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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Quote Templates | 7% | - Quote document generation and customization - Template layout and component configuration |
| Topic 2: Products | 11% | - Product catalog setup and maintenance - Product relationships and hierarchy - Product attributes and configuration |
| Topic 3: Pricing | 16% | - Subscription pricing and percent-of-total - Price methods and outcome determination - Pricing strategies: Discount Schedules, Block Prices, Contracted Prices |
| Topic 4: Bundle Configurations | 17% | - Bundle structure setup - Product Rules configuration - Options and feature setup |
| Topic 5: Product Selection | 7% | - Custom Actions for product selection - Search filters and field sets |
| Topic 6: Orders, Contracts, Amendments, and Renewals | 15% | - Order and contract generation - Usage of Orders, Contracts, Subscriptions and Assets - Amendment and renewal quotes |
| Topic 7: CPQ Platform | 23% | - Price Rules design, configuration and troubleshooting - Quote calculation sequence and pricing fields - Localization and multi-currency setup - Package-level settings and integration - CPQ data flow and object model - Permissions, record types, field sets and page layouts |
| Topic 8: Approvals | 4% | - Approval process alignment with quoting workflow - Native and Advanced Approvals setup |
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NEW QUESTION # 219
An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads. Which steps should the admin take to meet this requirement?
Answer: B
Explanation:
To set a dynamic default value for a Configuration Attribute when the configuration page loads, automation must populate the associated Product Option field automatically. Option A uses a Flow to update the Product Option field tied to the Configuration Attribute, triggered upon record creation (e.g., when the Quote Line is initiated), ensuring the value is set dynamically at page load. Option B (Price Rule) requires manual user action ("Apply Rules"), which doesn't meet the "moment the page loads" requirement. Option C (Quote formula field) isn't directly supported as a default source for Configuration Attributes without additional customization. Option D (Quote Line field with Price Rule) lacks real-time dynamism and alignment with page load timing. Salesforce CPQ documentation highlights Flows as a robust solution for dynamic defaults.
References: Salesforce CPQ Documentation - "Configuration Attributes" and "Using Flows in CPQ".
NEW QUESTION # 220
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
Answer: A,C
Explanation:
Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to "Net 30". Here's how to achieve this:
Step 1: Create a Monthly Price Line Column
* Navigate to Quote Templates in Salesforce CPQ.
* Select the relevant Quote Template.
* In the Line Columns related list:
* Create a new Line Column for "Monthly Price."
* Configure the desired settings for how the Monthly Price should display in the PDF.
Step 2: Create a Custom Formula Field
* Navigate to Setup > Object Manager > Quote.
* Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:
* Type: Formula (Checkbox).
* Formula Logic: IF(Payment_Terms__c = "Net 30", TRUE, FALSE).
* Replace Payment_Terms__c with the API name of the Payment Terms field.
This formula ensures the field returns TRUE only when Payment Terms equals "Net 30." Step 3: Configure Conditional Print Field on the Line Column
* Return to the Quote Template and edit the Monthly Price Line Column.
* Set the Conditional Print Field to Show_Monthly_Price.
* This links the visibility of the Monthly Price column to the custom formula field you created.
Step 4: Validate in Quote Document
* Generate a Quote Document for a Quote where Payment Terms are set to "Net 30."
* The Monthly Price column should appear in the PDF.
* Change the Payment Terms to a value other than "Net 30" and regenerate the document.
* The Monthly Price column should not appear.
Step 5: Optional Enhancements
* Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.
* Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.
By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column.
NEW QUESTION # 221
"UC Admin wants to prevent a Quote Term from being edited by non-admin users.
What should the Admin do to meet this requirement?
Answer: B
Explanation:
Requirement Overview:
* Prevent non-admin users from editing a specific Quote Term.
Key Configuration:
* The Locked checkbox on a Quote Term record ensures that the term is non-editable for all users except admins.
Steps to Implement:
* Navigate to the Quote Term record.
* Check the Locked checkbox.
* Save and test by logging in as a non-admin user to confirm editing is disabled.
NEW QUESTION # 222
Universal Containers has a customer account with specific pricing.
Which two individual actions could the Admin take to set up a Contracted Price for this customer?
Answer: C,D
Explanation:
Requirement Overview:
* A customer requires specific pricing for their account.
Solution:
* B. Contracted Price Record:
* Directly create a Contracted Price record related to the customer's Account.
* D. Contracted Checkbox:
* Select the Contracted checkbox on the Quote record to generate a Contracted Price automatically when the Quote is finalized.
Steps to Configure:
* Option B:
* Navigate to the Account and create a Contracted Price record for the specific Product and pricing.
* Option D:
* On the Quote, select the Contracted checkbox and ensure the Quote is synced to generate the Contracted Price.
NEW QUESTION # 223
Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers
Answer: A,C
Explanation:
Requirement Overview:
* Sales reps need to redistribute Order Products across multiple Orders.
Key Considerations:
* Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All) can edit an Order.
* Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow splitting or redistributing Order Products.
Steps to Enable:
* For Ownership:
* Confirm the sales rep is listed as the owner of the Order.
* For Package Settings:
* Navigate to CPQ Package Settings > Orders.
* Enable the "Allow Multiple Orders" checkbox.
Testing:
* Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify redistribution functionality.
NEW QUESTION # 224
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