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

The selected value is saved to the quote line field.

An error message appears that prevents saving the configuration.

The Save button is gray and unavailable In the configurator.

A null value is saved to the quote line field.

Bundled

Required

Quantity Editable

Selected

Add a partner to the Partner on the Quote record.

Create a Contracted Price record related to an Account record.

Populate the Generate Contracted Price field on a Quote record.

Generate a Contracted Price via the Contracted checkbox on the Quote record

Core Salesforce Quote object

CPQ Quote Line object

Opportunity object

CPQ Quote object

On the Quote Term record, check the Read-Only checkbox.

On the User Profile, make the object Read-Only."

On the Quote Term object, make the Object Read-Only

On the Quote Term record, check the Locked checkbox.

The Hidden checkbox on the Product record is set to TRUE.

The Add Products button has a Custom Action Condition associated to it.

The Component checkbox on the Product record is set to TRUE.

The Add Products button has a Search Filter associated to it.

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

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

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

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

When creating the Product record, the SBQQ__SubscriptionType__c field and the

SBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the Quote

Line record to define the number of months of Support requested by the customer.

A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the

SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support

requested by the customer.

When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use the

SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support

requested by the customer.

When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Use

the SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months of

Support requested by the customer.

Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.

Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount schedule.

Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox as False on the Discount Schedule.

Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as True on the Discount Schedule.

Set Next Automated Approver Determined By to Manager on the Approval Process.

Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.

Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.

Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.

One Price Condition verifying that the SBQQ__ProductName__c field on the Product Option object is equal to “Product A”.

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10.

One Price Action to inject the value 50 into Unit Price field.

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

One Price Action to inject the value 10 into the Quantity field.

One Price Action to inject the value 50 into the Unit Price field.

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10

One Price Action to inject the value 10 into the Quantity field.

One Price Action to inject the value 50 into the Unit Price field.

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

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10

One Price Action to inject the value 50 into the Unit Price field.

Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.

Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".

Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".

Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.

Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.

Create a Process Builder to update the Product Option field that is used for the Configuration

Attribute value. Set the process to trigger upon new record creation.

Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.

Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.

Set the Asset Amendment Behavior field value to "Default

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

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

Conversion field value to "None".

Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.

Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

Create an HTML Template Content record with three tables to represent each Product Family.

Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

Create a formula field that leverages the IMAGE function.

Create an integration between the CMS and Salesforce.

Create a Rich-Text Area field and store the image value.

Create a Hyperlink field that storms the URL of the image.

Ensure the Quote’s Account lookup is populated.

Ensure the Opportunity’s Primary Quote lookup is populated.

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

Ensure the Quote’s Opportunity lookup is populated.

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

Create a bundle with a Configuration Attribute.

Create multiple bundles with validation Product Rules.

Create a Hidden Filter in Product Selection based on Profile.

Create a Filter Product Rule.

$50

$225

$273

$23

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

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

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

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

Move the Clone and Delete actions into the Quote Line Editor drawers.

Change the Actions Column Placement in package settings to Left.

Update the Custom Action Location to left.

Set a lower value in the Display Order field in the Custom Action record.

Set Asset Conversion for each downloadable Product to null.

Set Asset Conversion for each downloadable Product to a custom value.

Set Asset Conversion for each downloadable Product to One per unit.

Set Asset Conversion for each downloadable Product to One per Quote Line.

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

Update Percent of Total Target on Warranty to Standard Warranty.

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

Update Percent of Total Base on Warranty to Net Price.

Create a Summary Variable summing the Quantity field on Asset records for Product A and create a

Price Condition verifying that the Summary Variable is greater than the value 0.

Create a Summary Variable summing the Quantity field of Product A from Quote Lines and create a Price Condition verifying that the Summary Variable is greater than the value 1.

Create a Summary Variable counting the Asset records for Product A and create a Price Condition verifying that the Quantity field on the Quote Line is greater than the Summary Variable.

Create a Summary Variable counting the Asset records for Product A and create a Price Condition with the Tested Field value set to Quantity and the Tested Object value set to Asset is greater than the value 0.

All Products with Price Book Entries in all Active Currencies.

All Products with Price Book Entries when Dated Exchange Rates are enabled.

All Products with Price Book Entries with a positive Price.

All Products with Price Book Entries in the Opportunity/Quote Currency.

Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

Quotes within defined thresholds will be automatically approved.

