Set 6 Done

Return To Review
Chart
Pie chart with 3 slices.
View as data table, Chart
RightWrongSkippedHighcharts.com



End of interactive chart.
Attempt: 61 PASS!
100% correct (61/61)
Knowledge Area
Q.1.
Zephyrus Relocation Services (ZRS) has a Quote that contains a Quote Line associated with an Asset Product in addition to another Quote Line.
Which property must be present on the additional Quote Line to create a Subscribed Asset at the time of Contract generation?
Answered Right
Ask Instructor
1.
Pricing Method Equals Percent of Total.
2.
Bundled equals True.
3.
Subscription Pricing equals Percent Of Total.
(Correct Answer)(Selected Answer)
4.
Package equals True.
Under Product observe below:
References:
https://help.salesforce.com/s/articleView?id=sf.cpq_percent_of_total.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cpq_manage_subs_assets_overview.htm&type=5
To Set up CPQ on Trailhead:

https://trailhead.salesforce.com/en/promo/orgs/cpqtrails
https://trailhead.salesforce.com/content/learn/projects/extra-mile-salesforce-cpq-configuration/
get-started-with-configuration-extra-mile
To Set up CPQ on Sandbox or Production:
https://steelbrick2.force.com/apex/installPremium
-> Package Installation Links -> Salesforce CPQ -> Choose latest release -> Select Production or
Sandbox as per requirement.
Q.2.
In what way does Smart Approvals expedite the approval process?
Answered Right
Ask Instructor
1.
Approving a Quote will auto-approve any lesser-discount Quotes related to the same Opportunity.
2.
Quotes within defined thresholds will be automatically approved.
3.
Quotes with multiple steps in the approval chain go directly to the highest approver required.
4.
Rejected Quotes that are resubmitted within previously approved values go directly to the person who rejected them.
Smart Approvals control whether users who already approved a request need to approve that
request again during the approval resubmission process.
References:
https://help.salesforce.com/s/articleView?id=sf.cpq_smart_approvals.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/advanced-approvals-for-sales-reps-
and-approval-managers/manage-resubmissions-and-understand-smart-approvals

Q.3.
An admin at Bloomington Caregivers (BC) has observed that the value in the Quantity field on an Opportunity Product is different from the value in the
Quantity field on its associated Quote Line.
Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be different?
Choose 2 answers.
Answered Right
Ask Instructor
1.
There is a Price Rule that changes the Quote Line’s Quantity on the After Calculate event.
2.
The Quote Line is on an amendment Quote and has a different Quantity from its original Quote Line.
3.
The Quote Line’s Product has Asset Conversion set to One Per Unit.
4.
The Quote Line’s Product has Pricing Method set to Block.
References:
https://help.salesforce.com/s/articleView?id=sf.cpq_effective_quantity.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cpq_price_rules_intro.htm&type=5

Q.4.
When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for each downloadable Product sold.
How should the admin meet the business requirements?
Answered Right
Ask Instructor
1.
Set Asset Conversion for each downloadable Product to null.
2.
Set Asset Conversion for each downloadable Product to a custom value.
3.
Set Asset Conversion for each downloadable Product to One per unit.
4.
Set Asset Conversion for each downloadable Product to One per Quote Line.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_asset_conversion_guidelines.htm&type=5

Q.5.
The admin at Ursa Major Solar (UMS) wants to add some Maintenance and some Support products to the parent bundle. Maintenance and Support
products should display in separate sections during configuration, with the Support products displaying above the Maintenance products.
How should the admin set up the bundle to meet both requirements?
Answered Right
Ask Instructor
1.
Create two Product Features: Maintenance and Support. The Support Feature should have a lower value in the Number field.
2.
Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.
3.
Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.
4.
Create two Product Options, Maintenance and Support. The Support option should have a lower value in the "Number" field.
A product feature is a functionality through which we can segregate the products in the below
kind of segmentation.
In this scenario, we need to configure Maintenance and Support products to the parent bundle.
The Number field sets the display order of the features, the feature with the lowest number
coming first on the list.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_feature_guidelines.htm&type=5

Q.6.
Universal Containers requires a subset of Products to be viewed based on a button on the Quote Line Editor.
Which Salesforce CPQ functionality will satisfy this requirement?
Answered Right
Ask Instructor
1.
Custom Action with Search Filter.
2.
Product Rules of filter type.
3.
Custom page security plug-in script.
4.
Price Rules.
The below-mentioned buttons are called Custom Actions.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_custom_actions.htm&type=5

Q.7.
Cloud Kicks (CK) sells a bundle Product that contains many Features and Options. Users report that the bundle is difficult to configure due to a significant
amount of scrolling to find the desired Features and Options.
What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration?
Choose 3 answers.
Answered Right
Ask Instructor
1.
Set System to True on the Product Options to be excluded from the Configurator.
2.
Set Option Selection Method to Add on the Product Features.
3.
Group the Product Features of the bundle into tabs using the Category field.
4.
Change Option Layout to Tabs on the bundle Product.
5.
Change Enable Large Configuration to True on the bundle Product.
Let us analyze the significance of each of the options.
1) Group the Product Features of the bundle into tabs using the Category field.
With the Category field, we can group several features under a single tab in the configuration,
achieving another level of organization within bundles.
Hence, this is one correct answer option. It will reduce the scrolling.
2) Change Option Layout to Tabs on the bundle Product.

On the Bundle product, there is an option/field called "Option Layout".
If we select it as Tabs it will be visible like the below.
3) Set Option Selection Method to Add on the Product Features.

If you click on the Add Options then it will show the rest of the products otherwise it will not
show any options.
4) Change Enable Large Configuration to True on the bundle Product.
Over here there is no complaint about hitting the governor limit. The scenario mentions that it is
difficult to configure due to lot of scrolling.
So, this option is not correct.
5) Set System to True on the Product Options to be excluded from the Configurator.
We definitely don't want to take away access from sales users.
So, this option is incorrect.

Q.8.
Northern Trail Outfitters (NTO) allows clients to negotiate a discount for Product A until a specified date upon Contract activation.
Which three fields on the Contracted Price record should be configured to satisfy this requirement?
Choose 3 answers.
Answered Right
Ask Instructor
1.
Product.
2.
Contract.
3.
Expiration Date.
4.
Discount.
5.
Effective Date.
First, let us understand the Contracted Price.

