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Discount Schedule Name Tiers Object Reference


Name Lower) Upper Amt

Bronze Hardware Maintenance Discount 210 i uM 5% Product Option


11-20) 11 20 10%
21+ 21 : 20%

Name Lower Upper | Amt


Silver Hardware Maintenance Discount 1-10 1 11 8% Product
11-20 11 21 12%
21+ 21 : 15%

Name Lower Upper Amt


Gold Hardware Maintenance Discount 1-10 1 11 10% Contracted Price
11-20 11 21 15%
21+ 21 : 25%

Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is
applicable?

A. $1,125.00
B. $1,350.00
C.@ $1,275.00
D. $1,320.00

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45 of 65. An admin wants users to make changes in the configurator without Product Rules evaluating. Users should be able to manually fire the rules. |
|
The admin has created Product Rules with an Evaluation Event of Edit or Always. J

Which final step should an admin take to meet this requirement?

A. Ensure the Apply Edit Rules Custom Action is active.

B. Enable Large Configurations set to TRUE in package settings.

co Set Configuration Event on the bundle parent Product record to Always.

D. Create all Product Options with Apply Immediately Context set to NULL.

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2 of 65. Universal Containers uses over 45,000 different container Product records with CPQ. When
the first 2,000 Products is displayed in a disorganized manner. The product management
groups based on the product family.
a sales rep views the Add Products page, a list of
team wants the products to display in collapsible Ss
Calculator

How should a CPQ specialist enable this functionality from the Salesforce CPQ managed package configuration settings?
A. Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.

B. Select Product Family in the Product Search Plugin field in Plugins.

ag Select Product Family in the Product Results Group Field Name field in Additional Settings.
D. Add the Product Family field to the Search Results Field Set on the Product object.

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15 of 65. Universal Containers wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level. i |
J

Calculator

Which two steps should the admin take to fulfill this requirement?

Choose 2 answers }
A. Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object. -
Pencil & Paper
B. Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.
)
7g Add Additional Disc. (%) to the Line Editor Field Set on the Quote object. |
D. Add Additional Disc. to the Line Editor Field Set on the Quote Line object. (a
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21 0f65. Universal Containers (UC) is planning to end-of-life a subscription Product by preventing any new sales of the Product. UC wants to allow |
renewals if a customer has already purchased the Product. [ J
Calculator
How can the admin meet this requirement? ,

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

BO Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product lookup. WSs |
Cc. 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. ESS
D. Delete the Product so it is unavailable for new business Quotes. | — )

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36 of 65. A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets. i |
J

How should the user achieve this? Calculator

A. Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original —e
Quote Lines to a Quantity of zero. | A |
B. Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with | ns ‘
the new Price Book ID to generate Amendment Lines with new prices. L . J
Cc. Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Pencil & Paper
Contracted on the Opportunity again.
.® Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

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37 of 65. 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 subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity [ J
increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity, Calculator
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? i XY
A. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and L . J
Quote. Pencil & Paper
B. Terminate the Contract with an End Date of November 30, and set the renewal Quote Start Date to December 1 of this year.

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

ug Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quoted checkbox on the Contract. (a |
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40 of 65. Universal Containers wants a group of users to receive Approval requests at the same time. Only one user from the group needs to respond |
to the Approval request. [ J
Calculator
What should the admin do to meet this requirement? ,

A. °o Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the | A |
Unanimous checkbox to False on the Approver record. | ns ‘
B. Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and L . J
Approval Conditions, and assign a unique Approval Step for each Approval Rule. Pencil & Paper
Cc. Create an Approver record for each user, and a single Approval Rule record related to one of the Approvers. Using the Next
Approver lookup field, sequence each Approver record to form a chain. | a ]
D. Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to True and Approval Step to 1 for each (a |
rule, then add all rules to the same Approval Chain.

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41 of 65. Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below.
Product A is an option in a bundle and has a list price of $100.

Discount Schedule Name Tiers Object Reference


Name Lower| Upper Amt
1-10 1 il 5%
Bronze Hardware Maintenance Discount Product Option
11-20) 11 20 10%
21+ 21 - 20%

Name Lower Upper | Amt


Silver Hardware Maintenance Discount 1-10 1 11 8% Product
11-20 tt 21 12%
21+ 21 - 15%

Name Lower Upper Amt


Gold Hardware Maintenance Discount 1-10 1 11 10% Contracted Price
11-20 11 21 15%
21+ 21 - 25%

Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is
applicable?

