Universal Containers sells their subscription products only in whole months. The Users at Universal Containers are sometimes entering values into Start Date and End Date and leaving Subscription Term blank. They are finding that subscription pricing is not working as they would expect because the dates they are choosing do not equate to exact months. This leads to pricing that may be a few cents or even a few dollars off. The Admin would like to find a solution that does not require forcing the users to use Subscription Term. What should be done so that the pricing is rounded to the expected value? In the package settings, set Subscription Prorate Precision to Monthly. On the Quote object, set the Subscription Prorate Precision field to Monthly. Create a Price Rule which rounds the Prorate Multiplier to the nearest whole value. Create a Price Rule that takes the user-entered date and calculates a rounded Term.
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? Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: False, Subscription Term: 1 Subscription Pricing: Percent of Total, Percent of Total (%): 15%, Exclude from Percent of Total: True, Subscription Term: 12 Subscription Pricing: Percent of Total, Percent of Total (%): Exclude from Percent of Total: False Subscription Term: 1 Subscription Pricing: Fixed, Percent of Total (%): 15%, Include in Percent of Total: True, Subscription Term: 12.
Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently create Quotes which are longer than this period. When adding this Product to these Quotes, however, the Prorated List Price is the same as the List price. Which action should the Admin take to correct the issue? Populate Subscription Pricing on the Product. Populate Subscription Pricing on the Quote Line. Check "Enable Proration" on the Quote. Populate Default Subscription Term on the Quote Line.
Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle. The products are in separate features and there is no clear indication that they must be sold together. They implemented a Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly. What other approach should the Admin take to fulfill this requirement?
Create an Option Constraint with Type: Add. Create a Configuration Price Rule to add Product B. Create a Product Selection rule to add Product B. Create an Option Constraint with Type: Dependency.
A User creates a quote with these details: No subscription pricing products. Default Product record fields have not been altered. Renewal Model is Contract based. The Quote has been contracted. Which records will be generated? Assets will be created on the opportunity for each product in the quote. A contract will be generated with subscription for each product in the quote. Assets will be created on the account for each product in the quote. A contract will be generated with no subscriptions for each product in the quote.
An Admin has created a Configuration Attribute on the Product A bundle, and now needs an Identical Configuration Attribute on the Product B bundle that saves its value into the same Quote Line field. Which tasks should the Admin complete to meet this business requirement? Check "Apply to Product Options" on the existing Configuration Attribute, then make Product B an option of Product A. Create a second Configuration Attribute on Product B, no further administration required. Create a second Configured Product record for Product B on the existing Configuration Attribute. Create a second Product Option field with identical values, then create a second Configuration Attribute on Product B.
How should the Admin set up the Quote Template to meet this requirement? Universal Containers has quotes that have multiple Quote Lines for the same Product. They require all Products with the Product Name to be combined and summed into one line on the Quote Document. Set the Roll up Field to be Product. Set the Group Field to be Product. Set the Sub Group Field to be Product Set the Total Field to be Net Total.
The Admin at Universal Containers is receiving an "Attempt to de-reference a null object" error when generating a Quote Document after adding the following section to display line items with the Product Family Setup Fees: What change needs to be made to resolve this error? Filter Field must be the field name Product Family. Filter Value should have quotations around Setup Fees More than one-line volume must apply only to this section. Filter Operator must be populated with Equals.
The Admin wants quote Terms to display on an output document which includes existing admin-created sections. Which object records should the Admin create for the output document? Quote Term, Template Section, Terms and Conditions Quote Term, Template Content with Type set to HTML, Template Section Quote Term, Template Content with Type set to Quote Terms, Terms and Conditions Quote Term, Template Content with Type set to Quote Terms, Template Section.
A User at Universal Containers has created a new quote on Opportunity Z, which includes a fixed price subscription product. The Opportunity has been updated to Closed/Won, and the "Contracted" checkbox is marked TRUE; however, the contract is not generated. Which fields are likely causing the issue? Primary and Subscription Term Primary and Start Date Primary, Subscription Term, and End Date Subscription Term and End Date.
