​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.

​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 ​.

​Requirement:

Ensure that quotes are recalculated with current information prior to approval without reopening the

Quote Line Editor.

​Solution:

Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers

recalculation for quotes.

Option C: Including the Calculate button on the quote layout provides users with a manual option to

trigger recalculation before approval.

​Why Other Options Are Incorrect:

B and D: These require additional customization (e.g., creating a custom Lightning button or Flow)

and are not standard CPQ features.

​Salesforce CPQ Reference:

The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard

CPQ tools ​.

​Requirement Overview:

Automatically split Orders by delivery location based on Quote Line Groups.

​Key Configurations:

Order by Quote Line Group: Ensures that each Quote Line Group generates a separate Order.

Ordered Field = TRUE: Triggers the creation of Orders for the Quote Lines.

​Steps to Configure:

Ensure the Order by Quote Line Group field is checked on the Quote.

Mark the Ordered field as TRUE.

Test the Order creation process to verify separate Orders are generated by location.

​Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on

object precedence.

Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing

agreements are in place for an Account.

Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the

Product Feature level.

​Key Configurations:

Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.

Product Option: Assign the Discount Schedule on the Product Option record.

​Validation:

Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides

the Feature-level Discount Schedule.

​Scenario Breakdown:

Adventure in a Box:

List Price = $10

Discount = 50%

Net Price = $5 (after 50% discount).

Premium Support:

Percent of Total Base = List Price.

Percent of Total = 10%.

​Calculation of Premium Support:

Percent of Total applies to the Net Price of Adventure in a Box.

Net Total of Premium Support = $5 × 10% = $0.50 per month.

For 12 months: $0.50 × 12 = $12.00.

​Requirement Overview:

A nonrenewable subscription Product priced annually.

​Key Field Configurations:

Subscription Term = 12: Specifies an annual subscription.

Subscription Type = One-Time: Indicates that the Product is nonrenewable.

Subscription Pricing = Fixed Price: Defines a flat annual price.

​Steps to Configure:

Navigate to the Product record.

Update the fields as specified above.

Save and test by adding the Product to a Quote.

​Validation:

Confirm the subscription term and pricing are applied correctly and the product does not renew

automatically.

​Requirement:

Streamline the Quote Line Editor by enabling automatic calculations after each change.

​Solution:

Enabling the Calculate Immediately setting in Managed Package Settings ensures calculations are

triggered automatically whenever changes are made in the Quote Line Editor.

​Why Other Options Are Incorrect:

A: The Legacy Calculator setting is outdated and not related to automatic calculations.

B: Quick Calculate is a manual process that does not meet the requirement for automatic

recalculation.

​Salesforce CPQ Reference:

The Calculate Immediately Setting is described in the CPQ Managed Package Settings documentation

​.

​Requirement Overview:

Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the

Quote output.

​Solution:

Use the Additional Document feature on the Quote Template to include PDF files in the generated

output.

​Steps to Configure:

Navigate to the Quote Template.

Create an Additional Document for each required PDF:

Reference the document stored in Salesforce.

Save the Quote Template.

​Validation:

Generate a Quote document and confirm that the Additional Documents are included as

attachments.

​Requirement Overview:

The C-LID-L product (Lid) should only be selectable if the C-STOR-L product (Container) is included in

the bundle.

​Key Configuration:

The Constrained Option field identifies the dependent option in an Option Constraint.

In this case, C-LID-L is the constrained option.

​Steps to Configure:

Navigate to the Option Constraint record.

Set C-LID-L as the Constrained Option.

Set C-STOR-L as the Constraining Option.

​Validation:

Add the bundle to a Quote and verify that C-LID-L is only available when C-STOR-L is selected.