Sales-Admn-202 Exam Dumps - Salesforce Certified CPQ Administrator

ï‚· Requirement Overview:

Prevent the user from selecting Product B unless Product A is also selected in the bundle.

ï‚· 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.

ï‚· 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).

ï‚· Validation:

Add the bundle to a Quote and confirm that selecting Product B is only possible when Product A is also selected.

ï‚· Requirement:

The Color of containers (a Configuration Attribute) must be displayed in the output document.

ï‚· Solution:

Create a Color field:

On Product Option: Captures the color selection during configuration.

On Quote Line: Ensures the selected color is carried forward to the quote document.

ï‚· Why Other Options are Incorrect:

B, D: These options do not account for both configuration and quote visibility requirements.

C: The Product object alone cannot store configuration-specific selections like color.

ï‚· Salesforce CPQ Reference:

Configuration Attributes and their linkage to Quote Lines are documented in CPQ guidelines ​.

Understanding the Requirement:

Universal Containers needs Product Option A to be automatically included with Product B during the configuration.

Sales reps should not be able to remove Product Option A.

Salesforce CPQ Mechanism:

The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.

Field Behavior:

When the Required checkbox is selected for a Product Option:

The option is always included in the bundle configuration.

Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.

Configuration Steps:

Navigate to the Product Option A record associated with Product B in Salesforce CPQ.

Select the Required checkbox and save the changes.

Ensure that no conflicting product or price rules exist that could affect this behavior.

Field Alternatives and Clarifications:

Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.

Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.

Selected: Preselects the option during configuration but still allows users to deselect it.

Verification and Testing:

Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.

Attempt to remove Product A to confirm that it is not possible.

ï‚· Field Location and API Name:

The custom text field Additional_Text__c resides on the Quote object.

In Salesforce CPQ, the correct syntax to reference fields in HTML templates is to use the merge field syntax appropriate to the object.

ï‚· Syntax Explanation:

{!quote.Additional_Text__c} directly references the field from the Quote object in a format recognized by the CPQ document generation engine.

Alternative options such as {ISBQQ__Quote__r.Additional_Text__c} reference lookup relationships and do not apply here.

ï‚· Salesforce CPQ Reference:

As per the Quote Template Content documentation, use the merge fields directly associated with the object being utilized in the template ​.

ï‚· Requirement Overview:

Restrict sales reps to only selecting subscription Products when using the Add Subscriptions Custom Action.

ï‚· Solution Details:

The Search Filter for the Add Subscriptions action should include only subscription Products.

Setting the Filter Value to Hidden ensures that only Products matching the filter criteria are displayed.

ï‚· Steps to Configure:

Navigate to the Search Filter related to the Add Subscriptions action.

Set the Filter Value to True.

Mark the Hidden checkbox to restrict visibility to subscription Products.

ï‚· Validation:

Test the Custom Action to confirm that only subscription Products are visible.

ï‚· Requirement Overview:

Show or hide price-related data in the Quote PDF based on the Primary Checkbox field value.

ï‚· Solution Details:

The Conditional Print Field on Template Sections enables dynamic visibility.

Add the Primary Checkbox as a reference in the Conditional Print Field for the section containing price-related columns.

ï‚· Steps to Configure:

Navigate to the Quote Template.

Locate the section containing price-related data.

Set the Conditional Print Field to reference the Primary Checkbox.

ï‚· Validation:

Generate PDFs with the Primary checkbox set to both True and False and confirm the expected visibility of pricing data.