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Salesforce CPQ-Specialist Salesforce Certified CPQ Specialist (SP23) Exam Practice Test

Demo: 27 questions
Total 180 questions
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Salesforce Certified CPQ Specialist (SP23) Questions and Answers

Question 1

An admin has constructed a Price Rule that utilizes a Lookup Object and Lookup Queries. In a given scenario, two lookup records meet the Query criteria for a single Quote Line.

Which behavior can the admin expect in this scenario?

Options:

A.

The value from the second record sorted alphabetically by Name is applied to the Target Field.

B.

The Target Field maintains its original value and an error message appears in the Quote Line Editor.

C.

The value from the record that was created most recently is applied to the Target Field.

D.

The value from the first record sorted alphabetically by Name is applied to the Target Field.

Question 2

Universal Containers has a bundle with many Features. In one of these Features, Feature A, all Product Options share the same Discount Schedule.

How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?

Options:

A.

Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.

B.

Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount schedule.

C.

Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox as False on the Discount Schedule.

D.

Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as True on the Discount Schedule.

Question 3

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. Apply Immediately has been set on Product Option A. Which settings should be used on the Price Rule to meet these requirements?

Options:

A.

Evaluation Scope = Calculator

Calculator Evaluation Event = Save

B.

Evaluation Scope = Configurator

Configurator Evaluation Event = Edit

C.

Evaluation Scope = Calculator

Calculator Evaluation Event = Edit

D.

Evaluation Scope = Configurator

Configurator Evaluation Event = Save

Question 4

Hew should the admin ensure Universal Containers’ users can generate autput documents in Microsoft Word format?

A, Set the Allow Cutput Format Change checkbox an the Quote Template.

B. Set the Allow Qutput Format Change checkbox on each user in User Settings.

C. Create a second Quote Template in Microsoft Word format.

D. Create duplicate Template Sections in Microsoft Ward format.

Options:

Question 5

Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group.

Options:

A.

Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.

B.

Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.

C.

Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

D.

Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.

Question 6

Cloud Kicks (CK) has recently phased out Product Option X and is ne longer actively selling it ta new customers. New customers

can sign up for the current Product Option Y Instead.

Management has decided that CK will also migrate existing contracts to this new product versicn at renewal.

‘Which steps should the admin take to achieve this?

Options:

A.

Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecast

checkbox to TRUE an the Contract record.

B.

On the Subscription record, change the Product Lookup to refer to the new version of the Product.

C.

Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,

D.

Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.

Question 7

Universal Containers wants to quote a product that will persist until the customer cancels the subscription.

How should the admin set up this product so all downstream processes create perpetual subscriptions?

Options:

A.

Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.

B.

The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.

C.

The sales rep should create a Quote without an end date or a subscription term associated with it.

D.

The value Evergreen should be put into the Subscription Type field on the Product.

Question 8

A sales rep at Universal Containers Is configuring an amendment Quote. The original Quote featured a single annual Subscription with a Net Unit Price of $600, a Quantity of 10, and a Subscription Term of 24 months. Ten months into the term of the Contract, the sales rep wants to issue a prorated refund for the original purchase and quote a new, more expensive Subscription In its place.

Using the standard price waterfall, what is the expected Net Total of the amended Subscription once the Quantity is set to cr

Options:

A.

-S2S0

B.

-$2,500

C.

-$350

D.

-$3,500

Question 9

"UC Admin wants to prevent a Quote Term from being edited by non-admin users.

What should the Admin do to meet this requirement?

Options:

A.

On the Quote Term record, check the Read-Only checkbox.

B.

On the User Profile, make the object Read-Only."

C.

On the Quote Term object, make the Object Read-Only

D.

On the Quote Term record, check the Locked checkbox.

Question 10

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?

Options:

A.

Subscription Term unit: Month

Subscription Prorate Precision: Day

B.

Subscription Term unit: Month

Subscription Prorate Precision: Month

C.

Subscription Term unit: Month

Subscription Prorate Precision: Month + Daily

D.

Subscription Term unit: Day

Subscription Prorate Precision: Day.

Question 11

In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?

Options:

A.

One or more Price Condition records use a formula that references a non-CPQ object field.

B.

One or more Price Condition records have a lookup to a Summary Variable.

C.

The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.

D.

The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.

Question 12

An admin has a requirement within a specific bundle to ensure that Product 8 is automatically selected when the user selects Product A. The admin correctly configured a Product Rule to meet this requirement, however Product B remains unselected when Product A is checked.

What does the admin need to adjust so the Product Rule fires as expected?

Options:

A.

Set Apply Immediately to True on Product Option record for Product A.

B.

Set System field to True on Product Option record for Product B.

C.

Set System field to True on Product Option record for Product A.

D.

Set Apply Immediately to True on Product Option record for Product B.

Question 13

Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF?

Options:

A.

Create a Quote picklist field named output Language, With language codes as values.

B.

Create Localization records for individual Quote Terms for all three languages.

C.

Enable “Allow Output in Different Languages” In the managed package settings.

D.

Set the Quote Term field Language to the desired output language for each Quote Term.

Question 14

Universal Containers (UC) maintains a large Product catalog with more than 500 Products. Ten Products from various Product Famines are frequently requested and purchased by UC's customers and must be easy to find for users.

