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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Renewal and Amendment Management | 10% | - Process renewals and amendments - Configure auto-renewal rules - Manage subscription changes |
| Topic 2: CPQ Integration and APIs | 5% | - Integrate with Salesforce Sales Cloud - Work with third-party integrations - Understand CPQ API capabilities |
| Topic 3: CPQ Administration | 15% | - Manage user access and permissions - Set up guided selling and recommendation rules - Configure record types and page layouts |
| Topic 4: CPQ Data Management | 10% | - Understand data model and relationships - Import and export CPQ data - Manage product data migration |
| Topic 5: Quote to Cash Process | 15% | - Understand order and contract integration - Configure quote templates and outputs - Manage approval workflows |
| Topic 6: CPQ Best Practices and Troubleshooting | 5% | - Apply CPQ implementation best practices - Monitor and maintain CPQ performance - Troubleshoot common CPQ issues |
| Topic 7: Advanced CPQ Configuration | 10% | - Set up custom actions and scripts - Implement calculator configuration - Configure advanced product rules |
| Topic 8: Product Management | 10% | - Manage product features and options - Set up product hierarchy and scheduling - Configure products and product bundles |
| Topic 9: Price Rules and Block Pricing | 15% | - Implement lookup queries and price actions - Configure block pricing and tiered pricing - Create and manage price rules |
| Topic 10: CPQ Platform Overview | 5% | - Understand the CPQ platform architecture - Navigate CPQ user interface - Identify key CPQ terminology and concepts |
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NEW QUESTION # 229
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers
Answer: B,D
Explanation:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:
* Enable the Allow Multiple Orders Setting
* Navigate to Setup > Installed Packages and locate Salesforce CPQ.
* Click Configure, then go to the Orders tab in the CPQ package settings.
* Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.
* This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family.
* Set the Order By Field to Product Family
* From the object management settings for Quotes, edit the Order By field.
* Add "Product Family" as a picklist value if it is not already available.
* On the Quote, select Product Family in the Order By field.
* Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family.
* Process for Creating Orders
* On the quote, select the Ordered checkbox.
* Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value.
* Notes and Considerations
* If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.
* This functionality is available in Salesforce CPQ editions starting from Summer '16.
By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.
NEW QUESTION # 230
Universal containers has an add-on product that can only sold as part of bundles.
Which two steps should the admin take to meet this requirement?
Choose 2 answers
Answer: A,B
NEW QUESTION # 231
An admin is setting up multiple Option Constraints. When configuration the bundle. a user should be unable to select Product B unless the user has also selected Product A.
What are two steps the Admin must take to set up the Option Constraint?
Choose 2 answers
Answer: A,C
Explanation:
Requirement Overview:
* Prevent the user from selecting Product B unless Product A is also selected in the bundle.
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.
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).
Validation:
* Add the bundle to a Quote and confirm that selecting Product B is only possible when Product A is also selected.
NEW QUESTION # 232
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
Answer: D
Explanation:
Scenario Overview:
* The Custom value for the Condition Met field allows for complex logical operations using a mix of AND/OR across multiple Price Conditions.
Use Case:
* When a Price Rule has three or more conditions and requires specific combinations of AND and OR logic, the Custom option is required.
Implementation:
* Navigate to the Price Rule.
* Set Condition Met to Custom.
* Specify the logic (e.g., (Condition 1 AND Condition 2) OR Condition 3).
Validation:This ensures Salesforce CPQ evaluates the Price Rule as intended, supporting mixed logical conditions.
NEW QUESTION # 233
A nested bundle (a bundle used as a Product Option inside another bundle) needs its own independent configuration rules that shouldn't affect the parent bundle. What CPQ capability supports this?
Answer: B
Explanation:
Requirement: confirm nested bundles can have self-contained configuration logic. Solution: CPQ supports nested bundles, where each bundle level (parent and nested child) maintains its own independent set of Product Options, Features, and Product Rules, allowing configuration logic to be scoped appropriately at each level.
NEW QUESTION # 234
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