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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Product Selection | 7% | - Search filters and field sets - Custom Actions for product selection |
| Topic 2: Quote Templates | 7% | - Template layout and component configuration - Quote document generation and customization |
| Topic 3: CPQ Platform | 23% | - Localization and multi-currency setup - Package-level settings and integration - CPQ data flow and object model - Price Rules design, configuration and troubleshooting - Permissions, record types, field sets and page layouts - Quote calculation sequence and pricing fields |
| Topic 4: Products | 11% | - Product attributes and configuration - Product catalog setup and maintenance - Product relationships and hierarchy |
| Topic 5: Approvals | 4% | - Native and Advanced Approvals setup - Approval process alignment with quoting workflow |
| Topic 6: Bundle Configurations | 17% | - Bundle structure setup - Options and feature setup - Product Rules configuration |
| Topic 7: Pricing | 16% | - Pricing strategies: Discount Schedules, Block Prices, Contracted Prices - Price methods and outcome determination - Subscription pricing and percent-of-total |
| Topic 8: Orders, Contracts, Amendments, and Renewals | 15% | - Usage of Orders, Contracts, Subscriptions and Assets - Amendment and renewal quotes - Order and contract generation |
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NEW QUESTION # 223
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.
Which field should be set for the Product Option A?
Answer: B
Explanation:
* Understanding the Requirement:
* Universal Containers needs Product Option A to be automatically included with Product B during the configuration.
* Sales reps should not be able to remove Product Option A.
* Salesforce CPQ Mechanism:
* The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.
* Field Behavior:
* When the Required checkbox is selected for a Product Option:
* The option is always included in the bundle configuration.
* Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.
* Configuration Steps:
* Navigate to the Product Option A record associated with Product B in Salesforce CPQ.
* Select the Required checkbox and save the changes.
* Ensure that no conflicting product or price rules exist that could affect this behavior.
* Field Alternatives and Clarifications:
* Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.
* Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.
* Selected: Preselects the option during configuration but still allows users to deselect it.
* Verification and Testing:
* Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.
* Attempt to remove Product A to confirm that it is not possible.
References:
Verified from Salesforce CPQ official guidelines on "Required" field functionality for Product Options.
NEW QUESTION # 224
Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price. Which CPQ package settings should UC use to meet the business requirement?
Answer: A
Explanation:
Requirement Overview:
Universal Containers wants to sell monthly subscriptions and round additional days up to the nearest month when calculating prorated prices.
Solution Details:
Subscription Term Unit = Month: Ensures that subscriptions are billed on a monthly basis.
Subscription Prorate Precision = Month: Rounds up additional days to the next month.
Steps to Configure:
Navigate to CPQ Package Settings > Subscription and Renewal Settings.
Set the Subscription Term Unit to Month.
Set the Subscription Prorate Precision to Month.
Save and test the configuration by creating a Quote with subscription products.
Validation:
Ensure that additional days are rounded up to the next month in the prorated pricing calculation.
NEW QUESTION # 225
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?
Answer: A,B
Explanation:
Requirement Overview:
Ensure the Renewal Quote is accurate and includes all renewable products from the original Contract.
Solution:
C). Renewal Quoted Checkbox:
Select the Renewal Quoted checkbox on the Contract to generate Renewal Quotes automatically.
D). Renew Contracts Button:
Use the Renew Contracts button from the Account's Contract Related List to create Renewal Quotes directly.
Steps to Configure:
Ensure the Contract is active and associated with the correct Account. Use either the Renewal Quoted checkbox or the Renew Contracts button to generate Renewal Quotes.
NEW QUESTION # 226
Admins at Universal Containers (UC) created an automation that selects the Renewal Forecast and Renewal Quoted checkboxes when a Contract is activated. However, UC has found that amendments to the contract fail to update the Renewal Opportunity. What is the explanation for this result?
Answer: D
NEW QUESTION # 227
When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Which settings should be used on the Price Rule and product option to meet these requirements?
Answer: B
Explanation:
To update Product Option B's quantity in real time when Product Option A is selected, a Price Rule must trigger dynamically in the configurator. Option A sets the Evaluation Scope to
"Configurator" (for real-time updates during configuration), the Configurator Evaluation Event to
"Edit" (triggering when edits occur), and "Apply Immediately" on Product Option B (ensuring its quantity updates instantly).
NEW QUESTION # 228
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