All CPQ-Specialist Test Inside Salesforce Questions

 Issue:

The validation error message appears immediately after a user sets a specific value in the Configuration Attribute, even before saving.

 Solution:

Setting Apply Immediately to False ensures that changes in Configuration Attributes do not trigger immediate validations. Instead, validations occur only upon clicking Save.

 Why Other Options Are Incorrect:

A: Evaluation Action does not exist as a field for Product Rule Error Conditions.

C: Changing the Apply Immediately field for Product Options does not affect the Configuration Attribute's behavior.

D: Setting Evaluation Event to Save applies to the rule's scope but does not address Configuration Attribute settings.

 Salesforce CPQ Reference:

Configuration Attribute Settings are explained in CPQ Configuration Attribute documentation ​.

To set a dynamic default value for a Configuration Attribute when the configuration page loads, automation must populate the associated Product Option field automatically. Option A uses a Flow to update the Product Option field tied to the Configuration Attribute, triggered upon record creation (e.g., when the Quote Line is initiated), ensuring the value is set dynamically at page load. Option B (Price Rule) requires manual user action ("Apply Rules"), which doesn’t meet the "moment the page loads" requirement. Option C (Quote formula field) isn’t directly supported as a default source for Configuration Attributes without additional customization. Option D (Quote Line field with Price Rule) lacks real-time dynamism and alignment with page load timing. Salesforce CPQ documentation highlights Flows as a robust solution for dynamic defaults.References: Salesforce CPQ Documentation - "Configuration Attributes" and "Using Flows in CPQ".

 Scenario:

A Price Rule utilizes a Lookup Object and Lookup Queries, and multiple records meet the criteria for a single Quote Line.

 Behavior:

When more than one lookup record meets the criteria, Salesforce CPQ does not apply any value to the Target Field. Instead:

The Target Field retains its original value.

An error message is displayed in the Quote Line Editor, notifying the user of the conflict.

 Why Other Options Are Incorrect:

A & D: Salesforce CPQ does not resolve ties by sorting records alphabetically.

C: The system does not apply values based on record creation date.

 Salesforce CPQ Reference:

Lookup Queries behavior and error-handling are outlined in CPQ Price Rules Configuration Guidelines ​.

 Requirement Overview:

Warranty pricing should be based on the discounted prices of hardware products.

 Solution Details:

The Percent of Total Base field determines the pricing basis for Percent of Total Products.

To ensure the price reflects discounted values, set the Percent of Total Base to Net Price.

 Steps to Configure:

Navigate to the Warranty Product record.

Update the Percent of Total Base field to Net Price.

Save and test the configuration by adding hardware products and the Warranty to a Quote.

 Validation:

The Warranty price should now calculate as 10% of the discounted prices of hardware products​​.