Free and Premium Salesforce Industries-CPQ-Developer Dumps Questions Answers

In Salesforce Industries CPQ, the "Done Action Element" (E) in an OmniScript is used to conclude the script and typically has the option to redirect users back to the originating page or another specified endpoint. This ensures that after completing the guided selling process, users can be seamlessly returned to their starting point, maintaining a fluid user experience and integrating the guided process into broader user workflows.

References:

• OmniScript Designer Guide in Salesforce Industries CPQ.
• Training material on user flow integration using OmniScript in Salesforce Industries CPQ.

In Salesforce Industries CPQ, root entity context scopes are crucial as they define the main entities that can have context rules applied to them. These root entities include Order, Opportunity, Quote, Asset, Account, and Contract. The context scope defines the environment or the entity for which the rule is applicable, acting as the starting point in the hierarchy for evaluating conditions and enforcing rules.

In the context of Salesforce Industries CPQ and OM, when an order is canceled and a supplemental order needs to be created, this is done similarly to creating any new order. However, the specific distinction for a supplemental order lies in setting the OrderType field to "Supplemental" from the picklist. This categorization helps in managing and tracking these orders separately, ensuring they are handled correctly through the order fulfillment and management process.

Context rules can indeed be applied to order line items in Salesforce Industries CPQ. These rules assess the context in which products are sold and apply specific configurations or restrictions based on that context. This capability is crucial for ensuring that products and services are configured and priced correctly according to the specific circumstances of an order, enhancing accuracy and compliance in sales operations.

In Salesforce Industries CPQ, entity paths are not required for root scopes. Root scopes inherently refer to the highest level of data context in a model, from which all other scopes derive their context. Therefore, setting an entity path for root scopes is unnecessary as they are already at the highest or base level of the data hierarchy.

If a promotion does not appear in the Promotions list of the cart in Salesforce Industries CPQ, several factors could be responsible:

• The Effective From date of the promotion is missing (A): A missing effective date means that the promotion does not have a defined start time, which can prevent it from appearing in the list.
• The Effective Until date of the promotion is in the past (B): If the effective until date is already past, the promotion is considered expired and will not be displayed.
• The promotion status is not active (C): For a promotion to be available and visible in the cart, its status must be set to active. An inactive status will hide the promotion from users.

These conditions are essential for managing the lifecycle and visibility of promotions within the CPQ system, ensuring that only current and relevant promotions are available for selection.

In Vlocity's Guided Selling, to set the price list ID for the cart, you need to edit the JSON configuration of the remote action containing the createCart remote method (C). This setup is necessary to define which price list the cart should use right from the beginning, ensuring that all pricing calculations within the cart are based on the correct price list as soon as items are added.

References:

• Salesforce Industries CPQ Developer Guide detailing cart setup.
• Configuration practices for setting up carts in Salesforce Industries CPQ.

To decrease the price of a product in a promotion in Salesforce Industries CPQ, the following methods are used:

• Use a pricing element adjustment (A): This involves adjusting specific pricing elements that make up the total price of the product, such as discounts or surcharges.
• Use a pricing variable (E): This allows for the dynamic calculation of prices based on variables defined within the promotion, which can be configured to reduce the product price under certain conditions.

These techniques provide a high degree of flexibility and precision in pricing adjustments, enabling tailored pricing strategies that can adapt to various promotional conditions and customer interactions.

• A. True: A compound filter in Salesforce Industries CPQ does indeed chain together an internal evaluation filter with a qualification filter. This structure allows for complex filtering logic that first assesses internal criteria before applying external qualifications, enhancing the precision and effectiveness of the filtering process.

Promotions in Vlocity Cart are typically applied automatically using context rules. These rules evaluate the current context of the order—such as customer type, order contents, and other relevant factors—to determine the applicability of promotions. This method ensures that promotions are applied consistently and accurately based on predefined criteria, automating the discounting process and reducing the need for manual intervention during the order placement.

These responses reflect verified practices within the Salesforce Industries CPQ environment, focusing on leveraging the platform’s capabilities to manage complex pricing and configuration scenarios efficiently.

When a child product's price has been adjusted and the display text is unclear in Salesforce Industries CPQ, the most likely consequence is: B. The price adjustment may not be understood: If the display text does not clearly communicate the nature of the price adjustment, it can lead to confusion about why the price differs from expectations or base pricing. This can affect the transparency and trust in the pricing process.

Ensuring clear and understandable display text for pricing adjustments is essential to maintain clarity and confidence in the sales process.

References:

• Salesforce Industries CPQ Best Practices for UI.
• Documentation on product pricing and adjustments in Salesforce Industries CPQ.

