Sure Pass Exam CPQ-Specialist PDF

 Requirement Overview:

Automatically split Orders by delivery location based on Quote Line Groups.

 Key Configurations:

Order by Quote Line Group: Ensures that each Quote Line Group generates a separate Order.

Ordered Field = TRUE: Triggers the creation of Orders for the Quote Lines.

 Steps to Configure:

Ensure the Order by Quote Line Group field is checked on the Quote.

Mark the Ordered field as TRUE.

Test the Order creation process to verify separate Orders are generated by location.

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.

References:

Verified from Salesforce CPQ official guidelines on "Required" field functionality for Product Options​​.

To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:

Step 1: Create a Filter Product Rule

Filter Product Rules help define dynamic filtering of products displayed during the quoting process.

Navigate to Product Rules

Go to Salesforce Setup → Product Rules and click New.

Set the Type to Filter and define a clear Name such as "Eco-Friendly Product Filter."

Configure the Filter Logic

Define the conditions to identify eco-friendly and bundle products.

Use the Conditions related list to target the relevant product fields (e.g., a custom checkbox for eco-friendly products and a type field for bundles).

Example condition:

Field = Eco-Friendly Checkbox

Operator = Equals

Value = True

Step 2: Set up the Product Action

Product Actions define what the rule does when triggered.

Add a Product Action

In the Product Rule, go to the Product Actions related list and click New.

Set the Type to Optional Filter. This allows the system to apply the filter by default but enables users to remove the filter and see all bundles.

Link to Add Products Button

Make sure this action links to the Add Products custom action.

Step 3: Ensure Opportunity Integration

The Opportunity flagged as eco-friendly must drive this behavior.

Custom Field Dependency

Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.

Dynamic Behavior

When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.

Step 4: Test and Validate

Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:

Eco-Friendly flag → Default to eco-friendly products and bundles.

No flag → All products, including non-eco-friendly bundles, are shown.

Additional Considerations:

Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further​​.

User TrainingTrain sales reps on how to toggle the filter manually if needed.

This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team​.

 Requirement:

Allow customers to return asset Products and receive credit.

 Solution:

Setting the Asset Amendment Behavior to Allow Refund enables the product to be reduced in quantity on an Amendment Quote.

Reducing the Quantity on the Amendment Quote triggers a refund process in CPQ.

 Why Other Options Are Incorrect:

A: Negative quantities are not a supported standard in Amendment Quotes.

C & D: Asset records should not be manually edited as changes must flow through Quotes and Orders.

 Salesforce CPQ Reference:

Refund handling and Asset Amendment Behavior are described in Amendment and Renewal Processes ​.