Salesforce Cpq 73 Questions

The revised quantity have been set on the Subscription record

A price rule is fixing or calculating and changing the effective quantity

A price rule is fixing before calculate and changing the regular unit price

The products have a discount schedule and cross order is not selected

“Lookup Object” field on the Lookup Query object. “Lookup Field” field on the Lookup Query object. “Tested Field” field on the Lookup Query object. “Target Field” on the Price Action object.

“Lookup Object” field on the Price Rule object. “Lookup Field” field on the Lookup Query object. “Tested Field” field on the Lookup Query object. “Source Field” on the Price Action object.

“Lookup Object” field on the Price Rule object. “Field” field on the Price Condition object. “Tested Field” field on the Lookup Query object. “Target Field” on the Price Action object.

“Lookup Object” field on the Price Rule object. “Lookup Field” field on the Lookup Query object. “Tested Field” field on the Lookup Query object. “Target Field” on the Price Action object

 The Price Rule uses a custom lookup object to store key-value pairs for Price Conditions 

 The Price Rule uses a combination of AND and OR logic when evaluating three or more Price Conditions 

One or more Price Condition records have a lookup to a Summary Variable 

One or more Condition records use a formula that reference a non-CPQ object field

The hardware, subscription, and support products 

 The subscription and support products 

The hardware product will be the only record 

There are no opportunity products created until the renewal is quoted 

Bundles on Quote A contains a configuration attribute designating location. 

Template section with template content of Line Items Type has a value in group field. 

There are Quote Line Groups related to Quote A 

Modified by field on the rep’s Quote was last modified before the new Quote Template was  implemented

Create a new field set on the Quote Line Editor without monthly price

Create a custom formula indicating if the payment terms are net 30. 

Fill the conditional print field on the column lines object.

Create an additional lines section without the Monthly price field

Active” checkbox should be “TRUE”

“Type” should be “Dependency”

“Option Constraint Group” should be populated

“Check Prior Purchases” should be False

Create a formula field on Quote Line, SBQQ Group r.Distributor r.Discount_Level c Create a Price Rule that has a pricing condition where ○ Object equals Quote Line ○ Tested field equals newly created formula field Add a price action to the price rule where Source field equals newly created formula field

Create a Price Rule that has a pricing 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 pricing condition where ○              Object equals Quote Line Group ○              Tested field equals Distributor   c Add  a  price  action  to  the  price  rule  where   formula   equals Source  field  equals Discount_Level__c

Create a Price Rule that has a pricing 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

Create a Localization record, set the lookup to the product, set the Language field to German, & enter the translated value into the Text field.

In  the Quote Template field SBQQ_deTranslation  c, enter the API name of a custom object   that has two fields: Product c (lookup) & Product_Name c (text), then create a record on the object with original and translated values.

Use Translation Workbench to enter the translated value into the Product object field named ProductName.

Create a CPQ special field of text type on the Product object named exactly deTranslation c, then enter the translated values into the field.

 On the Quote Term record, check the Read-Only checkbox.

On the User Profile, make the object Read-Only.

On the Quote Term record, check the Locked checkbox 

On the Quote Term object, make the object Read-Only. 

Rule D with Evaluation Order of 5, and Calculator Evaluation Event of On Calculate

Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On Initialization

Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate

Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate

A twin field must be created on the Quote Line Object.

A twin field must be created on the Product Option Object.

A twin field must be created on the Product Object.

A twin field must be created on the Quote Object.

“Exclude from Opportunity” is marked on the Product record.

