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)
A. Contracted Price
B. Product Option
C. Segmented Product
D. Product
Explanation:
In Salesforce CPQ, Discount Schedules define how pricing changes based on quantity or other factors. When multiple Discount Schedules can apply, there’s a specific hierarchy that determines which one takes precedence.
According to Salesforce documentation, a Discount Schedule applied to a Contracted Price overrides all other types, including Product Feature, making Contracted Price the highest priority. The Product Option also takes precedence over a Discount Schedule defined at the Product Feature level. This allows granular pricing control in bundles. Hence, both Contracted Price and Product Option will override the Discount Schedule assigned at the Product Feature level.
Universal Containers (UC) offers several enterprise server bundles with professional
services. UC has a large catalog of professional services that are compatible with any
server. New professional services are constantly being introduced. UC wants to design the
product configuration to minimize maintenance and ensure scalability. Which two actions should the admin take to construct these new bundles?
(Choose 2 answers)
A. Create a new Custom Action that is filtered to show only Professional Services Products.
B. Create a Dynamic Feature for Professional Services Products.
C. Create a nested bundle that contains all Professional Services Products.
D. Create a Filter Product Rule with a Product Action filtering for Professional Services Products.
Explanation:
To minimize maintenance while keeping server bundles scalable, Salesforce CPQ recommends using Dynamic Features and Filter Product Rules. Dynamic Features allow product options to be populated based on conditions or filters, making them ideal for frequently updated services like professional services.
By using a Filter Product Rule with a Product Action, the system can automatically pull in professional services matching certain criteria without the need to manually update bundles each time a new service is introduced. This approach ensures automation, scalability, and consistency across configurations, especially for large catalogs with frequently changing products.
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
B. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
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.
Explanation:
Salesforce CPQ’s Smart Approvals feature reduces redundant approvals by tracking what has already been approved. If a quote was rejected but later resubmitted without changes to the values that triggered the original rejection, Smart Approvals compares the new submission to the snapshot of previously approved conditions.
If the values fall within prior approved thresholds, it bypasses all other approvers and routes the quote directly back to the last rejecting approver. This minimizes unnecessary back-and-forth, accelerates sales cycles, and improves user experience by reducing redundant tasks for approvers when no real change has occurred.
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?
A. Create an Approver and Approval Rule record for each user. On 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.
Explanation:
To enable parallel approvals where only one person in a group needs to approve a quote in Salesforce CPQ, the admin must create an Approver record that references a Group ID containing all users in the group. By setting the Unanimous checkbox to False, the system only requires one approver from the group to approve the quote.
This approach is ideal for shared responsibilities among team members and avoids bottlenecks. It ensures flexibility and streamlines the approval process by reducing dependencies on individual availability, while still maintaining governance through proper group-level accountability.
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?
A. Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately.
B. Confirm the Conditions of the Price Rule are configured accurately based on expected behavior,
C. Confirm the Tested Field(s) referenced In the Lookup Queries of the Price Rule exist on the Lookup object.
D. Confirm the Lookup Queries of the Price Rule are configured to pull only a single referenced value from the Lookup object.
Explanation:
When using Lookup Price Rules in Salesforce CPQ, the system pulls pricing data from a secondary object based on lookup conditions. If the Daily Rate field is not populated as expected, a common issue is that the tested fields in the Lookup Query do not actually exist or are misconfigured on the target Lookup Object (e.g., Rental Rates).
If the referenced field doesn't exist or is misnamed, the query fails silently, returning no result. This results in a blank value but doesn't stop the quote from being saved. Validating the field’s presence and spelling ensures successful price retrieval.
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.
A. Option Constrain Group should be populated.
B. Option Constrain Group should be populated.
C. type should be dependency.
D. The Active checkbox should be set to True
Explanation:
To enforce that Product B can only be selected when Product A is selected, the admin needs to set up an Option Constraint in Salesforce CPQ. This is done by setting the Type to "Dependency", where Product A becomes the controlling option and Product B the dependent one.
Additionally, the constraint must be activated by checking the "Active" checkbox; otherwise, it won’t take effect even if set up correctly. These two settings work together to ensure proper dependency behavior during configuration, improving user guidance and reducing configuration errors.
