Industries-CPQ-Developer Salesforce Certified Industries CPQ Developer (WI25) Questions and Answers

• B. Compatibility: Compatibility rules in Salesforce Industries CPQ are specifically designed to ensure that valid combinations of products are added to the cart. These rules help to validate that selected products can function together or meet certain predefined compatibility criteria, preventing configuration errors and ensuring customer satisfaction.

The remote method postCartItems in Guided Selling is specifically designed to put items into the cart. This method handles the addition of selected products to the cart, allowing for further actions such as quantity updates, configuration changes, or removals. It is an integral part of managing cart operations dynamically within the guided selling process, facilitating user interactions and backend processes that reflect the current state of the cart.

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.

• 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.

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

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

Product cardinality within Salesforce Industries CPQ controls aspects related to product configuration quantities, specifically:

• Is optional (A): This controls whether a product must be included in a configuration or if it can be optionally chosen by the customer.
• Has a default quantity of 2 (D): This sets a predefined quantity for the product when it is added to a configuration, streamlining the process and ensuring consistency for standard orders.

These controls are crucial for defining how products are presented and managed within the CPQ process, influencing both the user experience and the internal logic of product configurations.

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.

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.

• 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.

• A. True: Rules in Salesforce Industries CPQ (Configure, Price, Quote) are designed to ensure accuracy and compliance during the order process. These rules prevent users from submitting orders that do not meet business requirements or customer needs by checking for errors or inconsistencies before order submission. This includes validation of configurations, pricing, and terms, which helps reduce errors and improve efficiency.

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.

To ensure that an attribute displays in Vlocity Cart's configuration window in Salesforce Industries CPQ, the Run-time Configurable flag needs to be set for the attribute in the Vlocity EPC. This flag makes the attribute available for configuration during the sales process, allowing sales representatives or customers to modify the attribute's value as per the business requirements during the configuration phase.

• Run-time Configurable flag: This is specifically designed to control the visibility and editability of attributes in the configuration window of Vlocity Cart, making it essential for dynamic product customization and configuration.

To change the time plan or time policy of a child product in a promotion, it should be adjusted in the pricing element associated with that product. The pricing element is where various terms including durations and conditions related to pricing are configured. Adjusting the time plan or policy here allows these terms to be specifically tailored to individual products within a promotion.

• The pricing element (D): This component of the pricing structure in Salesforce Industries CPQ is crucial for setting and managing temporal terms of pricing adjustments or conditions.

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.

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.

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.

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.

To automatically decrease the price of a new smartphone over time within Salesforce Industries CPQ: D. Using price list entries with effectivity time frames: This method allows for setting different prices for the same product that automatically become effective at predefined times. By creating multiple price list entries for the smartphone each with different prices and specific start dates, the system can automatically update the price based on the current date.

This approach simplifies managing price reductions over a product’s lifecycle, making it efficient to implement and transparent to users.

References:

• Salesforce Industries CPQ Implementation Guide.
• Examples of using effectivity time frames in Salesforce Industries CPQ price management.

Product attributes in Salesforce Industries CPQ are stored as name/value pairs on the Attribute2 object. This method allows for dynamic management of attributes associated with products, enabling the attributes to be easily referenced, updated, and utilized across different components of the Salesforce Industries CPQ environment.

• Attribute2 object: Serves as a flexible and scalable way to handle diverse product attributes necessary for complex configurations and pricing scenarios typical in CPQ systems.

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.

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.

A time policy on a promotion primarily determines the temporal scope of the promotion, specifically:

• The duration of the promotion (A): This defines how long the promotion will be active, from start to finish.
• The end date of the promotion (C): This explicitly sets when the promotion will conclude.

These elements are critical for defining the availability and lifecycle of a promotional offer, ensuring that it aligns with strategic marketing plans and business objectives.

In Vlocity Cart, the action taken by the Submit Order button typically involves a complex process: D. Invokes an OmniScript, which calls an integration procedure to create assets, set the order status to activated and then navigate the user to account page. This process involves using OmniScript to orchestrate various backend operations including asset creation, order finalization, and navigation, efficiently integrating these steps into a seamless workflow for completing the order process.

It is false that all Vlocity Picklist definition fields are not visible at run-time during order capture in Vlocity Cart. Vlocity allows for customization and configuration which can make picklist definition fields visible and accessible during order capture. These fields can be configured to appear based on specific criteria or processes defined within the cart and order capture configurations. This flexibility in visibility and accessibility ensures that the necessary information is available to users during the order process.

