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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Quote Templates | 7% | - Quote document generation and customization - Template layout and component configuration |
| Topic 2: CPQ Platform | 23% | - CPQ data flow and object model - Quote calculation sequence and pricing fields - Permissions, record types, field sets and page layouts - Price Rules design, configuration and troubleshooting - Package-level settings and integration - Localization and multi-currency setup |
| Topic 3: Approvals | 4% | - Approval process alignment with quoting workflow - Native and Advanced Approvals setup |
| Topic 4: Products | 11% | - Product relationships and hierarchy - Product attributes and configuration - Product catalog setup and maintenance |
| Topic 5: Pricing | 16% | - Pricing strategies: Discount Schedules, Block Prices, Contracted Prices - Subscription pricing and percent-of-total - Price methods and outcome determination |
| Topic 6: Bundle Configurations | 17% | - Bundle structure setup - Options and feature setup - Product Rules configuration |
| Topic 7: Orders, Contracts, Amendments, and Renewals | 15% | - Amendment and renewal quotes - Usage of Orders, Contracts, Subscriptions and Assets - Order and contract generation |
| Topic 8: Product Selection | 7% | - Search filters and field sets - Custom Actions for product selection |
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問題 #102
Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level. Which two steps should the Admin take to fulfil this requirement?
Choose 2 answers
答案：A,C
解題說明：
Requirement Overview:
Admin needs to enable Additional Discounts at both the Quote and Group levels in the Line Editor.
Solution Steps:
For the Quote Object:
Navigate to Setup > Object Manager > Quote.
Locate the Line Editor Field Set.
Add the Additional Disc. (%) field to the field set.
For the Quote Line Group Object:
Navigate to Setup > Object Manager > Quote Line Group.
Locate the Line Editor Field Set.
Add the Additional Disc. (%) field to the field set.
Testing:
Open the Quote Line Editor and confirm the visibility of the Additional Discount fields at both levels.
問題 #103
Universal Containers offers a maintenance subscription, Product B, that is based on the price of a separate platform license subscription, Product A. The current configuration is:
Both Products are being quoted for a Term of 24 months. The List Unit Price for Product A is $200. The Net Total of Product A is $2,400.
What is the expected Net Total for Product B?
答案：A
解題說明：
Subscription Product Configuration:
* Product B uses the Percent of Total pricing model based on Product A's Net Price.
* Product B's Percent of Total Base is set to "Net," and its Percent of Total Target is set to Product A.
* Product B's Percent of Total (%) is configured as 10%.
Calculation:
* Product A Net Total = $2,400
* Product B Net Total = 10% of Product A Net Total = 2,400×0.1=2402,400 \times 0.1 = 2402,400×0.
1=240.
Salesforce CPQ Reference:
* Percent of Total pricing logic is described under Percent of Total Products .
問題 #104
A user renewing a Contract that was uploaded during a data migration. There is no Opportunity or Quote associated to the Contract. Aftar renewing the Contract, the user has noticed that the Price Book on the Renewal Opportunity and Quote is incorrect. What should the admin do to resolve this issue?
答案：C
解題說明：
When a user performs a contract renewal and finds that the Price Book on the Renewal Opportunity or Quote is incorrect, the issue often arises due to the absence of a Price Book reference on the original Contract. To address this, the Renewal Pricebook ID field on the Contract must be populated. This field ensures the correct Price Book is carried over during the renewal process.
Step 1: Understand the Renewal Pricebook ID Field
Field Location: The SBQQ__RenewalPricebookId__c field is on the Contract object. Purpose: It specifies which Price Book Salesforce CPQ should use for renewal quotes and opportunities created from the contract.
Without this field populated, Salesforce CPQ defaults to another Price Book, which can lead to inaccuracieste the Renewal Pricebook ID** Access the Contract Record:
Navigate to the relevant Contract record in Salesforce.
Edit the Contract:
Populate the Renewal Pricebook ID field with the 18-digit Salesforce ID of the desired Price Book.
This ID corresponds to the Price Book you want Salesforce CPQ to apply during renewals.
Save the Changes:
Ensure the field is correctly updated and the changes are saved .
Step 3: **
Attempt the renewal process again by clicking Renew on the Contract. Confirm that the Renewal Opportunity and associated Quote now reference the correct Price Book.
Step 4: Consider Automation for Future Accuracy
Automate Field Population:Use Process Builder or a Flow to automatically populate the Renewal Pricebook ID field based on the contract's associated Account or Opportunity. This reduces manual errors and ensures consistency.
Data Validation:Enforce validation rules to prevent contracts from being saved without a valid Renewal Pricebook ID .
By ensuring the Renewal Pricebook ID is coesolve the issue of incorrect Price Books during renewals and prevent similar occurrences in the future.
問題 #105
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes.
Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration.
What CPQ functionality can UC's Admin leverage to meet this requirement?
答案：B
問題 #106
"UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__c already exists and is located on the Quote object.
What is the correct syntax to insert this into an HTML Template Content?
答案：D
解題說明：
Field Location and API Name:
* The custom text field Additional_Text__c resides on the Quote object.
* In Salesforce CPQ, the correct syntax to reference fields in HTML templates is to use the merge field syntax appropriate to the object.
Syntax Explanation:
* {!quote.Additional_Text__c} directly references the field from the Quote object in a format recognized by the CPQ document generation engine.
* Alternative options such as {ISBQQ__Quote__r.Additional_Text__c} reference lookup relationships and do not apply here.
Salesforce CPQ Reference:
* As per the Quote Template Content documentation, use the merge fields directly associated with the object being utilized in the template .
問題 #107
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