Pass CPQ-Specialist Exam Guide

 Requirement:

Render separate Line Item sections for each Product Family and bundle on the output document.

 Solution Steps:

Option B: Create a Line Item section for each Product Family and use the Filter field to display only the relevant products for each section.

Option C: Use a formula field on the Quote Line object to identify the bundle's Name and Number, then set this field in the Group field to group lines within each section.

 Why Other Options Are Incorrect:

A: The Conditional Print field is not used for rendering specific Product Families in Line Item sections.

D: Sort Order on Product records does not meet the grouping and filtering requirements for the output document.

 Salesforce CPQ Reference:

Document generation and Line Item grouping are detailed in Quote Templates Configuration ​.

 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.

 Potential Causes:

Component Checkbox: Products marked as Components are typically excluded from being directly selectable in the Product Selection screen unless part of a bundle .

Search Filter: Custom Search Filters on the Add Products button limit the display of products based on criteria such as product attributes or field values.

 Excluded Reasons:

Hidden Checkbox: This is generally used to hide products from the Quote Line Editor, not the Product Selection screen.

Custom Action Condition: While these can limit the Add Products button's visibility, they do not directly affect individual product visibility.

 Salesforce CPQ Reference Points:

Documentation on Product Selection Behavior and Search Filters confirms these behaviors ​.

 Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on object precedence.

Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing agreements are in place for an Account.

Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the Product Feature level.

 Key Configurations:

Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.

Product Option: Assign the Discount Schedule on the Product Option record.

 Validation:

Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides the Feature-level Discount Schedule.