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.

Context rules can indeed be applied to order line items in Salesforce Industries CPQ. These rules assess the context in which products are sold and apply specific configurations or restrictions based on that context. This capability is crucial for ensuring that products and services are configured and priced correctly according to the specific circumstances of an order, enhancing accuracy and compliance in sales operations.

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.

Launching a guided selling process in Salesforce Industries CPQ can be effectively achieved using a Vlocity action. These actions are configured within the Salesforce Industries platform and can be directly linked to OmniScripts or other processes that initiate guided selling scenarios. Actions can be set up to start based on various triggers or user interactions within the Salesforce environment, providing a versatile entry point for guided selling processes.

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.

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.

A sales catalog in Salesforce Industries CPQ defines a set of products and promotions. It organizes and categorizes products in a way that is easily accessible and manageable, allowing businesses to bundle products and apply promotions efficiently. This catalog setup helps in streamlining the sales process and enabling sales representatives to quickly find products and associated promotions.

Child price lists are ideally used in scenarios where differentiated pricing strategies are required. For example: A. Creating pricing for different regions: Child price lists can be used to manage region-specific pricing, accommodating different currencies, tax rates, and market conditions. D. Creating pricing for products that are only available to certain customers using context rules: Child price lists can help manage pricing that needs to vary based on specific customer characteristics or purchasing conditions, which can be defined using context rules. This allows for targeted pricing strategies that cater to niche market segments or specific customer groups.

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.

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.

• A. Update scope setting in the promotion: To manage and potentially delete multiple promotions applied to a bundle in the Cart, the "update scope" setting within the promotion configuration needs to be enabled. This setting allows for the adjustment or removal of individual promotions from a bundle without affecting other applied promotions, providing flexibility in how promotional effects are managed within the cart.

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 charge different prices for the same product within the context of different bundles, the pricing adjustments can be made in the price list where the price list entry is located. By managing different price list entries for the same product within different bundles, you can set unique prices that reflect the varying contexts in which the product is sold. This method provides the flexibility to tailor pricing based on the bundle’s specific market or customer segmentation strategies.

In Guided Selling, the HTML template is crucial for controlling the visual layout of the cart, specifically its vertical or horizontal appearance. This configuration affects how products and options are displayed to the user, impacting the user experience and interface design. By customizing the HTML template, developers can ensure the cart aligns with the overall design and usability goals of the Guided Selling process, making it easier for users to navigate and interact with their selections.

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.

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.

To create a time policy in Salesforce Industries CPQ, you must first establish a time plan. A time plan sets the foundational parameters such as duration and terms which a time policy can then refine with additional rules or conditions. Time plans define the overall structure of how products or services are billed over time, while time policies can provide specific billing rules or adjustments that apply within that framework.

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In an attribute-based pricing matrix used in Salesforce Industries CPQ, the "Source Product Code" (A) is the key field used by the matching algorithm. This field uniquely identifies products, allowing the pricing matrix to apply the correct pricing rules based on the attributes associated with each specific product code.

References:

• Salesforce Industries CPQ Pricing Configuration Guide.
• Best practices for setting up attribute-based pricing in 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.

The Collapse Hierarchy flag when defining a product bundle in Salesforce Industries CPQ is used to:

• Collapse the product hierarchy data key value pairs, in order to improve performance for very large bundles: This flag simplifies the product hierarchy representation by collapsing it into fewer levels. This is particularly useful in enhancing performance by reducing the complexity and depth of product hierarchies during the configuration and pricing processes, especially in large, nested bundles.

By collapsing the hierarchy, the system can process large bundles more efficiently, leading to quicker load times and less strain on the system during complex configuration scenarios.

A layout section in the Vlocity Product Console functions as a Lightning user interface control. This means it serves as a structural component that can be used to organize and display information within the console effectively. Layout sections are part of the broader design and layout capabilities of the Lightning framework, allowing administrators to customize how data and options are presented to users in the Product Console, enhancing user experience and interface organization.

Cart-based guided selling experiences in Salesforce Industries CPQ do not use Angular JS templates. Instead, these interfaces are typically built using proprietary Salesforce technologies and frameworks that are integrated into the Salesforce platform. The use of Salesforce-specific technologies ensures compatibility and optimal performance within the Salesforce ecosystem, rather than relying on external or less integrated solutions like Angular JS.

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.

