How can an Admin prevent users from reconfiguring a specific bundle after initial configuration?
A. Set the Configuration Type to Disabled
B. Set the Configuration Type to Allowed and Configuration Event to Always
C. Set the Configuration Type to Allowed and Configuration Event to Add.
D. Set the Active checkbox on Reconfigure Line Custom Action to False.
Explanation:
To stop users from reconfiguring a bundle after it's been added, set the Configuration Type to Disabled. This locks the configuration so users can’t reopen and make changes. It’s useful when products must remain fixed after initial setup for consistency or compliance.
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?
A. The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.
B. The Evaluation Scope of the Price rule is set incorrectly to fire on the configurator, so the Price Rule fires on the configure Products page.
C. The referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically.
D. The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it’s evaluated.
Explanation:
If users must click “Calculate” twice for a discount to apply, it’s likely the formula field used in the Price Condition relies on data that isn't fully calculated during the first evaluation. Salesforce CPQ calculates fields in stages, so the formula field gets its correct value only after the first run.
Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on the Opportunity. Since an Account can have many different Contracts, the Admin implemented a Contract Name field to allow the user to enter identifying information on each Contract record. How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
A. Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.
B. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object.
C. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.
D. Create a custom Page Layout and add the custom Contract Name field to the layout.
Explanation:
To ensure users see the custom Contract Name when choosing a contract during an amendment, add that field to the Active Contract Lookup Field Set on the Opportunity. This controls what is shown in the contract selection screen during the amendment process.
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?
A. An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product.
B. An Error Condition should compare the Product Family value on the Product Optio record. A Product Action should Show all Products with Product Family other than Software.
C. An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products.
D. An Error Condition should check the Product Family value on the Product Option record. A Product Action using the Filter Field should Hide the Products.
Explanation:
To hide products based on a Configuration Attribute (like "Perpetual"), you need a Product Rule. The Error Condition checks the Product Family on Product Options, and the Product Action uses the Filter Field to hide products that match that condition (e.g., Product Family = Software).
How should an admin enable renewal uplift on an Account?
A. Change the Renewal Pricing Method to Same on the Account.
B. Select the Combine Subscription Quantities checkbox on the Contract record related to the Account
C. Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.
D. Update the Markup (%) field on the Renewal Quote.
Explanation:
To enable renewal uplift, set the Renewal Pricing Method to “Uplift” on the Account. Then, enter the uplift percentage on the Contract. This will increase subscription prices by the specified percentage during renewals.
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?
A. Create a new Template Section for each PDF document
B. Create a new Additional Document on the Quote Template for each PDF document.
C. Select the correct Documents Folder from the Documents field on the Quote Template.
D. Reference each PDF Document in Custom Template Content records.
Explanation:
If you want certain existing PDFs (from Documents) to be added to every quote output, use the Additional Document setting on the Quote Template. You can create one entry for each PDF, ensuring they're always attached when the quote document is generated.
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 and Max Options to zero for Maintenance-Set Mm Options to zero and Max Options to two for Support.
B. Set Mm Options for Maintenance to one. Set Min Options to one and Max Options to two for Support.
C. Set Mm Options for Maintenance to one. Set Mm Options to zero and Max Options to two for Support.
D. Set Max Options for Maintenance to one. Set Min Options to one and Max Options to two for Support.
Explanation:
Think of the Min Options field as “how many of this feature the rep is obliged to pick” and Max Options as “the ceiling they may not cross.” If Min Options is left at 0 the bundle can be saved even when the user forgets to choose anything, so Maintenance must have Min Options = 1 to force at least one pick.
Support needs both a floor and a ceiling: the floor stops the user from skipping Support completely, and the ceiling prevents them from choosing a third Support product. Therefore set Min Options = 1 and Max Options = 2 on the Support feature. Leaving Max Options blank (or 0) on Maintenance lets users add more than one maintenance item if they really need to without blocking the save.
