CPQ-Specialist Practice Test

Universal Containers provide a discount for an enterprise-level customer if a single line’s
Net price is above a certain threshold. The Admin has set up a Price Rule with a reference
to a custom formula field on the Price Condition to apply the discount automatically. The
user has to click calculate twice for the discount to apply.
What is the most likely cause of the issue?

A.

The use of formula fields in Price Conditions is unsupported, so the Price Rule fires and
returns an error the first time.

B.

The Evaluation Scope of the Price rule is set incorrectly to fire on the configurator, so
the Price Rule fires on the configure Products page.

C.

The referenced formula field contains date/time date information that is unsupported, so
the Price Rule fires sporadically.

D.

The referenced formula field contains information that has yet to be calculated, so the
Price Rule fires the second time it’s evaluated.

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.

Universal Containers (UC) has a Product family called Software. When a Configuration
Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product
Family called Software. The Admin has created a Product Rule with a Configuration Rule.
Which additional supporting records should the Admin configure so the Product Rule meets
this requirement?

A.

An Error Condition should compare the Perpetual value against the Configuration
Attribute. A Product Action should Hide each Product.

B.

An Error Condition should compare the Product Family value on the Product Option
record. A Product Action should Show all Products with Product Family other than
Software.

C.

An Error Condition should compare the Perpetual value against the Configuration
Attribute. A Product Action using the Filter Field should Hide the Products.

D.

An Error Condition should check the Product Family value on the Product Option record.
A Product Action using the Filter Field should Hide the Products.

How should an admin enable renewal uplift on an Account?

A.

Change the Renewal Pricing Method to Same on the Account.

B.

Select the Combine Subscription Quantities checkbox on the Contract record related to the Account.

C.

Update the Renewal Pricing Method to Uplift on the Account, then populate the Renewal
Uplift (%) field on the Contract record.

D.

Update the Markup (%) field on the Renewal Quote.

Universal Containers has a series of required PDF documents that need to be attached to
the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?

A.

Create a new Template Section for each PDF document.

B.

Create a new Additional Document on the Quote Template for each PDF document.

C.

Select the correct Documents Folder from the Documents field on the Quote Template.

D.

Reference each PDF Document in Custom Template Content records.