Salesforce CPQ-Specialist Exam With Confidence Using Practice Dumps

 Issue:

Contract creation fails when the Contracted checkbox is checked on an Opportunity.

 Possible Causes:

A: If the Subscription Conversion Behavior is set to None, the product is not converted into a Subscription, preventing the Contract from being created.

B: The Opportunity requires a Primary Quote to generate a Contract, as the Contract details are derived from the Quote.

 Why Other Options Are Incorrect:

C: If the Subscription Pricing field is blank, the product is treated as non-subscription but does not prevent Contract creation.

D: Products with Subscription Pricing = One-time are not converted to Subscriptions, but they do not block Contract creation.

 Salesforce CPQ Reference:

Contract creation requirements and behaviors are documented under CPQ Subscription Management Guidelines ​.

 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.

Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to "Net 30". Here's how to achieve this:

Step 1: Create a Monthly Price Line Column

Navigate to Quote Templates in Salesforce CPQ.

Select the relevant Quote Template.

In the Line Columns related list:

Create a new Line Column for "Monthly Price."

Configure the desired settings for how the Monthly Price should display in the PDF.

Step 2: Create a Custom Formula Field

Navigate to Setup > Object Manager > Quote.

Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:

Type: Formula (Checkbox).

Formula Logic: IF(Payment_Terms__c = "Net 30", TRUE, FALSE).

Replace Payment_Terms__c with the API name of the Payment Terms field.

This formula ensures the field returns TRUE only when Payment Terms equals "Net 30."

Step 3: Configure Conditional Print Field on the Line Column

Return to the Quote Template and edit the Monthly Price Line Column.

Set the Conditional Print Field to Show_Monthly_Price.

This links the visibility of the Monthly Price column to the custom formula field you created​​.

Step 4: Validate in Quote Document

Generate a Quote Document for a Quote where Payment Terms are set to "Net 30."

The Monthly Price column should appear in the PDF.

Change the Payment Terms to a value other than "Net 30" and regenerate the document.

The Monthly Price column should not appear.

Step 5: Optional Enhancements

Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.

Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.

By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column​​.