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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: CPQ Platform | 23% | - Permissions, record types, field sets and page layouts - Package-level settings and integration - CPQ data flow and object model - Price Rules design, configuration and troubleshooting - Localization and multi-currency setup - Quote calculation sequence and pricing fields |
| Topic 2: Products | 11% | - Product relationships and hierarchy - Product attributes and configuration - Product catalog setup and maintenance |
| Topic 3: Bundle Configurations | 17% | - Options and feature setup - Bundle structure setup - Product Rules configuration |
| Topic 4: Approvals | 4% | - Approval process alignment with quoting workflow - Native and Advanced Approvals setup |
| 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: Product Selection | 7% | - Search filters and field sets - Custom Actions for product selection |
| Topic 7: Quote Templates | 7% | - Template layout and component configuration - Quote document generation and customization |
| 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 # 186
The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote Lines and then the team selects the Ordered checkbox.
What updates should the sales operations team expect?
Answer: A
Explanation:
Scenario:
* The Create Order button generates an Order with half the Quote Lines, and the Ordered checkbox is selected.
Outcome:
* When the Ordered checkbox is checked, remaining Quote Lines are eligible for a new Order. A second Order will be generated for the remaining lines.
Why Other Options Are Incorrect:
* A: An Order without Order Products is invalid in this scenario.
* C: No error is thrown because multiple Orders are allowed from the Quote.
* D: Existing Orders are not updated with new Quote Lines.
Salesforce CPQ Reference:
* The behavior of the Create Order button is detailed in CPQ Order Management documentation .
NEW QUESTION # 187
Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object. What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?
Answer: A
Explanation:
Understanding the Requirement:
Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.
The requirement includes avoiding warning messages when searching for Campaign records.
Salesforce CPQ Lookup Field Behavior:
When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).
To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results.
Steps to Implement the Solution:
Step 1: Navigate to the Campaign object in Salesforce Setup. Step 2: Go to the "Field Sets" related list and click "New." Step 3: Name the field set CPQ_Lookup (case-sensitive). Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).
Step 5: Save the field set.
Integration with the Quote Line Editor:
The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.
This ensures the lookup field operates without errors or warnings in the Quote Line Editor.
Key Considerations:
Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.
Test the lookup functionality in the Quote Line Editor to confirm smooth operation.
Validation:
Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results without warnings.
NEW QUESTION # 188
Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramify Y by 10% upon renewal.
Which two action should the admin take to ensure CPQ applies the correct price uplift?
Choose 2 answers
Answer: C,D
Explanation:
Requirement:
* Apply different uplift rates to Product Families X and Y upon renewal.
Solution Steps:
* Option A: Set the Renewal Uplift Rate on each Subscription record for Product Families X and Y.
* Option C: Configure the Account's Renewal Pricing Method as "Uplift" to enable uplift calculations during renewal.
Why Other Options Are Incorrect:
* B and D: These options fail to apply the correct rates at the Subscription or Product Family level.
Salesforce CPQ Reference:
* Uplift rates and Renewal Pricing methods are outlined in CPQ Renewal Configuration Guidelines .
NEW QUESTION # 189
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: C,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 # 190
An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.
How should the Admin make the prices visible again?
Answer: B
Explanation:
Issue:
* Prices are hidden on the Configure Products page due to restricted field visibility.
Solution:
* Adjust the Field-Level Security settings for the Unit Price field on the Product Option object to ensure visibility.
Why Other Options Are Incorrect:
* B: The Option Configuration Field Set affects configuration but does not control visibility.
* C & D: Default Pricing Table and Price Editable settings do not impact visibility on the Configure Products page.
Salesforce CPQ Reference:
* Managing field visibility is outlined in CPQ Field-Level Security documentation .
NEW QUESTION # 191
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