What is the correct order of data import to load Quote Template in CPQ?
A. Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions
B. Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions
C. Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions
D. Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions
Explanation:
Importing Quote Template data in Salesforce CPQ requires strict adherence to dependencies between objects. The correct order is:
Quote Template (foundation layout),
Template Sections (subdivides content),
Line Columns (controls how quote lines display),
Template Content (HTML or rich text content added to sections),
Quote Terms (standard legal or policy clauses),
Term Conditions (defines when specific Quote Terms appear).
Each object references another. For example, Template Sections cannot exist without a Quote Template, and Term Conditions cannot exist without associated Quote Terms. Following this import order ensures smooth template creation and prevents relational errors or broken layouts during quote document generation.
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?
A. A twin field must be created on the Quote object.
B. A twin field must be created on the Product Option object.
C. A twin field must be created on the Product object.
D. A twin filed must be created on the Quote Line object.
Explanation:
Configuration Attributes in Salesforce CPQ are used to capture custom values during bundle configuration. For these values to persist between initial configuration and later reconfiguration, CPQ requires the creation of a twin field—a field with the same API name—on the Quote Line object.
This allows CPQ to store and retrieve attribute values per quote line. Without this twin field, the value exists only during the initial configuration session and gets lost when the user reconfigures the bundle. Ensuring proper field mapping preserves data consistency and improves user experience during multistep configuration or editing.
An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page. Which updates should the Admin male to meet this requirement
A. Update Option Layout on the parent Product record to Wizard.
B. Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic
C. Create feature to the parent product and assign all Option to one of the created features.
D. Update option layout on the parent Product record to Sections
Explanation:
To allow users to see all product options on a single, scrollable page in a bundle configuration, the admin must change the Option Layout on the parent product to "Wizard". The Wizard layout displays all features and options in one long, continuous view rather than in tabs or collapsible sections.
This is particularly helpful when a bundle has many options across multiple features and simplifies navigation during selection. It enhances usability by removing the need to click between tabs and supports fast bulk selection. Other layout types like "Tabs" or "Sections" break options into multiple screens or sections, which the user wants to avoid.
A user has added multiply bundles to the Quote. Each bundle consists of Product Options of the Product Families:
• Hardware
• Licenses
• Maintenance
On the output document, different line columns need to be rendered that contain the Products of each Family. Moreover, the Product Options of each Family need to be rendered separately for each bundle. Which two stops should the admin take to meat the requirement?
(Choose 2 answers)
A. Create a different Line item section for each Product Family and leverage the Conditional Print field to show the correct products.
B. Create a different Line Item section for each Product Family, and leverage the Filter field to show the correct products.
C. Construct a formula fold on the Quota Line object that returns the bundle's Name and Number, and use this field in the Group field on the Line item Section
D. Populate the Sort Order field on each Product record to properly sort the Quota Lines within each section.
Explanation:
To meet the requirement of separating line items by Product Family and by bundle, two things are needed:
✅ Filter Line Item Sections by Product Family using the Filter field, so only relevant line items (Hardware, Licenses, etc.) show up in the correct section.
✅ Group line items by bundle by creating a formula field on the Quote Line object that captures the Bundle Product’s Name or Number. This field is then used in the Group field of the Line Item Section.
This ensures quote output is clean, readable, and aligned with both product type and bundle structure for professional presentation.
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?
A. Optional filter
B. Show
C. Default filter
D. Enable
Explanation:
A Product Rule with a "Show" Product Action allows the admin to define which products should be visible during bundle configuration.
1. This is useful when you want to filter the options shown to the user dynamically based on other selections or conditions.
2. For dynamic bundles, this is critical because options can change based on attribute selections.
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?
A. Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.
B. Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.
C. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.
D. Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price
Explanation:
When amending a contract, you:
1. Start an amendment quote tied to the contract.
2. Use the "Refresh Prices" button to re-evaluate pricing logic (discounts, tiers, etc.).
3. Manually updating pricing on the subscription (Net Price) or asset (Price field) allows you to apply new discounts without needing to cancel and re-quote.
| Page 1 out of 17 Pages |