Pass CPQ-Specialist Exam Guide

 Requirement Overview:

Universal Containers wants to restrict sales reps to accessing only region-specific Products while allowing managers to access all Products.

 Solution:

C. Price Books per Region: Create a separate Price Book for each region, associating only the relevant Products. Share each Price Book with the respective sales reps.

D. Product Rules: Use Product Rules to hide Products from sales reps outside their assigned regions.

 Steps to Configure:

Price Book Setup:

Navigate to Price Books.

Create a Price Book for each region and associate the specific Products.

Use Sharing Rules to share the Price Books with the appropriate sales reps.

Product Rule Setup:

Create a Product Rule with a Condition to hide Products based on the user’s region.

 Validation:

Test by logging in as a sales rep and verifying that they can only see Products for their assigned region.

 Simplification Method:

By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.

 Steps to Configure:

Navigate to the Quote Template.

Add the PDF file under the Additional Documents section.

Mark it as required for automatic inclusion.

 Salesforce CPQ Reference:

The Additional Documents feature simplifies document management in Quote Templates ​.

 Requirement:

When a fixed bundle is selected, users should bypass the configuration process entirely.

 Solution:

Setting the Configuration Type to Allowed ensures users can configure the bundle if necessary.

Setting the Configuration Event to Always skips the configuration process automatically for preconfigured bundles.

 Why Other Options Are Incorrect:

A: Setting Configuration Type to Disabled prevents any configuration, which may not align with future flexibility requirements.

B: Required forces configuration instead of skipping it.

D: Configuration Event = Add requires the user to manually trigger the process during addition.

 Salesforce CPQ Reference:

Bundle Configuration Settings and their implications are detailed in CPQ Configuration Guidelines ​.

 Scenario:

Contracts are not being generated for activated Orders containing subscription-based products.

 Why Debug Logs?

Debug Logs capture real-time system activity, including Apex triggers and CPQ package processes.

They provide detailed error messages and can identify issues such as missing triggers, misconfigured objects, or dependency errors.

 Steps to Investigate:

Enable Debug Logs in Salesforce Setup for the affected user or system process.

Perform the action that generates the error (e.g., activating the Order).

Review the logs for errors related to Contract generation.