Salesforce Industries-CPQ-Developer Salesforce Certified Industries CPQ Developer (SU24) Exam Practice Test

• D. Context Rule: For a developer managing a very large catalog, such as one with over 5 million products, implementing a Context Rule is often the easiest approach. Context Rules allow for broad application across multiple product categories based on specific criteria defined in the rule’s context, such as customer segment, geographic location, or other relevant factors. This can efficiently apply a single rule across an extensive catalog without the need to individually configure each product.

To launch the Guided Selling process in Salesforce Industries CPQ, you can: A. Create a Vlocity action to trigger the process: This method involves setting up a specific action within Salesforce that initiates the OmniScript of the Guided Selling process. This is typically done by configuring a custom action that can be activated from a UI element like a button or a link.

This approach is preferred because it allows for flexible integration into various parts of the Salesforce UI, making it accessible where needed and can be customized to trigger under specific conditions or contexts.

References:

• Salesforce Industries CPQ Developer Documentation.
• Practical examples of setting up actions for Guided Selling in Salesforce Industries CPQ training modules.

• D. The display text to show the starting price: When you want to show a starting price for a bundle that includes optional child products, the most straightforward adjustment you can make is to the display text associated with the bundle's pricing. This allows you to communicate to customers that the price shown is the base or starting price, which may increase depending on the selected options or configurations of child products.

In Salesforce Industries CPQ's Guided Selling, the vlcCart serves as both a persistent component and the shopping cart. As a persistent component, it maintains state across different user interactions within the session, ensuring that all cart-related data remains consistent as the user adds or modifies items. As the shopping cart, it is the central element that holds all the products and configurations the user is considering, managing calculations such as pricing and discounts dynamically.

• 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, 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.

During the order capture process in the Cart within Salesforce Industries CPQ, the attribute category field that displays at run-time is: B. Display Name: This field is used to present a user-friendly name for an attribute category during configuration, helping users understand the options and choices available more clearly. The display name is designed to be visible and informative during the configuration steps in the cart.

These answers provide a verified understanding based on typical configurations and functionalities within Salesforce Industries CPQ.

To take 20% off the price of a child product in a promotion, you would use an "adjustment." Adjustments in Vlocity CPQ allow for the modification of prices by a percentage or fixed amount, directly influencing the price based on specific promotional rules or conditions. This method is highly effective for applying discounts in a dynamic and flexible manner, accommodating various promotional strategies.

To limit the ordering of a product bundle to the specific dates between January 5th and January 31st, the following configuration is most appropriate: C. Set the Selling Start Date to January 5 and the Selling End Date to January 31: This configuration directly restricts the availability of the product for purchase to between these specific dates, aligning precisely with the product manager's requirements.

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.

In Salesforce Industries CPQ, an Advanced Rule can have multiple filters to define its conditions and actions based on those conditions:

• B. 1 or more - Advanced Rules in Salesforce Industries CPQ can include one or more filters. These filters determine the conditions under which the rule applies. The ability to use multiple filters allows for complex rule configurations that can handle various business scenarios.

In Guided Selling interactions within Salesforce Industries CPQ, retrieving products filtered by object type can efficiently be handled using a DataRaptor. DataRaptors are powerful tools designed to extract, transform, and load data specific to Salesforce and Vlocity. By setting up a DataRaptor to filter data based on the Type field or any specific criteria related to object types, users can dynamically pull relevant product sets into the guided selling process, enhancing both user experience and system performance.

• B. Opportunity to quote to order to asset: The correct flow in the order capture process within Salesforce Industries CPQ involves moving from an opportunity, where potential sales are identified, to creating a quote, which outlines the terms and pricing. Once the quote is accepted, it is converted into an order, and finally, once the order is fulfilled, the products involved in the transaction are recorded as assets in the customer's account.

• 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 Salesforce Industries CPQ, when pricing bundles, there are multiple strategies you can employ:

• Assigning the parent product a zero price and managing pricing entirely through the child products. This approach is often used when the value of the bundle is derived solely from its components.
• Assigning a price to the parent product and setting the prices of the child products to zero. This strategy might be used when the parent product's price encompasses the total value of the bundle, and the child products are considered included or complimentary.

