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CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators Questions and Answers

Questions 4

Universal Containers has a custom Quote Line picklist, “Process.” The User will need to set this field for all non-subscription products added to the Quote Line Editor. How should the Admin customize the layout of the Quote Line Editor, so that the Process picklist appears?

Options:

A.

Update the EditLinesFieldSetName formula to return “Process” in the returned comma-separated stream.

B.

Edit the “Line Editor” field set on the Quote Line object and drag in the “Process” field.

C.

Edit the “Quote Line Layout” page and drag the Process field into the “Line Editor” section.

D.

Add the “Process” field to the “Line Columns” multi-select picklist on the Salesforce CPQ Installed Package settings.

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Questions 5

Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has

created a Product Rule with a Configuration Rule.

Which additional supporting records should the Admin configure so the Product Rule meets this requirement?

Options:

A.

An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product.

B.

An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software.

C.

An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products.

D.

An Error Condition should check the Product Family value on the Product Option record. A Product Action using the Filter Field should Hide the Products.

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Questions 6

Universal Containers (UC) is planning to end-of-life a subscription Product by preventing any new sales of the Product. UC wants to allow renewals if a customer has already purchased the Product.

How can the Admin meet this requirement?

Options:

A.

Delete the Product so it is unavailable for new business Quotes.

B.

Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product lookup.

C.

Create an end-of-life checkbox on the Product, then create a Search Filter to exclude any Product marked end-of-life from Product Selection.

D.

Deactivate the Product since CPQ allows inactive Products to be renewed.

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Questions 7

The Admin at Universal Containers recently created a new custom field referenced on the Target Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price Action failed to

populate the custom field. The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate.

How can the Admin ensure this custom field can be referenced by the calculator?

Options:

A.

The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules.

B.

Revoke the Advanced Calculator and re-authorize the Calculation Service.

C.

Rename the custom field label, then recreate the Price Action to reference the new field label.

D.

Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.

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Questions 8

Universal Containers wants to default information on the Quote Line from a Product field. How should this information be transferred?

Options:

A.

Create a cross-object formula field that stores the Product Field’s value in the Quote Line field.

B.

Create two fields with the same API name and type on the Product and Quote Line.

C.

Create a Price Rule that stores the Product field’s value in the Quote Line field.

D.

Create a Workflow Rule that stores the Product field’s value in the Quote Line filed.

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Questions 9

If a manager is taking a leave of absence, how can the Admin using Advanced Approval ensure that another manager will receive Approval requests during the period in which the original manager absent?

Options:

A.

On the original manager’s Approver record, reference a different manager’s Approver record in the Next Approver lookup field. Clear the Next Approver lookup field once the original manager returns from leave.

B.

Create an Approval Rule with an Effective Start Date and Effective End Date spanning the absence. Populate the Approver field of the rule with the subtitle Approver, then add the rule to the existing Approval chain as

the first step.

C.

Create a new Approver record, with the Group ID field set to the ID of a Public Group that contains all of the managers. On the original manager’s Approver record, click the Replace button and select the new Approver

record.

D.

On the original manager’s Approver record, set the Delegated Approver lookup field to reference a different manager’s Approver record, and set the Delegated End field for the date of the original manager’s return.

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Questions 10

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? Choose two answers.

Options:

A.

Clone the original Quote and update Quote Type to Renewal.

B.

Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related list.

C.

Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.

D.

Create Renewal Quotes using the Renew Contracts button from the Account’s Contract Related list.

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Questions 11

Universal Containers has Quote Terms specific to Product X and separate Quote Terms specific to Product Y. The Admin has created an output document with separate Template Sections for each set of Quote Terms. Each Template Section references a separate Template Content record. Which tasks should the admin complete to ensure Quote Terms for Product X and Y appear separately in the output document?

Options:

A.

Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product Y.

B.

Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product Y.

C.

Set the Template Content field for all Product X Quote Terms to the Product X Template Content record; repeat for Product Y.

D.

Delete the second Template Section and set the Group field on the remaining Template Section to SBQQ__ProudctCode__c.

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Questions 12

Which two objects could a discount schedule be applied and take precedence over discount schedule identified in a product feature?

Options:

A.

Product

B.

Product Option

C.

Contracted Price

D.

Segmented Product

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Questions 13

The Admin wants to display specific customer information from the Account object onto the output document. Which object should this information be referenced on to be pulled into an HTML Template Content record?

Options:

A.

Quote Line

B.

Quote

C.

Opportunity

D.

