Free Salesforce Sales-Admn-202 Exam Questions (page: 3)

Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option's quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement?

  1. Select the Multiplier checkbox on the Bundle.
  2. Select the Bundled checkbox on the Product Option.
  3. Select Component as the Type field on the Product Option.
  4. Select the Quantity Editable checkbox on the Product Option.

Answer(s): C

Explanation:

Requirement Overview:Universal Containers needs the quantity of product options in a bundle to automatically scale based on the quantity of the parent bundle product.
Salesforce CPQ Mechanism:
The Type field on the Product Option allows for specific configuration behaviors.
When the Type is set to Component, Salesforce CPQ automatically multiplies the option's quantity by the bundle product's quantity. This ensures that the dependent options align with the parent bundle quantity.
Implementation Steps:
Navigate to the Product Option record associated with the bundle.
Set the Type field to Component.
Ensure that other configuration settings, such as quantity constraints, align with the desired outcome.
Test the functionality by adding the bundle to a quote and adjusting the quantity. The option quantities should scale proportionally.
Relevant Salesforce CPQ Documentation:This behavior is a standard feature in Salesforce CPQ and is documented under Product Bundles and Options Configuration.



Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below. Product A is an option in a bundle and has a list price of $100.



Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is applicable?

  1. $1, 125.00
  2. $1, 275.00
  3. $1, 350.00
  4. $1, 320.00

Answer(s): B

Explanation:

Scenario Breakdown:
Product A has a base list price of $100.
A quantity of 15 is entered on the quote.
Gold Hardware Maintenance Discount applies because contracted pricing is enabled.

Discount for the quantity range (11­20) is 15% (as shown in the table).
Net Price Calculation:
List Price = $100
Discount = 15%
Quantity = 15
Net Total Price = $100 × 15 × (1 - 0.15) = $1, 275.
Justification for Selected Discount:According to Salesforce CPQ guidelines, when contracted pricing applies, it takes precedence over other Discount Schedules. The Gold Discount Schedule is therefore applied.
Testing and Validation:Test the configuration using a sample quote to ensure the correct schedule is applied and the net total price matches the expected value.



An admin has created a text field Configuration Attribute for Bundle

  1. The admin wants the attribute to start with a dynamic value the moment the configuration page loads.
    Which steps should the admin take to meet this requirement?
  2. Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.
  3. Create a Process Builder to update the Product Option field that is used for the ConfigurationAttribute value. Set the process to trigger upon new record creation.
  4. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
  5. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.

Answer(s): B

Explanation:

Requirement:Populate a Configuration Attribute with a dynamic value when the configurator page loads.
Solution Mechanics:
Process Builder can be used to dynamically set values on records based on predefined logic. By targeting the Product Option field, which maps to the Configuration Attribute, Process Builder ensures that the value is set upon record creation.
Steps to Implement:
Create a new Process Builder.
Trigger on the creation of the Quote Line record (or related record based on Configuration Attribute setup).
Define criteria to determine the dynamic value.

Use the Update Records action to populate the Product Option field with the default value.
Advantages of Process Builder:
Allows for dynamic and conditional logic.
Automates the default value population without user intervention.
Testing and Validation:
Create a test bundle with the Configuration Attribute. Load the configurator and verify that the attribute is pre-populated.



Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates. How can a CPQ Specialist meet this business requirement?

  1. Separate Quotes must be created for each unique Start Date.
  2. Set both the Order by Quote Line Group and Ordered checkboxes to True.
  3. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
  4. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.

Answer(s): D

Explanation:

Business Requirement Context:
Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines. Each Order generated will correspond to a unique Start Date.
Key Salesforce CPQ Features:
Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.
Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.
Step-by-Step Configuration:
Navigate to the Quote in Salesforce CPQ.
Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation. Check the Ordered checkbox on the Quote to mark it ready for Order generation.
Expected Outcome:
When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.
Validation and Testing:

Create a Quote with multiple Quote Lines having different Start Dates. Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.


Reference:

This approach is aligned with Salesforce CPQ's guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation.



"UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__c already exists and is located on the Quote object.
What is the correct syntax to insert this into an HTML Template Content?

  1. {!quote.Additional_Text__c}
  2. {Iquote__r.Additional_Text__c}
  3. {ISBQQ__Quote__r.Additional_Text__c}"
  4. {ISBQQ__Quote__c.Additional_Text__c}

Answer(s): A

Explanation:

Field Location and API Name:
The custom text field Additional_Text__c resides on the Quote object. In Salesforce CPQ, the correct syntax to reference fields in HTML templates is to use the merge field syntax appropriate to the object.
Syntax
{!quote.Additional_Text__c} directly references the field from the Quote object in a format recognized by the CPQ document generation engine.
Alternative options such as {ISBQQ__Quote__r.Additional_Text__c} reference lookup relationships and do not apply here.
Salesforce CPQ


Reference:

As per the Quote Template Content documentation, use the merge fields directly associated with the object being utilized in the template .



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