CPQ-Specialist Salesforce Certified CPQ Specialist (SP24) Questions and Answers

Set Bundle to FALSE.

Set Required to FALSE.

Set Selected to TRUE.

Set Quantity Editable to TRUE.

Add the Cost to the Product's Price Book Entry Cost field. ^

Use a Price Rule to set the Cost field on the Quote Line.

A Create a Cost record in the Product's Costs related list.

Add a Cost Discount Schedule to the Products Discount Schedule related list.

Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.

Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.

Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.

Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.

* Regular Unit Price: $108.00

Customer Unit Price: $168.00

Net Unit Price: $156.00

Regular Unit Price: $108.00

Customer Unit Price: $86.40

Net Unit Price: $82.08

Regular Unit Price: $216.00

Customer Unit Price: $172.80

Net Unit Price: $164.16

• Subscription Term: 12

• Subscription Type: One-Time

• Subscription Pricing: Fixed Price

• Subscription Term: 1

• Subscription Type: One-Time

• Subscription Pricing: Percent of Total

• Subscription Term: 1

• Subscription Type: Evergreen

• Subscription Pricing: Percent of Total

• Subscription Term: 12

• Subscription Type: Evergreen

• Subscription Pricing: Fixed Price

The Save or Quick Save buttons are clicked.

Override values are subject to Discount Schedule updates made by the Admin.

The Opportunity status has changed to Proposal/price Quote.

The Quote status has changed to Approved.

Create a bundle with a Configuration Attribute.

Create multiple bundles with validation Product Rules.

Create a Hidden Filter in Product Selection based on Profile.

Create a Filter Product Rule.

• List Unit Price: $100

• Regular Unit Price: $100

• Customer Unit Price: S90

• Net Unit Price: $90

• List Unit Price: S1S0

• Regular Unit Price: $150

• Customer Unit Price: $100

• Net Unit Price: $90

• List Unit Price: $150

• Regular Unit Price: $150

• Customer Unit Price: $140

• Net Unit Price: $140

• List Unit Price: $150

• Regular Unit Price: $100

• Customer Unit Price: $90

• Net Unit Price: $90

Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

Quotes within defined thresholds will be automatically approved.

Quotes with multiple steps in the approval chain go directly to the highest approver required.

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

Create a twin field on the Campaign object using the same API name as the lookup field.

Create and populate a Field Set on the Campaign object named CPQ_Lookup.

Add the name of the lookup field into the Line Editor Field Set on the Quote object.

Add the lookup field to the Quote Line page layout.

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

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

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

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

Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel.

Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel.

Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel.

Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.

Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions.

Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets.

Create a Twin Field of the Square Footage field on the Quote Line object.

Create a Twin Field of the Square Footage field on the Asset and Subscription objects.

Change the value of a field in the Calculating Fields Field Set.

Create a new Lightning button to trigger recalculation.

Add the Calculate button to the quote layout.

Create a Flow to trigger recalculation upon record save.

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.

Set tha Option Discount (%) fiald on tha Product Faatura for tha bundla.

Set tha Option Oiscount (H) ftald on tha Product Option for tha bundla.

Set Oiscountad by Packaga to TRUE on tha Product Option for tha bundla.

Create a Price Rule that application the 25% discount whan tha product is addad as part of tha bundla.

Add Additional Disc. to the Line Editor Field set on the Quote Line object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.

Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.

Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.

Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.

Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.

Set the Product Family picklist on the Standard Warranty product’s Product record to Services.

Set the percent of Total Scope field on the Product Option record to a value of Components.

Set the percent of Total Category field on each Product in the bundle to the same value.

Set the percent of Total Scope field on the product Option record to a value of package.

Set the Percent of Total Scope field on the Product Option record to a value of Group.

The triggers have been disabled m the Installed Package Settings

Twin fiekJs between the Quote Une and the Opportunity Product need to be set up.

The Primary field on the Quote is missing from the Quote object's Calculating Fields field set.

Primary Quote Keeps Opportunity Products is set to FALSE in the Installed Package Settings.

Bundled

Required

Quantity Editable

Selected

Ensure the Order by Quote Line Group field is set to TRUE, and then click the Create Order button.

Set the Order By picklist field to the Location field on the Quote Line Group, and then set the Ordered field to TRUE.

Ensure the Order by Quote Line Group field is set to TRUE, and then set the Ordered field to TRUE.

Set the Order By picklist field to the value of SBQQ_Group_c, and then click the Create Order button.

An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product.

An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software.

An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products.

An Error Condition should check the Product Family value on the Product Option record. A Product Action using the Filter Field should Hide the Products.

The Hide Group Subtotals Field on the Quote Template

The Hide Totals Field on the Quote Template

The Conditional Print Field for each price Line Column

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