Quotes with multiple steps in the approval chain go directly to the highest approver required.

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

Products, attributes, options, rules

Products, options, attributes, rules

Products, attributes, rules, options

Attributes, products, options, rules

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the Selected field to True.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the System field to True.

Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.

Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.

On both Product Option records, set the Required field to True.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the Bundled field to True.

Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0.

The Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings.

The Price Book Entry of the Product has been set to Inactive.

The Exclude from Opportunity checkbox on the Product has been set to TRUE.

Remove the Product's Pnce Book Entry, then set Unit Price on the Product Option record.

Ensure that the Configuration Event field on the Product is set to Always.

Ensure that the Component checkbox on the Product is set to TRUE.

Create a Product Rule with a Remove action when the Product i* sold a la carte.

Optional filter

Show

Default filter

Enable

The Save or Quick Save buttons are clicked.

Override values are subject to Discount Schedule updates made by the Admin.

The Opportunity status has changed to Proposal/price Quote.

The Quote status has changed to Approved.

The Configuration Rule must be associated with Product records used in Product Actions.

The Configuration Rule must be associated with the Product Feature used within the bundle.

The Configuration Rule must be associated with the Product Option records used in Product Actions.

The configuration Rule must be associates with the Parent Product in the bundle.

Set the Product’s Sort Order as the only null Sort Order of any Product.

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

Set the Product Code as the first alphabetically of any Product’s Product Code.

Set the Product’s Product Code as the only null Product Code of any Product.

Create a Quote formula field named StartSegment_c that returns 0.

Set the Price Dimension's Type to One-Time.

Set the Product's Default Pricing Table to Standard.

Set the Display Order of the Desegment Line action to 1.

The total number of records on the lookup object.

The total number of lookup objects.

The total number of quote lines on the quote.

The total number of fields on the lookup object.

The total number of lookup queries.

Constrained Option

Optional SKU

Constraining Option

Configured SKU

Regular Pnce of $150

Regular Price of $75

Regular Price of $200

Regular Price of $100

Add the Cost to the Product's Price Book Entry Cost field. ^

Use a Price Rule to set the Cost field on the Quote Line.

A Create a Cost record in the Product's Costs related list.

Add a Cost Discount Schedule to the Products Discount Schedule related list.

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

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

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

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

Expose the Subscription Type field in the Quote Like Editor, allowing sales reps to choose between Renewable and Evergreen.

Set the product up to use the Renewable value in the Subscription Type field.

Set the product up to dfe the Renewable/Evergreen value in the Subscrlption Type field.

Expose the Default Subscription Term field in theOuote Line Editor, allowing the sales reps to choose between selling monthly or annually.

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

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

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

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

Check the Component checkbox.

Set the Product Family value to Accessory.

Check the Hidden checkbox.

Include lid Products in the description of container Products.

Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.

Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the “Number” filed.

Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering.

Create two Product Options, Maintenance and Support. The Support option should have a lower value in the “Number” field.

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

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

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

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

{!quote.Additional_Text__c}

{Iquote__r.Additional_Text__c}

{ISBQQ__Quote__r.Additional_Text__c}"

{ISBQQ__Quote__c.Additional_Text__c}

• Subscription Term: 12

• Subscription Type: One-Time

• Subscription Pricing: Fixed Price

• Subscription Term: 1

• Subscription Type: One-Time

• Subscription Pricing: Percent of Total

• Subscription Term: 1

• Subscription Type: Evergreen

• Subscription Pricing: Percent of Total

• Subscription Term: 12

• Subscription Type: Evergreen

• Subscription Pricing: Fixed Price

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

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

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

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

The value from the second record sorted alphabetically by Name is applied to the Target Field.

The Target Field maintains its original value and an error message appears in the Quote Line Editor.

The value from the record that was created most recently is applied to the Target Field.

The value from the first record sorted alphabetically by Name is applied to the Target Field.

Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.

Add the Product Family field to the Search Results Field Set on the Product object.

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

Select Product Family in the Product Results Group Fleld Name field In Additional Settings.

A twin field must be created on the Quote object.

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

A twin field must be created on the Product object.

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

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

Evaluation Scope = Calculator

Calculator Evaluation Event = Save

Evaluation Scope = Configurator

Configurator Evaluation Event = Edit

Evaluation Scope = Calculator

Calculator Evaluation Event = Edit

Evaluation Scope = Configurator

Configurator Evaluation Event = Save