Industries-CPQ-Developer Exam Dumps - Salesforce Certified Industries CPQ Developer (SU24)

When Vlocity Cart builds the product list, the type of rule that is processed first is:

• Advanced Rule - Eligibility (C): This type of rule determines whether a customer is eligible for a product based on certain criteria such as customer attributes or service qualifications. Processing eligibility rules first ensures that only relevant and permissible products are presented to the user, streamlining the product selection and configuration process.

In Salesforce CPQ, a fixed clock icon next to a line item in the cart typically indicates the Fulfilment Start Date of a product. This icon serves as a visual cue to show when the product or service will start being delivered or activated, helping users and sales representatives manage and understand the timeline of the product or service delivery within the sales process.

In Guided Selling interactions within Salesforce Industries CPQ, retrieving products filtered by object type can efficiently be handled using a DataRaptor. DataRaptors are powerful tools designed to extract, transform, and load data specific to Salesforce and Vlocity. By setting up a DataRaptor to filter data based on the Type field or any specific criteria related to object types, users can dynamically pull relevant product sets into the guided selling process, enhancing both user experience and system performance.

When new product bundles are added to the shared catalog in Salesforce Industries CPQ, certain jobs must be run to ensure that the system updates and recognizes the new configurations and dependencies: A. Load API Metadata: This job is crucial for updating the system’s recognition of new API elements and configurations that are associated with the newly added product bundles. D. Refresh Platform Cache: Refreshing the platform cache is important to clear any stored data that could prevent the new product bundles from being recognized correctly and to ensure that users see the most current catalog data when accessing the system.

These jobs help integrate the new product data into the existing system structure and ensure that all users can access and interact with the new products correctly.

In Guided Selling, to display the list of products, the Selectable Items element is used (B). This element allows users to view and select from a list of products that meet the criteria defined for the current step of the sales or configuration process. It is designed to integrate seamlessly with the cart and pricing logic, providing dynamic updates based on user selections.

References:

• Salesforce Industries CPQ Developer documentation on OmniScript elements.
• Practical examples of OmniScript configurations in Salesforce Industries CPQ.

The statement that the Vlocity Product Console does not support the creation of custom EPC (Enterprise Product Catalog) objects is false. The Vlocity Product Console allows administrators and developers to create and manage custom objects within the EPC. This flexibility is essential for tailoring the product catalog to meet specific business requirements and integrating with other processes in Salesforce Industries CPQ.

A parent/child price list structure in Salesforce Industries CPQ is particularly useful for: A. Creating child price lists for different regions: This allows for regional variations in pricing to be managed under a single overarching parent price list. Different prices can be set for different regions while maintaining a consistent base structure. B. Applying rules to child price lists: Rules applied at the parent level can cascade down to child price lists, or specific rules can be applied directly to child price lists, allowing for flexible, hierarchical pricing management.

This structure enhances the flexibility and manageability of pricing strategies across different market segments or regions, maintaining coherence in pricing adjustments and rules application.

References:

• Salesforce Industries CPQ Documentation on Price Lists.
• Salesforce training modules on hierarchical price list management.

When encountering issues with the persistent cart not updating in a Salesforce Industries CPQ guided selling interface, the usual fix involves ensuring that the remote action fetching the cart data correctly targets the expected node in the response JSON. By setting the Response JSONNode to "vlcCart_Top" in the remote action that invokes the getCarts method, Felix can ensure that the correct segment of the JSON is updated with cart details, which should resolve the display issue of showing "0 items in Cart" and missing totals.

Vlocity Cart can be invoked for the following sObjects in the order capture process:

• Account, Quote, and Order (D): These sObjects represent key stages and elements of the sales process where the Vlocity Cart is applicable. The cart can be used to manage product selections and configurations directly related to accounts, prepare quotes, and finalize orders.

Assigning two base prices to a product in Salesforce Industries CPQ can be accomplished through the use of multiple price list entries. Each price list entry can specify a different base price for the same product under different conditions or for different markets. This approach allows businesses to adapt their pricing strategies flexibly across different customer segments or geographic areas, ensuring that the pricing reflects the market conditions or strategic objectives.

In Vlocity Cart, products with a default quantity cardinality of 0 are represented as a line item with a quantity of 0. This presentation method clearly indicates that no units of the product are initially included in the order, but it allows users to add the product by adjusting the quantity as needed.

• As a line item with a quantity of 0: This method provides visibility to the product while accurately reflecting its default state of not being included unless specifically added by the customer.

It is false that rules always execute if they are active. In Vlocity CPQ, active rules only execute under conditions for which they are specifically designed. This means that even if a rule is active, it requires certain triggers or conditions to be met for execution. This design prevents unnecessary rule processing and ensures that system resources are used efficiently by only applying rules when they are contextually relevant. This conditional execution is crucial for maintaining performance and accuracy in complex configurations like those in large product catalogs.