Let's suppose a sales rep has negotiated with a client a special price for certain products: $275.00
for a tablet instead of $350.00, and a 7% discount on all products in the Consumable product
family.
There are several options to solve this task. Either you create a separate price book for this client
account, but this is not the best solution because it requires a lot of effort to maintain. Or the
sales rep could enter the corrected prices manually. This doesn't qualify as good practice either
because the error probability is quite high. Finally, our preferred method is to use the Contracted
Pricing tool, which allows creating records related to accounts for pricing exceptions.
Contracted prices allow you to negotiate a price for a product and then use that price on future
quotes within the same account. Your page layout and field-level security settings determine
which fields are visible and editable on contracted price records.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_contracted_price_fields.htm&type=5

Q.9.
At Bloomington Caregivers (BC), the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates,
because there can be gaps between anticipated versus actual start dates.
At the same time, the Account Management team wants to ensure that all items from one order appears on one contract.
What are two ways the CPQ specialist can meet these requirements?
Choose 2 answers.
Answered Right
Ask Instructor
1.
Set Order Product Date to Today when the record is created using Process Builder.
2.
Set package Default Order Start Date to Today.
3.
Set Contracting Method on the Order to single Contract.
4.
Set Quote Contracting Method to By Subscription End Date.
References:
https://help.salesforce.com/s/articleView?id=sf.cpq_order_date_logic.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cpq_order_contracting_methods.htm&type=5

Q.10.
Cloud Kicks (CK) has created a Discount Schedule with the Override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this
Product to a Quote, manually changes the discount percent of a Discount tier, and saves the Quote.
At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the admin may make to the
original Discount Schedule?
Answered Right
Ask Instructor
1.
The Save or Quick Save buttons are clicked.
2.
The Quote status has changed to Approved.
3.
Override values are subject to Discount Schedule updates made by the admin.
4.
The Opportunity status has changed to Proposal/Price Quote.
Let us understand what a Discount Schedule is.

Quite often businesses want to create volume discounts based on quantity or terms for their quote
lines in order to provide an incentive for their clients. In order to do this, you should use discount
schedules and first of all set the quantity or term ranges in tiers of percentages or amounts of
currency.
It could be of two types:

Volume-based Discount Schedules: when discounts are based on quantity.
Term Discount Schedules: when discounts are based on a number of months.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/discounting-tools-in-salesforce-cpq/
override-volume-based-discounts

Q.11.
No More Homelessness (NMH) must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into
Orders after generation based on the Start Dates.
How can a CPQ specialist meet this business requirement?
Answered Right
Ask Instructor
1.
Separate Quotes must be created for each unique Start Date.
2.
Set the Order By picklist on the Quote to SBQQ_StartDate_c, and the Ordered checkbox to True.
3.
Change Default Order Start Date in CPQ Package settings to Quote Start Date.
4.
Set both Order by Quote Line Group and Ordered checkboxes to True.
I am a little confused between the answer options
"Set the Order By picklist on the Quote to SBQQ_StartDate_c, and the Ordered checkbox to
True."
and
"Set both Order by Quote Line Group and Ordered checkboxes to True."
I believe the first answer is more valid because here Quote lines need to be separated/grouped by
Start Date.
That can be achieved through Order By picklist on the Quote to SBQQ_StartDate_c.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/salesforce-cpq-order-generation/
generate-your-first-order

Q.12.
An admin to map Configuration Attribute values to Quote Lines that are for parent bundle products only. The fields are set up to correctly map between
Quote and Product Options.
Which setup will ensure this condition is met?
Answered Right
Ask Instructor
1.
On the child options, Apply Immediately is False and Apply Immediately Context is Always.
2.
On the configuration Attribute, Apply to Product Option is False.
3.
On the configuration Attribute, Auto-Select is False.
4.
On the bundled parent, Apply to Product Options is False.
Configuration Attribute is a feature that enables users to input a value directly in the
configuration page of a bundle. This makes life a lot easier - instead of keeping separate SKUs
for all possible combinations of sizes and colors a company could have for its products, the sales
reps can specify these during configuration. Configuration Attributes act like a vehicle or an
interface that holds the values for the picklist fields created on the product options. Most often,
Configuration Attributes are picklist fields.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_config_attribute_guidelines.htm&type=5

Q.13.
Northern Trail Outfitters (NTO) sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as-is
but want the ability to change the configuration if desired.
What should the admin do to meet this requirement?
Answered Right
Ask Instructor
1.
Set the Configuration, Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Add.
2.
Set the Configuration, Type field of the bundle to a value of Required and the Configuration Event field to a value of Always.
3.
Set the Configuration, Type field of the bundle to a value of Allowed and the Configuration Event field to a value of Edit.
4.
Set the Configuration, Type field of the bundle to a value of disabled and the Configuration Event field to a value of Always.
First of all Configuration type has to be Allowed.

Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_bundle_config_fields.htm&type=5
Q.14.
Given a customer’s tiered pricing model, an admin wants to allow users to define Discount Tiers and use those values as the Regular Price instead of an
Amount deducted from the List Price.
How should the admin configure the Discount Schedule to meet this requirement?
Answered Right
Ask Instructor
1.
Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount checkbox.
2.
Set the Discount Unit to Amount, create a custom Override_Amout_c field on the Edit Tiers page, select the User Defined Checkbox, and Then choose All
from the Override Behavior picklist.
3.
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.
4.
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.
The correct answer would be "Set the Discount Unit to Amount, choose All from the
Override Behavior picklist, and then select the Use Price for Amount checkbox."
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_discount_schedules.htm&type=5

Q.15.
Cloud Kicks (CK) has a single Price Book for several currencies. The admin is creating a Primary Quote from an Opportunity and notices the Quote
inherits the Price Book from the Opportunity.
Which Products will be available within the Product Selection page?
Answered Right
Ask Instructor
1.
All Products with Price Book Entries in all Active Currencies.
2.
All Products with Price Book Entries when Dated Exchange Rates are enabled.
3.
All Products with Price Book Entries with a positive Price.
4.
All Products with Price Book Entries in the Opportunity/Quote Currency.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_multicurrency_cpq.htm&type=5

Q.16.
Zephyrus Relocation Services (ZRS) has come to an agreement for future pricing with a specific customer. The agreement is for special volume-based,
tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
Answered Right
Ask Instructor
1.
Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
2.
Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.
3.
Create a Discount Schedule and add it to the Discount Schedule field on Product A.
4.
Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.
The answer is straightforward.

The discount schedule is used to create volume discounts based on quantity or terms for your
quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency.
Quite often businesses want to create volume discounts based on quantity or terms for their quote
lines in order to provide an incentive for their clients. In order to do this, you should use discount
schedules and first of all set the quantity or term ranges in tiers of percentages or amounts of
currency.
There are two types of Discount Schedules:
Volume-based Discount Schedules
Term Discount Schedules
We need to create a Discount Schedule. Navigate to the Account to which we want to apply it.
Account record -> Related lists -> Contracted Price -> In the Discounted Scheduled field choose
the earlier created Discount Schedule.
Hence, "Create a Discount Schedule and add it to a Contracted Price record for Product A
from the customer’s Account." is the correct choice of answer.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/pricing-methods-for-salesforce-cpq/
create-account-based-contracted-pricing

Q.17.
What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step?
Choose 2 answers.
Answered Right
Ask Instructor
1.
Smart Approvals can exclude group members below the approval threshold.
2.
Approval must be obtained from one group member at a time.
3.
All group members must approve.
4.
Any group member may approve.
References:
https://help.salesforce.com/s/articleView?id=sf.cpq_advanced_approvals.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cpq_aa_approvers.htm&type=5
Q.18.
Universal Containers has a bundle that has a set price regardless of the number of Product Options that are included in the bundle. Any of the Product
Options selected must show on the Quote Line Editor with:
: A List Price of included.
: A Net Price of $0, because it is included with the price of the bundle.
How should the admin set up the bundle to meet this requirement?
Answered Right
Ask Instructor
1.
Select the Required checkbox on the Product Options.
2.
Select the Selected checkbox on the Product Options.
3.
Set the Unit Price on the Product Options to be $0.
4.
Select the Bundled checkbox on the Product Options.
This scenario talks about a checkbox of the production option. "Bundled".

