Developers Industries-CPQ-Developer Salesforce Study Notes

In Salesforce Industries CPQ (formerly Vlocity), to make a product not assetizable, two main settings can be adjusted within the Vlocity Enterprise Product Catalog (EPC) and Vlocity Cart:

• Check the Not Assetizable flag in Vlocity EPC: This option directly specifies that the product is not to be treated as an asset post-purchase, thereby excluding it from asset management processes.
• Check the Do Not Assetize flag in Vlocity Cart's line item configuration window: This flag can be set per transaction in the cart configuration, providing flexibility to override the default assetization behavior for specific sales scenarios.

These settings ensure that the product does not get converted into an asset in the Salesforce Industries CPQ system, which is crucial for items that are either consumed upon use or do not require ongoing service management.

During the order capture process in the Cart within Salesforce Industries CPQ, the attribute category field that displays at run-time is: B. Display Name: This field is used to present a user-friendly name for an attribute category during configuration, helping users understand the options and choices available more clearly. The display name is designed to be visible and informative during the configuration steps in the cart.

These answers provide a verified understanding based on typical configurations and functionalities within Salesforce Industries CPQ.

• B. Opportunity to quote to order to asset: The correct flow in the order capture process within Salesforce Industries CPQ involves moving from an opportunity, where potential sales are identified, to creating a quote, which outlines the terms and pricing. Once the quote is accepted, it is converted into an order, and finally, once the order is fulfilled, the products involved in the transaction are recorded as assets in the customer's account.

In Salesforce Industries CPQ, when pricing bundles, there are multiple strategies you can employ:

• Assigning the parent product a zero price and managing pricing entirely through the child products. This approach is often used when the value of the bundle is derived solely from its components.
• Assigning a price to the parent product and setting the prices of the child products to zero. This strategy might be used when the parent product's price encompasses the total value of the bundle, and the child products are considered included or complimentary.

These methods offer flexibility in how bundles are presented and priced, allowing businesses to tailor their pricing strategy to match their sales and marketing objectives.