Industries-CPQ-Developer Practice Exam Questions with Answers Salesforce Certified Industries CPQ Developer (Ind-Dev-201) Certification

To create a bundle of products with child products that are discounted in Salesforce Industries CPQ, you would typically manage the discounts at the price list level where the price list entries of those child products are located. By adjusting the pricing directly in the price list entries, you can apply specific discounts to each child product individually. This approach allows for centralized control of pricing and ensures that the discounts are consistently applied regardless of how the bundle is configured or where it is sold.

To change the configuration of a line item in the Vlocity Cart, the following method is used: B. Click the cart line item Actions menu and select Configure. This option allows the user to modify the configuration of a product directly from the cart interface, adjusting attributes or selections as needed without having to delete and re-add the product.

In Salesforce Industries CPQ's Guided Selling, CpqAppHandler is the class typically used for remote methods. This class includes functions that are designed to handle complex interactions with the CPQ application, facilitating various backend processes necessary for the CPQ workflow. These remote methods could include anything from managing the cart, handling pricing calculations, to updating product configurations, making it integral to the seamless operation of guided selling scenarios.

• C. Includes a configure-price-quote component: The Communications Cloud offers a robust configure-price-quote (CPQ) component, which is integral to managing the complex pricing and configuration needs typical in the telecommunications industry. This CPQ solution supports multi-layered product configurations, bundled offers, and dynamic pricing, essential for both consumer and business segments.

• A. True: Once an entity filter is created in Salesforce Industries CPQ, it becomes available for use across any rules that need it. This allows for the reuse of filters in different rule scenarios, streamlining the rule creation process and ensuring consistency across various rule applications.

To ensure that the most recent price updates are reflected in the Digital Commerce API response, the developer should run the "Populate API Cache job." This job is crucial because it refreshes the cached API data, including prices, ensuring that any updates to product prices are accurately reflected when the API is queried next. The Populate API Cache job replaces the outdated cache with new, updated information from the database.

In the context of Configuration/Validation Advanced Rules within Salesforce Industries CPQ, the type of actions that can be used include: A. Restriction: This type of action is used to enforce certain conditions or constraints within the configuration process. Restrictions can prevent users from selecting incompatible options or configurations that do not meet certain criteria, ensuring the validity and operational feasibility of configured products.

The purposes of the CPQPartition platform cache in Salesforce Industries CPQ are multifaceted, focusing primarily on enhancing performance and efficiency. The cache stores a streamlined version of the product hierarchy, allowing for faster access and navigation within the CPQ tool, which is crucial during complex configuration processes. Additionally, it consolidates the product attribute list, which ensures good performance by minimizing the overhead needed to fetch these details repeatedly during product configuration sessions. This helps in maintaining a responsive user experience by speeding up read operations and reducing the time taken to load and interact with CPQ data.

Before building a promotion, it is crucial to answer the following questions:

• A. How long is the subscription commitment for the promotion?: Understanding the duration of the subscription commitment helps in defining the terms of the promotion and ensures that promotional offers align with customer expectations and business goals.
• C. What billing system is used for each product?: Knowing the billing system for each product included in the promotion is essential for seamless integration and operation. It ensures that all transactions are processed correctly and aligns the promotional terms with the capabilities and constraints of the billing system in use.

These questions help in structuring promotions that are not only attractive to customers but also viable and sustainable from a business operation perspective, ensuring they can be supported by the existing technical and administrative frameworks.

When a child product's price has been adjusted and the display text is unclear in Salesforce Industries CPQ, the most likely consequence is: B. The price adjustment may not be understood: If the display text does not clearly communicate the nature of the price adjustment, it can lead to confusion about why the price differs from expectations or base pricing. This can affect the transparency and trust in the pricing process.

Ensuring clear and understandable display text for pricing adjustments is essential to maintain clarity and confidence in the sales process.

References:

• Salesforce Industries CPQ Best Practices for UI.
• Documentation on product pricing and adjustments in Salesforce Industries CPQ.

Discounting a product's price by 20% requires a calculation that uses the product's original price. This calculation involves determining what 20% of the current listed price is and then subtracting that amount from the original price to arrive at the discounted price. This method ensures that the discount is proportional to the product's price, maintaining a consistent and fair pricing strategy across different products and pricing levels.

