CPQ-Specialist Exam Dumps - Salesforce Certified CPQ Specialist (WI25)

ï‚· Requirement Overview:

Display the sum of a custom field in the standard Line Editor table without replacing the subtotal or total fields.

ï‚· Solution Details:

The Summary Fields field set on the Quote Line object controls which fields appear as totals in the Line Editor.

ï‚· Steps to Configure:

Navigate to Setup > Object Manager > Quote Line.

Locate the Summary Fields Field Set.

Add the custom field to the field set.

ï‚· Validation:

Open the Quote Line Editor and confirm that the sum of the custom field appears in the standard table, alongside other totals.

ï‚· Requirement Overview:

Prevent the user from selecting Product B unless Product A is also selected in the bundle.

ï‚· Key Configurations:

Type = Dependency: Ensures that one Product is dependent on the selection of another.

Active = True: Activates the Option Constraint for use in the configurator.

ï‚· Steps to Configure:

Navigate to the Option Constraint record.

Set the Type to Dependency.

Mark the Active checkbox as True.

Define Constrained Option (Product B) and Constraining Option (Product A).

ï‚· Validation:

Add the bundle to a Quote and confirm that selecting Product B is only possible when Product A is also selected.

ï‚· Scenario:

Original subscription: $600 Net Unit Price × Quantity 10 × 24 months = $14,400.

Refund: Ten months into the contract, 14 months remain unused.

ï‚· Calculation:

Refund amount = ($600 × 10 × 14) ÷ 24 = -$3,500.

Amended subscription refund (Quantity = 0): 14 months refund prorated = -$2,500.

ï‚· Why Other Options Are Incorrect:

A, C, D: The refund calculations either overstate or understate the prorated refund based on the subscription term and remaining months.

ï‚· Salesforce CPQ Reference:

Prorated refunds and subscription amendments are explained in CPQ Subscription Pricing Documentation ​.

Scenario Breakdown:

List Price = $100

Quantity = 5

Discount Schedule Type = Slab

Discount Unit = Percent

Slab Discount Mechanism:

In a Slab Discount Schedule, the discount applies to the units within each tier individually, not cumulatively.

If the quantity is within the first slab, no discount applies unless specified for that slab.

Calculation:

Assuming the Discount Schedule for the first slab (1–5) has a 6% discount:

Regular Unit Price = List Price × (1 - Discount Percent)

Regular Unit Price = $100 × (1 - 0.06) = $94 per unit.

For 5 units: Total Price = $94 × 5 = $470.

Validation:This approach aligns with Salesforce CPQ Discount Schedule functionality for Slab Type Discount​​.

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ï‚· Requirement:

Hide products with the Product Family "Software" when a Configuration Attribute is set to "Perpetual."

ï‚· 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."

ï‚· 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.

ï‚· Salesforce CPQ Reference:

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

ï‚· Requirement:

Different profiles need to see distinct sets of fields in the Quote Line Editor.

ï‚· Solution:

Create two field sets on the Quote Line object, one for each profile.

Use a text formula field named EditLinesFieldSetName on the Quote object to dynamically return the appropriate field set name based on the user’s profile.

ï‚· Why Other Options Are Incorrect:

A & B: Field sets must be created on the Quote Line object, not the Quote object.

D: This duplicates C but introduces a typo or incorrect description in the explanation.

ï‚· Salesforce CPQ Reference:

Field set configurations for the Quote Line Editor are detailed in CPQ Field Configuration Documentation ​.

ï‚· Requirement:

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

ï‚· 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.

ï‚· 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.

ï‚· Salesforce CPQ Reference:

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

ï‚· Issue Context:

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

ï‚· 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.

ï‚· 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.

ï‚· Salesforce CPQ Documentation Reference:

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