Sales-Admn-202 시험 - Salesforce실제시험문제와 답 - 212문항

Question No : 1

Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes.
How should the Admin set up this data flow?

A.A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.
B.Renewal Quote Line values are automatically mapped from original Quote Lines.
C.A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.
D.A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.

정답:
Explanation:
Requirement:
Ensure that custom field data from original Quote Lines flows into Renewal Quote Lines.
Solution:
Use twin fields on the Asset and Subscription objects to store and transfer data. Twin fields are automatically mapped during renewal processes, ensuring data flows seamlessly. Why Other Options Are Incorrect:
A: A formula field cannot persist data on Renewal Quotes.
B: Automatic mapping does not apply to custom fields without twin fields.
C: A Price Rule is unnecessary when twin fields handle this data flow. Salesforce CPQ
Reference: Twin fields and their functionality are described in CPQ Subscription Management .

Question No : 2

What are two considerations the CPQ specialist should take into account when authorizing the Salesfonce CPQ calculation service for a user who is currently logged in? Choose 2 answers

A.The user must have access to the CPQ quote and all related objects.
B.The user that authorizes the calculation service is a non-human admin user.
C.The users role should be placed at the top of the Role Hierarchy.
D.The user that authorizes the calculation service has API Only enabled.

정답:
Explanation:
Considerations for Authorizing Calculation Service:
The Calculation Service must be authorized by a user who has sufficient privileges and stable
permissions.
Solution Steps:
Option B: Use a non-human admin user (e.g., an integration user) to authorize the Calculation
Service. This ensures consistent access and avoids disruptions due to personnel changes.
Option C: Place the user at the top of the Role Hierarchy to ensure full visibility and access across
relevant objects.
Salesforce CPQ
Reference: Proper user configuration for the Calculation Service is outlined in the CPQ Authorization Guidelines .

Question No : 3

When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers

A.Set the Order By field on the Quote Line to Product Family.
B.Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
C.Set the Order By field on the Quote to Product Family.
D.Enable Allow Multiple Orders from a checkbox on the Quote.

정답:
Explanation:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ Reference
To split orders based on product family when creating orders from quotes in Salesforce CPQ, the
following steps must be followed:
Enable the Allow Multiple Orders Setting
Navigate to Setup > Installed Packages and locate Salesforce CPQ.
Click Configure, then go to the Orders tab in the CPQ package settings.
Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.
This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family.
Set the Order By Field to Product Family
From the object management settings for Quotes, edit the Order By field.
Add "Product Family" as a picklist value if it is not already available.
On the Quote, select Product Family in the Order By field.
Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate
orders based on the Product Family.
Process for Creating Orders
On the quote, select the Ordered checkbox.
Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the
Product Family value.
Notes and Considerations
If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.
This functionality is available in Salesforce CPQ editions starting from Summer ’16.
By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.

Question No : 4

Universal Containers would like to display the sum of one of their custom fields within the standard table of the Line Editor. They do not want to replace the subtotal or total fields. Where should the Admin place the custom field to display this total?

A.The Summary Fields field set
B.The Totals Field package setting
C.The Segmented Summary Fields field set
D.The Line Subtotals Total field package setting

정답:
Explanation:
Requirement Overview:
Display the sum of a custom field in the standard Line Editor table without replacing the subtotal or
total fields.
Solution Details:
The Summary Fields field set on the Quote Line object controls which fields appear as totals in the Line Editor.
Steps to Configure:
Navigate to Setup > Object Manager > Quote Line.
Locate the Summary Fields Field Set.
Add the custom field to the field set.
Validation:
Open the Quote Line Editor and confirm that the sum of the custom field appears in the standard table, alongside other totals.

Question No : 5

Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has configured this without cloning bundles or pricebooks. A single quote can contain products for consumption anywhere in the country.
A custom object has been created to maintain a Price Multiplier per product per geographic are a. The quote document should display the List Price of the appropriate geographic area.
How should the CPQ specialist complete the configuration?

A.Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.
B.Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve themultiplier and apply it to the custom List Unit Price field on the Quote Line.
C.Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.
D.Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.

