Salesforce Updated CPQ-Specialist Exam Questions and Answers by amari

 Issue:

Quote Lines on Quote A are grouped incorrectly in the output document.

 Possible Causes:

C: Quote Line Groups: Existing Quote Line Groups on the Quote override the Group Field setting in the template.

D: Group Field in Template Section: The Group Field value in the Line Items template section may cause unexpected grouping.

 Why Other Options Are Incorrect:

A: The Modified By field has no impact on template grouping.

B: Configuration Attributes like location affect product selection, not grouping in Quote templates.

 Salesforce CPQ Reference:

Grouping behavior is explained in the Quote Templates and Line Item Configuration documentation ​.

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:

Ensure a product priced as a Percent of Total has a minimum price of $100.

 Solution Steps:

Option A: Create a Price Book Entry of $100 to set the minimum price for the product.

Option D: Create a $0 Price Book Entry to handle scenarios where Percent of Total calculation would otherwise drop below $100.

 Why Other Options Are Incorrect:

B: The custom Percent_of_Total_Target_c field is not used for minimum pricing enforcement.

C: The Percent of Total Constraint field alone does not enforce minimum pricing.

 Salesforce CPQ Reference:

Percent of Total pricing and minimum price settings are described in CPQ Pricing Configuration ​.

 Requirement:

Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the agreed end date.

 Solution:

SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.

SubscriptionTerm = Number of Months: Allows the quote to define the length of the support agreement.

 Why Other Options Are Incorrect:

A and C: These configurations do not align with the requirement to sell support in defined monthly increments.

D: Marking the product as Renewable contradicts the requirement that the product is non-renewable.

 Salesforce CPQ Reference:

SubscriptionType and SubscriptionTerm fields are detailed in the Subscription Products configuration guide ​.