CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators Questions and Answers

Wrap the image in a span tag and resize using CSS.

Add HTML height and width attributes in the img tag. "

Resize in an image editor outside of Salesforce.

Use inline CSS height and width properties in the img tag.

Reference each PDF Document in Custom Template Content records. "

Select the correct Documents Folder from the Documents field on the Quote Template

Create a new Additional Document on the Quote Template for each PDF document

Create a new Template Section for each PDF document.

Set Asset Conversion for each downloadable Product to null.

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

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

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

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 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.

True

False

1

0

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

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

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

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

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.

Additional Discount Fields

Prorate Multiplier

Contracted Price

Target Customer Amount

Discount Schedules

Four

Two

Three

One

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

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

Add new Products; co-terminate to existing Contract

Add new products; use different End Date from existing Contract

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.

Core Salesforce Quote object

CPQ Quote Line object

Opportunity object

CPQ Quote object

Create a summary variable counting the asset records for product A and create a price condition verifying that the quantity field on the quote line is greater than the summary variable.

Create a summary variable summing the quantity of product A from quote lines and create a price condition verifying that the summary variable is greater than the value 1.

Create a summary variable counting the asset records for product A and create a price condition verifying that the summary variable is greater than the value 0.

Create a summary variable summing the quantity of the asset records for product A and create a price condition verifying that the quantity field on the asset object is greater than the value 0.

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.

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.

Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.

Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount schedule.

Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox as False on the Discount Schedule.

Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as True on the Discount Schedule.

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.

Write a custom trigger.

Use package product code.

Create price rules and formula fields.

Combine roll-up fields with formula fields.

Set Order Product Date to Today when the record is created using Process Builder.

Set package Default Order Start Date to Today.

Set Contracting Method on the Order to single Contract.

Set package Contracting Method to Single Contract.

Net Variable

Combine With

Type

List Variable

Costs, Price Books, Price Rules, Discount Categories, Discount Schedules

Price Books, Price Rules, Price Dimensions, Discount Tiers, Price Actions

Price Books, Price Rules, Lookup Queries, Price Conditions, Price Actions

Summary Variables, Price Rules, Price Conditions, Lookup Queries, Price Actions

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.

120, -20, 40

100, -20, 40

100, 80, 120

80, 0, 40

Delete the Product so it is unavailable for new business Quotes.

Create a new renewal Product, then link it to the end-of-life Product by using the Renewal Product lookup.

Create an end-of-life checkbox on the Product, then create a Search Filter to exclude any Product marked end-of-life from Product Selection.

Deactivate the Product since CPQ allows inactive Products to be renewed.

The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.

The Evaluation Scope of the Price rule is set incorrectly to fire on the configurator, so the Price Rule fires on the configure Products page.

The referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically.

The referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it’s evaluated.

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.

Template Top and HTML are fully code-customizable

Line Items are either displayed as Standard or with Price Dimensions.

Template Top is the only Section that can show Billing/Shipping info.

Quote Terms can be dynamic if Term Condition are defined.

Line Items can be coded into an HTML section.

Add the Product Rules to the related list on the Configuration Attribute record

Check the Apply Immediately checkbox on the Configuration Attribute record

Set the Evaluation Order of the Product Rules to be later than the Evaluation Order of the Configuration Attributes

Check the Run Immediately checkbox on the Product Rule records

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.

Calculate Immediately

Use Legacy Calculator

Use Inactive Prices

Enable Quick Calculate

True, standard Salesforce validation should be setup on the Quote object.

True, standard Salesforce validation should be setup on the Quote Line object.

False, Steelbrick Price Rule should be used for validation

False, Steelbrick Product Rule should be used for validation

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 Discount Unit to Percent, set the Aggregation Scope to Quote, choose Current Tier from the Override Behavior picklist, and then select the Use Price for Amount checkbox.

Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount checkbox.

Set the Discount Unit to Amount, create a custom Override_Amount_c field on the Edit Tiers page, select the Users Defined checkbox, and then choose All from the Override Behavior picklist.

Set the Discount Unit to Percent, set the Aggregation Scope to Quote, Current Tier from the Override Behavior picklist, and then select the User Defined checkbox.

True

False

Component Code Position

Custom Configuration Page

Component Description Pattern

Component Code

Configured Code Pattern

A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.

Renewal Quote Line values are automatically mapped from original Quote Lines.

A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.

A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.

Set the Asset Conversion field to One per unit.

Set the Configuration Type field to Allowed.

Select the Component checkbox on the Product.

Select the Hidden checkbox on the Product.

Product

Contract

Expiration Date

Discount

Effective Date

Configuration Attributes.

Product Options.

Product Features.

Option constraints.

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.

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.

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 fields that trigger a calculation event to occur.

The fields that appear in the Quote Line Drawer.

The Quote Line fields that are visible.

The Quote fields that may be edited.

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.

Manually attach the PDF as an Additional Document on each Quote the sales rep sends.

Add the PDF as a required Additional Document on the Quote Template.

Upload the PDF into the Documents object folder named Output Attachments.

Create an HTML Template Content record for the PDF and include it in a Template Section.

Set up a Lookup Price Rule referencing a custom object.

Create a Feature level Configuration Attribute.

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

Create a bundle level Configuration Attribute.

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.

Create one quote process and dynamically display subsequent questions depending on answers to the prior question.

Create eight quote processes (one for the initial question, seven for the subsequent ones) and switch between the processes using a workflow rule on the quote.

Create a picklist on the opportunity to store the initial question answer, and seven quote processes set by workflow on the quote based on this filed.

Create one product search filter that shows one of seven bundles with configuration attributes representing the values for the other questions.

Move the Clone and Delete actions into the Quote Line Editor drawers.

Change the Actions Column Placement in package settings to Left.

Update the Custom Action Location to eft.

Set a lower value in the Display Order field in the Custom Action record.

All group members must approve.

Any group member may approve.

Approval must be obtained from one group member at a time.

Smart Approvals can exclude group members below the approval threshold.

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.

Add the Configuration Attribute to the ReferencedFields field set

Check the " Store Configuration Attribute Values " checkbox in the Steelbrick package settings

Check the " Store Value " checkbox on the Configuration Attribute record

Create a field on the Quote Line object that has the same data type and API name as the field you created on the Product Option object

Select the Hidden checkbox for any Product that is a Product Option for the bundle.

Select the Component checkbox on any Product that is a Product Option for the bundle.

Select the bundled checkbox on each Product Option and mark the Product inactive.

Select the Selected checkbox on each Product Option and mark the Product inactive.

Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.

Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price Book ID to generate Amendment Lines with new prices.

Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.

Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

Disable and Remove

Disable

Remove

Hide and Remove

True

False

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.

USD 116.67

USD 118.31

USD 125.00

USD 100.00

Picklist values in the Product Family field on the Product object

Configuration Attribute picklist values

The Feature Name field on the Configure Products page

HTML Template Content in the Quote document

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.

Create a Product Feature and set both Min Options and Max Options to 4.

Create a Product Feature and set both Min Options and Max Options to 1.

Create an Option Constraint and set Type = Exclusion "

Create an Option Constraint and set Type = Dependency

Set and choose a Category on the Feature.

Set Option Layout to Tabs on the Feature.

Set Option Layout to Tabs on the Product.

Set and choose a Group on the Feature.

A Price Rule with the Calculation Event of On Initialization to update the picklist field

A Process Builder on the Quote Line to update the picklist field

A Workflow Rule and field update on the Quote Line to update the picklist field

A Price Rule with the Calculation Event of After Calculate to update the picklist field

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.

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.

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

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.