CPQ-Specialist Salesforce Certified CPQ Specialist (SU24) Question and Answers

Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True.

Remove the Subscription flag from the Product’s Search Filters Field Set.

Remove the Subscription flag from the Product’s Search Results Field Set.

Set the Filter Value on the Add Subscriptions Search Filter to Hidden.

Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.

Create a Filter Product Rule and Product Action with Type set to Optional Filter.

Set the Default field on the Add Products Custom Action to TRUE.

Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.

Configuration Attribute and Product Option

Product Option and Quote Line

Product Option and Quote

Configuration Attribute and Quote

Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule.

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.

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.

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.

Validation

Filter

Alert

Selection

Set the Configuration Type field to Allowed.

Select the Component checkbox on the Product.

Select the Hidden checkbox on the Product.

Set the Asset Conversion field to One per unit.

Product Option

Order Product

Opportunity Product

Quote Line

Create a Summary Variable summing the Quantity field on Asset records for Product A and create a

Price Condition verifying that the Summary Variable is greater than the value 0.

Create a Summary Variable summing the Quantity field of Product A from Quote Lines and create a Price Condition verifying that the Summary Variable is greater than the value 1.

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.

Create a Summary Variable counting the Asset records for Product A and create a Price Condition with the Tested Field value set to Quantity and the Tested Object value set to Asset is greater than the value 0.

An Order without Order Products is created.

A second Order is generated with the remaining Quote Lines.

An error is thrown informing the user an order already exists.

The existing Order is updated with the remaining Quote Lines.

Create a single Template Section, and use the Group Field functionality to ensure appropriate grouping by Product Family.

Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Filter field.

Create a single Template Section, and use the LineSortField special field to ensure appropriate grouping by Product Family.

Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Conditional Print field.

* Regular Unit Price: $108.00

Customer Unit Price: $168.00

Net Unit Price: $156.00

Regular Unit Price: $108.00

Customer Unit Price: $86.40

Net Unit Price: $82.08

Regular Unit Price: $216.00

Customer Unit Price: $172.80

Net Unit Price: $164.16

Custom page security plug-In script

Product Rules of filter type

Price Rules

Custom Action with Search Filter

The user calculates a Quote.

The user selects a Configuration Attribute value for a Product

The user saves the Quote.

The user selects a Product for the Quote.

The Save or Quick Save buttons are clicked.

Override values are subject to Discount Schedule updates made by the Admin.

The Opportunity status has changed to Proposal/price Quote.

The Quote status has changed to Approved.

$1,050.00

$1,725.00

$1,700.00

$1,575.00

Regular Pnce of $150

Regular Price of $75

Regular Price of $200

Regular Price of $100

Contracted Price

Product Option

Segmented Product

Product

The total number of records on the lookup object.

The total number of lookup objects.

The total number of quote lines on the quote.

The total number of fields on the lookup object.

The total number of lookup queries.

Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

Quotes within defined thresholds will be automatically approved.

Quotes with multiple steps in the approval chain go directly to the highest approver required.

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

Set the Sort Order for each of the ten Product records to a numeric value that is greater than any other Product.

Create a Custom Action with Search Filters that targets the Product Selection page to show only the ten Products.

Create a Custom Action that targets the Product Configuration page for a bundle that contains the ten Products.

Create a Global Action to clone a pre-made Quote containing the ten Products, and then refresh prices.

$480.00

$450.00

$500.00

$470.00

Price Rules, Price Conditions, Rental Rates. Lookup Queries, Price Actions

Price Rules, Rental Rates, Lookup Queries, Price Actions, Price Conditions

Rental Rates, Price Rules, Price Conditions, Lookup Queries, Price Actions

Rental Rates. Lookup Queries. Price Rules. Price Conditions, Price Actions

Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.

Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.

Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.

Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.

One or more Price Condition records use a formula that references a non-CPQ object field.

One or more Price Condition records have a lookup to a Summary Variable.

The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.

The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.

Constrained Option

Optional SKU

Constraining Option

Configured SKU

• Subscription Term: 12

• Subscription Type: One-Time

• Subscription Pricing: Fixed Price

• Subscription Term: 1

• Subscription Type: One-Time

• Subscription Pricing: Percent of Total

• Subscription Term: 1

• Subscription Type: Evergreen

• Subscription Pricing: Percent of Total

• Subscription Term: 12

• Subscription Type: Evergreen

• Subscription Pricing: Fixed Price

120, -20, 40

100, -20, 40

100, 80, 120

80, 0, 40

The hardware bundle and component-type Options can be spilt manually.

The hardware bundle and component-type Options can be spilt Into separate Orders without preserving the bundle structure.

The hardware bundle and component-type Options must be placed in the same Order together.

The hardware bundle and component-type Options can be split using the Order By field.

Renewal Model was set to Asset Based at the Account Level.