QUESTIONNO: 58

Which four of the following would require compatibility rules?

Note: This question displayed answer options in random order when taking this Test.

A. Apple iPhone requires SIM card

B. MetroE cannot be delivered to Consumer customers

C. VPN Access can only be delivered over high speed internet

D. Only DSL customers can purchase a modem

E. High Def set top box is required for High Def TV packages

Answer: A, C, D, E

In Salesforce Industries CPQ (formerly Vlocity), compatibility rules are used to ensure that certain products are compatible or require other products in order to function properly or meet certain conditions. Here's a breakdown of the answer:

• A. Apple iPhone requires SIM card - This is a direct compatibility rule where one product (iPhone) necessitates another product (SIM card).
• C. VPN Access can only be delivered over high speed internet - This is another compatibility rule that specifies a delivery condition based on the underlying service (high-speed internet).
• D. Only DSL customers can purchase a modem - This condition specifies that the purchase of one product (modem) is contingent on the customer having another product or service (DSL), which is a compatibility rule.
• E. High Def set top box is required for High Def TV packages - Similar to A, this specifies that to use one product (High Def TV packages), another product (High Def set top box) is required.

Option B, "MetroE cannot be delivered to Consumer customers," is more of an eligibility or exclusion rule rather than a compatibility rule.

If the Premium Device product is displayed under the Disqualified tab in the cart, this typically indicates that the context rule set meant to qualify this product for customers with a Premium SLA has not been properly associated with the product. The context rule itself must be actively linked to the specific product it's intended to qualify: C. The rule set has not been assigned to the Premium Device product: Ensuring that the rule set is correctly assigned to the product will allow the rule to be evaluated during the cart and order configuration process, qualifying the product for addition to the cart.

Entity Filters in Salesforce Industries CPQ apply multiple conditions using the AND condition:

• B. Using the AND condition - When setting up entity filters, conditions are combined using AND, meaning all conditions must be met for the filter to apply. This allows for precise control over when rules are triggered based on multiple attributes or requirements.

To automatically adjust the price of a smartphone product within specified time frames, the appropriate setup involves: D. Multiple price lists with affectivity time frames: By configuring multiple price lists that have defined effective dates, the system can automatically apply different pricing for the smartphone as time progresses. This method leverages the system's capability to switch between price lists based on their affectivity, allowing for seamless price adjustments according to pre-set schedules.

An attribute is designated as a product attribute within Salesforce Industries CPQ by assigning it to a product or an object type. This assignment directly links the attribute to a specific product or category, defining its role and function within the product configuration. This is crucial for ensuring that attributes are applicable and visible in contexts where they are relevant, enhancing the configurability and specificity of product offerings within the CPQ system.

When the Cost & Margin feature is enabled in Salesforce Industries CPQ, the data regarding upper and lower margin bounds are typically stored in: A. A calculation matrix: This is a tool used within CPQ to define and store complex pricing rules, including margins based on cost. It allows the system to dynamically calculate and apply margins based on the cost structure defined within the matrix, facilitating precise control over profitability on a per-product basis.

To ensure that an attribute displays in Vlocity Cart's configuration window in Salesforce Industries CPQ, the Run-time Configurable flag needs to be set for the attribute in the Vlocity EPC. This flag makes the attribute available for configuration during the sales process, allowing sales representatives or customers to modify the attribute's value as per the business requirements during the configuration phase.

• Run-time Configurable flag: This is specifically designed to control the visibility and editability of attributes in the configuration window of Vlocity Cart, making it essential for dynamic product customization and configuration.

The remote method postCartItems in Guided Selling is specifically designed to put items into the cart. This method handles the addition of selected products to the cart, allowing for further actions such as quantity updates, configuration changes, or removals. It is an integral part of managing cart operations dynamically within the guided selling process, facilitating user interactions and backend processes that reflect the current state of the cart.

To limit the duration of a discount on a child product's price within Salesforce Industries CPQ, you would use "The time plan on the child product's discount." This approach allows you to set specific start and end dates for the discount, directly linked to the child product. It provides a targeted and efficient way to manage promotional pricing on a per-product basis, ensuring that discounts are applied within the intended timeframe without affecting other products or overarching promotions.

In Salesforce Industries CPQ, an Advanced Rule can have multiple filters to define its conditions and actions based on those conditions:

• B. 1 or more - Advanced Rules in Salesforce Industries CPQ can include one or more filters. These filters determine the conditions under which the rule applies. The ability to use multiple filters allows for complex rule configurations that can handle various business scenarios.