A.) $1,125.00
B.) $1,350.00
CQ $1,275.00
D.,) $1,320.00

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46 of 65. Universal Containers has a fixed bundle with selected Product Options. After selecting the bundle, the user should bypass the configuration |
process. [ J
Calculator
How should the admin set up the bundle to meet this requirement?

A. Set the bundle product record fields Configuration Type to Required and Configuration Event to Always. | XY
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B. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add. —
co Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always. Pencil & Paper
D. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Always. | a }

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48 of 65. 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. [ J

Which field should be set for the Product Option A?


A. Selected
B. Quantity Editable

Cc. Required
nu. Bundled

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50 of 65. Universal Containers 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 custom field to allow the user to enter identifying information on [ J
each Contract record. Calculator

How can the admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment? | |
A. Create a custom Page Layout and add the custom Contract Name field to the layout. | is

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

c. Create a custom Field Set on Contract and add the custom Contract Name fields to the Field Set. Sheps
D. Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity object. | a |
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42 0f 65. An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a default value the |
moment the configuration page loads. [ J
Calculator
Which steps should the admin take to meet this requirement? ,
A. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to | A |
target the Quote Line field to give it a value. | ns ‘
oO Create a Process Builder to update the Product Option field that is used for the Configuration Attribute value. Set the process to L . J
trigger upon new record creation. Pencil & Paper
Cc. 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. | a }
D. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end (a |
user selects Apply Rules in the Configurator.

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53 of 65. Universal Containers (UC) has rolled out a new product, Warranty, priced as 10% of all the hardware products on the Quote. After |
implementing, UC realizes that the price is calculating a percentage of the prices before discounts have been applied, whereas UC actually [ J
wants it to reflect the discounted prices. Calculator

Which field should UC update to ensure the pricing is correct to meet the requirement? | |

A. Percent of Total Category on the hardware products to Hardware | is

B. ° Percent of Total Base on Warranty to Net Price | Sae


iC. Percent of Total Target on Warranty to Standard Warranty eo
D. Percent of Total (%) on the hardware products to 10 | — |

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58 of 65. A Quote Template has Template Sections related to these types of Template Content:

* Template Top
© Line Items
© HTML
* Quote Terms

The admin has associated these Template Content records to four Template Sections.

Which three statements are valid about these types of Template Content?

Choose 3 answers
A. a Template Top is the only section that can show Billing/Shipping info.
B. Template Top and HTML are fully code-customizable.
Cc: Line Items can be coded into an HTML section.
D. Line Items are either displayed as Standard or with Price Dimensions.

i | Quote Terms can be dynamic if Term Conditions are defined.

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Time Taken: 89 minutes of 105 minutes total Multiple Books


Result: Pass
CPQ Platform: 57
Bundle Configurations: 70
Pricing: 100
Quote Templates: 40
Product Selection: 80
Orders, Contracts, Amendments, 50
and Renewals:
Products: 75
Approvals: 100
Congratulations! You have successfully completed the certification exam to become a Salesforce Certified CPQ Specialist. Welcome to the Salesforce worldwide community of
Certified Professionals!

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42 0f 65. An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a default value the |
moment the configuration page loads. [ J
Calculator
Which steps should the admin take to meet this requirement? ,
A. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to | A |
target the Quote Line field to give it a value. | ns ‘
B. °o Create a Process Builder to update the Product Option field that is used for the Configuration Attribute value. Set the process to L , J
trigger upon new record creation. Pencil & Paper
Cc. 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. | a }
D. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end (a |
user selects Apply Rules in the Configurator.

