Salesforce Updated Sales-Admn-202 Exam Questions and Answers by zelda

Understanding the Requirement:

Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.

The requirement includes avoiding warning messages when searching for Campaign records.

Salesforce CPQ Lookup Field Behavior:

When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).

To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results.

Steps to Implement the Solution:

Step 1: Navigate to the Campaign object in Salesforce Setup.

Step 2: Go to the "Field Sets" related list and click "New."

Step 3: Name the field set CPQ_Lookup (case-sensitive).

Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).

Step 5: Save the field set.

Integration with the Quote Line Editor:

The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.

This ensures the lookup field operates without errors or warnings in the Quote Line Editor.

Key Considerations:

Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.

Test the lookup functionality in the Quote Line Editor to confirm smooth operation.

Validation:

Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results without warnings.

 Requirement Overview:

Universal Containers needs to send Approval Requests to both the Deal Desk and Finance teams simultaneously.

 Solution:

Use Advanced Approvals to configure multiple Approval Steps within a single Approval Chain.

Set the steps to run in parallel to minimize the time required for approval.

 Steps to Configure:

Navigate to Advanced Approvals in Salesforce CPQ.

Create an Approval Chain with two steps: one for the Deal Desk and one for the Finance team.

Configure both steps to run in parallel by assigning them the same step number.

When a user performs a contract renewal and finds that the Price Book on the Renewal Opportunity or Quote is incorrect, the issue often arises due to the absence of a Price Book reference on the original Contract. To address this, the Renewal Pricebook ID field on the Contract must be populated. This field ensures the correct Price Book is carried over during the renewal process.

Step 1: Understand the Renewal Pricebook ID Field

Field Location: The SBQQ__RenewalPricebookId__c field is on the Contract object.

Purpose: It specifies which Price Book Salesforce CPQ should use for renewal quotes and opportunities created from the contract.

Without this field populated, Salesforce CPQ defaults to another Price Book, which can lead to inaccuracieste the Renewal Pricebook ID**

Access the Contract Record:

Navigate to the relevant Contract record in Salesforce.

Edit the Contract:

Populate the Renewal Pricebook ID field with the 18-digit Salesforce ID of the desired Price Book.

This ID corresponds to the Price Book you want Salesforce CPQ to apply during renewals.

Save the Changes:

Ensure the field is correctly updated and the changes are saved .

Step 3: **

Attempt the renewal process again by clicking Renew on the Contract.

Confirm that the Renewal Opportunity and associated Quote now reference the correct Price Book.

Step 4: Consider Automation for Future Accuracy

Automate Field Population:Use Process Builder or a Flow to automatically populate the Renewal Pricebook ID field based on the contract's associated Account or Opportunity. This reduces manual errors and ensures consistency.

Data Validation:Enforce validation rules to prevent contracts from being saved without a valid Renewal Pricebook ID .

By ensuring the Renewal Pricebook ID is coesolve the issue of incorrect Price Books during renewals and prevent similar occurrences in the future.

 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.