In Salesforce Industries CPQ (formerly Vlocity), a context mapping is defined as the relational path from a root sObject, such as an Order, to related sObjects, such as Account. This allows the CPQ tool to understand how different data elements relate to each other within the context of the application, enabling dynamic behavior based on relationships between data stored across multiple sObjects. This is crucial for setting up rules that operate based on the broader context of a transaction or customer interaction, rather than isolated data points.

References:

• Salesforce Industries CPQ Developer Guide
• Contextual data modeling in Salesforce CPQ training materials

Entity Filters in Salesforce Industries CPQ (formerly Vlocity CPQ) are not exclusively tied to a single Advanced Rule. Instead, they can be associated with multiple rules, depending on the complexity and needs of the configuration. This flexibility allows Entity Filters to be reused across different rules, enhancing efficiency and reducing redundancy in rule setup.

• False (B): Entity Filters are designed to be modular and reusable, allowing them to be applied across various scenarios and rules within the Salesforce Industries CPQ environment.

In Vlocity, you can build a promotion using:

• A. An individual product: A single product can be the basis of a promotion, offering special pricing or conditions that distinguish it from the standard offering.
• B. A bundle of products: A group of products can be combined into a bundle, which itself can be offered as a promotion. This is common in scenarios where complementary products are sold together at a discounted rate.
• C. A bundle within a bundle: Nested bundles, or a hierarchy of product bundles, can also be used to create complex promotions that provide layered pricing structures or purchasing incentives.

These options provide flexibility in designing promotions that cater to diverse market needs and customer preferences, enhancing the effectiveness of sales strategies in competitive markets.

Salesforce Industries CPQ (Configure, Price, Quote) and Industries OM (Order Management) support both full and partial cancellation of orders. This functionality is crucial for businesses that need to manage complex customer orders where changes or cancellations may be required either for the entire order or for specific parts of an order. This flexibility is integrated into the system to accommodate various customer scenarios and order management workflows.

In Salesforce Industries CPQ, an attribute binding is used to link an attribute to a pricing variable. This linkage is essential for dynamically adjusting prices based on specific attributes of a product or service. For instance, an attribute like 'color' or 'size' can be bound to a pricing variable to modify the price according to the selected options by the customer.

In Vlocity Cart, the prices in the selectable Product List are calculated using multiple methods:

• Using list pricing as defined on the price list with no calculation (A): This involves straightforward application of the pre-defined list prices associated with each product.
• Using Advanced Rules pricing rules (B): Advanced rules can modify pricing based on specific conditions and criteria, such as customer segment, quantity, or promotional offers.
• Using Context Rules associated with the price list (C): Context rules can adjust prices based on the broader context of the transaction, like customer location or market conditions. Thus, all of these methods can be involved in the price calculation process, making (D) All of the above the correct answer.

The Lightning web component in Salesforce Industries CPQ that allows the user to submit their payment details is dcCheckoutPayment. This component is specifically designed to handle payment processing within the CPQ system, providing a secure and user-friendly interface for customers to enter and submit their payment information as part of the checkout process. It ensures the secure handling of sensitive financial data and integrates seamlessly with payment gateways and financial systems.

The buttons in the top right of the cart header in Vlocity Cart are configurable elements within the Salesforce Industries CPQ setup:

• C. Buttons defined in the cpq-cart-setup template - These buttons are defined within the cart setup template, allowing for customization according to specific business processes or user interface needs. This setup ensures that the buttons can perform the required actions directly from the cart, enhancing user experience and functionality.

In the example API call provided (vlocity_cmt/v3/catalogs/Phones/offers?context={"Status":"Active"}), the type of parameter being used is specifying a context. This parameter type is critical for filtering API responses based on specific conditions or contexts, in this case, filtering to include only those phone offers where the status is "Active". This allows the API to return more relevant data tailored to the needs of the application or user.

To ensure a perfect order in the cart, rules should execute in a sequence that maintains logical dependencies and data integrity. The correct sequence is:

• Context Rules Framework: First, establish the context for the transaction based on customer data and product selection. This sets the stage for more detailed rule application.
• Compatibility Rules Framework: Next, ensure that the selected products are compatible with each other. This prevents conflicts in the cart and helps in maintaining a coherent order structure.
• Advanced Rules Framework: Finally, apply advanced rules that may include dynamic pricing adjustments, promotions, or complex business logic. This layer refines the order to meet specific business objectives and customer needs.

This sequence ensures that each rule framework builds upon the data and decisions of the previous step, leading to a consistent and accurate order process in the cart.

