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Salesforce Sales-Admn-202 Exam - Topic 2 Question 18 Discussion

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?
B) Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.
A) Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.
C) Create an HTML Template Content record with three tables to represent each Product Family.
D) Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

Salesforce Sales-Admn-202 Exam - Topic 2 Question 18 Discussion

Actual exam question for Salesforce's Sales-Admn-202 exam
Question #: 18
Topic #: 2
[All Sales-Admn-202 Questions]

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?

Show Suggested Answer Hide Answer
Suggested Answer: B

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.


by Alonzo at Jun 30, 2026, 12:06 AM

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Vernell
3 days ago
Not sure if creating three tables is the best approach, though.
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Chara
8 days ago
Definitely need those subtotals for clarity!
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Leslie
13 days ago
A little surprised that Roll-Up fields aren't the go-to here.
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Valda
18 days ago
I disagree, C sounds more flexible with the HTML tables.
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Dana
23 days ago
Option B seems like the best choice for clear organization.
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Jacquelyne
29 days ago
Isn't it better to just simplify the whole Quote instead of adding more tables?
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Tien
1 month ago
Wow, I didn't realize how much feedback could impact Quote clarity!
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Oretha
1 month ago
Roll-Up fields are useful, but they might complicate things.
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Lino
1 month ago
I disagree, I think option C could work better for visual appeal.
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Silva
2 months ago
Option B seems like the best choice for clear organization.
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Vincenza
2 months ago
I remember Roll-Up fields being useful, but I don't think they apply to this scenario since we need to show subtotals in a specific format.
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Carmela
2 months ago
I feel like creating separate tables could work, but I'm not confident about the HTML Template Content option. It seems more complex than necessary.
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Bobbie
2 months ago
I think option B sounds familiar. We did a similar question where grouping helped clarify the totals, but I can't recall the exact details.
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Alison
2 months ago
I remember we discussed using Line Items sections in our practice sessions, but I'm not entirely sure if grouping by Product Family is the right approach here.
upvoted 0 times
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