Mow should the admin meet the requirement?

Options:

A.

Set the Sort Order for each of the ten Product records to a numeric value that is greater than any other Product.

B.

Create a Custom Action with Search Filters that targets the Product Selection page to show only the ten Products.

C.

Create a Custom Action that targets the Product Configuration page for a bundle that contains the ten Products.

D.

Create a Global Action to clone a pre-made Quote containing the ten Products, and then refresh prices.

Question 15

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?

Options:

A.

Bundled

B.

Required

C.

Quantity Editable

D.

Selected

Question 16

Universal Containers wants to allow customers to return and receive credit for asset Products.

How should the admm meat the requirement?

Options:

A.

Set Asset Amendment Behavior to Allow Refund for the Product and set a negative Quantity on the Amendment Quote.

B.

Set Asset Amendment Behavior to Allow Refund for the Product and reduce the Quantity on the Amendment Quote.

C.

Edit the Quantity field on the Asset record to reflect the updated Quantity.

D.

Edit the Effective Quantity field on the Asset record to reflect the updated Quantity.

Question 17

An Admin at Universal Containers wants to set up a product bundle that dynamically generates SKUs depending on what their users choose during the selling process. Which three fields are required for this type of configuration?

Options:

A.

Component Code Position

B.

Custom Configuration Page

C.

Component Description Pattern

D.

Component Code

E.

Configured Code Pattern

Question 18

Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.

How can the Admin Configure the Shipping Plus Product record to meet this requirement?

Options:

A.

Set the Product’s Sort Order as the only null Sort Order of any Product.

B.

Set the Sort Order as the lowest numerical value of any Product’s Sort Order.

C.

Set the Product Code as the first alphabetically of any Product’s Product Code.

D.

Set the Product’s Product Code as the only null Product Code of any Product.

Question 19

Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.

What should the Admin do to simplify this process?

Options:

A.

Manually attach the PDF as an Additional Document on each Quote the sales rep sends.

B.

Add the PDF as a required Additional Document on the Quote Template.

C.

Upload the PDF into the Documents object folder named Output Attachments.

D.

Create an HTML Template Content record for the PDF and include it in a Template Section.

Question 20

Universal Containers (UC) has categorized its Products into three Product Families. When rendering a document, UC wants to separate the Products into different Line Item tables by Product Family.

How should the admin meet the requirement in the most efficient manner?

Options:

A.

Create a single Template Section, and use the Group Field functionality to ensure appropriate grouping by Product Family.

B.

Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Filter field.

C.

Create a single Template Section, and use the LineSortField special field to ensure appropriate grouping by Product Family.

D.

Create a Template Section for each Product Family, and set up the appropriate filtering within each section using the Conditional Print field.

Question 21

Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle

is difficult to configure due to a significant amount of scrolling to find the desired Features and Options.

What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration?

Choose 3 answers

Options:

A.

Set Option Selection Method to Add on the Product Features.

B.

Change Enable Large Configuration to True on the bundle Product.

C.

Set System to True on the Product Options to be excluded from the Configurator.

D.

Group the Product Features of the bundle into tabs using the Category field.

E.

Change Option Layout to Tabs on the bundle Product.

Question 22

A user has created an Amendment Quote. Opportunity Product records were created for only some Quote Lines.

What are two reasons that could explain this behavior?

Choose 2 answers

Options:

A.

Opportunity Products are only created for Quote Lines with a Net Total that Is different than 0.

B.

The Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings.

C.

The Price Book Entry of the Product has been set to Inactive.

D.

The Exclude from Opportunity checkbox on the Product has been set to TRUE.

Question 23

The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.

Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Options:

A.

Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.

B.

Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

C.

Create an HTML Template Content record with three tables to represent each Product Family.

D.

Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

Question 24

Universal Containers (UC) has products that will only be utilized as Product Options inside five different bundle products. When a user adds products to the Quote Line Editor, UC wants:

  • Bundle products to show in the Product Selection page.
  • Products that are Product Options of the bundles to be excluded from the Product Selection page.

How should the admin set up the bundle?

Options:

A.

Select the Component checkbox on any Product that is a Product Option for the bundles.

B.

Select the Hidden for any Product that is a Product Option for the bundles.

C.

Select the Selectbox on each product option and mark the Product inactive.

D.

Select the bundle on each Product option and mark the Product inactive

Question 25

If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure

that another manager will receive Approval requests during the period in which the original

manager is 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 substitute Approver, then add the rule to

the existing Approval Chain as the first step.

C.

On the original manager's Approver record, set the Delegated Approver lookup field to

reference a different manager's Approver record, and set the Delegation End field for the date of

the original manager's return.

D.

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.

Question 26

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

Options:

A.

Ensure the sales rep has Modify All in their profile.

B.

Ensure the sales rep is listed as the owner of the Order.

C.

Ensure the CPQ Orders package setting "Allow Multiple Orders" is selected.

D.

Ensure the Edit Order Products button is exposed in the Order Page Layout.

Question 27

What is the correct order of data import to load Quote Template in CPQ?

Options:

A.

Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions

B.

Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions

C.

Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions

D.

Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions

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Demo: 27 questions
Total 180 questions
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