Salesforce CPQ Mock Test 3

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Title of test:
Salesforce CPQ Mock Test 3

Description:
Salesforce CPQ Mock Test

Author:
tebs
(Other tests from this author)

Creation Date:
21/08/2019

Category:
Others
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Content:
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 (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change. What should the Admin do to address this change? List accounts with assets in the "Option Constraint Group" field. Look up the account with the assets on the "Account" field. Mark the "Check Prior Purchases" checkbox as TRUE. Use a Product Rule instead of an Option Constraint.
Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of these sections to render on its own page, no matter if the text field fills an entire page or not. Which two will determine how the page breaks? Under the Page Break picklist, select the After option on each of the first three Template Sections. Under the Keep with Previous picklist, select the Always option on each of the Template Sections. Under the Keep Separate picklist, select the Always option on each of the Template Sections. Under the Page Break picklist, select the Before option on each of the last three Template Sections.
Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined. What is the correct Price Rule Setup? One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.
Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be selected, and then have the User select Product Options from that page. How should the Admin set up the bundle for the display to work this way? Select the Required checkbox on each Product Option in the Bundle. Select the Hidden checkbox on the Bundled Product record. Select Add as the Option Selection Method on the Bundle product. Select Click as the Option Selection Method on the Bundle product.
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.
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? Write a custom trigger. Use package product code. Create price rules and formula fields. Combine roll-up fields with formula fields.
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.
Universal Containers wants to give management the ability to override the price of specific products that always contain Discount Schedules. The Admin has determined that setting the product field Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides to create a custom field for custom price entry and Price Rule to inject this value into managed pricing fields. What Salesforce pricing fields should the Price Rule Set? Special Price and Special Price Type Custom Price and Custom Price Type Regular Price and Regular Price Type List price and List Price Type.
Universal Containers uses Contracted Pricing to set pricing for specific distributors and those distributors' business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage. Which two ways can the Admin set Product A back to list price on a business unit account? Set Ignore Parent Contracted Prices to true on the parent contracted price. Create a new contracted price for Product A on the business unit account with a price of $300. Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true. Set Ignore Parent Contracted Prices to true on the business unit account record.
What is a valid formula for use in a Price Action where Target Object is Quote Line? SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c SBQQ__Product__r.Name SBQQ__Feature__r.SBQQ__Number__c $User.FirstName.
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.
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. Process Input - Question Business Solution - What business problem are you solving? Server Types - What server types? Deployment Options - Preferred Deployment Options Commercial Segment - Commercial Segment 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. 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. 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. 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.
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.
A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor. Rather than going back in, they have changed the field on the Quote's detail page. After doing so, however, no prices were updated to reflect the new discount. Which reason could explain this unexpected behavior? The Additional Discount is only applied to the Amount fields on the Quote. Fields updated outside of the Line Editor do not affect Pricing. The Additional Discount field is not in the Calculating Fields field set. A Price Rule is needed to inject this value into the Quote Lines.
Universal Containers needs to set up a bundle so that the sales rep can set some values that apply to the bundle rent, and others that apply to specific options. Which two configurations meet this requirement? Use custom product option fields for option-level values. Use configuration attributes for option-level values. Use custom product option fields for bundle-level values. Use configuration attributes for parent-level values.
Universal Containers would like a specific background color for the column heading of the line item table in the output document. Where should the Admin input the correct hex code to meet this display requirement? In the Template Content source editor in place of the previous hex color code. In the Shading Color field on the Quote Template record. In the Group Shading Color field on the Quote Template record. In the Summary Shading Color field on the Line Column records.
The Admin at Universal Containers received feedback that users are trying to reconfigure bundles on renewals quotes and finding that the Configuration Attribute values are blank and must be manually fixed. This issue is not observed on new business quotes. What is the cause and possible resolution to this problem? Configuration Attributes not configured for renewals; check Preserve for Renewals on Configuration Attribute records. Preserve Bundle Structure not set up on Contract object; create a workflow rule to automatically set to true. Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line. Field mapping not set up; create field on Quote Line with the same API name as the field in the configuration attribute.
