Configure and Administer a Salesforce CPQ Solution

Question 1

An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads. Which steps should the admin take to meet this requirement?

A. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.

B. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.

C. Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.

D. Create a Flow to update the Product Option field that is used for the Configuration Attribute value. Set the process to trigger upon new record creation.

Correct Answer: D

Question 2

At Universal Containers, each storage container is configured as a bundle. An important property of the bundle is cubic volume. The volume selected at the bundle level must match the volume of every Product Option.
Which two actions must the Admin take to allow a sales rep to choose a volume that will apply to all Product Options? Choose 2 answers

A. Create a bundle level Configuration Attribute.

B. Set the Configuration Attribute with Apply to Product Options to True.

C. Create a Feature level Configuration Attribute.

D. Set up a Lookup Price Rule referencing a custom object.

Correct Answer: A,B

Question 3

Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.
In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement?
Choose 2 answers

A. Include Monthly Price in the Quote Line Editor Field set.

B. Create a custom formula Indicating if the Payment Terms are Net 30.

C. Create an additional Line Items section without the Monthly Price field.

D. Set the Conditional Print Field on the Line Column record.

Correct Answer: A,B

Question 4

Which two scenarios can be supported using Amendments? Choose 2 answers

A. Change quantities of existing Products; apply different discounts than original Quote

B. Change quantities of existing Products; maintain same discounts as original Quote

C. Add new Products; co-terminate to existing Contract

D. Add new products; use different End Date from existing Contract

Correct Answer: A,C

Question 5

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?

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

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

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

D. Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecastcheckbox to TRUE an the Contract record.

Correct Answer: D

Question 6

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?

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

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

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

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

Correct Answer: B

Question 7

Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book. When the Product is selected under a bundle, the price should be included as part of the bundle.
How should the Admin meet this requirement?

A. Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.On both Product Option records, set the Required field to True.

B. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.On the Product Option, set the System field to True.

C. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.On the Product Option, set the Bundled field to True.

D. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.On the Product Option, set the Selected field to True.

Correct Answer: C

Question 8

Sales reps at Universal Containers need to know which Quote Lines are Product Options for other Quote Lines within the Quote Line Editor.
Which setting can the admin toggle to organize Quote Lines in the Line Editor based on the Quote Line's position within the bundle?

A. Keep Bundle Together

B. Enable Product Option Drawer

C. Visualize Product Hierarchy

D. Preserve Bundle Structure

Correct Answer: C

Question 9

When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for each downloadable Product sold.
How should the Admin meet the business requirements?

A. Set Asset Conversion for each downloadable Product to a custom value.

B. Set Asset Conversion for each downloadable Product to One per Quote Line.

C. Set Asset Conversion for each downloadable Product to One per unit.

D. Set Asset Conversion for each downloadable Product to null.

Correct Answer: C

Question 10

Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the Quote is another that hides prices when the Quote Primary checkbox is False.
Where should the admin reference the Primary checkbox field to set up this requirement?

A. The Conditional Print Field of a Template Section for only price Line Columns

B. The Hide Totals Field on the Quote Template

C. The Hide Group Subtotals Field on the Quote Template

D. The Conditional Print Field for each price Line Column

Correct Answer: A

Question 11

An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.

A. Set the Display Order of the Desegment Line action to 1.

B. Create a Quote formula field named StartSegment_c that returns 0.

C. Set the Price Dimension's Type to One-Time.

D. Set the Product's Default Pricing Table to Standard.

Correct Answer: D

Question 12

Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date.
What should the admin configure in the product to meet this requirement?

A. When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Usethe SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months ofSupport requested by the customer.

B. When creating the Product record, the SBQQ__SubscriptionType__c field and theSBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the QuoteLine record to define the number of months of Support requested by the customer.

C. A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use theSBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Supportrequested by the customer.

D. When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use theSBQQ__Quantity__c field on the Quote Line record to define the number of months of Supportrequested by the customer.

Correct Answer: C

Salesforce Configure and Administer a Salesforce CPQ Solution - CPQ-301 Exam Practice Test

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