1.What is feature in Salesforce CPQ ?
sol : In the Bundle level We can create feature . feature is nothing but a collection of similar itmes into the one group. (group of simiar Options)
2.what is Standalone product in salesforce CPQ ?
sol : if you want sell products Individually that is nothing but a Standalone Product.
ex : Powerbank,Mobile
3.what is Bundle product in salesforce CPQ ?
sol : if you want sell group of products together that is nothing but a bundle product.
ex : Printer package : printer , tonner , MTKS ,Papers
4.what is Subscription Prodduct in Salesforce CPQ ?
sol : Subscription product is nothing but a Service based products.
ex : AmazonPrime,Aha,netflix
5.what is Bundle product and If u want to create bundle product what are the steps we can create?
sol : If you want sell products group of together that is nothing but a bundle product
if you want to create bundle product first we have to create all standalone products With Standard Price and Add Pricebook .after creating all standalone products We have to the main product.Under the main product we have to create features first.
after that we have to go the Product Option .To link all child products to the Main product.
6.how we can Identify that is Bundle Product ?
sol : in the Product level we have two fields .
1.Configuration type
2.Configuration Event
if Configuration type = Allowed (Required)
Configuration Event = Always (Always)
first it will show Bundle Configuration page.
after that it will show QuoteLine Editor.
after that it will show Reconfigure from QLE.
If you want Reconfigure That Prodcuts You can Reconfigure Otherwise You Ignore.
SOME IMPORTANT FIELDS IN FEATURE OBJECT
7.When we can display Radio Button In feature Leval ?
sol : in feature level we can choose MIN 0 and MAX 1 OR MIN 1 AND MAX 1 in that case We can see Radit button.
8.what is the use off Number Field in Feature Object ?
sol . we can choose Feature Display Order In the Product Level .
9.what is the MIN and MAX options In Feature Object ?
sol : MIN OPTION : we can choose Minimum Option In feature level
MAX OPTION : We can choose maximum Option In feature level.
10.what is the Use of Category field in Feature Object ?
sol : You can categorized the features.
11.what is Option Selection Method In Future Object ?
sol : In Option selection method We have a Three Values.
1.CLICK
2.ADD
3.DYNAMIC
1.CLICK : it will display all options Wth Radio button or checkbox.
2.ADD : it will display new BUTTON in feature level (ADD OPTION) button . Once we click on this button .it will display Options related to the feature.
3.DYNAMIC : it will display new BUTTON in feature level (ADD OPTION) button . Once we click on this button .it will display all the Products related to the Pricebook.
SOME IMPORTANT FIELDS IN PRODUCT OPTION
12.what is the use off Number Foeld in ProductOption Object ?
sol : we can choose Option display order on the feature level.
13.what is the use of Configured SKU Field in Product Option ?
sol : this Option belongs to bundle.
14.what is the use of Quantity Field in Product Option ?
sol : it will take default Quantity for OPTION .We can’t modify that Quantity.
15.what is the use of Quantity Editable field in Product Option ?
sol : if you want to give Edit access to the sales person .they want to change in the Line Editor .we can give Quantity Editaable = TRUE .
16.what is the use of SELECTED Field in Product Option ?
sol : By default Option are selected automatically in the bundle . if you want to Unselect You Unselct.
17.what is the use of REQUIRED Field in Product Option ?
sol : By default Option are selected automatically in the bundle . if you make it Required .you can’t Unselect that Option that is Mandatory.
18.what is the use of MIN and MAX QUANTITY FIELDS in Product Option ?
sol : MIN QUANTITY : we can enter MINIMUM Quantity allowed for this Option.
: MAX QUANTITY : we can enter MAXIMUM Quantity allowed for this Option.
19.what is the use of BUNDLED CHECKBOX Field in Product Option ?
sol : if you make it Option Bundled checkBox = true .You will get a Price Equal to Free of cost.we can’t charge anything in the Option level .
if you not select this bundles checkbox this price should be added to the Option.
20.what is the use of Unit price Field in Product Option ?
sol : if you want to Override Any standalone price in bundle level for the same option for the same product.in the option level you will get some different price and
in the bundle level you can override some price Increased or decreased.