Products with a Price of zero do not transfer to the Opportunity

No valid pricebook entry can be found for these products

Validation Rules on the Opportunity product silently fail

Products with an effective quantity of zero do not transfer to the opportunity

Create a Discount Schedule, & add it to the Discount Schedule field on Product A

Create a Discount Schedule, & add Product A to the Product lookup on the Discount Schedule

Create a Discount Schedule, & add it to a Contracted Price Record for Product A from the customer’s account

Create a Discount Schedule, & add the customer to the Contracted Prices-related list on the Discount Schedule

Change the Subscription Prorate Precision in the package settings to “Month+Day”

Change the Default Subscription Term on the Quote Line to produce expected proration

Change the Subscription Term Unit in package settings from Month to Day

Change the Prorate Calculation field in the package settings from Month to Day

Cost

Percent of Total

Block

List

Subscription Term 12; Renewable; Pricing; Fixed Price

Subscription Term 1; Renewable; Pricing; Fixed Price

Subscription Term 12; One-time; Pricing; Fixed Price

Subscription Term 1; One-time; Pricing; Percent of Totaln 4

Create 2 product features, Maintenance & Support. Maintenance will always display first, due to alphabetical ordering

Create 2 product features, Maintenance & Support. The Support feature should have a lower value in the “Number” field

Create 2 product options, Maintenance & Support. Maintenance will always display first, due to alphabetical ordering

Create 2 product options, Maintenance & Support. The Support option should have a lower value in the “Number” field

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

The user did not mark any products as “optional”

The user did not create any groups on the quote

SBQQ__optional__ c in not a text field

SBQQ__optional__c in not a Quote Line field

Set the Default Pricing Table to Segmented, & create a Pricing Dimension on the Product.

Set the Default Pricing Table to Segmented.

Set the Default Pricing Table to Standard.

Set the Default Pricing Table to Standard, & create a Pricing Dimension on the Product.

Create a search filter which only shows Container B if Container A is on the quote or owned by the customer.

Create a dynamic quote process that guides the user to choose Container B & Options X, Y and Z if Container A is selected.

Create a bundle with Container B and options X, Y, Z as product options for Container

Create a bundle with options X, Y, Z as product options of Container B, & Container B as a product option for Container

Set the “Generate Contracted Price” picklist on the desired Product records.

Set the “Generate Contracted Prices” field on the Quotes on these Accounts.

Set the “Generate Contracted Prices” field on the Opportunities on these Accounts.

Set the “Generate Contracted Price” picklist on the desired Quote lines before creation.

Create a twin field of Square footage on the Quote Line object.

Set the renewed asset lookup field on the renewal quote lines to reference their original assets.

Set the renewed subscription lookup field on the renewal quote lines to reference their original Subscriptions.

Create a twin field of Square footage on the Subscription object.

Component Code Position

Component Description Pattern

Custom Configuration Page

Configured Code Pattern

Component Code

Included

Required

Quantity Editable

Bundled

Set no Min Options or No Max for “Maintenance”. Set the Min Options to zero & Max Options to two for “Support”.

Set the Min Options for “Maintenance” to be one. Set the Min Options to zero & Max Options to two for “Support”.

Set the Min Options for “Maintenance” to be one. Set the Min Options to one & Max Options to two for “Support”.

Set the Max Options for “Maintenance” to be one. Set the Min Options to one & Max Options to two for “Support”.

One price condition using a summary variable summing up the quantity of product A to verify that this summary variable is greater than or equal to 10 One price action to inject the value 50 into the unit price field

One price condition using a summary variable counting Product A to verify that Product A is selected One price action to inject the value 10 into the quantity field One price action to inject the value 50 into the unit price field

One price condition using a summary variable counting Product A to verify that Product A is selected One price condition using a summary variable summing up the quantity of product A to verify that this summary variable is greater than or equal to 10 One price action to inject the value 50 into the unit price field

One price condition verifying  that the SBQQ_ProductName    c field on the Product Option is equal to “Product A” One price condition using a summary variable summing up the quantity of product A to verify that this summary variable is greater than or equal to 10 One price action to inject the value 50 into the unit price field

Selection

Alert

Filter

Validation

Use shared favorites to allow a rep to quickly quote the most relevant set of products.

Use a bundle with configuration attributes & products rules to hide all non-applicable products.

