on the hardware products to Hardware.

D.

Update Percent of Total Base on Warranty to Net Price.

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Questions 23

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?

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 24

A sales rep at Universal Containers is trying to determine why a new Contract was unable to be created from a recently contracted Order. The sales rep has confirmed that the Order is for a new customer. This is the sales reps first attempt to contract the Order.

What are three troubleshooting steps an admin should take to identify the issue7

Choose 3 answers

Options:

A.

Confirm that each of the Order Products have been activated.

B.

Ensure the Order Start Date is later than the Opportunity Close Date.

C.

Check recent Apex Jobs to identify any errors in the contracting process.

D.

Verify that the related Opportunity is in Closed/Won status.

E.

Ensure there is at least one subscription-based Order Product on the Order.

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Questions 25

An admin has created a Small Business Bundle product with List Price = $5.00 with these Product Options:

If a user adds this bundle and saves it without making changes to the configuration, what will the Package Total be on the Small Business Bundle parent product Quote Line?

Options:

A.

$17.50

B.

$25.00

C.

$37.50

D.

$5.00

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Questions 26

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.

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Questions 27

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.

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Exam Code: CPQ-Specialist
Exam Name: Salesforce Certified CPQ Specialist (SP23)
Last Update: May 7, 2024
Questions: 181

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