• A. Pricing element adjustment: A pricing element adjustment often involves calculations that directly utilize the base price of a product. These adjustments modify the base price to finalize the selling price based on various factors such as customer segment, purchase volume, or promotional offers.

• A. True: A compound filter in Salesforce Industries CPQ does indeed chain together an internal evaluation filter with a qualification filter. This structure allows for complex filtering logic that first assesses internal criteria before applying external qualifications, enhancing the precision and effectiveness of the filtering process.

In Vlocity Context Rules, when creating a source expression in a context mapping, the correct format to reference an sObject field is %%field%%. This format is used within the Vlocity platform to dynamically insert the value of a field from the context into the rule or mapping. This syntax allows the context rule engine to correctly interpret and retrieve the necessary data from the Salesforce object model, ensuring accurate and relevant rule processing based on the current transactional context.

In the context of Salesforce Industries CPQ and OM, when an order is canceled and a supplemental order needs to be created, this is done similarly to creating any new order. However, the specific distinction for a supplemental order lies in setting the OrderType field to "Supplemental" from the picklist. This categorization helps in managing and tracking these orders separately, ensuring they are handled correctly through the order fulfillment and management process.

• A. True: The expression mode set for a rule set in Salesforce Industries CPQ determines how multiple child rules within that set are applied. The expression mode can dictate whether the rules are applied in an "all must pass," "any can pass," or other logical configurations, affecting how the rules interact and the outcomes of their application.

If a promotion does not appear in the Promotions list of the cart in Salesforce Industries CPQ, several factors could be responsible:

• The Effective From date of the promotion is missing (A): A missing effective date means that the promotion does not have a defined start time, which can prevent it from appearing in the list.
• The Effective Until date of the promotion is in the past (B): If the effective until date is already past, the promotion is considered expired and will not be displayed.
• The promotion status is not active (C): For a promotion to be available and visible in the cart, its status must be set to active. An inactive status will hide the promotion from users.

These conditions are essential for managing the lifecycle and visibility of promotions within the CPQ system, ensuring that only current and relevant promotions are available for selection.

The primary reason to apply an entity filter to an action in Vlocity Rule Builder is:

• A. To qualify each action applied during rule processing: Entity filters are used to define conditions under which specific actions should be executed during the rule processing phase. This ensures that actions are only taken when relevant, based on the specific attributes or status of entities involved in the process.

When creating a new context rule for a B2B product that spans the full sales cycle (from opportunity through quote, order, to asset), the appropriate context scope to select is Order, Quote, Opportunity, and Asset. This scope ensures that the context rule applies consistently across all stages of the sales and post-sales process, providing a uniform set of conditions and behaviors regardless of the sales stage. Using this comprehensive scope ensures that the rule's effects are applied seamlessly as the transaction progresses through different phases, maintaining consistent business logic throughout the cycle.

In Salesforce Industries CPQ, attribute-based pricing can be implemented using: B. Product Configuration Procedure: This allows for pricing adjustments based on the attributes selected during the configuration of a product. It is crucial for determining how product features and options impact the final price. D. Calculation Procedures & Matrices: These are used to define complex pricing logic that can depend on multiple attributes of a product. Calculation procedures and matrices enable the system to calculate prices dynamically as attributes are selected or changed, making it ideal for attribute-based pricing strategies.

Together, these features allow developers to set up dynamic pricing models that adjust based on specific configurations and attributes chosen by the customer, offering a high degree of flexibility and precision in pricing complex products.

To control the availability of attribute picklist values based on other attributes within a product configuration, a developer should use the Context Rules Framework. This functionality allows developers to set conditions and rules that include or exclude certain options based on the values of other attributes. For instance, selecting a particular attribute value can dynamically limit the choices available in another attribute, ensuring that only relevant and compatible configurations are possible.

