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

ï‚· Requirement Overview:

Ensure the Standard Warranty (a Percent of Total product) generates an Order Product when a partial Order is created.

ï‚· Solution:

When generating a partial Order, selecting a Shipping Container product triggers the automatic creation of a Standard Warranty Order Product, as the warranty is based on the container’s Net Price.

ï‚· Steps to Test:

Add a Shipping Container Quote Line and the Standard Warranty Quote Line to a Quote.

Create a partial Order, selecting the Shipping Container.

Verify that the Standard Warranty Order Product is generated.

ï‚· Scenario:

A tiered pricing structure requires different amounts to be applied based on the quantity purchased.

ï‚· Solution:

Use a Discount Schedule with:

Type = Slab: Ensures different price amounts are applied for each tier.

Discount Unit = Amount: Specifies fixed dollar values for each tier.

ï‚· Why Other Options are Incorrect:

A, B: Block pricing is unsuitable because the requirement is tier-based, not fixed blocks.

C: Range type does not handle tiered pricing accurately.

ï‚· Salesforce CPQ Reference:

Discount Schedules with Slab type are detailed in CPQ Discounting Guidelines ​.

ï‚· Requirement Overview:

Identify any Quotes where a discount has been applied to options within a bundle.

ï‚· Solution Details:

B. Summary Variable:

Use a Summary Variable to check if any Quote Line within the bundle has a Discount > 0.

Configure the Max aggregation function to evaluate discounts.

C. Price Condition:

Add a condition to check if the Discount field (SBQQ__Discount__c) on a Quote Line is greater than 0.

ï‚· Steps to Configure:

Summary Variable:

Navigate to Summary Variables and create one with:

Target Object: Quote Line.

Aggregate Function: Max.

Aggregate Field: SBQQ__Discount__c.

Price Condition:

Add a condition to the Price Rule:

Object: Quote Line.

Field: SBQQ__Discount__c.

Operator: Greater Than.

Filter Value: 0.

ï‚· Validation:

Add bundle options with discounts to a Quote and verify that the rule identifies the discounted options.

ï‚· Requirement:

To allow sales reps to view a subset of products via a button in the Quote Line Editor.

ï‚· Solution:

A Custom Action with a Search Filter is configured to dynamically limit the displayed products.

ï‚· Mechanism:

The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to display only the desired subset of products.

ï‚· Salesforce CPQ Reference:

Custom Actions and Search Filters are documented as the preferred method to customize product visibility in the Product Selection process .

ï‚· Requirement:

Streamline the Quote Line Editor by enabling automatic calculations after each change.

ï‚· Solution:

Enabling the Calculate Immediately setting in Managed Package Settings ensures calculations are triggered automatically whenever changes are made in the Quote Line Editor.

ï‚· Why Other Options Are Incorrect:

A: The Legacy Calculator setting is outdated and not related to automatic calculations.

B: Quick Calculate is a manual process that does not meet the requirement for automatic recalculation.

ï‚· Salesforce CPQ Reference:

The Calculate Immediately Setting is described in the CPQ Managed Package Settings documentation ​.

ï‚· Requirement Overview:

Restrict sales reps to only selecting subscription Products when using the Add Subscriptions Custom Action.

ï‚· Solution Details:

The Search Filter for the Add Subscriptions action should include only subscription Products.

Setting the Filter Value to Hidden ensures that only Products matching the filter criteria are displayed.

ï‚· Steps to Configure:

Navigate to the Search Filter related to the Add Subscriptions action.

Set the Filter Value to True.

Mark the Hidden checkbox to restrict visibility to subscription Products.

ï‚· Validation:

Test the Custom Action to confirm that only subscription Products are visible.

ï‚· Scenario:

The Create Order button generates an Order with half the Quote Lines, and the Ordered checkbox is selected.

ï‚· Outcome:

When the Ordered checkbox is checked, remaining Quote Lines are eligible for a new Order. A second Order will be generated for the remaining lines.

ï‚· Why Other Options Are Incorrect:

A: An Order without Order Products is invalid in this scenario.

C: No error is thrown because multiple Orders are allowed from the Quote.

D: Existing Orders are not updated with new Quote Lines.

ï‚· Salesforce CPQ Reference:

The behavior of the Create Order button is detailed in CPQ Order Management documentation ​.

ï‚· Requirement Overview:

Users need to define Discount Tiers where the values are treated as the Regular Price instead of amounts deducted from the List Price.

ï‚· Solution:

Configure the Discount Schedule to:

Set the Discount Unit to Amount.

Choose All from the Override Behavior picklist.

Select the Use Price for Amount checkbox to treat the tier values as Regular Prices.

ï‚· Steps to Configure:

Navigate to the Discount Schedule Record.

Set the Discount Unit to Amount.

Select All from the Override Behavior picklist.

Check the Use Price for Amount box.

ï‚· Validation:

Test the Discount Schedule to ensure the defined tier values are treated as Regular Prices.