Sales-Admn-202 Exam Dumps - Salesforce Certified CPQ Administrator

To update Product Option B’s quantity in real time when Product Option A is selected, a Price Rule must trigger dynamically in the configurator. Option A sets the Evaluation Scope to "Configurator" (for real-time updates during configuration), the Configurator Evaluation Event to "Edit" (triggering when edits occur), and "Apply Immediately" on Product Option B (ensuring its quantity updates instantly). Option B (Calculator scope) applies during price calculation, not real-time configuration. Option C targets Product Option A’s immediacy, but the rule must affect B’s quantity. Option D combines Calculator scope with A’s immediacy, missing the real-time configurator need. Salesforce CPQ documentation supports Configurator scope for real-time updates.

ï‚· Scenario:

The Create Order button generates an Order with half the Quote Lines, and the Ordered checkbox is selected.

ï‚· Outcome:

When the Ordered checkbox is checked, remaining Quote Lines are eligible for a new Order. A second Order will be generated for the remaining lines.

ï‚· Why Other Options Are Incorrect:

A: An Order without Order Products is invalid in this scenario.

C: No error is thrown because multiple Orders are allowed from the Quote.

D: Existing Orders are not updated with new Quote Lines.

ï‚· Salesforce CPQ Reference:

The behavior of the Create Order button is detailed in CPQ Order Management documentation ​.

ï‚· Requirement Overview:

Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.

ï‚· Solution:

Use the Additional Document feature on the Quote Template to include PDF files in the generated output.

ï‚· Steps to Configure:

Navigate to the Quote Template.

Create an Additional Document for each required PDF:

Reference the document stored in Salesforce.

Save the Quote Template.

ï‚· Validation:

Generate a Quote document and confirm that the Additional Documents are included as attachments.

ï‚· Requirement:

Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.

ï‚· Solution:

Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.

Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.

ï‚· Why Other Options Are Incorrect:

B and D: These require additional customization (e.g., creating a custom Lightning button or Flow) and are not standard CPQ features.

ï‚· Salesforce CPQ Reference:

The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard CPQ tools ​.

ï‚· Requirement:

To allow sales reps to view a subset of products via a button in the Quote Line Editor.

ï‚· Solution:

A Custom Action with a Search Filter is configured to dynamically limit the displayed products.

ï‚· Mechanism:

The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to display only the desired subset of products.

ï‚· Salesforce CPQ Reference:

Custom Actions and Search Filters are documented as the preferred method to customize product visibility in the Product Selection process .

Requirement:

Prevent users from reconfiguring a bundle after its initial configuration.

Solution:

Set Configuration Type to Allowed to permit configuration during initial setup.

Set Configuration Event to Add to allow configuration only when the product is added, blocking reconfiguration later.

Why Other Options Are Incorrect:

A: Disabled blocks all configuration, including initial setup.

B: Configuration Event = Always allows continuous reconfiguration.

D: Reconfigure Line Custom Action is unrelated to this requirement.

Salesforce CPQ Reference:

Configuration Type and Event settings are documented in Bundle Configuration ​.

ï‚· Requirement Overview:

Universal Containers wants to sell monthly subscriptions and round additional days up to the nearest month when calculating prorated prices.

ï‚· Solution Details:

Subscription Term Unit = Month: Ensures that subscriptions are billed on a monthly basis.

Subscription Prorate Precision = Month: Rounds up additional days to the next month.

ï‚· Steps to Configure:

Navigate to CPQ Package Settings > Subscription and Renewal Settings.

Set the Subscription Term Unit to Month.

Set the Subscription Prorate Precision to Month.

Save and test the configuration by creating a Quote with subscription products.

ï‚· Validation:

Ensure that additional days are rounded up to the next month in the prorated pricing calculation​​.

ï‚· Requirement:

Organize quoted products by project milestones and generate a separate Order for each Quote Line Group.

ï‚· Solution:

Use Salesforce automation to set the Order by Quote Line Group field on the Quote. This ensures the system generates separate Orders based on the grouping in the Quote Line Editor.

ï‚· Why Other Options Are Incorrect:

B: Relying on notes is manual and error-prone, lacking automation for generating separate Orders.

C: Validation Rules prevent specific actions but do not help organize Orders by Quote Line Group.

D: Custom picklist fields are unnecessary when Order by Quote Line Group exists as a standard feature.

ï‚· Salesforce CPQ Reference:

The Order by Quote Line Group feature is outlined in Order Management Configuration ​.