Use Guided Selling to filter the product catalog down to the relevant products.

Use product search filters to locate products fitting one or more of the specified dimensions.

A Product Selection Rule where the Product Action with the lower Order removes Product A when Product B is chosen, and the Product Action with the higher Order removes Product B when Product A is chosen.

A Product Validation Rule where two error conditions with Summary variables test if product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.

A Product Alert Rule where two error conditions with Summary variables test if product A and B have both been selected. If so, a message will display, instructing the user to remove Product B.

A Product Selection  Rule where two error conditions with Summary variables test if product A and B have both been selected. If so, a Product Action will remove Product B.

Create three products to represent the setup fee, the installation fee and monthly fee, each with a monthly price dimension, and combine them into a bundle.

Create a single product with 3 monthly price dimensions.

Create a single product with 2 one-time price dimensions & 1 monthly price dimension.

Create a single product with 2 monthly price dimensions & 1 one-time price dimension.

On the Template Section record, set filter fields to Product Family, “Not Equals”, and “MISC”

On the Quote Template record, set the show all package products checkbox to TRUE.

On the Quote Template record, set the show bundled products checkbox to FALSE.

On each miscellaneous product’s Product page, set the Component checkbox to TRUE.

One price action to inject 50 in the SBQQ_Discount c field on the quote line.

One price action to inject 0.5 in the SBQQ_CustomerDiscount c field on the quote line & one price action to inject a blank value in the SBQQ_CustomerDiscountAmount c field on the quote line.

One price action to inject 0.5 in the SBQQ_AdditionalDiscount c field on the quote line & one price action to inject a blank value in the SBQQ_CustomerDiscount c field on the quote.

One price action to inject 50 in the SBQQ_Discount c field on the quote line & one price action to inject a blank value in the SBQQ_AdditionalDiscountAmount c field on the quote line.

Show

Default Filter

Enable

Optional Filter

Create a Pricebook Entry of $100 for the product.

Set the Pricebook Entry custom field Percent_of_Total_target c to $100.

Set the product’s Percent Of Total Constraint field to “List price is minimum”.

Create a Pricebook Entry of $0 for the product.

Discount Category, Discount Schedule, Discount Tier, Term Schedule

Price Rule, Price Action, Price Condition, Lookup Query

Quote, Quote Line, Quote Line Group, Quote Document

Quote Template, Template Content, Template Section, Line Column

A one-time dimension of an MDQ product.

An evergreen subscription product with no end date.

A percent-of-total Subscription product.

A Subscription product that is part of a bundle.

Evaluation Scope = Calculator Calculator Evaluation Event – Save

 Evaluation Scope = Configurator Calculator Evaluation Event – Save

Evaluation Scope = Configurator Calculator Evaluation Event – Edit

Evaluation Scope = Calculator Calculator Evaluation Event – Edit

The summary fields Field Set.

The total field package setting.

The segmented Summary Fields field set

The line subtotals Total field package settings.

Salesforce ID of the Error condition record

Value of the Condition # field.

API name of the field in the Tested Field field.

Value of the Index field.

Pricing Rules

Product Rules of Filter type.

Custom page security plug-in script.

Custom Action

Block

List

Segmented

Tiered

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 Line Group object.

Add Additional Disc. (%) to the Line Editor field set on the Quote object.

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

The Configuration Rule must be associated with the Parent Product in the bundle.

The Configuration Rule must be associated with Product records used in Product Actions.

The Configuration Rule must be associated with the Product Option records used in Product Actions.

The Configuration Rule must be associated with the Product Feature used within the bundle.

Product Option and Quote.

Product Option and Quote Line.

Configuration Attribute and Product Option.

Configuration Attribute and Quote.

The image file type is PNG.

The Watermark Shown quote field is false.

The Stage Opportunity field is equal to Closed/Won.

The Status quote field is not equal to Draft.

 A custom formula field should look up through the SBQQ Source c Quote Line lookup to the original line.

