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CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators Question and Answers

Question # 4

Universal Containers wants to have quantity 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 Admin set this up in the bundle to meet the requirement?

A.

Select the Multiplier checkbox on the Bundle.

B.

Select the Bundled checkbox on the Product Option.

C.

Select Component as the Type field on the Product Option.

D.

Select the Quantity Editable checkbox on the Product Option.

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Question # 5

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

A.

Set the Order By field on the Quote to Product Family.

B.

Set the Order By field on the Quote Line to Product Family.

C.

Enable Allow Multiple Orders from a checkbox on the Quote.

D.

Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.

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Question # 6

Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined. What is the correct Price Rule Setup?

A.

One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.

B.

Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each.

C.

One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.

D.

Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.

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Question # 7

A Lookup Query may return a value to only be used within a CPQ managed field.

A.

True

B.

False

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Question # 8

Universal Containers has a bundle with required Product Options. After the bundle is selected, the user should bypass the configuration process.

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

A.

Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Bundled on the Product Options.

B.

Set the Configuration Event field on the bundle Product to be Required, and select the checkbox for Required on the Product Options.

C.

Set the Configuration Event field on the bundle Product to be Allowed, and select the checkbox for bundled on the Product Options.

D.

Set the Configuration Event field on the bundle Product to be Disabled, and select the checkbox for Required on the Product Options.

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Question # 9

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?

A.

Set Min Options for Maintenance to one. Set Min Options to zero and Max Options to two for support.

B.

Set Min Options for Maintenance to one. Set Min Options to one and Max Options to two for support.

C.

Set Max Options for Maintenance to one. Set Min Options to zero and Max Options to two for support.

D.

Set Min Options and Max Options to zero for Maintenance. Set Min Options to zero and Max Options to two for support.

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Question # 10

The Admin at Universal Containers set up a Price Rule to override List Price with a discounted promotional price. The Price Action has a formula which is as follows: SBQQ_ListPrice_c * (1 – Promotional_Discount_c). The Admin is finding that every Calculate is clicked, the price is adjusted. For example, if List Price is $10.00 and promotional discount is 10%: 10.00 * (1 – 020) = 9.00. The next time calculate is clicked, the following calculation takes place: 9 * (1-0.10) = 8.10. If List Price must be overridden, how can this problem be fixed?

A.

The Salesforce CPQ package has an Original Price field which should be used instead of Last Price in the formula.

B.

Create a field to hold the Price Book price and populate on Quote creation with a Workflow Rule for use in the formula.

C.

Create a field to hold the Price Book price, and populate Before Calculate with … Price Rule for use in the formula.

D.

The Salesforce CPQ package has an MSRP field which should be used instead of Last Price in the formula.

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Question # 11

Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?

A.

The Revised Quantity has been set on the Subscription record.

B.

The Products have a Discount Schedule and Cross Order is not selected.

C.

A Price Rule is firing Before Calculate and changing the Regular Unit Price.

D.

A Price Rule is firing On Calculate and changing the Effective Quantity.

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Question # 12

Which is not a pro-rate precision option (in the Package Settings)?

A.

Month

B.

Month + Week

C.

Month + Day

D.

Day

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Question # 13

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?

A.

Select the component checkbox on any Product that is a Product Option for the bundles.

B.

Select the bundled checkbox on each Product Option and mark the Product inactive.

C.

Select the selected checkbox on each Product Option and mark the Product inactive.

D.

Select the Hidden checkbox for any Product that is a Product Option for the bundles.

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Question # 14

Universal Containers allows clients to negotiate a discount for Product A until a specified date up contract activation. Which three fields on the Contracted Price record should be configured to satisfy this requirement?

A.

Product

B.

Contract

C.

Expiration Date

D.

Discount

E.

Effective Date

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Question # 15

Which of the following is not automated as part of the subscription process in Steelbrick?

A.

Prices

B.

Prorating

C.

Co-terminating contracts

D.

Renewal quote opportunity status

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Question # 16

"UC has three different quote processes for guided selling. The Admin wants to dynamically assign the appropriate quote process to a quote based on the customer's region.

What should be done to meet this requirement?

A.

Create a trigger to update the Process Inputs Region field on the Quote."

B.

Create a trigger to update the Process Inputs Region field on the Quote Process.

C.

Create a workflow rule to update the Quote Process ID field on the Quote Line Group

D.

Create a workflow rule to update the Quote Process ID field on the Quote

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Question # 17

Universal Containers wants to calculate the net amount of all hardware products on a quote. For this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote field. Which picklist value(s) from the Calculator Evaluation Event field should be selected for this price rule?

A.

Before Calculate and On Calculate

B.

After Calculate

C.

On Calculate

D.

On Calculate and After Calculate

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Question # 18

Which two objects could a discount schedule be applied and take precedence over the discount schedule identified in a product feature?

Choose 2 answers

A.

Contracted Price

B.

Product

C.

Product Option

D.

Segmented Product

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Question # 19

When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for each downloadable Product sold.

How should the Admin meet the business requirements?

A.

Set Asset Conversion for each downloadable Product to null.

B.

Set Asset Conversion for each downloadable Product to a custom value.

C.

Set Asset Conversion for each downloadable Product to One per unit.

D.

Set Asset Conversion for each downloadable Product to One per Quote Line.

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Question # 20

"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

A.