When implementing a custom pricing plan step for attribute-based pricing in the Default Pricing plan in Salesforce Industries CPQ, the step should be placed: D. Between the step Initialize Pricing Context and the step Load Price List Entries: This sequence allows for the correct application of context-specific attributes before price list entries are loaded, ensuring that all attribute conditions and dependencies are established prior to fetching and applying pricing from the price list.

This placement is crucial for effectively leveraging attribute-based pricing mechanisms, as it aligns the pricing data load with the initialized pricing context, allowing for dynamic pricing adjustments based on predefined attributes.

References:

• Salesforce CPQ Pricing Configuration Guide.
• Salesforce Industries CPQ Developer Training on Pricing Plans.

In Vlocity Rules, an Advanced Rule - Eligibility can evaluate order line items. This type of rule is specifically designed to assess whether certain criteria are met for products or services within the order, determining their eligibility based on predefined business logic.

• Advanced Rule - Eligibility (C): Such rules are crucial for enforcing business constraints and eligibility criteria on products and services at the line item level, ensuring compliance with business rules and policies.

• C. createCart: The createCart method is typically used in Salesforce Industries CPQ to initiate a new cart, which can be equivalent to creating a new order. This method sets up a new cart instance where products and services can be added before finalizing the order.

Attribute-based pricing in Salesforce Industries CPQ can be implemented using the following Vlocity components:

• Pricing Plans: These define how products are priced based on various attributes and conditions, allowing for flexible pricing adjustments based on specific product features or customer selections.
• Calculation Procedures: These are used to define complex pricing logic that can take multiple attributes into account, performing calculations that adjust prices based on predefined rules and conditions.
• Calculation Matrices: These provide a grid-like structure where prices can be set based on combinations of different attributes, offering a straightforward method to manage complex pricing scenarios where multiple variables affect the final price.

These components work together to enable dynamic and flexible pricing strategies that respond to specific product attributes, meeting the diverse needs of businesses and their customers.

In Vlocity Cart, the prices in the selectable Product List are calculated using multiple methods:

• Using list pricing as defined on the price list with no calculation (A): This involves straightforward application of the pre-defined list prices associated with each product.
• Using Advanced Rules pricing rules (B): Advanced rules can modify pricing based on specific conditions and criteria, such as customer segment, quantity, or promotional offers.
• Using Context Rules associated with the price list (C): Context rules can adjust prices based on the broader context of the transaction, like customer location or market conditions. Thus, all of these methods can be involved in the price calculation process, making (D) All of the above the correct answer.

In Vlocity, you can build a promotion using:

• A. An individual product: A single product can be the basis of a promotion, offering special pricing or conditions that distinguish it from the standard offering.
• B. A bundle of products: A group of products can be combined into a bundle, which itself can be offered as a promotion. This is common in scenarios where complementary products are sold together at a discounted rate.
• C. A bundle within a bundle: Nested bundles, or a hierarchy of product bundles, can also be used to create complex promotions that provide layered pricing structures or purchasing incentives.

These options provide flexibility in designing promotions that cater to diverse market needs and customer preferences, enhancing the effectiveness of sales strategies in competitive markets.

The purposes of the CPQPartition platform cache in Salesforce Industries CPQ are multifaceted, focusing primarily on enhancing performance and efficiency. The cache stores a streamlined version of the product hierarchy, allowing for faster access and navigation within the CPQ tool, which is crucial during complex configuration processes. Additionally, it consolidates the product attribute list, which ensures good performance by minimizing the overhead needed to fetch these details repeatedly during product configuration sessions. This helps in maintaining a responsive user experience by speeding up read operations and reducing the time taken to load and interact with CPQ data.

To assign a price to a product in Salesforce Industries CPQ, you must create a price list entry. A price list entry directly associates a specific price with a product and can include details such as currency, discounts, or specific pricing conditions. This is an essential step in setting up products in CPQ because it ensures that each product has a definable, manageable price that can be used in quotes and calculations within the CPQ system.

A percentage discount is often used over a price override in promotions when the cost of the product for the company may increase. Using a percentage discount helps maintain profitability by adjusting the discount amount in proportion to changes in cost, whereas a fixed override might not accommodate such fluctuations.

• When the cost of the product for the company may increase (D): This strategy ensures that the promotion remains economically viable even if underlying costs rise, protecting margins while still offering a discount.