In Vlocity Enterprise Product Catalog (EPC), to allow a user to modify an attribute within the Vlocity Cart’s configuration window, the Run-time Configuration flag must be set for that attribute. This flag enables the attribute to be editable at the point of configuration, facilitating dynamic adjustments by users directly in the cart interface. It essentially marks the attribute as configurable during the sales process, allowing for custom inputs or selections based on customer preferences or requirements.

Vlocity Rule Builder, a tool within Salesforce Industries CPQ, facilitates the creation of various types of business rules that can be applied throughout the CPQ process. Here's what it allows you to create:

• A. Advanced rules using entity filters and rule actions - The Vlocity Rule Builder is specifically designed to create complex rules that include entity filters and define rule actions based on those filters. This functionality is integral to tailoring CPQ processes to specific business needs, ensuring that only valid and necessary data drives the CPQ logic.

When Felix, the Vlocity CPQ Administrator, creates a new product attribute and it does not appear in the list for assignment to an object type, the most likely solution is to refresh the CPQ Partition platform cache. This action updates the system’s cache, which can sometimes lag behind real-time changes made in the configuration settings, causing newly created attributes to not immediately appear in relevant lists.

• Refresh the CPQ Partition platform cache: This step ensures that all recent changes are loaded into the system's active memory, allowing Felix to proceed with assigning the new attribute to the desired object type.

In the Vlocity Cart within Salesforce Industries CPQ, the rules that are run in the cartline items panel to determine required or excluded products and/or compatibility are:

• Configuration Validation (Compatibility) Context Rules (D) - These rules are specifically designed to assess compatibility between products in the cartline. They are executed to ensure that the products added to the cart are compatible with each other based on predefined criteria.

When using multiple price lists in Salesforce Industries CPQ, it is possible to assign more than one base price to the same product. This feature allows businesses to cater to different market segments, geographic locations, or customer types with varying pricing strategies. Multiple price lists enable different pricing structures under various scenarios, providing flexibility in how products are priced according to differing business needs and customer demands. This approach helps in targeting specific markets more effectively while maintaining coherent pricing strategies across the board.

• B. False: In Salesforce Industries CPQ, you can have more than one implementation active per interface. This flexibility allows organizations to tailor the CPQ system to different business units, geographic regions, or product lines, each with its own specific settings and customizations.

To ensure that the most recent price updates are reflected in the Digital Commerce API response, the developer should run the "Populate API Cache job." This job is crucial because it refreshes the cached API data, including prices, ensuring that any updates to product prices are accurately reflected when the API is queried next. The Populate API Cache job replaces the outdated cache with new, updated information from the database.

To set a subscription that starts on the purchase date and ends at the end of the cycle in Salesforce Industries CPQ, you need to create a "Time Plan." A Time Plan defines the duration and timing of services or subscriptions, effectively managing how these services are billed or activated over a specific period. This tool allows for precise control over the subscription period, ensuring that it aligns with the purchase and cycle end dates as required.

To create a bundle of products with child products that are discounted in Salesforce Industries CPQ, you would typically manage the discounts at the price list level where the price list entries of those child products are located. By adjusting the pricing directly in the price list entries, you can apply specific discounts to each child product individually. This approach allows for centralized control of pricing and ensures that the discounts are consistently applied regardless of how the bundle is configured or where it is sold.

• A. Pricing element adjustment: A pricing element adjustment often involves calculations that directly utilize the base price of a product. These adjustments modify the base price to finalize the selling price based on various factors such as customer segment, purchase volume, or promotional offers.

To decide when to use a promotion instead of an offer to market products, consider these factors: A. Product is available to a limited set of customers: Promotions are ideal for targeting specific customer segments or demographics, allowing for more controlled and strategic marketing. C. Product is available for a limited time: Promotions are effective for creating urgency and driving sales within a specific timeframe, making them suitable for products available temporarily. D. Product needs to be sold quickly: Promotions can accelerate product uptake by offering timely incentives, which is crucial for moving inventory rapidly.

These criteria align with the strategic use of promotions to drive specific sales objectives, particularly when products require targeted marketing approaches or need to clear quickly due to time constraints.

References:

• Salesforce CPQ Promotions and Offers Documentation.
• Marketing and Sales Strategies in Salesforce Industries CPQ.

In Salesforce Industries CPQ, when creating a custom pricing plan step for attribute-based pricing in the Default Pricing Plan, it is most effective to place the step between Sequence 30: Initialize Pricing Variables and Sequence 40: Apply Offer Adjustments. This placement allows the custom step to utilize initialized pricing variables effectively and apply these before any offer adjustments are made. By sequencing it in this manner, the custom pricing logic can accurately reflect the attribute-based conditions before the system calculates the final adjustments based on promotions or other pricing offers.

