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Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created.
Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied.
What should the Admin configure to meet the requirement?
Requirement Overview:
Northern Trail Outfitters wants future renewals to be reflected in the Opportunity pipeline as soon as a Contract is created.
Solution Details:
The Renewal Quoted checkbox ensures that the renewal Opportunity is created and linked to the pipeline when the Contract is generated.
Steps to Automate:
Use a Process Builder or Flow to automatically set the Renewal Quoted checkbox on the Contract upon creation.
Validation:
Test the process by creating a new Contract and verifying that the renewal Opportunity is added to the pipeline.
The admin at Universal Containers has a group of Price Rules with Lookup Queries that references a new Rental Rates object. After testing to confirm the Price Rules produce the expected behavior, the Price Rules are ready to be deployed to Production.
In which order should the admin deploy Price Rules with Lookup Queries to align with best practices'?
Requirement:
Deploy Price Rules with Lookup Queries that reference a new Rental Rates object.
Best Practices for Deployment Order:
Step 1: Rental Rates: Deploy the object and data it references first to ensure lookup data is available.
Step 2: Price Rules: Deploy Price Rules to establish the logic governing pricing calculations.
Step 3: Price Conditions: These evaluate criteria for the rules to execute.
Step 4: Lookup Queries: Queries must reference both the object and conditions, so deploy them after both.
Step 5: Price Actions: Set last to ensure that the actions triggered by the rules execute correctly.
Why Other Options Are Incorrect:
A, B, D: Deploying Lookup Queries or Price Actions before Rental Rates or Price Rules may cause execution errors due to missing references.
Salesforce CPQ Reference:
Best practices for deploying CPQ Price Rules and Lookup Queries are detailed in Salesforce documentation .
An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page.
Which updates should the Admin male to meet this requirement
Requirement:
Users must view and select product options by scrolling on a single page.
Solution Details:
Setting the Option Layout to Sections groups options into expandable/collapsible sections.
This creates a scrollable view without navigating multiple pages.
Steps to Update:
Go to the parent Product Record.
Update the Option Layout field to Sections.
Validation:Test the configuration in the Quote Line Editor. Options should now appear grouped by sections.
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle
is difficult to configure due to a significant amount of scrolling to find the desired Features and Options.
What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration?
Choose 3 answers
Requirement Overview:
Reduce scrolling in the configurator for a bundle with many Features and Options.
Solutions:
A . Option Selection Method = Add: Allows users to select options from a pop-up window instead of scrolling through the configurator.
D . Group Features into Tabs: Use the Category field to group Features into tabs for easier navigation.
E . Option Layout = Tabs: Configure the bundle to display Options in a tabular format, reducing scrolling.
Steps to Configure:
Set the Option Selection Method to Add on relevant Product Features.
Populate the Category field on Product Features to group them into tabs.
Change the Option Layout on the bundle Product to Tabs.
Validation:
Test the configurator to ensure the layout reduces scrolling and improves usability.
Which two scenarios can be supported using Amendments? Choose 2 answers
Amendment Functionality:
Amendments are used to modify existing contracts by adjusting quantities, discounts, or adding products while maintaining contract continuity.
Supported Scenarios:
A: Quantity changes with new discounts can be applied during amendments.
C: New products can be added and aligned with the contract's existing term (co-terminated).
Salesforce CPQ Reference:
Amendments are extensively documented under Contract and Subscription Management .