Go to product tab and open any bundled product -> open product options related list and add any
product to it. Observe the below.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_product_option_fields.htm&type=5

Q.19.
Zephyrus Relocation Services (ZRS) has a customer account with specific pricing.
Which two individual actions could the admin take to set up a Contracted Price for this customer?
Choose 2 answers.
Answered Right
Ask Instructor
1.
Generate a Contracted Price via Contracted checkbox on the Quote record.
2.
Create a Contracted Price record related to an Account record.
3.
Add a Partner to the Partner field on the Quote record.
4.
Populate the Generate Contracted Price field on a Quote record.
The ask of the scenario is simple.

We have a customer account with specific pricing. We can create a contracted price in two ways.
Either from the Quote record or from the Quote line as mentioned below. (First two
screenshots)
And post that we need to make sure that we have assigned that under Account's "Contracted
Price" related list. (The last screenshot)
Q.20.
The Products sold by Bloomington Caregivers (BC) have a Product Family of Hardware or Software. Each Quote should only contain one of the Product
Families. At the time of Quote creation, the sale rep is required to populate a custom picklist with the API name Family_c with values of Hardware or
Software.
If the sales rep selects Hardware for the Family_c field, the rep should only be able to add Products with the Product Family of Hardware to the Quote. The
same premise applies for the value Software for the Family_c field.
How should the admin meet this requirement?
Answered Right
Ask Instructor
1.
Create a Custom Action Condition related to the Add Products Custom Action where:
* Target Object is Quote
* Field is Family_c
* Filter value is Product Family
2.
Create a Custom Action Condition related to the Add Products Custom Action where:
* Target Object is Product
* Field is Product Family
* Filter Value is Family_c
3.
Create a Search Filter related to the Add Products Custom Action Where:
* Target Object is Quote
* Target Field is Family_c
* Operator is Equals
* Filter Source Object is Product
* Filter Source Field is Product Family
* Hidden is True
4.
Create a Search Filter related to the Add Products Custom Action where:
* Target Object is Product
* Target Field is Product Family
* Operator is Equals
* Filter Source Object is Quote
* Filter Source Field is Family_c
* Hidden is True
[Newly added scenario]: A detailed explanation will be provided in a couple of weeks.

Q.21.
DreamHouse Realty (DHR) has a multi-layer bundle with a Percent of Total option in the first level. This Percent of Total option's calculation should be
based on other options in the same level.
How should the admin set this up?
Answered Right
Ask Instructor
1.
Set the Percent of Total Scope field on the Product Option record to a value of Components.
2.
Set the Percent of Total Scope field on the Product Option record to a value of Package.
3.
Set the Percent of Total Scope field on the Product Option record to a value of Group.
4.
Set the Percent of Total Category field on each Product in the bundle to the same value.
The correct answer would be "Set the Percent of Total Scope field on the Product Option
record to a value of Components.".
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_percent_of_total_scope.htm&type=5

Q.22.
Northern Trail Outfitters (NTO) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example,
buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable.
Which three steps should the admin take to set up this pricing?
Choose 3 answers.
Answered Right
Ask Instructor
1.
Set Pricing Method to Block on the Product record.
2.
Set Pricing Method to Fixed Price on the Product record.
3.
Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.
4.
Set Non Discountable to True on the Product record.
5.
Create a Slab discount Schedule for the Product for each quantity tier with a different discount for each tier.
Let us gather the information about a different kind of pricing.
1. List - list price is retrieved from Price Book Entry. This method works for products that have
fixed, static prices that should be pulled directly from the price book entry. It is also possible to
set the list price to editable if needed (Price Editable checkbox is set to True).
2. Cost - allows setting a price based on its cost and markup, rather than list price and discount:
much like a sales rep sells a car marking it up at USD33,000 to make a commission while it costs
the dealer USD29,000. For this purpose, a cost record must be created from the Costs Related
List on the product record. It will be used to generate the price of the product. Users can apply
the markup on the quote line editor as either % or amount.
3. Block - allows to price a product based on ranges of quantities determining block price tiers.
In this case, a flat price is applied per range instead of multiplying by the unit. For instance, a
block of envelopes of 50-250 units is sold at USD 100, a block of 250–500 units is sold at USD
180 and a block of 500-1000 units costs USD 220.
Note that users can't manually override Block Prices even though the Price Editable field is
selected.
Hence, the first correct option is "Set Pricing Method to Block on the Product record."
When we set Block pricing we need to set up a table like above.

"Create Block Pricing records on the Product for each quantity tier with a different discount for
each tier."
Now as per the scenario statement further discounts on this product are unavailable. And for that,
we need to make the Non-Discountable as true.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/pricing-methods-for-salesforce-cpq

Q.23.
An admin at Cloud Kicks (CK) has hidden the prices of Products on the Configure Products page.
How should the admin make the prices visible again?
Answered Right
Ask Instructor
1.
Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.
2.
Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.
3.
Go to the Product Option record and check if the Default Pricing Table field is set to Standard.
4.
Go to the Product Option record and check if the Price Editable field is False.
When it says prices of Products are hidden it means that the specific profile user is not
permissible to view them.
And field-level security is been handled through Field-Level Security.
Field level security is a concept of Administrator knowledge.

Q.24.
How should an admin enable renewal uplift on an Account?
Answered Right
Ask Instructor
1.
Update the Markup (%) field on the Renewal Quote.
2.
Change the Renewal Pricing Method to Same on the Account.
3.
Select the Combine Subscription Quantities checkbox on the Contract record related to the Account.
4.
Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal Uplift (%) field on the Contract record.
The correct answer would be "Update the Renewal Pricing Method to Uplift on the Account,
then populate the Renewal Uplift (%) field on the Contract record."
References:
https://help.salesforce.com/s/articleView?id=000315001&type=1
https://help.salesforce.com/s/articleView?id=sf.cpq_renewal_field_guidelines.htm&type=5

Q.25.
A bundle has a Product Option with the Quantity Editable field set to FALSE. However, the user can still change the quantity during configuration and
save the new value to the Quote Line Editor.
Which property of the Product Option allows for this scenario?
Answered Right
Ask Instructor
1.
Required = FALSE
2.
Min Quantity = 1
3.
Type = Related Product
4.
Quantity = NULL
The correct answer option would be "Quantity = NULL".
To practically check this create a bundle product -> add one product option with some product ->
Make sure to keep Quantity Editable as False.
Make sure to keep the Quantity field as Null. Save it.
Under opportunity -> Quote -> Edit line -> Reconfigure line (Tool symbol) -> Verify that user
will be able to edit the Quantity.
Now to verify the answer. Make the value as 3 under the Quantity field and save it.
Come to Opportunity -> delete older quote line (if already present) -> add the bundled product ->
reconfigure line -> Observe that the user will not be able to select/edit the Quantity field. It will
show value as 3.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_product_option_fields.htm&type=5

Q.26.
What is the correct order of data import to load Products and Product bundles in CPQ?
Answered Right
Ask Instructor
1.
Product Option, Product Feature, Product, Option Constraints, Configuration Attributes.
2.
Product Rules, Error Conditions, Configuration Rules, Product action.
3.
Product Features, Product, Product Options, Option Constraints.
4.
Product, Product Features, Product Options, Option Constraints, Configuration Attributes.
The question is relatively simple and straightforward.

