Salesforce cpq - Study guides, Class notes & Summaries

An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs. Which step should the Admin take to meet this requirement? A. Set Option Layout to Tabs on the Product B. Set and choose a Category on the Feature. C. Set Option Layout to Tabs on the Feature. D. Set and choose a Group on the Feature. B NOT C: option layout is available on parent product (and not on feature) however leaving this value blank still sets the t...

A bundled product is up for renewal. The bundle is not carrying over to the new contract correctly. What setting needs to be checked in order to make sure that happens? - correct answer Check the package setting A user is getting an exception on the Quote Template. How should they debug the Quote Template? - correct answer Clone the template. Take out section by section until the problem is fixed. Compare with the original template. How can a pricing rule be used to apply uplift pricing if...

Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50. The Admin decides to use a Price Rule targeting the Configurator to implement this price change. Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule? One Price Condition verifying that the SBQQ ProductName_c field on the Product Option object is equal to Product A. One Price Condition...

which lifecycle is CPQ a key part of? lead to cash What are the 4 types of product rules? validation, selection, filter, and alert rules CPQ ____ help ensure sales reps are putting together the right products and bundles every single time. product rules ___ confirm that a quote's product combinations or quote line field values match predetermined conditions. validation rules Set up rules to automatically add, remove, hide, enable, or disable options in a bundle. ...

Universal Containers has these conditions, that when met, an additional discount of 15% will be automatically added to the overall quote. 1. Revenue Account on the quote object is set as "Interest Revenue". 2. Product A has been added to the quote line. 3. User Count on the account is greater than 25. According to the business requirements, either the Revenue Account is set to "Interest Revenue" or both Product A needs to exist on the quote line and the User Count needs to be great...

In add-on and renewal scenarios, Universal Containers wants to disable the selection of one- time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What should the error condition test against? A. Use Subscription as Tested object and Subscription Name as Tested Field. B. Use Asset as Tested Object and Asset Name as Tested Field. C. Use a Tested Var...

Salesforce CPQ Exam (2024) Q & A

Quote Stores all of the details of the products and prices quoted for an opportunity. Just like opportunities have many product line items, quotes have many quote line items. An opportunity can have many quotes that you can view from a Quotes related list on an Opportunity page layout. User Profile Allows proper permissions and provisioning of SteelBrick CPQ licenses to the appropriate users. Not every Salesforce user has to be a SteelBrick CPQ user, but all SteelBrick CPQ users must be...

Product Options - Answer Individual products that users can select from when configuring a bundle. Multi-Lingual Considerations - Answer You can install Salesforce CPQ in a multi-lingual instance, but the components are available only in English. Feature - Answer A group of product options within a bundle. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as "pick one or more" or "pick 3 of 5." Configurato...