CPQ Specialist Changed CPQ-Specialist Questions

 Requirement Overview:

Product A must always be included in the bundle.

Product B should be included by default but can be removed by the user.

 Key Configurations:

Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user.

Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.

 Steps to Configure:

Navigate to the Product Option record for Product B.

Set Required to FALSE.

Set Selected to TRUE.

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

 Validation:

Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.

This setup ensures flexibility for Product B while ensuring Product A remains mandatory​​.

 Requirement Overview:

Limit the Product Options displayed in a bundle based on the service level selected by the user via a Configuration Attribute.

 Solution Details:

Selection Price Rule: Use a Selection Price Rule to dynamically show or hide Product Options based on the selected value of the Configuration Attribute.

Apply Immediately: Ensures that changes based on the service level selection occur in real-time during configuration.

 Steps to Configure:

Create the Selection Price Rule:

Define the Price Rule with a Condition targeting the Configuration Attribute value.

Use a Price Action to show or hide Product Options.

Set Apply Immediately:

Navigate to the Configuration Attribute.

Set Apply Immediately to TRUE.

 Validation:

Test the bundle configuration by changing the service level and verifying the Product Options displayed dynamically update.

 Requirement Overview:

When renewing Contracts with Premier Support, it must automatically be replaced with Premier Pro.

 Solution:

The Renewal Product field on the Product record allows admins to specify a replacement Product for renewals.

 Steps to Configure:

Navigate to the Premier Support Product record.

Populate the Renewal Product field with Premier Pro.

Save and test the renewal process to confirm Premier Pro replaces Premier Support on the Quote.

 Validation:

Ensure all renewal Quotes replace Premier Support with Premier Pro automatically.

 Subscription Term and List Price:

Subscription Product A has a Subscription Term of 6 months with a List Price of $100.

When added to a Quote with a Term of 12 months, the List Price is prorated to account for the longer term.

 Proration and Ranged Discount Schedule:

A Ranged Discount Schedule applies discounts based on quantity, volume, or term thresholds.

For the 12-month term, the price is prorated to $200 (2 times the List Price for 6 months).

The Discount Schedule applies a 25% discount to the prorated price, reducing it to $150.

 Regular Price Calculation:

The Regular Price reflects the discounted value after applying the Discount Schedule:Regular Price=200×(1−0.25)=150×0.5=75\text{Regular Price} = 200 \times (1 - 0.25) = 150 \times 0.5 = 75Regular Price=200×(1−0.25)=150×0.5=75.

 Key Salesforce CPQ Reference Points:

Ranged Discount Schedules modify the List Price based on configured thresholds .

Subscription Pricing Logic ensures correct proration for products with terms different from the Quote Term .