Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.
What should the Admin do to simplify this process?
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 .
Universal Containers requires an output document that has Quote Terms localized to three languages, selectable by the user. Which two tasks should the Admin complete to set up localization of the quote PDF?
Requirement:
Localize Quote Terms into three selectable languages for the quote PDF output.
Solution Steps:
Step A: Create a picklist field (e.g., Output Language) on the Quote object with language codes (e.g., EN, FR, DE) as values.
Step B: Create Localization records for each Quote Term in all three languages, ensuring the Quote PDF reflects the selected language.
Why Other Options Are Incorrect:
C: 'Allow Output in Different Languages' is not an actual managed package setting.
D: Setting the Language field alone does not dynamically manage multiple languages for PDF generation.
Salesforce CPQ Reference:
Localization of Quote Terms is covered in CPQ Multi-Language Configuration Guidelines .
A subscription product that was newly created fails to display In the Product Selection screen when users search for it.
What are three possible reasons for this behavior?
Choose 3 answers
Scenario:
A subscription product does not appear in the Product Selection screen during search.
Possible Causes:
A: The Active checkbox must be TRUE for the product to appear.
D: The product requires a Pricebook Entry in the corresponding Quote's Pricebook.
E: If the Component checkbox is TRUE, the product is treated as a bundle component, not standalone, and will not appear in search results.
Why Other Options Are Incorrect:
B: Cost records are unrelated to product visibility.
C: The Optional checkbox determines bundling behavior, not search visibility.
Salesforce CPQ Reference:
Product visibility settings are detailed in CPQ Product Selection Configuration .
In which scenario must an Admin choose the Custom value for the Condition Met field of a Price Rule?
Scenario Overview:
The Custom value for the Condition Met field allows for complex logical operations using a mix of AND/OR across multiple Price Conditions.
Use Case:
When a Price Rule has three or more conditions and requires specific combinations of AND and OR logic, the Custom option is required.
Implementation:
Navigate to the Price Rule.
Set Condition Met to Custom.
Specify the logic (e.g., (Condition 1 AND Condition 2) OR Condition 3).
Validation:This ensures Salesforce CPQ evaluates the Price Rule as intended, supporting mixed logical conditions.
Universal Containers (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product search screen.
How can the admin configure the Product to meet this requirement?
Kimbery
20 days agoNieves
25 days agoMarci
1 months agoWillie
2 months agoRoy
2 months agoSherron
2 months agoCharlesetta
3 months agoJeffrey
3 months agoVincent
3 months agoRefugia
3 months agoMarcos
4 months agoLeonora
4 months agoPenney
4 months agoWeldon
4 months agoViola
4 months agoTarra
4 months agoStephania
5 months agoOctavio
5 months agoDominque
5 months agoKallie
5 months agoJacqueline
5 months agoFatima
6 months agoJesusa
6 months agoRoyce
6 months agoRonna
6 months agoStephaine
7 months agoElena
7 months agoElvis
7 months agoAmber
7 months agoIvette
7 months agoTayna
8 months agoBrandon
8 months agoMaryanne
9 months agoIsaiah
9 months agoLeslie
10 months agoMajor
10 months agoAllene
10 months agoKeneth
10 months agoBea
10 months agoTamesha
11 months ago