Template

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Questions 14

A Universal Containers User states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the Admin check to ensure the Configuration Attribute value is properly saved?

Options:

A.

A twin field must be created on the Quote object.

B.

A twin field must be created on the Product Option object.

C.

A twin field must be created on the Product object.

D.

A twin filed must be created on the Quote Line object.

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Questions 15

MDQ products are automatically removed from normal Line Item tables whenever an output document includes an MDQ specific table layout in another section

Options:

A.

True

B.

False

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Questions 16

Universal Containers has a quote with the following Process Inputs. The Admin wants questions that change dynamically based on answers to previous questions. For the first question, if the answer to “What business problem are you solving” is: Consolidated IT, then Server Types should be shown as the only next question. If the answer is “Manage Time & Express,” then Deployment Options and Commercial Segment should be shown and Server Types should be hidden. How should the quote process be set up to meet this requirement?

Options:

A.

Create a Process Input Condition on Business Solution where Server Types equals Consolidated IT. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.

B.

Create a Process Input Regulation on Server Types where Business Solution equals Consolidated IT. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.

C.

Create a Process Input Condition on Server Types where Business Solution equals Consolidated IT. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions equals Manage Time & Expense.

D.

Create a Process Input Condition on Server Types Where Business Solution equals Consolidated IT. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions equals Manager Time & Expense.

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Questions 17

Universal Containers has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the Net Price of all Shipping Container products added to the Quote.

When generating a partial Order via the Create Order button, the Admin notices the Standard Warranty was absent from the Order Product selection page.

What should the Admin do to allow the Standard Warranty product to create an Order Product?

Options:

A.

Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.

B.

Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.

C.

Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.

D.

Set the Product Family picklist on the Standard Warranty product’s Product record to Services.

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Questions 18

At Universal Containers, each storage container is configured as a bundle. An important property of the bundle is cubic volume. The volume selected at the bundle level must match the volume of every Product Option.

Which two actions must the Admin take to allow a sales rep to choose a volume that will apply to all Product Options? Choose 2 answers

Options:

A.

Set up a Lookup Price Rule referencing a custom object.

B.

Create a Feature level Configuration Attribute.

C.

Set the Configuration Attribute with Apply to Product Options to True.

D.

Create a bundle level Configuration Attribute.

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Questions 19

Approver records are not required when using dynamic approvers.

Options:

A.

True

B.

False

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Questions 20

An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted.

Which setting should the Admin change to meet the business requirement?

Options:

A.

Set the Product field Asset Conversion picklist to One per Unit.

B.

Set the CPQ Package setting Renewal Model to Asset Based.

C.

Set the Account field Renewal Model to Asset Based.

D.

Set the Product field Asset Amendment Behavior picklist to Allow Refund.

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Questions 21

An Admin at Universal Containers wants to configure a bundle with multiple features and have the product code of all options displayed in a single field for easy rendering on the quote document. What should the Admin do to achieve this?

Options:

A.

Write a custom trigger.

B.

Use package product code.

C.

Create price rules and formula fields.

D.

Combine roll-up fields with formula fields.

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Questions 22

Universal Containers wants to prevent users from selecting a Product Option when a conflicting one has been chosen. The Product Options that should not be selected should not be displayed to the users. The Admin needs to set up a Product Selection Rule to meet this requirement. Which Type should be used for the product Action?

Options:

A.

Hide

B.

Disable

C.

Hide and Remove

D.

Disable and Remove

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Questions 23

What additional field is required for all records when using Approval Variables vs. Summary Variables?

Options:

A.

Net Variable

B.

Combine With

C.

Type

D.

List Variable

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Questions 24

What are two ways Salesforce CPQ Advanced Approvals support obtaining approval from a group in a single Approval Step? Choose 2 answers

Options:

A.

All group members must approve.

B.

Any group member may approve.

C.

Approval must be obtained from one group member at a time.

D.

Smart Approvals can exclude group members below the approval threshold.

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Questions 25

A user is quoting four subscription Products: Product A, Product B, Product C, and Product D.

Product A and B are in Quote Line Group 1, while Product C and D are in Quote Line Group 2.

The Quote’s Start Date is June 4, 2020. The Quote’s End Date is June 3,2021.

The user wants Product A and B’s Subscriptions to end on June 3, 2021, and Product C and D’s Subscription to end on December 3, 2021.

Which two methods could the user apply individually to meet the requirement? Choose 2 answers

Options:

A.

Change the Subscription Term on the Quote Lines for C and D to the value 18.

B.

Change the End Date on Quote Line Group 2 to December 3,2021.

