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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.
An admin is working on a Primary Quote attached to an Opportunity. The nice Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synced to the Opportunity, 9nd aero emor messages are displayed.
Which three reasons explain why these Products failed to create Opportunity Products?
Choose 3 srewers
Issue Analysis:
Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.
Reasons for Failure:
B: Products with an Effective Quantity of zero are excluded from syncing.
C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.
D: Products with a price of zero do not sync by default.
Why Other Options Are Incorrect:
A: Missing Price Book Entries prevent quoting entirely, not syncing issues.
E: The Exclude from Opportunity checkbox applies to the Product Option, not the syncing process.
Salesforce CPQ Reference:
CPQ guidelines for syncing Quote Lines to Opportunity Products .
Universal Containers has a high volume of contracts that are renewed each year. Recently, a number of orders have failed to generate a contract despite those orders being activated and containing subscription-based products.
Where should the admin look to identify the source of the error?
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.
When amending a contract, users have reported that the net pricing of some products is incorrect. The admin has done a preliminary investigation and found that the issue only happens on existing products when the quantity is adjusted. What is the likely cause?
When amending a contract in Salesforce CPQ, the net pricing of products can sometimes appear incorrect, especially when quantities are adjusted on existing subscriptions. The 'Revised Quantity' field on the Subscription record is used during amendments to reflect the updated quantity of a subscription product after the amendment. If this field is set incorrectly or unexpectedly (e.g., manually or via automation), it can override the expected quantity and cause discrepancies in pricing calculations, especially for existing products. This aligns with the scenario where the issue only occurs when quantities are adjusted on existing products. Option B (Price Rule firing On Calculate) could affect pricing but typically wouldn't target only existing products or cause quantity-specific issues unless explicitly designed to do so. Option C (Price Rule firing Before Calculate) might alter pricing but wouldn't directly tie to quantity adjustments on amendments. Option D (Discount Schedule with Cross Order unselected) affects pricing tiers but isn't directly related to amendment quantity adjustments. Per Salesforce CPQ documentation, the 'Revised Quantity' field is a key factor in amendment scenarios impacting pricing consistency.
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal
Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?
Requirement Overview:
Ensure the Renewal Quote is accurate and includes all renewable products from the original Contract.
Solution:
C . Renewal Quoted Checkbox:
Select the Renewal Quoted checkbox on the Contract to generate Renewal Quotes automatically.
D . Renew Contracts Button:
Use the Renew Contracts button from the Account's Contract Related List to create Renewal Quotes directly.
Steps to Configure:
Ensure the Contract is active and associated with the correct Account.
Use either the Renewal Quoted checkbox or the Renew Contracts button to generate Renewal Quotes.