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? Update the EditLinesFieldSetName formula to return "Process" in the returned comma-separated stream. Edit the "Line Editor" field set on the Quote Line object and drag in the "Process" field. Edit the "Quote Line Layout" page and drag the Process field into the "Line Editor" section. Add the "Process" field to the "Line Columns" multi-select picklist on the Salesforce CPQ Installed Package settings.
The Admin has set up a yearly price dimension on Product Z. The User has added Product Z to a quote with a 30-month subscription term and sees that Year 3 is the partial segment, but the customer requires Year 3 to be a full year. What steps should the Admin take to enable the User to choose which year represents the partial segment? Place the "First Segment Term End Date" field into the Line Editor field set on the Quote object. Place the "Start Date" and "End Date" fields into the Segmented Line Editor field set on the Quote Line object. Place the "Subscription Term" field into the Segmented Line Editor field set on the Quote Line object. Place the "Partial Segment" field into the Segmented Line Editor field set on the Quote Line object.
The Admin has created the "Promotional Discount ABC" price rule below. -IMAGE- Assuming a quote where all conditions form this rule are met, which products on the quote get a discount? Product C Product A, Product B, and Product C Product A and Product C Product B and Product C.
A User tries to add a specific product to the quote and has typed the full Product Name into the Product Name search filter and clicks apply, but does not see the product in the search results. What is the reason why this product is not displayed? A hidden search filter was set A product rule is firing A quote process is active. "Sort Products in Memory" is enabled.
Universal Containers wants to default information on the Quote Line from a Product field. How should this information be transferred? Create a cross-object formula field 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 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 filed.
User A at Universal Containers has an active quote with Company A. Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting. An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied. What explains this behavior? The User must press Refresh Prices to see the effect. The quote line for this product has Non Discountable checked. The contracted price is only applied when adding a product. The User must set Allow Contracted Prices on their quote.
A User at Universal Containers has created a Quote with two Products. Product A has a value of Fixed Price for Subscription Pricing. Products A and B have Asset Conversion populated. Both Products have a Quantity of two. Which two are potential outcomes when the Opportunity associated with the Quote is contracted? Two Subscription records and two Assets records will be created. One Subscription record and two Asset records will be created. One Subscription record and an Asset record will be created. Two Subscription records and an Asset record will be created.
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? {!Text.VariableName} {$Data.VariableName} {!Data.VariableName} {$Text.VariableName}.
Universal Containers wants to prevent a User from putting in a discretionary discount at or above 40 percent on any quote Line. How should the Admin implement this restriction? An Alter Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition. An Alert Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount. A Validation Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%) field will be tested in the Error Condition. A Validation Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used to calculate the maximum discount.
In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What should the error condition test against? Use Subscription as Tested object and Subscription Name as Tested Field. Use Asset as Tested Object and Asset Name as Tested Field. Use a Tested Variable that counts the number of existing setup fee Assets. Use a Tested Variable that counts the number of existing setup fee Subscriptions.
The Admin at Universal Containers would like all optional products to be displayed separately from non-optional products. The two-line item sections have been set up in the quote template and named as follows: Required. Optional. What are the two steps the Admin should take in order to finish setting up the quote template? For the Required Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True For the Required Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: False For the Optional Section: Filter Value: Optional, Filter Operator: Equals, Filter Value: False For the Optional Section: Filter Field: Optional, Filter Operator: Equals, Filter Value: True.
The Admin at Universal Containers created the following range Discount Schedule: The Users are confused by the results when the quantity falls on a number that is the threshold for an Upper/Lower Bound. For example, when 20 is selected, the discount percent is 30%. The users are expecting a discount percent of 20%. Which explanation best explains this phenomenon? Tier - Lower Bound - Upper Bound - Discount % 1 - 1 - 10 - 10 2 - 10 - 20 - 20 3 - 20 - 30 - 30 Lower bound is inclusive, upper bound is exclusive The Discount Schedule should be type Slab instead of Type Range The Discount Schedule should is a Term schedule, but should be Quantity The Discount Schedule should have Inclusive set to True.