Explicitly defining a context scope in Vlocity Context Rules, rather than using the ANY context scope, primarily serves to increase rule maintainability. By specifying a particular scope, administrators can better manage and understand the application and impact of context rules. This targeted approach reduces complexity and enhances the clarity of the rule structure, making it easier to update, modify, and audit rules as business requirements evolve. This specificity helps prevent

In the context of Configuration/Validation Advanced Rules within Salesforce Industries CPQ, the type of actions that can be used include: A. Restriction: This type of action is used to enforce certain conditions or constraints within the configuration process. Restrictions can prevent users from selecting incompatible options or configurations that do not meet certain criteria, ensuring the validity and operational feasibility of configured products.

Cart-based guided selling experiences in Salesforce Industries CPQ do not use Angular JS templates. Instead, these interfaces are typically built using proprietary Salesforce technologies and frameworks that are integrated into the Salesforce platform. The use of Salesforce-specific technologies ensures compatibility and optimal performance within the Salesforce ecosystem, rather than relying on external or less integrated solutions like Angular JS.

In Guided Selling within Salesforce Industries CPQ, the method putCartItems is used to update the items in the cart. This method is part of the cart's API that allows for the modification of cart items, such as updating quantities, changing configurations, or applying discounts. This functionality is crucial in ensuring that the cart reflects the most current selections and configurations chosen by the user or dictated by system logic.

This question is identical to Question No: 134, and the answer remains the same. Including the price list ID in the vlcCart settings is crucial for ensuring the portability of the Guided Selling script across different Salesforce orgs. By centralizing this configuration, the script can adapt to different environments without requiring changes to the core code, facilitating smoother deployments and upgrades.

The checkout method in Salesforce Industries CPQ typically performs several key actions during the transaction process. Two of these actions are: A. Validates the pricing and configuration of the items: This ensures that all products in the cart or order are correctly priced and configured according to current business rules and product definitions. B. Moves the opportunity, quote, or order to the next state of the ordering process: This is a critical step in advancing the sales process towards completion, transitioning the transactional documents to stages such as pending, confirmed, or completed based on the defined workflow.

For a developer creating a website to display products for selection by anonymous users, the appropriate API to use is: A. Digital Commerce API - Get Offers By Catalog (getOffersByCatalogCode): This API is designed to retrieve a list of offers, typically product offerings, based on catalog specifications. It is suitable for situations where products need to be displayed publicly, as it can be accessed without requiring user authentication, making it ideal for use with anonymous users.

This API facilitates the easy display of product options to users who are not logged in, supporting scenarios typical in e-commerce and digital marketing platforms.

References:

• Salesforce Industries API Documentation.
• Developer guide on using Salesforce Digital Commerce APIs.

When a search is performed on the product list in the Vlocity Cart, typically the fields that are queried include: A. Product Name: This is a common search field as it allows users to find products based on their names. B. Product description: This field helps in searching for products based on descriptions which might contain key features or benefits. C. Product Code: Often used for searching, especially when users know the specific code or SKU of the product they are looking for.

These fields are commonly indexed and searched to facilitate quick and efficient product lookup in dynamic sales environments.

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In Salesforce Industries CPQ, context rules are used to define business logic that can control the behavior of the configuration engine based on the data provided. The types of rules that can be created using context rules include Qualification and Compatibility. Qualification rules determine if a product or configuration meets specific criteria to be eligible for selection or promotion, while Compatibility rules ensure that selected products or options are compatible with each other within the configuration.

When using the getCartsProducts method in Salesforce Industries CPQ to filter the list of products, developers have multiple criteria they can apply: A. Using a value that is contained within a Product2 field: This allows filtering based on specific Salesforce fields within the Product2 object, such as name, SKU, or custom fields that store product attributes. B. Using a value that will be matched exactly to a value in a Product field: Enables precise filtering based on exact matches in product fields, ensuring that only products that meet the exact criteria are included. D. Using a product category: This method allows for filtering based on the category assigned to products, making it easier to group and display products that fall into specific, predefined categories, such as electronics, apparel, etc.

These filters help in efficiently narrowing down product lists based on specific attributes or classifications, enhancing the user experience by displaying relevant products to the customers.

For Product A with the given dates, by November 22, 2021, the product is past its Selling End Date but has not yet reached its End of Life Date. Therefore, the product cannot be added to a cart or modified since it's no longer available for new sales, but it can still undergo service-related actions. The appropriate action that can be taken is "Disconnect," as this action pertains to service or subscription-based changes, such as terminating or disconnecting a service that has been previously sold or activated, but is not yet at its end of life.