• B. Check the Do Not Assetize property in the Cart's line Item configuration window
• C. Check the Is Not Assetizable property: Both of these properties control whether a product becomes an asset upon purchase. The Do Not Assetize property can be configured in the line item configuration within the cart to prevent assetization for specific sales. Similarly, setting the Is Not Assetizable property at the product level ensures that the product cannot be assetized regardless of how it is sold or configured in orders.

Launching a guided selling process in Salesforce Industries CPQ can be effectively achieved using a Vlocity action. These actions are configured within the Salesforce Industries platform and can be directly linked to OmniScripts or other processes that initiate guided selling scenarios. Actions can be set up to start based on various triggers or user interactions within the Salesforce environment, providing a versatile entry point for guided selling processes.

The statement "Product X requires Product Y" refers to a compatibility or inclusion rule rather than an eligibility rule:

• B. False - In the context of CPQ, eligibility typically refers to whether a customer or a specific scenario qualifies for a product or promotion based on defined criteria. In contrast, stating that one product requires another falls under compatibility or inclusion rules, which dictate that certain products must be sold or used together.

In Salesforce Industries CPQ using Vlocity, a picklist can be linked to a Context Dimension. Context Dimensions in Vlocity CPQ represent a way to define and handle data dynamically within the CPQ process. By linking a picklist to a Context Dimension, users can effectively manage options that are dependent on certain contexts within the sales or quoting processes, making it versatile for adapting to various business scenarios.

In Salesforce Industries CPQ, a time plan refers to a scheduling strategy that determines how a product or service is billed over a period of time. One key characteristic of time plans is that they can be prorated, which means the charges can be adjusted based on the actual duration of use within the billing period. This proration enables more flexible and accurate billing for customers who start or end their subscription mid-cycle, ensuring they are only billed for the portion of the service they actually use.

When creating a quote from an existing asset in Salesforce Industries CPQ, the status of the corresponding line item will typically be set to "Change". This status indicates that the line item is being modified or revised from its original configuration, reflecting the new terms or conditions specified in the quote. This status helps in tracking how assets are being adjusted or repurposed through the sales and quoting process, ensuring clarity in transaction histories and customer records.

It is true that the discount of a child product's price in a promotion can expire before the promotion ends. This scenario can occur if the discount terms are set with a specific expiration date that is earlier than the overall promotion end date. Such configurations allow for dynamic pricing strategies where discounts may be offered on a limited basis while the broader promotion may continue with different incentives or pricing structures.

To change the time plan or time policy of a child product in a promotion, it should be adjusted in the pricing element associated with that product. The pricing element is where various terms including durations and conditions related to pricing are configured. Adjusting the time plan or policy here allows these terms to be specifically tailored to individual products within a promotion.

• The pricing element (D): This component of the pricing structure in Salesforce Industries CPQ is crucial for setting and managing temporal terms of pricing adjustments or conditions.

The time policy for a promotion specifies when promotional pricing applies to the customer account. This determines the periods during which the terms of the promotion are effective, impacting the cost of products or services for the customer if purchased within that specific time frame.

• When promotional pricing applies to the customer account (A): The time policy helps manage the availability and applicability of promotional pricing, ensuring that promotions are only active during their intended timeframe, which is crucial for accurate billing and promotional management.

In Salesforce terminology, a 'party' refers to any entity with which a Salesforce customer conducts business. This can include individuals, organizations, or other entities involved in business transactions or interactions. This broad definition is foundational in Salesforce's architecture, allowing for versatile customer relationship management and tracking of interactions across diverse business models.

Cart-based guided selling experiences in Salesforce Industries CPQ do not use Angular JS templates. Instead, these interfaces are typically built using proprietary Salesforce technologies and frameworks that are integrated into the Salesforce platform. The use of Salesforce-specific technologies ensures compatibility and optimal performance within the Salesforce ecosystem, rather than relying on external or less integrated solutions like Angular JS.

The Tightest Match calculation method in Salesforce Industries CPQ considers multiple conditions and applies the following rules:

• AND rule conditions: The weights of all met conditions are summed together. This aggregation is used to determine the overall applicability and strength of the rule when all specified conditions are met.
• OR rule conditions: The highest weighted value among the met conditions is selected. This approach is used when any of the specified conditions suffice for the rule to apply, prioritizing the condition with the greatest significance as indicated by its weight.

This method ensures that the rule application is both comprehensive and precise, appropriately reflecting the importance and impact of different conditions in complex decision-making scenarios.

• A. Update scope setting in the promotion: To manage and potentially delete multiple promotions applied to a bundle in the Cart, the "update scope" setting within the promotion configuration needs to be enabled. This setting allows for the adjustment or removal of individual promotions from a bundle without affecting other applied promotions, providing flexibility in how promotional effects are managed within the cart.

