Salesforce CPQ-Specialist Exam With Confidence Using Practice Dumps

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 .

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.

 Issue Context:

Lookup Price Rules rely on the SBQQ__LookupObject__c field to reference the target object (e.g., Rental Rates).

If this API name is inaccurate or incorrectly input, the rule will fail to retrieve the desired value.

 Review Steps:

Go to the Price Rule record.

Check the SBQQ__LookupObject__c field. Confirm the API Name of the Rental Rates object is accurate.

Example: Ensure the API name matches exactly (e.g., Rental_Rates__c).

 Additional Checks:

Verify the Lookup Queries. Ensure the filter conditions correctly target a valid record on the referenced object.

 Salesforce Documentation Reference:This behavior follows Salesforce CPQ's guidelines on Lookup Price Rules configuration​​.