Salesforce Certified CPQ Specialist (SU24) Questions and Answers
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?
Universal Containers (UC) uses USD, GBP, and EUR and has Multi-Currency enabled.
UC products have two sets of USD prices: one for American customers and one for Asia Pacific customers.
UC products have one set of EUR and GBP prices for European customers.
What is the most effective way to set up DCs Price Books?
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?
A Configuration Attribute displays a Product Option picklist field named Custom_Picklist__c. A picklist field with the same name exists on the Quote Line object, and is set to restrict the picklist to the values defined in the value set. The Quote Line picklist contains fewer values than the field from the Product Option.
Which behavior can the user expect if they choose a value for the configuration attribute that is unique to the Product Option picklist, and then tries to save the bundle?
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
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?
Cloud Kicks (CK) has recently phased out Product Option X and is ne longer actively selling it ta new customers. New customers
can sign up for the current Product Option Y Instead.
Management has decided that CK will also migrate existing contracts to this new product versicn at renewal.
‘Which steps should the admin take to achieve this?
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?
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'
Universal Containers only sells lid Products as part of a container Product. The admin wants to hide all lid Products from Product Selection.
How should the admin set up lid Products?
What are two considerations the CPQ specialist should take into account when authorizing the Salesfonce CPQ calculation service for a user who is currently logged in?
Choose 2 answers
A sales rep at Universal Containers Is configuring an amendment Quote. The original Quote featured a single annual Subscription with a Net Unit Price of $600, a Quantity of 10, and a Subscription Term of 24 months. Ten months into the term of the Contract, the sales rep wants to issue a prorated refund for the original purchase and quote a new, more expensive Subscription In its place.
Using the standard price waterfall, what is the expected Net Total of the amended Subscription once the Quantity is set to cr
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?
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
The admin at Universal Containers has a group of Price Rules with Lookup Queries that references a new Rental Rates object. After testing to confirm the Price Rules produce the expected behavior, the Price Rules are ready to be deployed to Production.
In which order should the admin deploy Price Rules with Lookup Queries to align with best practices'?
An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price.
Which CPQ package settings should UC use to meet the business requirement?
If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure
that another manager will receive Approval requests during the period in which the original
manager is absent?
How can an Admin prevent users from reconfiguring a specific bundle after initial configuration?
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?
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
Universal Containers (UC) maintains a large Product catalog with more than 500 Products. Ten Products from various Product Famines are frequently requested and purchased by UC's customers and must be easy to find for users.
Mow should the admin meet the requirement?
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?
When sold a la carte, a processor Product should be priced at USD 200 and EUR 150. When sold as a component of a laptop bundle in USD, this processor should be priced at USD 180 and EUR 135.
If Universal Containers must enable multi-currency, how should the admin implement this discounted price?
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has 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?
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 must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?
Universal Containers sells a monthly subscription service with tiered pricing:
Which approach will allow the Quote Line's List Price to reflect these tiers?
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 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 (UC) sells Product A for an initial, fixed price without the ne«d for renewal behavior. UC must be able to track an individual senal number on the Asset record for each Product A sold.
Which Product field value should the admin set up to handle this use case?
Universal Containers (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product search screen.
How can the admin configure the Product to meet this requirement?
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?
Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50.
The Admin decides to use a Price Rule targeting the Configurator to implement this price change.
Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule?
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle
is difficult to configure due to a significant amount of scrolling to find the desired Features and Options.
What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration?
Choose 3 answers
"UC Admin wants to prevent a Quote Term from being edited by non-admin users.
What should the Admin do to meet this requirement?
Universal Containers has a bundle with many Features. In one of these Features, Feature A, all Product Options share the same Discount Schedule.
How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
Universal Containers wants to update the Quantity of a Product in the Line Editor with a Price Rule. The rule should apply only for this one specific Product.
What should the Admin do to ensure that the Price Rule only changes Quote Lines referencing this Product?
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?
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?
When using Lookup Rules In Salesforce CPQ, which three factors will impact the number of query rows returned?
Choose 3 answers
Hew should the admin ensure Universal Containers’ users can generate autput documents in Microsoft Word format?
A Universal Containers User states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the Admin check to ensure the Configuration Attribute value is properly saved?
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?
The admin at Universal Containers receives a report from a user that checking the Contracted box on an Opportunity with a single Product fails to result in a Contract.
What are two possible reasons a Contract is unable to be created?
Choose 2 answers
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired.
What should the Admin do to meet this requirement?
Universal Container (UC) has a required Configuration Attribute for color on all containers it sells. UC wants to display the Color of the containers in the output document.
On which objects will the Admin need to create the Color field to meet this requirement?
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
A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets.
How should the user achieve this?
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have
agreed to a Quantity of 100 licenses for the term of the Contract.
The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses.
After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of:
*The original Subscription
*The first amended Subscription
*The second amended Subscription
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?
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval.
Which two actions could the admin take to meet the business requirement?
Choose 2 answers
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?
Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level.
Which two steps should the Admin take to fulfil this requirement? Choose 2 answers