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

ï‚· Requirement Overview:

Sales reps need to know when manual overrides on a Discount Schedule will remain unaffected by Admin updates.

ï‚· Key Behavior:

When the Save or Quick Save button is clicked, the manual override is committed, and the Discount Schedule changes made by the Admin will not affect it.

ï‚· Validation:

Test the behavior by manually overriding a discount, saving the Quote, and confirming that Admin updates to the Discount Schedule do not impact the saved Quote.

ï‚· Requirement Overview:

Universal Containers wants to use split Orders to manage fulfillment by separating items based on their shipping schedules.

ï‚· Key Considerations:

Component-type Options: When splitting Orders, component-type Options are treated independently and can be split into different Orders.

Bundle Structure: Splitting Orders does not maintain the bundle structure, meaning the parent-child relationships of the bundle are not preserved in the split Orders.

ï‚· Steps to Configure:

Ensure that the Order by Quote Line Group field or a custom grouping field is used to facilitate splitting the Orders based on shipment schedules.

ï‚· Validation:

Test the split Order functionality by creating a Quote with a hardware bundle and ensuring that the bundle and components can be split appropriately.

ï‚· Requirement Overview:

Universal Containers uses multiple currencies (USD, EUR, GBP) and requires specific pricing based on regions (America, Asia Pacific, Europe).

ï‚· Solution Details:

Create four Price Books, where each Price Book covers a unique combination of region and currency.

America - USD: Prices for American customers.

Asia Pacific - USD: Prices for Asia Pacific customers.

Europe - EUR: Prices for European customers using EUR.

Europe - GBP: Prices for European customers using GBP.

ï‚· Steps to Configure:

Navigate to Setup > Price Books and create a new Price Book for each combination.

Assign relevant Price Book Entries for the products in each Price Book.

Use sharing rules to restrict access to the appropriate Price Books for users in each region.

ï‚· Validation:

Ensure users can access and use the correct Price Book based on their region and currency.

ï‚· Requirement:

Universal Containers wants to control whether the Additional Discount column appears on the Quote Template.

ï‚· Solution:

By creating a custom checkbox field (Show_Discount__c), administrators can dynamically control the visibility of the Additional Discount column.

This checkbox is referenced in the Conditional Print Field of the Quote Template Line Column settings for the Additional Discount column.

ï‚· Mechanism:

When the Show_Discount__c checkbox is TRUE, the column appears.

When FALSE, it does not display.

ï‚· Salesforce CPQ Reference:

Conditional Print Field functionality in Quote Templates allows for dynamic content visibility based on field values ​.

ï‚· Issue:

Contract creation fails when the Contracted checkbox is checked on an Opportunity.

ï‚· Possible Causes:

A: If the Subscription Conversion Behavior is set to None, the product is not converted into a Subscription, preventing the Contract from being created.

B: The Opportunity requires a Primary Quote to generate a Contract, as the Contract details are derived from the Quote.

ï‚· Why Other Options Are Incorrect:

C: If the Subscription Pricing field is blank, the product is treated as non-subscription but does not prevent Contract creation.

D: Products with Subscription Pricing = One-time are not converted to Subscriptions, but they do not block Contract creation.

ï‚· Salesforce CPQ Reference:

Contract creation requirements and behaviors are documented under CPQ Subscription Management Guidelines ​.

ï‚· Requirement Overview:

Product A must always be included in the bundle.

Product B should be included by default but can be removed by the user.

ï‚· Key Configurations:

Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user.

Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.

ï‚· Steps to Configure:

Navigate to the Product Option record for Product B.

Set Required to FALSE.

Set Selected to TRUE.

Save and test the behavior by adding the bundle to a Quote.

ï‚· Validation:

Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.

This setup ensures flexibility for Product B while ensuring Product A remains mandatory​​.

ï‚· Requirement Overview:

Understand what impacts the number of query rows returned when using Lookup Rules in Salesforce CPQ.

ï‚· Factors:

C. Total Number of Quote Lines: Each Quote Line triggers a lookup, increasing the number of query rows.

D. Total Number of Fields on the Lookup Object: More fields on the object result in larger query rows.

E. Total Number of Lookup Queries: Multiple lookup queries executed during the Quote Line processing impact the total rows returned.

ï‚· Steps to Validate:

Analyze the Lookup Rule configuration and test its behavior with varying Quote Line counts, field sizes, and query numbers.

ï‚· Requirement Overview:

Universal Containers wants to update the Quantity of a specific Product in the Quote Line Editor via a Price Rule.

The Price Rule should target only this specific Product.

ï‚· Key Mechanism:

Use a Price Condition on the Price Rule to evaluate a Quote Line field that uniquely identifies the Product (e.g., Product Code or Product Name).

ï‚· Steps to Configure:

Navigate to the Price Rule.

Add a Price Condition:

Field: Select a field from the Quote Line that identifies the Product.

Operator: Equals.

Value: Enter the unique value (e.g., Product Code or Name).

Configure the Price Action to update the Quantity field.

ï‚· Validation:

Test the rule by adding the specific Product to a Quote and confirming that the rule updates its Quantity as expected.