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521 views69 pages

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Salesforce Certified CPQ Specialist fime Remaining : 00:37:31 Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products page, a list of the first 2,000 Products is displayed in a disorganized manner The product iMensgement: team wants the products to display in collapsible groups based on the product family HOW spotlid 2 CPQ specialist enable this functionality from the Salesforce CPQ managed package configuration settings? 11) Select Product Family in the Product Results Group Field Name field in Additional Settings. Select Product Family in the Product Search Plugin field in Plugins. ‘Add the Product Family field to the Search Results Field Set on the Product object Check the Solution Groups Enabled checkbox, set ‘Obji Quote Line, and set Name Field to |) Product Famity. IGKRYTERION” GROBAL TESTA eOiUTiONS Salesforce Certified CPQ Specialist ‘aime Remaining : 00:37:26 Unlversat Containers (UC) has an approval structure that involves both the Deal Deck and Finance teams, | Malits {9 send both Approval requests simultaneously when a Quote is submitted fo reduce the time for Q approval. Which’ Approval type best suits UC’s needs? WAT) Advanced Approvals: multiple Approval Steps can be set u i Approval requests in parallel. }\\Native\Abprovals} multiple Approval Steps can be set up with the same Approval requests in parallel. 0 ‘Advanced Approvals; multiple Approval Chains can be set up to send Approval ‘quests in Step Number te Salesforce Certified CPQ Specialist =Universal-Containers has a number of Contracts that are due to expire next month, Sales wants to Products of Product Family X by 5%, and the products of Product Family Y by 10% upon renewal= Awhich two actions should the admin take to ensure CPQ applies the correct price uplift? = choose 2 answers Fillin the appropriate Renewal Uplift Rate on each Subscription record, Fillan the appropriate Renewal Uplift Rate on each Quote Line record, Salesforce Certified CPQ Specialist Sites soe 3 fa tarte, a processor Product should be priced at USD 200 and EUR 150. When sold as; aJaptop buncle in USD, this processor should be priced at USD 180 and EUR 135. ATP iriversal Containers must enable multi-currancy, how should the admin implement this di Salesforce Certified CPQ Specialist ‘Universal Containers implemented CP Contract Amendment function. ality via the Amend button on. ‘Opportunity. Since an Account can have many different Contracts, the admin implemented. @ Contract. custom field to allow the User to enter identifying information on each Contract record, % How can the admin ensure that the user is presonted with th ‘€ custom Contract Name field when: Amendment? Ig SHE Custom Contract Name field into the Active Contract Lookup Field Set on the Cont eRe. id the admin set tip to satisfy this requirement? I Quantty.and Max Quantity. fisids on each Option should be set to zero. and 10; in ina Product Rule shauid be set up to validate that all Product F equal told. : ith Filter Fields shouid be used.in an Error Condition of a Salesforce Certified €PQ Specialist a aining : 00:37:04 Admin sets'Asset Conversion for a hon-subscription Product A to “One per unit.” A sales rep creates Hides Product 6 with 4 quantity of 2, Sales Operations creates an order from the quote, then « Heact from the orden, then cteates a renewal opportunity from the contract. B object(s) show multiple records related to Product a? ind Obporsunity Product Salesforce Certified CPQ Specialist P ing : 00:37:00 Radmin: is working on a Primary Quote attached to an Opportunity. The Pri ice Book and Currency on the Quote: “Opportunity match. However, only some of the Products from the Quote are being synced to the Opp Ezero error messages are displayed. ducts with-a price greater than zers.sync to the Opportunity, with an Effective: Quantity-preater than or less than zero syne Salesforce Certified CPQ Specialist ing : 00:36:07 Conteiniers wants to update the Quantity of a Product in the Line Editor with a Price Rule The id apply only for this specific Product. uid the admin do to ensure that the Price Rule only changes Quote Lines referencing tl the Lookup Object field on the Price Rule with the Product. & Price Condition against a Quote Line fleld that contains 3 Value that is cted f id on the Price Rule with the Produce. a SS = 10 of 65. auetsel Containers uses Contracted Pricing to set pricing for specific dstibutors and those ¢ “units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account hasa product family of Storage. two ways can the admin set Product A back to list price on a business ‘unit account? Z answers: eas 2 Het Contiactad Price for Product A on the business unit account with a alice of =lgnore Parent Contracted Prices to True on the dusiness Unit account record, new Contracted Price record for Product A on the business unit account “Sriversat Containers sells a bundie Product which contains many Features and Options, Users report that is difficult to configure due to-a significant amount of Scrolling to find the desired Features and Opt What ate three Ways the admin can adjust the design of this bundie to reduce scrolling in Configuration? poose 3 answers GLOBAL TESTING SoU UTicns Salesforce Certified PQ Specialist Remaining : 00:35:31 ‘Given a customer's tiered pricing model, an admin wants to allow users to define Discount Tiers and _-Walées as the Regular Price instead af an Amount deducted from the List price: ‘How should the admin configure the Discount Schedule to meet this requirement? Set Mie Discount Unit to Percent, set the Aggregation Scope te Quote, choose Current Th ‘Overnde Behavior picklist, abd then select the Use Price for Amount checkbox. Set the Discount Unit to Percent, set the aggregation Scope to- Quote, choose Curren “Override Behavior picklist, and then setect the User Defined checkbox = the Discount Unit to reat, create a custom Gverride_Amoutt_cflald-o Salesforce Certified cPQ Specialist ing : 00:35:25 Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in } I bundled Products up-to-date and has! asked the CPQ specialist if there is a way to manage its Product | | without having to maintain additional Product Options. Which option is the most appropriate for the CPO specialist to suggest first? / | Use Option Layout of Tabs for the bundle! parent to expose Features ‘on individual tabs Within Product Configuration, \ ) HU MIIITIMMMM tobea | RO existing bundles, Wy Use a Dynamic Feature for the bundle parent and create a Filter Product Rule. NN © Mee Nested Buridles|tolrequce the number oF Brod: ts become available) 4 uct Options that need’ to be. Sef 63. _Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Se add Products to the Quote, How can the admin configure the Shipping Plus Product record to mest this requirement? ‘Set the Product Code as the first alphabetically of any Product's Product Code. Sét the Product's Sort Order as tha only null Sort Order of any Product. Ea Set the Product's Product Code as the only null Product Code of any Product: set the Sort Order as the lowest numerical value of any Product's Sort Order. ‘Should the admiin set up this product so all downstream processes create perpetual sul & he vaiue Everareen should be put into the Subscription Type fleld on the Product. ‘Hie Sales rep should create a Quote without an end date or a subscription term The admin should uncheck the Auto-calculate contract end date ‘expiring. ae Price Rule should put the value Evergreen into the ‘Subscription Type flefd on. i's Quote Lines, | setting to prevent Salesforce Certified CPQ Specialist } : 00:35:12 Containers has a fixed bundle the configuration process. with selected Product Options, After selecting the: ‘Should the admin set up the bundle to meet this requirement? ‘Se the bundle product record fields Configuration Type to Allowed and Configuration Always. Set the eae product: record fields ‘Configuration Type to Allowed and Sonfiguration: Salesforce Certified CPQ Specialist ining : 00:35:08 65. After installing the Advanced Approvals managed package, which object.is enabled out of the Advanced Approvals functionality? Avy > CPQ Quote object PQ Quote Line object © Opportunity object ‘Core Salesforce Quote object within-the Quote Line Editor Which setting can the admin toggle to organize ‘Quote Lines jn the Line Editor based on the Quote fing's. owithin the bundie? Visualize Product Hierarchy Enable Product Option Drawer Preserve Bundle Structure sep Bundle Together Salesforce Certified CPQ Specialist Zz Universal Containers (UC) sells two fixed-priced subscriptions (Products A and 8) and one Percent Of Total — Subscription Product {Product Cj, which is calculated as a percentage of the List totat of Products A and 8. Both Products A-end 8 are marked a5 “Include in Percent Of Total’: UC also wants to enable ramping of quantities and Pricing for aii three Products on a yearly basis. awhich solution should the admin use to meet the requirement? PoGZ SH the Percent OF Total Target to Product C for Preducts A and B. Ade Products:A, 8;-and-C to the Quote for the desired Quote Subscription Term: i9se-Quote tine Groups for each annual term and set the Percent Of Total Scope on Product Ge Group. =_-tmplemient 3-Quote: Calculator Plugin (OCP) to aggregate Products-A-and-8 by Segment= Salesforce Certified CPQ Specialist Remaining : 00:34:57 - Auser at Universal Containers has logged a ticket stating that Cloud Storage Support is priced i ‘0f 2 Quote with a 12-month Subscription Term and the information in the tables below, the adm werify the daim by calculating the support pricing. [Cloud Storage List Unit Price $1000 [Net Unit Price '$500_ [Default Subscription Term Hi ree [Subscription Pricing I! Fixed Price |include in Percent of Total. Faise lExclude From Parcent of Total False $4000 $2006 iz Fixed Price True ide From Percent of Total False Storage Support u lt Subscription Term Hew can the admin ensure the selected value persists in the Configuration Attribute when Bundle ‘Feconfigured? : Sate 2 Price Rule with Configurator Scope that injects the Quote Line field valu ion field, i Workflow Rule that updates the product ‘Option field upon entering ci Fe 8 Product Option formula field lamed anvibutettapping that retur ‘of feld ame ana value pairs. : e sti the Qu What updates should the sales operations team expect? AnG A second Order is generated with the remaining Quote Lines. Bsc —_An Order without Order Products is created. An-stror is thrown informing the user an Order alréady exists. 3 ne existing Order is updated with the remaining Quote Lines. for tater review. Salesforce Certified PQ Specialist Universal Containers has a Standard Wa ranty product that is priced as a Percent of Total subscription is priced as 25% of the Net Price of all Shipping Container products added to the Quote. Whefi generating a partial Order via the Create Order button, the admin notices the Standard: Warranty absent from the Order Product selection page. What should the admin do to allow the Standard Warranty product to create an Order Product? BG Select any Shipping Container product on the Order Product selection page to automatically Generate 4 Standard Warranty Order Product on the Order Set the Product Family picklist on the Standard Warranty product's Product record to: Services, zfnsure:that the Standard Warranty Quote Line's Start Date and End Date match the Order's Start Date-end End Date. i= Greate one Standard Warranty Quote tine for every What should the admin do to mest this requirement? ‘Oneths Template Section record, set filter fields to Product Family, Not Equals, and Misc; =-Oh-each Product record witha famity-set to MISC. set the ‘Component checkbox to True, se} =D Pte Quote Template record; set the Show Bundled Products checkbox te False, Drrthie-Guote Template record, set the Show all Package Broducts checkbacte The: Salesforce Certified CPQ Specialist Z N N q Time Remaining : 00:34:32 NK N 250165. An admin has a requirement within as user selects Produ: pecific bundle to ensure that Product B is automatically selected when the = A. The admin correctly configui red a Product Rule to meet this requirement, however Product i B remains unselected when Product A is checked, d for Product Ai Product 8. | Mark this item for later review. | Pwhich order should the admin deploy Price Rules with Lookup Queries to af © Price Rules, Price Rules, Rental Rates, Lookup Queries, intl Rates, Lookuip| Queries, gn with best practices? Price Conditions, Rental Rates, Lookup Queries, Price Actions Price Actions, Price Conditions Price Rules, Price Conditions, Price Actions ‘Gloud Kicks (Ck) wants to ensure its sales reps are able to edit non-contracted and non-acti distribute 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 A-[ = Ensure the sales rep has Modify All in their profile. "J Ensure the sales rep is listed as the owner of the Order. AGB Ensure the CPO Orders package setting “Allow Multiple orders” is selected, Ensure the Edit Order Products button is exposed in the Order Page Layout, ‘Universal Containers (UC) sells a Instead of having a separate sKy _ Size during configuration, Product in four geographical regions that comes in 10 cok for all combinations, UC needs the sales reps to specify foc Which CPQ functionality can the admin leverage to meet this requirement? A, © Product Features ©) Product Options © Configuration Attributes fecently contracted Order. the first attempt to contract the Order What are three troubleshooting steps an admin should take to identify the issue? Choose 3 answers Asi”) Ensure the Order Start Date is later than the Opportunity Close Date. Verify that the related Opportunity is in Closed/won status. (GGG Ensure there Is ot least one subscription-based Order product on the Order D:@) Confirm that each of the Order Products have been activated. Ej Check recent Apex Jobs to identity any errors in the contracting process. for later review, e Remaining : 00:33:18 ‘An-admin wants to map Configuration Attribute values to Quote Lines that are for parent = fields are