Free Salesforce Sales-Admn-202 Exam Questions (page: 4)

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

  1. Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions
  2. Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions
  3. Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions
  4. Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions

Answer(s): 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. 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 .



Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor.
Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?

  1. Enable the Partner Discount in the Calculating Fields field set
  2. Ensure the ChannelDiscountsOffUst__c field value is set to 1.
  3. Enable the Calculate Immediately field on the Pricing and Calculation tab.
  4. Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.

Answer(s): C

Explanation:

Real-Time Calculation:
The Calculate Immediately field in CPQ ensures that pricing calculations occur automatically when changes are made in the Quote Line Editor without requiring manual saving.
Field Behavior:
Enabling this field configures CPQ to detect changes to the Partner Discount or other relevant fields and trigger real-time recalculations.
Salesforce CPQ


Reference:

Configuration settings for real-time pricing calculations are documented in the Pricing and Calculation Package Settings .



An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.

  1. Create a Quote formula field named StartSegment_c that returns 0.
  2. Set the Price Dimension's Type to One-Time.
  3. Set the Product's Default Pricing Table to Standard.
  4. Set the Display Order of the Desegment Line action to 1.

Answer(s): C

Explanation:

Unsegmented Product Setup:
By setting the Default Pricing Table to Standard, the product appears unsegmented when first added to a quote.
This allows users to manually segment the product later if necessary.
Default Pricing Table Configuration:
The Standard table ensures that pricing is applied uniformly across the quote without segmentation.
Salesforce CPQ


Reference:

This behavior is defined in the Price Dimension Configuration Guidelines in CPQ documentation .



Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?

  1. Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.
  2. Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
  3. Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.
  4. Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.

Answer(s): B

Explanation:

Dynamic Features:
A Dynamic Feature allows administrators to automatically update or populate Product Options for a bundle based on defined rules and conditions.
Filter Product Rules:
Applying a Filter Product Rule ensures that only relevant or newly available products appear as options for the bundle. This reduces manual maintenance while keeping the bundle dynamic.
Salesforce CPQ


Reference:

Dynamic Features and Filter Product Rules are part of advanced bundling techniques documented under Product Configuration .



Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?
Quote line field values:
*List price: $100
*Quantity: 5
Discount Schedule field values:
*Type: Slab
*Discount Unit: Percent

  1. $480.00
  2. $450.00
  3. $500.00
  4. $470.00

Answer(s): D

Explanation:

Scenario Breakdown:
List Price = $100
Quantity = 5
Discount Schedule Type = Slab
Discount Unit = Percent
Slab Discount Mechanism:
In a Slab Discount Schedule, the discount applies to the units within each tier individually, not cumulatively.
If the quantity is within the first slab, no discount applies unless specified for that slab.
Calculation:
Assuming the Discount Schedule for the first slab (1­5) has a 6% discount:
Regular Unit Price = List Price × (1 - Discount Percent) Regular Unit Price = $100 × (1 - 0.06) = $94 per unit.
For 5 units: Total Price = $94 × 5 = $470.
Validation:This approach aligns with Salesforce CPQ Discount Schedule functionality for Slab Type Discount.
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