Salesforce Certified CPQ Specialist — Question 163
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
Answer options
- A. Create a new Template Section for each PDF document.
- B. Select the correct Documents Folder from the Documents field on the Quote Template.
- C. Reference each PDF Document in Custom Template Content records.
- D. Create a new Additional Document on the Quote Template for each PDF document.
Correct answer: D
Explanation
The correct answer is D because creating a new Additional Document for each PDF ensures they are included in the output. Option A is incorrect as Template Sections do not directly attach documents. Option B does not accomplish the requirement of attaching specific PDFs. Option C does not facilitate the inclusion of documents in the output format either.