Product object and rest of the objects like (Product options, Product features, etc) have lookup
relation.
One product will have multiple Product Options and Multiple Product Features.
And hence, the Product is the first one that should get loaded.
With this, the correct answer option is "Product, Product Features, Product Options, Option
Constraints, Configuration Attributes."

Q.27.
The Require Approved Quote package-level setting prevents CPQ from generating records for which object?
Answered Right
Ask Instructor
1.
Order
2.
Quote Documents
3.
Contracted Price
4.
Contract
The correct answer would be "Order".
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_set_up_orders.htm&type=5

Q.28.
Zephyrus Relocation Services (ZRS) needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Line Editor. The
admin creates a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field into the Line Editor Field Set on the
Quote Line object.
What does the admin need to do so the sales reps can search Campaign records in the Quote Line Editor without seeing a warning message?
Answered Right
Ask Instructor
1.
Create a twin field on the Campaign object using the same API name as the lookup field.
2.
Create and populate a Field Set on the Campaign object name CPQ Lookup.
3.
Add the name of the lookup field into the Line Editor Field Set on the Quote object.
4.
Add the lookup field to the Quote Line page layout.
To understand the answer option please follow the below steps.
1) Create a lookup field on the Quote line object with Campaign.
2) Now add this field to the fieldset of Line Editor in the Quote line Object.
3) Now go to the opportunity -> Quote -> Edit line -> Remove already existing lines -> Add new
product -> On the right-hand side you will be able to view Campaign column.
Select any existing campaign record.
4) You will receive the below kind of error.
5) Now, please follow

Create and populate a FieldSet on the Campaign object name CPQ Lookup.
6) Now repeat step 3. You will not receive the error of step 4.
Hence, "Create and populate a FieldSet on the Campaign object name CPQ Lookup." is
the correct answer.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_lookup_fields_in_qle.htm&type=5

Q.29.
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold. Sales reps should be unable to
remove Product A.
Which field should be set for the Product Option A?
Answered Right
Ask Instructor
1.
Bundled
2.
Required
3.
Quantity Editable
4.
Selected
It is a very common scenario for Salesforce CPQ admin.

Over here we can clearly understand that Product B is a bundled product and when it gets
selected Product A has to be present as a product option.
Now, let us understand the significance of each of the fields given in the answer option.
"Bundled": When this field is checked it means that the product is bundled with the parent
product and it will show the List Price as "Included" and the Net Price as $0.00 regardless of the
option's price book entry. If the price should be added, this field must be left unchecked.
It is related to pricing. It will not make the product option mandatory.
"Quantity Editable": We can specify in the Quantity Editable field whether the product's
default quantity is editable or not on the quote line editor.
It has no relation with our scenario.
"Selected": When this field is checked it means by default the product option will be a part of a
bundle. However, the sales users can remove it if s/he want.
"Required": The Required checkbox makes the product option required for that configuration,
and the user is not allowed to uncheck it.
And hence, Required is the correct answer selection.

Q.30.
DreamScape Flowers (DF) sells a non-renewable subscription Product that is priced on a yearly basis.
Which Subscription field values should the admin set to meet this requirement?
Answered Right
Ask Instructor
1.
* Subscription Term:12
* Subscription Type: One-Time
* Subscription Pricing: Fixed Price
2.
* Subscription Term: 1
* Subscription Type: One-Time
* Subscription Pricing: Percent of Total
3.
* Subscription Type: Evergreen
* Subscription Pricing: Percent of Total
4.
Please visit the below reference link and screenshot to understand the answer selection.
Over here we have a non-renewable subscription. So, it is an Evergreen type.

And it is yearly basis so the Subscription Term will be 12.
With this, the correct answer would be

Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_subscription_products.htm&type=5
Q.31.
Bloomington Caregivers (BC) has five Products.
The Percent of Total Category field for the Warranty product is null.
What would the Warranty’s List Unit Price be if all Products are added to a Quote with a Quantity of 1?
Answered Right
Ask Instructor
1.
$25
2.
$50
3.
$35
4.
$15
Let us first understand a few concepts about Subscription pricing.
Also,
Over here you can see we have two non-subscription products (CPU related) Their price is 250+
100 = 350
And Percent of Total is 10 so, the answer would be $35.
Reference:

Q.32.
An admin wants to set up a bundle product so a user can view all available options and selected options by scrolling in a single page.
Which updates should the admin make to meet this requirement?
Answered Right
Ask Instructor
1.
Update Option Layout on the parent Product record to Sections.
2.
Update Option Layout on the parent Product record to Wizard.
3.
Create Features related to the parent Product and assign each Feature the Option Selection Method of Dynamic.
4.
Create Features related to the parent Product and assign all Options to one of the created Features.
This scenario talks about a field of a product and that is "Option Layout".
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_config_layout_options.htm&type=5

Q.33.
Northern Trail Outfitters (NTO) has four Price Rules with different Calculator Evaluation Events and Evaluation Orders.
Which rule will evaluate first?
Answered Right
Ask Instructor
1.
Rule D with Evaluation Order of 5, and Calculator Evaluation Event of On Calculate.
2.
Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On initialization.
3.
Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate.
4.
Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate.
To understand the answer option please visit the below reference and a screenshot.
And hence, out of the given options "Rule B with Evaluation Order of 20, and Calculator
Evaluation Event of On initialization." is the perfect choice of answer.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_price_rule_considerations.htm&type=5
Q.34.
An admin has implemented a new CPQ business requirement in a sandbox. They have created new products and used them to construct a bundle. The
admin has also created a Product Rule that automatically selects Product Options when the user selects a specific Configuration Attribute.
In which sequence should the admin migrate the records related to the new CPQ functionality in order to maintain record relationships?
Answered Right
Ask Instructor
1.
Products, attributes, Options, rules.
2.
Products, attributes, rules, options.
3.
Attributes, products, options, rules.
4.
Products, options, attributes, rules.
To understand the sequence we need to understand the value of each of these options.
Product: Means Service or goods that we sell to customers.
Product options: Product options are what really bring the bundle together. A bundle is created
when you add Options to a Product in the Options-related list. They are like children that sit
under the bundle parent.
Attribute: Configuration Attributes are a great feature that enables users to input a value directly
in the configuration page of a bundle. This makes life a lot easier - instead of keeping separate
SKUs for all possible combinations of sizes and colors a company could have for its products,
the sales reps can specify these during configuration.
Product Rules: Product rules allow you to evaluate product options within a bundle, or a quote,
or a quote line against some conditions and then perform actions in response. They are very
useful in enforcing business logic during configuration and in giving feedback to sales reps
regarding product selection.
As you can understand from the above definitions we first have to install the Product then
Product Options and based on that Product attributes will get defined and post that at the end
product rules will be imposed.
Hence, "Products, options, attributes, rules." is the correct sequence.

