Salesforce cpq terms - Study guides, Class notes & Summaries

Product Options Individual products that users can select from when configuring a bundle. Multi-Lingual Considerations You can install Salesforce CPQ in a multi-lingual instance, but the components are available only in English. Feature A group of product options within a bundle. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as "pick one or more" or "pick 3 of 5." Configurator Evaluation Event...

Product Options - Answer Individual products that users can select from when configuring a bundle. Multi-Lingual Considerations - Answer You can install Salesforce CPQ in a multi-lingual instance, but the components are available only in English. Feature - Answer A group of product options within a bundle. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as "pick one or more" or "pick 3 of 5." Configurato...

Salesforce CPQ Terms

Product Feature a group of product options within a bundle. Use if you want to organize options into set groups, such as hardware and software. Product Options individual products that users can select from when configuring a bundle. Product Bundle A product with optional features or components that you want to include on a single quote line. Batch Quantity This allows you to price products by lots or bunches, such as $10 for every 32 units. This pricing method recalcula...

Quote Stores all of the details of the products and prices quoted for an opportunity. Just like opportunities have many product line items, quotes have many quote line items. An opportunity can have many quotes that you can view from a Quotes related list on an Opportunity page layout. User Profile Allows proper permissions and provisioning of SteelBrick CPQ licenses to the appropriate users. Not every Salesforce user has to be a SteelBrick CPQ user, but all SteelBrick CPQ users must be...

An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs. Which step should the Admin take to meet this requirement? A. Set Option Layout to Tabs on the Product B. Set and choose a Category on the Feature. C. Set Option Layout to Tabs on the Feature. D. Set and choose a Group on the Feature. B NOT C: option layout is available on parent product (and not on feature) however leaving this value blank still sets the t...

Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50. The Admin decides to use a Price Rule targeting the Configurator to implement this price change. Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule? One Price Condition verifying that the SBQQ ProductName_c field on the Product Option object is equal to Product A. One Price Condition...

When a product exists on different quote lines on the the same quote, the CPQ Admin would like to combine these to show as one line in the Quote Document. What needs to be done to the Quote Template to meet this requirement? 1. Set the Roll-up field to be Product 2. Show Bundled Products 3. Disable the Subgroup Field 4. Hide Component Products 1. Set the Roll-up field to be Product The CPQ Admin wants to prevent a Quote Term from being edited by non admin users? What should the CPQ A...

Salesforce Certified CPQ The CPQ Admin wants to ensure that within one bundle, Products A and B cannot both be added to the quote. During configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than Product B. Which setup should the Admin use to meet these requirements? A. A Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both sele...