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Salesforce CPQ-Specialist Sample Questions


Question # 1

Universal Containers offers a bundle with two Products, Product A should always be added. Product B should be included initially, but can be removed by the user. What two Option configurations that must be utilized for Product B to meet the requirement?

A. Set Bundle to FALSE. 
B. Set Required to FALSE. 
C. Set Selected to TRUE. 
D. Set Quantity Editable to TRUE. 


Question # 2

Which approach will allow the Quote Line's List Price to reflect these tiers?

A. Set the Product's Pricing Method = List and Create Block Prices. 
B. Set the Product's Pricing Method = Block and Create Block Prices 
C. Create a Discount Schedule with Type = Range and Discount Unit = Price. 
D. Create a Discount Schedule with Type = Slab and Discount Unit = Amount. 


Question # 3

The admin at Universal Containers is setting up permissions for internal sales users. In addition to assigning the Salesforce CPQ User permission set, for which objects do theusers need Read, Create, Edit, and Delete permissions?

A. Quote, Quote Line, Quote Line Group, Quote Document 
B. Quote Template, Template Content, Template Section, Line Column 
C. Rule, Price Action, Price Condition, Lookup Query 
D. Discount Category, Discount Schedule, Discount Tier, Term Schedule 


Question # 4

An admin wants to set up a rule involving three Term Conditions, where Term Condition 1 is required, and either Term Condition 2 or Term Condition 3 is required.How should the admin write this advanced Condition?

A. 1 AND (2 OR 3) 
B. 1 OR (2 AND 3) 
C. (1 AND 2) OR 3 
D. 1 AND 2 (3) 


Question # 5

A. Option A 
B. Option B 
C. Option C 
D. Option D 


Question # 6

Universal Containers has set up an Account lookup field, Distributor__c, on the Quote to identify different distributors per group. Distributor accounts have a Discount_Level__c field populated with the base discount percentage that products provided by that distributor will receive. Which set of actions should the admin take to ensure that the distributor receives theappropriate Distributor Discount?

A. Option A
B. Option B 


Question # 7

A user has created a Quote with a Start Date of January 1, 2022, and added two subscription Quote Lines. The term of the first subscription Quote Line is set to 11. The term of the second subscription Quote Line is set to 12. The Subscription Term Unit in the Instated Package Settings is set to Months. After creating a single Contract, the user creates a renewal Quote. If the Amendment & Renewal Behavior is set to Latest End Date, what is the End Date of each Renewal Quote Line?

A. The End Date of the first subscription will be November 30, 2023; the End Date of the second  Ascription will be December 31, 2023. 
B. The End Date of both subscriptions will be December 31, 2023. 
C. The End Date of the first subscription will be October 31, 2023; the End Date of the second subscription will be December 31, 2023. 
D. The End Date of both subscriptions will be November 2023. 


Question # 8

Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products page, a list of the first 2,000 Products is displayed in a disorganized manner. The product management team wants the products to display in collapsible groups based on the product family. How should a CPQ specialist enable this functionality from the Salesforce CPQ managed package configuration settings?

A. Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family. 
B. Add the Product Family field to the Search Results Field Set on the Product object. 
C. Select Product family in the product Results Group Field Name field in Additional Settings. 
D. Select Product Family in the Product Search Plugin field in Plugins. 


Question # 9

The admin at Universal Containers (UC) has created one bundle that contains all of its Products as Options. The bundle has Subscription Pricing and Asset Conversion set to null on its Product record. Implementing the Product catalog via a bundle allows UC to enforce logic about which Products can be sold together. A bundle sold by UC contains a combination of Assets and Subscriptions. After making selections within the bundle, a sales user saves the Quote and creates a Contract from the Opportunity associated with the primary Quote. Later, the sales userneeds to amend this Contract based on new 8 customers. When UC amends the tract using the Amend button, the sales user notices that the bundle is excluded in the Amendment Quote.The parent excluded in the Amendment Quote?