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? Quote Line Quote Opportunity Template.
An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the "Failed to Load PDF" error message appears when the output document is generated. Which steps should the Admin perform to diagnose the Error? Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "No Errors." Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders. Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.
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. How should the Admin set up the Quote Template to meet this requirement? 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.
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? Before Calculate and On Calculate After Calculate On Calculate On Calculate and After Calculate.
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? Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product Y. Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product Y. Set the Template Content field for all Product X Quote Terms to the Product X Template Content record; repeat for Product Y. Delete the second Template Section and set the Group field on the remaining Template Section to SBQQ__ProudctCode__c.
Universal Containers sells a subscription Product Y that is sometimes sold in yearly segments and sometimes sold in quarterly segments. How should the Admin configure price dimensions for Product Y to allow the User to determine segment length? Create one price dimension with Type set to Custom. Create two price dimensions, one with Type set to Yearly, the other with Type set to Quarterly. Add the "Segment Type" field to the Segment Line Editor field set on the Quote Line object. Create one price dimension with Type set to Yearly and Allow Override set to True.
An Admin wants to update a field on all Quote Lines based on a Quote field. Which setup should the Admin use? A Workflow Rule, with conditions that check the Quote field values, and a Field Update to Update the Quote Lines. Process Builder, with conditions that check the Quote field values, and the native functionality to update related records. A Custom Trigger on the Quote object, with a query to obtain all related Quote Lines, and an update operation after changing the field. A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines.
Universal Containers has the following Discount Schedule attached to product L. Product L is a Product Option for two bundles, A and B. A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being discounted using the second tier in the table above. Which two actions allow both Product Options to be discounted using the first tier? Lower Bound - Upper Bound - Discount % 0 - 11 - 10% 11 - 21 - 20% Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products. Apply a separate discount schedule to the Product Option records in each Bundle. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle. Change the Product Option Type for Product L to Related Product in both Bundles.
The Admin at Universal containers has created a formula field to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this? Remove the margin field from the Quote Line Editor Field Set for relevant Profiles. Remove the margin filed from the Quote Line Editor Field Set for relevant Roles. Set Visible to false for relevant Profiles on the field-level security for the margin field. Set Visible to false for relevant Roles on the field-level security for the margin field.
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? No Price Book Entry is in this Quote's currency. The Product's "Hidden" field is set to True. The Price Book Entry for this Product is zero The" Quote Line Visibility" field is set to "Never.".
Universal Containers has decided to mark up prices instead of discounting. Product A is valued at $10 and Product B is valued at $20. Product A is a 10% markup and Product B is a 20% markup. Which pricing method would the Admin set up, and what would the final price be for each product? List, Product A price would be $11, Product B Price would be $22 List, Product A price would be $11, Product B price would be $24 Cost, Product A price would be $12, Product B price would be $24 Cost, Product A price would be $11, Product B price would be $24.
Universal Containers has a custom picklist filed with three values on their products. The Admin would like to create a Dynamic Bundle to display products if the picklist value matches that of a Configurations Attribute. How should the Admin create Filter Product Rules to meet the business requirement? Create three rules, each with two conditions that compare the configuration attribute with a static value and the product field. Create one rule with three conditions, each that compares the configuration attribute filed with a static value. Create three rules, each with one condition that compares the product field with the Configuration attribute filed. Create one rule with one condition that compares the product field with the configuration attribute filed.