21.what is the use of DISCOUNT(%) Field in Product Option ?
sol : you will discount based on the Percentage.
22..what is the use of DISCOUNT(Amt) Field in Product Option ?
sol : you will discount Based on Amount.
23.what is Type field in Product Option ?
sol : In the Option level there are Three values in the TYPE field.
TYPE : 1.COMPONENT
2.ACCESSORY
3.RELATED PRODUCT
1.COMPONENT : if you choose TYPE = COMPONENT in the Option level . that option is completely depending on bundled product.it will change Quantity.you can’t modify that quantity.
if you chang Bundle Product Quantity Automatically Product Option Quantity also will change.
2.ACCESSORY : if you choose TYPE = ACCESSORY in the Option level . that option is not depending on bundled product.it will not change any Quantity.even we can’t modify that quantity.
if you chang Bundle Product Quantity Product Option Quantity will not change.
3.RELATED PRODUCT : if you choose TYPE = RELATED in the Option level . that option is not depending on bundled product. you can give your Own Quantity. we can modify that quantity also.
if you chang Bundle Product Quantity Product Option Quantity will not change.
24.what is the use of Option Constraints ? where we can create Option Constraints ?
sol : Based on 1 Option selection you can include or exclude other options is called Option Constraints In the Option constriants there are two fields
1.Option constraing
2.Option Constrianed
1.Option constraing : Option Constraing We can call Controlling Field.
2.Option Constrianed : Option constrianed we can call dependent field .
Include(Dependency) : selecting the Option constrianing Enablie the Option constrianed for selection.
ex : Enable Product A Only If Product B is Selected
Exclude : It will be Work Both the ways (vice Versa) (if you select any option the other option will be Excluded)
25.what is the Custom Action in Salesforce CPQ ? what we can do with the Custom actions ?
Sol : if you want to create your own action
(Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages.
we have 3 types of custom actions
1.Menu
2.Button
3.Separator(space between buttons)
For example, users can click a button to see a filtered section of your price book.
steps : 1.Decide button lable
2.create custom action record
3.choose search filter
26.what is Configuration Attribute in Salesforce CPQ ?
sol : we can use this Configuration attribute to filter Bundle Options OR Feature level Options
PRODUCT RULES :
27.What is Product rule in sales force CPQ?
sol : Product rules are work on mainely bundle products . very rare cases we can go for Standalone Products.If you want to create This selection rule Mainely include 4 steps we have 4 types of Product rules :
1.SELECTION RULES : Based on the Product Selection if you want to add,remove,hide,disable,show&add so many actions we are Performing.if you want create This selection rule mainely include 4 steps.
1.create product rule condition.
2.product rule action.
3.Configuration rule.
2.VALIDATION RULES : It will display Error message .We have to compulsory clear that error message Otherwise We can’t save that Quote.If you want to create Validation Rule Mainely include 3 steps.
1.create product rule with type.
2.create product rule condition.
3.Configuration rule.
3.ALERT RULES : Alert means just Notification like display a message. No need to clear that Error message.
if you want to follow that Message Follw.if you don’t want Continue with the latest changes
4.FILTER RULES(DYNAMIC BUNDLE) : Filter rule is nothing but a Dynamic bundle.
if you want create Dynamic Bundle In feature Level where Optionselection Method = Dynamic Only.
On that feature level If you want apply any filters We can go for Filter rules in salesforce CPQ.
28.what is Guided selling In salesforce CPQ ?
sol : Guided selling is a one type of Window . we can add into the cart Page.
we can ask some Questions to the Customer based on his answers we can filter the all Products we can show what Products he needs Exactly in the Quoteline Editor
PRICING METHODS :
29.what are the Pricing methods Available in salesforce CPQ ?
sol : WE HAVE 4 TYPES OF PRICING METHODS
1.List Price
2.Block Price
3.Percent of total
4.Cost + Markup .
1.LIST PRICE : In the Pricebook entry Whatever the Price we are giving that is called List price.
2.BLOCK : Based on the Product Quantity you can assign Price .
3.Percent Of Total : in the cart based on the other product total net amount we can give Price for the Other Products.
4.COST + MARKUP : we can fix the cost for that product we can add extra markup in the line editor. (like Company or Dealership Difference).
