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The Salesforce CPQ-301 certification exam is designed for professionals who want to configure and administer Salesforce CPQ (Configure, Price, Quote) solutions. The exam tests the candidate's skills and knowledge in areas such as product configuration, pricing, quoting, and order management. The certification is ideal for sales operations professionals, sales managers, product managers, and consultants who work with Salesforce CPQ.
NEW QUESTION # 17
What is a valid formula for use in a Price Action where Target Object is Quote Line?
- A. SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c
- B. SBQQ__Feature__r.SBQQ__Number__c
- C. SBQQ__Product__r.Name
- D. $User.FirstName
Answer: C
NEW QUESTION # 18
An admin is setting up multiple Option Constraints. When configuration the bundle. a user should be unable to select Product B unless the user has also selected Product A.
What are two steps the Admin must take to set up the Option Constraint?
Choose 2 answers
- A. Option Constrain Group should be populated.
- B. The Active checkbox should be set to True.
- C. Check Prior purchases should be set to False.
- D. type should be dependency.
Answer: B,D
NEW QUESTION # 19
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
- A. The Price Rule uses a combination of AND OR logic evaluating three or more Price Conditions.
- B. One or more Price Condition records have a lookup to a Summary Variable.
- C. The Price Rule uses a custom lookup object to store key-value pairs for price Conditions.
- D. One or more Price Condition records use a formula that references a non-CPQ object field.
Answer: A
NEW QUESTION # 20
Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager.
How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?
- A. Let the user choose the Approver manually and create a Validation Rule to prevent the user from choosing a different Approver than the manager.
- B. Populate the Approver lookup on the Approval Rule with the Approver corresponding to the user's manager.
- C. Set Next Automated Approver Determined By to Manager on the Approval Process.
- D. Define the Approver Field on the Approval Rule as a custom Quote field which contains the user's manager's User ID.
Answer: D
NEW QUESTION # 21
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?
- A. Set the Product's Product Code as the only null Product Code of any Product.
- B. Set the Product's Sort Order as the only null Sort Order of any Product.
- C. Set the Product Code as the first alphabetically of any Product's Product Code.
- D. Set the Sort Order as the lowest numerical value of any Product's Sort Order.
Answer: D
NEW QUESTION # 22
Universal Containers (UC) has products that will only be utilized as Product options inside five different bundle products. When a user adds products to the Quote line Editor, UC wants:
*Bundle products to show in the Product Selection page.
*Products that are Product Options of the bundles to be excluded from the product selection page.
How should the Admin set up the bundles?
- A. Select the selected checkbox on each Product Option and mark the Product inactive.
- B. Select the component checkbox on any Product that is a Product Option for the bundles.
- C. Select the Hidden checkbox for any Product that is a Product Option for the bundles.
- D. Select the bundled checkbox on each Product Option and mark the Product inactive.
Answer: B
NEW QUESTION # 23
When amending a contract, users have reported that the net pricing of some products is Incorrect. The admin has done a preliminary investigation and found that the issue only happens on existing products when the quantity is adjusted.
What is the likely cause'
- A. The products' Pricebook Entry prices were changed after the Contract was generated.
- B. The Use Legacy Amend/Renew Service is TRUE in the package settings.
- C. The Renewal Price and the Net Price on the Upgraded Subscriptions are different values.
- D. The products have a Discount Schedule and Cross Order Is unselected.
Answer: D
NEW QUESTION # 24
Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor.
How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?
- A. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user's profile.
- B. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user's profile.
- C. Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user's profile.
- D. Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user's profile.
Answer: B
NEW QUESTION # 25
Upon renewal of a Contract, a user has reported that bundles are being created without preserving the structure This leads to validation errors and unwanted price changes. The admin has identified that Preserve Bundle Structure is set to FALSE on a system generated Contract record.
What should the admin do to prevent this Issue from happening In the future?
- A. Set Preserve Bundle Structure to TRUE on existing Contract and Account Records, and update the Preserve Bundle Structure setting in the Installed Package Settings to TRUE,
- B. Set Preserve Bundle Structure to TRUE on existing Account Records, and change the default field value on the Contract object to TRUE.
- C. Set Preserve Bundle Structure to TRUE on existing Contract Records, and set field level security for Preserve Bundle Structure on the Contract object to only be editable by System Admins.
- D. Set Preserve Bundle Structure to TRUE on existing Account Records, and update the Re-evaluate Bundle Logic on Renewals setting in the Installed Package Settings to TRUE.
Answer: D
NEW QUESTION # 26
Universal Containers need to generate two styles of PDF output, one that includes prices in the line item table of the quote is primary, and another that hides prices when the quote is not primary. Where should the Admin reference the primary checkbox field to set up this requirement?
- A. In the Conditional Print Field of a Template Section for only price Line Columns.
- B. In the Conditional Print Field for each price Line Column
- C. In the Hide Line Currencies Field in the Quote Template.
- D. In the Show Currencies Field in the Line Items Template Section.
Answer: A
NEW QUESTION # 27
When using Advanced Approvals, a sales rep submits a Quote for Approval. On the Preview Approvals page, multiple Approval Chains display on screen from left-to-right.
How is the approval order determined?
- A. The Approval Chain with the lowest Approval Step is completed first.
- B. The Approval Chains are completed in the order displayed on screen.
- C. The Approval Chain with the lowest Final Approval Step value is completed first.
- D. The Approval Chains start the same time and are completed independent of other chains.
