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

ï‚· Requirement:

Allow users to choose options and define quantities during bundle configuration.

ï‚· Configuration Types:

None (A): Users can freely choose options and set quantities.

Allowed (C): Users can choose options and optionally set quantities.

Required (E): Users must configure the options and define quantities.

ï‚· Why Other Options Are Incorrect:

B: Configurable is not a valid value for the Configuration Type field.

D: Disabled prevents any configuration, which contradicts the requirement.

ï‚· Salesforce CPQ Reference:

Configuration Types are documented under Bundle Configuration Guidelines ​.

ï‚· Requirement Overview:

Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.

ï‚· Solution:

Use a Custom Action Condition to control when the Reconfigure Line action is available.

Set the condition to exclude Renewal Quotes (SBQQ__Type__c != "Renewal").

ï‚· Steps to Configure:

Navigate to the Custom Action Condition related to the Reconfigure Line action.

Set the condition criteria to ensure the action is only available for non-Renewal Quotes.

ï‚· Validation:

Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.

ï‚· Advanced Approvals Context:

The Opportunity Object is configured out-of-the-box to integrate fully with Advanced Approvals.

Other objects, like the CPQ Quote or Quote Line, may require additional customization.

ï‚· Functionality:

Advanced Approvals use Approval Rules, Chains, and Conditions to automate the approval process.

Predefined templates and configurations are readily available for the Opportunity Object.

ï‚· Validation:

After installation of the Advanced Approvals package, confirm the Opportunity Object's configuration. No additional setup is required for basic functionality​​.

ï‚· Requirement Overview:

Configure tiered pricing for Product A specific to a customer for all future Quotes.

ï‚· Solution Details:

Use a Discount Schedule with tiered pricing.

Assign the Discount Schedule to a Contracted Price record tied to the customer's Account.

ï‚· Steps to Configure:

Create the Discount Schedule with the desired tiers.

Navigate to the customer’s Account.

Create a Contracted Price record:

Reference Product A.

Assign the Discount Schedule.

ï‚· Validation:

Generate a Quote for the customer and confirm the tiered pricing is applied correctly.

ï‚· Requirement Overview:

Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.

ï‚· Solution:

Use the Additional Document feature on the Quote Template to include PDF files in the generated output.

ï‚· Steps to Configure:

Navigate to the Quote Template.

Create an Additional Document for each required PDF:

Reference the document stored in Salesforce.

Save the Quote Template.

ï‚· Validation:

Generate a Quote document and confirm that the Additional Documents are included as attachments.