Universal Containers has a block priced product, Cloud Contacts, and wants to apply a 10% premium to the product when the payment frequency is annual. Based on the Price Actions below, what is the correct Order for the actions? SBQQ__CustomerPrice__c = SBQQ__RegularPrice__c * (1 - SBQQ__ Discount_c) SBQQ__NetPrice__c = SBQQ__PartnerPrice__c * (1 - SBQQ__ DistributorDiscount_c) SBQQ__PartnerPrice__c = CustomerPrice__c * (1 - SBQQ__ PartnerDiscount_c) SBQQ__RegularPrice__c = SBQQ__ListPrice__C * 1.1.
Universal Containers has an output document with a line item table that currently displays product options that are marked as Included. What step should the Admin take to remove the Included products from the line item table? Set the Show Bundled Products field to False on the Quote Template. Set the Hide Included Products field to True on the Quote Template. Create a Quote Line field OutputVisibility__C that returns False if Included = True. Create a filter on the line items Template Section where Component = False.
Universal Containers plans to sell a configurable group of products but does not want to show the bundle's Parent Product to the Client. What should the Admin do to meet this requirement? Check the Optional check box on the Bundle Product Record. Check the Hidden checkbox on the Bundle Product Record. Check the Exclude From Opportunity checkbox on the Bundle Product Record. Check the Hidden checkbox on the Product option Record.
Universal Containers (UC) has Product Options in a bundle that must be displayed in the Quote Line Editor to the User. However, UC does not want these Product Options to display on the Quote Document that is generated and presented to the Customer. How should the Admin set up the bundle to meet these requirements? Select the Hidden checkbox on the Product Option. Select the Bundled checkbox on the Product Option. Set the Quote Line Visibility field to Editor Only on the Product Option. Set the Quote Line Visibility field to Always on the Product Option.
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? "Price" line column will not appear for Included or zero price items. "Price" line column will appear in multiple line item sections. "Price" line column will not appear for other line items sections. "Price Line Items: section will show only the "Price" Line column.
Universal Containers conducts business via channel sales and offers a Partner program, in which Partners receive a different level of discount based on their partnership level and the product family. The CPQ Architect has determined that the Partner discount will be automatically assigned with price rules, based on a lookup table. The CPQ Architect has created the following lookup table with an object named "Partner Program". How many price rules should the Admin create in order to process the four different discounts offered to Partners Partnership - Family - Discount Standard - Hardware - 10 Standard - Software - 20 Premium - Hardware - 25 Premium - Software - 50 Four Two Three One.
When quoting any subscription product, a user at Universal Containers must choose the payment frequency between Monthly or Annually. When frequency is Monthly, Universal Containers wants to apply an automatic uplift of 10% to the price of the subscription service. The Admin decides to use a price rule to implement this requirement and wants to inject the result of a calculation in the List Price field on the quote line. Which formula expression should the Admin set up on the price condition for this uplift price rule? IF(TEXT(Payment_Frequency_c) = "Monthly", SBQQ_Product_r.SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c) IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_ListPrice_c * 1.1, SBQQ_ListPrice_c) IF(TEXT(Payment_Frequency_c) = "Monthly" , SBQQ_OriginalPrice_c * 1.1, SBQQ_OriginalPrice_c) IF(TEXT(Payment_Frequency_C) = "Monthly" , SBQQ_PriceBookEntry_r.UnitPrice * 1.1, SBQQ_PriceBookEntry_r.UnitPrice).
Universal Containers wants to apply different Discount Schedules depending on the currency of the Quote, how should the Admin set this up? Create a Lookup Relationship on the Quote to the Discount Schedule for the user to populate. Using a Price Rule, Inject the ID of the Discount Schedule sourced from a formula field on the Quote Line. Modify the Discount Schedule formula field on the Quote Line to reference the IDs of your Discount Schedules. Create a Discount Schedule for each currency in the related list on the Product.
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? {IText. VariableName} {$Text.VariableName} {IData.VariableName} {$Data.VariableName}.
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 aggregate? 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.
An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the "Failed to Load PDF" error message appear when the output document is generated. Which steps should the Admin perform to diagnose the error? Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders. Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "NO Errors".
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.
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