A. The parent Product is excluded from the amendment because it lacks an Asset or a Subscription 
B. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes. 
C. The sales user must use the Amend Assets field on the Account to amend a Contract which containers 
D. The sales user neglected to select the Preserve bundle structure field on the Contract. 


Question # 10

When using Advanced Approvals, a sales rep submits a Quote for Approval. On the Preview Approvals page, multiple Approval Chains display on screen from left-to-right.How is the approval order determined?

A. The Approval Chains start the same time and are completed independent of other chains. 
B. The Approval Chains are completed in the order displayed on screen. 
C. The Approval Chain with the lowest Approval Step is completed first. 
D. The Approval Chain with the lowest Final Approval Step value is completed first. 


Question # 11

Universal Containers only sells-fid Products as part of a container Product. The admin wants to hide all lid Products from Product Selection.

A. Set the Product Family value to Accessory. 
B. Check the Component checkbox. 
C. Include lid Products in the description of container Products. 
D. Check the Hidden checkbox. 


Question # 12

An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the optionto segment when needed.

A. Create a Quote formula field named StartSegment_c that returns 0. 
B. Set the Price Dimension's Type to One-Time. 
C. Set the Product's Default Pricing Table to Standard. 
D. Set the Display Order of the Desegment Line action to 1. 


Question # 13

An admin has implemented a new CPQ business requirement In a sandbox. They have created new products and used them to construct a bundle. The admin has also created aProduct Rule that automatically selects Product Options when the user selects a specific Configuration Attribute. In which sequence should the admin migrate the records related to the new CPQ functionality In order to maintain record relationships?

A. Products, attributes, options, rules 
B. Products, options, attributes, rules 
C. Products, attributes, rules, options 
D. Attributes, products, options, rules 


Question # 14

A. Option Constrain Group should be populated. 
B. Check Prior purchases should be set to False. 
C. type should be dependency. 
D. The Active checkbox should be set to True. 


Question # 15

Universal Containers (UC) builds Quotes that can be delivered to multiple locations using a Quote Line Group f each location. UC wants to split orders by delivery location automatically.How should the consultant meet the requirement?

A. Ensure the Order by Quote Line Group field is set to TRUE, and then click the Create Order button. 
B. Set the Order By picklist field to the Location field on the Quote Line Group, and then set the Ordered field to TRUE. 
C. Ensure the Order by Quote Line Group field is set to TRUE, and then set the Ordered field to TRUE. 
D. Set the Order By picklist field to the value of SBQQ_Group_c, and then click the Create Order button. 


Question # 16

Universal Containers (UC) has products that will only be utilized as Product Options inside five different bundle products. When a user adds products to the Quote Line Editor, UC wants: Bundle products to show in the Product Selection page. Products that are Product Options of the bundles to be excluded from the Product Selection page. How should the admin set up the bundle?

A. Select the Component checkbox on any Product that is a Product Option for the bundles. 
B. Select the Hidden for any Product that is a Product Option for the bundles. 
C. Select the Selectbox on each product option and mark the Product inactive. 
D. Select the bundle on each Product option and mark the Product inactive 


Question # 17

Universal Containers (UC) has set the CPQ package settings of both Subscription Term Unit and Subscription Prorate Precision to Month, UC wants to quote a Fixed Price Subscription Product with a Start Date of June 18, 2019 and an End Date of August 21, 2020. The Product record has a Subscription Term of 12, a Pricing Method of List, and a Pricebook Entry of USD 100. What is the Prorated List Unit for the Quote Line?

A. USD 118.31 
B. USD 100.00 
C. USD 125.00 
D. USD 116.67 


Question # 18

A. $60.00 
B. $54.00 
C. $12.00 
D. $6.00 


Question # 19

Universal Containers sells Subscription Products with prorated pricing dependent on the total Subscription Term as follows: • Product A is configured to have a 36 Month Subscription Term(SBQQ__SubscriptionTerm__c = 36) with a List Unit Price of $36,000. • Product B is configured to have a 1 Month Subscription Term (SBQQ__SubscriptionTerm__c = 1) with a List Unit Price of $2,000, Each Quote Line has a Quantity of 15. The Quote has a Subscription Term of 18 Months without a discount applied. 5 the expected Prorate Multiplier and resulting Net Total for both Quote Lines?