Bundle A has four Product Options within Product Feature A: Products A, B, C, and D. When Bundle A is added to a Quote? How should the Admin set up a Discount Schedule so that the quantities of all Product Options on this Quote are aggregated? Set the Discount Schedule on Product Feature A and mark the "Cross Products: Checkbox as TRUE. Set the Discount Schedule on Product Feature A and mark the "Cross Products" Checkbox as FALSE. Set the Discount Schedule on the Product Option records and mark the" Cross Products" checkbox as TRUE Set the Discount Schedule on the Product Option records and mark the "Cross Products" checkbox as FALSE.
Universal Containers has a requirement to set a maximum discount approval threshold for the User. This Threshold is a calculated value based on data held in a Custom Object. The Admin has determined that this will require two price rules. The first rule is a lookup rule that Pulls a value from a custom object record and set it to a custom field on the quote line. The second price rule evaluates if the custom field is populated, and if so, it calculates the maximum discount threshold using that value. Both Price Rules have Evaluation Events set to On Calculate. The Second Price Rule is not running. How should the Price Rules be altered so that the second Price Rule will run? Both Price Rules must be moved to the Before Calculate Evaluation Event. The order of the Price Action for the first Price Rule must be earlier than that of the second. The second Price Rule must have the same Evaluation Order as the first. The second Price Rule must be in a later Calculator Evaluation Event.
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? Add the API name of the Location field on the Quote to the Default Field picklist on process input. Create a Process Input field called Location and add the API name of the Location field on the quote to its picklist. Add the API name of the Location field on the Quote to the Default Field picklist on the quote process. Create twin fields that map between the Location field on the Quote to the Location process input.
Universal Containers has Terms and Conditions it wants to include in documents sent to customers. The Admin is tasked with creating conditional Quote Terms to meet this requirement. Which two options could a condition be tested against in order to determine which Quote Terms will be included on the output document? Quote Line fields Summary Variables Quote fields Product fields.
An Admin at Universal Containers wants to map configuration attribute values to the quote line in a customer's product catalog. Assuming the field mapping is correct, which setup will prevent the configuration attribute value from being stored on the non-bundle quote line?
Select an answer: On the Configuration Attribute, "Apply to Product Options" is not selected. A selection rule is being used to hide a configuration attribute value. On the Configuration Attribute, "Hidden" is selected. The user chose a configuration attribute value that cannot be mapped.
Universal Containers wants to default information on the Quote Line from a Product field. How should this information be transferred?
Choose an Answer: Create a Price Rule that stores the Product field's value in the Quote Line field. Create a Workflow Rule that stores the Product field's value in the Quote Line field. Create two fields with the same API name and type on the Product and Quote Line. Create a cross-object formula field that stores the Product Field's value in the Quote Line field.
A User at Universal Containers created a quote containing two products. Product A is marked as Include in Percent of Total, with Subscription Pricing blank. Product B has Subscription Pricing set to Percent of Total. When the Contract is renewed, both products are shown in the renewal quote, but Product A has a Net Total of zero. Which reason explains why Product A does not have a non-zero total? The Asset Conversion behavior on the Product must be set to Allow Renewals. Product A is an Asset that the Customer already owns, and will not be priced again. Renewal Pricing Method was set to Subscriptions Only at the Account Level. Include Net-New Products in Maintenance must be flagged in CPQ Package settings.
Universal Containers has a Product Family of "Software". When a Configuration Attribute in their bundle is set to "Minimum," all Software products should be hidden with a Product Rule. Which configuration of conditions and actions should the Admin use to enable this? An Error Condition should be set up to compare the static value, "Minimum," against the Configuration Attribute. A Product Action, using the Filter Field, should be used to hide the Products. An Error Condition should be set up to compare the static value, "Minimum," against the Configuration Attribute. A Product Action should be set up for each Product that needs to be hidden. Two Error Conditions should be defined: one to check the Product Family value on the Product Option record, and one to check the Configuration Attribute. No Actions are Required. An Error Condition should be set up to check the Product Family value on the Product Option record A Product Action, using the Filter Field, should be used to hide the Products.