These methods offer flexibility in how bundles are presented and priced, allowing businesses to tailor their pricing strategy to match their sales and marketing objectives.

When using range attribute-based pricing in Salesforce Industries CPQ, the values for each pricing range are specified in the columns of the RangeAttributePricingMatrix. This matrix structure allows for detailed definition of pricing ranges based on specific attributes of a product. Each column can define a range or a specific attribute value, and corresponding pricing adjustments or base prices are defined alongside these values. This setup facilitates complex pricing strategies that vary according to a product's attributes, such as quantity, size, or custom specifications.

The supported data types for context dimensions in Vlocity include Text, DateTime, and Integer. These data types are essential for defining the properties and characteristics that can be used to apply context rules:

• Text: Allows for the inclusion of alphanumeric characters which can be used for categorization or identification.
• DateTime: Useful for rules that depend on date and time conditions, such as promotions that are time-sensitive.
• Integer: Supports numerical values which are often used for quantitative conditions like thresholds or limits. These data types ensure that administrators can construct context rules that are capable of handling a variety of scenarios in a targeted and effective manner.

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.

• C. Commercial Products: Commercial products represent the marketable items available to customers, which are typically included in a shared catalog.
• D. Technical Products: These are items that support the commercial products, often not visible to the customer but crucial for service delivery and product configuration.
• E. Orchestration Plans: Orchestration plans, which define the steps and processes to fulfill and manage orders, are also typically part of the shared catalog in Salesforce Industries CPQ.

Vlocity Cart displays the following five fields in the Line Item Cart pane:

• Quantity, Recurring Charge, Recurring Total, One Time Charge, One Time Total (A): These fields are crucial for providing detailed financial information about each line item:

• B. False: The Salesforce Industries Process Library is not primarily a training portal but a repository that provides process templates and best practices specific to Salesforce Industries solutions. While it does support learning and adaptation of Salesforce Industry Cloud products, its main purpose is to facilitate the implementation and customization of industry-specific processes rather than formal training.

• A. True: A promotional coffee mug is a typical example of a product that does not require asset tracking after it has been delivered to the customer. As such, it is a good candidate for non-assetization because it does not generally require ongoing service or updates.

• B. The price category
• D. The charge (amount): Parts of a pricing element in Salesforce Industries CPQ include the 'price category', which classifies the type of pricing or charge being applied (like base price, discount, surcharge), and the 'charge' itself, which is the specific amount of money associated with the pricing action. These components are critical for defining and applying pricing logic in the system.

When Vlocity Cart builds the product list, the type of rule that is processed first is:

• Advanced Rule - Eligibility (C): This type of rule determines whether a customer is eligible for a product based on certain criteria such as customer attributes or service qualifications. Processing eligibility rules first ensures that only relevant and permissible products are presented to the user, streamlining the product selection and configuration process.

In the context of telecommunications companies, non-centralized data presents significant business challenges. This dispersion can lead to inconsistencies in data handling, difficulties in data analysis, and barriers to providing unified customer experiences. Centralizing data helps in improving data accuracy, enhancing customer service, and streamlining operations, which is essential for companies dealing with large volumes of customer interactions and transactions.

• 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.

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.

The Vlocity Enterprise Product Catalog (EPC), part of Salesforce Industries, offers several benefits but particularly:

• A. Integrates the end-to-end ecosystem by combining a complete product, service, and resource model: EPC integrates these elements to create a comprehensive model that supports the entire lifecycle of products and services across different industries. This integration helps organizations manage their offerings more efficiently from a unified platform.
• B. Provides one user interface with common tools, allowing teams to collaborate and rapidly deliver products to market: The unified user interface of EPC facilitates collaboration across different teams by providing common tools that streamline the processes involved in product management, thus accelerating time to market for new and updated products.

These options reflect the core capabilities of Vlocity EPC in enhancing collaboration and integration across business functions.

A context scope in Vlocity Context Rules is defined as the relational path from a root sObject (like an Order) to related sObjects (such as Account). This scope determines the extent and reach of the context rule within the Salesforce data model, enabling rules to be applied based on relationships and hierarchies inherent in the data structure. This structure is pivotal in ensuring that rules are applied accurately and relevantly based on the specific relational dynamics of the data involved.