A. • Product A Prorate Multiplier = 0,5 • Product A Net Total = $270,000 • Product B Prorate Multiplier = 18 • Product B Net Total = $540,000 
B. • Product A Prorate Multiplier = 0,5 • Product A Net Total = $270,000 • Product B Prorate Multiplier = 18 • Product B Net Total = $36,000 
C. • Product A Prorate Multiplier = 0,5  Product A Net Total = $270,000 • Product B Prorate Multiplier = 1 • Product B Net Total = $360,000 


Question # 20

Universal Containers (UC) uses USD, GBP, and EUR and has Multi-Currency enabled. UC products have two sets of USD prices: one for American customers and one for Asia Pacific customers. UC products have one set of EUR and GBP prices for European customers. What is the most effective way to set up DCs Price Books?

A. Create three Price Books, one for each currency (USD, EUR, GBP), 
B. Create three Price Books, one for each region (America, Asia Pacific, Europe). 
C. Create four Price Books, one for each unique currency and region (America - USD, Asia Pacific - 
D. USD, Europe - EUR, Europe - GBP). Create two Price Books: one for standard USD, EUR, and GBP prices, and one for USD in Asia 


Question # 21

A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets. How should the user achieve this?

A. Clone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero. 
B. Change the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again. 
C. Change the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices. 
D. Create a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price 


Question # 22

Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor. How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?

A. Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns theappropriate field set name based on the user's profile. 
B. Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user's profile. 
C. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object thatreturns the appropriate field set name based on the user’s profile. 
D. Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object thatreturns the appropriate field set name based on the user’s profile. 


Question # 23

Universal Containers wants to provide a 10% discount to Product A, but only when customers who have previously purchased at least one unit of Product A decide topurchase more. The CPQ admin has set up a price rule, but it is currently running on all lines that contain Product A. Product A is a subscription product.How should the CPQ admin prevent this rule from firing when a customer first purchases Product A?

A. Create a condition to evaluate a Summary Variable over previous subscriptions, 
B. Create a lookup query to check subscriptions for previously purchased products. 
C. A Create a condition that checks that the Quote Line's Existing checkbox is set to True. 
D. Create an Option Constraint with Check Prior Purchases set to True. 


Question # 24

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?

A. Create a new Template Section for each PDF document. 
B. Create a new Additional Document on the Quote Template for each PDF document. 
C. Select the correct Documents Folder from the Documents field on the Quote Template. 
D. Reference each PDF Document in Custom Template Content records. 


Question # 25

Universal Containers has a product that can either be sold in increments of one year or can be purchased by customers and priced per month until the customer cancels their subscription.Which two actions should the admin take to set this product up so it can be renewed or last perpetually? Choose 2 answers

A. Expose the Subscription Type field in the Quote Line Editor, allowing sales reps to choose between Renewable and Evergreen. 
B. Set the product up to use the Renewable/Evergreen value in the Subscription Type field. 
C. Set the product up to use the Renewable value in the Subscription Type field. 
D. Create a workflow rule to check the Evergreen checkbox on the generated contract. 


Question # 26

Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramifyY by 10% upon renewal. Which two action should the admin take to ensure CPQ applies the correct price uplift? Choose 2 answers

A. Fill in the Appropriate Renewal Uplift Rate on each Subscription record. 
B. Set the Renewal Pricing method on the Contract to Uplift 
C. Set the Renewal Pricing Method on the Account to Uplift. 
D. Fill in the appropriate Renewal Uplift Rate on each Quote Line record 


Question # 27

Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor. Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?

A. Enable the Partner Discount in the Calculating Fields field set 
B. Ensure the ChannelDiscountsOffUst__c field value is set to 1. 
C. Enable the Calculate Immediately field on the Pricing and Calculation tab. 
D. Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.


Question # 28

What is the calculated List Unit Price the user should see for Cloud Storage Support?