For a B2C website designed to handle high traffic and enable customers to purchase products online, the most appropriate API type to use is the Digital Commerce APIs. These APIs are designed specifically for digital commerce scenarios, supporting scalable, self-service interactions directly with customers through a digital channel. They handle product browsing, cart management, and checkout processes efficiently, even under the significant load of several million API calls, which can occur during new promotions. Digital Commerce APIs are optimized for high-volume, public-facing websites and applications, making them ideal for the scenario described.

• B. FetchAccountDetails: While the name might suggest it is for fetching details, in the context of Salesforce Industries CPQ, the FetchAccountDetails procedure can be responsible for creating accounts if configured to do so. This involves retrieving account details from an external system and updating or creating the account in Salesforce based on the retrieved data.

Vlocity CME (Communications, Media, and Energy) offers robust order management functionalities that are essential for handling complex customer interactions:

• A. Asset Based Ordering (ABO) - This functionality allows for management and modification of customer assets directly from the order interface, facilitating the management of existing services and equipment.
• B. Move/Add/Change/Delete or Disconnect (MACD) orders - Vlocity supports MACD functionality, which is crucial for managing lifecycle changes in a customer’s services and subscriptions, allowing for flexibility in service management.

It is true that the discount of a child product's price in a promotion can expire before the promotion ends. This scenario can occur if the discount terms are set with a specific expiration date that is earlier than the overall promotion end date. Such configurations allow for dynamic pricing strategies where discounts may be offered on a limited basis while the broader promotion may continue with different incentives or pricing structures.

Product models in Vlocity and Salesforce Industries CPQ are often aligned with the TMForum SID (Service Information Diagram) framework. This framework provides a comprehensive, industry-agreed blueprint that facilitates clear communication and efficient business processes across various systems and between stakeholders in the telecommunications sector.

• TMForum SID: It is designed to standardize the definitions of services and resources across the enterprise and external service providers, which is critical for the telecommunications industry to ensure consistency and interoperability.

In Salesforce Industries CPQ, entity paths are not required for root scopes. Root scopes inherently refer to the highest level of data context in a model, from which all other scopes derive their context. Therefore, setting an entity path for root scopes is unnecessary as they are already at the highest or base level of the data hierarchy.

The Tightest Match calculation method in Salesforce Industries CPQ considers multiple conditions and applies the following rules:

• AND rule conditions: The weights of all met conditions are summed together. This aggregation is used to determine the overall applicability and strength of the rule when all specified conditions are met.
• OR rule conditions: The highest weighted value among the met conditions is selected. This approach is used when any of the specified conditions suffice for the rule to apply, prioritizing the condition with the greatest significance as indicated by its weight.

This method ensures that the rule application is both comprehensive and precise, appropriately reflecting the importance and impact of different conditions in complex decision-making scenarios.

In Salesforce Industries CPQ, specifically within the Vlocity framework, product images can indeed be managed either by URLs pointing to online images or through files uploaded to the Salesforce Documents. This flexibility allows users to easily manage and update product images in a manner that best suits their operational setup, enabling more dynamic and visually engaging product catalogs.

• A. Each promotion must apply to the same bundle: If you want multiple promotions to apply to the same bundle of products, each promotion must be configured to target that specific bundle. This allows the system to correctly identify and apply each promotion to the bundle as intended, ensuring that all applicable promotional discounts or benefits are properly accumulated or layered.

In Salesforce Industries CPQ, a picklist name is not only used during the design-time for setup but can also play a role at runtime. While the name itself might not be directly visible to customers, the values it represents are crucial during runtime as they appear in the user interface. Customers interact with these picklist values when making selections or configuring products, hence it's incorrect to say the picklist name is used only at design-time.

In Salesforce Industries CPQ, an attribute binding is used to link an attribute to a pricing variable. This linkage is essential for dynamically adjusting prices based on specific attributes of a product or service. For instance, an attribute like 'color' or 'size' can be bound to a pricing variable to modify the price according to the selected options by the customer.

In this scenario, the discount offered by the customer service representative (CSR) to Sarah is a contract-based discount. This type of discount is applied as part of an agreement or contract renegotiation in response to a specific issue or to retain a customer, in this case, due to dissatisfaction with the service. The discount applies to future billing cycles (12 months), indicating it modifies the terms of the ongoing service contract rather than just a single order or account-wide policy.