Vlocity Rule Builder, a tool within Salesforce Industries CPQ, facilitates the creation of various types of business rules that can be applied throughout the CPQ process. Here's what it allows you to create:

• A. Advanced rules using entity filters and rule actions - The Vlocity Rule Builder is specifically designed to create complex rules that include entity filters and define rule actions based on those filters. This functionality is integral to tailoring CPQ processes to specific business needs, ensuring that only valid and necessary data drives the CPQ logic.

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 scenarios where a product's price may vary based on its configuration, the most effective way to inform the user about the variable pricing is by changing the display text of the price list entry. This approach ensures that when users are selecting or configuring products, they are clearly aware that the price displayed is subject to change based on their choices of product options and configurations. This method helps set the correct expectations regarding pricing directly on the product page or during the configuration process.

In the context of Salesforce Industries CPQ (formerly Vlocity CPQ), the key technologies powering a guided selling experience include Vlocity OmniScript and Vlocity CPQ. OmniScript is a tool used to design digital interaction scripts that guide users through processes in a dynamic, data-driven way, suitable for creating complex guided selling flows. Vlocity CPQ is specifically tailored for configuration, pricing, and quoting processes, essential for a guided selling experience that requires dynamic pricing models and product configurations.

• C. Opportunity, Account: For a rule targeting the launch of a new product specifically for existing S2B customers and only within opportunities, the appropriate context scope for the context mapping should include both 'Opportunity' and 'Account'. This combination allows the rule to evaluate conditions that pertain to the opportunity details as well as the customer account status, ensuring the rule applies only in the correct contexts of existing S2B customers involved in opportunities.

• 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.

Assigning a time plan to a child product within a promotion specifically affects when the time plan begins for that child product. The time plan dictates the start of the promotion's applicability to the child product, setting the parameters for how and when the promotional conditions become effective. This timing control is crucial for managing promotional campaigns effectively, ensuring that promotions start and end at intended times, aligning with marketing strategies and customer engagement plans.

When the Cost & Margin feature is enabled in Salesforce Industries CPQ, the data regarding upper and lower margin bounds are typically stored in: A. A calculation matrix: This is a tool used within CPQ to define and store complex pricing rules, including margins based on cost. It allows the system to dynamically calculate and apply margins based on the cost structure defined within the matrix, facilitating precise control over profitability on a per-product basis.

In Vlocity Rules, a Qualification entity filter returns a Boolean true/false value. This type of filter is used to determine whether specific criteria are met for a product or a transaction, making it integral to defining eligibility or conditions within business rules.

• Qualification entity filter (B): This filter evaluates specific conditions related to a product or a customer scenario and returns a true or false value based on whether the conditions are met, aiding in decision-making processes such as product eligibility or special condition assessments.

To ensure that the persistent cart (vlcCart) is correctly created and maintained in the data JSON structure in Salesforce Industries CPQ, it is crucial to organize the JSON nodes properly. By dragging the vlcCart node under the vlcPersistentComponent parent node in the JSON editor, you establish a correct hierarchical relationship in the JSON structure. This setup ensures that data related to the persistent cart is correctly encapsulated and managed within the overall data model, supporting consistent behavior and state management across user sessions.

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 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.

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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In Vlocity (Salesforce Industries CPQ), the "Rule Fail Level" setting is an option that can be configured within a Rule Set. This setting determines the severity of the response when a rule evaluation fails. Placing this setting within the Rule Set allows administrators to manage how rule failures impact the overall processing of rules in the context of the product configuration or pricing scenarios. This level helps in managing how errors are handled and propagated in the rule evaluation flow, ensuring that the system can gracefully handle different types of rule failures according to business needs.

References:

• Salesforce Industries CPQ Developer documentation on Rule Sets
• Training materials focusing on rule management in Salesforce Industries CPQ

• D. All of the above: Context Dimension Domain Types in Salesforce Industries CPQ include a variety of formats such as Picklist, Object Lookup, and Type In. These types provide different ways of defining and accessing data for context dimensions, offering flexibility in how rules are configured and how they interact with data within Salesforce.