Universal Containers sells a subscription service priced as follows:
Quantity - Price
First unit - $100
Units 2 to 5 - $100 in total
Units 6 to 10 - $10 each
Units 11 to 50 - $9 each
Units 51 and above - $8 each
Which setup should the Admin implement for this pricing model? One discount schedule with five discount tiers Five block price records Two block price records and one discount schedule with three discount tiers Five block price records and one discount schedule with five discount tiers.
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? Create a Quote picklist field named output Language, With language codes as values. Create Localization records for individual Quote Terms for all three languages. Enable "Allow Output in Different Languages" In the managed package settings. Set the Quote Term field Language to the desired output language for each Quote Term.
Universal Containers requires a subset of Products to be viewed based on a button on the Quote Line Editor. Which Salesforce CPQ functionality will satisfy this requirement? Custom Action Product Rules Custom Script Pricing Rules.
The Admin at Universal Containers is setting up permissions for internal sales Users. In addition to assigning the Salesforce CPQ User permission set, for which objects do the Users need Read, Create, Edit, Delete permissions? Quote Template, Template Content, Template Section, Line Column Quote, Quote Line, Quote Line Group, Quote Document Price Rule, Price Action, Price Condition, Lookup Query Discount Category, Discount Schedule, Discount Tier, Term Schedule.
Universal Containers would like to show the Monthly price column on the Quote Document if the quote has payment terms of Net 30. Which two configurations are needed to satisfy this requirement? Create a new field set on the Quote Line editor without Monthly Price. Fill the Conditional Print Field on the Column Lines object. Create a custom Formula indicating if the Payment Terms Are Net 30. Create an additional Lines Section without the Monthly Price field.
Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?
Choose an answer: The Revised Quantity has been set on the Subscription record. The Products have a Discount Schedule and Cross Order is not selected. A Price Rule is firing Before Calculate and changing the Regular Unit Price A Price Rule is firing On Calculate and changing the Effective Quantity.
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?
Choose an answer: Evaluation Scope = Calculator
Calculator Evaluation Event = Save Evaluation Scope = Configurator
Configurator Evaluation Event = Edit Evaluation Scope = Calculator
Calculator Evaluation Event = Edit Evaluation Scope = Configurator
Configurator Evaluation Event = Save.
The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the Admin set up the Product to meet both requirements? Create two Production Options Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. Create two Product Features, Maintenance and Support. The Support feature should have a lower value in the "Number" filed. Create two Product Features, Maintenance and Support. Maintenance will always display first, due to alphabetical ordering. Create two Product Options, Maintenance and Support. The Support option should have a lower value in the "Number" field.
Universal Containers would like to display the sum of one of their custom fields within the standard table of the Line Editor. They do not want to replace the subtotal or total fields. Where should the Admin place the custom field to display this total? The Summary Fields field set The Totals Field package setting The Segmented Summary Fields field set The Line Subtotals Total field package setting.
An Admin has created a new bundle, and a Product Rule associated with it. Universal Containers want the Product Rule to fire within this specific bundle. Which is a valid setup for the Configuration Rule? The Configuration Rule must be associated with the Product Option records used in Product Actions. The Configuration Rule must be associated with Product records used in Product Actions. The Configuration Rule must be associated with the Parent Product in the bundle. The Configuration Rule must be associated with the Product Feature used within the bundle.
The Admin at Universal Containers set up a Price Rule to override List Price with a discounted promotional price. The Price Action has a formula which is as follows: SBQQ_ListPrice_c * (1 - Promotional_Discount_c). The Admin is finding that every Calculate is clicked, the price is adjusted.