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43 of 65. Which three CPQ pricing functionalities contribute to Regular Unit Price during the price calculation sequence? i |

Choose 3 answers
A. Target Customer Amount

.@ Contracted Price
G: Qo Discount Schedules
0g Prorate Multiplier
E. Additional Discount Fields

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44 0f 65. 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 [ J
made. Calculator

Which Managed Package setting should the admin enable to meet this requirement? |

A. Use Legacy Calculator Ys |


B. Enable Quick Calculate \
C.(-) Use Inactive Prices Pencil & Paper
.g Calculate Immediately —

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1 of 65. Universal Containers wants to have quantity requirements for certain Product Options in a bundle. The Product Option's quantity must be |
multiplied by the quantity of the bundle product. [ J
Calculator
| :
How should the admin set this up in the bundle to meet the requirement? i |

|US I
A. Select the Multiplier checkbox on the Bundle. il & Paper

B. Select the Bundled checkbox on the Product Option.


)
on Select the Quantity Editable checkbox on the Product Option. | |

0. Select Component as the Type field on the Product Option. (a


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3 of 65. Universal Containers (UC) sells Product A with a tiered pricing model using a Discount Schedule with three discount tiers. UC signed an |
agreement that gives a client a 50% discount on Product A with a flat rate for the next calendar year, overriding the current Discount |
Schedule. Calculator

Which set of actions would meet these requirements? A |

A Create a Price Rule that applies the 50% discount to the List Price and inserts it into the Customer Price field on the Quote Line ares
when the Account associated with the Quote is this client. |
B. Create a Price Book for this client with a Price Book entry at half the price for Product A and create a Workflow Rule that = |
assigns this Price Book to all Opportunities for this client. (a |
c. Create a Product Rule that clears the Discount Schedule and injects 50% into the Additional Discount field on the Quote Lines el
for Product A when the Account associated with the Quote is this client. Written
D. °o Create a Discount Schedule with a single Discount Tier at 0% discount and associate it with a Contracted Price giving 50% Materials
discount to Product A on this client's Account record.

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40f 65. An admin is creating a Product Rule with an Advanced Condition. i |


J

How should the admin reference a specific Error Condition record in the text of the Advanced Condition field?
A. API name of the field in the Tested Field
B. Salesforce ID of the Error Condition record
og Value of the Index field
D. Value of the Condition # field

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5 of 65. Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2020 Price Book. When the Product is selected under |
a bundle, the price should be included as part of the bundle. |
Calculator
How should the admin meet this requirement?

A. * Change the Price Book Entries for the Product in the 2021 Price Book to 100 USD and 95 EUR. A
* On the Product Option, set the System field to True. ns ‘

B. * Change the Price Book Entries for the Product in the 2021 Price Book to 100 USD and 95 EUR. Pencil & Paper
* On the Product Option, set the Selected field to True.

co * Change the Price Book Entries for the Product in the 2021 Price Book to 100 USD and 95 EUR. he |
* On the Product Option, set the Bundled field to True. (a |

BD. * Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD. Written |
* Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR. Materials
On both Product Option records, set the Required field to True.

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6 of 65. After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval @
functionality? [ J
A.) CPQ Quote Line object Calculator
B. CPQ Quote object

Cc. Core Salesforce Quote object


0.9 Opportunity object

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7 of 65. What is the correct order of data import to load Quote Template in CPQ? i |

AO Quote Templates, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions email
Calcu
B. Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions sot

ce Template Content, Quote Terms, Quote Section, Line Columns, Quote Document, Term Conditions | A |

D. Quote Terms, Quote Section, Line Columns, Quote Content, Quote Document, Term Conditions | i" = |
| ,
Pencil & Paper
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8 of 65. The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote |
Lines and then the team selects the Ordered checkbox. [ J
Calculator
What updates should the sales operations team expect? ,

A. An error is thrown informing the user an Order already exists. | i |

B. The existing Order is updated with the remaining Quote Lines. WSs |

Cc. An Order without Order Products is created. il & Paper


0. Asecond Order is generated with the remaining Quote Lines.
| col

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9 of 65. Universal Containers (UC) wants to display Quote Lines by Product Family within separate tables on the Quote Document. Furthermore, UC |
wants to group Quote Lines within the tables by Subscription or Non-Subscription based on a custom Product Type Quote Line field. [ J
Calculator
How can UC set up the configuration on the Quote Template to meet this requirement? ,

A. Set up Solution Groups for each Product Family and define Product Type as the Group Field value on the Quote Template. | i |

