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

Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.

Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December 1 of this year.

Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.

Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.

Create a Price Condition against a Quote Line field that contains a value that is unique to the product selected.

Create an Error Condition against a Quote Line field that contains a value that is unique to the product selected.

Fill in the Product field on the Price Rule with the Product.

Fill in the Lookup Object field on the Price Rule with the Product.

Contracted Price

Product Option

Segmented Product

Product

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.

Asset and Order Product

Order Product

Asset and Opportunity Product

Asset

Sales reps can replace the text, but are unable to leave the required field blank.

Sales reps can change the operator from “starts with” to “contains”.

Sales reps can see the filter, but are unable to alter the filter text.

Sales reps can delete the text to ignore the filter.

Ensure that Apply Immediately has been set to TRUE.

Ensure that the Default Object field is set to Quote Line.

Ensure that Apply to Product Options has been set to TRUE.

Ensure that the Configuration Attribute's Feature field is set to Null.

Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.

Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked.

Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklist

for the Additional Discount Line Column.

Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c and

display it in the Quote Line Editor.

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.

Edit the Unit Price field on the Quote Line object and set the precision to 3.

Set the Unit Price Scale to 3 in the Pricing and Calculation Package Settings.

Set the Unit Price Scale field to 3 on the tiny boxes Product record.

Use a Price Rule that sets the Net Unit Price to $0,005 when the product is added to a Quote.

Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.

Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.

Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.

Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add

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.

Set Next Automated Approver Determined By to Manager on the Approval Process.

Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.

Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.

Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.

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.

The fields that trigger a calculation event to occur.

The fields that appear in the Quote Line Drawer.

The Quote Line fields that are visible.

The Quote fields that may be edited.

Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0.

The Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings.

The Price Book Entry of the Product has been set to Inactive.

The Exclude from Opportunity checkbox on the Product has been set to TRUE.

Create a Price Book Entry of $100 for the product

Set the Price Book Entry custom field Percent_of _Total_Target_c to $100.

Set the product’s Percent of Total Constraint field to List price is minimum.

Create a Price Book Entry of $0 for the product.

Add the Cost to the Product's Price Book Entry Cost field. ^

Use a Price Rule to set the Cost field on the Quote Line.

A Create a Cost record in the Product's Costs related list.

Add a Cost Discount Schedule to the Products Discount Schedule related list.

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.

Some Products we missing Rice Book Entries.

Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-

Q Validation Rules on the Opportunity Product silently fail.

D, Only Products with a price greater than zero sync to the Opportunity,

Exclude fror Opportunity is checked on die Product record.

Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.

Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.

Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.

A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.

Renewal Quote Line values are automatically mapped from original Quote Lines.

A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.

A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.

Associate an Order with the correct Price Book to the Contract before ranewing.

Popuiata the Ranewal Pricebook ID field on the Contract.

Populate the Opportunity or Quota Price Book Id field on tha Contract.

Build Automation to automatically populate the correct Price Book on tha Renewal Quote.

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.

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.

Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount checkbox.

Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, and then select the Use Price for Amount checkbox.

Set the Discount Unit to Amount, create a custom Override_Amount, _c field on the Edit Tiers page, select the User Defined checkbox, and then choose All from the Override Behavior picklist.

Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, and then select the User Defined checkbox.

An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product.

An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software.

An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products.

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.

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.

Create a formula field that leverages the IMAGE function.

Create an integration between the CMS and Salesforce.

Create a Rich-Text Area field and store the image value.

Create a Hyperlink field that storms the URL of the image.

$50

$225

$273

$23

$17.50

$25.00

$37.50

$5.00

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.

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.

The Hidden checkbox on the Product record is set to TRUE.

The Add Products button has a Custom Action Condition associated to it.

The Component checkbox on the Product record is set to TRUE.

The Add Products button has a Search Filter associated to it.

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

Asset Conversion: One Per Line

Subscription Type: One-Time

Asset Conversion: One Per Unit

Subscription Price: List Price

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.

Order

Quote Document

Contracted Price

Contract

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.

Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecast

checkbox to TRUE an the Contract record.

On the Subscription record, change the Product Lookup to refer to the new version of the Product.

Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,

Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.

Set Ignore Parent Contracted Prices to true on the parent contracted price.

Create a new contracted price for Product A on the business unit account with a price of $300.

Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.

Set Ignore Parent Contracted Prices to true on the business unit account record.

Configuration Attributes.

Product Options.

Product Features.

Option constraints.

Add a partner to the Partner on the Quote record.

Create a Contracted Price record related to an Account record.

Populate the Generate Contracted Price field on a Quote record.

Generate a Contracted Price via the Contracted checkbox on the Quote record

$480, 00

$240, 00

$120, 00

Pricing Method set to Percent of Total and Subscription Pricing blank

Pricing Method set to Custom and Subscription Pricing set to Custom"

Pricing Method set to Percent of Total and Subscription Pricing set to Custom

Pricing Method set to List and Subscription Pricing set to Percent of Total

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $540,000

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $36,000

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 1

• Product B Net Total = $360,000

The earliest date

The Quote date

The Quote Line date

The latest date

Automate setting the Renewal Forecast checkbox on the current Contract upon creation.

Automate renewal forecasting with a Lightning Quick Action on the Opportunity.

Automate setting the Renewal Quoted checkbox on the current Contract upon creation.

Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.

None

Configurable

Allowed

Disabled

Required

Option Constrain Group should be populated.

Check Prior purchases should be set to False.

type should be dependency.

The Active checkbox should be set to True.

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.

Enable Product Option Drawer

Preserve Bundle Structure

Visualize Product Hierarchy

Keep Bundle Together

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.