To ensure that a new product is properly displayed in the shared catalog and can be added to the cart, the following conditions must be met: A. The product must have a price list entry: This is crucial for the product to have a defined price which is necessary for purchase. B. The Active property must be checked: This property ensures that the product is currently active and available for sale. C. The Orderable property must be checked: This indicates that the product can be ordered, which is essential for the product to be added to the cart.

These conditions ensure that the product is correctly set up in the catalog and can be interacted with by customers through the cart system.

To launch the Guided Selling process in Salesforce Industries CPQ, you can: A. Create a Vlocity action to trigger the process: This method involves setting up a specific action within Salesforce that initiates the OmniScript of the Guided Selling process. This is typically done by configuring a custom action that can be activated from a UI element like a button or a link.

This approach is preferred because it allows for flexible integration into various parts of the Salesforce UI, making it accessible where needed and can be customized to trigger under specific conditions or contexts.

References:

• Salesforce Industries CPQ Developer Documentation.
• Practical examples of setting up actions for Guided Selling in Salesforce Industries CPQ training modules.

To charge different prices for the same product within the context of different bundles, the pricing adjustments can be made in the price list where the price list entry is located. By managing different price list entries for the same product within different bundles, you can set unique prices that reflect the varying contexts in which the product is sold. This method provides the flexibility to tailor pricing based on the bundle’s specific market or customer segmentation strategies.

In the context of telecommunications companies, non-centralized data presents significant business challenges. This dispersion can lead to inconsistencies in data handling, difficulties in data analysis, and barriers to providing unified customer experiences. Centralizing data helps in improving data accuracy, enhancing customer service, and streamlining operations, which is essential for companies dealing with large volumes of customer interactions and transactions.

When nothing renders in the cart despite adding products, the developer should begin troubleshooting by examining the getCartsItems method in the network responses. This API call retrieves the details of the items currently in the cart, and if there are issues with this method, it could result in the cart appearing empty. Checking the response of this method can help identify if the issue lies with the API not returning the expected item details or if there is a problem in the way the cart's contents are being fetched or rendered.

If the Premium Device product is displayed under the Disqualified tab in the cart, this typically indicates that the context rule set meant to qualify this product for customers with a Premium SLA has not been properly associated with the product. The context rule itself must be actively linked to the specific product it's intended to qualify: C. The rule set has not been assigned to the Premium Device product: Ensuring that the rule set is correctly assigned to the product will allow the rule to be evaluated during the cart and order configuration process, qualifying the product for addition to the cart.

In Vlocity Context Rules, it is possible for multiple rule sets to apply to a single promotion. This flexibility allows for more granular and specific targeting of promotions based on different criteria set within each rule set. By designing the system this way, Vlocity allows administrators to create complex promotional structures that can adapt to various customer scenarios, thereby enhancing the effectiveness of promotional campaigns within the Vlocity CPQ environment.

When encountering issues with Digital Commerce APIs, such as returning incorrect or no results, the most likely cache to refresh is the VlocityMetadata cache. This cache manages the metadata configurations that underpin the operation of Salesforce Industries applications, including Digital Commerce. Refreshing this cache can resolve issues where outdated or corrupted metadata might be affecting the API responses, ensuring that the most current configurations are used in API operations.

To ensure that a new commercial product appears in Vlocity Cart's product list, several key steps must be taken:

• A. It must have a price: This is fundamental as the product needs to have a price assigned to it in order to be listed and purchasable in the cart.
• E. The Orderable field must be checked: This indicates that the product is available for ordering and is a critical flag for the product's visibility in the cart.
• F. The Active field must be checked: This ensures that the product is currently active and available for selection and purchase in the cart.

These steps ensure that the product is properly configured and recognized by the system as available for inclusion in sales processes.

• A. True: In Salesforce Industries CPQ, rule sets rather than individual context rules are typically applied to products or promotions. This allows for the collective application of multiple rules under a unified framework, facilitating more organized and scalable rule management. Rule sets enable a structured approach to applying business logic across various scenarios, enhancing consistency and control.

When the Cost & Margin feature is enabled in Salesforce Industries CPQ, the data regarding upper and lower margin bounds are typically stored in: A. A calculation matrix: This is a tool used within CPQ to define and store complex pricing rules, including margins based on cost. It allows the system to dynamically calculate and apply margins based on the cost structure defined within the matrix, facilitating precise control over profitability on a per-product basis.

The prices in the selectable Product List in the Cart for Salesforce Industries CPQ are calculated using active pricing rules and related calculation matrices. This approach allows for dynamic pricing that can adjust according to various factors such as quantity, customer segment, or specific promotional conditions. The use of pricing rules and matrices ensures that the pricing displayed is always accurate and relevant to the specific conditions and configurations of the customer's selections.