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?
A. Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
B. Add the PDF as a required Additional Document on the Quote Template.
C. Upload the PDF into the Documents object folder named Output Attachments.
D. Create an HTML Template Content record for the PDF and include it in a Template Section.
Explanation:
Quote Templates can hold “Additional Documents.” When you mark a document as Required on the template, Salesforce CPQ automatically tacks that file onto every outgoing quote email and onto every generated PDF, no matter which salesperson is sending it.
Reps no longer have to hunt for the file or remember to drag-and-drop it; it is always there, guaranteeing consistency and saving time. Options such as putting the file in the Documents object or creating HTML content won’t attach it, and asking reps to add it manually defeats the purpose of automation. So simply upload the brochure once, mark it required on the template, and every quote carries it from then on.
Universal Costumers wants to give a 23S discount on a specific Product Option purchased in the big Box bundle. In which two ways could the admin configure CPQ to automatically apply this discount?
(Choose 2 answers)
A. Set the Option Discount (%) field on the Product Feature for the bundle.
B. Set the Option Discount (H) field on the Product Option for the bundle.
C. Set Discounted by Package to TRUE on the Product Option for the bundle.
D. Create a Price Rule that application the 25% discount when the product is added as part of the bundle.
Explanation:
The simplest, built-in path is to open the Product Option record that sits inside the Big Box bundle and populate Option Discount (%) = 25. That lone field makes CPQ slash the option’s net price by 25 % whenever it is included.
If you ever need finer control—perhaps the 25 % should apply only under certain conditions such as a minimum quantity—build a Price Rule that fires when the option is present and writes –25 % into the Additional Discount or net price field.
Setting an Option Discount on the Feature would discount every option under that feature, and Discounted by Package only affects partner and distributor discount behavior, so they do not meet the 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?
A. An Order without Order Products is created.
B. A second Order is generated with the remaining Quote Lines.
C. An error is thrown informing the user an order already exists.
D. The existing Order is updated with the remaining Quote Lines.
Explanation:
Clicking Create Order after selecting just some quote lines produces a first Order that contains only those lines; the Quote’s Ordered checkbox is still false. Later, when the team manually checks Ordered, CPQ interprets that action as “finish ordering anything that is still un-ordered.”
Because an Order already exists, CPQ adds the remaining lines to a brand-new second Order rather than altering the one that is already booked. That behaviour preserves historical accuracy—once an Order record exists it is not silently changed behind the scenes. The result is two separate Orders that together cover every quote line, with no errors thrown.
Universal Containers wants to notify its users when approval is required to discourage users from discounting while in the Quote Line Editor. Which type of Product Rule should be used to meet this requirement?
A. Validation
B. Filter
C. Alert
D. Selection
Explanation:
A Product Rule of type Alert is perfect for gentle, real-time coaching in the Quote Line Editor. You define an Error Condition that detects when the overall or line-level discount exceeds the approval threshold and then show a friendly message such as “Heads-up: this discount needs manager approval.”
Alert rules do not block saving (Validation rules do) and they appear instantly while the rep is still editing, which satisfies the request to “discourage users from discounting” before they reach the save button. Filter and Selection rules guide what products appear or are added automatically, so they would not deliver the on-screen warning the business wants.
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)
A. Add Additional Disc. to the Line Editor Field set on the Quote Line object.
B. Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.
C. Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.
D. Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.
Explanation:
Fields only show in the Line Editor if they live in the appropriate Line Editor Field Set.
1. At the Quote header level add Additional Disc. (%) to the Quote object’s field set so reps can knock a percentage off the entire deal.
2. At the Group level add the same field to the Quote Line Group field set so each group can carry its own adjustment.
Adding the non-percentage “Additional Disc.” column (choice A) would expose the absolute currency discount at the line level, not the header or group. The Segmented Line Editor field set (choice D) pertains to advanced segmenting use-cases and is irrelevant here.
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