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

 Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.

 Key Features:

Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.

All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.

 Configuration Steps:

Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.

Specify the behavior for the group in the Approval Step Settings.

 Use Cases:

Use "Any group member may approve" for time-sensitive scenarios.

Use "All group members must approve" for critical approvals that require consensus.

 Requirement:

Ensure that the cubic volume selected at the bundle level applies to all Product Options.

 Solution:

Option C: Setting the Configuration Attribute's Apply to Product Options to True ensures the selected value cascades to all Product Options within the bundle.

Option D: Creating a bundle-level Configuration Attribute allows sales reps to select a single cubic volume value that governs all Product Options in the bundle.

 Why Other Options Are Incorrect:

A: Lookup Price Rules reference external objects but are not relevant to syncing a volume value across Product Options.

B: Feature-level Configuration Attributes are scoped to specific features, not the entire bundle.

 Salesforce CPQ Reference:

The functionality of Configuration Attributes and their application to Product Options is documented in Bundle Configuration Guidelines ​.

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To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:

Step 1: Create a Filter Product Rule

Filter Product Rules help define dynamic filtering of products displayed during the quoting process.

Navigate to Product Rules

Go to Salesforce Setup → Product Rules and click New.

Set the Type to Filter and define a clear Name such as "Eco-Friendly Product Filter."

Configure the Filter Logic

Define the conditions to identify eco-friendly and bundle products.

Use the Conditions related list to target the relevant product fields (e.g., a custom checkbox for eco-friendly products and a type field for bundles).

Example condition:

Field = Eco-Friendly Checkbox

Operator = Equals

Value = True

Step 2: Set up the Product Action

Product Actions define what the rule does when triggered.

Add a Product Action

In the Product Rule, go to the Product Actions related list and click New.

Set the Type to Optional Filter. This allows the system to apply the filter by default but enables users to remove the filter and see all bundles.

Link to Add Products Button

Make sure this action links to the Add Products custom action.

Step 3: Ensure Opportunity Integration

The Opportunity flagged as eco-friendly must drive this behavior.

Custom Field Dependency

Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.

Dynamic Behavior

When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.

Step 4: Test and Validate

Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:

Eco-Friendly flag → Default to eco-friendly products and bundles.

No flag → All products, including non-eco-friendly bundles, are shown.

Additional Considerations:

Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further​​.

User TrainingTrain sales reps on how to toggle the filter manually if needed.

This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team​.