Salesforce Sales-Admn-202 - Salesforce Certified CPQ Administrator

ï‚· Requirement Overview:

Universal Containers wants the Shipping Plus product to appear at the top of the Product Selection list.

ï‚· Key Configuration:

The Sort Order field determines the sequence of Products in Product Selection.

Products with lower numerical Sort Order values appear at the top.

ï‚· Steps to Configure:

Navigate to the Product Record for Shipping Plus.

Set the Sort Order field to the lowest available value (e.g., 1).

Save and test the configuration in the Product Selection screen.

ï‚· Validation:

Ensure that Shipping Plus appears at the top of the Product Selection list.

ï‚· Requirement:

Ensure the Warranty Period from the Product is correctly transferred to the Asset record.

ï‚· Solution:

Create a twin field on the Quote Line because:

The Quote Line stores product-specific information during quoting.

When the Quote is contracted, the twin field ensures the value is passed to the Order Product and then to the Asset record.

ï‚· Why Other Options Are Incorrect:

A: The Product Option is used within bundles and does not directly transfer to the Asset.

B: The Order Product receives data from the Quote Line, so the twin field must originate there.

C: The Opportunity Product is not involved in the CPQ twin field data flow.

ï‚· Salesforce CPQ Reference:

Twin fields and their data flow from Quote Line to Asset are detailed in CPQ Field Mapping Documentation ​.

ï‚· Requirement Overview:

Adjust the List Price dynamically based on the geographic area using a custom Price Multiplier stored in a custom object.

ï‚· Solution Details:

Custom List Unit Price Field: Store the adjusted List Price for the specific geographic area.

Lookup Price Rule: Retrieve the multiplier from the custom object and calculate the adjusted List Price.

ï‚· Steps to Configure:

Create a Custom Field (e.g., Custom List Unit Price) on the Quote Line.

Create a Lookup Price Rule to:

Retrieve the Price Multiplier from the custom object.

Calculate and populate the custom List Unit Price field.

ï‚· Validation:

Generate a Quote and confirm the List Price reflects the appropriate multiplier for the geographic area.

ï‚· Requirement Overview:

Universal Containers needs to send Approval Requests to both the Deal Desk and Finance teams simultaneously.

ï‚· Solution:

Use Advanced Approvals to configure multiple Approval Steps within a single Approval Chain.

Set the steps to run in parallel to minimize the time required for approval.

ï‚· Steps to Configure:

Navigate to Advanced Approvals in Salesforce CPQ.

Create an Approval Chain with two steps: one for the Deal Desk and one for the Finance team.

Configure both steps to run in parallel by assigning them the same step number.

ï‚· Requirement:

Apply a 10% discount to Product A on the Quote Line if the customer has previously purchased Product A (stored as an Asset).

ï‚· Solution:

Summary Variable:

Sum the Quantity field on Asset records for Product A.

Price Condition:

Verify that the Summary Variable is greater than 0 to confirm the customer has purchased Product A.

ï‚· Why Other Options are Incorrect:

B: Quote Lines do not track prior purchases; Assets do.

C, D: These do not align with the requirement to verify prior purchases via Assets.

ï‚· Salesforce CPQ Reference:

Summary Variables and their use in Price Rules are documented under CPQ Discounting Guidelines ​.

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.

ï‚· Scenario Overview:

The Additional Discount field cannot be edited during amendments by design in Salesforce CPQ.

ï‚· Explanation:

Salesforce CPQ locks certain fields on amendment Quotes to preserve the original pricing structure and prevent inconsistencies.

ï‚· Validation:

This behavior is standard and cannot be overridden without customizations.

https://help.salesforce.com/s/articleView?id=000382118 &type=1

ï‚· Issue Context:

Users encounter a warning when searching Campaign records in the Quote Line Editor.

ï‚· Root Cause:

For Lookup fields to work correctly in Salesforce CPQ's Quote Line Editor, a Twin Field must exist on the target object (Campaign) with the same API name as the Quote Line lookup field.

ï‚· Solution Steps:

Create a custom field on the Campaign Object with the same API name as the lookup field on the Quote Line Object.

Ensure the field types match (e.g., both are Lookup fields or Text fields).

ï‚· Validation:

Test the functionality by searching for Campaign records in the Quote Line Editor. The warning message should no longer appear.

ï‚· Salesforce CPQ Documentation Reference:

This is a common configuration for CPQ Lookup fields in the Quote Line Editor​​.

ï‚· Requirement Overview:

Universal Containers sells a Product exclusively as part of a bundle and does not want it to appear in the Product Selection screen.

ï‚· Solution:

The Component checkbox ensures the Product is only available as part of a bundle and is hidden from the general Product Selection screen.

ï‚· Steps to Configure:

Navigate to the Product Record for the item.

Select the Component checkbox.

Save the changes.

ï‚· Validation:

Confirm that the Product is not visible on the Product Selection screen but is available within its assigned bundles.