CPQ-SPECIALIST Online Practice Questions and Answers

The Universal Containers Admin is creating a custom formula field, Approval Score, on the Quote Line object to calculate approval score. This field will calculate the average approval score for the Quote to determine how many levels of

approval the record should go through when submitted.

The Admin planned to use a roll-up summary field on the Quote object to average the Quote Line Approval Score field. The Admin received an error when attempting to create the field. The Quote object has too many roll-up summary fields.

In addition to creating a custom number field on the Quote object to capture the average Approval Score, which action Should the Admin take to resolve the issue?

A. Create a trigger to populate the average Approval Score.

B. Create a Summary Variable and Product Rule to populate the number field with the average Approval Score.

C. Create a Workflow Rule with a Field Update to populate the average Approval Score.

D. Create a Summary Variable and Price Rule to populate the number field with the average Approval Score.

Formula fields may be used as a Conditional Print Field to control whether a section appears or not.

A. True

B. False

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

A. $480.00

B. $450.00

C. $500.00

D. $470.00

A user is contracting an Amendment Opportunity to increase the Quantity of a subscription. The subscription is generating on the amended Contract, but the existing Renewal Opportunity contains only the original Opportunity Products.

Which product and contract field values should the Admin set to ensure the Quantity of the Renewal Opportunity Products is updated?

A. The Product's Subscription Type = Renewable The Contract's Renewal Forecast = True The Contract's Renewal Quoted = True

B. The Product's Subscription Type = Renewable The Contract's Renewal Forecast = False The Contract's Renewal Quoted = False

C. The Product's Subscription Type = Renewable The Contract's Renewal Forecast = False The Contract's Renewal Quoted = True

D. The Product's Subscription Type = Renewable The Contract's Renewal Forecast = True The Contract's Renewal Quoted = False

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?

A. Hide

B. Disable

C. Hide and Remove

D. Disable and Remove

"UC wants to default information on the Quote Line from a Product field.

How should this information be transferred?

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

B. Create a Workflow Rule that stores the Product field's value in the Quote Line field.

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

D. Create Price Rule that stores the Product field's value in the Quote Line field.

Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Product page, a list of the first 2,000 Products is displayed in a disorganized manner. The product management team wants the products to display in collapsible groups based on the product family.

How should a CPQ Specialist enable this functionality from the salesforce CPQ managed package configuration settings?

A. Check the Solution Groups Enabled Checkbox, set Object to Quote Line and set Name Field to Product Family.

B. Select Product Family in the Product Results Group Field Name field in Additional Settings

C. Add the Product Family field to the Search Results Field Set on the Product Object.

D. Select Product Family in the Product Search Plugin field in Plugins.

Universal Containers has a customer account with specific pricing.

Which two individual actions could the Admin take to set up a Contracted Price for this customer? (Choose two.)

A. Populate the Generate Contracted Price field on a Quote record.

B. Generate a Contracted Price via the Contracted checkbox on the Quote record.

C. Add a Partner to the Partner field on the Quote record.

D. Create a Contracted Price record related to an Account record.

Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager.

How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?

A. Set Next Automated Approver Determined By to Manager on the Approval Process.

B. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.

C. Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.

D. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.

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?

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.