When assigning a context rule in Salesforce Industries CPQ, the component that is actually assigned is the Context rule set. This is because:

• Context rule sets contain one or more context rules which define specific business logic or conditions.
• When applying context rules to scenarios in the CPQ process, you assign a context rule set that encapsulates the required rules. This allows for better organization and reusability of rules across different products or situations.

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. False: In Salesforce Industries CPQ, you can have more than one implementation active per interface. This flexibility allows organizations to tailor the CPQ system to different business units, geographic regions, or product lines, each with its own specific settings and customizations.

The available product relationship types when creating a Vlocity Configuration/Validation rule include:

• A. Requires: This relationship type specifies that the selection of one product necessitates the selection of another, creating a mandatory linkage between products.
• B. Excludes: This type indicates that the selection of one product precludes the selection of another, enforcing mutual exclusivity in product configurations.
• C. Recommends: This type suggests additional products that may complement or enhance the main product selected, though not mandatory.

These relationship types are key in defining how products interact with each other within a configuration, guiding users towards optimal and compatible product combinations while preventing conflicts.

• C. Both of the above: The Communications Cloud encompasses extensive business capabilities, including both order management and contract management.

• 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.

The key difference between a time plan and a time policy in Salesforce Industries CPQ is that a time plan's start can be delayed (C). This allows for greater flexibility in terms of when the pricing or terms associated with the time plan begin, accommodating scenarios where the start of service or the applicability of pricing needs to be aligned with specific events or dates.

References:

• Salesforce Industries CPQ Implementation Guide discussing time policies and plans.
• Customization and configuration options for time plans in Salesforce Industries CPQ.

Advanced rules in Salesforce Industries CPQ allow for the auto-addition of products based on other products in the cart. These rules enable complex logic to be applied, such as adding required accessories or additional services automatically when a primary product is added to the cart. This functionality enhances the configurability and automation of the sales process, ensuring that all necessary components are included in customer orders.

When nothing renders in the cart despite adding products, the developer should begin troubleshooting by examining the getCartsItems method in the network responses. This API call retrieves the details of the items currently in the cart, and if there are issues with this method, it could result in the cart appearing empty. Checking the response of this method can help identify if the issue lies with the API not returning the expected item details or if there is a problem in the way the cart's contents are being fetched or rendered.

• 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.

The statement that the Recurring Total and One Time Total prices displayed in the Cart Line Items pane are calculated by any active pricing rules or promotions that have been applied is true. In Salesforce Industries CPQ, pricing rules and promotions are designed to dynamically adjust the prices of products and services based on a variety of factors, such as customer segment, quantity, or promotional offers. These adjustments are reflected in the cart, providing the customer with the most up-to-date pricing information. This capability is critical for accurate pricing communication and ensuring that promotional or contractual pricing is applied correctly at the point of sale.

The time policy for a promotion specifies when promotional pricing applies to the customer account. This determines the periods during which the terms of the promotion are effective, impacting the cost of products or services for the customer if purchased within that specific time frame.

• When promotional pricing applies to the customer account (A): The time policy helps manage the availability and applicability of promotional pricing, ensuring that promotions are only active during their intended timeframe, which is crucial for accurate billing and promotional management.

In Vlocity Enterprise Product Catalog (EPC), to allow a user to modify an attribute within the Vlocity Cart’s configuration window, the Run-time Configuration flag must be set for that attribute. This flag enables the attribute to be editable at the point of configuration, facilitating dynamic adjustments by users directly in the cart interface. It essentially marks the attribute as configurable during the sales process, allowing for custom inputs or selections based on customer preferences or requirements.

The statement "Product X requires Product Y" refers to a compatibility or inclusion rule rather than an eligibility rule:

• B. False - In the context of CPQ, eligibility typically refers to whether a customer or a specific scenario qualifies for a product or promotion based on defined criteria. In contrast, stating that one product requires another falls under compatibility or inclusion rules, which dictate that certain products must be sold or used together.