Product A is an Asset that the customer already owns.

Include Net-New Products in Maintenance must flagged in CPQ Package settings.

The Asset Conversion behavior on the Product must be set to Allow Renewals.

Set tha Option Discount (%) fiald on tha Product Faatura for tha bundla.

Set tha Option Oiscount (H) ftald on tha Product Option for tha bundla.

Set Oiscountad by Packaga to TRUE on tha Product Option for tha bundla.

Create a Price Rule that application the 25% discount whan tha product is addad as part of tha bundla.

The earliest date

The Quote date

The Quote Line date

The latest date

$480, 00

$240, 00

$120, 00

Select the Multiplier checkbox on the Bundle.

Select the Bundled checkbox on the Product Option.

Select Component as the Type field on the Product Option.

Select the Quantity Editable checkbox on the Product Option.

Product A has 'Hidden'' set to TRUE.

Product A has "Component" set to TRUE.

Product A has "Optional" set to TRUE.

Product A has "Exclude From Opportunity" set to TRUE.

Add a Product Rule Error Condition to chack if Evaluation Action = Sava.

Change tha Configuration Attribute field Apply Immadiately to False.

Change tha Product Option fiald Apply Immediately to Trua.

Change tha Product Rule field Evaluation Evant to Sava.

Move the Clone and Delete actions into the Quote Line Editor drawers.

Change the Actions Column Placement in package settings to Left.

Update the Custom Action Location to left.

Set a lower value in the Display Order field in the Custom Action record.

Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.

Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.

Create a Discount Schedule and add it to the Discount Schedule field on Product A.

Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.

Additional Discount Fields

Prorate Multiplier

Contracted Price

Target Customer Amount

Discount Schedules

Set Pricing Method to Fixed Price on the Product record.

Set Non-Discountable to True on the Product record.

Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier.

Set Pricing Method to Block on the Product record.

Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.

Rule D with Evaluation Orcer of 5, and Calculator Evaluation Event of On Calculate

Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate

Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate

Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On Initialization

Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.

Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.

Go to the Product Option record and check if the Default Pricing Table field is set to Standard.

Go to the Product Option record and check if the Price Editable field is False.

Set the Product field Asset Conversion picklist to One per Unit.

Set the CPQ Package setting Renewal Model to Asset Based.

Set the Account field Renewal Model to Asset Based.

Set the Product field Asset Amendment Behavior picklist to Allow Refund.

Use Legacy Calculator

Enable Quick Calculate

Calculate Immediately

The user must have access to the CPQ quote and all related objects.

The user that authorizes the calculation service is a non-human admin user.

The users role should be placed at the top of the Role Hierarchy.

The user that authorizes the calculation service has API Only enabled.

Add a Search Filter to the add Products Custom Action to filter Products based on the current user.

Create a single Price Book with all Products. Share the Price Book with all users.

Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.

Use Product rules to hide Products from some sales reps.

Set up a Lookup Price Rule referencing a custom object.

Create a Feature level Configuration Attribute.

Set the Configuration Attribute with Apply to Product Options to True.

Create a bundle level Configuration Attribute.

Create a new Custom Action that is filtered to show only Professional Services Products.

Create a Dynamic Feature for Professional Services Products.

Create a nested bundle that contains all Professional Services Products.

Create a Filter Product Rule with a Product Action filtering for Professional Services Products.

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

Create three Price Books, one for each currency (USD, EUR, GBP),

Create three Price Books, one for each region (America, Asia Pacific, Europe).

Create four Price Books, one for each unique currency and region (America - USD, Asia Pacific -

USD, Europe - EUR, Europe - GBP). Create two Price Books: one for standard USD, EUR, and GBP prices, and one for USD in Asia

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.

Create a Process Builder to update the Product Option field that is used for the Configuration

Attribute value. Set the process to trigger upon new record creation.

Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.

Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.

One Price Condition verifying that the SBQQ__ProductName__c field on the Product Option object is equal to “Product A”.

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10.

One Price Action to inject the value 50 into Unit Price field.

One Price Condition using a Summary Variable counting Product A to verify that Product A is selected.

One Price Action to inject the value 10 into the Quantity field.

One Price Action to inject the value 50 into the Unit Price field.

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10

One Price Action to inject the value 10 into the Quantity field.

One Price Action to inject the value 50 into the Unit Price field.

One Price Condition using a Summary Variable counting Product A to verify that Product A is selected

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10

One Price Action to inject the value 50 into the Unit Price field.

A Product Rule is preventing the Additional Discount from being edited.

The Non Discountable field is marked True on the Product record for the Quote Line.

Additional Discount is a locked field on amendment Quotes.

The org is using legacy amendment and renewal service.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the Selected field to True.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the System field to True.

Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.

Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.

On both Product Option records, set the Required field to True.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the Bundled field to True.