Pass CPQ-Specialist Exam Guide

 Requirement Overview:

Product A must always be included in the bundle.

Product B should be included by default but can be removed by the user.

 Key Configurations:

Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user.

Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.

 Steps to Configure:

Navigate to the Product Option record for Product B.

Set Required to FALSE.

Set Selected to TRUE.

Save and test the behavior by adding the bundle to a Quote.

 Validation:

Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.

This setup ensures flexibility for Product B while ensuring Product A remains mandatory​​.

 Issue Context:

A Contract could not be created from an Order for a new customer.

 Troubleshooting Steps:

A. Confirm Order Product Activation:

Contracts can only be generated for activated Order Products.

C. Check Apex Jobs:

Errors in the contracting process are logged in Apex Jobs. Review these logs for potential issues.

E. Ensure Subscription-Based Order Product:

Contracts require at least one subscription-based Product on the Order.

 Validation:

Verify that all conditions are met and retest the Contract creation process.

 Dynamic SKU Generation:

A dynamic SKU is created based on user choices during the configuration process. This requires fields that define patterns and positions for combining components into a single SKU.

 Required Fields:

Component Code Position: Determines the position of each component in the SKU.

Component Code: Represents individual product codes that contribute to the SKU.

Configured Code Pattern: Defines the overall pattern of the dynamically generated SKU.

 Salesforce CPQ Reference:

Dynamic SKU creation is described under Configuration and Product Bundling Guidelines ​.

 Requirement Overview:

A product needs to support both renewable subscriptions (annual) and evergreen subscriptions (monthly, lasting perpetually).

 Solution:

C. Renewable/Evergreen: Set the Subscription Type field to Renewable/Evergreen to support both behaviors.

D. Default Subscription Term: Allow sales reps to define whether the subscription is sold monthly or annually by exposing the Default Subscription Term field in the Quote Line Editor.

 Steps to Configure:

Navigate to the Product Record.

Set the Subscription Type to Renewable/Evergreen.

Add the Default Subscription Term field to the Quote Line Editor Field Set.

 Validation:

Confirm that sales reps can toggle between selling the product monthly or annually.