Salesforce CPQ Admin Essentials for New Administrators CPQ-201 Questions

1. Universal Containers sells their subscription products only in whole months. The Users at Universal Containers are sometimes entering values into Start Date and End Date and leaving Subscription Term blank. They are finding that subscription pricing is not working as they would expect because the dates they are choosing do not equate to exact months. This leads to pricing that may be a few cents or even a few dollars off. The Admin would like to find a solution that does not require forcing the users to use Subscription Term.

What should be done so that the pricing is rounded to the expected value?

2. Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change.

What should the Admin do to address this change?

3. Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of these sections to render on its own page, no matter if the text field fills an entire page or not.

Which two will determine how the page breaks?

4. Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined.

What is the correct Price Rule Setup?

5. Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be selected, and then have the User select Product Options from that page.

How should the Admin set up the bundle for the display to work this way?

6. Universal Containers wants to introduce a new product as an add-on item for an existing bundle that its customers can purchase on a yearly basis. The price of the product will be 15% of the combined prices of the other products and should not contribute value to other Percent of Total subscription products.

Which configuration is a valid way to set up this new product?

7. An Admin at Universal Containers wants to configure a bundle with multiple features and have the product code of all options displayed in a single field for easy rendering on the quote document.

What should the Admin do to achieve this?

8. Universal Containers has a Product that has a Subscription Term of 12 months. Users frequently create Quotes which are longer than this period. When adding this Product to these Quotes, however, the Prorated List Price is the same as the List price.

Which action should the Admin take to correct the issue?

9. Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle. The products are in separate features and there is no clear indication that they must be sold together. They implemented a Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly.

What other approach should the Admin take to fulfill this requirement?

10. Universal Containers wants to give management the ability to override the price of specific products that always contain Discount Schedules. The Admin has determined that setting the product field Price Editable to True will not work, as the discount schedule will still be applied. The Admin decides to create a custom field for custom price entry and Price Rule to inject this value into managed pricing fields.

What Salesforce pricing fields should the Price Rule Set?

11. Universal Containers uses Contracted Pricing to set pricing for specific distributors and those distributors’ business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage.

Which two ways can the Admin set Product A back to list price on a business unit account?

12. What is a valid formula for use in a Price Action where Target Object is Quote Line?

13. A User creates a quote with these details: No subscription pricing products. Default Product record fields have not been altered. Renewal Model is Contract based. The Quote has been contracted.

Which records will be generated?

14. Universal Containers has a quote with the following Process Inputs. The Admin wants questions that change dynamically based on answers to previous questions. For the first question, if the answer to “What business problem are you solving” is: Consolidated IT, then Server Types should be shown as the only next question. If the answer is “Manage Time & Express,” then Deployment Options and Commercial Segment should be shown and Server Types should be hidden.

How should the quote process be set up to meet this requirement?

15. An Admin has created a Configuration Attribute on the Product A bundle, and now needs an Identical Configuration Attribute on the Product B bundle that saves its value into the same Quote Line field.

Which tasks should the Admin complete to meet this business requirement?

16. A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor. Rather than going back in, they have changed the field on the Quote’s detail page. After doing so, however, no prices were updated to reflect the new discount.

Which reason could explain this unexpected behavior?

17. Universal Containers needs to set up a bundle so that the sales rep can set some values that apply to the bundle rent, and others that apply to specific options.

Which two configurations meet this requirement?

18. Universal Containers would like a specific background color for the column heading of the line item table in the output document.

Where should the Admin input the correct hex code to meet this display requirement?

19. The Admin at Universal Containers received feedback that users are trying to reconfigure bundles on renewals quotes and finding that the Configuration Attribute values are blank and must be manually fixed. This issue is not observed on new business quotes.

What is the cause and possible resolution to this problem?

20. Universal Containers has a custom Quote Line picklist, “Process.” The User will need to set this field for all non-subscription products added to the Quote Line Editor.

How should the Admin customize the layout of the Quote Line Editor, so that the Process picklist appears?

21. The Admin has set up a yearly price dimension on Product Z. The User has added Product Z to a quote with a 30-month subscription term and sees that Year 3 is the partial segment, but the customer requires Year 3 to be a full year.