A. $50 
B. $225 
C. $273 
D. $23 


Question # 29

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?

A. Product Option 
B. Order Product 
C. Opportunity Product 
D. Quote Line 


Question # 30

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. 


Question # 31

A user renewing a Contract that was uploadad during a data migration. Thare is no Opportunity or Quote associated to the Contract. Aftar renewing the Contract, the user has noticed that the Price Book on the Renewal Opportunity and Quote is incorrect. What should the admin do to resolve this issua?

A. Associate an Order with the correct Price Book to the Contract before ranewing. 
B. Popuiata the Ranewal Pricebook ID field on the Contract. 
C. Populate the Opportunity or Quota Price Book Id field on tha Contract. 
D. Build Automation to automatically populate the correct Price Book on tha Renewal Quote. 


Question # 32

Universal Contamars wants to g«va a 23S discount on a specific Product Option purchased in the big Box bundla. In which two ways could tha admin configura CPQ to automatically apply this discount9 Choosa 2 answars

A. Set tha Option Discount (%) fiald on tha Product Faatura for tha bundla. 
B. Set tha Option Oiscount (H) ftald on tha Product Option for tha bundla. 
C. Set Oiscountad by Packaga to TRUE on tha Product Option for tha bundla. 
D. Create a Price Rule that application the 25% discount whan tha product is addad as part of tha bundla. 


Question # 33

An admin has set the Group ReW on one of the Quote templates. On output documents on Quote A, Quote Lmes appear to be grouped incorrertfy. What are two explanations for this grouping? Choose 2 answers

A. Modified By field on the user^s Quote was last modified before the new Quote Template was implemented. 
B. Bundles on Quote A contain a Configuration Attribute designating location. 
C. There are Quote Line Groups related to Quote A. 
D. Template Section with Template Content of Line Items type has a value in Group Field. 


Question # 34

Universal Containers sells a total of 100 Products. There are 80 Products that are generally available for selection by all users (General Access). The remaining 20 Products should only be available to a certain group of users (Special Access). Which Product Selection and Price Book strategy should the admin utilize to meet the requirements?

A. Create one Price Book that contains all 100 Products. Create a Validation Rule on the Quote o(M.ect to prevent selection of a Special Access Product based on the level of User access.
B. Create one Price Book that contains all 100 Products. Create a custom Product field to designate Genera! Access and/or Special Access. Utilize Hidden Search Filters to support dynamic Product visibility based on the level of User access.
C. Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special Access Price Book with the 20 Special Access Products. Create automation to populate the appropriate Price Book ID Into the SBQQ__QuotePricebookld__c on the Opportunity.
D. A Create two Price Books: one General Access Price Book with the 80 generally available Products, and one Special Access Price Book with all 100 Products. Use Guided Selling to assign the appropriate Price Book based on the level of User access.


Question # 35

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 assetbased 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".


Question # 36

Hew should the admin ensure Universal Containers’ users can generate autput documents in Microsoft Word format?

A. Set the Allow Cutput Format Change checkbox an the Quote Template.
B. Set the Allow Qutput Format Change checkbox on each user in User Settings.
C. Create a second Quote Template in Microsoft Word format.
D. Create duplicate Template Sections in Microsoft Ward format.


Question # 37

Northern Trail Outfitters has two products: Both products are added to a one year quote. The Adventure in a Box product has a list price of $10 with a discount of 50%. What Is the expected Net Total of Premium Support?

A. $60.00
B. $54.00
C. $12.00
D. $6.00


Question # 38

An admin has created a Small Business Bundle product with List Price = $5.00 with these Product Options: If a user adds this bundle and saves it without making changes to the configuration, what will the Package Total be on the Small Business Bundle parent product Quote Line?

A. $17.50
B. $25.00
C. $37.50
D. $5.00


Question # 39

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.


