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

Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel.

Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.

Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel.

Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.

Product Option

Order Product

Opportunity Product

Quote Line

Set the Conditional Print Field on the Line Column record.

Include Monthly Price in the Quote Line Editor Field set.

Create a custom formula Indicating if the Payment Terms are Net 30.

Create an additional Line Items section without the Monthly Price field.

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 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.

Set Apply Immediately to True on Product Option record for Product A.

Set System field to True on Product Option record for Product B.

Set System field to True on Product Option record for Product A.

Set Apply Immediately to True on Product Option record for Product B.

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.

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

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 package.

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

Set Asset Amendment Behavior to Allow Refund for the Product and set a negative Quantity on the Amendment Quote.

Set Asset Amendment Behavior to Allow Refund for the Product and reduce the Quantity on the Amendment Quote.

Edit the Quantity field on the Asset record to reflect the updated Quantity.

Edit the Effective Quantity field on the Asset record to reflect the updated Quantity.

Any group member may approve.

Smart Approvals can exclude group members below the approval threshold.

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

All group members most approve.

Additional Discount Fields

Prorate Multiplier

Contracted Price

Target Customer Amount

Discount Schedules

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.

Validation

Filter

Alert

Selection

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.

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.

120, -20, 40

100, -20, 40

100, 80, 120

80, 0, 40

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.

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 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 Option Selection Method to Add on the Product Features.

Change Enable Large Configuration to True on the bundle Product.

Set System to True on the Product Options to be excluded from the Configurator.

Group the Product Features of the bundle into tabs using the Category field.

Change Option Layout to Tabs on the bundle Product.

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.

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

Core Salesforce Quote object

CPQ Quote Line object

Opportunity object

CPQ Quote object

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.

The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules.

Revoke the Advanced Calculator and re-authorize the Calculation Service.

Rename the custom field label, then recreate the Price Action to reference the new field label.

Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.

Use Legacy Calculator

Enable Quick Calculate

Calculate Immediately

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.

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.

• USD: Product is unavailable In Product Selection

• GBP: Product is unavailable In Product Selection

• EUR: Product is unavailable in Product Selection

• USD: Added to Quote at Pricebook Entry's Ust Price

• GBP: Added to Quote with 0 List Price

• EUR: Added to Quote at Pricebook Entry's List Price

• USD: Added to Quote at Pricebook Entry's List Price

• GBP: Product is unavailable in Product Selection

• EUR: Added to Quote at Pricebook Entry's List Price

• USD: Error presented to User in Product Selection

• GBP: Error presented to User In Product Selection

• EUR: Error presented to User in Product Selection

Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user's profile.

Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user's profile.

Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.

Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.

The earliest date

The Quote date

The Quote Line date

The latest date

The Hide Group Subtotals Field on the Quote Template

The Hide Totals Field on the Quote Template

The Conditional Print Field for each price Line Column

The Conditional Print Field of a Template Section for only price Line Columns

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.

A twin field must be created on the Quote object.

A twin field must be created on the Product Option object.

A twin field must be created on the Product object.

A twin filed must be created on the Quote Line object.

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

$1,050.00

$1,725.00

$1,700.00

$1,575.00

120, -20, 40

100, -20, 40

100, 80, 120

80, 0, 40

Enable Product Option Drawer

Preserve Bundle Structure

Visualize Product Hierarchy

Keep Bundle Together

Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions.

Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets.

Create a Twin Field of the Square Footage field on the Quote Line object.

Create a Twin Field of the Square Footage field on the Asset and Subscription objects.

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.

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.

Modified By field on the user^s Quote was last modified before the new Quote Template was implemented.

Bundles on Quote A contain a Configuration Attribute designating location.

There are Quote Line Groups related to Quote A.

Template Section with Template Content of Line Items type has a value in Group 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.

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

Separate Quotes must be created for each unique Start Date.

Set both the Order by Quote Line Group and Ordered checkboxes to True.

Change Default Order Start Date in CPQ Package settings to Quote Start Date.

Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.

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

Select the Hidden for any Product that is a Product Option for the bundles.

Select the Selectbox on each product option and mark the Product inactive.

Select the bundle on each Product option and mark the Product inactive

Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.

Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the

multiplier and apply it to the custom List Unit Price field on the Quote Line.

Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.

Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.

Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.

The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.

The sales rep should create a Quote without an end date or a subscription term associated with it.

The value Evergreen should be put into the Subscription Type field on the Product.

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.

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.

None

Configurable

Allowed

Disabled

Required

Set the Allow Cutput Format Change checkbox an the Quote Template.

Set the Allow Qutput Format Change checkbox on each user in User Settings.

Create a second Quote Template in Microsoft Word format.

Create duplicate Template Sections in Microsoft Ward format.

Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product B.

A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B have both been selected. If so, a Product Action will remove Product B.

A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.

A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.