What steps should the Admin take to enable the User to choose which year represents the partial segment?

22. The Admin has created the “Promotional Discount ABC” price rule below.

TABLE Assuming a quote where all conditions form this rule are met, which products on the quote get a discount?

23. A User tries to add a specific product to the quote and has typed the full Product Name into the Product Name search filter and clicks apply, but does not see the product in the search results.

What is the reason why this product is not displayed?

24. Universal Containers wants to default information on the Quote Line from a Product field.

How should this information be transferred?

25. User A at Universal Containers has an active quote with Company A. Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting. An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied.

What explains this behavior?

26. A User at Universal Containers has created a Quote with two Products. Product A has a value of Fixed Price for Subscription Pricing. Products A and B have Asset Conversion populated. Both Products have a Quantity of two.

Which two are potential outcomes when the Opportunity associated with the Quote is contracted?

27. Universal Containers wants their documents to be translated into multiple languages. The Admin has already provided translations for the merge fields, but wants to create translations for the static text.

What is the proper structure of the variable that represents the translatable static text in Template Content?

28. Universal Containers wants to prevent a User from putting in a discretionary discount at or above 40 percent on any quote Line.

How should the Admin implement this restriction?

29. In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0.

What should the error condition test against?

30. The Admin at Universal Containers would like all optional products to be displayed separately from non-optional products. The two-line item sections have been set up in the quote template and named as follows: Required. Optional.

What are the two steps the Admin should take in order to finish setting up the quote template?

31. The Admin at Universal Containers created the following range Discount Schedule: The Users are confused by the results when the quantity falls on a number that is the threshold for an Upper/Lower Bound. For example, when 20 is selected, the discount percent is 30%. The users are expecting a discount percent of 20%.

Which explanation best explains this phenomenon?

32. The Admin wants to display specific customer information from the Account object onto the output document.

Which object should this information be referenced on to be pulled into an HTML Template Content record?

33. An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the “Failed to Load PDF” error message appears when the output document is generated.

Which steps should the Admin perform to diagnose the Error?

34. Universal Containers has quotes that have multiple Quote Lines for the same Product. They require all Products with the Product Name to be combined and summed into one line on the Quote Document.

How should the Admin set up the Quote Template to meet this requirement?

35. Universal Containers wants to calculate the net amount of all hardware products on a quote. For this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote field.

Which picklist value(s) from the Calculator Evaluation Event field should be selected for this price rule?

36. Universal Containers has Quote Terms specific to Product X and separate Quote Terms specific to Product Y. The Admin has created an output document with separate Template Sections for each set of Quote Terms. Each Template Section references a separate Template Content record.

Which tasks should the admin complete to ensure Quote Terms for Product X and Y appear separately in the output document?

37. Universal Containers sells a subscription Product Y that is sometimes sold in yearly segments and sometimes sold in quarterly segments.

How should the Admin configure price dimensions for Product Y to allow the User to determine segment length?

38. An Admin wants to update a field on all Quote Lines based on a Quote field.

Which setup should the Admin use?

39. Universal Containers has the following Discount Schedule attached to product L. Product L is a Product Option for two bundles, A and B. A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being discounted using the second tier in the table above.

Which two actions allow both Product Options to be discounted using the first tier?

40. The Admin at Universal containers has created a formula filed to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management.

How can the Admin accomplish this?

41. Universal Containers has a new product that they wish to include in one of their bundles. When a User is configuring the bundle, however, the product does not show up. No Product Rules have been configured in this Org.

What is a plausible explanation for why this Product is not present?

42. Universal Containers has decided to mark up prices instead of discounting. Product A is valued at $10 and Product B is valued at $20. Product A is a 10% markup and Product B is a 20% markup.

Which pricing method would the Admin set up, and what would the final price be for each product?

43. Universal Containers has a custom picklist filed with three values on their products. The Admin would like to create a Dynamic Bundle to display products if the picklist value matches that of a Configurations Attribute.

How should the Admin create Filter Product Rules to meet the business requirement?

