Salesforce Exam CPQ Specialist Topic 5 Question 79 Discussion

Actual exam question for Salesforce's CPQ Specialist exam

Question #: 79
Topic #: 5

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?

AManually attach the PDF as an Additional Document on each Quote the sales rep sends.

BAdd the PDF as a required Additional Document on the Quote Template.

CUpload the PDF into the Documents object folder named Output Attachments.

DCreate an HTML Template Content record for the PDF and include it in a Template Section.

Show Suggested Answer

Suggested Answer: D

by Iluminada at Dec 11, 2023, 08:27 PM

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Eliz

1 months ago

I'm just imagining the sales reps furiously mashing the 'attach' button on their emails, cursing the admin the whole time. Option B is the way to go, for sure.

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Lavonna

6 days ago

I agree, adding the PDF as a required Additional Document on the Quote Template would save a lot of time and frustration for the sales reps.

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Jamal

16 days ago

Sales rep: This attaching PDF to every email is getting old.

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Dalene

18 days ago

Sales rep should not have to manually attach the brochure every time. Option B is definitely the best solution.

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Martha

2 months ago

Option D might be the most creative solution. Using an HTML Template to deliver the PDF? That's some next-level stuff right there. I like it!

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Johnson

27 days ago

User 3: Option D is definitely a creative solution. It shows how innovative the Admin can be in simplifying processes.

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Dorathy

1 months ago

User 2: I agree, using an HTML Template for the PDF is a smart move. It would save a lot of time for the sales reps.

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Curt

1 months ago

User 1: Option D sounds like a great idea. It would definitely make the process more efficient.

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Pa

2 months ago

Hold up, are we sure the sales reps can't just attach the PDF themselves? I mean, how hard is it to click and drag a file? #LazyAdmin

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Bette

3 days ago

D) Create an HTML Template Content record for the PDF and include it in a Template Section.

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Douglass

6 days ago

C) Upload the PDF into the Documents object folder named Output Attachments.

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Lina

9 days ago

B) Add the PDF as a required Additional Document on the Quote Template.

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Leeann

14 days ago

A) Manually attach the PDF as an Additional Document on each Quote the sales rep sends.

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Maybelle

2 months ago

I'm leaning towards Option C. Storing the PDF in the Documents object seems like a nice, centralized way to manage the attachment. Easy peasy!

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Carisa

1 months ago

I agree, having the PDF in the Documents object folder makes it easy to manage.

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Serita

1 months ago

Option C sounds like a good idea. Keeping everything in one place is convenient.

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Fernanda

2 months ago

I agree, having the PDF stored in a centralized location like the Documents object folder would definitely simplify the process.

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Alethea

2 months ago

I think Option C is a great idea. It would make it easier for sales reps to access the PDF.

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Stefany

2 months ago

Option B sounds like the way to go. Putting the PDF on the Quote Template means the sales reps don't have to manually attach it every time. Efficient!

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