An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs. Which step should the Admin take to meet this requirement?

A.

Set and choose a Category on the Feature.

B.

Set Option Layout to Tabs on the Feature.

C.

Set Option Layout to Tabs on the Product.

D.

Set and choose a Group on the Feature.

Universal Containers wants a group of users to receive Approval requests at the same time. Only one user
from the group needs to respond to the Approval request.
What should the Admin do to meet this requirement?

A.

Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same
Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule.

B.

Create an Approver record for each user, and a single Approval Rule record related to one of the
Approvers. Using the Next Approver lookup field, sequence each Approver record to form a chain.

C.

Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to true and
Approval Step 1 for each rule, then add all rules to the same Approval Chain.

D.

Create an Approver record related to the Approval Rule, and reference a Group ID for the users who
will be involved. Set the unanimous checkbox to False on the Approver record.

Universal Containers wants to apply different Discount Schedules depending on the currency of the Quote,
how should the Admin set this up?

A.

Create a Lookup Relationship on the Quote to the Discount Schedule for the user to populate.

B.

Using a Price Rule, Inject the ID of the Discount Schedule sourced from a formula field on the Quote
Line.

C.

Modify the Discount Schedule formula field on the Quote Line to reference the IDs of your Discount
Schedules.

D.

Create a Discount Schedule for each currency in the related list on the Product.

The Admin wants to ensure that within one bundle. Products A and B cannot both be added to the quote.
During Configuration, the user should be able to freely switch between these options. If a user selects both, the
system should only add Product A to the quote rather than product B. Which setup should the Admin use to
meet these requirements?

A.

Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B
are both selected. If so, a message will display, instructing the user to remove Product B.

B.

A Product Selection Rule where two Error conditions with Summary Variables test of Product A and B
have both been selected. If so, a Product Action will remove Product B.

C.

A Product Selection Rule where the Product Action with the lower Order removes Product A when
Product B is chosen, and the Product Action with the higher Order removes Product B when Product A
is chosen.

D.

A Product Alert Rule where two Error Conditions with Summary Variable test of Product A and B have
both been selected. If so, a message will display, instructing the user to remove Product B.

Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach
the brochure to each email sent.
What should the Admin do to simplify this process?

A.

Manually attach the PDF as an Additional Document on each Quote the sales rep sends.

B.

Add the PDF as a required Additional Document on the Quote Template.

C.

Upload the PDF into the Documents object folder named Output Attachments.

D.

Create an HTML Template Content record for the PDF and include it in a Template Section.

User A at Universal Containers has an active quote with Company A. Before the quote is finalized, however,
Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of
the products that User A is quoting. An Admin has correctly configured the contracted price. When User A
recalculates, however, the contracted price is not applied. What explains this behavior?

A.

The User must press Refresh Prices to see the effect.

B.

The quote line for this product has Non Discountable checked.

C.

The contracted price is only applied when adding a product.

D.

The User must set Allow Contracted Prices on their quote.

In Universal Containers’ original implementation, all Additional Discount fields were removed from the Quote
Line Editor Interface in favor of a custom field. Today, Universal Containers wants to use the out-of-the-box
Additional Discount field to apply on a Product-by-Product basis for all Products.
To which Field Set does the Admin need to add the Additional Discount field?

A.

The Quote Line object’s Summary Fields Field Set.

B.

The Quote object’s Line Editor Field Set.

C.

The Quote Line object’s Line Editor Field Set.

D.

The Quote Line Group object’s Line Editor Field Set.

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?

A.

Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product
Configuration.

B.

Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.

C.

Use Nested Bundles to reduce the number of Product Options that need to be maintained when new
products become available.

D.

Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to
existing bundles.

"UC sells a monthly subscription service with tiered pricing:
Total Price
$1,000 for the first 100 units
$1,000 plus $9 per unit above 100
$4,600 plus $8 per unit above 500
$8,600 plus $7 per unit above 1,000

A.

Block

B.

List

C.

Segmented

D.

Tiered

Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on the
Opportunity. Since an Account can have many different Contracts, the Admin implemented a Contract Name
field
to allow the user to enter identifying information on each Contract record.
How can the Admin ensure that the user is presented with the custom Contract Name field when the user
initiates an Amendment?

A.

Create a custom Field Set on Contract and add the custom Contract Name fields to the field Set.

B.

Add the custom Contract Name field into the Active Contract Lookup Field Set on the Opportunity
object.

C.

Add the custom Contract Name field into the Active Contract Lookup Field Set on the Contract object.

D.

Create a custom Page Layout and add the custom Contract Name field to the layout.