A CPQ admin wants to improve the performance of Salesforce CPQ so that sales reps can quickly generate and send quotes. Which three steps can an admin take to improve the performance of CPQ?
To improve the performance of Salesforce CPQ, enabling sales reps to quickly generate and send quotes, an admin can undertake the following steps:
C . Ensure Salesforce CPQ is upgraded to the latest release: Keeping the CPQ software up to date ensures that users benefit from the latest performance enhancements and bug fixes, which can significantly improve the overall efficiency of the system.
D . Reuse referenced fields across the UI and rules: By reusing fields and minimizing the number of unique calculations or data fetch operations, system load is reduced, which can improve response times and overall performance.
E . Rules that have a narrower evaluation scope will lead to better performance: Configuring rules to operate within a narrower scope means that fewer calculations are necessary during each transaction, which speeds up the quote generation process.
These steps are aligned with best practices in system optimization, focusing on maintaining up-to-date software, efficient use of system resources, and strategic rule configuration to enhance performance.
Universal Containers has three product families - Hardware, Software and Services. Their Sales Reps want to be able to view the net totals of various product families at the quote level. In order to support this, the CPQ admin has created three price rules that use summary variables to add the net total for quote lines that belong to a particular product family and intend to populate the sums to custom fields on the quote record. From a performance standpoint, which of the following is true?
Salesforce Revenue Cloud's CPQ (Configure, Price, Quote) solution allows for the creation of price rules that can be used to perform calculations on quote lines. In this scenario, the CPQ admin has created three separate price rules, each using a summary variable to add the net total for quote lines belonging to a particular product family. While this solution works, it may not be the most optimal from a performance standpoint.
Option D suggests using a single price rule with three price actions. This would be more efficient because it reduces the number of price rules that need to be evaluated. Each price rule evaluation can consume system resources and potentially slow down the quote calculation process. By consolidating the three price rules into a single one with multiple actions, the system only needs to evaluate one rule, which can improve performance.
Reference
Summary Variable Fields - Salesforce
Revenue Management Platform & CPQ Solution - Salesforce.com US
Quote Line Groups - Salesforce
Which feature is needed to split Order Products into different Invoice runs?
Grouping Order Products into Invoices - Salesforce
To split Order Products into different Invoice runs, the feature needed is 'Invoice Group.' Salesforce Billing allows for the customization of invoice groups, enabling the billing of order products that meet specific criteria separately. This functionality is particularly useful for separating invoices with different billing or payment terms and for consolidating several order products into a single invoice when needed. By defining an Invoice Group ID, users can control the invoicing process for order products more granularly, ensuring that invoicing aligns with business requirements.
An Invoice Scheduler is set up with Target Date = January 15 and Bill Usage Charges = False. Which setting will generate invoice lines?
During user acceptance testing (UAT) a tester submitsan incident because the invoicetotal did not match the expected results. Which 3 types of information should be includedin the description of the incident and a quick resolution?
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