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

Create a trigger to update the Process Inputs Region field on the Quote."

Create a trigger to update the Process Inputs Region field on the Quote Process.

Create a workflow rule to update the Quote Process ID field on the Quote Line Group

Create a workflow rule to update the Quote Process ID field on the Quote

Create three products to represent the setup fee, the installation fee and the monthly fee each with a monthly price dimension, and combine them into a bundle.

Create a single product with three monthly price dimensions

Create a single product with two one-time price dimensions and one monthly price dimension.

Create a single product with two monthly price dimensions and one one-time price dimension.

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.

A Workflow Rule, with conditions that check the Quote field values, and a Field Update to Update the Quote Lines.

Process Builder, with conditions that check the Quote field values, and the native functionality to update related records.

A Custom Trigger on the Quote object, with a query to obtain all related Quote Lines, and an update operation after changing the field.

A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines.

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.

Set Order Product Date to Today when the record is created using Process Builder.

Set package Default Order Start Date to Today.

Set Contracting Method on the Order to single Contract.

Set package Contracting Method to Single Contract.

{!Text.VariableName}

{$Data.VariableName}

{!Data.VariableName}

{$Text.VariableName}

Price Rule

Summary Variable

Contracted Price

Separate Sub-account

An Error Condition should be set up to compare the static value, “Minimum,” against the Configuration Attribute. A Product Action, using the Filter Field, should be used to hide the Products.

An Error Condition should be set up to compare the static value, “Minimum,” against the Configuration Attribute. A Product Action should be set up for each Product that needs to be hidden.

Two Error Conditions should be defined: one to check the Product Family value on the Product Option record, and one to check the Configuration Attribute. No Actions are Required.

An Error Condition should be set up to check the Product Family value on the Product Option record A Product Action, using the Filter Field, should be used to hide the Products.

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

In the Show Currencies Field in the Line Items Template Section.

In the Conditional Print Field of a Template Section for only price Line Columns.

In the Conditional Print Field for each price Line Column

In the Hide Line Currencies Field in the Quote Template.

Select the Allow Non-Consecutive Custom Segments checkbox on the Price Dimension object.

Select the Allow Non-Consecutive Custom Segments checkbox on the Product object.

Select the Allow Non-Consecutive Custom Segments checkbox on the salesforce CPQ package settings.

None of the above: all custom segments must be consecutive.

Select the Required checkbox on the Product Options.

Select the Selected checkbox on the Product Options.

Set the Unit Price on the Product Options to be $0."

Select the Bundled checkbox on the Product Options.

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.

One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.

Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each.

One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.

Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.

The Quote’s Status field is equal to Approved.

The Watermark Shown Quote field is unchecked.

The Opportunity’s Stage field is equal to Closed/Won.

The image file type is PNG.

Set the Percent of Total Scope field on the Product Option record to a value of Components.

Set the Percent of Total Scope field on the Product Option record to a value of Package.

Set the Percent of Total Category field on each Product in the bundle to the same value.

Set the Percent of Total Scope field on the Product Option record to a value of Group.

Quote Line fields

Summary Variables

Quote fields

Product fields

Subtotal for {Product2.Family}

Subtotal for Family

Subtotal for {!Product2.Family}

Subtotal for {0},

Quote Line

Quote

Opportunity

Template

$480.00

$450.00

$500.00

$470.00

SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c

SBQQ__Product__r.Name

SBQQ__Feature__r.SBQQ__Number__c

$User.FirstName

Wrap the image in a span tag and resize using CSS.

Add HTML height and width attributes in the img tag."

Resize in an image editor outside of Salesforce.

Use inline CSS height and width properties in the img tag.

Summary Variables

Lookup tables

Quote Templates

Amendments

Create a formula field on quote Line, SBQQ_Group_r. Distributor_r.Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals the newly created formula field. Add a Price Action to the price Rule Where. Source Field equals the newly created formula field.

Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule Where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c.

Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Source Field equals Discount_Level_c.

Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c.

True

False

1

0

Evaluation Scope = Calculator

Calculator Evaluation Event = Save

Evaluation Scope = Configurator

Configurator Evaluation Event = Edit

Evaluation Scope = Calculator

Calculator Evaluation Event = Edit

Evaluation Scope = Configurator

Configurator Evaluation Event = Save

Delete the Product so it is unavailable for new business Quotes.

Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product lookup.

Create an end-of-life checkbox on the Product, then create a Search Filter to exclude any Product marked end-of-life from Product Selection.

Deactivate the Product since CPQ allows inactive Products to be renewed.

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.

{Iquote.SBQQ__ExpirationDate__c}

IQuote__r. Expiration Date__c

[SBQQ__ExpirationDate__c]

{SBQQ__ExpirationDate__c}

One discount schedule with five discount tiers

Five block price records

Two block price records and one discount schedule with three discount tiers

Five block price records and one discount schedule with five discount tiers

Configuration Attributes not configured for renewals; check Preserve for Renewals on Configuration Attribute records.

Preserve Bundle Structure not set up on Contract object; create a workflow rule to automatically set to true.

Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line.

Field mapping not set up; create field on Quote Line with the same API name as the field in the configuration attribute.

True

False