Last Attempt CPQ-Specialist Questions

 Requirement Overview:

Ensure the Renewal Quote is accurate and includes all renewable products from the original Contract.

 Solution:

C. Renewal Quoted Checkbox:

Select the Renewal Quoted checkbox on the Contract to generate Renewal Quotes automatically.

D. Renew Contracts Button:

Use the Renew Contracts button from the Account’s Contract Related List to create Renewal Quotes directly.

 Steps to Configure:

Ensure the Contract is active and associated with the correct Account.

Use either the Renewal Quoted checkbox or the Renew Contracts button to generate Renewal Quotes.

Requirement:

Separate products into different Line Item tables by Product Family when rendering a document.

Solution:

The Group Field functionality within a single Template Section can group Line Items by Product Family dynamically, avoiding the need for multiple Template Sections.

Why Other Options Are Incorrect:

B & D: Creating multiple Template Sections for each Product Family introduces redundancy and is less efficient.

C: LineSortField sorts products but does not create separate tables.

Salesforce CPQ Reference:

Group Field functionality is explained in the Quote Templates and Template Sections guidelines ​.

 Requirement Overview:

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

 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.

 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.

 Validation:

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

 Issue Analysis:

Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.

 Reasons for Failure:

B: Products with an Effective Quantity of zero are excluded from syncing.

C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.

D: Products with a price of zero do not sync by default.

 Why Other Options Are Incorrect:

A: Missing Price Book Entries prevent quoting entirely, not syncing issues.

E: The Exclude from Opportunity checkbox applies to the Product Option, not the syncing process.

 Salesforce CPQ Reference:

CPQ guidelines for syncing Quote Lines to Opportunity Products ​.