set up to correctly map between Quote Lines and Product ‘Options. : AWhich setup will ensure this condition is met? ‘On the bundled parent, Apply to Product Options is False ‘Gp the Configuration attribute, Auto-Select is False. -On:the child options, Apply immediately is False and Apply Immediately Context is, the Configuration Attribute, apply to Product Options is False. : 00:33: 3 “65-—_Universai Containers wants a Group Of users to receive Approval requests.at the same time. Only the group needs to respond to the Approval request. % What should the admin do to meet this requirement? A: Create an Approver record related to the Approval Rule, and reference a Group ID for the users who ‘ill’be involved. Set the Unanimous checkbox to False on the Approver record. Ginets an APprover and Approval Rule record for each user. Set the Parallel checkbox Eo True and Approval Step to 1 for each rule, then add all rules to the same Approval Chain, ‘(Create an Approver record for each user, and a single Approval Rule record related to one of the. — fPprovers. Using the Next Approver lookup field, sequence each Approver record to form 2: 1) \Create an Approver and Aparoval Rule record for each user ‘On each Approval Rule, refer me Approval Chain ang Approval Conditions, and assign a unique Approval Step for each discretionary discount to be applied for a deal Set to close at the end of the month. TECK purchases 10 units of Product A, AC) List Unit Price: $150. Regular Unit Price: $150 Customer Unit Price: $140 Net Unit Price: $140 ‘what are the expected unit price values at each step i LUst Unit Price: $150 Regular Unit Price: $150 Customer Unit Pace: $100 ‘Net Unit Price: $90 List Unit Prices! $100 Regular Unit Price $100, Customer Unit'prices $90 ||| Net Unit Price: $90 Droduct that can either be sold in increments of one year or can ‘Gsstomers and priced per month until the customier cancels thelr subscription. ‘Which two actions should the admin take to set this product up so kt can be renewed or fast Choose 2 answers Create a workflow rule ty check the Everareen checkbox on the generated contract Set the product up to use the Renewable/Evergreen value in the Subscription Type ‘Set the product up to Use the Renewable value in the Subscription Type field. © tie Subscription Tybe fiald in the Quote Line Editor, allowing sales reps t. iewable and Evergreen. lining : 00:33:01 Universal Containers offers a maintenance Subscription, Product B, that is based on the price of Platform license subscription, Product A. The current configuration ie: Product A [Product 8 Fixed Price [Percent OF Total 1 i Product A Net 10% FALSE [TRUE fe being quoted for 2 Term of 24 months. The tist Unit Price for Product A 400. ‘Families. When rendering a into different Line Item tables by Product Family. How should the admin meet the requirement in the most efficient manner? A. Cfeate a single Template Section, and use the Group Field functionality to ensure appropriate ‘9rouping by Product Family. (Create a Template Section for each product Family, Section using the Filter field, })) Stigate|a single Template Section, and use the LineSorteield special field to ensure appropriate ‘grouping by product Family. 3 \Gyeatea| Template Section for each product Family, and set up the appropriate filtering within \\/SeEION| Using the Conditional Print eld. ait iN Salesforce Certified CPQ Specialist ime Remaining : 00:32:54 OF 65. A sales rep notices on Opportunities that only some Opportunity Products. are synched from Quotes. discrepancy causes inaccuracies in the pipeline. Which three troubleshooting steps should the admin take to resolve the issue? ‘Choose 3 answers | 8 Ensure the Quote's Primary checkbox has a value of True. B Ensure the Opportunity’s Primary Quote lookup is populated. 1G |) Ensure the Quote's Account tookup is populated. D. | Ensure the! Quote’s Opportunity lookup is populated. \Bnaure the Quotels Primary checkbox has a value of False. List Unit Price is $420. If 2 10% Volume Discount, 20% Additional Discount, and 5% Partner Discount are applied, what are the values a ‘each step in the standard price waterfall? =) Regular Unit Price: $108.00 * Clistomer Unit Price: $168.00 | Net Unit Price: 6156.00 Regular Unit\Price: €216.00 ‘Customer Unit Price: $168.00 Net Unit Price: $158.00 Regular Unit Price: $108.60 Customer Unit Price: $86.40 Net Unit Price: $82.08 Upload the POF into the Documents object folder named Output Attachments, B'@ Add the POF as a reuuired Additional Document on the Quote Template. £15) Manually attach the PDF es\an Additional Document on each Quote the sales rep sends. (1) Greatelan HTML Template Content record for the POF and include it in a Template Section, MINE SOLLTions Salesforce Certified CPQ Specialist 39 of 65." Universal Containers wants to have avantity 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 ad Set this Up in the bundle to meet the requirement? A-Select the Multiplier checkbox on the Bundle. B-@_ Select Component as the Type field on the Product Option. Cy Select he Bundled checkbox or e Product Option Des Select the Quantity Editable checkbox on the Product Option. 