B. o Set up a custom field on Quote Line to concatenate the Product Family and Product Type field, and define the custom field as WSs |
the Group Field value on the Quote Template record. Leeann
C./) Select Product Family as the Group Field value and define Product Type as the Sub Group Field value on the Quote Template Pencil
& Paper
record.
D. Define Product Type as the Group Field value and define Product Family as the Sub Group Field value on the Quote Template | =
record. (a |
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10 of 65. Universal Containers has a bundle with many Features. In Feature A, all Product Options share the same Discount Schedule. i |
J

How should the admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Calculator
Discount Tier?
is |
A. °o Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount Schedule. | is
yy
B. Set the Discount Schedule on the Product Option records and mark the Cross Orders checkbox as True on the Discount ——
Schedule. Pencil & Paper
Cc. Set the Discount Schedule on the Product Option records and mark the Cross Products checkbox as False on the Discount
Schedule. |
D. Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount Schedule. (a
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11 of 65. A sales rep notices on Opportunities that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in |
|
the pipeline. J

Which three troubleshooting steps should the admin take to resolve the issue?

Choose 3 answers
A. oO Ensure the Opportunity's Primary Quote lookup is populated.

B. Check the Quote’s Primary checkbox for a value of False.


cg Check the Quote’s Primary checkbox for a value of True.
D. Ensure the Quote's Account lookup is populated.

E Ensure the Quote’s Opportunity lookup is populated.

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12 of 65. An admin created a picklist field on the Product Option object called Picklist123__c. The admin created a Configuration Attribute related to a |
Product called Bundle Z whose Target Field is Picklist123__c. The admin selected Bundle Z during Product Selection and populated a value for |
Picklisti23__c on the Configuration Attribute and saved from configuration. The admin noticed that when Bundle Z is reconfigured, the value Calculator
populated in the Configuration Attribute has reverted. :

How can the admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured? &S |

Pencil & Paper


A. ° Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the
user re-enters configuration. —. |
B. Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value USN |
pairs |
Gc Create a Workflow Rule that updates the Product Option field upon entering configuration. =e
Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field. Materials

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13 of 65. Universal Containers wants to prevent a Quote Term from being edited by other users. i |
nd
Calculator

What should the admin do to meet this requirement? {

A. On the Quote Term object, make the object Read-Only. }

Oo On the Quote Term record, check the Locked checkbox. Pencil & Paper
Cc. On the Quote Term record, check the Read-Only checkbox.
}
D. On the User Profile, make the object Read-Only. | rs |

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14 of 65. Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote |
Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group. [ J
Calculator
How should the admin meet the business requirements? ,

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

B. Leverage Salesforce automation to set the Ordered By field on the Quote to a picklist value that represents a custom Quote WSs |
Line field. See
c. Create a Validation Rule that prevents an Order Product from being created on an Order representing the wrong milestone. Pencil
& Paper

.O Leverage Salesforce automation to select the Order by Quote Line Group field on the Quote. | — )
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16 of 65. Universal Containers 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:
A. Discount
..@ Expiration Date
Cc. Contract
D. Effective Date
.@ Product

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17 of 65. An admin has set the Group Field on one of the Quote Templates. On output documents on Quote A, Quote Lines appear to be grouped |
incorrectly. [ J
Calculator
What are two explanations for this grouping?

Choose 2 answers - |
A. oO Modified By field on the user's Quote was last modified before the new Quote Template was implemented. | ns Ss
B. Bundles on Quote A contain a Configuration Attribute designating location. L —

Ci Qo Template Section with Template Content of Line Items type has a value in Group Field. eo
D. There are Quote Line Groups related to Quote A. | a |

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18 of 65. The admin at Universal Containers 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 [ J
products. Calculator

How should the admin set up the bundle to meet both requirements? | |
A. Create two Product Options: Maintenance and Support. The Maintenance Option will always display first, due to alphabetical | is
ordering. L -§)
B. Create two Product Features: Maintenance and Support. The Maintenance Feature will always display first, due to alphabetical Pencil & Paper
ordering.
Cc: Create two Product Options: Maintenance and Support. The Support Option should have a lower value in the Number field. | ]

.g Create two Product Features: Maintenance and Support. The Support Feature should have a lower value in the Number field. (a
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17 of 65. An admin has set the Group Field on one of the Quote Templates. On output documents on Quote A, Quote Lines appear to be grouped |
incorrectly. [ J
Calculator
What are two explanations for this grouping?

