Salesforce CPQ-Specialist Questions Answers

In Salesforce CPQ, when search filters are configured with predefined values and visible to sales reps, their interaction with the filter is determined by the filter’s configuration and available operators. The behavior described here is tied to Search Filters in the Product Selection screen, which allow users to refine the list of displayed products based on specific criteria.

Search Filter Configuration:

Predefined Filter Value: Here, the filter is set with a value ("Green").

Operator: The operator “starts with” limits the search to product codes beginning with the text "Green."

Sales Rep Interaction with the Filter:

The visibility of the search filter enables sales reps to view and interact with the criteria during product selection.

Specifically, sales reps have the ability to delete the predefined text to ignore the filter and retrieve a broader or unrestricted product list.

Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in the Salesforce CPQ package settings and user behaviors), if filters are not marked as "required," users can remove or modify the filter values dynamically. This is designed to offer flexibility during quoting while maintaining filter defaults for ease of use.

The interaction described above aligns with Salesforce CPQ's behavior regarding visible search filters, emphasizing that sales reps can clear the filter text unless restricted by additional customization.

Use Case Reference:

When a sales rep begins a quote and searches for products, the filter defaults to "Green."

If the rep does not want to limit the product search to codes starting with "Green," they can simply remove the text and refresh the results.

Relevant Salesforce CPQ References:

Search Filters in the Quote Line Editor section of CPQ documentation .

Guidelines for Search Filter Configuration and behaviors when visible filters are not required .

 Requirement:

Ensure the price of Tiny Boxes ($0.005) is handled with proper decimal precision.

 Solution:

Adjust the Unit Price Scale to 3 in the Pricing and Calculation Package Settings, enabling Salesforce CPQ to handle prices up to three decimal places.

 Why Other Options Are Incorrect:

A: Field-level precision on Quote Line does not control pricing precision.

C: The Product record's Unit Price Scale cannot override global settings.

D: Price Rules are unnecessary for simple decimal precision adjustments.

 Salesforce CPQ Reference:

Decimal precision configuration is described in CPQ Pricing Settings ​.

Understanding the Requirement:

Within a bundle, Products A and B must be mutually exclusive, allowing the user to select either but not both.

If both products are selected, the system should automatically remove Product B and retain Product A.

Optimal Salesforce CPQ Solution:

Product Selection Rule:

This rule dynamically evaluates conditions and executes actions, such as adding or removing products.

It is suitable for automating the removal of conflicting products based on user selections.

Summary Variables:

Used to check if both products are selected during configuration.

Implementation Steps:

Step 1: Create a Product Rule:

Navigate to Product Rules in Salesforce CPQ.

Create a new rule with the following settings:

Type: Selection

Evaluation Event: Always

Scope: Product

Step 2: Define Error Conditions:

Add two Error Conditions to evaluate if both Product A and Product B are selected:

Error Condition 1: Check if Product A is selected using a Summary Variable.

Error Condition 2: Check if Product B is selected using a Summary Variable.

Step 3: Configure Product Action:

Add a Product Action to Remove Product B if both Error Conditions are true.

Ensure the rule prioritizes retaining Product A over Product B.

Rationale for Option A:

Option A is the most direct and efficient approach, leveraging Product Selection Rules to automatically enforce the requirement.

Options C and D use alert or validation rules, which display messages and rely on user intervention, failing the requirement of automatic resolution.

Option B introduces conflicting rules with differing evaluation orders, which can lead to complex and unpredictable behavior.

Validation and Testing:

Add the bundle to a Quote and configure it to select both Product A and Product B.

Verify that Product B is automatically removed, and Product A is retained.

References:

Salesforce CPQ documentation highlights the effectiveness of Product Selection Rules for handling dynamic product configurations and resolving conflicts​​.

 Simplification Method:

By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.

 Steps to Configure:

Navigate to the Quote Template.

Add the PDF file under the Additional Documents section.

Mark it as required for automatic inclusion.

 Salesforce CPQ Reference:

The Additional Documents feature simplifies document management in Quote Templates ​.