40 of 65. iY Cloud Kicks creatas detailed quotes for its customers wi show the list of all items to be sent to each shiy location. A number of customers heve requested + summary overview to be appended that shows the total Avantity of each product: added to the Quote, regardiass of shipping location. What should the admin do to meet the requirement? Ay\()|| Gotistruct a|teties of roll-up summary fields on the Quote that store the sum of the quantities for Bech product and subsequently render these fields on the output document, © @ Set the Roll-Up Field to the Product Name in the Quote Template Section and select Roll Up in the Quantity Line Item Column. G:() Shenae the Group Field to product Name on the Template Section and set the ‘Summary Function to SUM on the Quantity Line Item Column. P()) Construct a Summary Variable that calculates the total quantity tor each product and render this on the output document in a new section. Salesforce Certified CPQ Specialis SGniversel Containers (UC) has an upcoming user conference that UC wants to promote to ifs sadmin has created a Product Selection Rule-to automatically add-2 Conference Pass Product to- The user calculates a Quote. The user selects a Product for the Quote. “The user selects a Configuration Attribute vaiue for a Product, user saves the Quote. Universal Containers (UC) selis its Support SKU bundle, When sold as a stand-alone Product, UC wants to reduce the List Unit Price to $80 both as a stand-alone Product and a Product Of the expected List Unit Price is $1,000. When sold 0. What should the admin do to meet the requirement? Enter 20 into the SEQQ__Discount__c field on the Product Option to reduce the priced to $800, : Create a worktlow rule to insert 800 Inte the SEQQ__ListPrice__c field on the Quote SBOG _Requireddy_c field's blank. 2 S fer B00 into the SBOO _UnitPrice__¢ field on the Product Option to define a bi ‘Support. Product Rule to insert 860 into the S$8QQ__tistPrice_—e field-on 18 RequirédBy_c field is blank. © oFes. While performing an amendment, a sales rey Quote Line. P is unable to edit the Additional Discount for an existing What is the cause of this behavior? = # Product Rule is preventing the Additional Discount from being edited The Hon Discountable field is marked True on the Product record for the Quote tine. The org is using legacy amendment and renewal service, = 29 Additional Discount is 2 locked field on amendment Quotes, item for fater review. ~ An admin has created a text field ‘Configuration Attribute for Bundle A. The admin wants the: ‘3 dynamic value the moment the Configuration page loads. Which steps should the admin take te meet this requirement? A-G} Create a Flow to update the Product Option field that is used for the ci ration Attrit ‘onfigui tribute Set the process to trigger upon new record creation. z Create a formula text field on the Quote, constructing the formula to return the desired default value, Update the Configuration attribute Default Field to identify the Quote formula field. Greate @ Price Rule to target the Product Option field that is used for Configuration Attribute to ita value. Ensure the end user selects Apply Rules in the Configurator. Greate a text field on the Quote Line object with the same API name as the Configu _ Products in the Storage product family. ‘The maintenance product has been Updated to be priced as Percent Of Total and the ercentat should the product records be altered to meat this requirement ist the maintenance product Percent OF Total Category to Storage. On all Storage subs¢ ito, set the Percent OF Total Category to Storage and set Exclude From Percent OF 7 he maintenance product Petcent Of Total Category te Storage: On all ‘Storage icts, Fel the Percent Of Total Category to Storage and Set Include in Percent jaintenance product Percent Of Total Catecory to Storage and-set- On all Storage subschiption products, Set the Percent Of Total Cat i ‘product tnckude in Percent Of Totat so-True. Salesforce Certified CPQ Specialist ining : 00:31:19 ‘Universal Containers requires sales feps to choose a Square Footage value on the ‘Of the bundles to hide Product Options that are incompatible for the selected square footage. ‘fe-configure the bundle on a Renewal Quote 'e, the Square Footage value that was set