Salesforce CPQ Specialist CPQ-Specialist New Questions

Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References

Understanding the Issue:

The error message, “Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update,” occurs because the default behavior prevents a decrease in asset quantities unless explicitly allowed.

Asset Conversion for Product A is set to "One per Unit," requiring each unit to be treated as a separate asset.

Key Salesforce CPQ Setting:

Asset Amendment Behavior:

This field on the Product determines how CPQ handles amendments for asset-based products.

Setting it to "Allow Refund" enables sales reps to reduce the quantity of assets during amendment quotes without generating errors​​.

Configuration Steps:

Navigate to the Product Record for Product A in Salesforce CPQ.

Locate the Asset Amendment Behavior field.

Change its value to Allow Refund.

Save the changes.

Impact of the Change:

Sales reps can now amend the quantity of Product A on amendment quotes.

The system will process the reduction in quantity without triggering an error, as the refund behavior is explicitly enabled.

Verification:

Create an amendment quote for a contract involving Product A.

Adjust the quantity of Product A and confirm that the amendment processes successfully without errors.

 Requirement Overview:

A Percent of Total option in a multi-level bundle must calculate its value based on other options in the same level.

 Key Configuration:

The Percent of Total Scope field determines the scope of the calculation.

Setting it to Components limits the calculation to options within the same bundle level.

 Steps to Configure:

Navigate to the Product Option record for the Percent of Total option.

Set Percent of Total Scope to Components.

 Validation:

Add the bundle to a Quote and verify that the Percent of Total calculation includes only the options at the same level.

 Requirement Overview:

Universal Containers wants to hide lid Products from the Product Selection screen since they are only sold as part of a container Product.

 Solution:

By selecting the Hidden checkbox on the lid Product record, the Product is removed from the Product Selection page while remaining available within bundles.

 Steps to Configure:

Navigate to the Product Record for each lid Product.

Select the Hidden checkbox.

Save the changes.

 Validation:

Verify that the lid Products no longer appear on the Product Selection screen but remain accessible as part of their parent container bundles.

Tiered pricing in Salesforce CPQ applies a cumulative price where each tier has a marginal rate (e.g., $9 per unit above 100). This matches the scenario: $1,000 for 0-100 units, then $9/unit for 101-500, $8/unit for 501-1,000, and $7/unit above 1,000, building on the prior tier’s total (e.g., $4,600 at 500). Option B (Tiered) supports this incremental pricing model. Option A (Block) uses fixed prices per range, not cumulative rates. Option C (Segmented) isn’t a standard CPQ pricing method. Option D (List) applies a flat unit price, ignoring tiers. Salesforce CPQ documentation defines Tiered pricing for this use case.