To price a promotion with a flat charge while ignoring the rolled-up total of the child product prices, the most effective method is to adjust the base price of all child products to zero and assign a specific charge to the parent product of the promotion. This approach ensures that the total price of the promotion is controlled solely by the charge assigned to the parent product, making the child products essentially free or included in the total price of the promotion. This is often used in bundle deals where the overall price is more important than the individual component costs.

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.

• 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.

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.

Attribute-based pricing in Salesforce Industries CPQ can be implemented using the following Vlocity components:

• Pricing Plans: These define how products are priced based on various attributes and conditions, allowing for flexible pricing adjustments based on specific product features or customer selections.
• Calculation Procedures: These are used to define complex pricing logic that can take multiple attributes into account, performing calculations that adjust prices based on predefined rules and conditions.
• Calculation Matrices: These provide a grid-like structure where prices can be set based on combinations of different attributes, offering a straightforward method to manage complex pricing scenarios where multiple variables affect the final price.

These components work together to enable dynamic and flexible pricing strategies that respond to specific product attributes, meeting the diverse needs of businesses and their customers.

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.

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.

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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Vlocity picklists can be assigned to attributes at the levels of Attributes, Object Types, and Products. This level of assignment flexibility ensures that picklists can be used effectively across various dimensions of the product configuration and sales processes, facilitating better data management and consistency across the platform.

• Attributes, Object Types, and Products: This broad applicability allows for comprehensive and cohesive data management strategies, aligning picklist values across multiple levels of product and service definitions.

In the Salesforce Industries CPQ environment, the cart header indeed displays a running total of purchases made by the customer. This feature is crucial for providing customers with real-time feedback on their selections and total expenditures as they configure products or services. It enhances transparency and helps customers make informed decisions about their purchases throughout the sales process.

• 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.

• D. The first time you begin using the cacheable APIs: You must initialize the cache the first time you begin using cacheable APIs in Salesforce Industries CPQ. This initialization is crucial to load the necessary data into the cache, which enhances performance by reducing data retrieval times for subsequent operations.

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.

• A. Products can be set as non-assetizable: In Salesforce Industries CPQ, products can be configured as non-assetizable. This means they do not become customer assets upon purchase. This setting is used for products that do not require post-sale services or tracking as assets, such as disposable items or those that do not require installation or maintenance.

To automatically adjust the price of a smartphone product within specified time frames, the appropriate setup involves: D. Multiple price lists with affectivity time frames: By configuring multiple price lists that have defined effective dates, the system can automatically apply different pricing for the smartphone as time progresses. This method leverages the system's capability to switch between price lists based on their affectivity, allowing for seamless price adjustments according to pre-set schedules.

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.

• B. The change to the base price can be a percentage or an amount: When adjusting the price of a child product within a bundle or as a standalone item, the modification to the base price can either be in the form of a fixed amount or a percentage. This allows for flexibility in how price adjustments are applied, accommodating various pricing strategies.

Asset-based ordering capabilities in Salesforce Industries CPQ are primarily powered by "FlexCards and OmniScript." FlexCards provide a flexible, configurable interface for displaying asset data, while OmniScript facilitates the scripting of interactive processes that manage and guide the user through asset-based ordering activities. Together, these features allow for dynamic and visually rich asset management and ordering processes, supporting complex business logic and user interactions effectively within the CPQ solution.

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.

In a Guided Selling OmniScript process within Salesforce Industries CPQ, key functions that are enabled include:A. Instantiate the persistent cart: Essential for maintaining user selections and configurations as they navigate through various steps of the OmniScript.B. Allow users to select products from the shared product catalog and add them to the cart: This is a fundamental capability, enabling users to build out their orders from the available product options directly within the guided process.D. Allow users to review applicable promotions: Enhances the buying experience by allowing users to see and apply promotions that may influence their purchase decisions.

These features work together to create a seamless, interactive buying experience that guides users from product selection through to order completion, leveraging promotions and maintaining a consistent state throughout the process.

References:

• Salesforce Industries CPQ Developer Documentation on OmniScript.
• Best Practices in Configuring Guided Selling 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.

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 the context of Salesforce Industries CPQ asset management, the operations available are typically referred to as MACD (Move, Add, Change, Delete), ABO (Asset-Based Ordering), and Copy to Order. These operations allow users to manage and manipulate assets throughout their lifecycle in various ways, such as changing service arrangements, upgrading or adding new services, or duplicating existing orders for new opportunities. This set of functionalities is fundamental to the flexible asset management system in 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 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.