In the context of Vlocity's Salesforce CPQ, a context dimension is a design element that links to data stored in sObjects. This link can be direct or calculated using a function, or it can be manually specified during the design-time of the CPQ setup. This feature allows context rules to dynamically adjust to data changes and complexities by using real-time data or predefined criteria.

It is false that once a line item is configured in Vlocity Cart, products must be removed and re-added to change configuration. Users can modify configurations directly within the cart without needing to remove and re-add items, offering flexibility and efficiency in managing cart contents.

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.

When moving product catalog data containing product attributes between Salesforce orgs or setting up a new sandbox, specific tasks need to be handled to ensure the data integrity and functionality:

• A. Regenerate the attribute record ids stored in the JSONAttribute field: This is crucial because the unique identifiers associated with product attributes in one Salesforce org may not correspond to those in another. Regenerating these IDs helps prevent conflicts and ensures that attribute data aligns correctly within the new org or sandbox environment.
• C. Run the Product Hierarchy Maintenance batch job: This task is essential to maintain the integrity and structure of the product hierarchy in the new environment. The Product Hierarchy Maintenance job ensures that all relationships and dependencies within the product catalog are correctly established and maintained in the new org or sandbox.

When encountering issues with the persistent cart not updating in a Salesforce Industries CPQ guided selling interface, the usual fix involves ensuring that the remote action fetching the cart data correctly targets the expected node in the response JSON. By setting the Response JSONNode to "vlcCart_Top" in the remote action that invokes the getCarts method, Felix can ensure that the correct segment of the JSON is updated with cart details, which should resolve the display issue of showing "0 items in Cart" and missing totals.

MACD (Move, Add, Change, Delete) or Asset-Based Ordering capabilities within Salesforce Industries (formerly Vlocity) leverage the combination of OmniScript and Vlocity Cart technologies. OmniScript is used to design and run guided selling processes, creating dynamic user interfaces that can guide users through complex processes such as configuring a product or service. Vlocity Cart complements this by providing a flexible shopping cart experience that supports the unique aspects of managing assets and subscriptions in industries like telecommunications and utilities. This combination allows users to perform MACD operations effectively, managing the lifecycle of assets directly from the Salesforce platform.

To limit the duration of a discount on a child product's price within Salesforce Industries CPQ, you would use "The time plan on the child product's discount." This approach allows you to set specific start and end dates for the discount, directly linked to the child product. It provides a targeted and efficient way to manage promotional pricing on a per-product basis, ensuring that discounts are applied within the intended timeframe without affecting other products or overarching promotions.

A percentage discount is often used over a price override in promotions when the cost of the product for the company may increase. Using a percentage discount helps maintain profitability by adjusting the discount amount in proportion to changes in cost, whereas a fixed override might not accommodate such fluctuations.

• When the cost of the product for the company may increase (D): This strategy ensures that the promotion remains economically viable even if underlying costs rise, protecting margins while still offering a discount.

In Salesforce CPQ, a fixed clock icon next to a line item in the cart typically indicates the Fulfilment Start Date of a product. This icon serves as a visual cue to show when the product or service will start being delivered or activated, helping users and sales representatives manage and understand the timeline of the product or service delivery within the sales process.

In Salesforce Industries CPQ (formerly Vlocity), to make a product not assetizable, two main settings can be adjusted within the Vlocity Enterprise Product Catalog (EPC) and Vlocity Cart:

• Check the Not Assetizable flag in Vlocity EPC: This option directly specifies that the product is not to be treated as an asset post-purchase, thereby excluding it from asset management processes.
• Check the Do Not Assetize flag in Vlocity Cart's line item configuration window: This flag can be set per transaction in the cart configuration, providing flexibility to override the default assetization behavior for specific sales scenarios.

These settings ensure that the product does not get converted into an asset in the Salesforce Industries CPQ system, which is crucial for items that are either consumed upon use or do not require ongoing service management.

The Vlocity ProductConsole, a tool within Salesforce Industries CPQ, is designed to manage several aspects of product configuration, including:

• B. Product attributes: These are specific characteristics of a product, like size, color, or capacity, that can be managed directly within the ProductConsole.
• D. Products: Fundamental entities like products themselves are managed here, allowing for setup and modifications of product details.
• E. Attribute categories: These help in organizing attributes into logical groups, making them easier to manage and apply across various products.
• F. Configuration/Validation rules: These rules ensure that product configurations are valid and meet predefined criteria, critical for maintaining data integrity and business logic in product offerings.