• B. Values for caching
• D. Default Value: These two properties are crucial when configuring a context dimension for a rule in a Digital Commerce guided selling experience. If either the values for caching are not set correctly or the default value is missing or improperly configured, it can lead to issues during the API cache job. Properly setting these properties ensures that the caching mechanism can correctly interpret and store the necessary data for the context dimension, supporting efficient rule execution.

When a search is performed on the product list in the Vlocity Cart, typically the fields that are queried include: A. Product Name: This is a common search field as it allows users to find products based on their names. B. Product description: This field helps in searching for products based on descriptions which might contain key features or benefits. C. Product Code: Often used for searching, especially when users know the specific code or SKU of the product they are looking for.

These fields are commonly indexed and searched to facilitate quick and efficient product lookup in dynamic sales environments.

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• E. All of the Above: The Product Console in Salesforce Industries CPQ allows for the management of various entities, including Picklists, Product Attributes, Object Types, and Products. This comprehensive tool is designed to centralize product management tasks, making it easier to update and maintain product-related information.

Adjusting the price of a product for a promotion in Salesforce Industries CPQ does not necessarily require you to run maintenance jobs to update the product hierarchy and platform cache. Price adjustments can typically be handled through configuration changes that are dynamically reflected in the platform without the need for such maintenance tasks. The system is designed to handle these changes efficiently, updating relevant data as required without manual intervention to maintain system performance and accuracy.

The prices in the selectable Product List in the Cart for Salesforce Industries CPQ are calculated using active pricing rules and related calculation matrices. This approach allows for dynamic pricing that can adjust according to various factors such as quantity, customer segment, or specific promotional conditions. The use of pricing rules and matrices ensures that the pricing displayed is always accurate and relevant to the specific conditions and configurations of the customer's selections.

In Vlocity Cart, products with a default quantity cardinality of 0 are represented as a line item with a quantity of 0. This presentation method clearly indicates that no units of the product are initially included in the order, but it allows users to add the product by adjusting the quantity as needed.

• As a line item with a quantity of 0: This method provides visibility to the product while accurately reflecting its default state of not being included unless specifically added by the customer.

In Salesforce Industries CPQ, a context key is used primarily within Digital Commerce APIs to describe the customer during rules processing. This allows the system to tailor the application of business rules based on specific customer attributes or other contextual factors. Context keys serve as identifiers that influence rule execution to customize the experience or offerings for different customer segments, helping in dynamic adjustments such as pricing adjustments, visibility of certain product options, or promotions based on the customer's profile or behaviors.

• B. Check the Do Not Assetize property in the Cart's line Item configuration window
• C. Check the Is Not Assetizable property: Both of these properties control whether a product becomes an asset upon purchase. The Do Not Assetize property can be configured in the line item configuration within the cart to prevent assetization for specific sales. Similarly, setting the Is Not Assetizable property at the product level ensures that the product cannot be assetized regardless of how it is sold or configured in orders.

In Vlocity's context rules, the purpose of a rule set is:

• A. To contain one or more context rules in a set that can be assigned to products, promotions, or price list entries: A rule set groups multiple context rules that can be applied to different elements within Salesforce Industries CPQ. This grouping enables complex logic to be managed and reused effectively.

• C. By showing only available and eligible products for customer purchase: Salesforce Industries CPQ's order capture helps ensure a perfect order by displaying only those products that are available and eligible for the customer to purchase. This reduces errors and inefficiencies in the order process, ensuring that customers only see and can order products that meet their specific requirements and are currently available.

• C. By clicking the Price Details icon on the line item: Users can understand changes to pricing applied in the cart by clicking the Price Details icon associated with each line item. This action reveals a detailed breakdown of the pricing, including any adjustments, discounts, or special charges that have been applied, providing transparency and clarity on how the final price was calculated.

In Vlocity, or Salesforce Industries CPQ, the cart configuration requires a Price List record ID to display a product list. This ID is crucial because it determines the pricing applicable to the products presented to the user based on the specific pricing configuration and eligibility. The cart leverages this ID to fetch the correct pricing information associated with each product, ensuring the displayed prices are accurate and tailored to the customer or the context of the sale. This process is integral to the dynamic pricing capability of Salesforce Industries CPQ.

