Universal Containers (UC) sells Product A for an initial, fixed price without the ne«d for renewal behavior. UC must be able to track an individual senal number on the Asset record for each Product A sold.Which Product field value should the admin set up to handle this use case?
Answer(s): C
Requirement:Track individual serial numbers for each unit of Product A sold.Solution Details:Asset Conversion Field determines how assets are created from Quote Lines. Setting Asset Conversion to One Per Unit creates one Asset record for each unit sold, allowing tracking of individual serial numbers.Implementation:Navigate to the Product Record for Product A.Set Asset Conversion to One Per Unit.Justification:This setup aligns with Salesforce CPQ's approach for granular tracking of Assets associated with product sales.
An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page.Which updates should the Admin male to meet this requirement
Answer(s): D
Requirement:Users must view and select product options by scrolling on a single page.Solution Details:Setting the Option Layout to Sections groups options into expandable/collapsible sections. This creates a scrollable view without navigating multiple pages.Steps to Update:Go to the parent Product Record.Update the Option Layout field to Sections.Validation:Test the configuration in the Quote Line Editor. Options should now appear grouped by sections.
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
Advanced Approvals Context:The Opportunity Object is configured out-of-the-box to integrate fully with Advanced Approvals. Other objects, like the CPQ Quote or Quote Line, may require additional customization.Functionality:Advanced Approvals use Approval Rules, Chains, and Conditions to automate the approval process. Predefined templates and configurations are readily available for the Opportunity Object.Validation:After installation of the Advanced Approvals package, confirm the Opportunity Object's configuration. No additional setup is required for basic functionality.
The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.How should an admin meet the requirement?
Requirement:Universal Containers wants to control whether the Additional Discount column appears on the Quote Template.Solution:By creating a custom checkbox field (Show_Discount__c), administrators can dynamically control the visibility of the Additional Discount column.This checkbox is referenced in the Conditional Print Field of the Quote Template Line Column settings for the Additional Discount column.Mechanism:When the Show_Discount__c checkbox is TRUE, the column appears.When FALSE, it does not display.Salesforce CPQ
Conditional Print Field functionality in Quote Templates allows for dynamic content visibility based on field values .
Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor.Which Salesforce CPQ functionality will satisfy this requirement?
Requirement:To allow sales reps to view a subset of products via a button in the Quote Line Editor.Solution:A Custom Action with a Search Filter is configured to dynamically limit the displayed products.Mechanism:The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to display only the desired subset of products.Salesforce CPQ
Custom Actions and Search Filters are documented as the preferred method to customize product visibility in the Product Selection process .
An admin created a workflow rule to automatically generate the renewal Opportunity and Quote when a user activities the Contract. The Renewal Pricing Method is set to List. The original Quote contains only standalone fixed-price subscription products and non-subscription product.What should the user see on the renewal Quote?
Answer(s): A
Scenario:Renewal Pricing Method is set to List, and the Quote contains standalone fixed-price subscription and non-subscription products.Behavior:Discounts from the original Quote are carried forward to the renewal Quote automatically as part of the renewal process, ensuring consistency in pricing.Salesforce CPQ
Renewal Quote generation processes consider discounting rules as part of the Renewal Pricing Method .
When sold a la carte, a processor Product should be priced at USD 200 and EUR 150.When sold as a component of a laptop bundle in USD, this processor should be priced at USD 180 and EUR 135. If Universal Containers must enable multi-currency, how should the admin implement this discounted price?
Requirement:The processor is priced differently when sold as a standalone product versus as part of a laptop bundle.Solution:Marking the processor as Bundled ensures the discounted price applies only when it is part of the laptop bundle.Mechanism:When the Bundled checkbox is TRUE, Salesforce CPQ applies the discounted pricing for bundle components based on the defined Price Book Entry.Salesforce CPQ
Bundled pricing behavior is described in the Product Option and Bundle Configuration Guidelines .
Universal Containers (UC) has a Product family called Software.When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has created a Product Rule with a Configuration Rule.Which additional supporting records should the Admin configure so the Product Rule meets this requirement?
Answer(s): B
Requirement:Hide products with the Product Family "Software" when a Configuration Attribute is set to "Perpetual."Solution:Use an Error Condition to evaluate the Product Family value on the Product Option record. Configure a Product Action to Show all products except those with the Product Family "Software." Mechanism:The Error Condition evaluates the Configuration Attribute's value against the Product Option. The Product Action ensures visibility is dynamically controlled based on the evaluated condition.Salesforce CPQ
Error Conditions and Product Actions are key components of Product Rules in CPQ to implement dynamic product behavior .
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