To create a pricing element in Salesforce Industries CPQ, you must first have a price list entry. A price list entry is essential because it defines the specific pricing details for a product or service, such as the base price, currency, and any applicable discounts or surcharges. The pricing element itself is built upon these entries, allowing further customization and dynamic pricing adjustments that can reflect different conditions or customer segments.

In Salesforce Industries CPQ, components of a pricing element include: A. The price category: This categorizes the pricing logic applied, such as standard pricing, promotional discounts, or custom pricing. C. The charge (amount): This is the actual price or cost associated with the pricing element, whether it's a fixed amount, a percentage discount, or any other price adjustment.

These elements are critical in defining how prices are structured and applied within Salesforce Industries CPQ, ensuring clear pricing strategies are maintained across products and sales.

References:

• Salesforce Industries CPQ Pricing Configuration Guide.
• Detailed descriptions of pricing elements in Salesforce Industries CPQ documentation.

In the example API call provided (vlocity_cmt/v3/catalogs/Phones/offers?context={"Status":"Active"}), the type of parameter being used is specifying a context. This parameter type is critical for filtering API responses based on specific conditions or contexts, in this case, filtering to include only those phone offers where the status is "Active". This allows the API to return more relevant data tailored to the needs of the application or user.

• B. False: In Salesforce Industries CPQ, you can have more than one implementation active per interface. This flexibility allows organizations to tailor the CPQ system to different business units, geographic regions, or product lines, each with its own specific settings and customizations.

To ensure that an attribute displays in Vlocity Cart's configuration window in Salesforce Industries CPQ, the Run-time Configurable flag needs to be set for the attribute in the Vlocity EPC. This flag makes the attribute available for configuration during the sales process, allowing sales representatives or customers to modify the attribute's value as per the business requirements during the configuration phase.

• Run-time Configurable flag: This is specifically designed to control the visibility and editability of attributes in the configuration window of Vlocity Cart, making it essential for dynamic product customization and configuration.

In Vlocity Context Rules, when creating a source expression in a context mapping, the correct format to reference an sObject field is %%field%%. This format is used within the Vlocity platform to dynamically insert the value of a field from the context into the rule or mapping. This syntax allows the context rule engine to correctly interpret and retrieve the necessary data from the Salesforce object model, ensuring accurate and relevant rule processing based on the current transactional context.

To ensure a perfect order in the cart, rules should execute in a sequence that maintains logical dependencies and data integrity. The correct sequence is:

• Context Rules Framework: First, establish the context for the transaction based on customer data and product selection. This sets the stage for more detailed rule application.
• Compatibility Rules Framework: Next, ensure that the selected products are compatible with each other. This prevents conflicts in the cart and helps in maintaining a coherent order structure.
• Advanced Rules Framework: Finally, apply advanced rules that may include dynamic pricing adjustments, promotions, or complex business logic. This layer refines the order to meet specific business objectives and customer needs.

This sequence ensures that each rule framework builds upon the data and decisions of the previous step, leading to a consistent and accurate order process in the cart.

Vlocity picklists can be assigned to attributes at the levels of Attributes, Object Types, and Products. This level of assignment flexibility ensures that picklists can be used effectively across various dimensions of the product configuration and sales processes, facilitating better data management and consistency across the platform.

• Attributes, Object Types, and Products: This broad applicability allows for comprehensive and cohesive data management strategies, aligning picklist values across multiple levels of product and service definitions.

The logic to call and execute rules in Vlocity CPQ is encapsulated within the "implementation" of those rules. The implementation refers to the underlying mechanisms—often code or configured logic—that determine when and how rules are triggered and executed. This setup allows rules to be contextually activated based on specific conditions met during transactions, ensuring that rule logic is applied only when relevant, thus maintaining efficiency and effectiveness in rule execution.

For Felix's scenario where the Smart Widget product launch is limited to existing B2B customers within opportunities, the most appropriate context scope to use for the context mapping is Opportunity.Account. This scope allows the rule to specifically apply to opportunities linked to existing accounts, thus targeting only the B2B customers already engaged with the business. This scope helps ensure that promotional or product-specific rules and visibility are correctly confined to the relevant customer segments during the soft launch phase.

It is true that the prices of all child products roll up to the promotion total, except for optional products that are not being purchased. This means that within a promotion, any child product that a customer chooses to add to their purchase will contribute to the total promotional price. However, if the product is optional and the customer decides not to purchase it, its price will not be included in the final rolled-up total. This setup allows for flexibility in promotions, offering customers choices while maintaining clarity in pricing structure.