정답:
Explanation:
Requirement Overview:
Adjust the List Price dynamically based on the geographic area using a custom Price Multiplier stored
in a custom object.
Solution Details:
Custom List Unit Price Field: Store the adjusted List Price for the specific geographic area. Lookup Price Rule: Retrieve the multiplier from the custom object and calculate the adjusted List Price.
Steps to Configure:
Create a Custom Field (e.g., Custom List Unit Price) on the Quote Line.
Create a Lookup Price Rule to:
Retrieve the Price Multiplier from the custom object.
Calculate and populate the custom List Unit Price field.
Validation:
Generate a Quote and confirm the List Price reflects the appropriate multiplier for the geographic area.

Question No : 6

Universal Containers has come to an agreement for future pricing with a specific customer. The agreement is for special volume-based, tiered pricing for Product A on all future quotes.
How can this agreement be configured to set the Regular Price for this customer?
A. Create a Discount Schedule and add Product A to the Product lookup on the Discount Schedule.
B. Create a Discount Schedule and add it to a Contracted Price record for Product A from the customer’s Account.
C. Create a Discount Schedule and add it to the Discount Schedule field on Product A.
D. Create a Discount Schedule and add the customer to the Contracted Prices related list on the Discount Schedule.

정답: B
Explanation:
Requirement Overview:
Configure tiered pricing for Product A specific to a customer for all future Quotes.
Solution Details:
Use a Discount Schedule with tiered pricing.
Assign the Discount Schedule to a Contracted Price record tied to the customer's Account.
Steps to Configure:
Create the Discount Schedule with the desired tiers.
Navigate to the customer’s Account.
Create a Contracted Price record:
Reference Product A.
Assign the Discount Schedule.
Validation:
Generate a Quote for the customer and confirm the tiered pricing is applied correctly.

Question No : 7

Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the Support Feature.
How should the admin set up these requirements for the users?

A.Set Min Options and Max Options to zero for Maintenance-Set Mm Options to zero and Max Options to two for Support.
B.Set Mm Options for Maintenance to one. Set Min Options to one and Max Options to two for Support.
C.Set Mm Options for Maintenance to one. Set Mm Options to zero and Max Options to two for Support.
D.Set Max Options for Maintenance to one. Set Min Options to one and Max Options to two for Support.

정답:
Explanation:
Requirement Overview:
Maintenance Feature: At least one Product Option must be selected.
Support Feature: At least one and no more than two Product Options must be selected.
Key Configurations:
Min Options = 1: Ensures users select at least one option.
Max Options = 2: Ensures users cannot select more than two options.
Steps to Configure:
Navigate to the Feature Record for Maintenance and set Min Options = 1.
Navigate to the Feature Record for Support and set Min Options = 1 and Max Options = 2.
Validation:
Test the bundle in the Quote Line Editor and verify the selection behavior for both Features.

Question No : 8

Universal Containers sells a container management bundle with Product Options representing different service levels. The admin has created a Configuration Attribute for the bundle to let users specify the service level while in the Quote Line Editor.
Which two actions should the admin take to limit the options in the bundle that are displayed to the
user when a service level is selected?
Choose 2 answers

A.Create a Selection Price Rule that automatically shows and hides Product Options based on the service level.
B.Create a Selection Product Rule that automatically shows and hides Product Options based on the service level
C.Ensure Apply to Product Options is set to TRUE on the Configuration Attribute.
D.Ensure Apply Immediately is set to TRUE on the Configuration Attribute.

정답:
Explanation:
Requirement Overview:
Limit the Product Options displayed in a bundle based on the service level selected by the user via a
Configuration Attribute.
Solution Details:
Selection Price Rule: Use a Selection Price Rule to dynamically show or hide Product Options based on the selected value of the Configuration Attribute.
Apply Immediately: Ensures that changes based on the service level selection occur in real-time
during configuration.
Steps to Configure:
Create the Selection Price Rule:
Define the Price Rule with a Condition targeting the Configuration Attribute value.
Use a Price Action to show or hide Product Options.
Set Apply Immediately:
Navigate to the Configuration Attribute.
Set Apply Immediately to TRUE.
Validation:
Test the bundle configuration by changing the service level and verifying the Product Options displayed dynamically update.

Question No : 9

Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date.
What should the admin configure in the product to meet this requirement?

