Salesforce Updated CPQ-Specialist Exam Questions and Answers by faye

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

To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:

Enable the Allow Multiple Orders Setting

Navigate to Setup > Installed Packages and locate Salesforce CPQ.

Click Configure, then go to the Orders tab in the CPQ package settings.

Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.

This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family​​.

Set the Order By Field to Product Family

From the object management settings for Quotes, edit the Order By field.

Add "Product Family" as a picklist value if it is not already available.

On the Quote, select Product Family in the Order By field.

Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family​​.

Process for Creating Orders

On the quote, select the Ordered checkbox.

Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value​.

Notes and Considerations

If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.

This functionality is available in Salesforce CPQ editions starting from Summer ’16​​.

By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.

 Requirement Overview:

Admin needs to generate one Asset record for each unit of the Product upon contracting.

 Solution Details:

The Asset Conversion field determines how Salesforce CPQ creates Asset records from Quote Lines.

Setting Asset Conversion to One per Unit ensures that for each quantity of the Product, a corresponding Asset is created.

 Steps to Configure:

Navigate to the Product record.

Locate the Asset Conversion picklist and select One per Unit.

Save and test the configuration by creating a Quote, contracting it, and verifying the Asset creation.

 Requirement Overview:

A user must have the ability to approve any approval request, regardless of who the request is assigned to.

 Solution:

Granting the Modify All Data permission provides administrative privileges across all Salesforce objects, including the ability to approve any approval request in Advanced Approvals.

 Steps to Configure:

Navigate to the user’s Profile or Permission Set.

Add the Modify All Data permission.

Save and test the user’s ability to approve any request.

 Validation:

Confirm the user can approve approval requests without assignment restrictions.