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?
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 (UC) defines a Warranty Period in a field on
its Products and wants to ensure that this Warranty Period is
correctly stored on the Asset record. A twin fleld has been
created on the Asset record. UC contracts from the Order.
When leveraging the twin field functionality to pass this
Informaticn to the Asset record, on which object should the admin create a twin field?
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?
An admin has set the Group ReW on one of the Quote templates. On output documents on Quote A, Quote Lmes appear to be grouped incorrertfy.
What are two explanations for this grouping?
Choose 2 answers
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers
Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?
Quote line field values:
*List price: $100
*Quantity: 5
Discount Schedule field values:
*Type: Slab
*Discount Unit: Percent
A user renewing a Contract that was uploadad during a data migration. Thare is no Opportunity or Quote associated to the Contract. Aftar renewing the Contract, the user has noticed that the Price Book on the Renewal Opportunity and Quote is incorrect.
What should the admin do to resolve this issua?
"UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote.
Which two represent a valid configuration to meet this requirement? Choose 2 answers
Universal Containers (UC) sells its Products in three currencies: USD, GBP, and EUR. UC wants to make a renewable Support SKU available for selection in only USD and EUR and has completed the necessary configuration and/or record creation to support the behavior.
What is the expected behavior when a user attempts to add the Support SKU to a Quote in each currency?
Universal Containers has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the Net Price of all Shipping Container products added to the Quote.
When generating a partial Order via the Create Order button, the Admin notices the Standard Warranty was absent from the Order Product selection page.
What should the Admin do to allow the Standard Warranty product to create an Order Product?
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?
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?
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?
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?
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?
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book. When the Product is selected under a bundle, the price should be included as part of the bundle.
How should the Admin meet this requirement?
Universal Containers restricts users from selling more than 10 different products within a specific Product feature at once.
What should the admin set up to satisfy this requirement?
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?
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 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 sells a nonrenewable subscription Product that is priced on a yearly basis.
Which Subscription field values should the admin set to meet this requirement?
Universal Containers (UC) has categorized its Products into three Product Families. When rendering a document, UC wants to separate the Products into different Line Item tables by Product Family.
How should the admin meet the requirement in the most efficient manner?
An admin has created a validation Product Rule that must display an error message upon clicking Sava if a Product Option is selected while a Configuration Attribute is set to a spacific value. When tha usar chooses the Product Option, than sets the Configuration Attribute to the specific value. The error massage appears before Save is clicked.
What can the admin change on the Product Rule or Configuration Attribute to ensure the error message only appears upon clicking Save?
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?
Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor.
How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?
How should an admin enable renewal uplift on an Account?
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
Universal Containers has a product that can either be sold In increments of one year or can be purchased by customers and priced per month until the customer cancels their subscription.
Which two actions should the admin take to set this product up so it can be renewed or last perpetually?
Choose 2 answers
When using Lookup Rules In Salesforce CPQ, which three factors will impact the number of query rows returned?
Choose 3 answers
An Admin has created a new bundle, and a separate, unrelated Product Rule. Universal Containers wants the t Rule to fire within this specific bundle.
What is a valid setup for the Configuration Rule?
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature?
Choose 2 answers
Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote.
At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?
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
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?
An admin wants Configuration Attribute X to appear on the configuration page of bundle Y. The value selected will drive a Selection Product Rule and be listed in a Line Item Column in the output document.
On which objects will the admin need to create the Configuration Attribute X custom field to meet this requirement?
An admin created a dynamic bundle and needs a Product Rule to limit which products users see when configuring the bundle.
Which type of Product Action should the Admin create to ensure that only a specific set of products may be selected for the dynamic bundle?
An admin has implemented a new CPQ business requirement In a sandbox. They have created new products and used them to construct a bundle. The admin has also created a Product Rule that automatically selects Product Options when the user selects a specific Configuration Attribute.
In which sequence should the admin migrate the records related to the new CPQ functionality In order to maintain record relationships?
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
An admin has constructed a Price Rule that utilizes a Lookup Object and Lookup Queries. In a given scenario, two lookup records meet the Query criteria for a single Quote Line.
Which behavior can the admin expect in this scenario?
The admin decides to use a Price Rule to set a default 10% discount on Product A if a client has already purchased this item. Product A is an Asset product.
The admin has already created Price Conditions to target Quote Lines for Product A and the appropriate Actions to apply the 10% discount.
Which Summary Variable and Price Condition are needed to apply this Price Rule to Quote Lines for Product A. the item the customer purchased previously'
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?
When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?
An admin is setting up multiple Option Constraints. When configuration the bundle. a user should be unable to select Product B unless the user has also selected Product A.
What are two steps the Admin must take to set up the Option Constraint?
Choose 2 answers
Universal Containers sells a monthly subscription service with tiered pricing:
Which approach will allow the Quote Line's List Price to reflect these tiers?
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
Given a customer's tiered pricing model, an admin wants to allow users to define Discount Tiers and use those values as the Regular Price instead of an Amount deducted from the List Price.
How should the admin configure the Discount Schedule to meet this requirement?
An admin wants to map Configuration Attribute values to Quote Lines that are for parent bundle products only. The fields are set up to correctly map between Quote Lines and Product Options.
Which setup will ensure this condition is met?
In what way does Smart Approvals expedite the approval process?
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?
An admin sets Asset Conversion for a non-subscription Product A to "One per unit." A sales rep creates a quote that includes Product A with a quantity of 2. Sales Operations creates an order from the quote, then creates a contract from the order, then creates a renewal opportunity from the contract.
Which object(s) show multiple records related to Product A?
Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the Support Feature.
How should the admin set up these requirements for the users?
Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date.
What should the admin configure in the product to meet this requirement?
The Edit Lines Field Set Name special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor?
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?
What is the correct order of data import to load Quote Template in CPQ?