Choose 2 answers - |
A. oO Modified By field on the user's Quote was last modified before the new Quote Template was implemented. | ns Ss
B. Bundles on Quote A contain a Configuration Attribute designating location. L —

Cc. Qo Template Section with Template Content of Line Items type has a value in Group Field. eo
D. There are Quote Line Groups related to Quote A. | a |

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19 of 65. Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor. @
J

Calculator

Which Salesforce CPQ functionality will satisfy this requirement?

Ag Custom Action with Search Filter


B. Product Rules of filter type
Cc. Custom page security plug-in script

D. Price Rules

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20 of 65. Universal Containers (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product search screen. | |
J

How can the admin configure the Product to meet this requirement? Calculator

A. Set the Asset Conversion field to One per unit. | A |

BO Select the Component checkbox on the Product. WSs |


Cc. Set the Configuration Type field to Allowed. - a
Pencil & Paper
Dd. Select the Hidden checkbox on the Product.

kA
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22 of 65. Universal Containers has four Price Rules with different Calculator Evaluation Events and Evaluation Orders. | |
J

Which rule will evaluate first? Calculator


A. Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate x

B. Rule D with Evaluation Order of 5, and Calculator Evaluation Event of On Calculate i |

Cc. Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate |US I
.g Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On Initialization Pencil & Paper

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23 of 65. Universal Containers has multiple sales teams that need to select from a subset of the product catalog on the Product Selection page. i |
J

Calculator

Which solution meets the business requirement without creating a separate Price Book? { |

A. Create a Hidden Filter in Product Selection based on Profile. ®


| y
oO Create multiple bundles with validation Product Rules. Pencil & Paper
c. Create a bundle with a Configuration Attribute.
}
D.>) Create a Filter Product Rule. KA!
=as]
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24 0f 65. Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the |
|
Quote. J

How can the admin configure the Shipping Plus Product record to meet this requirement?

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

B. Set the Product's Product Code as the only null Product Code of any Product.

Cc. Set the Product's Sort Order as the only null Sort Order of any Product.
D. Set the Product Code as the first alphabetically of any Product's Product Code.

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25 of 65. Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?

Quote Line field values:


Multiple Books
« List Price: $100
* Quantity: 5

Discount Schedule field values:

« Type: Slab
© Discount Unit: Percent

Discount Tiers:
Name
i
2
3

0 $470.00
B. >) $500.00
Cc.) $450.00
D.~) $480.00

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26 of 65. 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?
A. Create a Summary Variable and Product Rule to populate the number field with the average Approval Score.

B. Create a Workflow Rule with a Field Update to populate the average Approval Score.

Cg Create a Summary Variable and Price Rule to populate the number field with the average Approval Score.

D. Create a trigger to populate the average Approval Score.

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27 of 65. Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers: SQ

Name Lower Upper Discount Calculator


First Level 1 11 10%
Second Level 11 21 25%
Third Level 21 : 50%

If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21?
A. $1,575.00

B. $1,050.00

C.) $1,725.00
nu. $1,700.00

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28 of 65. 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 [ J
when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, Calculator

Q
even if the Opportunity is flagged as eco-friendly.

Which strategy should UC apply? i


A. Create a Filter Product Rule and Product Action with Type set to Optional Filter. |
BO Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE. Pencil & Paper
G Set the Default field on the Add Products Custom Action to TRUE. —
D. Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object. (a |
|
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29 of 65. An admin has created a validation Product Rule that must display an error message upon clicking Save if a Product Option is selected while a |
Configuration Attribute is set to a specific value. When the user chooses the Product Option, then sets the Configuration Attribute to the [ J
specific value, the error message appears before Save is clicked. Calculator

What can the admin change on the Product Rule or Configuration Attribute to ensure the error message only appears upon clicking Save? | |

A. Add a Product Rule Error Condition to check if Evaluation Action = Save. | is


B. Change the Product Option field Apply Immediately to True. | Sae
Pencil & Paper
7g Change the Configuration Attribute field Apply Immediately to False.
D. Change the Product Rule field Evaluation Event to Save. | —
|

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30 of 65. Universal Containers has set up an Account lookup field, Distributor__c, on the Quote to identify different distributors per group. Distributor
accounts have a Discount_Level__c field populated with the base discount percentage that products provided by that distributor will receive.

