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

Update the Markup (%) field on the Renewal Quote.

Change the Renewal Pricing Method to Same on the Account.

Select the Combine Subscription Quantities checkbox on the Contract record related to the Account.

Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.

1 OR (2 AND 3)

(1 AND 2) OR 3

1 AND 2 OR 3

(1 AND 3) OR 2

Product

Product Option

Contracted Price

Segmented Product

The Revised Quantity has been set on the Subscription record.

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

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

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

Change the Subscription Prorate Precision in package settings to “Month + Day.”

Change the Default Subscription Term on the Quote Line to produce expected proration.

Change the Subscription Term Unit in package settings from Month to Day.

Change the Prorate Calculation field in package settings from Month to Day.

True

False

The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.

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.

The referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically.

The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it’s evaluated.

Change the configuration attribute field Apply Immediately to False.

Change the product rule field Evaluation Event to Save.

Change the product option field Apply Immediately to True.

Add a product rule Condition to check if Evaluation Action = Save.

The User must press Refresh Prices to see the effect.

The quote line for this product has Non Discountable checked.

The contracted price is only applied when adding a product.

The User must set Allow Contracted Prices on their quote.

Set the Product’s Sort Order as the only null Sort Order of any Product.

Set the Sort Order as the lowest numerical value of any Product’s Sort Order.

Set the Product Code as the first alphabetically of any Product’s Product Code.

Set the Product’s Product Code as the only null Product Code of any Product.

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 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.

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.

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.

Reference each PDF Document in Custom Template Content records."

Select the correct Documents Folder from the Documents field on the Quote Template

Create a new Additional Document on the Quote Template for each PDF document

Create a new Template Section for each PDF document.

Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.

Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object.

Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.

Create a custom Page Layout and add the custom Contract Name field to the layout.

Range

Markup

Slab

Block

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

Select the Component checkbox on any Product that is a Product Option for the bundle.

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

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

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.

All group members must approve.

Any group member may approve.

Approval must be obtained from one group member at a time.

Smart Approvals can exclude group members below the approval threshold.

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

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

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

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

Price Rule

Summary Variable

Contracted Price

Separate Sub-account

Additional Discount Fields

Prorate Multiplier

Contracted Price

Target Customer Amount

Discount Schedules

Quote Line fields

Summary Variables

Quote fields

Product fields

Change quantities of existing Products; apply different discounts than original Quote

Change quantities of existing Products; maintain same discounts as original Quote

Add new Products; co-terminate to existing Contract

Add new products; use different End Date from existing Contract

Update the EditLinesFieldSetName formula to return “Process” in the returned comma-separated stream.

Edit the “Line Editor” field set on the Quote Line object and drag in the “Process” field.

Edit the “Quote Line Layout” page and drag the Process field into the “Line Editor” section.

Add the “Process” field to the “Line Columns” multi-select picklist on the Salesforce CPQ Installed Package settings.

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

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

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

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.

True

False

Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.

Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.

Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.

Set the Product Family picklist on the Standard Warranty product’s Product record to Services.

Check “Apply to Product Options” on the existing Configuration Attribute, then make Product B an option of Product A.

Create a second Configuration Attribute on Product B, no further administration required.

Create a second Configured Product record for Product B on the existing Configuration Attribute.

Create a second Product Option field with identical values, then create a second Configuration Attribute on Product B.

Prices

Prorating

Co-terminating contracts

Renewal quote opportunity status

API name of the field in the Tested field.

Salesforce ID of the Error Condition record.

Value of the Index field.

Value of the Condition # field.

The Summary Fields field set

The Totals Field package setting

The Segmented Summary Fields field set

The Line Subtotals Total field package setting

Create a bundle with a Configuration Attribute.

Create multiple bundles with validation Product Rules.

Create a Hidden Filter in Product Selection based on Profile.

Create a Filter Product Rule.

Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.

Set the Configuration Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.

Set the Configuration Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.

Set the Configuration Type field of the bundle to a value of Disabled and the Configuration Event field to a value of Always.

A Price Rule with the Calculation Event of On Initialization to update the picklist field

A Process Builder on the Quote Line to update the picklist field

A Workflow Rule and field update on the Quote Line to update the picklist field

A Price Rule with the Calculation Event of After Calculate to update the picklist field