To create a quote from an existing asset in Salesforce Industries CPQ, you can utilize the "Change to Quote" action button. This feature is designed to streamline the process of generating new quotes based on existing assets, thereby facilitating upselling, contract renewals, or modifications. This action converts the details and configurations of an existing asset into a quote, allowing for efficient re-use of existing data and ensuring consistency in customer engagements.

To indicate that a child product of a promotion is decreased by $5.00, you would use an "adjustment." An adjustment in this context refers to a direct modification of the product's price by a specific amount, in this case, reducing the price by $5.00. This type of pricing adjustment is straightforward and effective for applying specific monetary discounts to products within a promotion, providing clear and direct financial incentives to customers.

The statement that the ProductAttributesBatchProcessor job copies the filterable product attributes across the product catalog to a specialized cached sObject for use in Vlocity Cart is false. The job typically associated with handling filterable product attributes for Vlocity Cart is different. The ProductAttributesBatchProcessor is more commonly linked to processing and updating bulk product attributes within the system but not specifically for caching purposes in relation to the cart functionality. It's essential to use the correct batch job names and their functions when configuring and maintaining Salesforce Industries CPQ setups to avoid misconfigurations and to ensure system efficiency.

In Salesforce Industries CPQ, a price list: A. Is always associated with a price book: Price books contain one or more price lists, which in turn include specific pricing information for products. C. Contains price list entries: These are specific entries in a price list that define the price of products under various conditions. D. Can be a parent price list or child price list: This allows for hierarchical pricing structures where a parent price list can influence or control pricing in associated child price lists.

This structure supports flexible, multi-level pricing strategies that can adapt to different business needs and market conditions.

References:

• Salesforce Industries CPQ Pricing Documentation.
• Detailed guidelines on setting up and managing price books and price lists in Salesforce Industries CPQ.

Evaluation entity filters are not used merely as "internal filters" for qualification entity filters. Instead, evaluation entity filters and qualification entity filters serve different roles within Salesforce Industries CPQ. Evaluation filters are used to process and evaluate data across different contexts and entities based on specific criteria, while qualification filters determine eligibility or appropriateness of specific entries for tasks or promotions, functioning independently of evaluation filters.

• D. Attribute Lookup Field Name: When evaluating product attribute values within entity filters in Salesforce Industries CPQ, it is essential to set the 'Attribute Lookup Field Name'. This property specifies the exact attribute to be evaluated by the filter, enabling the system to correctly apply the defined conditions to the relevant product attribute.

In the line item configuration window of Vlocity Cart, the information that can be modified includes:

• Service account (A) and Billing account (B):

Vlocity Cart can be invoked for the following sObjects in the order capture process:

• Account, Quote, and Order (D): These sObjects represent key stages and elements of the sales process where the Vlocity Cart is applicable. The cart can be used to manage product selections and configurations directly related to accounts, prepare quotes, and finalize orders.

• B. Simple: When adding a condition in the context rule framework of Salesforce Industries CPQ, the "Simple" option allows you to select a context dimension. This option facilitates the straightforward application of predefined criteria or attributes, making it easier to configure rules based on specific, easily defined parameters.

To meet the requirements specified by Felix, the easiest and most effective solution is to use the Auto-Add and No Delete flags for the child product within a product bundle. By setting the Auto-Add flag, the child product is automatically added to the cart whenever the parent product is selected. The No Delete flag prevents users from removing the child product from the bundle once it is in the cart. This combination ensures the child product is always included and retained in the bundle as required, without needing complex configuration rules.

In Salesforce Industries CPQ, components of a pricing element include: A. The price category: This categorizes the pricing logic applied, such as standard pricing, promotional discounts, or custom pricing. C. The charge (amount): This is the actual price or cost associated with the pricing element, whether it's a fixed amount, a percentage discount, or any other price adjustment.

These elements are critical in defining how prices are structured and applied within Salesforce Industries CPQ, ensuring clear pricing strategies are maintained across products and sales.