on the Of the original Quote is reset to its default vah ue. Currently, the sales reps must select the square f the Renewal Quote. ‘How should the admin improve this process so the Configuration Attribute retains its value upon: > Set the Renewed Subscription lookup field on the renew. ubscriptions. al Quote Lines to reference the | Set the Renewed Asset lookup field on the renewal Quote Lines to reference the origin fe & Twin Field of the Square Footage field on the Asset and Subscription objec | Field of the Sauare Footage field on the Quote Line object, f©5. The admin at Universal Containers set up a Price Rule to override Ust Price with a discounted ‘The Price Action has a formula which is as follows: = SBOQQ_ ListPrice ic > (a Promotional. Discount__c) he acimin is finding that every time Calculate is clicked, the price is adjusted. For example, if d'bromotional discount is 10%: dmin is finding that every time Promotional discount is 10%: ‘Universal Containers (UC) ‘Created a Custom Action called Add Subscriptions and a flagged as subscription Products. San UE eristre that sales reps are restricted to subscription Products when the reps d Action called add Subscriptions? A: @ Use a hidden Seaich Filter and attach it to the Add Subscriptions Custom Action. Remove the Subscription flag from the Product's Search Results Field Set, i # custom object has bean cre: ated to maintain a Price Multiplier per product per geographic area. “an should apply on the List Price Of the appropriate geographic area. Wy should the CPO specialist Complete the configuration? ‘Create a Lookup Price Rule to retrieve Salesforce Certified CPQ Specialist eee Seeecining - 00:31:00 SSS Total Price $1,000 for the first 400 “init = 000 plus $9 per unit above 100 ity Variable and Price Condition are nea Sustomer purchased praviousiy? Summary Variable counting the Asset records for Product A BAe Tested Field value set to Quantity and the tested Object vale set Variable summing the Quantity fieiton: that the Summary Variable is “Universal Containers (UC) serves different ‘Quote Line fields to users based on whether a ‘business, an amendment, or a renewal. Users have complained about humerous renew: ‘Show up in the Quote Line Editor irrespective of the Quotes Type. An addition to creating custom Quote field cots for ach Type, how should the UC admin meet this A-@ Create a Quote Line formula field called EditlinesFieldSetName that returns the name of the — applicable field set, Eieate 3 Quote forrhula fleld called HeaderFieldSetwame that returns the name of the. == field set, Pee a Frice Rufe to populate the Quote field called HeaderrieldSetName with the name ‘applicable field set, Se @ Price Rule to populate the Quote field called Edit inesrieldSotNiame bith the n a ‘oftware. When a Configuration Attribute in the 0 Hide all Products with the product Family called Software. The admin has Product Rule with a Configuration Rule, &@ An Error Condition should compare the Perpetual value against the Configuration Attribute, A Product Action using the Filter Field should Hide the products. | AN Ertor Condition should compare the Perpetual value against the Configuration Attribute. a | Product Action should Hide each product, 4 } An Error Condition should compare the Product Family value on the Product Option record. A. Product Action should Show all Products with Product Family other than Software, An Etror Condition should check the Product Family valve on the Product Option record. AB Action Using the Filter Field should Hide the Products. z for later review. z Salesforce Certified CPQ Specialist Remaining : 00:30:08 which Salesforce Cog functionality will satisfy this requirement? a oe Custom Action with Search Filter B. Price Rules |) Gustom page security, plug-in script Product Rules of filter type 2 B.@ Configured Code Pattern €-@] Component code D./~ Component Description Position E. @ Component Code Position Salesforce Certified cpg Specialist 65. Universal Containers has ‘created a Discount Schedule with the ‘Override Behavior set to All T @ Product. A sales rep then adds this Product to a Quote, manually changes the discount Tier, and saves the Quote. At what point during the sales process can the sales rep be assured that the override amount will bet changes the admin may make to the original Discount Schedule? ‘The Quote status has changed te Approved. ‘The Opportunity status has changed to Proposal/Price Quote. co ‘The Save or Quick Save buttons are clicked, 5, Override values are subject to Discount Schedule updates made by the admin. this item for later review, Salesforce Certified CPQ Specialist € Remaining : 00:29:57 ‘Universal Containers (uc) Sells a Product that is only sold as part