When a search is performed on the product list in the Vlocity Cart, typically the fields that are queried include: A. Product Name: This is a common search field as it allows users to find products based on their names. B. Product description: This field helps in searching for products based on descriptions which might contain key features or benefits. C. Product Code: Often used for searching, especially when users know the specific code or SKU of the product they are looking for.

These fields are commonly indexed and searched to facilitate quick and efficient product lookup in dynamic sales environments.

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• B. To reduce the number of choices presented to the user: A developer might use getCartsProducts input parameters to specifically filter and limit the number of products returned during a guided selling experience to streamline the process and make it more manageable for the user. By reducing the product choices, the system can offer a more focused and relevant selection, enhancing the user's experience and improving decision-making efficiency.

It is true that the prices of all child products roll up to the promotion total, except for optional products that are not being purchased. This means that within a promotion, any child product that a customer chooses to add to their purchase will contribute to the total promotional price. However, if the product is optional and the customer decides not to purchase it, its price will not be included in the final rolled-up total. This setup allows for flexibility in promotions, offering customers choices while maintaining clarity in pricing structure.

In Salesforce Industries CPQ, when pricing bundles, there are multiple strategies you can employ:

• Assigning the parent product a zero price and managing pricing entirely through the child products. This approach is often used when the value of the bundle is derived solely from its components.
• Assigning a price to the parent product and setting the prices of the child products to zero. This strategy might be used when the parent product's price encompasses the total value of the bundle, and the child products are considered included or complimentary.

These methods offer flexibility in how bundles are presented and priced, allowing businesses to tailor their pricing strategy to match their sales and marketing objectives.

To take 20% off the price of a child product in a promotion, you would use an "adjustment." Adjustments in Vlocity CPQ allow for the modification of prices by a percentage or fixed amount, directly influencing the price based on specific promotional rules or conditions. This method is highly effective for applying discounts in a dynamic and flexible manner, accommodating various promotional strategies.

The affectivity time frame for a product's pricing charge in Salesforce Industries CPQ: C. Can cause a pricing element to no longer be used: Affectivity dates define when a pricing element is valid. If the current date falls outside the defined affectivity period, the pricing element (like a specific charge or discount) becomes inactive and is not applied to transactions.

Affectivity time frames are critical for ensuring that pricing remains relevant and accurate, reflecting temporal changes in pricing strategies, such as promotions or seasonal adjustments.

References:

• Salesforce Industries CPQ Pricing Configuration Guide.
• Best practices for managing pricing affectivity in Salesforce Industries CPQ.

The prices in the selectable Product List in the Cart for Salesforce Industries CPQ are calculated using active pricing rules and related calculation matrices. This approach allows for dynamic pricing that can adjust according to various factors such as quantity, customer segment, or specific promotional conditions. The use of pricing rules and matrices ensures that the pricing displayed is always accurate and relevant to the specific conditions and configurations of the customer's selections.

Assigning a time plan to a child product within a promotion specifically affects when the time plan begins for that child product. The time plan dictates the start of the promotion's applicability to the child product, setting the parameters for how and when the promotional conditions become effective. This timing control is crucial for managing promotional campaigns effectively, ensuring that promotions start and end at intended times, aligning with marketing strategies and customer engagement plans.

To automatically decrease the price of a new smartphone over time within Salesforce Industries CPQ: D. Using price list entries with effectivity time frames: This method allows for setting different prices for the same product that automatically become effective at predefined times. By creating multiple price list entries for the smartphone each with different prices and specific start dates, the system can automatically update the price based on the current date.

This approach simplifies managing price reductions over a product’s lifecycle, making it efficient to implement and transparent to users.

References:

• Salesforce Industries CPQ Implementation Guide.
• Examples of using effectivity time frames in Salesforce Industries CPQ price management.

In Vlocity's context rules, the purpose of a rule set is:

• A. To contain one or more context rules in a set that can be assigned to products, promotions, or price list entries: A rule set groups multiple context rules that can be applied to different elements within Salesforce Industries CPQ. This grouping enables complex logic to be managed and reused effectively.

In Salesforce Industries CPQ, Contract type discounts are typically used to apply negotiated discounts to customer orders under the framework of frame/pricing agreements. These discounts are predefined and are associated with specific contracts or agreement terms between the selling organization and the customer, allowing for the consistent application of agreed-upon pricing concessions across multiple orders or transactions.

