Salesforce CPQ-Specialist Based on Real Exam Environment

 Requirement Overview:

Identify any Quotes where a discount has been applied to options within a bundle.

 Solution Details:

B. Summary Variable:

Use a Summary Variable to check if any Quote Line within the bundle has a Discount > 0.

Configure the Max aggregation function to evaluate discounts.

C. Price Condition:

Add a condition to check if the Discount field (SBQQ__Discount__c) on a Quote Line is greater than 0.

 Steps to Configure:

Summary Variable:

Navigate to Summary Variables and create one with:

Target Object: Quote Line.

Aggregate Function: Max.

Aggregate Field: SBQQ__Discount__c.

Price Condition:

Add a condition to the Price Rule:

Object: Quote Line.

Field: SBQQ__Discount__c.

Operator: Greater Than.

Filter Value: 0.

 Validation:

Add bundle options with discounts to a Quote and verify that the rule identifies the discounted options.

 Requirement Overview:

Prevent non-admin users from editing a specific Quote Term.

 Key Configuration:

The Locked checkbox on a Quote Term record ensures that the term is non-editable for all users except admins.

 Steps to Implement:

Navigate to the Quote Term record.

Check the Locked checkbox.

Save and test by logging in as a non-admin user to confirm editing is disabled.

 Requirement:

Organize quoted products by project milestones and generate a separate Order for each Quote Line Group.

 Solution:

Use Salesforce automation to set the Order by Quote Line Group field on the Quote. This ensures the system generates separate Orders based on the grouping in the Quote Line Editor.

 Why Other Options Are Incorrect:

B: Relying on notes is manual and error-prone, lacking automation for generating separate Orders.

C: Validation Rules prevent specific actions but do not help organize Orders by Quote Line Group.

D: Custom picklist fields are unnecessary when Order by Quote Line Group exists as a standard feature.

 Salesforce CPQ Reference:

The Order by Quote Line Group feature is outlined in Order Management Configuration ​.

In Salesforce CPQ, the Option Layout field on the Product record determines how bundle options are presented in the configurator. To allow users to view all available and selected options by scrolling on a single page, the "Sections" layout is ideal. This layout organizes options into collapsible sections based on Product Features, keeping everything visible on onepage without requiring navigation steps like a wizard. Option A (Wizard) presents options step-by-step across multiple pages, which doesn’t meet the single-page requirement. Option B (assigning all options to one feature) limits organization and doesn’t address the layout requirement. Option C (Dynamic selection method) controls runtime behavior of options but doesn’t influence the single-page scrolling display. Salesforce CPQ documentation confirms that the "Sections" layout supports a scrollable, single-page view.