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Which set of actions should the admin take to ensure that the distributor receives the appropriate Distributor Discount?

A. * Create a Configurator Scoped Price Rule that has a Price Condition where
© Object with value Quote Line
°@ Tested Formula field with value Distributor__c
© Operator field with value Not Equals
© Filter Type field with Value selected
° Filter Value field with blank value
Add a Price Action to the Price Rule where
© Target Object with value Quote Line
° Target Field with value SBQQ__DistributorDiscount__c
e Source Field with value Discount_Level__c

Create a Configurator Scoped Price Rule that has a Price Condition where
© Object with value Quote Line
© Tested Formula field with value SBQQ__Quote__r.Distributor__c
® Operator field with value Not Equals
© Filter Type field with Value selected
© Filter Value field with blank value
Add a Price Action to the Price Rule where
° Target Object with value Quote Line
© Target Field with value SBQQ__DistributorDiscount__c
© Formula Field with value SBQQ__Group__r.Distributor__r.Discount_Level__c

Cc. * Create a Calculator Scoped Price Rule that has a Price Condition where
@ Object with value Quote Line
® Tested Formula field with value Distributor__c
© Operator field with value Not Equals
© Filter Type field with Value selected
© Filter Value field with blank value
* Add a Price Action to the Price Rule where
© Target Object with value Quote Line
© Target Field with value SBQQ__DistributorDiscount__c
° Source Field with value Discount_Level__c

D. * Create a Calculator Scoped Price Rule that has a Price Condition where
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31 0f 65. Universal Containers (UC) has a required Configuration Attribute for Color on all containers it sells. UC wants to display the Color of the |
containers in the output document. [ J
Calculator
On which objects will the admin need to create the Color field to meet this requirement? ,

A. Product, Quote Line | A) |


B. Product, Product Option WSs

C.~) Quote Line, Asset


nu. Product Option, Quote Line
| col

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32 of 65. A customer is implementing CPQ to support two languages. |
|
J
Which two portions of text can be translated using the Salesforce CPQ Localization object?
Choose 2 answers
A. Configuration Attribute picklist values

B. The Feature Name field on the Configure Products page


Cc. Picklist values in the Product Family field on the Product object

.@ HTML Template Content in the Quote document

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33 of 65. Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created. | |
J

Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as Calculator
soon as these changes are applied.

What should the admin configure to meet the requirement? i XY


A. Automate setting the Renewal Quoted checkbox on the current Contract upon creation. L . J
B. ) Automate setting the Renewal Forecast checkbox on the current Contract upon creation. Pencil & Paper
c. Automate setting the Renewal Forecast checkbox with a Lightning Quick Action on the Opportunity. — )

n.O Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation. (a |
|
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34 of 65. Universal Containers sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote. | |
J

Calculator

Which two options represent a valid configuration to meet this requirement? { |

Choose 2 answers || Ss y
A. Pricing Method set to List and Subscription Pricing set to Percent of Total il & Paper

B. Pricing Method set to Custom and Subscription Pricing set to Custom


)
Cc. Pricing Method set to Percent of Total and Subscription Pricing set to Custom | |

.g Pricing Method set to Percent of Total and Subscription Pricing blank (a


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35 of 65. While performing an amendment, a sales rep is unable to edit the Additional Discount for an existing subscription Quote Line. i |
J

What is the cause of this behavior? Calculator


A. The org is using legacy amendment and renewal service. ro

5. The Non Discountable field is marked True on the Product record for the Quote Line. i |
Cc A Product Rule is preventing the Additional Discount from being edited. }US I

D. Additional Discount is a locked field on amendment Quotes. Pencil & Paper

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38 of 65. An admin created a dynamic bundle and needs a Product Rule to limit which products users see when configuring the bundle. i |
J

Which type of Product Action should the admin create to ensure that only a specific set of products may be selected for the dynamic bundle?
A. Show

oO Default Filter
Cc. Optional Filter

dD. Enable

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39 of 65. Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with SQ
a Subscription Term of 36 months. The sales rep and a customer have agreed to a Quantity of 100 licenses for the term of the Contract. |
Calculator
The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended
again to increase the license count to 120 licenses. 2 |

After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of: US |

* The original Subscription Pencil & Paper


« The first amended Subscription
© The second amended Subscription |

A. 80, 0, 40
SY
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B.) 100, -20, 40 a ra
C.@ 100, 80, 120
D.) 120, -20, 40

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39 of 65. Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with
a Subscription Term of 36 months. The sales rep and a customer have agreed to a Quantity of 100 licenses for the term of the Contract.