of a bundle. UC wants tore the Product search screen. How can the admin confi igure the Product to meet this requirement? ‘Set the Asset Conversion field to One per unit. = Select the Hidden checkbox on the Product. Set the Configuration Type field to Allowed. D:@ Select the Component checkbox on the Product. is item for tater review. that without reopening the Qi them for approval, Which two actions could the admin take to meet the business requirement? = Choose 2 answers A§] Change the value of a field in the Calculating Fields Field Set. Create a new Lightning button to trigger recalculation. Add the Calculate button to the quote layout. Greate 3 Flow to trigger recalculation upon record save. ing : 00:29:49 ‘Universal Containers wants its users to be ablet onal Di = 2 ‘0 apply Additionat Discounts Which two steps should the admin take to fulfill this requirement? Choose 2 answers = Add Additional Disc. to the Segmented Line Editor Field Set on the Quote tine ‘Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group 5 @ |Add Additional Disc. (9%) to the Line Editor Field Set on the Quote object, i Aduitional Disc. to the Line Editor Field Set on the Quote Line object. ing : 00:29:45 Atenewal quote has been generated through automation 45 da - ys before the contract ends~ Gastomer wants to increase the quantity of their monthly service subscription. The custom fenew at the moment, but needs to arrange the quantity increase for the last month of the Upon finalizing the amendment Quote and contracting the amendment Opportunity, the sales discovered that the renewal Opportunity is out of sync with the latest change. How can the sales ops team ensure the renewal Quote reflects the increased quantity? A Delete the Renewal Opportunity, contract the amendment Opportunity again, then cr fenewal Opportunity and Quote. © Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quoted Contract. = © — Terminate the Contract with an End Date of November 30, and set the renewal Quote : "December 1 of this year. 'D.- Create an Order from the amendment Opportunity, then contract the amendment: the renewal Quote. How should the admin ensure that users are able to view these documents by default? A-( > A workflow rule should be used to change the Document Folder field on the Quote object ai Miew All permissions should be granted on the Quote Document object. C-@ The Document Folder chosen in package settings must be visible to all users. | View All permissions should be granted on the standard Document object, Salesforce Certified CPQ Specialist ining : 00:29:37 65. An scald bundle contains a feature called ‘Warranty’ that includes th ; 5 e following Products: 3-Year Bronze Warranty Z 3-year Silver Warranty 3-year Gold Warranty 2-yeat Bronze Warranty Extension 2-year Silver Warranty Extension 2-year Gold Warranty Extension The admin wants to minimize Clicks, ensure that only one level of Warranty is selected, ani Warranty Extension can only be selactad with the same base level of Warranty. ict Rules and Summary Variables Hien Selection Method on the Feature nlc Deter Filter Field Set When amending a contract, users have reported that the net pridng of some products is __ Gone a preliminary investigation and found that the issue only happens on existing "Whats the likely cause? ‘The Use Legacy Amend/Renew Service is TRUE in the package settings. : ‘The Renewal Price and the Net Price on the Upgraded Subscriptions are different values. 'The Products havela Discount Schedule and Cross Order is unselected. ai |The | products’ Prtebook| entry. prices wars changed after the Contract was generated A Hi ? 00:29:30 ‘When an Order is Contracted, the sales operations team naads to store a unique ‘cae Fecord for each downloadable Product sold. ‘How should the admin meet the business requirement? A.( 5 Set Asset Conversion for each downloadable Product to a custom value, B. oe Set Asset Conversion for each downloadable Product to One per unit, ) $e Asset Conversion for each downloadable Product to One per quote line. Set Asset Conversion for each downloadable Product to null. for later review, 1% KRYTERION” GLOBAL TESTING SOLUTIONS Salesforce Certified CPQ Specialist Time Remaining : 00:29:27 ee 2 6. Which two scenarios can be supported using Amendments? ‘Choose 2 answers A ‘Chatige quantities of existing Products; maintain same discounts as original Quote. B:@ Chance quantities of existing Products; apply different discounts than original Quote. ‘9 Add new Products; co-terminate to existing Contract. B. Add new Products; \use different End Date from existing Contract. Mark this iter for later review. Configurations PRE rite) ald Renewals:

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