References:

• Salesforce Industries CPQ Pricing Configuration Guide.
• Detailed descriptions of pricing elements in Salesforce Industries CPQ documentation.

In Salesforce Industries CPQ, when a product has both Context Rules and Advanced Rules configured, the Context Rules are enacted first at runtime. Context Rules are designed to assess and apply based on the broader scenario or context in which a product is being sold, such as customer segment or geographic region. These rules help determine the applicability and availability of products before more granular pricing or configuration logic via Advanced Rules is applied.

In the scenario where Felix, the Vlocity CPQ Administrator, needs to handle a new version of a wearable tech product with different available colors, the best approach is to create a new color picklist, and when creating the new product entry, override the attribute picklist that is inherited from its Wearable object type. This method allows for specific customization of the product without altering the existing setup for other products that share the same object type.

• Create a new color picklist and override the inherited attribute: This approach maintains the integrity of the existing products and allows new products to have unique attributes that reflect their specific variations.

The best use case for utilizing the Discounts functionality in Salesforce Industries CPQ is to manage quantity-based discounts. This functionality allows for automatic application of discounts when the quantity of a product ordered reaches certain thresholds. This is particularly useful for incentivizing bulk purchases and efficiently managing pricing adjustments based on volume, which is common in both B2B and B2C scenarios.

In Vlocity Context Rules, the initialization policy is specified in the "Context mapping" section. Context mapping defines how different data fields are used to initialize and apply context rules within the system. This setup helps in determining how rules are triggered based on specific conditions or scenarios, which is crucial for applying business logic in promotions, pricing adjustments, and other configurable elements within Salesforce Industries CPQ.

The logic to call and execute rules in Vlocity CPQ is encapsulated within the "implementation" of those rules. The implementation refers to the underlying mechanisms—often code or configured logic—that determine when and how rules are triggered and executed. This setup allows rules to be contextually activated based on specific conditions met during transactions, ensuring that rule logic is applied only when relevant, thus maintaining efficiency and effectiveness in rule execution.

In Salesforce Industries CPQ, a product does not necessarily require a base price to appear in the cart. The CPQ system allows products to be added to the cart even if they do not have an explicitly defined base price; this is useful in scenarios where products are priced dynamically based on configurations, usage, or through custom pricing methods that are applied during the sales process. This functionality supports more flexible pricing strategies and complex product offerings.

• C. Vlocity CMT Administration: To populate the API cache in Salesforce Industries CPQ, you typically use the Vlocity CMT (Cloud Management Tool) Administration interface. This tool provides the necessary functionalities to manage and configure API caching, allowing for efficient data handling and improved system performance.

To change the base price of a child product in a promotion to a different price, you would use an "override". Overrides allow you to set a specific price for a product within a promotion, disregarding its listed base price. This functionality is essential for promotions where special pricing is a key aspect of the sales strategy, providing flexibility to offer promotional pricing that may differ significantly from the standard pricing.

To ensure a perfect order in the cart, rules should execute in a sequence that maintains logical dependencies and data integrity. The correct sequence is:

• Context Rules Framework: First, establish the context for the transaction based on customer data and product selection. This sets the stage for more detailed rule application.
• Compatibility Rules Framework: Next, ensure that the selected products are compatible with each other. This prevents conflicts in the cart and helps in maintaining a coherent order structure.
• Advanced Rules Framework: Finally, apply advanced rules that may include dynamic pricing adjustments, promotions, or complex business logic. This layer refines the order to meet specific business objectives and customer needs.

This sequence ensures that each rule framework builds upon the data and decisions of the previous step, leading to a consistent and accurate order process in the cart.

In Salesforce Industries (Vlocity) document templates, document sections can be conditionally included based on Advanced Entity Filters and Merge Codes. Advanced Entity Filters allow the template to include or exclude sections based on specific data points or criteria related to the entities being used in the document (e.g., customer data, product types). Merge Codes are placeholders in the template that dynamically pull in data or content based on the underlying data model and specific conditions, allowing for highly customized and relevant document generation.