The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended
again to increase the license count to 120 licenses.

After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of:

© The original Subscription


« The first amended Subscription
* The second amended Subscription

A.) 80, 0, 40
B.) 100, -20, 40
C. 100, 80, 120
D.,) 120, -20, 40

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41 of 65. Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below.
Product A is an option in a bundle and has a list price of $100.

Discount Schedule Name Tiers Object Reference


Name Lower| Upper Amt
1-10 1 il 5%
Bronze Hardware Maintenance Discount Product Option
11-20) 11 20 10%
21+ 21 - 20%

Name Lower Upper | Amt


Silver Hardware Maintenance Discount 1-10 1 11 8% Product
11-20 tt 21 12%
21+ 21 - 15%

Name Lower Upper Amt


Gold Hardware Maintenance Discount 1-10 1 11 10% Contracted Price
11-20 11 21 15%
21+ 21 - 25%

Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is
applicable?

A.) $1,125.00
B.) $1,350.00
C./) $1,275.00
ug $1,320.00

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47 of 65. An admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this |
Product when included on Quotes that are Contracted. [ J
Calculator
Which setting should the admin change to meet the business requirement? ,

A. Set the Account field Renewal Model to Asset Based. i |


B. Set the CPQ Package setting Renewal Model to Asset Based. WSs |

co Set the Product field Asset Conversion picklist to One per Unit. 7a Poe
D. Set the Product field Asset Amendment Behavior picklist to Allow Refund.
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49 of 65. Which two scenarios can be supported using Amendments? i |

Choose 2 answers eee


A. Add new Products; co-terminate to existing Contract Calculator
.@ Change quantities of existing Products; apply different discounts than original Quote { |
G: Change quantities of existing Products; maintain same discounts as original Quote | ‘|

D. Add new Products; use different End Date from existing Contract L . J
Pencil & Paper

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51 0f 65. Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products. | |
J

Calculator
How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions? ,

A. Set the Filter Value on the Add Subscriptions Search Filter to Hidden. | i |

B. Remove the Subscription flag from the Product's Search Filters Field Set. WSs |

Cc. Remove the Subscription flag from the Product's Search Results Field Set. il & Paper
D. Set the Filter Value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search
Filter to True. | —

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52 0f 65. Universal Containers (UC) sells a subscription Product, Monitoring Service. Although it is often sold in a bundle, UC wants to ensure that sales |
reps leave the quantity as 1 when it is sold outside of a bundle. [ J
Calculator
Which solution can UC apply? ,

A. Set Type to Accessory on the Product Option. P \) |

B. @ Set Max Quantity to 1 on the Product Option. WSs |


. Set Quantity Editable to FALSE on the Product. il & Paper

D. Set Default Quantity to 1 on the Product.


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54 0f 65. 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 the quantity is adjusted. [ J
Calculator
What is the likely cause? ,

A. The Renewal Price and the Net Price on the Upgraded Subscriptions are different values. | i |

BO The products have a Discount Schedule and Cross Order is unselected. WSs |
Cc. The Use Legacy Amend/Renew Service is TRUE in the package settings. il & Paper

D. The products’ Pricebook Entry prices were changed after the Contract was generated.
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55 of 65. Universal Containers 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. |
Calculator
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? US

A. Set the Product Family picklist on the Standard Warranty product's Product record to Services. Pencil & Paper
B. Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote. ne |

CO Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty = |
Order Product on the Order. (a |
BD. Ensure that the Standard Warranty Quote Line's Start Date and End Date match the Order's Start Date and End Date. el
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56 of 65. Universal Containers sells a bundle Product which 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. [ J
Calculator
What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration?