These entities are crucial for effective product management and are centrally managed within the ProductConsole to ensure consistency and ease of access.

In the Vlocity Cart within Salesforce Industries CPQ, the rules that are run in the cartline items panel to determine required or excluded products and/or compatibility are:

• Configuration Validation (Compatibility) Context Rules (D) - These rules are specifically designed to assess compatibility between products in the cartline. They are executed to ensure that the products added to the cart are compatible with each other based on predefined criteria.

Salesforce Industries CPQ provides various configuration and validation frameworks to ensure the correct application of product rules and relationships. Among the options listed:

• B. DefaultRulesImplementation - This is a basic validation implementation that applies predefined rules in standard scenarios.
• C. ProductRelationshipValidationImpl - This focuses on validating relationships between products as defined in the CPQ setup, ensuring that product dependencies and compatibilities are respected.
• E. DefaultProductValidationImplementation - This implementation provides default validation for product configurations, ensuring that product selections meet predefined criteria without custom coding.

Options A, D, and F are either mislabeled (misspellings in the options) or not standard parts of Salesforce Industries CPQ as known functionalities.

• B. False: Discounts are not exclusively created in the Product Console within Salesforce Industries CPQ. They can also be managed and configured through other areas of the system such as the pricing setup or directly within the promotion and discount management modules. This flexibility allows for broader administrative control and customization of discounts beyond just product-specific settings.

A discrepancy in the price of an existing asset in a Change order, compared to what was displayed in the Service Asset Management view, can be caused if the product's price has changed since the asset was first recorded or last updated. In CPQ systems, product prices can fluctuate based on new pricing strategies, updates in pricing data, or changes in market conditions, which might not be reflected in the asset management view until a change order is initiated.

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.

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.

To apply a flat price to a bundle in Salesforce Industries CPQ, the following steps can be taken: A. Change the child product prices to zero: This ensures that the individual components of the bundle do not contribute additional cost beyond the flat price set for the bundle. D. Change the price of the parent product to the total price of the bundle: This sets the overall price for the bundle, ensuring that the entire package is sold at the intended flat rate.

These steps allow the bundle to be sold as a single unit with a predefined price, simplifying the pricing structure and making it easier for customers to understand the total cost.

References:

• Salesforce Industries CPQ Configuration Guide on Bundles.
• Training materials on managing bundle pricing in Salesforce Industries CPQ.

For a developer creating a website to display products for selection by anonymous users, the appropriate API to use is: A. Digital Commerce API - Get Offers By Catalog (getOffersByCatalogCode): This API is designed to retrieve a list of offers, typically product offerings, based on catalog specifications. It is suitable for situations where products need to be displayed publicly, as it can be accessed without requiring user authentication, making it ideal for use with anonymous users.

This API facilitates the easy display of product options to users who are not logged in, supporting scenarios typical in e-commerce and digital marketing platforms.

References:

• Salesforce Industries API Documentation.
• Developer guide on using Salesforce Digital Commerce APIs.

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.

For the CPQ Partition in Salesforce CPQ, it is recommended to allocate a minimum of 1GB of space. The CPQ Partition is an important component that handles data processing and storage needs specific to CPQ functionalities. Allocating at least 1GB ensures that there is sufficient space to manage the configuration data, price calculations, and other process-intensive operations that are typical within CPQ workflows. This allocation helps in maintaining performance levels and ensuring that the CPQ system can handle the volume of data typically processed during quoting and pricing calculations efficiently.

In Vlocity, you can build a promotion using:

• A. An individual product: A single product can be the basis of a promotion, offering special pricing or conditions that distinguish it from the standard offering.
• B. A bundle of products: A group of products can be combined into a bundle, which itself can be offered as a promotion. This is common in scenarios where complementary products are sold together at a discounted rate.
• C. A bundle within a bundle: Nested bundles, or a hierarchy of product bundles, can also be used to create complex promotions that provide layered pricing structures or purchasing incentives.