When Vlocity Cart builds the product list, the type of rule that is processed first is:

• Advanced Rule - Eligibility (C): This type of rule determines whether a customer is eligible for a product based on certain criteria such as customer attributes or service qualifications. Processing eligibility rules first ensures that only relevant and permissible products are presented to the user, streamlining the product selection and configuration process.

To change the base price of a child product in a promotion to a different price, you would use an "override". Overrides allow you to set a specific price for a product within a promotion, disregarding its listed base price. This functionality is essential for promotions where special pricing is a key aspect of the sales strategy, providing flexibility to offer promotional pricing that may differ significantly from the standard pricing.

• A. True: The expression mode set for a rule set in Salesforce Industries CPQ determines how multiple child rules within that set are applied. The expression mode can dictate whether the rules are applied in an "all must pass," "any can pass," or other logical configurations, affecting how the rules interact and the outcomes of their application.

The "Take Me There" icon in Vlocity Cart is designed to streamline the configuration process within the cart. When a user clicks this icon, it navigates them directly to the Line Item Details Modal. This feature is particularly useful in complex configurations where specific line items require additional information or selection choices. The modal not only brings the user to the correct location for making these configurations but also highlights the specific lines that need attention, thereby reducing the effort and time required to identify and address configuration issues.

In Salesforce Industries CPQ, to indicate the type of price that will be assigned to a product, you create a "Price List Entry". This component specifies the actual price of a product or service within a specific price list. Each price list entry defines one price for a product in a given context, such as a specific market or customer segment. It directly ties the product to its pricing under certain conditions, ensuring accurate billing and quoting.

It is false that once a line item is configured in Vlocity Cart, products must be removed and re-added to change configuration. Users can modify configurations directly within the cart without needing to remove and re-add items, offering flexibility and efficiency in managing cart contents.

• B. Check the Do Not Assetize property in the Cart's line Item configuration window
• C. Check the Is Not Assetizable property: Both of these properties control whether a product becomes an asset upon purchase. The Do Not Assetize property can be configured in the line item configuration within the cart to prevent assetization for specific sales. Similarly, setting the Is Not Assetizable property at the product level ensures that the product cannot be assetized regardless of how it is sold or configured in orders.

In Salesforce Industries CPQ, when creating a custom pricing plan step for attribute-based pricing in the Default Pricing Plan, it is most effective to place the step between Sequence 30: Initialize Pricing Variables and Sequence 40: Apply Offer Adjustments. This placement allows the custom step to utilize initialized pricing variables effectively and apply these before any offer adjustments are made. By sequencing it in this manner, the custom pricing logic can accurately reflect the attribute-based conditions before the system calculates the final adjustments based on promotions or other pricing offers.

A layout section in the Vlocity Product Console functions as a Lightning user interface control. This means it serves as a structural component that can be used to organize and display information within the console effectively. Layout sections are part of the broader design and layout capabilities of the Lightning framework, allowing administrators to customize how data and options are presented to users in the Product Console, enhancing user experience and interface organization.

The Collapse Hierarchy flag when defining a product bundle in Salesforce Industries CPQ is used to:

• Collapse the product hierarchy data key value pairs, in order to improve performance for very large bundles: This flag simplifies the product hierarchy representation by collapsing it into fewer levels. This is particularly useful in enhancing performance by reducing the complexity and depth of product hierarchies during the configuration and pricing processes, especially in large, nested bundles.

By collapsing the hierarchy, the system can process large bundles more efficiently, leading to quicker load times and less strain on the system during complex configuration scenarios.

Child price lists are ideally used in scenarios where differentiated pricing strategies are required. For example: A. Creating pricing for different regions: Child price lists can be used to manage region-specific pricing, accommodating different currencies, tax rates, and market conditions. D. Creating pricing for products that are only available to certain customers using context rules: Child price lists can help manage pricing that needs to vary based on specific customer characteristics or purchasing conditions, which can be defined using context rules. This allows for targeted pricing strategies that cater to niche market segments or specific customer groups.

For the scenario described, where prices vary based on different attributes (bandwidth and network type), the developer should configure Attribute Based Pricing in Salesforce Industries CPQ. This pricing model allows for the setting of prices based on specific attributes selected by the customer. It's particularly useful in scenarios like this where the price needs to dynamically adjust based on a combination of product features or service parameters.

In Vlocity Enterprise Product Catalog (EPC), to allow a user to modify an attribute within the Vlocity Cart’s configuration window, the Run-time Configuration flag must be set for that attribute. This flag enables the attribute to be editable at the point of configuration, facilitating dynamic adjustments by users directly in the cart interface. It essentially marks the attribute as configurable during the sales process, allowing for custom inputs or selections based on customer preferences or requirements.