Q.35.
Universal Containers (UC) has an upcoming user conference that UC wants to promote to its customers. The admin has created a Product Selection Rule to
automatically add a Conference Pass Product to all new Quotes
When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?
Answered Right
Ask Instructor
1.
The user calculates a Quote.
2.
The user selects a Configuration Attribute value for a Product.
3.
The user saves the Quote.
4.
The user selects a Product for the Quote.

Q.36.
Zephyrus Relocation Services (ZRS) sells a monthly subscription service with tiered pricing:
Which approach will allow the Quote Line’s List Price to reflect these tiers?
Answered Right
Ask Instructor
1.
Set the Product’s Pricing Method = List and Create Block Prices.
2.
Set the Product’s Pricing Method = Block and Create Block Prices.
3.
Create a Discount Schedule with Type = Range and Discount Unit = Price.
4.
Create a Discount Schedule with Type = Slab and Discount unit = Amount.
This scenario can be achieved using the Block pricing method.
For that first, let us understand the core difference between Block and List price.
block of envelopes of 50-250 units is sold at USD47.95, a block of 250–500 units is sold at
USD75.95 and a block of 500-1000 units costs USD111.95. Note that users can't manually
override Block Prices even though the Price Editable field is selected.
4. Percent of Total (PoT) - (also called "dynamic pricing") calculates the price of a certain
product based on a percent of the sum of other product prices. For example, the tip for a bill at a
restaurant would be calculated in the same manner. It is usually a percent (10-20%) of the total
order.
Over here as we can observe in the table from the scenario we have a specific rate for the first
100 units, then we have another amount for amount till units 500 and likewise.
And hence, we need must define the block prices range.
So, the "Set the Product’s Pricing Method = Block and Create Block Prices." is the correct
answer option.

Q.37.
An admin wants users to make changes in the configurator without Product Rules evaluating on every update. Users should be able to manually fire the
rules. The admin has created Product Rules with an Evaluation Event of Edit for Always.
Which final steps should an admin take to meet this requirement?
Answered Right
Ask Instructor
1.
Enable Large Configurations set to TRUE in package settings.
2.
Create all Product Options with Apply Immediately Context set to NULL.
3.
Ensure the Apply Rules Custom Action is active.
4.
Set Configuration Event on the bundle parent Product record to Always.

Q.38.
A subscription product that was newly created fails to display in the Product Selection screen when users search for it.
What are three possible reasons for this behavior?
Choose 3 answers.
Answered Right
Ask Instructor
1.
The Product is missing a Pricebook Entry for the Quote’s Pricebook.
2.
The Optional checkbox is TRUE on the Product record.
3.
The Component checkbox is TRUE on the Product record.
4.
The Product is missing a related Cost record.
5.
The Active checkbox is FALSE on the Product record.
To understand this take any subscription product.

Make sure the Subscription pricing has a Fixed-term value. (So that it will become a subscription
pricing.)
Open two tabs in the same browser.
In the first tab keep the subscription product open. In the second tab keep the Quote open and
click on Edit lines.
Now try out the below options one by one.

The first correct answer would be "The Active checkbox is FALSE on the Product record."
Remove the active checkbox from the product record and try to select that product from the
quote line. You will not be able to find that product.
Now make the Active checkbox true and try to select that product from the quote line. You will
be able to find that product. (Make sure to each time refresh the quote line page when you make
changes to the product page.
"The Product is missing a related Cost record." is not correct.

From the related list remove the cost record of the product and still, you will be able to search the
product.
The second correct option is "The Component checkbox is TRUE on the Product record."
If the Component checkbox is True it means this product is a component and excluded it from
selection in product lookup.
"The Optional checkbox is TRUE on the Product record." is incorrect because the Optional

checkbox is useful for the pricing. We can select this if this product is optional by default.
Optional products don't contribute to the quote total or get transferred to the opportunity.
The third correct answer is "The Product is missing a Pricebook Entry for the Quote’s
Pricebook."
For any product to get searchable it has to be present in the Pricebook.
If the product is not present for that pricebook then the sales user will not be able to search for
them.
Please visit the below reference link and a screenshot.
Reference:

Q.39.
An admin notices the fields placed in the SBQQ_SearchFilter Field Set on the Product object are different than the fields displayed when using the Filter
action in Product Selection.
Why are the fields shown to the user different than those defined in the SBQQ_SearchFilter Field Set during Product Selection?
Answered Right
Ask Instructor
1.
Check for any Search Filter records that have been created in the org. If present, Search Filters override the values defined in the SBQQ_SearchFilter Field
Set.
2.
Ensure that any fields included in the SBQQ_SearchFilter Field Set on Product are also included in the SBQQ_SearchResults Field Set.
3.
Establish a Product Results Group Field Name in the CPQ Package Settings. This enables compatibility with filtering.
4.
Set Large Quote Experience in the CPQ Package Settings to True. The enhancements made to search filtering are only available in the Large Quote
Experience.
Please observe the below screenshot and reference link.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_search_group_results.htm&type=5

Q.40.
A Quote has one Quote Line for a subscription product with an End Date that differs from the Quote’s End Date.
Which date will CPQ use to calculate the prorate multiplier?
Answered Right
Ask Instructor
1.
The earliest date.
2.
The Quote date.
3.
The Quote Line date.
4.
The latest date.
Please take the reference of the below screenshot and a reference link.
Hence, "Quote Line date" is the correct answer option.
Reference:

Q.41.
Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that
are bundles. When Quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products.
However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-
friendly.
Which strategy should UC apply?
Answered Right
Ask Instructor
1.
Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
2.
Create a Filter Product Rule and Product Action with Type set to optional Filter.
3.
Set the Default Field on the Add Products Custom Action to TRUE.
4.
Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.
Over here the first requirement is "When Quoting on Opportunities that are flagged as eco-
friendly, the sales reps should see only those products when they click Add Products."
and the second ask is "We want the flexibility to allow the sales reps to bypass the default
subset and include all bundles, even if the Opportunity is flagged as eco-friendly."
The first task can be achieved by putting Filter type of product rules.
Before jumping to the answer let us understand a few concepts.
There are four types in product rules:
 Validation
 Alert
 Selection
 Filter
We will focus on the Filter type of Product rule.
Filter Product rule helps us to create dynamic bundles.
Filter rules use configuration rules to target a bundle feature and actions to determine whether
certain options appear when users configure a bundle. For example, let’s say your company sells
an IT security bundle and you regularly update your product offering with new security products.
In this case, it’s easier to create a bundle that can contain any security product rather than
constantly updating the bundle’s options based on your offering.
Post that we need to create a Product Action with Type as an Optional filter.
So, when the sales rep removes the filter parameters they can search any product (even other
than eco friendly)
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_product_action_fields.htm&type=5

Q.42.
Bloomington Caregivers (BC) sells the same Extended Warranty product to customers in three different industry segments: Commercial, Enterprise, and
Education. The list price depends on the customer segment. Product pricing can change frequently within each segment.
How should the admin set up the Product and Price Book to apply the correct pricing, and the pricing team can easily update pricing?
Answered Right
Ask Instructor
1.
Three Product records with three Price Books should be set up for each industry segment.
2.
One Product record should be set up with three Price Books, one of each industry segment.
3.
One Product record should be set up with a Price Dimension representing each industry segment.
4.
Three Product records should be set up with multiple Price book entries on a single Price Book.
The segment-wise pricing can be handled through the Price dimension feature.