These options provide flexibility in designing promotions that cater to diverse market needs and customer preferences, enhancing the effectiveness of sales strategies in competitive markets.

In Vlocity CPQ, a rule set does not necessarily need to contain more than one rule. While it's common to group multiple related rules within a rule set for organization and management purposes, a rule set can function effectively with a single rule if that is all that is required for a particular scenario. This flexibility allows for simpler or highly specific rule applications without the need for additional unnecessary rules.

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

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

In Salesforce Industries CPQ (formerly Vlocity), a context mapping is defined as the relational path from a root sObject, such as an Order, to related sObjects, such as Account. This allows the CPQ tool to understand how different data elements relate to each other within the context of the application, enabling dynamic behavior based on relationships between data stored across multiple sObjects. This is crucial for setting up rules that operate based on the broader context of a transaction or customer interaction, rather than isolated data points.

References:

• Salesforce Industries CPQ Developer Guide
• Contextual data modeling in Salesforce CPQ training materials

An attribute is designated as a product attribute within Salesforce Industries CPQ by assigning it to a product or an object type. This assignment directly links the attribute to a specific product or category, defining its role and function within the product configuration. This is crucial for ensuring that attributes are applicable and visible in contexts where they are relevant, enhancing the configurability and specificity of product offerings within the CPQ system.

In Salesforce Industries CPQ, context rules are used to define business logic that can control the behavior of the configuration engine based on the data provided. The types of rules that can be created using context rules include Qualification and Compatibility. Qualification rules determine if a product or configuration meets specific criteria to be eligible for selection or promotion, while Compatibility rules ensure that selected products or options are compatible with each other within the configuration.

• 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.

• B. A product or service the customer has already purchased: In the context of Salesforce Industries, an "asset" typically refers to a product or service that a customer has already purchased and is part of their account. Assets are important for managing post-sales services, upgrades, and renewals.

In Salesforce Industries CPQ, context rules allow customization of interactions based on specific conditions in the CPQ process. The correct use cases supported by context rules include:

• A. If a customer qualifies for a promotion: Context rules can be used to determine if specific criteria are met for a customer to qualify for a promotion based on their attributes or interaction history.
• D. Requiring another product when a product is added to the cart: This scenario is supported where a context rule can specify that adding a particular product to a cart triggers the requirement to include another specific product, ensuring bundle compliance or cross-sell opportunities.

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.

The persistent cart used in guided selling within Salesforce Industries CPQ is a specialized version of Vlocity Cart. This version is designed to remain active and retain user selections throughout the session, ensuring that data is not lost as users navigate through different stages of the guided selling process. It is tailored to support the dynamic nature of complex configurations and pricing adjustments that are characteristic of CPQ applications.

Product cardinality settings in Salesforce Industries CPQ can manage the following use cases: A. Product has a default quantity of 2: Cardinality can be set to specify a default number of products (default cardinality) when added to a cart or bundle, guiding the initial quantity set during the configuration. B. An optional product in a product bundle: Minimum cardinality can be set to 0, allowing a product to be optional within a bundle. This means the product does not have to be selected but can be added by the customer if desired.

The context scope "Any" allows for the creation of Account and Contract scopes that are agnostic with regard to the root context scope. This means that these scopes can be applied universally, regardless of the specific root context (such as Opportunity, Order, Quote, etc.). This flexibility is crucial for scenarios where Account and Contract details need to be accessed or utilized across various sales processes and stages without dependency on a specific sales context.

QUESTIONNO: 289

Context mappings can be configured from the context dimension or the context scope.

A. True

B. False

Answer: A

Context mappings in Salesforce Industries CPQ can indeed be configured either from the context dimension or the context scope. This dual configurability allows for a more versatile application of context settings, making it possible to adjust mappings based on the specific requirements of dimensions or scopes within the data model. This flexibility is essential for tailoring the system to meet complex business rules and scenarios.

The primary user interface components that make up the Vlocity Cart are:

• Cart Header, Product List, Cart Line Items, Total Bar (A): These components represent the main areas of interaction within the Vlocity Cart.