Last Attempt CPQ-Specialist Questions

 Issue:

Quote Lines on Quote A are grouped incorrectly in the output document.

 Possible Causes:

C: Quote Line Groups: Existing Quote Line Groups on the Quote override the Group Field setting in the template.

D: Group Field in Template Section: The Group Field value in the Line Items template section may cause unexpected grouping.

 Why Other Options Are Incorrect:

A: The Modified By field has no impact on template grouping.

B: Configuration Attributes like location affect product selection, not grouping in Quote templates.

 Salesforce CPQ Reference:

Grouping behavior is explained in the Quote Templates and Line Item Configuration documentation ​.

Tiered pricing in Salesforce CPQ applies a cumulative price where each tier has a marginal rate (e.g., $9 per unit above 100). This matches the scenario: $1,000 for 0-100 units, then $9/unit for 101-500, $8/unit for 501-1,000, and $7/unit above 1,000, building on the prior tier’s total (e.g., $4,600 at 500). Option B (Tiered) supports this incremental pricing model. Option A (Block) uses fixed prices per range, not cumulative rates. Option C (Segmented) isn’t a standard CPQ pricing method. Option D (List) applies a flat unit price, ignoring tiers. Salesforce CPQ documentation defines Tiered pricing for this use case.References: Salesforce CPQ Documentation - "Tiered Pricing" and "Pricing Methods".

 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.

Requirement Overview:

A product priced at 100 USD and 95 EUR needs to be included as part of a bundle.

Solution:

Bundled Products: Setting the Bundled field to True ensures the product is included in the bundle's total price.

Configure the Price Book Entries with the required prices for the respective currencies.

Steps to Configure:

Navigate to the Product in the 2019 Price Book.

Set 100 USD and 95 EUR as the Price Book Entries.

On the Product Option, mark the Bundled field as True.

Validation:

Test the bundle by adding it to a Quote and verifying the correct pricing behavior.

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