In the context of Vlocity CME, to regenerate the JSON attribute fields for all products in your product catalog, the job to run is:

• A. EPCProductAttribJSONBatchJob: This job is specifically designed to handle the regeneration of JSON attribute fields within the product catalog. It can typically be accessed in training environments such as those provided by Vlocity University through the "Process Attributes" button. This job processes the attributes and ensures they are up-to-date and correctly formatted, which is vital for maintaining the functional integrity of product configurations.

In Guided Selling, to display the list of products, the Selectable Items element is used (B). This element allows users to view and select from a list of products that meet the criteria defined for the current step of the sales or configuration process. It is designed to integrate seamlessly with the cart and pricing logic, providing dynamic updates based on user selections.

References:

• Salesforce Industries CPQ Developer documentation on OmniScript elements.
• Practical examples of OmniScript configurations in Salesforce Industries CPQ.

• A. Price the child products as zero and assign a flat rate to the parent product: This is a common method for pricing bundles in Salesforce Industries CPQ, where child products within a bundle may be priced at zero, and the total price is assigned to the parent product. This simplifies the pricing structure, making it clearer for customers and easier to manage in terms of billing and sales analysis.

Entity Filters in Salesforce Industries CPQ (formerly Vlocity CPQ) are not exclusively tied to a single Advanced Rule. Instead, they can be associated with multiple rules, depending on the complexity and needs of the configuration. This flexibility allows Entity Filters to be reused across different rules, enhancing efficiency and reducing redundancy in rule setup.

• False (B): Entity Filters are designed to be modular and reusable, allowing them to be applied across various scenarios and rules within the Salesforce Industries CPQ environment.

To determine a customer's eligibility for a promotion before it is added to the Cart in Salesforce Industries CPQ, you should use a "Qualification" context rule type. Qualification rules are designed to evaluate whether certain conditions are met for a promotion to be applicable. This rule type helps in ensuring that promotions are only offered to customers who meet specific criteria, thereby maintaining the relevance and effectiveness of promotional strategies while preventing inappropriate discount applications.

In Salesforce Industries CPQ, an Advanced Rule can have multiple filters to define its conditions and actions based on those conditions:

• B. 1 or more - Advanced Rules in Salesforce Industries CPQ can include one or more filters. These filters determine the conditions under which the rule applies. The ability to use multiple filters allows for complex rule configurations that can handle various business scenarios.

To allow a user to modify an attribute in the Cart's configuration window in Salesforce Industries CPQ, a developer must set the "Run-time Configurable property" for that attribute. This property enables the attribute to be edited during the configuration process within the cart, providing flexibility to the end-user to customize product specifications or choices directly from the cart interface. This is crucial for scenarios where product configurations need final adjustments before completing the order.

• B. A product or service the customer has already purchased: In the context of Salesforce Industries, an "asset" typically refers to a product or service that a customer has already purchased and is part of their account. Assets are important for managing post-sales services, upgrades, and renewals.

In Vlocity (Salesforce Industries CPQ), the "Rule Fail Level" setting is an option that can be configured within a Rule Set. This setting determines the severity of the response when a rule evaluation fails. Placing this setting within the Rule Set allows administrators to manage how rule failures impact the overall processing of rules in the context of the product configuration or pricing scenarios. This level helps in managing how errors are handled and propagated in the rule evaluation flow, ensuring that the system can gracefully handle different types of rule failures according to business needs.

References:

• Salesforce Industries CPQ Developer documentation on Rule Sets
• Training materials focusing on rule management in Salesforce Industries CPQ

In Salesforce Industries CPQ, Contract type discounts are typically used to apply negotiated discounts to customer orders under the framework of frame/pricing agreements. These discounts are predefined and are associated with specific contracts or agreement terms between the selling organization and the customer, allowing for the consistent application of agreed-upon pricing concessions across multiple orders or transactions.

In Salesforce Industries CPQ, the Code field on a Vlocity Picklist is primarily evaluated programmatically by Vlocity CPQ or Vlocity Order Management. The code is a unique identifier used by the system to apply logic and make decisions programmatically:

• Code: Acts as the key identifier that the system uses to reference the selected picklist value in formulas, rules, and scripts. It is crucial for ensuring the correct application of business logic across different modules of the Salesforce Industries suite.

• B. False: In the context of product relationships within Salesforce Industries CPQ, the Related Product field is used to specify products that have a direct relationship with the main product, typically for purposes such as bundling or compatibility. Modifying attributes based on non-product-related factors would not typically be managed through this field but rather through different aspects of rule configuration or customization settings.

