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Salesforce CPQ-Specialist Salesforce Certified CPQ Specialist (WI23) Exam Practice Test

Salesforce Certified CPQ Specialist (WI23) Questions and Answers

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Question 1

What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?

Choose 2 answers

Options:

A.

Any group member may approve.

B.

Smart Approvals can exclude group members below the approval threshold.

C.

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

D.

All group members most approve.

Question 2

Product A has the 'One per Unit" option selected within the Asset Conversion pteklist. Users era reporting that when they modify the quantity for Product A on on amendment Quote, the following error displays:

"Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update."

What should the CPQ specialist do to ensure sales raps can edit the quantity of asset-based products within an amendment Quote?

Options:

A.

Set the Asset Amendment Behavior field value to "Default

B.

Set the Asset Amendment Behavior field value to "Allow Refund".

C.

Set the Asset Conversion field value to "One per Quote".

D.

Conversion field value to "None".

Question 3

Universal Containers sells a monthly subscription service with tiered pricing:

Which approach will allow the Quote Line's List Price to reflect these tiers?

Options:

A.

Set the Product's Pricing Method = List and Create Block Prices.

B.

Set the Product's Pricing Method = Block and Create Block Prices

C.

Create a Discount Schedule with Type = Range and Discount Unit = Price.

D.

Create a Discount Schedule with Type = Slab and Discount Unit = Amount.

Question 4

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 wants it to reflect the discounted prices.

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

Options:

A.

Update Percent of Total (%) on the hardware products to 10.

B.

Update Percent of Total Target on Warranty to Standard Warranty.

C.

Update Percent of Total Category on the hardware products to Hardware.

D.

Update Percent of Total Base on Warranty to Net Price.

Question 5

Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10.

Each region has some Products which are region-specific and unavailable to users from other regions. Managers can add Products to a sales rep’s Quotes that are inaccessible to other sales reps.

Which two steps should the Admin take to meet the business requirement? Choose 2 answers

Options:

A.

Add a Search Filter to the add Products Custom Action to filter Products based on the current user.

B.

Create a single Price Book with all Products. Share the Price Book with all users.

C.

Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.

D.

Use Product rules to hide Products from some sales reps.

Question 6

An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page.

Which updates should the Admin male to meet this requirement

Options:

A.

Update Option Layout on the parent Product record to Wizard.

B.

Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic

C.

Create feature to the parent product and assign all Option to one of the created features.

D.

Update option layout on the parent Product record to Sections.

Question 7

Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.

In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement?

Choose 2 answers

Options:

A.

Set the Conditional Print Field on the Line Column record.

B.

Include Monthly Price in the Quote Line Editor Field set.

C.

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

D.

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

Question 8

A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal

Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?

Options:

A.

Clone the original Quote and update Quote Type to Renewal.

B.

Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related

list.

C.

Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.

D.

Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.

Question 9

Universal Containers (UC) sells a product that Percent of Total to determine its price. UC wants to ensure that this product is always priced at a minimum of $100, even if the calculated amount falls under $100.

Which two steps should the Admin take to meet this requirement? Choose 2 answers

Options:

A.

Create a Price Book Entry of $100 for the product

B.

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

C.

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

D.

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

Question 10

Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF?

Options:

A.

Create a Quote picklist field named output Language, With language codes as values.

B.

Create Localization records for individual Quote Terms for all three languages.

C.

Enable “Allow Output in Different Languages” In the managed package settings.

D.

Set the Quote Term field Language to the desired output language for each Quote Term.

Question 11

Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.

How should the Admin set up the bundle to meet this requirement?

Options:

A.

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

B.

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

C.

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

D.

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

Question 12

The Edit Lines Field Set Name special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor?

Options:

A.

The fields that trigger a calculation event to occur.

B.

The fields that appear in the Quote Line Drawer.

C.

The Quote Line fields that are visible.

D.

The Quote fields that may be edited.

Question 13

The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.

How should an admin meet the requirement?

Options:

A.

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

B.

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

C.

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

for the Additional Discount Line Column.

D.

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

display it in the Quote Line Editor.

Question 14

Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor.

How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?

Options:

A.

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

B.

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

C.

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

D.

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

Question 15

A customer is implementing CPQ to support two languages.

Which two portions of text can be translated using the Salesforce CPQ localization object? Choose 2 answers

Options:

A.

Picklist values in the Product Family field on the Product object

B.

Configuration Attribute picklist values

C.

The Feature Name field on the Configure Products page

D.

HTML Template Content in the Quote document

Question 16

If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure

that another manager will receive Approval requests during the period in which the original

manager is absent?

Options:

A.

On the original manager's Approver record, reference a different manager's Approver record in

the Next Approver lookup field. Clear the Next Approver lookup field once the original manager

returns from leave.

B.

Create an Approval Rule with an Effective Start Date and Effective End Date spanning the

absence. Populate the Approver field of the rule with the substitute Approver, then add the rule to

the existing Approval Chain as the first step.

C.

On the original manager's Approver record, set the Delegated Approver lookup field to

reference a different manager's Approver record, and set the Delegation End field for the date of

the original manager's return.

D.

Create a new Approver record, with the Group ID field set to the ID of a Public Group that

contains all of the managers. On the original manager's Approver record, click the Replace button

and select the new Approver record.

Question 17

The Admin wants to ensure that within one bundle. Products A and B cannot both be added to the quote. During Configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than product B. Which setup should the Admin use to meet these requirements?

Options:

A.

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

B.

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

C.

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

D.

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

Question 18

When Product A is Added to a Primary Quote, sales reps can view the Quote Une and make adjustments. However, an Opportunity Une Item is missing for Product A after the Primary Quote has been saved.

What are two possible causes for this behavior?

Choose 2 answers

Options:

A.

Product A has 'Hidden'' set to TRUE.

B.

Product A has "Component" set to TRUE.

C.

Product A has "Optional" set to TRUE.

D.

Product A has "Exclude From Opportunity" set to TRUE.

Question 19

"UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote.

Which two represent a valid configuration to meet this requirement? Choose 2 answers

Options:

A.

Pricing Method set to Percent of Total and Subscription Pricing blank

B.

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

C.

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

D.

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

Question 20

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.

Options:

A.

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

B.

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

C.

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

D.

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

Question 21

Universal Containers 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?

Options:

A.

Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.

B.

Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.

C.

Create a Discount Schedule and add it to the Discount Schedule field on Product A.

D.

Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.

Question 22

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

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

What should the Admin configure to meet the requirement?

Options:

A.

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

B.

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

C.

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

D.

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

Question 23

A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets.

How should the user achieve this?

Options:

A.

Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.

B.

Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.

C.

Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

D.

Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price

Question 24

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.

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

A)

B)

Options:

A.

Option A

B.

Option B

Question 25

An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.

How should the Admin make the prices visible again?

Options:

A.

Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.

B.

Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.

C.

Go to the Product Option record and check if the Default Pricing Table field is set to Standard.

D.

Go to the Product Option record and check if the Price Editable field is False.

Question 26

An admin created a workflow rule to automatically generate the renewal Opportunity and Quote when a user activities the Contract. The Renewal Pricing Method is set to List. The original Quote contains only standalone fixed-price subscription products and non-subscription product.

What should the user see on the renewal Quote?

Options:

A.

Additional discounts from the original Quote will automatically populate on the renewal.

B.

The renewal Quote start date will be the Contract end date plus one day.

C.

Optional products from the original Quote will pull into the renewal.

D.

All Quote Line items will be pulled through from the original Quote.