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.

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.

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.

When encountering issues with Digital Commerce APIs, such as returning incorrect or no results, the most likely cache to refresh is the VlocityMetadata cache. This cache manages the metadata configurations that underpin the operation of Salesforce Industries applications, including Digital Commerce. Refreshing this cache can resolve issues where outdated or corrupted metadata might be affecting the API responses, ensuring that the most current configurations are used in API operations.

When enabling the multi-language feature in Salesforce CPQ for a shared catalog, ensuring that the Russian translations display in the cart requires several checks:

• User's Locale is set to Russian: The user's locale determines which language settings the system uses to display UI elements and product information.
• Russian translations for the products exist in the StringTranslation object: Salesforce uses the StringTranslation object to store translations of various text elements in multiple languages. It's crucial that the product descriptions and other relevant text are available in this object.
• Users Language is set to Russian: This setting ensures that the system recognizes the user's preferred language for all interactions, including viewing product information in the cart.

These settings ensure that when a user who prefers Russian accesses the CPQ system, they see product descriptions and other relevant information in Russian, enhancing the user experience and ensuring clarity in communication.

For Felix's scenario where the Smart Widget product launch is limited to existing B2B customers within opportunities, the most appropriate context scope to use for the context mapping is Opportunity.Account. This scope allows the rule to specifically apply to opportunities linked to existing accounts, thus targeting only the B2B customers already engaged with the business. This scope helps ensure that promotional or product-specific rules and visibility are correctly confined to the relevant customer segments during the soft launch phase.

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.

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 the context of Salesforce Industries CPQ's Guided Selling, ensuring items are updated in the cart typically involves interaction with the cart's API, particularly using methods like putCartItems. This API method is crucial for updating existing cart items with new or altered information as part of the guided selling process, enabling dynamic updates to the cart contents based on user selections or system-driven recommendations.

The Product List in Vlocity Cart is a dynamic tool that supports effective product management and sales processes. Here are its features:

• B. It is based on a specific price list - The products displayed in the Vlocity Cart can be filtered or determined based on a specific price list, ensuring that the sales team presents the correct pricing and product options to the customer.
• C. It uses Vlocity Rules to display available and eligible products - Vlocity's rules engine can determine which products are shown in the Product List, ensuring compatibility and eligibility based on customer data and other contextual factors.

Vlocity Guided Selling is used for enhancing the sales process by guiding sales agents or customers through a streamlined, step-by-step sales journey. This tool is instrumental in reducing average call handling times and training requirements for agents (A), improving the overall customer experience by providing a more interactive and directed sales process (B), and including helpful instructions that aid agents during the sales process (F). Additionally, it's used in training environments to prepare agents before they use the regular Vlocity Cart, ensuring they are familiar with the sales processes and system functionalities (E).

References:

• Salesforce Industries CPQ documentation on Guided Selling.
• Training materials for Salesforce Industries CPQ Guided Selling features.

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.

The reason to make the time plan of a child product different from that of the promotion may include situations where the discount or specific terms for a child product need to end before the promotion's subscription ends. This is commonly done to manage financial or strategic marketing objectives, aligning product offerings with specific sales or inventory strategies.

• The discount for a child product ends before the promotion's subscription ends (B): This allows for greater flexibility in promotion management, enabling specific tailoring of offer durations for particular products within a broader promotional campaign.

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.

• 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.

Promotions in Vlocity Cart are typically applied automatically using context rules. These rules evaluate the current context of the order—such as customer type, order contents, and other relevant factors—to determine the applicability of promotions. This method ensures that promotions are applied consistently and accurately based on predefined criteria, automating the discounting process and reducing the need for manual intervention during the order placement.

These responses reflect verified practices within the Salesforce Industries CPQ environment, focusing on leveraging the platform’s capabilities to manage complex pricing and configuration scenarios efficiently.

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 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.

To ensure the Guided Selling cart moves the order to the next stage in Salesforce Industries CPQ, the "submit" action (J) is essential. This action is typically part of the workflow defined in the OmniScript or within the Guided Selling process, where it formally progresses the order after all necessary information has been captured and validated. The "submit" action is what triggers the order to move from the configuration or selection stage to final approval and processing stages.

References:

• Salesforce Industries CPQ Developer Documentation.
• Integration and process flow settings in Salesforce Industries CPQ.