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| Section | Weight | Objectives |
|---|---|---|
| CPQ Platform | 23% | - Price Rules design, configuration and troubleshooting - Package-level settings and integration - Permissions, record types, field sets and page layouts - Quote calculation sequence and pricing fields - CPQ data flow and object model - Localization and multi-currency setup |
| Quote Templates | 7% | - Template layout and component configuration - Quote document generation and customization |
| Approvals | 4% | - Native and Advanced Approvals setup - Approval process alignment with quoting workflow |
| Product Selection | 7% | - Custom Actions for product selection - Search filters and field sets |
| Pricing | 16% | - Subscription pricing and percent-of-total - Price methods and outcome determination - Pricing strategies: Discount Schedules, Block Prices, Contracted Prices |
| Products | 11% | - Product relationships and hierarchy - Product attributes and configuration - Product catalog setup and maintenance |
| Bundle Configurations | 17% | - Bundle structure setup - Product Rules configuration - Options and feature setup |
| Orders, Contracts, Amendments, and Renewals | 15% | - Order and contract generation - Amendment and renewal quotes - Usage of Orders, Contracts, Subscriptions and Assets |
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NEW QUESTION # 214
Universal Containers wants to quote a product that will persist until the customer cancels the subscription.
How should the admin set up this product so all downstream processes create perpetual subscriptions?
Answer: C
Explanation:
Requirement Overview:
* Universal Containers wants to create a subscription product that will persist indefinitely unless canceled by the customer.
Key Configuration:
* The Evergreen value in the Subscription Type field defines a perpetual subscription in Salesforce CPQ.
* Using a Price Rule ensures this field is dynamically set on each Quote Line for the product, automating downstream processes such as contract generation and order management.
Steps to Implement:
* Create a Price Rule targeting the Quote Line object.
* Set the Subscription Type field to Evergreen for the relevant Quote Lines.
* Activate and test the Price Rule to confirm the behavior.
NEW QUESTION # 215
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog. Which option is the most appropriate for the CPQ Specialist to suggest first?
Answer: C
Explanation:
Dynamic Features:
A Dynamic Feature allows administrators to automatically update or populate Product Options for a bundle based on defined rules and conditions.
Filter Product Rules:
Applying a Filter Product Rule ensures that only relevant or newly available products appear as options for the bundle. This reduces manual maintenance while keeping the bundle dynamic.
NEW QUESTION # 216
Universal Containers has a product that can either be sold In increments of one year or can be purchased by customers and priced per month until the customer cancels their subscription.
Which two actions should the admin take to set this product up so it can be renewed or last perpetually? Choose 2 answers
Answer: B,D
Explanation:
Requirement Overview:
A product needs to support both renewable subscriptions (annual) and evergreen subscriptions (monthly, lasting perpetually).
Solution:
C). Renewable/Evergreen: Set the Subscription Type field to Renewable/Evergreen to support both behaviors.
D). Default Subscription Term: Allow sales reps to define whether the subscription is sold monthly or annually by exposing the Default Subscription Term field in the Quote Line Editor.
Steps to Configure:
Navigate to the Product Record.
Set the Subscription Type to Renewable/Evergreen.
Add the Default Subscription Term field to the Quote Line Editor Field Set.
Validation:
Confirm that sales reps can toggle between selling the product monthly or annually.
NEW QUESTION # 217
Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the Support Feature.
How should the admin set up these requirements for the users?
Answer: D
Explanation:
Requirement Overview:
* Maintenance Feature: At least one Product Option must be selected.
* Support Feature: At least one and no more than two Product Options must be selected.
Key Configurations:
* Min Options = 1: Ensures users select at least one option.
* Max Options = 2: Ensures users cannot select more than two options.
Steps to Configure:
* Navigate to the Feature Record for Maintenance and set Min Options = 1.
* Navigate to the Feature Record for Support and set Min Options = 1 and Max Options = 2.
Validation:
* Test the bundle in the Quote Line Editor and verify the selection behavior for both Features.
NEW QUESTION # 218
Universal Containers has a bundle with many Features. In one of these Features, Feature A, all Product Options share the same Discount Schedule. How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?
Answer: C
Explanation:
Requirement Overview:
Universal Containers wants to aggregate the quantities of all Product Options in Feature A to determine the Discount Tier.
Key Configuration:
Assign the Discount Schedule to the Product Feature itself. Enable the Cross Orders checkbox to aggregate quantities across multiple orders or contracts.
Steps to Configure:
Navigate to the Product Feature record for Feature A.
Set the Discount Schedule field to the appropriate Discount Schedule.
On the Discount Schedule, check the Cross Orders box.
Validation:
Add multiple Product Options from Feature A to a Quote and verify that their quantities are aggregated for discount calculation.
NEW QUESTION # 219
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