In the context of Vlocity CME, to regenerate the JSON attribute fields for all products in your product catalog, the job to run is:

• A. EPCProductAttribJSONBatchJob: This job is specifically designed to handle the regeneration of JSON attribute fields within the product catalog. It can typically be accessed in training environments such as those provided by Vlocity University through the "Process Attributes" button. This job processes the attributes and ensures they are up-to-date and correctly formatted, which is vital for maintaining the functional integrity of product configurations.

In Salesforce Industries CPQ, product images typically appear in the Cart's Line Item pane. This placement allows users to visually confirm the products they are selecting as they build their order within the cart. Displaying images here enhances user experience by providing a clear and immediate visual reference for each product as part of the order summary and detail review process.

To avoid passing large sets of items to the configuration rules and the pricing engine in Salesforce Industries CPQ, the custom settings that need to be set to true are: B. Cache APIFields: Enabling this setting helps in reducing the data load by caching necessary API fields, thereby minimizing the data processed during configuration and pricing operations. D. DeltaValidate: This setting, when enabled, ensures that only delta changes are validated, reducing the processing load by not re-validating unchanged data.

These settings optimize the performance of the configuration and pricing engines by limiting the amount of data they need to process, thus improving efficiency and response times.

References:

• Salesforce CPQ Custom Settings Documentation.
• Performance Optimization Techniques in Salesforce Industries CPQ.

• A. Configure: Part of setting up products and services to meet customer needs.
• B. Basket: Represents the collection phase where customers add items they wish to purchase.
• D. Payment: Involves the transaction process where customers provide payment information.
• E. Submit: The final confirmation and submission of the order.
• F. Checkout: The phase where the customer finalizes their selections and proceeds to payment and order submission.

To differentiate pricing for a product like a smartphone between B2B and B2C customers, the best approach is to assign the product to a pricebook and create two pricebook entries. This strategy allows for distinct pricing structures to be maintained within the same organizational framework, using separate pricebook entries to specify the $999 price for B2B customers and the $900 price for B2C customers. This setup leverages Salesforce’s native functionality to manage differentiated pricing strategies efficiently within its CPQ system.

Rules in Salesforce Industries CPQ are triggered when the "Validate Cart" button is clicked. This mechanism ensures that all the business rules and validations are enforced at a critical point in the transaction process, specifically when finalizing the configurations and selections in the cart.

• When the "Validate Cart" button is clicked (D): This trigger is crucial for ensuring that the cart meets all business, product, and regulatory requirements before proceeding to checkout or final approval, providing a safeguard against incorrect or incomplete configurations.

The issue with the new product not appearing in the product list despite being configured in the cart is most likely due to the Selling Start Date being set to a future date. In Salesforce Industries CPQ, a product set with a future Selling Start Date will not be available in the product list until that date arrives. This is designed to prevent premature selling of products that are not yet intended to be available to customers, such as products pending release or promotional items timed for future events.

• A. True: Historically, telecommunications companies have faced the challenge of lengthy onboarding processes for new hires due to the complex nature of the industry and the detailed knowledge required. This includes understanding diverse service offerings, regulatory requirements, and sophisticated technology platforms.

The "Take Me There" icon in Vlocity Cart is designed to streamline the configuration process within the cart. When a user clicks this icon, it navigates them directly to the Line Item Details Modal. This feature is particularly useful in complex configurations where specific line items require additional information or selection choices. The modal not only brings the user to the correct location for making these configurations but also highlights the specific lines that need attention, thereby reducing the effort and time required to identify and address configuration issues.

Entity Filters in Salesforce Industries CPQ apply multiple conditions using the AND condition:

• B. Using the AND condition - When setting up entity filters, conditions are combined using AND, meaning all conditions must be met for the filter to apply. This allows for precise control over when rules are triggered based on multiple attributes or requirements.

For filtering product attributes in Salesforce Industries CPQ using Entity Filters, it is true that the API name of the JSONAttribute field must be specified in the Attribute Lookup Field Name. This is essential because the Entity Filter uses this field name to correctly identify and apply filters to the specific attributes within the product data structured in JSON format.

• A. Price the child products as zero and assign a flat rate to the parent product: This is a common method for pricing bundles in Salesforce Industries CPQ, where child products within a bundle may be priced at zero, and the total price is assigned to the parent product. This simplifies the pricing structure, making it clearer for customers and easier to manage in terms of billing and sales analysis.