For better understanding go to product -> open any product and related list with the name
Dimension.
Over there we need to create a custom type of Price Dimension. We can create three such
values. Commercial, Enterprise, and Education.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_mdq_products.htm&type=5

Q.43.
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of
their monthly service description. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the
contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity, the sales ops team has discovered that the
renewal Opportunity is out of sync with the latest change.
How can the sales ops team ensure the renewal Quote reflects the increased quantity?
Answered Right
Ask Instructor
1.
Terminate the Contract with an End Date of November 30, and set the renewal Quote Start Date to December 1 of this year.
2.
Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
3.
Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
4.
Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quoted checkbox on the Contract.

Q.44.
Ursa Major Solar (UMS) sells containers in three sizes. The admin has created a bundle product for the container with Product Options for different size
lids. The admin has also created a Configuration Attribute called Container Size with three different values. When a user selects a particular size container
in the Configuration Attribute, only the lid for that size container should be available for selection. An admin has created a lookup table to capture which
Product Options are valid for each container size.
Which steps should the admin take using a Product Rule to ensure only the lids of the correct size are sold with each container?
Answered Right
Ask Instructor
1.
Create a Product Rule of type Validation.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table and prevents the user from saving without selecting the valid
option.
2.
Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table to disable the invalid options.
3.
Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table and selects a valid option.
4.
Create a Product Rule of type Alert.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table and warns the user from saving without selecting the valid
option.
The ask of the scenario is simple and very common.

Let us say we have three different sizes of lids. And hence we have created three product
options.
And we have created a Container Size Configuration Attribute.
Configuration attribute is nothing but below kind of picklist value on quote line so we can sort
the products appearance on the quote line page.
In this case, we have Size as a Configuration attribute picklist field.
Now about the Product rule type
And hence, we need to select the Selection type of Product rule here.
Now about "Create a Product Rule of type Selection.
Create a Lookup Query which compares the Configuration Attribute value to the lookup table
and selects a valid option."
I will add up the exact steps in thenext couple of days.

Q.45.
An admin has created a Small Business Bundle product with List Price = $5.00 with these Product Options:
Option 1:
Optional SKU = Small Storage Container
Unit Price = $2.00
Quantity = 10
Selected = True
Bundled = False
Option 2:
Optional SKU = Medium Storage Container
Unit Price = $4.00
Quantity = 10
Selected = False
Bundled = False
Option 3:
Optional SKU = Custom Box Label
Unit Price = $0.05
Quantity = 10
Selected = False
Bundled = True
Option 4:
Optional SKU = Shipping
Unit Price = $7.50
Quantity = 1
Selected = True
Bundled = True
If a user adds this bundle and saves it without making changes to the configuration, what will be the Package Total be on the Small Business Bundle parent
product Quote Line?
Answered Right
Ask Instructor
1.
$5.0
2.
$17.50
3.
$25.00
4.
$37.50
If we practically implement this scenario on Salesforce CPQ (without any changes) we will get
below a below result.
For "Optional SKU = Custom Box Label" and "Optional SKU = Shipping" it is already included
in the parent product as Bundled=true for both of them.
Also, Optional SKU = Shipping is visible on Quote line as the Selected is true.
For Optional SKU = Medium Storage Container

it is not visible under the quote line as it has been Selected as false.
Optional SKU = Small Storage Container (SSC for above screenshot)

is visible as its Selected is true and Bundled is false and its quantity is 10.
So, it is 10*2 = 20 + 5 (for base product) = 25

Q.46. No More Homelessness (NMH) restricts users from selling more than 10 different products within a specific Product Feature at once.
What should the admin set-up to satisfy this requirement?
Answered Right
Ask Instructor
1.
An Error Condition in a Product Rule should be set up to validate that all Product Option’s Quantity field is less than or equal to 10.
2.
The Min Quantity and Max Quantity fields on each Option should be set to zero to 10, respectively.
3.
A value of 10 should be added to the Max Options field on the Feature record.
4.
A Summary Variable with Filter Fields should be used in an Error Condition of a Product Alert Rule.
Let us understand the scenario thoroughly.

We have a special Product feature. Now consider that the product feature has more than 10
products.
And we need to limit/restrict the sales user to select more than 10 products from that specific
product feature group.
We can accomplish that target with the help of the Max Options field of the Product Feature.
Hence, "A value of 10 should be added to the Max Options field on the Feature record." is
the best possible option.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_feature_guidelines.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/cpq-product-configuration/use-
features-to-organize-options
(Visit the Max Option session of this link)

Q.47.
The admin at Cloud Kicks (CK) has set up a Price Dimension on its Service Warranty subscription product with the Type of “Monthly”.
What is the expected outcome when the Service Warranty product is added to a Quote with a Subscription Term of six months?
Answered Right
Ask Instructor
1.
Six Quote Lines are generated each with pricing prorated for one month.
2.
One Quote Line is generated with pricing prorated for one month.
3.
One Quote Line is generated with pricing prorated for six months.
4.
Six Quote Lines are generated each with pricing prorated for six months.
To understand the answer option please visit the following steps.
1) Create a product with the name Service Warranty. Make sure it becomes a subscription
product.
Make sure to activate this product and add it under the price book. I kept 10 values for the list
price.
2) Create a price dimension for this product.

3) Now add that product under quote with Edit quote. Keep a Subscription Term as 6. Click
calculate and then click Save.
4) Save it and observe the quote line records.

6 quote lines will get generated and pricing will be prorated for one month.
Hence, "Six Quote Lines are generated each with pricing prorated for one month." is the
correct option.

Q.48.
Zephyrus Relocation Services (ZRS) wants to display Quote Lines by Product Family within separate tables on the Quote Document. Furthermore, ZRS
wants to group Quote Lines within the tables by Subscription or Non-Subscription based on a custom Product Type Quote Line field.
How can ZRS set up the configuration on the Quote Template to meet this requirement?
Answered Right
Ask Instructor
1.
Define Product Type as the Group Field value and define Product Family as the Sub Group Field value on the Quote Template record.
2.
Set up a custom field on Quote Line to concatenate the Product Family and Product Type field, and define the custom field as the Group Field value on the
Quote Template record.
3.
Set up Solution Groups for each Product Family and define Product Type as the Group Field value on the Quote Template.
4.
Select Product Family as the Group Field value and define Product Type as the Sub Group Field value on the Quote Template record.
This can be achieved through "Select Product Family as the Group Field value and define
Product Type as the Sub Group Field value on the Quote Template record."
First, let us understand the scenario.
We need first segregation based on Product Family
and post that we need further segregation on the Subscription/non-subscription (Product type).
Sometimes quotes contain several quote lines that share the same field values. In this case,
grouping these lines will make the related quote documents much easier to read.
By default this field will not be available. We need to add it through object manager -> quote
template -> field and relationship -> sub group -> values -> add this value.

