Salesforce Updated CPQ-Specialist Exam Questions and Answers by ren

 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.

 Scenario:

A subscription product does not appear in the Product Selection screen during search.

 Possible Causes:

A: The Active checkbox must be TRUE for the product to appear.

D: The product requires a Pricebook Entry in the corresponding Quote’s Pricebook.

E: If the Component checkbox is TRUE, the product is treated as a bundle component, not standalone, and will not appear in search results.

 Why Other Options Are Incorrect:

B: Cost records are unrelated to product visibility.

C: The Optional checkbox determines bundling behavior, not search visibility.

 Salesforce CPQ Reference:

Product visibility settings are detailed in CPQ Product Selection Configuration ​.

 Requirement Overview:

When Product A is selected, Product B should be automatically selected within the bundle.

The admin created a Product Rule, but it fails to trigger immediately.

 Key Mechanism:

The Apply Immediately checkbox ensures that the Product Rule executes as soon as the parent Product (Product A) is selected. Without this, the rule may not fire until additional actions (e.g., clicking Calculate) occur.

 Steps to Resolve:

Navigate to the Product Option record for Product A.

Set the Apply Immediately field to True.

Save and test the configuration by adding the bundle to a Quote.

 Justification:

"Apply Immediately" is required for Product Rules to trigger instant actions, ensuring dependencies like auto-selection are respected without delay​​.

 Requirement:

Notify users in the Quote Line Editor when approval is required to discourage excessive discounting.

 Solution:

Use a Product Rule with Alert Action to display a notification or message in the Quote Line Editor when a user exceeds predefined discount thresholds.

 Why Other Options Are Incorrect:

A: Validation Rules prevent actions but do not notify users.

B: Filter Rules are used for restricting product selection, not notifications.

D: Selection Rules govern product compatibility and are irrelevant here.

 Salesforce CPQ Reference:

Alert actions in Product Rules are outlined in CPQ Product Rule Configuration