Exam Flashcards
(243 cards)
Q1: While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button
after each set of changes is too slow. Management has asked the Admin to Streamline the Quote Line Editor
so calculations occur automatically after each change is made.
Which Managed Package setting should the Admin enable to meet this requirement?
A. Calculate Immediately
B. Use Legacy Calculator
C. Use Inactive Prices
D. Enable Quick Calculate
Calculate Immediately
Q2: In order to apply a filter to the results of a dynamic bundle, admins must create a supporting:
A. Product Rule
B. Price Rule
C. Custom Action
D. Product Option
A. Product Rule
Q3: Universal Containers wants their documents to be translated into multiple languages. The Admin has already
provided translations for the merge fields, but wants to create translations for the static text. What is the proper
structure of the variable that represents the translatable static text in Template Content?
A. {!Text.VariableName}
B. {$Data.VariableName}
C. {!Data.VariableName}
D. {$Text.VariableName}
A. {!Text.VariableName}
Q4: Approver records are not required when using dynamic approvers.
A. True
B. False
B. False
Q5: On a quote template, the Price line column has a template section “Price Line Items” defined. Which behavior
will the Admin observe when generating the output document?
A. “Price” line column will not appear for Included or zero price items.
B. “Price” line column will appear in multiple line item sections.
C. “Price” line column will not appear for other line items sections.
D. “Price Line Items: section will show only the “Price” Line column.
D. “Price Line Items: section will show only the “Price” Line column.
Q6: Which is the correct format for creating a subgroup label that dynamically pulls the subgroup field value if
grouping by Product Family?
A. Subtotal for {Product2.Family}
B. Subtotal for Family
C. Subtotal for {!Product2.Family}
D. Subtotal for {0}
D. Subtotal for {0}
Q7: 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?
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.
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.
Q8: 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?
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.
B. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote
related list.
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C*. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
Q9: Universal Containers is rolling out a new version of its Premier Support offering named Premier Pro. The sales
operation team wants to ensure that when a sales rep renew an existing Contract with Premier Support, it is
replaced with Premier Pro.
What does the Admin need to do to support this business requirement?
A. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
B. Create a Report of all Renewal Quotes with Premier Support Product and replace Quote Lines with
Premier Pro.
C. Create a Price Rule to replace Premier Support Quote Lines with Premier Pro.
D. Set the upgrade Target field on the Premier Support Product record to Premier Pro.
A*. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
Q10: An Admin created a picklist field on the Product Option object called Picklist123__c. The Admin created a
configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123__c. The Admin
selected Bundle Z during Product Selection and populated a value for Picklist123__c on the Configuration
Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value
populated in the Configuration Attribute has reverted.
How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is
reconfigured?
A. Create a Workflow Rule that updates the Product Option field upon entering configuration.
B. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field.
C. Create field Picklist123__c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration.
D. Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value pairs.
D. Configuration Attribute when the user enters configuration.
Create a Product Option formula field named AttributeMapping that returns a comma-separated string of
field name and value pairs.
Q11: 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?
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.
B*. Set the Sort Order as the lowest numerical value of any Product’s Sort Order.
Q12: An Admin is creating a Product Rule with an Advanced Condition.
How should the Admin reference a specific Error Condition record in the text of the Advanced Condition
field?
A. API name of the field in the Tested field.
B. Salesforce ID of the Error Condition record.
C. Value of the Index field.
D. Value of the Condition # field.
C*. Value of the Index field.
Q13: 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?
A. An Order without Order Products is created.
B. A second Order is generated with the remaining Quote Lines.
C. An error is thrown informing the user an order already exists.
D. The existing Order is updated with the remaining Quote Lines.
B*. A second Order is generated with the remaining Quote Lines.
Q14: Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the Support Feature.
How should the Admin set up these requirements for the users?
A. Set Min Options for Maintenance to one. Set Min Options to zero and Max Options to two for support.
B. Set Min Options for Maintenance to one. Set Min Options to one and Max Options to two for support.
C. Set Max Options for Maintenance to one. Set Min Options to zero and Max Options to two for support.
D. Set Min Options and Max Options to zero for Maintenance. Set Min Options to zero and Max Options to
two for support.
B*. Set Min Options for Maintenance to one. Set Min Options to one and Max Options to two for support.
Q15: To assign a specific Discount Schedule to an Account (that is active for a specified Start & End Date) you would create a:
A. Price Rule
B. Summary Variable
C. Contracted Price
D. Separate Sub-account
C. Contracted Price
Q16: Which of the following is not automated as part of the subscription process in Steelbrick?
A. Prices
B. Prorating
C. Co-terminating contracts
D. Renewal quote opportunity status
D. Renewal quote opportunity status
Q17: Universal Containers wants to default the value of the Location process input based on the location determined
on the Quote. How should the Admin fulfill this requirement?
A. Add the API name of the Location field on the Quote to the Default Field picklist on process input.
B. Create a Process Input field called Location and add the API name of the Location field on the quote to
its picklist.
C. Add the API name of the Location field on the Quote to the Default Field picklist on the quote process.
D. Create twin fields that map between the Location field on the Quote to the Location process input.
D. Create twin fields that map between the Location field on the Quote to the Location process input.
Q18: 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?
A. Configuration Attributes.
B. Product Options.
C. Product Features.
D. Option constraints.
A. Configuration Attributes.
Q19: UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a
quote.
Which two represent a valid configuration to meet this requirement?
Choose 2 answers
A. Pricing Method set to Percent of Total and Subscription Pricing blank
B. Pricing Method set to Custom and Subscription Pricing set to Custom
C. Pricing Method set to Percent of Total and Subscription Pricing set to Custom
D. Pricing Method set to List and Subscription Pricing set to Percent of Total
A. Pricing Method set to Percent of Total and Subscription Pricing blank
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D. Pricing Method set to List and Subscription Pricing set to Percent of Total
Q20: UC has a series of required PDF documents that need to be attached to their output document when
generated. These PDF files are already stored in Documents.
What should the Admin do on the Quote Template to meet this requirement?
A. Reference each PDF Document in Custom Template Content records.
B. Select the correct Documents Folder from the Documents field on the Quote Template
C. Create a new Additional Document on the Quote Template for each PDF document
D. Create a new Template Section for each PDF document.
C. Create a new Additional Document on the Quote Template for each PDF document
Q21: 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?
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.
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.
Q22: Which two objects could a discount schedule be applied and take precedence over discount schedule identified in a product feature?
A. Product
B. Product Option
C. Contracted Price
D. Segmented Product
B. Product Option
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C. Contracted Price
Q23: An Admin has pasted the Salesforce ID of an image into the Watermark ID field of a Quote Template, but the watermark image is absent from the rendered Document.
What is preventing the watermark from appearing?
A. The Quote’s Status field is equal to Approved.
B. The Watermark Shown Quote field is unchecked.
C. The Opportunity’s Stage field is equal to Closed/Won.
D. The image file type is PNG.
B*. The Watermark Shown Quote field is unchecked.
Q24: Summary Variables can be used in Rule Conditions.
A. True
B. False
A. True