Configuration/Validation Rules in Salesforce Industries CPQ do not strictly define relationships between two products, rather, they are used to ensure that the configurations within a quote or cart are valid. These rules are applied to validate individual product options or combinations, but do not establish direct relationships between separate products. Therefore, the statement is false.

To allow a user to modify an attribute in the Cart's configuration window in Salesforce Industries CPQ, a developer must set the "Run-time Configurable property" for that attribute. This property enables the attribute to be edited during the configuration process within the cart, providing flexibility to the end-user to customize product specifications or choices directly from the cart interface. This is crucial for scenarios where product configurations need final adjustments before completing the order.

The buttons in the top right of the cart header in Vlocity Cart are configurable elements within the Salesforce Industries CPQ setup:

• C. Buttons defined in the cpq-cart-setup template - These buttons are defined within the cart setup template, allowing for customization according to specific business processes or user interface needs. This setup ensures that the buttons can perform the required actions directly from the cart, enhancing user experience and functionality.

When Felix, a Vlocity CPQ administrator, finishes creating a new product bundle with child products in the shared product catalog, he must ensure that the product bundle displays correctly in the Vlocity Cart. To do this, he needs to first run the Product Hierarchy Maintenance job. This job updates the system’s understanding of product relationships and hierarchy, which is critical when new bundles and product relationships are established. Following this, he should run the Refresh Pricebook job, which updates pricing information across the system to reflect any changes or new additions. This sequential process ensures that both the structural and pricing aspects of the new product bundle are correctly integrated into the CPQ system.

• B. The Order Id: After submitting an order using a reference application in Salesforce Industries CPQ, the confirmation message should ideally include the Order Id. This identifier is crucial as it helps both the customer and the service provider track the order throughout its processing lifecycle, enabling easier management and follow-up.

Before you can create a product attribute in Vlocity, it is necessary to create an attribute category first. Attribute categories organize attributes into logical groups, making it easier to manage and apply them across various products. This categorization is crucial for maintaining structure and relevance in attribute management, especially when dealing with a large number of attributes across different products in Vlocity CPQ.

In Salesforce Industries CPQ, when creating a custom pricing plan step for attribute-based pricing in the Default Pricing Plan, it is most effective to place the step between Sequence 30: Initialize Pricing Variables and Sequence 40: Apply Offer Adjustments. This placement allows the custom step to utilize initialized pricing variables effectively and apply these before any offer adjustments are made. By sequencing it in this manner, the custom pricing logic can accurately reflect the attribute-based conditions before the system calculates the final adjustments based on promotions or other pricing offers.

To ensure that a new product is properly displayed in the shared catalog and can be added to the cart, the following conditions must be met: A. The product must have a price list entry: This is crucial for the product to have a defined price which is necessary for purchase. B. The Active property must be checked: This property ensures that the product is currently active and available for sale. C. The Orderable property must be checked: This indicates that the product can be ordered, which is essential for the product to be added to the cart.

These conditions ensure that the product is correctly set up in the catalog and can be interacted with by customers through the cart system.

• Removes the promotion, but nothing else: When a promotion is deleted with a "deep delete" in Salesforce Industries CPQ, it specifically targets the removal of the promotion itself from the cart or configuration without affecting other items, products, or unrelated promotions that are also present in the cart. This ensures that only the specific promotion and its direct effects are eliminated, maintaining the integrity of the remaining cart contents.

In Salesforce Industries CPQ, when building an Advanced Rule using the Vlocity Rule Builder, the four components include:

• Rule Header (A) - This defines the basic information about the rule, including its name and description.
• Variables (C) - Variables are used to store data that can be reused within the rule. They help in making the rules dynamic and flexible.
• Rule Actions (E) - These are the actions executed when the conditions of the rule are met. Actions can modify data, trigger events, send messages, etc.
• Rule Filters (F) - Filters define the conditions under which the rule actions are executed. They specify the criteria that must be met for the rule to apply.

References: The components are standard in Salesforce Industries CPQ documentation on creating Advanced Rules with the Vlocity Rule Builder.