Free Salesforce CPQ-Specialist Practice Exam with Questions & Answers | Set: 5

 Requirement:

Automatically apply a 25% discount to a specific Product Option within a bundle.

 Solution:

Option C: The Discounted by Package field ensures that the Product Option inherits discounts applied to the bundle as a whole.

Option D: A Price Rule specifically targeting this Product Option can enforce the 25% discount when it is added to the bundle.

 Why Other Options Are Incorrect:

A: The Option Discount (%) field on the Product Feature applies discounts to all options, not just a specific one.

B: The Option Discount (%) field on the Product Option does not dynamically apply discounts based on specific scenarios.

 Salesforce CPQ Reference:

Configuration and discounting for bundles and Product Options are documented under Bundle Pricing Configuration Guidelines ​.

 Requirement:

Notify users in the Quote Line Editor when approval is required to discourage excessive discounting.

 Solution:

Use a Product Rule with Alert Action to display a notification or message in the Quote Line Editor when a user exceeds predefined discount thresholds.

 Why Other Options Are Incorrect:

A: Validation Rules prevent actions but do not notify users.

B: Filter Rules are used for restricting product selection, not notifications.

D: Selection Rules govern product compatibility and are irrelevant here.

 Salesforce CPQ Reference:

Alert actions in Product Rules are outlined in CPQ Product Rule Configuration

 Requirement:

Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the agreed end date.

 Solution:

SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.

SubscriptionTerm = Number of Months: Allows the quote to define the length of the support agreement.

 Why Other Options Are Incorrect:

A and C: These configurations do not align with the requirement to sell support in defined monthly increments.

D: Marking the product as Renewable contradicts the requirement that the product is non-renewable.

 Salesforce CPQ Reference:

SubscriptionType and SubscriptionTerm fields are detailed in the Subscription Products configuration guide ​.

 Requirement Overview:

Limit the Product Options displayed in a bundle based on the service level selected by the user via a Configuration Attribute.

 Solution Details:

Selection Price Rule: Use a Selection Price Rule to dynamically show or hide Product Options based on the selected value of the Configuration Attribute.

Apply Immediately: Ensures that changes based on the service level selection occur in real-time during configuration.

 Steps to Configure:

Create the Selection Price Rule:

Define the Price Rule with a Condition targeting the Configuration Attribute value.

Use a Price Action to show or hide Product Options.

Set Apply Immediately:

Navigate to the Configuration Attribute.

Set Apply Immediately to TRUE.

 Validation:

Test the bundle configuration by changing the service level and verifying the Product Options displayed dynamically update.

 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 Reference:

Error Conditions and Product Actions are key components of Product Rules in CPQ to implement dynamic product behavior ​.

 Issue Context:

The custom field is not being updated by the Price Rule even after enabling triggers in the CPQ Package Settings.

 Root Cause:

After creating new fields or updates, the Post Install Script must be executed to register custom fields in the Calculator Referenced Fields list.

 Solution Steps:

Navigate to Setup > Installed Packages > Salesforce CPQ.

Locate the Post Install Scripts section and click Run.

Test the Price Rule again to verify that the custom field is updated correctly.

 Salesforce CPQ Documentation Reference:

Custom fields must be registered with the calculator for the Price Rule engine to interact with them properly​​.

 Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on object precedence.

Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing agreements are in place for an Account.

Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the Product Feature level.

 Key Configurations:

Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.

Product Option: Assign the Discount Schedule on the Product Option record.

 Validation:

Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides the Feature-level Discount Schedule.

 Requirement Overview:

Universal Containers sells a Product exclusively as part of a bundle and does not want it to appear in the Product Selection screen.

 Solution:

The Component checkbox ensures the Product is only available as part of a bundle and is hidden from the general Product Selection screen.

 Steps to Configure:

Navigate to the Product Record for the item.

Select the Component checkbox.

Save the changes.

 Validation:

Confirm that the Product is not visible on the Product Selection screen but is available within its assigned bundles.