Salesforce CPQ-201 Salesforce CPQ Admin Essentials for New Administrators Online Training
Salesforce CPQ-201 Online Training
The questions for CPQ-201 were last updated at May 30,2024.
- Exam Code: CPQ-201
- Exam Name: Salesforce CPQ Admin Essentials for New Administrators
- Certification Provider: Salesforce
- Latest update: May 30,2024
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?
- A . Lower bound is inclusive, upper bound is exclusive
- B . The Discount Schedule should be type Slab instead of Type Range
- C . The Discount Schedule should is a Term schedule, but should be Quantity
- D . The Discount Schedule should have Inclusive set to True.
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?
- A . Quote Line
- B . Quote
- C . Opportunity
- D . Template
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?
- A . Edit the template content and view as source, then modify HTML until clicking Check Syntax results in “No Errors.”
- B . Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders.
- C . Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders.
- D . Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.
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?
- A . Set the Roll up Field to be Product.
- B . Set the Group Field to be Product.
- C . Set the Sub Group Field to be Product
- D . Set the Total Field to be Net Total.
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?
- A . Before Calculate and On Calculate
- B . After Calculate
- C . On Calculate
- D . On Calculate and After Calculate
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?
- A . Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product Y.
- B . Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product Y.
- C . Set the Template Content field for all Product X Quote Terms to the Product X Template Content record; repeat for Product Y.
- D . Delete the second Template Section and set the Group field on the remaining Template Section to SBQQ__ProudctCode__c.
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?
- A . Create one price dimension with Type set to Custom.
- B . Create two price dimensions, one with Type set to Yearly, the other with Type set to Quarterly.
- C . Add the “Segment Type” field to the Segment Line Editor field set on the Quote Line object.
- D . Create one price dimension with Type set to Yearly and Allow Override set to True.
An Admin wants to update a field on all Quote Lines based on a Quote field.
Which setup should the Admin use?
- A . A Workflow Rule, with conditions that check the Quote field values, and a Field Update to Update the Quote Lines.
- B . Process Builder, with conditions that check the Quote field values, and the native functionality to update related records.
- C . A Custom Trigger on the Quote object, with a query to obtain all related Quote Lines, and an update operation after changing the field.
- D . A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines.
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?
- A . Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products.
- B . Apply a separate discount schedule to the Product Option records in each Bundle.
- C . Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle.
- D . Change the Product Option Type for Product L to Related Product in both Bundles.
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?
- A . Remove the margin field from the Quote Line Editor Field Set for relevant Profiles.
- B . Remove the margin filed from the Quote Line Editor Field Set for relevant Roles.
- C . Set Visible to false for relevant Profiles on the field-level security for the margin field.
- D . Set Visible to false for relevant Roles on the field-level security for the margin field.