Universal Containers (UC) has an upcoming user conference that UC wants to promote to its customers. The admin has created a Product Selection Rule to automatically add a Conference Pass Product to all new Quotes. When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?
Answer : D
In Salesforce CPQ, Product Selection Rules automatically add products to a Quote based on defined conditions. These rules typically evaluate and execute when the Quote is saved, as this triggers the full application of rules and updates to the Quote Lines. Option D aligns with this behavior---saving the Quote ensures the Conference Pass is added. Option A (Configuration Attribute selection) relates to configurator actions, not quote-level rules. Option B (Product selection) triggers option-specific rules, not quote-wide additions. Option C (Quote calculation) updates pricing, not product additions. Salesforce CPQ documentation confirms rule execution on save.
Universal Containers 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
Which pricing method should the admin select for this service?
Answer : B
Tiered pricing in Salesforce CPQ applies a cumulative price where each tier has a marginal rate (e.g., $9 per unit above 100). This matches the scenario: $1,000 for 0-100 units, then $9/unit for 101-500, $8/unit for 501-1,000, and $7/unit above 1,000, building on the prior tier's total (e.g., $4,600 at 500). Option B (Tiered) supports this incremental pricing model. Option A (Block) uses fixed prices per range, not cumulative rates. Option C (Segmented) isn't a standard CPQ pricing method. Option D (List) applies a flat unit price, ignoring tiers. Salesforce CPQ documentation defines Tiered pricing for this use case.
Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have agreed to a Quantity of 100 licenses for the term of the Contract. The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses. After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of the three quote lines and subscriptions for the below transactions:
* The original sale
* The first amendment
* The second amendment
Answer : B
In Salesforce CPQ, amendments adjust subscription quantities incrementally. The original sale (Quote Line and Subscription) is 100. The first amendment reduces to 80, a decrease of 20, so the Quote Line is 80 (absolute), and the Subscription delta is -20 (reflecting the change). The second amendment increases to 120, an increase of 40 from 80, so the Quote Line is 120, and the Subscription delta is 40. Subscription quantities in amendments show the net change (-20, 40) rather than absolute values (80, 120), aligning with CPQ's amendment mechanics. Option B correctly reflects this: Quote Lines (100, 80, 120) show user-facing totals, while Subscriptions (100, -20, 40) show deltas. Salesforce CPQ documentation explains this behavior in amendment scenarios.
Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example, buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable.
Licenses | Price
1-5 | $1,000
6-10 | $1,800
11-20 | $3,000
21-50 | $5,000
50+ | $8,000
Which three steps should the admin take to set up this pricing? (Choose 3 answers)
Answer : A, B, E
Block pricing in Salesforce CPQ is used when a fixed price applies to a quantity range, as in this tiered pricing scenario (e.g., $1,800 for 6-10 licenses). Option A sets the Pricing Method to 'Block' on the Product, enabling this model. Option E involves creating Block Pricing records for each tier (e.g., 1-5 = $1,000), defining the fixed prices. Option B (Non Discountable = True) ensures no further discounts apply, meeting the requirement. Option C (Fixed Price) applies a single price regardless of quantity, not tiered pricing. Option D (Slab Discount Schedule) is for percentage-based discounts, not fixed block prices. Salesforce CPQ documentation validates this setup for block pricing.
When selecting Product Option A inside a bundle, Universal Containers has a requirement that Product Option B's Quantity should be updated in real time. Which settings should be used on the Price Rule and product option to meet these requirements?
Answer : A
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.
Universal Containers (UC) defines a Warranty Period in a field on
its Products and wants to ensure that this Warranty Period is
correctly stored on the Asset record. A twin fleld has been
created on the Asset record. UC contracts from the Order.
When leveraging the twin field functionality to pass this
Informaticn to the Asset record, on which object should the admin create a twin field?
Answer : D
Requirement:
Ensure the Warranty Period from the Product is correctly transferred to the Asset record.
Solution:
Create a twin field on the Quote Line because:
The Quote Line stores product-specific information during quoting.
When the Quote is contracted, the twin field ensures the value is passed to the Order Product and then to the Asset record.
Why Other Options Are Incorrect:
A: The Product Option is used within bundles and does not directly transfer to the Asset.
B: The Order Product receives data from the Quote Line, so the twin field must originate there.
C: The Opportunity Product is not involved in the CPQ twin field data flow.
Salesforce CPQ Reference:
Twin fields and their data flow from Quote Line to Asset are detailed in CPQ Field Mapping Documentation .
Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote.
At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?
Answer : A
Requirement Overview:
Sales reps need to know when manual overrides on a Discount Schedule will remain unaffected by Admin updates.
Key Behavior:
When the Save or Quick Save button is clicked, the manual override is committed, and the Discount Schedule changes made by the Admin will not affect it.
Validation:
Test the behavior by manually overriding a discount, saving the Quote, and confirming that Admin updates to the Discount Schedule do not impact the saved Quote.