If a promotion does not appear in the Promotions list of the cart in Salesforce Industries CPQ, several factors could be responsible:

• The Effective From date of the promotion is missing (A): A missing effective date means that the promotion does not have a defined start time, which can prevent it from appearing in the list.
• The Effective Until date of the promotion is in the past (B): If the effective until date is already past, the promotion is considered expired and will not be displayed.
• The promotion status is not active (C): For a promotion to be available and visible in the cart, its status must be set to active. An inactive status will hide the promotion from users.

These conditions are essential for managing the lifecycle and visibility of promotions within the CPQ system, ensuring that only current and relevant promotions are available for selection.

• D. All of the above: Context Dimension Domain Types in Salesforce Industries CPQ include a variety of formats such as Picklist, Object Lookup, and Type In. These types provide different ways of defining and accessing data for context dimensions, offering flexibility in how rules are configured and how they interact with data within Salesforce.

In Salesforce Industries CPQ, context rules are used to define business logic that can control the behavior of the configuration engine based on the data provided. The types of rules that can be created using context rules include Qualification and Compatibility. Qualification rules determine if a product or configuration meets specific criteria to be eligible for selection or promotion, while Compatibility rules ensure that selected products or options are compatible with each other within the configuration.

When implementing a custom pricing plan step for attribute-based pricing in the Default Pricing plan in Salesforce Industries CPQ, the step should be placed: D. Between the step Initialize Pricing Context and the step Load Price List Entries: This sequence allows for the correct application of context-specific attributes before price list entries are loaded, ensuring that all attribute conditions and dependencies are established prior to fetching and applying pricing from the price list.

This placement is crucial for effectively leveraging attribute-based pricing mechanisms, as it aligns the pricing data load with the initialized pricing context, allowing for dynamic pricing adjustments based on predefined attributes.

References:

• Salesforce CPQ Pricing Configuration Guide.
• Salesforce Industries CPQ Developer Training on Pricing Plans.

In Guided Selling, the HTML template is crucial for controlling the visual layout of the cart, specifically its vertical or horizontal appearance. This configuration affects how products and options are displayed to the user, impacting the user experience and interface design. By customizing the HTML template, developers can ensure the cart aligns with the overall design and usability goals of the Guided Selling process, making it easier for users to navigate and interact with their selections.

• D. Context Rule: For a developer managing a very large catalog, such as one with over 5 million products, implementing a Context Rule is often the easiest approach. Context Rules allow for broad application across multiple product categories based on specific criteria defined in the rule’s context, such as customer segment, geographic location, or other relevant factors. This can efficiently apply a single rule across an extensive catalog without the need to individually configure each product.

• B. False: The Salesforce Industries Process Library is not primarily a training portal but a repository that provides process templates and best practices specific to Salesforce Industries solutions. While it does support learning and adaptation of Salesforce Industry Cloud products, its main purpose is to facilitate the implementation and customization of industry-specific processes rather than formal training.

CpQAppHandler in Salesforce Industries CPQ is: C. A specialized global Apex class that includes methods to perform CPQ functions: This class provides a series of methods that can be used globally within the Salesforce environment to execute CPQ-specific tasks, such as calculations, data handling, and other CPQ logic. This Apex class is a key component in integrating complex CPQ functionalities within the Salesforce platform, making it possible to customize and extend CPQ capabilities throughout various custom applications and workflows.

References:

• Salesforce CPQ Developer Guide.
• Apex Programming in Salesforce Industries CPQ documentation.

When assigning a context rule in Salesforce Industries CPQ, the component that is actually assigned is the Context rule set. This is because:

• Context rule sets contain one or more context rules which define specific business logic or conditions.
• When applying context rules to scenarios in the CPQ process, you assign a context rule set that encapsulates the required rules. This allows for better organization and reusability of rules across different products or situations.

To price a promotion with a flat charge while ignoring the rolled-up total of the child product prices, the most effective method is to adjust the base price of all child products to zero and assign a specific charge to the parent product of the promotion. This approach ensures that the total price of the promotion is controlled solely by the charge assigned to the parent product, making the child products essentially free or included in the total price of the promotion. This is often used in bundle deals where the overall price is more important than the individual component costs.

• B. The Order Id: After submitting an order using a reference application in Salesforce Industries CPQ, the confirmation message should ideally include the Order Id. This identifier is crucial as it helps both the customer and the service provider track the order throughout its processing lifecycle, enabling easier management and follow-up.

In the scenario where Felix, the Vlocity CPQ Administrator, needs to handle a new version of a wearable tech product with different available colors, the best approach is to create a new color picklist, and when creating the new product entry, override the attribute picklist that is inherited from its Wearable object type. This method allows for specific customization of the product without altering the existing setup for other products that share the same object type.

• Create a new color picklist and override the inherited attribute: This approach maintains the integrity of the existing products and allows new products to have unique attributes that reflect their specific variations.