A.When creating the Product record, the SBQQ__SubscriptionType__c field and theSBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the QuoteLine record to define the number of months of Support requested by the customer.
B.A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use theSBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Supportrequested by the customer.
C.When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use theSBQQ__Quantity__c field on the Quote Line record to define the number of months of Supportrequested by the customer.
D.When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Usethe SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months ofSupport requested by the customer.

정답:
Explanation:
Requirement:
Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the
agreed end date.
Solution:
SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.
SubscriptionTerm = Number of Months: Allows the quote to define the length of the support
agreement.
Why Other Options Are Incorrect:
A and C: These configurations do not align with the requirement to sell support in defined monthly increments.
D: Marking the product as Renewable contradicts the requirement that the product is non-renewable.
Salesforce CPQ
Reference: SubscriptionType and SubscriptionTerm fields are detailed in the Subscription Products configuration guide .

Question No : 10

While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too many clicks. Management has asked the admin to streamline the Quote Line Editor so calculations occur automatically after each change is made.
Which Managed Package setting should the admin enable to meet this requirement?

A.Use Legacy Calculator
B.Enable Quick Calculate
C.Calculate Immediately

정답:
Explanation:
Requirement:
Streamline the Quote Line Editor by enabling automatic calculations after each change.
Solution:
Enabling the Calculate Immediately setting in Managed Package Settings ensures calculations are triggered automatically whenever changes are made in the Quote Line Editor. Why Other Options Are Incorrect:
A: The Legacy Calculator setting is outdated and not related to automatic calculations.
B: Quick Calculate is a manual process that does not meet the requirement for automatic recalculation.
Salesforce CPQ
Reference: The Calculate Immediately Setting is described in the CPQ Managed Package Settings documentation
.

Question No : 11

The admin wants to ensure that within one bundle, either Product A or Product B can be added to the Quote. During configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the Quote rather than Product
B.
Which setup should the admin use to meet these requirements?

A.A Product Selection Rule where two Error Conditions with Summary Variables test if Product A and B have both been selected. If so, a Product Action will remove Product
B.Most Voted
C.A Product Selection Rule with a higher Evaluation Order where the Product Action removes Product A when Product B is chosen, and a second Product Selection Rule with a lower Evaluation Order which removes Product B when Product A is chosen.
D.A Product Alert Rule where two Error Conditions with Summary Variables test if Product A and B have both been selected. If so, a message will display, instructing the user to remove Product
E.A Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will display, instructing the user to remove Product

정답:
Explanation:
Understanding the Requirement:
Within a bundle, Products A and B must be mutually exclusive, allowing the user to select either but not both.
If both products are selected, the system should automatically remove Product B and retain Product A.
Optimal Salesforce CPQ Solution:
Product Selection Rule:
This rule dynamically evaluates conditions and executes actions, such as adding or removing products.
It is suitable for automating the removal of conflicting products based on user selections.
Summary Variables:
Used to check if both products are selected during configuration.
Implementation Steps:
Step 1: Create a Product Rule:
Navigate to Product Rules in Salesforce CPQ.
Create a new rule with the following settings:
Type: Selection
Evaluation Event: Always
Scope: Product
Step 2: Define Error Conditions:
Add two Error Conditions to evaluate if both Product A and Product B are selected:
Error Condition 1: Check if Product A is selected using a Summary Variable.
Error Condition 2: Check if Product B is selected using a Summary Variable.
Step 3: Configure Product Action:
Add a Product Action to Remove Product B if both Error Conditions are true.
Ensure the rule prioritizes retaining Product A over Product B.
Rationale for Option A:
Option A is the most direct and efficient approach, leveraging Product Selection Rules to automatically enforce the requirement.
Options C and D use alert or validation rules, which display messages and rely on user intervention, failing the requirement of automatic resolution.
Option B introduces conflicting rules with differing evaluation orders, which can lead to complex and
unpredictable behavior.
Validation and Testing:
Add the bundle to a Quote and configure it to select both Product A and Product
B. Verify that Product B is automatically removed, and Product A is retained.
Reference: Salesforce CPQ documentation highlights the effectiveness of Product Selection Rules for handling dynamic product configurations and resolving conflicts.

Question No : 12

The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval.
Which two actions could the admin take to meet the business requirement?
Choose 2 answers

A.Change the value of a field in the Calculating Fields Field Set.
B.Create a new Lightning button to trigger recalculation.
C.Add the Calculate button to the quote layout.
D.Create a Flow to trigger recalculation upon record save.