Answer: C
NEW QUESTION # 28
An admin wants Configuration Attribute X to appear on the configuration page of bundle Y. The value selected will drive a Selection Product Rule and be listed in a Line Item Column in the output document.
On which objects will the admin need to create the Configuration Attribute X custom field to meet this requirement?
- A. Product Option and Quote
- B. Configuration Attribute and Product Option
- C. Configuration Attribute and Quote
- D. Product Option and Quote Line
Answer: D
NEW QUESTION # 29
Universal Containers wants to automatically generate Contracted Prices for certain products in its catalog across all Accounts whenever a Contract is created.
Which field should the Admin adjust to ensure that the desired products have Contracted prices created for all Accounts?
- A. Set the Generate Contracted Prices field on the Quotes on these Accounts.
- B. Set the Generated Contracted Price picklist on the desired product records.
- C. Set the Generate Contracted prices filed on the Opportunities on these Accounts.
- D. Set the Generate Contracted Price picklist on the desired Quote Lines before creation.
Answer: A
NEW QUESTION # 30
What is the correct order of data import to load Products and Product bundles in CPQ?
- A. Product Features, Product, Product Options, Option Constraints
- B. Product, Product Features, Product Options, Option Constraints, Configuration Attributes
- C. Product Rules, Error Conditions, Configuration Rules, Product Action
- D. Product Option, Product Feature, Product, Option Constraints, Configuration Attributes
Answer: B
NEW QUESTION # 31
Universal Containers (UC) sells two fixed-priced subscriptions (Products A and B) and one Percent Of Total subscription Product (Product C), which is calculated as a percentage of the List total of Products A and D. Both Products A and B are marked as 'Include in Percent Of Total". UC also wants to enable ramping of quantities and pricing for all three Products on a yearly basis.
Which solution should the admin use to meet the requirement?
- A. Implement a Quote Calculator Plugin (QCP) to aggregate Product A and B by segment.
- B. Use Quote Line Groups for each annual term and set the Percent Of Total Scope on Product C to Group.
- C. Add Products A, B, and C to the Quote for the desired Quote Subscription Term.
- D. Set the Percent Of Target to Product C for Product A and B
Answer: D
NEW QUESTION # 32
The admin at Universal Containers has set up a Price Dimension on its Service Warranty subscription product with the Type of "Monthly".
What is the expected outcome when the Service Warranty product is added to a Quote with a Subscription Term of six months?
- A. One Quote Line is generated with pricing prorated for one month.
- B. Six Quote Lines are generated each with pricing prorated for six months.
- C. One Quote Line is generated with pricing prorated for six months.
- D. Six Quote Lines are generated each with pricing prorated for one month.
Answer: D
NEW QUESTION # 33
"UC sells Product A with a tiered pricing model using a discount schedule with three discount tiers. They signed an agreement with their client ACME Tools that give this client a 50% discount on Product A with a flat rate for next calendar year.
Which set of actions would meet these requirements?
- A. Create a price rule that clears the discount schedule and injects 50% into the Additional Discount field on the quote lines for Product A when the account associated with the quote is ACME Tools.
- B. Create a price book specific to ACME Tools with a price book entry at half the price for Product A and create a workflow rule that assigns this price book to all opportunities for ACME Tools."
- C. Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record.
- D. Create a price rule that applies the 50% discount to the list price and injects it into the Customer Price field on the quote line when the account associated with the quote is ACME Tools.
Answer: C
NEW QUESTION # 34
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?
- A. Edit the "Quote Line Layout" page and drag the Process field into the "Line Editor" section.
- B. Add the "Process" field to the "Line Columns" multi-select picklist on the Salesforce CPQ Installed Package settings.
- C. Update the EditLinesFieldSetName formula to return "Process" in the returned comma-separated stream.
- D. Edit the "Line Editor" field set on the Quote Line object and drag in the "Process" field.
Answer: D
NEW QUESTION # 35
Given a customer's tiered pricing model, an Admin wants to allow users to define Discount Tiers and use those values as the Regular Price instead of an Amount deducted from the List Price.
How should the Admin configure the Discount Schedule to meet this requirement?
- A. Set the Discount Unit to Amount, choose All from the Override Behavior picklist, and then select the Use Price for Amount checkbox.
- B. 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.
- C. 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.
- D. 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.
Answer: D
NEW QUESTION # 36
What type(s) of email template formats does SBAA allow?
- A. HTML
- B. All of the above,
- C. Plain Text
- D. Visualforce
Answer: D
NEW QUESTION # 37
Universal Containers needs to generate two styles of PDF output, one that includes prices in the line item table if the Quote is another that hides prices when the Quote Primary checkbox is False.
Where should the admin reference the Primary checkbox field to set up this requirement?
- A. The Conditional Print Field of a Template Section for only price Line Columns
- B. The Hide Group Subtotals Field on the Quote Template
- C. The Hide Totals Field on the Quote Template
- D. The Conditional Print Field for each price Line Column
Answer: D
NEW QUESTION # 38
Universal Containers sells products that require serial numbers assigned to each product that is sold. These products do not expire and the serial number is assigned to each record after the contract is created. Which Product field value should the Admin set up to handle this use case?
- A. Asset Conversion: One Per Line
- B. Subscription Price: List Price
- C. Subscription Type: One-Time
- D. Asset Conversion: One Per Unit
Answer: D
NEW QUESTION # 39
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