CPQ Specialist CPQ-Specialist Release Date

Understanding the Requirement:

Universal Containers wants a bundle with pre-selected Product Options.

Sales reps should mostly leave the default configuration as-is but need the flexibility to make changes when required.

Salesforce CPQ Feature Overview:

Configuration Type:

Determines whether sales reps can modify the configuration of a bundle product.

Setting it to Allowed permits the flexibility to configure without mandating it.

Configuration Event:

Defines when the bundle configurator is accessible.

Setting it to Edit prevents the configurator from opening automatically but allows sales reps to access it by clicking the "Reconfigure" link.

Configuration Steps:

Navigate to the Bundle Product record in Salesforce CPQ.

Set the Configuration Type field to Allowed. This ensures the configurator is optional and not enforced.

Set the Configuration Event field to Edit. This enables the configurator to be accessible only upon user action.

Key Behaviors:

With these settings, sales reps can use the default configuration but still make changes if needed by accessing the configurator manually.

The "Reconfigure" link in the quote line becomes available for editing.

Testing and Validation:

Add the bundle to a Quote.

Verify that the configurator does not open automatically.

Check that the "Reconfigure" link is accessible on the Quote Line for editing options.

References:

This solution is aligned with Salesforce CPQ documentation on managing bundle configurations and providing sales reps with flexible configuration options​​.

 Requirement Overview:

Show or hide price-related data in the Quote PDF based on the Primary Checkbox field value.

 Solution Details:

The Conditional Print Field on Template Sections enables dynamic visibility.

Add the Primary Checkbox as a reference in the Conditional Print Field for the section containing price-related columns.

 Steps to Configure:

Navigate to the Quote Template.

Locate the section containing price-related data.

Set the Conditional Print Field to reference the Primary Checkbox.

 Validation:

Generate PDFs with the Primary checkbox set to both True and False and confirm the expected visibility of pricing data.

 Issue:

Contract creation fails when the Contracted checkbox is checked on an Opportunity.

 Possible Causes:

A: If the Subscription Conversion Behavior is set to None, the product is not converted into a Subscription, preventing the Contract from being created.

B: The Opportunity requires a Primary Quote to generate a Contract, as the Contract details are derived from the Quote.

 Why Other Options Are Incorrect:

C: If the Subscription Pricing field is blank, the product is treated as non-subscription but does not prevent Contract creation.

D: Products with Subscription Pricing = One-time are not converted to Subscriptions, but they do not block Contract creation.

 Salesforce CPQ Reference:

Contract creation requirements and behaviors are documented under CPQ Subscription Management Guidelines ​.

 Requirement Overview:

Understand what impacts the number of query rows returned when using Lookup Rules in Salesforce CPQ.

 Factors:

C. Total Number of Quote Lines: Each Quote Line triggers a lookup, increasing the number of query rows.

D. Total Number of Fields on the Lookup Object: More fields on the object result in larger query rows.

E. Total Number of Lookup Queries: Multiple lookup queries executed during the Quote Line processing impact the total rows returned.

 Steps to Validate:

Analyze the Lookup Rule configuration and test its behavior with varying Quote Line counts, field sizes, and query numbers.