CPQ-Specialist Exam Dumps - Salesforce Certified CPQ Specialist (SP25)

ï‚· Requirement:

Hide products with the Product Family "Software" when a Configuration Attribute is set to "Perpetual."

ï‚· Solution:

Use an Error Condition to evaluate the Product Family value on the Product Option record.

Configure a Product Action to Show all products except those with the Product Family "Software."

ï‚· Mechanism:

The Error Condition evaluates the Configuration Attribute's value against the Product Option.

The Product Action ensures visibility is dynamically controlled based on the evaluated condition.

ï‚· Salesforce CPQ Reference:

Error Conditions and Product Actions are key components of Product Rules in CPQ to implement dynamic product behavior ​.

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‚· Issue Context:

Some Opportunity Products are not syncing from the Quote, causing pipeline inaccuracies.

ï‚· Troubleshooting Steps:

A. Ensure the Quote’s Account lookup is populated:

A missing Account lookup can prevent synchronization as it ties the Quote to the Opportunity.

B. Ensure the Opportunity’s Primary Quote lookup is populated:

The Primary Quote must be explicitly linked to the Opportunity for synchronization to occur.

E. Check the Quote’s Primary checkbox for a value of True:

Only the Primary Quote syncs Opportunity Products. Ensure the checkbox is set to True.

ï‚· Validation:

Verify that Opportunity Products sync correctly after ensuring these fields are properly populated.

For the Fulfillment team’s requirement, Order Item dates need to reflect the order creation date rather than Quote Line start dates. Option C achieves this by using Process Builder to set the Order Product Date to "Today" upon record creation, overriding any inherited Quote Line dates. For the Account Management team’s requirement, all items from one order must appear on a single contract. Option A accomplishes this by setting the Contracting Method on the Order to "Single Contract," ensuring all order products are grouped under one contract regardless of subscription terms. Option B (Default Order Start Date) is a package-level setting that doesn’t directly apply to individual order items. Option D (Quote Contracting Method) affects quote-to-contract mapping but doesn’t ensure order-based consolidation. Salesforce CPQ documentation supports these configurations for date and contract control.

ï‚· Cause Analysis:

Hidden = TRUE: Products marked as hidden do not appear in the Opportunity Line Item after saving the Quote.

Component = TRUE: Products flagged as components are part of a bundle and are not directly added as standalone Opportunity Line Items.

ï‚· Key Settings:

These configurations are commonly used for internal or auxiliary products within a bundle or restricted products.

ï‚· Salesforce CPQ Reference:

The behavior is explained under Product Configuration and Quote Mapping ​.

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.

ï‚· Requirement:

Ensure the price of Tiny Boxes ($0.005) is handled with proper decimal precision.

ï‚· Solution:

Adjust the Unit Price Scale to 3 in the Pricing and Calculation Package Settings, enabling Salesforce CPQ to handle prices up to three decimal places.

ï‚· Why Other Options Are Incorrect:

A: Field-level precision on Quote Line does not control pricing precision.

C: The Product record's Unit Price Scale cannot override global settings.

D: Price Rules are unnecessary for simple decimal precision adjustments.

ï‚· Salesforce CPQ Reference:

Decimal precision configuration is described in CPQ Pricing Settings ​.