정답:
Explanation:
Requirement:
Ensure that quotes are recalculated with current information prior to approval without reopening the
Quote Line Editor.
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.
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.
Salesforce CPQ
Reference: The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard CPQ tools .

Question No : 13

Product A has the 'One per Unit" option selected within the Asset Conversion pteklist. Users era reporting that when they modify the quantity for Product A on on amendment Quote, the following error displays:
"Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update."
What should the CPQ specialist do to ensure sales raps can edit the quantity of asset-based products within an amendment Quote?

A.Set the Asset Amendment Behavior field value to "Default
B.Set the Asset Amendment Behavior field value to "Allow Refund".
C.Set the Asset Conversion field value to "One per Quote".
D.Conversion field value to "None".

정답:
Explanation:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ Reference Understanding the Issue:
The error message, “Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update,” occurs because the default behavior prevents a decrease in asset quantities unless explicitly allowed.
Asset Conversion for Product A is set to "One per Unit," requiring each unit to be treated as a separate asset.
Key Salesforce CPQ Setting:
Asset Amendment Behavior:
This field on the Product determines how CPQ handles amendments for asset-based products. Setting it to "Allow Refund" enables sales reps to reduce the quantity of assets during amendment quotes without generating errors.
Configuration Steps:
Navigate to the Product Record for Product A in Salesforce CPQ.
Locate the Asset Amendment Behavior field.
Change its value to Allow Refund.
Save the changes.
Impact of the Change:
Sales reps can now amend the quantity of Product A on amendment quotes.
The system will process the reduction in quantity without triggering an error, as the refund behavior
is explicitly enabled.
Verification:
Create an amendment quote for a contract involving Product A.
Adjust the quantity of Product A and confirm that the amendment processes successfully without
errors.
Reference: This approach is in line with Salesforce CPQ guidelines on managing amendments for asset-based products.

Question No : 14

Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object
What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?

A.Create a twin field on the Campaign object using the same API name as the lookup field.
B.Create and populate a Field Set on the Campaign object named CPQ_Lookup.
C.Add the name of the lookup field into the Line Editor Field Set on the Quote object.
D.Add the lookup field to the Quote Line page layout.

정답:
Explanation:
Understanding the Requirement:
Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.
The requirement includes avoiding warning messages when searching for Campaign records.
Salesforce CPQ Lookup Field Behavior:
When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).
To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results. Steps to Implement the Solution:
Step 1: Navigate to the Campaign object in Salesforce Setup.
Step 2: Go to the "Field Sets" related list and click "New."
Step 3: Name the field set CPQ_Lookup (case-sensitive).
Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).
Step 5: Save the field set.
Integration with the Quote Line Editor:
The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.
This ensures the lookup field operates without errors or warnings in the Quote Line Editor.
Key Considerations:
Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.
Test the lookup functionality in the Quote Line Editor to confirm smooth operation.
Validation:
Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search
functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results
without warnings.
Reference: Salesforce CPQ documentation on setting up lookup fields and field sets emphasizes creating a CPQ_Lookup field set to avoid warnings

Question No : 15

Universal Containers (UC) uploads aX product photos to an external content management system (CMS). The MP of sates wants sales reps to leverage these images when configuring Quotes, Product searches, and Quote documents.
What is the most efficient method for the GPQ speciafat to meet the business requirement?

A.Create a formula field that leverages the IMAGE function.
B.Create an integration between the CMS and Salesforce.
C.Create a Rich-Text Area field and store the image value.
D.Create a Hyperlink field that storms the URL of the image.

정답:
Explanation:
Issue Context:
Users encounter a warning when searching Campaign records in the Quote Line Editor.
Root Cause:
For Lookup fields to work correctly in Salesforce CPQ's Quote Line Editor, a Twin Field must exist on the target object (Campaign) with the same API name as the Quote Line lookup field. Solution Steps:
Create a custom field on the Campaign Object with the same API name as the lookup field on the Quote Line Object.
Ensure the field types match (e.g., both are Lookup fields or Text fields).
Validation:
Test the functionality by searching for Campaign records in the Quote Line Editor. The warning
message should no longer appear.
Salesforce CPQ Documentation
Reference: This is a common configuration for CPQ Lookup fields in the Quote Line Editor.

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