Cpq specialist Study guides, Class notes & Summaries

SALESFORCE CPQ SPECIALIST EXAM 2024 which lifecycle is CPQ a key part of? - correct answer lead to cash What are the 4 types of product rules? - correct answer validation, selection, filter, and alert rules CPQ ____ help ensure sales reps are putting together the right products and bundles every single time. - correct answer product rules ___ confirm that a quote's product combinations or quote line field values match predetermined conditions. - correct answer validation rules ...

SALESFORCE CERTIFIED CPQ SPECIALIST EXAM 2024 Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote. 1. Revenue Account on the quote object is set as "Interest Revenue". 2. Product A has been added to the quote line. 3. User Count on the account is greater than 25. According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product A needs to exist o...

a. In the package settings, set Subscription Prorate Precision to Monthly. Universal Containers sells their subscription products only in whole months. The Users at Universal Containers are sometimes entering values into Start Date and End Date and leaving Subscription Term blank. They are finding that subscription pricing is not working as they would expect because the dates they are choosing do not equate to exact months. This leads to pricing that may be a few cents or even a few dollars off...

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 Option Layout to Tabs on the Product B. Set and choose a Category on the Feature. C. Set Option Layout to Tabs on the Feature. D. Set and choose a Group on the Feature. B NOT C: option layout is available on parent product (and not on feature) however leaving this value blank still sets the t...

Where does the Option Selection method appear? Product detail page Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote. 1. Revenue Account on the quote object is set as "Interest Revenue". 2. Product A has been added to the quote line. 3. User Count on the account is greater than 25. According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product ...

Salesforce Certified CPQ Specialist Exam 2023

A bundled product is up for renewal. The bundle is not carrying over to the new contract correctly. What setting needs to be checked in order to make sure that happens? - correct answer Check the package setting A user is getting an exception on the Quote Template. How should they debug the Quote Template? - correct answer Clone the template. Take out section by section until the problem is fixed. Compare with the original template. How can a pricing rule be used to apply uplift pricing if...

which lifecycle is CPQ a key part of? lead to cash What are the 4 types of product rules? validation, selection, filter, and alert rules CPQ ____ help ensure sales reps are putting together the right products and bundles every single time. product rules ___ confirm that a quote's product combinations or quote line field values match predetermined conditions. validation rules Set up rules to automatically add, remove, hide, enable, or disable options in a bundle. ...

Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote. 1. Revenue Account on the quote object is set as "Interest Revenue". 2. Product A has been added to the quote line. 3. User Count on the account is greater than 25. According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product A needs to exist on the quote line and the User Count needs to be great...

Salesforce Certified CPQ Specialist