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- Question 60
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Question 60/83
Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.
What should the Admin do to simplify this process?
What should the Admin do to simplify this process?
Correct Answer: B
Simplification Method:
* By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.
Steps to Configure:
* Navigate to the Quote Template.
* Add the PDF file under the Additional Documents section.
* Mark it as required for automatic inclusion.
Salesforce CPQ Reference:
* The Additional Documents feature simplifies document management in Quote Templates .
* By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.
Steps to Configure:
* Navigate to the Quote Template.
* Add the PDF file under the Additional Documents section.
* Mark it as required for automatic inclusion.
Salesforce CPQ Reference:
* The Additional Documents feature simplifies document management in Quote Templates .
- Question List (83q)
- Question 1: If a manager is taking a leave of absence, how can the admin...
- Question 2: An Admin has created a new bundle, and a separate, unrelated...
- Question 3: Universal Containers wants a group of users to receive Appro...
- Question 4: Universal Containers wants to update the Quantity of a Produ...
- Question 5: How should an admin enable renewal uplift on an Account?...
- Question 6: An Admin wants to generate one Asset record for each Quantit...
- Question 7: How can an Admin prevent users from reconfiguring a specific...
- Question 8: The admin at Universal Conteiners has received several repor...
- Question 9: "UC Admin wants to prevent a Quote Term from being edited by...
- Question 10: Universal Containers sells a bundle with several pre-selecte...
- Question 11: Users at Universal Containers have reported when amending a ...
- Question 12: Universal Containers has four Price Rules with different Cal...
- Question 13: When using Advanced Approvals, what must an admin do to gran...
- Question 14: Universal Containers offers the same Products in different r...
- Question 15: Universal Containers provide a discount for an enterprise-le...
- Question 16: A renewal quote has been generated through automation 45 day...
- Question 17: The Universal Containers sales operations team wants to ensu...
- Question 18: Northern Trail Outfitters (NTO) has a growing list of Produc...
- Question 19: Universal Containers has a Standard Warranty product that is...
- Question 20: Universal Containers is utilizing Lookup Price Rules to pull...
- Question 21: "UC wants to show a custom text field on their Quote Documen...
- Question 22: When selecting Product Option A inside a bundle, Universal C...
- Question 23: Universal Containers (UC).utilizes bundles to sell hardware ...
- Question 24: What is the correct order of data import to load Products an...
- Question 25: Universal Containers (UC) uses the Advanced Approvals packag...
- Question 26: Universal Containers wants to have quantity requirements for...
- Question 27: Universal Containers wants its premier service, Shipping Plu...
- Question 28: Universal Containers wants to introduce a new Support SKU to...
- Question 29: A user hat created two Quotes related to an Opportunity. The...
- Question 30: "UC sells a product which must be priced as 10% of the total...
- Question 31: Cloud Kicks (CK) has recently phased out Product Option X an...
- Question 32: The admin at Universal Containers wants to add some Maintena...
- Question 33: Universal Containers sells a bundle Product which contains m...
- Question 34: Universal Containers has a number of Contracts that are due ...
- Question 35: An admin has created a Small Business Bundle product with Li...
- Question 36: The admin decides to use a Price Rule to set a default 10% d...
- Question 37: Universal Containers requires sales reps to choose a Square ...
- Question 38: An admin wants to set up a bundle product so a user can view...
- Question 39: An admin has created a bundle with four Product Options for ...
- Question 40: While making changes in the Quote Line Editor, sales reps ha...
- Question 41: The admin at Universal Containers has created a Configuratio...
- Question 42: When creating Orders from Quotes with Salesforce CPQ, the Ad...
- Question 43: Universal Containers (UC) licenses shipping software that is...
- Question 44: What is the correct order of data import to load Quote Templ...
- Question 45: A Configuration Attribute displays a Product Option picklist...
- Question 46: The admin at Universal Containers receives a report from a u...
- Question 47: Universal Containers (UC) sells a Product that is only sold ...
- Question 48: Universal Containers (UC) has rolled out a new product, Warr...
- Question 49: An admin created a workflow rule to automatically generate t...
- Question 50: Universal Containers has a new eco-friendly business line, a...
- Question 51: Universal Containers (UC) maintains a large Product catalog ...
- Question 52: Which three CPQ pricing functionalities contribute to Regula...
- Question 53: The admin at Universal Containers has a group of Price Rules...
- Question 54: Universal Containers has three different range discount sche...
- Question 55: An Admin is creating a Product Rule with an Advanced Conditi...
- Question 56: An Admin at Universal Containers wants to set up a product b...
- Question 57: Universal Containers (UC) sells its Products in three curren...
- Question 58: Universal Containers restricts users from selling more than ...
- Question 59: When an Order is Contracted, the sales operations team needs...
- Question 60: Universal Containers sends a company PDF brochure with each ...
- Question 61: An admin has created a Product and defined Price Dimensions ...
- Question 62: An admin sets Asset Conversion for a non-subscription Produc...
- Question 63: An Admin at Universal Containers has hidden the prices of Pr...
- Question 64: Sales reps at Universal Containers need to know which Quote ...
- Question 65: Universal Containers (UC) sells Product A for an initial, fi...
- Question 66: Users at Universal Containers want to know how Approval requ...
- Question 67: Universal Containers must be able to create Quotes that cont...
- Question 68: When using Lookup Rules In Salesforce CPQ, which three facto...
- Question 69: Universal Containers has a customer account with specific pr...
- Question 70: What are two ways Salesforce CPQ Advanced Approvals support ...
- Question 71: Universal Containers wants to show a Monthly Price column on...
- Question 72: Universal Container (UC) has a required Configuration Attrib...
- Question 73: An admin has created a validation Product Rule that must dis...
- Question 74: Universal Containers (UC) licenses shipping software that is...
- Question 75: A sales user generated a Renewal Opportunity with Opportunit...
- Question 76: Universal Containers implemented CPQ Contract Amendment func...
- Question 77: The Admin at Universal Containers has received feedback abou...
- Question 78: Northern Trail Outfitters has two different user profiles th...
- Question 79: Universal Containters (UC) has a requirement to identify any...
- Question 80: An admin wants to map Configuration Attribute values to Quot...
- Question 81: A user is unable to see a particular Product on the Product ...
- Question 82: Universal Containers wants to allow customers to return and ...
- Question 83: Universal Containers (UC) is a reseller of a Product made by...
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