​Requirement: Apply a 10% discount to Product A on the Quote Line if the customer has previously purchased Product A (stored as an Asset). ​Solution: Summary Variable: Sum the Quantity field on Asset records for Product A. Price Condition: Verify that the Summary Variable is greater than 0 to confirm the customer has purchased Product A. ​Why Other Options are Incorrect: B: Quote Lines do not track prior purchases; Assets do. C, D: These do not align with the requirement to verify prior purchases via Assets. ​Salesforce CPQ Reference: Summary Variables and their use in Price Rules are documented under CPQ Discounting Guidelines ​.

​Root Cause:

The Primary Quote field must be included in the Calculating Fields field set to trigger synchronization

between the Quote and Opportunity.

​Steps to Resolve:

Navigate to Setup > Object Manager > Quote.

Locate the Calculating Fields field set.

Add the Primary field to the field set.

​Testing:

Change the Primary Quote for an Opportunity and verify that the Quote Lines and Opportunity

values sync properly.

​Salesforce CPQ Reference:

The Calculating Fields field set ensures proper updates between related objects during key actions

like recalculations​​.

​Scenario Overview:

A Product Rule triggers the addition of the Conference Pass Product when a related Product is

selected.

​Key Trigger Mechanism:

Product Rules with an Action to add products execute as soon as the user selects a Product on the

Quote.

​Steps to Verify:

Navigate to the Product Rule for the Conference Pass.

Ensure the Evaluation Event is set to fire On Initialization or Selection.

​Salesforce CPQ Reference:

Product Rules are typically triggered based on user actions such as adding Products or configuring

attributes​​.

​Requirement:

Different profiles need to see distinct sets of fields in the Quote Line Editor.

​Solution:

Create two field sets on the Quote Line object, one for each profile.

Use a text formula field named EditLinesFieldSetName on the Quote object to dynamically return the

appropriate field set name based on the user’s profile.

​Why Other Options Are Incorrect:

A & B: Field sets must be created on the Quote Line object, not the Quote object.

D: This duplicates C but introduces a typo or incorrect description in the explanation.

​Salesforce CPQ Reference:

Field set configurations for the Quote Line Editor are detailed in CPQ Field Configuration

Documentation ​.

​Issue:

Sales reps experience excessive horizontal scrolling to access the Clone and Delete actions in the

Quote Line Editor.

​Solution:

Quote Line Editor Drawers provide a compact and user-friendly way to access actions without

excessive scrolling.

​Steps to Configure:

Navigate to Setup > Custom Actions.

Configure the Clone and Delete actions to appear in the Quote Line Editor drawers.

​Validation:

Open the Quote Line Editor and confirm that the actions are accessible without horizontal scrolling.

​Subscription Term and List Price:

Subscription Product A has a Subscription Term of 6 months with a List Price of $100.

When added to a Quote with a Term of 12 months, the List Price is prorated to account for the longer

term.

​Proration and Ranged Discount Schedule:

A Ranged Discount Schedule applies discounts based on quantity, volume, or term thresholds.

For the 12-month term, the price is prorated to $200 (2 times the List Price for 6 months).

The Discount Schedule applies a 25% discount to the prorated price, reducing it to $150.

​Regular Price Calculation:

The Regular Price reflects the discounted value after applying the Discount

Schedule:Regular​Price=200×(1−0.25)=150×0.5=75\text{Regular Price} = 200 \times (1 - 0.25) = 150

\times 0.5 = 75Regular​Price=200×(1−0.25)=150×0.5=75.

​Key Salesforce CPQ Reference Points:

Ranged Discount Schedules modify the List Price based on configured thresholds .

Subscription Pricing Logic ensures correct proration for products with terms different from the Quote

Term .

​Issue Context:

Users encounter a warning when searching Campaign records in the Quote Line Editor.

​Root Cause:

For Lookup fields to work correctly in Salesforce CPQ's Quote Line Editor, a Twin Field must exist on

the target object (Campaign) with the same API name as the Quote Line lookup field.

​Solution Steps:

Create a custom field on the Campaign Object with the same API name as the lookup field on the

Quote Line Object.

Ensure the field types match (e.g., both are Lookup fields or Text fields).

​Validation:

Test the functionality by searching for Campaign records in the Quote Line Editor. The warning

message should no longer appear.

​Salesforce CPQ Documentation Reference:

This is a common configuration for CPQ Lookup fields in the Quote Line Editor​​.

​Requirement Overview:

Sales reps need to redistribute Order Products across multiple Orders.

​Key Considerations:

Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All)

can edit an Order.

Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow

splitting or redistributing Order Products.

​Steps to Enable:

For Ownership:

Confirm the sales rep is listed as the owner of the Order.

For Package Settings:

Navigate to CPQ Package Settings > Orders.

Enable the "Allow Multiple Orders" checkbox.

​Testing:

Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify

redistribution functionality.

​Requirement:

Provide 80 products for general access while restricting access to 20 special products for a specific

user group.

​Solution:

Two Price Books:

General Access Price Book: Includes only the 80 products available to all users.

Special Access Price Book: Includes all 100 products for users with elevated access.

Guided Selling: Dynamically assigns the appropriate Price Book based on user access level, ensuring

visibility is controlled.

​Salesforce CPQ Reference:

The Price Book strategy with Guided Selling is detailed in the Product and Price Configuration

guidelines ​.

Understanding the Requirement:

Universal Containers wants a bundle with pre-selected Product Options.

Sales reps should mostly leave the default configuration as-is but need the flexibility to make

changes when required.

Salesforce CPQ Feature Overview:

Configuration Type:

Determines whether sales reps can modify the configuration of a bundle product.

Setting it to Allowed permits the flexibility to configure without mandating it.

Configuration Event:

Defines when the bundle configurator is accessible.

Setting it to Edit prevents the configurator from opening automatically but allows sales reps to access

it by clicking the "Reconfigure" link.

Configuration Steps:

Navigate to the Bundle Product record in Salesforce CPQ.

Set the Configuration Type field to Allowed. This ensures the configurator is optional and not

enforced.

Set the Configuration Event field to Edit. This enables the configurator to be accessible only upon

user action.

Key Behaviors:

With these settings, sales reps can use the default configuration but still make changes if needed by

accessing the configurator manually.

The "Reconfigure" link in the quote line becomes available for editing.

Testing and Validation:

Add the bundle to a Quote.

Verify that the configurator does not open automatically.

Check that the "Reconfigure" link is accessible on the Quote Line for editing options.

Reference:

This solution is aligned with Salesforce CPQ documentation on managing bundle configurations and

providing sales reps with flexible configuration options​​.