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Question #:1

Universal Containers wants its premier service, Shipping Plus, to appear at the top of Product Selection when users add Products to the Quote.

How can the Admin Configure the Shipping Plus Product record to meet this requirement?

Set the Product’s Sort Order as the only null Sort Order of any Product.

Set the Sort Order as the lowest numerical value of any Product’s Sort Order.

Set the Product Code as the first alphabetically of any Product’s Product Code.

Set the Product’s Product Code as the only null Product Code of any Product.

Answer: B

Explanation : Requirement Overview

Universal Containers wants the product to appear at the top of the Product Selection list. Shipping Plus

: Key Configuration

The field determines the sequence of Products in Product Selection. Sort Order

Products with lower numerical values appear at the top. Sort Order

: Steps to Configure

Navigate to the for Product Record Shipping Plus

Set the field to the lowest available value (e.g., 1). Sort Order

Save and test the configuration in the Product Selection screen.

:Validation

Ensure that appears at the top of the Product Selection list. Shipping Plus

Question #:2

Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.

Which strategy should UC apply?

A. B. C. D.

Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.

Create a Filter Product Rule and Product Action with Type set to Optional Filter.

Set the Default field on the Add Products Custom Action to TRUE.

Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.

Answer: B

Explanation

To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:

Step 1: Create a Filter Product Rule

Filter Product Rules help define dynamic filtering of products displayed during the quoting process.

Navigate to Product Rules

Go to Salesforce Setup # and click . Product Rules New

Set the to and define a clear such as "Eco-Friendly Product Filter." Type Filter Name

Configure the Filter Logic

Define the conditions to identify eco-friendly and bundle products.

Use the related list to target the relevant product fields (e.g., a custom checkbox for Conditions eco-friendly products and a type field for bundles).

Example condition:

Field = Eco-Friendly Checkbox

Operator = Equals

Value = True

Step 2: Set up the Product Action

Product Actions define what the rule does when triggered.

Add a Product Action

In the Product Rule, go to the related list and click . Product Actions New

Set the to . This allows the system to apply the filter by default but enables Type Optional Filter users to remove the filter and see all bundles.

Link to Add Products Button

Make sure this action links to the Add Products custom action.

Step 3: Ensure Opportunity Integration

The Opportunity flagged as eco-friendly must drive this behavior.

Custom Field Dependency

Dynamic Behavior

Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.

When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.

Step 4: Test and Validate

Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:

Eco-Friendly flag # Default to eco-friendly products and bundles.

No flag # All products, including non-eco-friendly bundles, are shown.

Additional Considerations:

Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further.

User TrainingTrain sales reps on how to toggle the filter manually if needed.

This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team.

Question #:3

An admin is working on a Primary Quote attached to an Opportunity. The nice Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synced to the Opportunity, 9nd aero emor messages are displayed.

Which three reasons explain why these Products failed to create Opportunity Products?

Choose 3 srewers

Some Products we missing Rice Book Entries.

Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-

Q Validation Rules on the Opportunity Product silently fail.

D, Only Products with a price greater than zero sync to the Opportunity,

Exclude fror Opportunity is checked on die Product record.

Answer: B C D

Explanation

Issue Analysis

: Reasons for Failure

Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.

B: Products with an Effective Quantity of zero are excluded from syncing.

C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.

D: Products with a price of zero do not sync by default.

: Why Other Options Are Incorrect

A: Missing Price Book Entries prevent quoting entirely, not syncing issues.

Exclude from Opportunity

: Salesforce CPQ Reference

E: The checkbox applies to the Product Option, not the syncing process.

CPQ guidelines for syncing Quote Lines to Opportunity Products .

Question #:4

The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.

Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.

Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

Answer: B

Explanation : Requirement Overview

: Solution Details

Salesforce CPQ allows grouping of Line Items in Quote Templates.

Universal Containers wants to show Quote Line items grouped by with subtotals for Product Family each family in Quote Documents.

: Configuration Steps

Navigate to the . Quote Template

Create a new Line Items Section

In the Grouping field, set .SBQQ__ProductFamily__c

Save and test the template by generating a Quote Document. :Validation

Setting as the organizes the Quote Lines into separate SBQQ__ProductFamily__c Group field sections for each Product Family.

Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.

Question #:5

When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?

The user calculates a Quote.

The user selects a Configuration Attribute value for a Product

The user saves the Quote.

D. Create an HTML Template Content record with three tables to represent each Product Family.

The user selects a Product for the Quote.

Answer: D

Explanation

: Scenario Overview

A triggers the addition of the when a related Product is Product Rule Conference Pass Product selected.

: Key Trigger Mechanism

Product Rules with an to add products execute as soon as the user selects a Product on the Action Quote.

