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

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‚· Scenario:

A subscription product does not appear in the Product Selection screen during search.

ï‚· Possible Causes:

A: The Active checkbox must be TRUE for the product to appear.

D: The product requires a Pricebook Entry in the corresponding Quote’s Pricebook.

E: If the Component checkbox is TRUE, the product is treated as a bundle component, not standalone, and will not appear in search results.

ï‚· Why Other Options Are Incorrect:

B: Cost records are unrelated to product visibility.

C: The Optional checkbox determines bundling behavior, not search visibility.

ï‚· Salesforce CPQ Reference:

Product visibility settings are detailed in CPQ Product Selection Configuration ​.

ï‚· Requirement:

Deploy Price Rules with Lookup Queries that reference a new Rental Rates object.

ï‚· Best Practices for Deployment Order:

Step 1: Rental Rates: Deploy the object and data it references first to ensure lookup data is available.

Step 2: Price Rules: Deploy Price Rules to establish the logic governing pricing calculations.

Step 3: Price Conditions: These evaluate criteria for the rules to execute.

Step 4: Lookup Queries: Queries must reference both the object and conditions, so deploy them after both.

Step 5: Price Actions: Set last to ensure that the actions triggered by the rules execute correctly.

ï‚· Why Other Options Are Incorrect:

A, B, D: Deploying Lookup Queries or Price Actions before Rental Rates or Price Rules may cause execution errors due to missing references.

ï‚· Salesforce CPQ Reference:

Best practices for deploying CPQ Price Rules and Lookup Queries are detailed in Salesforce documentation ​.

ï‚· Requirement:Populate a Configuration Attribute with a dynamic value when the configurator page loads.

ï‚· Solution Mechanics:

Process Builder can be used to dynamically set values on records based on predefined logic.

By targeting the Product Option field, which maps to the Configuration Attribute, Process Builder ensures that the value is set upon record creation.

ï‚· Steps to Implement:

Create a new Process Builder.

Trigger on the creation of the Quote Line record (or related record based on Configuration Attribute setup).

Define criteria to determine the dynamic value.

Use the Update Records action to populate the Product Option field with the default value.

ï‚· Advantages of Process Builder:

Allows for dynamic and conditional logic.

Automates the default value population without user intervention.

ï‚· Testing and Validation:

Create a test bundle with the Configuration Attribute.

Load the configurator and verify that the attribute is pre-populated.

ï‚· Unsegmented Product Setup:

By setting the Default Pricing Table to Standard, the product appears unsegmented when first added to a quote.

This allows users to manually segment the product later if necessary.

ï‚· Default Pricing Table Configuration:

The Standard table ensures that pricing is applied uniformly across the quote without segmentation.

ï‚· Salesforce CPQ Reference:

This behavior is defined in the Price Dimension Configuration Guidelines in CPQ documentation .

ï‚· Scenario Overview:

A Configuration Attribute displays a picklist with more values than the corresponding field on the Quote Line, which is restricted to a predefined set.

ï‚· Behavior:

When a user selects a value that is not in the Quote Line field’s restricted picklist, Salesforce CPQ prevents saving and displays an error.

ï‚· Validation:

The Quote Line enforces the picklist restriction, ensuring data integrity across the configuration and Quote Line Editor.

ï‚· Requirement:

Group products in collapsible sections based on Product Family in the Add Products page.

ï‚· Solution:

Set the Product Results Group Field Name in Additional Settings to Product Family. This groups products by their Product Family in the Add Products page.

ï‚· Why Other Options Are Incorrect:

A: Solution Groups apply to Quote Lines, not the Add Products page.

B: Adding fields to the Search Results Field Set does not enable grouping functionality.

C: The Product Search Plugin is unrelated to grouping.

ï‚· Salesforce CPQ Reference:

Configuring product grouping is detailed in CPQ Product Search and Results Configuration ​.

ï‚· Issue Context:

A Contract could not be created from an Order for a new customer.

ï‚· Troubleshooting Steps:

A. Confirm Order Product Activation:

Contracts can only be generated for activated Order Products.

C. Check Apex Jobs:

Errors in the contracting process are logged in Apex Jobs. Review these logs for potential issues.

E. Ensure Subscription-Based Order Product:

Contracts require at least one subscription-based Product on the Order.

ï‚· Validation:

Verify that all conditions are met and retest the Contract creation process.