Salesforce Sales-Admn-202 - Salesforce Certified CPQ Administrator

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‚· Requirement Overview:

Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.

ï‚· Solution Details:

Salesforce CPQ allows grouping of Line Items in Quote Templates.

Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.

ï‚· Configuration Steps:

Navigate to the Quote Template.

Create a new Line Items Section.

In the Grouping field, set SBQQ__ProductFamily__c.

Save and test the template by generating a Quote Document.

ï‚· Validation:

Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.

ï‚· Requirement:

Track individual serial numbers for each unit of Product A sold.

ï‚· Solution Details:

Asset Conversion Field determines how assets are created from Quote Lines.

Setting Asset Conversion to One Per Unit creates one Asset record for each unit sold, allowing tracking of individual serial numbers.

ï‚· Implementation:

Navigate to the Product Record for Product A.

Set Asset Conversion to One Per Unit.

ï‚· Justification:

This setup aligns with Salesforce CPQ's approach for granular tracking of Assets associated with product sales​​.

ï‚· Requirement Overview:

Admin needs to enable Additional Discounts at both the Quote and Group levels in the Line Editor.

ï‚· Solution Steps:

For the Quote Object:

Navigate to Setup > Object Manager > Quote.

Locate the Line Editor Field Set.

Add the Additional Disc. (%) field to the field set.

For the Quote Line Group Object:

Navigate to Setup > Object Manager > Quote Line Group.

Locate the Line Editor Field Set.

Add the Additional Disc. (%) field to the field set.

ï‚· Testing:

Open the Quote Line Editor and confirm the visibility of the Additional Discount fields at both levels.

ï‚· Requirement:

Certain products should only be available as part of a bundle, not sold separately.

ï‚· Solution:

Setting the Component checkbox to TRUE on the Product ensures it is only available as a component within a bundle.

ï‚· Why Other Options are Incorrect:

A: Removing Price Book Entries restricts pricing but does not limit availability.

B: Configuration Event field is unrelated to this functionality.

D: Product Rules are not required for this basic configuration.

ï‚· Salesforce CPQ Reference:

The Component checkbox functionality is documented under Product Configuration in CPQ ​.

ï‚· Issue:

Quote Lines on Quote A are grouped incorrectly in the output document.

ï‚· Possible Causes:

C: Quote Line Groups: Existing Quote Line Groups on the Quote override the Group Field setting in the template.

D: Group Field in Template Section: The Group Field value in the Line Items template section may cause unexpected grouping.

ï‚· Why Other Options Are Incorrect:

A: The Modified By field has no impact on template grouping.

B: Configuration Attributes like location affect product selection, not grouping in Quote templates.

ï‚· Salesforce CPQ Reference:

Grouping behavior is explained in the Quote Templates and Line Item Configuration documentation ​.

ï‚· Potential Causes:

Component Checkbox: Products marked as Components are typically excluded from being directly selectable in the Product Selection screen unless part of a bundle .

Search Filter: Custom Search Filters on the Add Products button limit the display of products based on criteria such as product attributes or field values.

ï‚· Excluded Reasons:

Hidden Checkbox: This is generally used to hide products from the Quote Line Editor, not the Product Selection screen.

Custom Action Condition: While these can limit the Add Products button's visibility, they do not directly affect individual product visibility.

ï‚· Salesforce CPQ Reference Points:

Documentation on Product Selection Behavior and Search Filters confirms these behaviors ​.

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 .