: Steps to Verify

Navigate to the for the Conference Pass. Product Rule

Ensure the is set to fire Evaluation Event On Initialization or Selection

: Salesforce CPQ Reference

Product Rules are typically triggered based on user actions such as adding Products or configuring attributes.

Question #:6

What is the correct order of data import to load Quote Template in CPQ?

Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions

Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions

Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions

Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions

Answer: A

Explanation

Data Import Order for Quote Templates

Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established.

Quote Template: Base structure for the quote document.

Template Sections: Define sections of the quote.

Line Columns: Specify how data appears in tables within the quote.

B. C.

Template Content: Includes HTML and text for the quote layout.

Quote Terms: Define legal or contractual terms.

Term Conditions: Conditions related to the terms.

: Salesforce CPQ Reference

Best practices for Quote Template imports align with Salesforce CPQ implementation guides for maintaining dependencies .

Question #:7

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?

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

A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the

SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support requested by the customer.

When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use the SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support requested by the customer.

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

Answer: B

Explanation :Requirement

Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the agreed end date.

:Solution

SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.

SubscriptionTerm = Number of Months: Allows the quote to define the length of the support agreement.

: Why Other Options Are Incorrect

A and C: These configurations do not align with the requirement to sell support in defined monthly increments.

D: Marking the product as contradicts the requirement that the product is non-renewable. Renewable

: Salesforce CPQ Reference

SubscriptionType and fields are detailed in the Subscription Products SubscriptionTerm configuration guide .

Question #:8

Universal Containers would like to display the sum of one of their custom fields within the standard table of the Line Editor. They do not want to replace the subtotal or total fields. Where should the Admin place the custom field to display this total?

The Summary Fields field set

The Totals Field package setting

The Segmented Summary Fields field set

The Line Subtotals Total field package setting

Answer: A

Explanation

: Requirement Overview

Display the sum of a custom field in the standard without replacing the subtotal or Line Editor table total fields.

: Solution Details

The field set on the Quote Line object controls which fields appear as totals in the Summary Fields Line Editor.

: Steps to Configure

Navigate to Setup > Object Manager > Quote Line

Locate the . Summary Fields Field Set

Add the custom field to the field set.

:Validation

Open the Quote Line Editor and confirm that the sum of the custom field appears in the standard table, alongside other totals.

Question #:9

The sales manager at Universal containers wants to ensure that bundles:

• Cannot be reconfigured when a Renewal Quote is created.

• Allow sales reps to configure bundles only on new or amendment quotes.

What should the CPQ specialist co to meet these requirements?

Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.

Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".

Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".

Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.

Answer: C

Explanation : Requirement Overview

Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.

:Solution

Use a to control when the action is available.

Custom Action Condition Reconfigure Line

Set the condition to exclude Renewal Quotes (SBQQ__Type__c != "Renewal").

: Steps to Configure

Navigate to the related to the action. Custom Action Condition Reconfigure Line

Set the condition criteria to ensure the action is only available for non-Renewal Quotes.

:Validation

Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.

Question #:10

Universal Containers (UC) offers several enterprise server bundles with professional services. UC has a large catalog of professional services that are compatible with any server. New professional services are constantly being introduced. UC wants to design the product configuration to minimize maintenance and ensure scalability.

Which two actions should the admin take to construct these new bundles?

Choose 2 answers

A.

B.

C.

Create a new Custom Action that is filtered to show only Professional Services Products.

Create a Dynamic Feature for Professional Services Products.

Create a nested bundle that contains all Professional Services Products.

Create a Filter Product Rule with a Product Action filtering for Professional Services Products.

Answer: B D

Explanation

:Requirement

Minimize maintenance and ensure scalability for professional services in enterprise server bundles. New professional services are introduced frequently, requiring dynamic handling.

: Solution Steps

Dynamic Feature (B): Allows dynamic grouping and population of professional services products, ensuring that new services are automatically included in the configuration without manual updates.

Filter Product Rule (D): Ensures only compatible professional services are displayed by applying a filtering condition with a Product Action.

: Why Other Options Are Incorrect

A: Custom Actions are useful for guiding users during selection but do not minimize maintenance or scale dynamically.

C: A nested bundle containing all services is cumbersome to maintain as new services are introduced. : Salesforce CPQ Reference

Dynamic Features and Filter Product Rules are key tools for managing scalable configurations .

DumpsCafe Salesforce-CPQ-Specialist

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Question #:1

Question #:2

Dynamic Behavior

Question #:3

Question #:5

Question #:6

Question #:7

Question #:9

: Steps to Configure

Question #:10

A.

B.

C.

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