44. Universal Containers has a block priced product, Cloud Contacts, and wants to apply a 10% premium to the product when the payment frequency is annual.

Based on the Price Actions below, what is the correct Order for the actions?

a) SBQQ__CustomerPrice__c = SBQQ__RegularPrice__c * (1 C SBQQ__ Discount_c)

b) SBQQ__NetPrice__c = SBQQ__PartnerPrice__c * (1 C SBQQ__ DistributorDiscount_c)

c) SBQQ__PartnerPrice__c = CustomerPrice__c * (1 C SBQQ__ PartnerDiscount_c)

d) SBQQ__RegularPrice__c = SBQQ__ListPrice__C * 1.1

45. Universal Containers has an output document with a line item table that currently displays product options that are marked as Included.

What step should the Admin take to remove the Included products from the line item table?

46. Universal Containers plans to sell a configurable group of products but does not want to show the bundle’s Parent Product to the Client.

What should the Admin do to meet this requirement?

47. Universal Containers (UC) has Product Options in a bundle that must be displayed in the Quote Line Editor to the User. However, UC does not want these Product Options to display on the Quote Document that is generated and presented to the Customer.

How should the Admin set up the bundle to meet these requirements?

48. On a quote template, the Price line column has a template section “Price Line Items” defined.

Which behavior will the Admin observe when generating the output document?

49. Universal Containers conducts business via channel sales and offers a Partner program, in which Partners receive a different level of discount based on their partnership level and the product family. The CPQ Architect has determined that the Partner discount will be automatically assigned with price rules, based on a lookup table. The CPQ Architect has created the following lookup table with an object named “Partner Program”.

How many price rules should the Admin create in order to process the four different discounts offered to Partners?

50. When quoting any subscription product, a user at Universal Containers must choose the payment frequency between Monthly or Annually. When frequency is Monthly, Universal Containers wants to apply an automatic uplift of 10% to the price of the subscription service. The Admin decides to use a price rule to implement this requirement and wants to inject the result of a calculation in the List Price field on the quote line.

Which formula expression should the Admin set up on the price condition for this uplift price rule?

51. Universal Containers wants to apply different Discount Schedules depending on the currency of the Quote, how should the Admin set this up?

52. The Admin at Universal Containers is receiving an “Attempt to de-reference a null object” error when generating a Quote Document after adding the following section to display line items with the Product Family Setup Fees: What change needs to be made to resolve this error?

53. The Admin wants quote Terms to display on an output document which includes existing admin-created sections.

Which object records should the Admin create for the output document?

54. A User at Universal Containers has created a new quote on Opportunity Z, which includes a fixed price subscription product. The Opportunity has been updated to Closed/Won, and the “Contracted” checkbox is marked TRUE; however, the contract is not generated.

Which fields are likely causing the issue?

55. Bundle A has four Product Options within Product Feature A: Products A, B, C, and D. When Bundle A is added to a Quote?

How should the Admin set up a Discount Schedule so that the quantities of all Product Options on this Quote are aggregate?

56. Universal Containers has a requirement to set a maximum discount approval threshold for the User. This Threshold is a calculated value based on data held in a Custom Object. The Admin has determined that this will require two price rules. The first rule is a lookup rule that Pulls a value from a custom object record and set it to a custom field on the quote line. The second price rule evaluates if the custom field is populated, and if so, it calculates the maximum discount threshold using that value. Both Price Rules have Evaluation Events set to On Calculate. The Second Price Rule is not running.

How should the Price Rules be altered so that the second Price Rule will run?

57. An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the “Failed to Load PDF” error message appear when the output document is generated.

Which steps should the Admin perform to diagnose the error?

58. Universal Containers wants to default the value of the Location process input based on the location determined on the Quote.

How should the Admin fulfill this requirement?

59. Universal Containers has Terms and Conditions it wants to include in documents sent to customers. The Admin is tasked with creating conditional Quote Terms to meet this requirement.

Which two options could a condition be tested against in order to determine which Quote Terms will be included on the output document?

60. Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long as Product Option X is an existing asset on the account. UC has approved this change.

What should the Admin do to address this change?