Create an Option Constraint Group ""Maintenance"" to require that Product A can only be selected when Products B and C are selected.

B.

Create two ""Dependency"" Option Constraints for Products B and C and have Product A as the constraining option for both Option Constraints."

C.

Create a ""Dependency"" Option Constraint for Product B and an ""Exclusion"" Option Constraint for Product

D.

Create two ""Exclusion"" Option Constraints for Products B and C and have Product A as the constrained option for both Option Constraints.

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Question # 21

An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of “starts with”.

If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?

A.

Sales reps can replace the text, but are unable to leave the required field blank.

B.

Sales reps can change the operator from “starts with” to “contains”.

C.

Sales reps can see the filter, but are unable to alter the filter text.

D.

Sales reps can delete the text to ignore the filter.

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Question # 22

Universal Containers wants line items to be organized into pre-defined groups on the output document. The name of these pre-defined groups needs to be displayed above each group in the output to identify it. Which two ways can an Admin meet this requirement?

A.

Set the Group field on the Line Items type of Template Content record.

B.

Create Solution Groups, allowing users to group products on the Quote Line Editor.

C.

Set the Group Filed field on the Quote Template or Template Section records.

D.

New Quote Group field on each Product record with the associated group name Set the New Quote Group field on each Product record with the associated group name.

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Question # 23

An Admin is creating a Product Rule with an Advanced Condition.

How should the Admin reference a specific Error Condition record in the text of the Advanced Condition field?

A.

API name of the field in the Tested field.

B.

Salesforce ID of the Error Condition record.

C.

Value of the Index field.

D.

Value of the Condition # field.

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Question # 24

Administrators can control the location of Configuration Attributes using row and column orders.

A.

True

B.

False

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Question # 25

"UC has a bundle that has a set price regardless of the number of Product Options that are included in the bundle. Any of the Product Options selected must show on the Quote Line Editor with:

: AListPriceof,mlncluded.nM

: A Net Price of SO, since it is included with the bundle's price.

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

A.

Select the Required checkbox on the Product Options.

B.

Select the Selected checkbox on the Product Options.

C.

Set the Unit Price on the Product Options to be $0."

D.

Select the Bundled checkbox on the Product Options.

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Question # 26

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?

A.

1 OR (2 AND 3)

B.

(1 AND 2) OR 3

C.

1 AND 2 OR 3

D.

(1 AND 3) OR 2

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Question # 27

Using Bundles allows you to have multiple price books on an opportunity.

A.

True

B.

False

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Question # 28

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?

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.

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Question # 29

Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change?

A.

Mark the “Check Prior Purchases” checkbox as TRUE.

B.

List accounts with assets in the “Option Constraint Group” field.

C.

Use a Product Rule instead of an Option Constraint.

D.

Look up the account with the assets on the “Account” field.

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Question # 30

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?

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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Question # 31

Universal Containers has seven different sets of questions for its users to consider before displaying a subset of its complete product catalog for selection onto the quote. The set of applicable questions is determined by the answer to an initial question. How should the Admin set this up?

A.

Create one quote process and dynamically display subsequent questions depending on answers to the prior question.

B.

Create eight quote processes (one for the initial question, seven for the subsequent ones) and switch between the processes using a workflow rule on the quote.

C.

Create a picklist on the opportunity to store the initial question answer, and seven quote processes set by workflow on the quote based on this filed.

D.

Create one product search filter that shows one of seven bundles with configuration attributes representing the values for the other questions.

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Question # 32

"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

A.

Pricing Method set to Percent of Total and Subscription Pricing blank

B.

Pricing Method set to Custom and Subscription Pricing set to Custom"

C.

Pricing Method set to Percent of Total and Subscription Pricing set to Custom

D.

Pricing Method set to List and Subscription Pricing set to Percent of Total

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Question # 33

If a manager is taking a leave of absence, how can the Admin using Advanced Approval ensure that another manager will receive Approval requests during the period in which the original manager absent?

A.

On the original manager’s Approver record, reference a different manager’s Approver record in the Next Approver lookup field. Clear the Next Approver lookup field once the original manager returns from leave.

B.

Create an Approval Rule with an Effective Start Date and Effective End Date spanning the absence. Populate the Approver field of the rule with the subtitle Approver, then add the rule to the existing Approval chain as

the first step.

C.

Create a new Approver record, with the Group ID field set to the ID of a Public Group that contains all of the managers. On the original manager’s Approver record, click the Replace button and select the new Approver

record.

D.

On the original manager’s Approver record, set the Delegated Approver lookup field to reference a different manager’s Approver record, and set the Delegated End field for the date of the original manager’s return.

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Question # 34

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?

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.

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Question # 35

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%

A.

$225

B.

$25

C.

$50

D.

$27

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Question # 36

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 non-subscription product. The Admin has already created price conditions to target quote lines for Product A where the additional discount fields are not populated. Which set of additional actions should the Admin take to support this prior purchase constraint?

A.

Create a summary variable counting the asset records for product A and create a price condition verifying that the quantity field on the quote line is greater than the summary variable.

B.

Create a summary variable summing the quantity of product A from quote lines and create a price condition verifying that the summary variable is greater than the value 1.

C.

Create a summary variable counting the asset records for product A and create a price condition verifying that the summary variable is greater than the value 0.

D.

Create a summary variable summing the quantity of the asset records for product A and create a price condition verifying that the quantity field on the asset object is greater than the value 0.

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