A price Rule should be created to pull the value from the Original Quote Line and populate the renewal line.

Nothing needs to be configured – Renewal Quote Line values are automatically mapped from original lines.

A twin field should be created on both the Asset and Subscription objects to bring back to renewal lines.

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

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.

Set the Quantity Editable pick list to No on the Price Dimension object.

Flag segmented products as non-discountable, and set the Non-Discountable pick list to Inherit on the Price Dimension object.

Select the Disable Uplift checkbox on the price Dimension object.

Remove the Uplift field from the Segmented Line Editor field object.

Create a trigger to update the Process Inputs Region field on the Quote Process.

Create a trigger to update the Process Inputs Region field on the Quote.

Create a workflow rule to update the Quote Process ID field on the Quote Line Group.

Create a workflow rule to update the Quote Process ID field on the Quote.

The salesforce CPQ package has an Original Price field which should be used instead of List Price in the formula.

Create a field to hold the Price Book price, and populate on Quote creation with a Workflow Rule for use in the formula

Create a field to hold the Price Book price, and populate Before Calculate with a Price Rule for use in the formula.

The Salesforce CPQ package has an MSRP field which should be used instead of List Price in the formula.

Create a Workflow Rule that updates the Product Option field upon entering configuration.

Create a Product Option formula field named Attribute Mapping that returns a comma-separated string of the field name and value pairs.

The value is auto-mapped back to the Product option field when the user enters configurations.

Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product option field.

{!quote r. Additional_Text c}

{!SBQQ   quote   r. Additional_Text    c}

{!quote. Additional_Text__c}

{!SBQQ quote c. Additional_Text c}

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

Set the Unit Price on the Product Options to be $0.

Select the required checkbox on the Product Options

Select the Bundled checkbox on the Product Options

Select the selected checkbox on the Product Options

1,125.00

1,275.00

1,350.00

1,320.00

Set the Display Order of the line column to a value zero.

Set the column heading Field to “Additional Disc.(Amt).”

Set the Summery function to Sum and Summary Label to “Additional Disc.”

Set the conditional Print Field to SBQQ__AdditionalDiscountAmount__c.

Reference each PDF document in Custom Template Content records.

Create a new addition document on the Quote Template for each PDF document.

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

Create a new Template Section for each PDF document.

Product A is an Asset that the customer already owns, and will not be picked again.

The Asset Conversion behaviour on the Product must be set to Allow Renewals.

Include Net-New Products in Maintenance must be flagged in CPQ Package settings.

Renewal Pricing Method was set to Subscriptions Only at the Account Level.

Create an HTML template content for the PDF and include it in a template section.

Add the PDF as a required addition document on the Quote template in document generation.

Manually attach the PDF as an addition document on the each quote the user sends out.

Upload the PDF in to the documents object folder named ”Output Attachments.”

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

Create an Option Constraint and set Type = Exclusion.

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

Create an Option Constraint and set Type = Dependency.

The fields that trigger a calculation event to occur.

The Quote Line fields that are visible.

The fields that appear in the Quote Line Drawer.

The Quote fields that may be edited.

Object = “Quote Line” Tested Formula = “SBQQ__ProductionOption__r.Feature_Value__c”

Object = “Product Feature” Field = “Custom_Field _ c”

Object = “Product Option” Field = “Feature_Value  _c”

Object = “Quote Line” Tested Formula = “SBQQ Feature r.Custom_Field__c”

1 OR (2 AND 3)

1 AND 2 (3)

(1 AND 2) OR 3

1 AND (2 OR 3)

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.

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.

Set Apply Immediately to True on Product record for Product A.

Set Apply Immediately to True on Product record for Product B.

Set Apply Immediately to True on Product Option record for Product B.

Set Apply Immediately to True on Product Option record for Product A

Option 1

Option 2

Option 3

Option 4

Product Rule

Price Rule

Custom Action

Product Option

      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.

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 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.