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Salesforce Sales-Admn-202 Exam - Topic 2 Question 18 Discussion
Topic #: 2
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?
Requirement Overview:
Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.
Solution Details:
Salesforce CPQ allows grouping of Line Items in Quote Templates.
Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.
Configuration Steps:
Navigate to the Quote Template.
Create a new Line Items Section.
In the Grouping field, set SBQQ__ProductFamily__c.
Save and test the template by generating a Quote Document.
Validation:
Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.
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