The issue with the new product not appearing in the product list despite being configured in the cart is most likely due to the Selling Start Date being set to a future date. In Salesforce Industries CPQ, a product set with a future Selling Start Date will not be available in the product list until that date arrives. This is designed to prevent premature selling of products that are not yet intended to be available to customers, such as products pending release or promotional items timed for future events.

In a Guided Selling OmniScript process within Salesforce Industries CPQ, key functions that are enabled include:A. Instantiate the persistent cart: Essential for maintaining user selections and configurations as they navigate through various steps of the OmniScript.B. Allow users to select products from the shared product catalog and add them to the cart: This is a fundamental capability, enabling users to build out their orders from the available product options directly within the guided process.D. Allow users to review applicable promotions: Enhances the buying experience by allowing users to see and apply promotions that may influence their purchase decisions.

These features work together to create a seamless, interactive buying experience that guides users from product selection through to order completion, leveraging promotions and maintaining a consistent state throughout the process.

References:

• Salesforce Industries CPQ Developer Documentation on OmniScript.
• Best Practices in Configuring Guided Selling in Salesforce Industries CPQ.

In Vlocity CPQ, a rule set does not necessarily need to contain more than one rule. While it's common to group multiple related rules within a rule set for organization and management purposes, a rule set can function effectively with a single rule if that is all that is required for a particular scenario. This flexibility allows for simpler or highly specific rule applications without the need for additional unnecessary rules.

• B. The Order Id: After submitting an order using a reference application in Salesforce Industries CPQ, the confirmation message should ideally include the Order Id. This identifier is crucial as it helps both the customer and the service provider track the order throughout its processing lifecycle, enabling easier management and follow-up.

The Tightest Match calculation method in Salesforce Industries CPQ considers multiple conditions and applies the following rules:

• AND rule conditions: The weights of all met conditions are summed together. This aggregation is used to determine the overall applicability and strength of the rule when all specified conditions are met.
• OR rule conditions: The highest weighted value among the met conditions is selected. This approach is used when any of the specified conditions suffice for the rule to apply, prioritizing the condition with the greatest significance as indicated by its weight.

This method ensures that the rule application is both comprehensive and precise, appropriately reflecting the importance and impact of different conditions in complex decision-making scenarios.

In Salesforce Industries CPQ, a time plan refers to a scheduling strategy that determines how a product or service is billed over a period of time. One key characteristic of time plans is that they can be prorated, which means the charges can be adjusted based on the actual duration of use within the billing period. This proration enables more flexible and accurate billing for customers who start or end their subscription mid-cycle, ensuring they are only billed for the portion of the service they actually use.

When Felix, a Vlocity CPQ administrator, finishes creating a new product bundle with child products in the shared product catalog, he must ensure that the product bundle displays correctly in the Vlocity Cart. To do this, he needs to first run the Product Hierarchy Maintenance job. This job updates the system’s understanding of product relationships and hierarchy, which is critical when new bundles and product relationships are established. Following this, he should run the Refresh Pricebook job, which updates pricing information across the system to reflect any changes or new additions. This sequential process ensures that both the structural and pricing aspects of the new product bundle are correctly integrated into the CPQ system.

Vlocity Rule Builder, a tool within Salesforce Industries CPQ, facilitates the creation of various types of business rules that can be applied throughout the CPQ process. Here's what it allows you to create:

• A. Advanced rules using entity filters and rule actions - The Vlocity Rule Builder is specifically designed to create complex rules that include entity filters and define rule actions based on those filters. This functionality is integral to tailoring CPQ processes to specific business needs, ensuring that only valid and necessary data drives the CPQ logic.

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.

• D. All of the above: Context Dimension Domain Types in Salesforce Industries CPQ include a variety of formats such as Picklist, Object Lookup, and Type In. These types provide different ways of defining and accessing data for context dimensions, offering flexibility in how rules are configured and how they interact with data within Salesforce.

When creating a pricing adjustment in Salesforce Industries CPQ, to ensure users understand why the price has been adjusted, a developer should: D. Include display text for the pricing adjustment: This ensures that whenever a pricing adjustment is applied, there is clear, descriptive text explaining the reason for the adjustment. This text is displayed to the user, providing transparency and clarity about the changes to the pricing.

Providing clear display text helps prevent confusion and improves customer satisfaction by making pricing dynamics transparent and understandable.

References:

• Salesforce CPQ User Experience Best Practices.
• Salesforce CPQ Developer Documentation on Pricing Adjustments.