Question # 40

A sales rep at Universal Containers is adjusting pricing for asubscription Product on a new business Quote. The Subscription Term Is 24 months. The Product's Default Subscription Term Is 12 months, The Quantity is 10, The List Unit Price is $120. If a 10% Volume Discount, 20% Additional Discount, and 5% Partner Discount are applied, what are the values at each step In the standard price waterfall?

A. * Regular Unit Price: $108.00 Customer Unit Price: $168.00 Net Unit Price: $156.00
B. Regular Unit Price: $108.00 Customer Unit Price: $86.40 Net Unit Price: $82.08
C. Regular Unit Price: $216.00 Customer Unit Price: $172.80 Net Unit Price: $164.16


Question # 41

Universal Containers Is rolling out a new version of its Premier Support offering named Premier Pro. The sales operations team wants to ensure that when a sales rep renews an existing Contract with Premier Support, It Is replaced with Premier Pro. What does the admin need to do to support this business requirement?

A. Create a Price Rule to replace Premier Support Quote Lines with Premier Pro.
B. Set the Renewal Product field on the Premier Support Product record to Premier Pro.
C. Create a Report of all Renewal Quotes with Premier Support Product and replace Quote Lines with Premier Pro.
D. Set the Upgrade Target field on the Premier Support Product record to Premier Pro.


Question # 42

Universal Containers has a multi-laver bundle with a Percent c# Total option In the first level. This Percer Total option's calculation should b« based on other options »n the same level. How should the admin set this up?

A. Set the percent of Total Scope field on the Product Option record to a value of Components.
B. Set the percent of Total Category field on each Product in the bundle to the same value.
C. Set the percent of Total Scope field on the product Option record to a value of package.
D. Set the Percent of Total Scope field on the Product Option record to a value of Group.


Question # 43

Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options. What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration? Choose 3 answers

A. Set Option Selection Method to Add on the Product Features.
B. Change Enable Large Configuration to True on the bundle Product.
C. Set System to True on the Product Options to be excluded from the Configurator.
D. Group the Product Features of the bundle into tabs using the Category field.
E. Change Option Layout to Tabs on the bundle Product.


Question # 44

Sales reps at Universal Containers need to know which Quote Lines are Product Options for other Quote Lines within the Quote Line Editor. Which setting can the admin toggle to organize Quote Lines in the Line Editor based on the Quote Line's position within the bundle?

A. Enable Product Option Drawer
B. Preserve Bundle Structure
C. Visualize Product Hierarchy
D. Keep Bundle Together


Question # 45

The sales manager at Universal containers wants to ensure that bundles: • Cannot be reconfigured when a Renewal Quote is created. • Allow sales reps to configure bundles only on new or amendment quotes. What should the CPQ specialist co to meet these requirements?

A. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
B. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".
C. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
D. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.


Question # 46

Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and nonactivated Orders to redistribute Order Products from one Order to another. What are two considerations the CPQ admin must take into account to meet the requirement? Choose 2 answers

A. Ensure the sales rep has Modify All in their profile.
B. Ensure the sales rep is listed as the owner of the Order.
C. Ensure the CPQ Orders package setting "Allow Multiple Orders" is selected.
D. Ensure the Edit Order Products button is exposed in the Order Page Layout.


Question # 47

An Admin has created a new bundle, and a separate, unrelated Product Rule. Universal Containers wants the t Rule to fire within this specific bundle. What is a valid setup for the Configuration Rule?

A. The Configuration Rule must be associated with Product records used in Product Actions.
B. The Configuration Rule must be associated with the Product Feature used within the bundle.
C. The Configuration Rule must be associated with the Product Option records used in Product Actions.
D. The configuration Rule must be associates with the Parent Product in the bundle.


Question # 48

Universal Containers sells a monthly subscription service with tiered pricing: Which approach will allow the Quote Line's List Price to reflect these tiers?

A. Set the Product's Pricing Method = List and Create Block Prices.
B. Set the Product's Pricing Method = Block and Create Block Prices
C. Create a Discount Schedule with Type = Range and Discount Unit = Price.
D. Create a Discount Schedule with Type = Slab and Discount Unit = Amount.


Question # 49

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.


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