Salesforce CPQ-Specialist Exam With Confidence Using Practice Dumps

 Requirement:

Render separate Line Item sections for each Product Family and bundle on the output document.

 Solution Steps:

Option B: Create a Line Item section for each Product Family and use the Filter field to display only the relevant products for each section.

Option C: Use a formula field on the Quote Line object to identify the bundle's Name and Number, then set this field in the Group field to group lines within each section.

 Why Other Options Are Incorrect:

A: The Conditional Print field is not used for rendering specific Product Families in Line Item sections.

D: Sort Order on Product records does not meet the grouping and filtering requirements for the output document.

 Salesforce CPQ Reference:

Document generation and Line Item grouping are detailed in Quote Templates Configuration ​.

 Requirement:

Notify users in the Quote Line Editor when approval is required to discourage excessive discounting.

 Solution:

Use a Product Rule with Alert Action to display a notification or message in the Quote Line Editor when a user exceeds predefined discount thresholds.

 Why Other Options Are Incorrect:

A: Validation Rules prevent actions but do not notify users.

B: Filter Rules are used for restricting product selection, not notifications.

D: Selection Rules govern product compatibility and are irrelevant here.

 Salesforce CPQ Reference:

Alert actions in Product Rules are outlined in CPQ Product Rule Configuration

In Salesforce CPQ, when search filters are configured with predefined values and visible to sales reps, their interaction with the filter is determined by the filter’s configuration and available operators. The behavior described here is tied to Search Filters in the Product Selection screen, which allow users to refine the list of displayed products based on specific criteria.

Search Filter Configuration:

Predefined Filter Value: Here, the filter is set with a value ("Green").

Operator: The operator “starts with” limits the search to product codes beginning with the text "Green."

Sales Rep Interaction with the Filter:

The visibility of the search filter enables sales reps to view and interact with the criteria during product selection.

Specifically, sales reps have the ability to delete the predefined text to ignore the filter and retrieve a broader or unrestricted product list.

Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in the Salesforce CPQ package settings and user behaviors), if filters are not marked as "required," users can remove or modify the filter values dynamically. This is designed to offer flexibility during quoting while maintaining filter defaults for ease of use.

The interaction described above aligns with Salesforce CPQ's behavior regarding visible search filters, emphasizing that sales reps can clear the filter text unless restricted by additional customization.

Use Case Reference:

When a sales rep begins a quote and searches for products, the filter defaults to "Green."

If the rep does not want to limit the product search to codes starting with "Green," they can simply remove the text and refresh the results.

Relevant Salesforce CPQ References:

Search Filters in the Quote Line Editor section of CPQ documentation .

Guidelines for Search Filter Configuration and behaviors when visible filters are not required .