Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.Which field should be set for the Product Option A?
Answer(s): B
Understanding the Requirement:Universal Containers needs Product Option A to be automatically included with Product B during the configuration.Sales reps should not be able to remove Product Option A.Salesforce CPQ Mechanism:The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.Field Behavior:When the Required checkbox is selected for a Product Option:The option is always included in the bundle configuration. Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.Configuration Steps:Navigate to the Product Option A record associated with Product B in Salesforce CPQ.Select the Required checkbox and save the changes.Ensure that no conflicting product or price rules exist that could affect this behavior.Field Alternatives and Clarifications:Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.Selected: Preselects the option during configuration but still allows users to deselect it.Verification and Testing:Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.Attempt to remove Product A to confirm that it is not possible.
Verified from Salesforce CPQ official guidelines on "Required" field functionality for Product Options.
What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?Choose 2 answers
Answer(s): A,D
Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.Key Features:Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.Configuration Steps:Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.Specify the behavior for the group in the Approval Step Settings.Use Cases:Use "Any group member may approve" for time-sensitive scenarios. Use "All group members must approve" for critical approvals that require consensus.
An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted.Which setting should the Admin change to meet the business requirement?
Answer(s): A
Requirement Overview:Admin needs to generate one Asset record for each unit of the Product upon contracting.Solution Details:The Asset Conversion field determines how Salesforce CPQ creates Asset records from Quote Lines. Setting Asset Conversion to One per Unit ensures that for each quantity of the Product, a corresponding Asset is created.Steps to Configure:Navigate to the Product record.Locate the Asset Conversion picklist and select One per Unit. Save and test the configuration by creating a Quote, contracting it, and verifying the Asset creation.
Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level.Which two steps should the Admin take to fulfil this requirement? Choose 2 answers
Answer(s): B,C
Requirement Overview:Admin needs to enable Additional Discounts at both the Quote and Group levels in the Line Editor.Solution Steps:For the Quote Object:Navigate to Setup > Object Manager > Quote.Locate the Line Editor Field Set.Add the Additional Disc. (%) field to the field set.For the Quote Line Group Object:Navigate to Setup > Object Manager > Quote Line Group.Locate the Line Editor Field Set.Add the Additional Disc. (%) field to the field set.Testing:Open the Quote Line Editor and confirm the visibility of the Additional Discount fields at both levels.
Universal Containers has a high volume of contracts that are renewed each year. Recently, a number of orders have failed to generate a contract despite those orders being activated and containing subscription-based products.Where should the admin look to identify the source of the error?
Scenario:Contracts are not being generated for activated Orders containing subscription-based products.Why Debug Logs?Debug Logs capture real-time system activity, including Apex triggers and CPQ package processes. They provide detailed error messages and can identify issues such as missing triggers, misconfigured objects, or dependency errors.Steps to Investigate:Enable Debug Logs in Salesforce Setup for the affected user or system process. Perform the action that generates the error (e.g., activating the Order). Review the logs for errors related to Contract generation.
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.Which solution would allow customers to see separate tables and subtotals organized by Product Family?
Requirement Overview:Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.Solution Details:Salesforce CPQ allows grouping of Line Items in Quote Templates. Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.Configuration Steps:Navigate to the Quote Template.Create a new Line Items Section.In the Grouping field, set SBQQ__ProductFamily__c.Save and test the template by generating a Quote Document.Validation:Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.
Universal Containers (UC) sells Product A for a List Unit Price of S150. One of UCs customers, Cloud Kicks (CK), has negotiated a Contracted Price of S100 for Product A on all of its deals, and has negotiated an additional 10% discretionary discount to be applied for a deal set to close at the end of the month.If CK purchases 10 units of Product A, what Is the expected List Unit Price, Regular Unit Price, Customer Unit Price, and Net Unit Price?
Answer(s): D
Scenario Overview:List Unit Price: Product A's standard price is $150.Contracted Price: CK has a contracted price of $100 for Product A. Discretionary Discount: CK negotiated a 10% discretionary discount for this deal.Price Calculation:List Unit Price remains the standard price of $150.Regular Unit Price applies the contracted price of $100. Customer Unit Price: After applying the 10% discretionary discount on the contracted price, CustomerUnitPrice=100-(100×0.1)=90\text{Customer Unit Price} = 100 - (100 \times 0.1) = 90CustomerUnitPrice=100-(100×0.1)=90.Net Unit Price matches the Customer Unit Price for the 10 units being purchased, which is $90.Salesforce CPQ
Salesforce CPQ Contracted Price logic ensures negotiated prices override the List Price, and additional discretionary discounts apply as expected .
An Admin at Universal Containers wants to set up a product bundle that dynamically generates SKUs depending on what their users choose during the selling process.Which three fields are required for this type of configuration?
Answer(s): A,D,E
Dynamic SKU Generation:A dynamic SKU is created based on user choices during the configuration process. This requires fields that define patterns and positions for combining components into a single SKU.Required Fields:Component Code Position: Determines the position of each component in the SKU. Component Code: Represents individual product codes that contribute to the SKU. Configured Code Pattern: Defines the overall pattern of the dynamically generated SKU.Salesforce CPQ
Dynamic SKU creation is described under Configuration and Product Bundling Guidelines .
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