Universal Containers (UC) has categorized its Products into three Product Families. When rendering a document, UC wants to separate the Products into different Line Item tables by Product Family.
How should the admin meet the requirement in the most efficient manner?
Requirement:
Separate products into different Line Item tables by Product Family when rendering a document.
Solution:
The Group Field functionality within a single Template Section can group Line Items by Product Family dynamically, avoiding the need for multiple Template Sections.
Why Other Options Are Incorrect:
B & D: Creating multiple Template Sections for each Product Family introduces redundancy and is less efficient.
C: LineSortField sorts products but does not create separate tables.
Salesforce CPQ Reference:
Group Field functionality is explained in the Quote Templates and Template Sections guidelines .
Markus
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