C.

Change the End Date on the Quote Lines for C and D to December 3, 2021.

D.

Change the Subscription Term on Quote Line Group 2 to the value 18.

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Questions 26

"UC sells Product A with a tiered pricing model using a discount schedule with three discount tiers. They signed an agreement with their client ACME Tools that give this client a 50% discount on Product A with a flat rate for next calendar year.

Which set of actions would meet these requirements?

Options:

A.

Create a price book specific to ACME Tools with a price book entry at half the price for Product A and create a workflow rule that assigns this price book to all opportunities for ACME Tools."

B.

Create a price rule that clears the discount schedule and injects 50% into the Additional Discount field on the quote lines for Product A when the account associated with the quote is ACME Tools.

C.

Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record.

D.

Create a price rule that applies the 50% discount to the list price and injects it into the Customer Price field on the quote line when the account associated with the quote is ACME Tools.

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Questions 27

Which type of Discount Schedule would you select if you wanted a blended discount rate applied across all units?

Options:

A.

Range

B.

Markup

C.

Slab

D.

Block

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Questions 28

Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote.

At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?

Options:

A.

The Save or Quick Save buttons are clicked.

B.

Override values are subject to Discount Schedule updates made by the Admin.

C.

The Opportunity status has changed to Proposal/price Quote.

D.

The Quote status has changed to Approved.

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Questions 29

Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.

The maintenance product has been updated to be priced Of Total and the percentage has been set.

How should the product records be altered to meet this requirement?

Options:

A.

Set the maintenance product Include in Percent of Total to True. On all storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.

B.

Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.

C.

Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.

D.

subscription products, set the Percent Of Total Category to Storage.

E.

Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.

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Questions 30

Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?

Quote line field values:

*List price: $100

*Quantity: 5

Discount Schedule field values:

*Type: Slab

*Discount Unit: Percent

Options:

A.

$480.00

B.

$450.00

C.

$500.00

D.

$470.00

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Questions 31

Universal Containers has a new product that they wish to include in one of their bundles. When a User is configuring the bundle, however, the product does not show up. No Product Rules have been configured in this Org. What is a plausible explanation for why this Product is not present?

Options:

A.

No Price Book Entry is in this Quote’s currency.

B.

The Product’s “Hidden” field is set to True.

C.

The Price Book Entry for this Product is zero

D.

The” Quote Line Visibility” field is set to “Never.”

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Questions 32

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

Options:

A.

Set the Conditional Print Field on the Line Column record.

B.

Include Monthly Price in the Quote Line Editor Field set.

C.

Create a custom formula Indicating if the Payment Terms are Net 30.

D.

Create an additional Line Items section without the Monthly Price field.

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Questions 33

An Admin at Universal Containers has observed that the value in the Quantity field on an Opportunity Product is different from the value in the Quantity field in its associated Quote Line.

Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be different? Choose 2 answers

Options:

A.

The Quote Line is on an amendment Quote and has a different Quantity form its original Quote Line.

B.

There is a Price Rule that changes the Quote line’s Quantity on the After Calculate event.

C.

The Quote Line’s Product has Pricing Method set to Block.

D.

The Quote Line’s Product has Asset Conversion set to One Per Unit.

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Questions 34

Universal Containers wants to calculate the net amount of all hardware products on a quote. For this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote field. Which picklist value(s) from the Calculator Evaluation Event field should be selected for this price rule?

Options:

A.

Before Calculate and On Calculate

B.

After Calculate

C.

On Calculate

D.

On Calculate and After Calculate

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Questions 35

Universal Containers wants to introduce a new product as an add-on item for an existing bundle that its customers can purchase on a yearly basis. The price of the product will be 15% of the combined prices of the other products and should not contribute value to other Percent of Total subscription products. Which configuration is a valid way to set up this new product?

Options:

A.

Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: False, Subscription Term: 1

B.

Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12

C.

Subscription Pricing: Percent of Total, Percent of Total (%): Exclude from Percent of Total: False Subscription Term: 1

D.

Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: True, Subscription Term: 12

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Questions 36

An admin created a dynamic bundle and needs a Product Rule to limit which products users see when configuring the bundle.

Which type of Product Action should the Admin create to ensure that only a specific set of products may be selected for the dynamic bundle?

Options:

A.

Optional filter

B.

Show

C.

Default filter

D.

Enable

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Exam Code: CPQ-211
Exam Name: Salesforce CPQ Admin Essentials for Experienced Administrators
Last Update: May 4, 2024
Questions: 243
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