Q.49.
A user at DreamHouse Realty (DHR) has logged a ticket stating that Cloud Storage Support is priced incorrectly. Based on a Quote with a 12-month
Subscription Term and the information below, take the first steps in verifying their claim by calculating the support pricing.
What is the calculated List Unit Price the user should see for Cloud Storage Support?
Answered Right
Ask Instructor
1.
$275
2.
$225
3.
$50
4.
$25

Q.50.
Cloud Kicks (CK) wants to update the Quantity of a Product in the Line Editor with a Price Rule. The rule should apply only for this one specific Product.
What should the admin do to ensure that the Price Rule only changes Quote Lines referencing this Product?
Answered Right
Ask Instructor
1.
Create a Price Condition against a Quote Line field that contains a value that Is unique to the product selected.
2.
Create an Error Condition against a Quote Line field that contains a value that is unique to the product selected.
3.
Fill in the Product field on the Price Rule with the Product.
4.
Fill in the Lookup Object field on the Price Rule with the Product.
The scenario statement mention that we need to achieve this through a Price rule.
For that case Create a Price Condition against a Quote Line field that contains a value that Is
unique to the product selected. is the best suitable option.
We must create a Product rule first with the required product and then set the Price Condition
with the product code and Quote line object.
Post that we must create a Price action with SBQQ__Quantity__c in the target field with the
target object as Quote line and we must keep a formula field to value other than 1 (So that sales
user must change the value while selection.

Q.51.
DreamScape Flowers (DF) is planning to end-of-life a subscription Product by preventing any new sales of the Product. DF wants to allow renewals if a
customer has already purchased the Product.
How can the admin meet this requirement?
Answered Right
Ask Instructor
1.
Delete the Product so it is unavailable for new business Quotes.
2.
Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product lookup.
3.
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.
4.
Deactivate the Product since CPQ allows inactive Products to be renewed.
This is a scenario where we want to change the product when it gets renewed.
Let us say we have Product A that is renewable each year. However, let us say a customer has
purchased it in 2021 and it is due for renewal in 2022. From this year onwards we want to make
it an end-of-life product.
In that case, we can use the "Renewable Product" field.
Hence, "Create a new renewal Product, then link it to the end-of-life Product by using the
Renewal Product lookup." is the correct answer option.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_product_fields.htm&type=5

Q.52.
Bloomington Caregivers (BC) wants to update a custom Quote Line field within the Quote Line Editor with a value of Low, Medium, or High to categorize
the margin of each Quote Line when the sales rep clicks Calculate.
Which approach should the CPQ Specialist recommend to meet this business requirement?
Answered Right
Ask Instructor
1.
A Price Rule with the Calculation Event of On Initialization to update the picklist field.
2.
A Process Builder on the Quote Line to update the picklist field.
3.
A Workflow Rule and field update on the Quote Line to update the picklist field.
4.
A Price Rule with the Calculation Event of After Calculate to update the picklist field.
This can be achieved through "A Price Rule with the Calculation Event of After Calculate to
update the picklist field. "
A Price Rule with the Calculation Event of After Calculate to update the picklist field.
We need to create a Price rule with after calculation event and then we need to create new Price
Action with a specific target object(Quote line in our case) and picklist field. We will have to put
a formula field that will change the picklist value to Low, Medium, or High as per the input of
margin.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_price_rules_intro.htm&type=5
https://trailhead.salesforce.com/content/learn/modules/price-rules-in-salesforce-cpq
Q.53.
Zephyrus Relocation Services (ZRS) implemented CPQ Contract Amendment functionality via the Amend button on the Opportunity. Since an Account
can have many different Contracts, the Admin implemented a Contract Name field to allow the user to enter identifying information on each Contract
record.
How can the admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
Answered Right
Ask Instructor
1.
Create a custom Field Set on Contract and add the custom Contract Name fields to the Field Set.
2.
Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object.
3.
Add the custom Contract Name field in to the Active Contract Lookup Field Set on the Contract object.
4.
Create a custom Page Layout and add the custom Contract Name field to the layout.
The correct answer for this scenario is "Add the custom Contract Name field in to the Active
Contract Lookup Field Set on the Contract object."
To better understand this please visit the following reference link as it will be difficult to explain
it in this space.
Reference:
https://trailhead.salesforce.com/content/learn/modules/contract-amendments-with-salesforce-
cpq/discover-more-ways-to-amend-contracts

Q.54.
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too many clicks.
Management has asked the admin to streamline the Quote Line Editor so calculations occur automatically after each change is made.
Which Managed Package setting should the admin enable to meet this requirement?
Answered Right
Ask Instructor
1.
Calculate Immediately.
2.
Use Legacy Calculator.
3.
Use Inactive Prices.
4.
Enable Quick Calculate.
This scenario talks about a feature of a Salesforce setting. "Calculate Immediately."

Go to Trailhead | Setup | installed packages | Salesforce cpq. And observe below.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_package_pricing.htm&type=5

Q.55.
Northern Trail Outfitters (NTO) wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.
How can the Admin Configure the Shipping Plus Product record to meet this requirement?
Answered Right
Ask Instructor
1.
Set the Product’s Sort Order as the only null Sort Order of any Product.
2.
Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
3.
Set the Product Code as the first alphabetically of any Product’s Product Code.
4.
Set the Product’s Product Code as the only null Product Code of any Product.
The correct answer would be "Set the Sort Order as the lowest numerical value of any
Product’s Sort Order."
To understand further please navigate to Salesforce cpq | Product tab | and open any product.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_product_fields.htm&type=5

Q.56.
DreamHouse Realty wants to create a new product that will be sold as part of a bundle. The product should be priced as 10% of all other Product Options’
net total price and carry a term of 12 months.
The Product has been configured as such:
Which product and option configuration will attain the required pricing?
Answered Right
Ask Instructor
1.
2.
3.

4.
Over here product itself should be sold as part of a bundle.

And hence, the Pricing method has to be set as "Percent of Total".
Here is the understanding of the Pricing Method field values.

block of envelopes of 50-250 units is sold at USD47.95, a block of 250–500 units is sold at
USD75.95 and a block of 500-1000 units costs USD111.95. Note that users can't manually
override Block Prices even though the Price Editable field is selected.
4. Percent of Total (PoT) - (also called "dynamic pricing") calculates the price of a certain
product based on a percent of the sum of other product prices. For example, the tip for a bill at a
restaurant would be calculated in the same manner. It is usually a percent (10-20%) of the total
order.
And hence out of the given options Pricing method = "Percent of Total" appears to be the
correct choice.

