A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True.
What are two ways a sales user should generate an accurate Renewal Quote? Choose two answers.
A. Clone the original Quote and update Quote Type to Renewal.
B. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related list.
C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
D. Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.
A User at Universal Containers has created a new quote on Opportunity Z, which includes a fixed price subscription product. The Opportunity has been updated to Closed/Won, and the "Contracted" checkbox is marked TRUE; however, the contract is not generated. Which fields are likely causing the issue?
A. Primary and Subscription Term
B. Primary and Start Date
C. Primary, Subscription Term, and End Date
D. Subscription Term and End Date
Universal Containers wants to apply an additional discount of 15% to the Quote when Payment Frequency is Monthly or Bi-Weekly and Product A is added or User Count greater than 25 is defined. What is the correct Price Rule Setup?
A. One Price Rule with Conditions Met set to Custom, three Price Conditions, and one Price Action.
B. Four Price Rules with Conditions Met set to All, one Price Condition each and one Price Action each.
C. One Price Rule with Conditions Met set to All, four Price Conditions, and one Price Action.
D. Two Price Rules with Conditions Met set to All, one Price Condition on one rule and two on the other, and one Price Action each.
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.
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book. When the Product is selected under a bundle, the price should be included as part of the bundle.
How should the Admin meet this requirement?
A. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the Selected field to True.
B. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the System field to True.
C. Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD. Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR. On both Product Option records, set the Required field to True.
D. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the Bundled field to True.
The sales reps at Universal Containers want the Quote Line Editor to always display the column headers and the Quote Total on the desktop user interface, regardless of how many Quote Lines are present. How can an admin meet the requirement?
A. Enable the Group Line Items checkbox on the Quote to be checked by default.
B. Enable Large Configurations to freeze the Total and Column Headers.
C. Enable Compact Mode so all of the Quote Lines fit on the screen at once.
D. Enable Large Quote Experience to freeze the Total and Column Headers.
Universal Containers (UC) sells Its Support SKU both as a stand-alone Product and a Product Option within a bundle. When sold as a stand-alone Product, the expected List Unit Price Is si,000. When sold as part of a bundle, UC wants to
reduce the List Unit Price to S800.
What should the admin do to meet the requirement?
A. Enter 20 into the SBQQ__Discount__c field on the Product Option to reduce the price from $1,000 to $800.
B. Enter 800 Into the SBQQ__UnitPrice__c field on the Product Option to define a bundle- specific price for Support.
C. Create a Product Rule to Insert 800 into the SBQQ__ListPrice__c field on the Quote Line when the SBQQ RequlredBv__c field is blank.
D. Create a workflow rule to insert 800into the SBQQ__ListPrice__c field on the Quote Line when the SBQQ__RequiredBy__c field is blank.
Universal Containers has developed a new subscription Product that will replace another subscription Product.
The admin needs to ensure:
1.
Only the new Product can be added to new Quotes.
2.
Contracts with the old Product can be amended.
3.
Renewals will be created with the replacement Product.
Which two actions should the admin take to meet the requirements? Choose 2 answers
A. Uncheck the Active field on all Price Book entries for the old Product.
B. Set the Renewal Product field on the old Product to lookup to the new Product.
C. Update the SBQQ__Product__c field on the Subscriptions that need to be renewed.
D. Make the Product unavailable by unchecking the Active field on the old Product.
Universal Containers (UC) serves different Quote Line fields to users based on whether a Quote represents business, an amendment, or a renewal. Users have complained about numerous renewal- related Quote fields that show up in the Quote Line Editor irrespective of the Quote's Type.
In addition to creating custom Quote field sets for each Type, how should the UC admin meet this requirement?
A. Create a Quote Line formula field called EditLinesFieldSetName that returns the name of the applicable field set.
B. Create a Quote formula field called HeaderFieldSetName that returns the name of the applicable field set.
C. Use a Price Rule to populate the Quote field called HeaderFieldSetName with the name of the applicable field set.
D. Use a Price Rule to populate the Quote field called EditLinesFieldSetName with the name of the applicable field set.
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?
A. Enable the Partner Discount in the Calculating Fields field set
B. Ensure the ChannelDiscountsOffUst__c field value is set to 1.
C. Enable the Calculate Immediately field on the Pricing and Calculation tab.
D. Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.