For example, if List Price is $10.00 and promotional discount is 10%: 10.00 * (1 - 020) = 9.00.
The next time calculate is clicked, the following calculation takes place: 9 * (1-0.10) = 8.10. If List Price must be overridden, how can this problem be fixed? The Salesforce CPQ package has an Original Price field which should be used instead of List Price in the formula. Create a field to hold the Price Book price and populate on Quote creation with a Workflow Rule for use in the formula. Create a field to hold the Price Book price, and populate Before Calculate with ... Price Rule for use in the formula. The Salesforce CPQ package has an MSRP field which should be used instead of Last Price in the formula.
An Admin has set up option constraints in the Universal Container sandbox where Product A depends on the selection of Product B. During testing, it is determined that Product A can be selected regardless of whether Product B has been selected or not. Why is this happening? Product A was set up as the Constrained Option. The Option Constraint was set up with type "Dependency." Product B was set up as the Constraining Option. The Option Constraint has not been activated.
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? Component Code Position Custom Configuration Page Component Description Pattern Component Code Configured Code Pattern.
Universal Containers allows clients to negotiate a discount for Product A until a specified date up contract activation. Which three fields on the Contracted Price record should be configured to satisfy this requirement? Product Contract Expiration Date Discount Effective Date.
Universal Containers need to generate two styles of PDF output, one that includes prices in the line item table of the quote is primary, and another that hides prices when the quote is not primary. Where should the Admin reference the primary checkbox field to set up this requirement? In the Show Currencies Field in the Line Items Template Section. In the Conditional Print Field of a Template Section for only price Line Columns. In the Conditional Print Field for each price Line Column In the Hide Line Currencies Field in the Quote Template.
An Admin has created a validation product rule that must display an error message upon clicking Save if a product option is selected while a configuration attribute is set to a specific value. When the user chooses the product option, then sets the configuration attribute to the specific value, the error message appears before Save is clicked. Which two should the Admin change the rule or configuration attributes so that the error message only appears upon clicking Save? Change the configuration attribute field Apply Immediately to False. Change the product rule field Evaluation Event to Save. Change the product option field Apply Immediately to True. Add a product rule Condition to check if Evaluation Action = Save.
Universal Containers wants line items to be organized into pre-defined groups on the output document. The name of these pre-defined groups needs to be displayed above each group in the output to identify it. Which two ways can an Admin meet this requirement?
Set the Group field on the Line Items type of Template Content record. Create Solution Groups, allowing users to group products on the Quote Line Editor. Set the Group Filed field on the Quote Template or Template Section records. Set the New Quote Group field on each Product record with the associated group name.
Universal Containers has set up a lookup field, Distributor__c, on the Quote Line Group to identify different distributors fulfilling specific groups of products on a quote. Distributor accounts have a Discount_Level_c field on them populated with the base discount that products quoted through that distributor should receive. Which set of actions should the Admin take to ensure that the distributor receives the appropriate base discount? Create a formula field on quote Line, SBQQ_Group_r. Distributor_r.Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals the newly created formula field. Add a Price Action to the price Rule Where. Source Field equals the newly created formula field. Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule Where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line Group. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Source Field equals Discount_Level_c. Create a Price Rule that has a Price Condition where. Object equals Quote Line. Tested Field equals Distributor_c. Add a Price Action to the Price Rule where. Formula equals SBQQ_Group_r.Distributor_r.Discount_Level_c.
Universal Containers sells a monthly subscription service that is offered to their clients with a ramp option. This subscription is priced with a setup fee, an installation fee, and a recurring fee. Which set of actions would meet these requirements? Create three products to represent the setup fee, the installation fee and the monthly fee each with a monthly price dimension, and combine them into a bundle. Create a single product with three monthly price dimensions Create a single product with two one-time price dimensions and one monthly price dimension. Create a single product with two monthly price dimensions and one one-time price dimension.