Q.57.
Zephyrus Relocation Services (ZRS) has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the
Net Price of all Shipping Container products added to the Quote.
When generating a partial Order via the Create Order button, the admin notices the Standard Warranty was absent from the Order Product selection page.
What should the admin do to allow the Standard Warranty product to create an Order Product?
Answered Right
Ask Instructor
1.
Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.
2.
Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.
3.
Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.
4.
Set the Product Family picklist on the Standard Warranty product’s Product record to Services.
The below reference link and a screenshot will guide more on the answer selection.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_percent_of_total_guidelines.htm&type=5

Q.58.
When amending a contract, users have reported that the net pricing of some products is incorrect. The admin has done a preliminary investigation and
found that the issue only happens on existing products when their quantity is adjusted.
What is the likely cause?
Answered Right
Ask Instructor
1.
The Revised Quantity has been set on the Subscription record.
2.
A Price Rule is firing Before Calculate and changing the Regular Unit Price.
3.
A Price Rule is firing On Calculate and changing the Effective Quantity.
4.
The Products have a Discount Schedule and Cross Order is unselected.
This scenario gives a chance for the Cross order functionality.

Over here we have a similar kind of scenario. A discount schedule must have been activated and
the Cross order is unselected. And hence it might not be considering the correct quantity.
Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_discount_schedule_fields.htm&type=5

Q.59.
Cloud Kicks (CK) offers Container B as one of the configurable options of Container A. Container B is itself configurable with options X, Y, and Z.
How should the admin configure this?
Answered Right
Ask Instructor
1.
Create a search filter which only shows Container B if Container A is on the Quote or owned by the customer.
2.
Create a bundle with Container B and options X, Y, and Z as product options for Container A.
3.
Create a dynamic quote process that guides the user to choose Container B and options X, Y, and Z if Container A is selected.
4.
Create a bundle with options X, Y, and Z as product options of Container B, and Container B as a product option for Container A.
This scenario gives us a chance to understand Nested Bundles.

These are bundles within other bundles. To keep a more streamlined user experience and to
avoid performance issues, it's recommended to keep the nested bundles three levels deep. Nested
bundles are easily created by adding the parent product of a bundle as an option to another
bundle (that is, the Optional SKU on an option references another bundle).
For further understanding please visit the below reference links.

We can achieve the solution of this scenario by "Create a bundle with options X, Y, and Z as
product options of Container B, and Container B as a product option for Container A."
References:
https://help.salesforce.com/s/articleView?id=sf.cpq_nested_bundles.htm&type=5
https://dreamevent.secure.force.com/articleView?
id=sf.cpq_sel_rules_nested_bundles.htm&type=0

Q.60.
The Universal Containers admin is creating a custom formula field, Approval Score, on the Quote Line object to calculate approval score. This field will
calculate the average approval score for the Quote to determine how many levels of approval the record should go through when submitted.
The admin planned to use a roll-up summary field on the Quote object to average the Quote Line Approval Score field. The admin received an error when
attempting to create the field. The Quote object has too many roll-up summary fields.
In addition to creating a custom number field on the Quote object to capture the average Approval Score, which CPQ functionality should the admin use to
resolve the issue?
Answered Right
Ask Instructor
1.
Create a Summary Variable and Price Rule to populate the number field with the average Approval Score.
2.
Create a trigger to populate the average Approval Score.
3.
Create a Summary Variable and Product Rule to populate the number field with the average Approval Score.
4.
Create a Workflow Rule with a Field Update to populate the average Approval Score.

Q.61.
No More Homelessness (NMH) wants to prevent a Quote Term from being edited by other users.
What should the admin do to meet this requirement?
Answered Right
Ask Instructor
1.
On the Quote Term record, check the Read-Only checkbox.
2.
On the Quote Term record, check the Locked checkbox.
3.
On the User Profile, make the object Read-Only.
4.
On the Quote Term object, make the Object Read-Only.
Before jumping to the answer let us gather some understanding about the Quote term.
Salesforce CPQ offers the possibility to create terms for your quote templates. They can be
customized to always appear in quotes or only in quotes that meet certain criteria.
Quote terms are dynamic.
They can include merge fields to bring in details from the account itself, which comes in very
handy when required to personalize the quotes.
Now coming on to the answer, it is very simple and straightforward.

Reference:
https://help.salesforce.com/s/articleView?id=sf.cpq_quote_terms.htm&type=5


REVIEWNPREP
 Login
 Add Preparation Journey
 ReviewNPrep Marketplace
 Developer Options
 Help & Support
ABOUT
 Who We Are
 Review Guidelines
 Training Providers
 Subscribe To Newsletter
 Forums
CONTACT US
 Message Us
 Report Bugs
 Privacy Policy
 Terms & Conditions









Copyright ©2022 ReviewNPrep LLC. All rights reserved.

 Privacy Policy

 Terms & Conditions

Set 6 Done

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Set 6 Done

Uploaded by

Copyright:

Available Formats

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

Let us analyze the significance of each of the options.

2) Change Option Layout to Tabs on the bundle Product.

3) Set Option Selection Method to Add on the Product Features.

4) Change Enable Large Configuration to True on the bundle Product.

To Set up CPQ on Trailhead:

First, let us understand the Contracted Price.

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

Let us understand what a Discount Schedule is.

It could be of two types:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

First of all Configuration type has to be Allowed.

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

The answer is straightforward.

To Set up CPQ on Trailhead:

This scenario talks about a checkbox of the production option. "Bundled".

To Set up CPQ on Trailhead:

The ask of the scenario is simple.

[Newly added scenario]: A detailed explanation will be provided in a couple of weeks.

To Set up CPQ on Trailhead:

Let us gather the information about a different kind of pricing.

When we set Block pricing we need to set up a table like above.

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

The correct answer option would be "Quantity = NULL".

To Set up CPQ on Trailhead:

The question is relatively simple and straightforward.

To Set up CPQ on Trailhead:

The correct answer would be "Order".

To Set up CPQ on Trailhead:

To understand the answer option please follow the below steps.

1) Create a lookup field on the Quote line object with Campaign.

4) You will receive the below kind of error.

5) Now, please follow

To Set up CPQ on Trailhead:

It is a very common scenario for Salesforce CPQ admin.

To Set up CPQ on Trailhead:

Over here we have a non-renewable subscription. So, it is an Evergreen type.

With this, the correct answer would be

Let us first understand a few concepts about Subscription pricing.

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

To Set up CPQ on Trailhead:

[Newly added scenario]: A detailed explanation will be provided in a couple of weeks.

To Set up CPQ on Trailhead:

This scenario can be achieved using the Block pricing method.

To Set up CPQ on Trailhead:

[Newly added scenario]: A detailed explanation will be provided in a couple of weeks.

To Set up CPQ on Trailhead:

To understand this take any subscription product.

Now try out the below options one by one.

"The Product is missing a related Cost record." is not correct.

"The Optional checkbox is TRUE on the Product record." is incorrect because the Optional