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 Requirement Overview:

A product needs to support both renewable subscriptions (annual) and evergreen subscriptions (monthly, lasting perpetually).

 Solution:

C. Renewable/Evergreen: Set the Subscription Type field to Renewable/Evergreen to support both behaviors.

D. Default Subscription Term: Allow sales reps to define whether the subscription is sold monthly or annually by exposing the Default Subscription Term field in the Quote Line Editor.

 Steps to Configure:

Navigate to the Product Record.

Set the Subscription Type to Renewable/Evergreen.

Add the Default Subscription Term field to the Quote Line Editor Field Set.

 Validation:

Confirm that sales reps can toggle between selling the product monthly or annually.

 Requirement:

Allow customers to return asset Products and receive credit.

 Solution:

Setting the Asset Amendment Behavior to Allow Refund enables the product to be reduced in quantity on an Amendment Quote.

Reducing the Quantity on the Amendment Quote triggers a refund process in CPQ.

 Why Other Options Are Incorrect:

A: Negative quantities are not a supported standard in Amendment Quotes.

C & D: Asset records should not be manually edited as changes must flow through Quotes and Orders.

 Salesforce CPQ Reference:

Refund handling and Asset Amendment Behavior are described in Amendment and Renewal Processes ​.

 Requirement:

Group products in collapsible sections based on Product Family in the Add Products page.

 Solution:

Set the Product Results Group Field Name in Additional Settings to Product Family. This groups products by their Product Family in the Add Products page.

 Why Other Options Are Incorrect:

A: Solution Groups apply to Quote Lines, not the Add Products page.

B: Adding fields to the Search Results Field Set does not enable grouping functionality.

C: The Product Search Plugin is unrelated to grouping.

 Salesforce CPQ Reference:

Configuring product grouping is detailed in CPQ Product Search and Results Configuration ​.

Requirement:

Localize Quote Terms into three selectable languages for the quote PDF output.

Solution Steps:

Step A: Create a picklist field (e.g., Output Language) on the Quote object with language codes (e.g., EN, FR, DE) as values.

Step B: Create Localization records for each Quote Term in all three languages, ensuring the Quote PDF reflects the selected language.

Why Other Options Are Incorrect:

C: "Allow Output in Different Languages" is not an actual managed package setting.

D: Setting the Language field alone does not dynamically manage multiple languages for PDF generation.

Salesforce CPQ Reference:

Localization of Quote Terms is covered in CPQ Multi-Language Configuration Guidelines ​.

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 one page 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.References: Salesforce CPQ Documentation - "Product Bundle Configuration" and "Option Layout Options".

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.

 Requirement Overview:

Prevent non-admin users from editing a specific Quote Term.

 Key Configuration:

The Locked checkbox on a Quote Term record ensures that the term is non-editable for all users except admins.

 Steps to Implement:

Navigate to the Quote Term record.

Check the Locked checkbox.

Save and test by logging in as a non-admin user to confirm editing is disabled.

 Requirement Overview:

Enable Renewal Uplift for the Account to adjust pricing for renewals.

 Steps to Configure:

Renewal Pricing Method:

Navigate to the Account record.

Set the Renewal Pricing Method field to Uplift.

Renewal Uplift (%):

On the related Contract record, populate the Renewal Uplift (%) field with the desired percentage increase.

 Validation:

Test the renewal process by generating a Renewal Quote and ensuring the Uplift applies to subscription pricing.

 Scenario:

Automatically select the Diamond Warranty Option in the child bundle if Premium Container is selected in the parent bundle and no warranty is selected.

 Solution:

Child Bundle Condition Level = 1: Ensures the condition applies at the child bundle level.

Child Bundle Action Level = None: Prevents overwriting user-selected options but enables automatic defaulting when none are selected.

 Why Other Options Are Incorrect:

B & C: Setting inappropriate levels may lead to overwriting user selections or incorrect rule execution.

D: Setting both levels to None results in no action or condition enforcement.

 Salesforce CPQ Reference:

Configuration rules and child bundle handling are outlined in CPQ Bundle Configuration Guidelines ​

 Requirement Overview:

Identify any Quotes where a discount has been applied to options within a bundle.

 Solution Details:

B. Summary Variable:

Use a Summary Variable to check if any Quote Line within the bundle has a Discount > 0.

Configure the Max aggregation function to evaluate discounts.

C. Price Condition:

Add a condition to check if the Discount field (SBQQ__Discount__c) on a Quote Line is greater than 0.

 Steps to Configure:

Summary Variable:

Navigate to Summary Variables and create one with:

Target Object: Quote Line.

Aggregate Function: Max.

Aggregate Field: SBQQ__Discount__c.

Price Condition:

Add a condition to the Price Rule:

Object: Quote Line.

Field: SBQQ__Discount__c.

Operator: Greater Than.

Filter Value: 0.

 Validation:

Add bundle options with discounts to a Quote and verify that the rule identifies the discounted options.