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Exam Code: | CPQ-Specialist |
Exam Name: | Salesforce Certified CPQ Specialist |
Certification Provider: | Salesforce |
Free Question Number: | 97 |
Version: | v2022-04-22 |
Rating: | |
# of views: | 3003 |
# of Questions views: | 78570 |
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No.# b) Create a Custom Action Condition where Target Action=Quote, Field=Profile_ID__c, Operator=equals, Filter Value=[SF ID of Profile Y]
There you go, login as each user and click Edit Lines then Add Product... And they'll only see what's been filtered!
** posting the rest of solution below here, as it was cut off below ** (and my 1/2 star rating is for the INCORRECT answer D!)
No.# Wow, this is a tricky one... but yes, ** B ** is 100% correct! The answer is missing a lots of critical details, but yes essentially it's done through a combination of 2 hidden default Search Filters, 2 Custom Actions, 2 Custom Action Conditions, and 1 custom formula field. Tested and verified!!
Apparently the Target Object field on CAC doesn't work on any object other than Product or Quote (as mentioned here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KCjgf0AD -- although I can't find this documented anywhere, but I verified in testing it ignores the filter if you try to add the User object!). So the trick is to use a formula field to get around this limitation.
I never came across CACs in all my CPQ studying and this took me a few hours to figure out... This should be worth 10 points on the CPQ exam!
1) In Setup on Quote, create a text formula field to store the User's profile name or ID (e.g. Profile_ID__c = $User.ProfileId).
2) Go to the Add Products custom action and uncheck "Active" and "Default" to disable/hide it.
3) Create 2 new "Add Product" Custom Actions, with admin use only names such as "Add Products (A)" and "Add Products (B)" to distinguish them apart. For both, set to Active, check Default, set Page=Quote Line Editor, Location=Quote/Group, and Action=Add Products. You can also use the default "Add Products" as the label for both, since the desired action is to make the filtering seamless (invisible) to end user. Note, only one will be displayed at a time based on the additional steps below.
4) On Custom Action 1's related list:
a) Create a Search Filter (e.g. Product Family equals A) and check Hidden. <-- THIS IS THE EXAM QUESTON ANSWER
b) Create a Custom Action Condition where Target Action=Quote, Field=Profile_ID__c, Operator=equals, Filter Value=[SF ID of Profile X]
5) On Custom Action 2's related list:
a) Create a Search Filter (e.g. Product Family equals B) and check Hidden. <-- THIS IS THE EXAM QUESTON A...
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No.# Agree with Joao - the answer is B
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No.# B,C,D. An effective quantity of 0 does not transpose products to the opportunity. Validation rules on the product that silently fails is another cause
No.# Correct answer is B. Product option has a field set. D is possible in a non-CPQ scenario
No.# Since the product is a non-bundled one, D is not correct. Possible B is the correct answer
No.# correct answer is B. Custom action conditions is to show/hide the action itself
No.# B is not possible, since it's not possible to create a filter based on current user profile
No.# Correct answer is C. Subscription Prorate Precision as Month rounds up 1 month if the remaining days are less than 1 month https://help.salesforce.com/s/articleView?id=sf.cpq_subscriptions_prorate_precision_1.htm&type=5
So 100/12 = 8,34
From June 18, 2019 - June 18, 2020 is 12 months, then from june 18 to august 18 is 2 months, remaining 3 days until August 21 - this will count as 1 month
3 * 8.34 = 25
100 (12 months) + 25 (3 months) = 125
No.# A & C, B is wrong since it will not influence a cross selling (addon)
No.# B & C, since pricebook entry is mandatory and list price is minimum is the valid option to always set the list price as the bare minimum
No.# The correct answer is B, tried this scenario on a dev org.
The first amended subscription will be -20, since we set the subscription product on the amendment process as 80, which if we order the quote and then contract it, will add a new subscription record to the same contract that was amended with the quantity as -20: rolling both subscriptions together (the original as 100 and the first amended as -20) will result in 80.
For the second amendment, the logic is the same
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