To ensure that context dimensions are cached and accessible to cacheable APIs in Salesforce Industries CPQ, the option that must be checked is "Cacheable Value". Marking a context dimension as cacheable improves performance by allowing these dimensions to be stored in cache memory. This speeds up data retrieval for frequently accessed information, reducing the load on the database and enhancing the overall responsiveness of the system.

Vlocity Guided Selling is used for enhancing the sales process by guiding sales agents or customers through a streamlined, step-by-step sales journey. This tool is instrumental in reducing average call handling times and training requirements for agents (A), improving the overall customer experience by providing a more interactive and directed sales process (B), and including helpful instructions that aid agents during the sales process (F). Additionally, it's used in training environments to prepare agents before they use the regular Vlocity Cart, ensuring they are familiar with the sales processes and system functionalities (E).

References:

• Salesforce Industries CPQ documentation on Guided Selling.
• Training materials for Salesforce Industries CPQ Guided Selling features.

During the order capture process in the Cart within Salesforce Industries CPQ, the attribute category field that displays at run-time is: B. Display Name: This field is used to present a user-friendly name for an attribute category during configuration, helping users understand the options and choices available more clearly. The display name is designed to be visible and informative during the configuration steps in the cart.

These answers provide a verified understanding based on typical configurations and functionalities within Salesforce Industries CPQ.

Promotions in Vlocity Cart are typically applied automatically using context rules. These rules evaluate the current context of the order—such as customer type, order contents, and other relevant factors—to determine the applicability of promotions. This method ensures that promotions are applied consistently and accurately based on predefined criteria, automating the discounting process and reducing the need for manual intervention during the order placement.

These responses reflect verified practices within the Salesforce Industries CPQ environment, focusing on leveraging the platform’s capabilities to manage complex pricing and configuration scenarios efficiently.

Attribute-based pricing in Salesforce Industries CPQ can be implemented using the following Vlocity components:

• Pricing Plans: These define how products are priced based on various attributes and conditions, allowing for flexible pricing adjustments based on specific product features or customer selections.
• Calculation Procedures: These are used to define complex pricing logic that can take multiple attributes into account, performing calculations that adjust prices based on predefined rules and conditions.
• Calculation Matrices: These provide a grid-like structure where prices can be set based on combinations of different attributes, offering a straightforward method to manage complex pricing scenarios where multiple variables affect the final price.

These components work together to enable dynamic and flexible pricing strategies that respond to specific product attributes, meeting the diverse needs of businesses and their customers.

A percentage discount is often used over a price override in promotions when the cost of the product for the company may increase. Using a percentage discount helps maintain profitability by adjusting the discount amount in proportion to changes in cost, whereas a fixed override might not accommodate such fluctuations.

• When the cost of the product for the company may increase (D): This strategy ensures that the promotion remains economically viable even if underlying costs rise, protecting margins while still offering a discount.

To decrease the price of a product in a promotion in Salesforce Industries CPQ, the following methods are used:

• Use a pricing element adjustment (A): This involves adjusting specific pricing elements that make up the total price of the product, such as discounts or surcharges.
• Use a pricing variable (E): This allows for the dynamic calculation of prices based on variables defined within the promotion, which can be configured to reduce the product price under certain conditions.

These techniques provide a high degree of flexibility and precision in pricing adjustments, enabling tailored pricing strategies that can adapt to various promotional conditions and customer interactions.

To change the base price of a child product in a promotion to a different price, you would use an "override". Overrides allow you to set a specific price for a product within a promotion, disregarding its listed base price. This functionality is essential for promotions where special pricing is a key aspect of the sales strategy, providing flexibility to offer promotional pricing that may differ significantly from the standard pricing.

For the scenario described, where prices vary based on different attributes (bandwidth and network type), the developer should configure Attribute Based Pricing in Salesforce Industries CPQ. This pricing model allows for the setting of prices based on specific attributes selected by the customer. It's particularly useful in scenarios like this where the price needs to dynamically adjust based on a combination of product features or service parameters.

The Vlocity Cards Framework provides a versatile set of UI components that include cards, layouts, and templates. These components are designed to enhance the visual presentation and usability of data across different Salesforce applications. By using this framework, developers can create highly customizable interfaces that improve user experience and data interaction, particularly in complex configurations such as those found in Salesforce Industries CPQ.

In Salesforce Industries CPQ, a context key is used primarily within Digital Commerce APIs to describe the customer during rules processing. This allows the system to tailor the application of business rules based on specific customer attributes or other contextual factors. Context keys serve as identifiers that influence rule execution to customize the experience or offerings for different customer segments, helping in dynamic adjustments such as pricing adjustments, visibility of certain product options, or promotions based on the customer's profile or behaviors.