Choose 3 answers - |
Ag Change Option Layout to Tabs on the bundle Product. | ns yy
B. Change Enable Large Configuration to True on the bundle Product. | Sae

¢. Qo Group the Product Features of the bundle into tabs using the Category field. ares
D. Set System to True on the Product Options to be excluded from the Configurator. | tie |

E. Set Option Selection Method to Add on the Product Features. (a


J

You must select exactly 3 responses. Written


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57 of 65. 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. NG |
Calculator

How should the admin configure the Discount Schedule to meet this requirement? ‘Ns |

A. Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, il & Pa
and then select the User Defined checkbox. ESS
B. 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. = |
Cc; Set the Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, (a |
and then select the Use Price for Amount checkbox.
ng Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount Written |
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59 of 65. Universal Containers wants to show a custom text field with the API name Additional_Text__c on the Quote Document. This field already |
exists and is located on the Quote object. [ J

What is the correct syntax to insert this into an HTML Template Content?

A. {Iquote__r.Additional_Text__c}
B. {!SBQQ__Quote__r.Additional_Text__c}
co {!quote. Additional_Text__c}
D. {!ISBQQ__Quote__c.Additional_Text__c}

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60 of 65. How can an admin prevent users from reconfiguring a specific bundle after initial configuration? | |
J
A. Set the Configuration Type to Disabled.
B. Set the Active checkbox on Add Group Custom Action to False.

co Set the Configuration Type to Allowed and Configuration Event to Add.


D. Set the Configuration Type to Allowed and Configuration Event to Always.

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61 of 65. Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has |
configured this without cloning bundles or pricebooks. |
Calculator
A single quote can contain products for consumption anywhere in the country.

A custom object has been created to maintain a Price Multiplier per product per geographic area. The quote document should display the List is
Price of the appropriate geographic area. a

How should the CPQ specialist complete the configuration? Pencil & Paper
A. Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line. a |

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

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

D. o 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 ween
custom List Unit Price field on the Quote Line.

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62 of 65. Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval |
requests simultaneously when a Quote is submitted to reduce the time for Quote approval. [ J
Calculator
Which Approval type best suits UC’s needs? ,

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

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

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

nu. Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.
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63 of 65. Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes. Instead of having a separate |
|
SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration. J

Which CPQ functionality can the admin leverage to meet this requirement?

Ao Configuration Attributes
B. Option Constraints

G: Product Options

Dd. Product Features

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64 of 65. Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10,
its price falls to $50.
Single Book

The admin decides to use a Price Rule targeting the Configurator to implement this price change.

J
Multiple Books

©
Which minimum set of Price Conditions and Price Actions should the admin create for this Price Rule?

Ao © 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 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
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 the Unit Price field

One Price Condition using a Summary Variable counting Product A to verify that Product A is selected
9

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
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65 of 65. An admin at Universal Containers 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. [ J
Calculator
Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be different?

Choose 2 answers - |
A. The Quote Line's Product has Asset Conversion set to One Per Unit. | ns Sy

B. The Quote Line's Product has Pricing Method set to Block. | Sae

7g There is a Price Rule that changes the Quote Line's Quantity on the After Calculate event. ares
0g The Quote Line is on an amendment Quote and has a different Quantity from its original Quote Line. | a |

\
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assessment.

Assessment Summary
Number of Items Answered: 65
Number of Items Unanswered: 0
Number of Items Marked for Review: 7

Answers
1D 20 2.0 4.¢
a0 6.D LA 8.D
*9.6 10.A 11. AEC 12.4
13.8 14.0 15. BC 16. BAE
*17. CA 18. D 19.4 20.8
21.8 22.0 23. B 24.4
25.A 26.C 27.D *28. B
29.C 20. B 31.D 32. BD
33.0 34. AD 35.B 36.D
"37.6 38.8 39.¢ 40,4
4i.c 42. B 43. CDB 44.D
45.C 46.C 47.C 48.D
49, AB 30. B SLD *52. B
* 53.8 34. B 22.0 26. ECA
52.D 58. ABE 39.C 60.C
* 61.0 62.0 63.4 64.4
65. DC

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Time Taken: 89 minutes of 105 minutes total Multiple Books


Result: Pass
CPQ Platform: 57
Bundle Configurations: 70
Pricing: 100
Quote Templates: 40
Product Selection: 80
Orders, Contracts, Amendments, 50
and Renewals:
Products: 75
Approvals: 100
Congratulations! You have successfully completed the certification exam to become a Salesforce Certified CPQ Specialist. Welcome to the Salesforce worldwide community of
Certified Professionals!

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