DISCOUNT SCHEDULES :
30.how many types of Discount schedules in salesforce CPQ ?
sol : based on the Price your buying more Products You will get more discount.
we have 2 types of Discount Schedules.
1.Range
2.Slab
1.Range : if your giving quantity 15 or 25 .range will go to the directly that level . example : Level 1 — 1-10
Level 2 — 11-20
Level 3 — 21-30
2.Slab : slab means it will go by step by step . if your giving quantity 25 or 30 it will go 1 slab and 2 slab and where that quantity will come that slab also it will calculate Price.
we can apply Discount Schedules in 4 ways : 1.Product Level
2.Feature Level
3.Product Option Level
4.Account Level .
1.Product Level : if you apply discount schedule in Product level.it will apply both the places (Product level and Product Optionlevvel).
2.FEATURE LEVEL : if you apply Discount schedule in feature level that discount schedule apply for all products under the feature .
3.Product Option Level : if you apply discount schedule in Product Option level that will not come under Product level .
4.Account Level : if you apply discount schedule in account level which product they are buying more.
PRICE RULES
31.what is Price rule in salesforce CPQ ?
sol : Price rules work on mainely Quote and Quoteline Objects.
1. to Inject some Price On Quoteline OR Quote Object .
2. if you want update Quote OR Quoteline Fields based on the other fields on the other Object we can go the Price rules .
32.what are the Summary Variables ?
sol : In the Background what ever the Quantity your entering that value will store in summary variables . we can use this summary variables in Product Rules OR Price Rules.
33.if you want to crete quote template How many Objects included in the Background ?
sol : if you want to create Quote template In the Background There are 3 objects are there.
1. Quote template
2. Template section
3. Template Content
- how many types of Contents Available in Template Content ?
sol : we have 6 types of template content available
1.HTML
2.LINE ITEMS
3.QUOTE TERMS
4.Custom
5.TEMPLATE BOTTOM
6.TEMPLATE TOP
- if you want to add any company LOGO to the your template what are the steps you need ?
sol : we have to upload that logo Into the DOCUMENT object . we can use that document ID in template.
- How we can Add WATERMARK in the Template ?
sol : first we have to add that watermark into the Documents Object . we can use that Watermark id in template .
if you want show that watermark in the Quote Object we have ONE field WATERMARK SHOWN . if we enable than only we can see that watermark otherwise we can’t see
- can we add any Additional Document to the Quote template ?
sol : first we have to upload that Document Into the DOCUMENT object . than go to the Quote template .
in template in the relatedlist we have additional document object is there .there we have to create record with document ID.
- how we can show lineColumns based on the Condition ?
sol : in the linecolumn object we have ONE field called COnditional Print Field . where we have to add that field
- what is contract and how to create contract automatically ?
sol : if you want to create contract Atleast we should have 1 subscription Product and we have Atleast 1 Primary Quote
then we can create contract automatically go to the Opportunity and we closed that deal we have 1 checkbox called Contracted
if we enable the checkbox automatically it will create Contract
ex : In that quote we have 4 products 2 is standalone Products and 2 is Subscription products once contract is created where will go that products ?
sol : in the background we have 2 objects Asset object and Subscription product object.
Standalone Products go to the Asset Object and Subscription Product goes to the subscription Product
- What is Amendment ?
sol : if you want to Edit line items in existing contract we wiil use this amendment process .
- if you do amendment what will create in the Background ?
sol : it will create Amendment Opportunity and Amendment Quote
than you can close the Amendment Opportunity automatically whatever the new changes done in the Amendment that will be available in the Existing Contract
- what is renewal foreCast checkbox in the contract what it will do ?
sol : if you want to create renewal Opportunity for that contract for future purpose if we enable that checkbox automatically it will create Opportunity with the Products.
even if you want renewal QUOTE we have one more checkbox Renewal Quote . it will create renewal quote and renewal Opportunity both will create
- what is Multi Dimentional Quote ?
Soil: if you want to create multi Dimensional Quote we have to create Price Dimensions.Multi dimensional quotes are created for subscription Products Only..
if you want to segrigate the service based on the Quarters OR based on the Monthly We have to use Multi dimentional Quote