Salesforce Industries-CPQ-Developer - Salesforce Certified Industries CPQ Developer (SP25)

Vlocity picklists can be assigned to attributes at the levels of Attributes, Object Types, and Products. This level of assignment flexibility ensures that picklists can be used effectively across various dimensions of the product configuration and sales processes, facilitating better data management and consistency across the platform.

Attributes, Object Types, and Products: This broad applicability allows for comprehensive and cohesive data management strategies, aligning picklist values across multiple levels of product and service definitions.

A. Products can be set as non-assetizable: In Salesforce Industries CPQ, products can be configured as non-assetizable. This means they do not become customer assets upon purchase. This setting is used for products that do not require post-sale services or tracking as assets, such as disposable items or those that do not require installation or maintenance.

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.

To create a time policy in Salesforce Industries CPQ, you must first establish a time plan. A time plan sets the foundational parameters such as duration and terms which a time policy can then refine with additional rules or conditions. Time plans define the overall structure of how products or services are billed over time, while time policies can provide specific billing rules or adjustments that apply within that framework.

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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.

In Vlocity Cart, product images appear in the Product Details modal window. This placement ensures that users have a clear and focused view of the product visuals when they seek more detailed information about a product, without cluttering the main interface.

Product Details modal window: This design choice enhances user engagement by providing a detailed look at the product when needed while maintaining an uncluttered primary interface, which improves overall usability and user experience during the shopping and configuration processes.

B. False: In the context of product relationships within Salesforce Industries CPQ, the Related Product field is used to specify products that have a direct relationship with the main product, typically for purposes such as bundling or compatibility. Modifying attributes based on non-product-related factors would not typically be managed through this field but rather through different aspects of rule configuration or customization settings.

B. The price category

D. The charge (amount): Parts of a pricing element in Salesforce Industries CPQ include the 'price category', which classifies the type of pricing or charge being applied (like base price, discount, surcharge), and the 'charge' itself, which is the specific amount of money associated with the pricing action. These components are critical for defining and applying pricing logic in the system.

Promotions in Salesforce Industries CPQ are typically used to apply special pricing rules or sales conditions that enhance the sales strategy. Appropriate use cases for promotions include: B. The product's price should change based on the customer type: Promotions can be used to apply different pricing structures based on the category or type of customer, making them ideal for targeting specific customer segments with tailored pricing. C. The product should only be available to B2C customers: This allows for promotions that are exclusively available to business-to-consumer interactions, targeting specific market segments directly. E. Special pricing should only be available for a limited time: Time-limited promotions are common and can be used to drive sales within a specified period, such as during a sale event or seasonal promotion.

These use cases leverage the flexibility of promotions to target specific customer bases, adjust pricing dynamically, and drive sales strategies based on temporal factors.

Building a Guided Selling cart in Salesforce Industries CPQ typically involves several key actions:

A. CreateCart method: This is crucial for initializing the cart where all selected items will be stored.

B. Associating the cart with a valid price list or price book: Ensures that all products added to the cart are priced according to the correct pricing structure.

D. Associating the cart with a valid account: This linkage is necessary for the cart to consider specific customer data and potential custom pricing or discounts.

E. Associating the cart with valid user profiles: Important for applying permissions and visibility rules based on the user’s role or profile.

These components are fundamental for the cart functionality in a guided selling context, supporting a tailored and accurate sales experience.