Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote.
How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal?
Requirement Overview:
Sales reps want the Square Footage value on a Configuration Attribute to persist when renewing a Quote.
Twin Field Mechanism:
Twin Fields ensure that data is retained and mapped between related objects.
Creating Twin Fields on the Asset and Subscription objects allows the Square Footage value to be carried forward during renewals.
Steps to Configure:
Create a custom field for Square Footage on the Asset and Subscription objects.
Ensure the API names of these fields match the Configuration Attribute API name.
Test the renewal process to confirm the value persists.
Validation:
The Square Footage value should automatically populate in the renewal Quote without manual entry by the sales rep.
Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the Support Feature.
How should the admin set up these requirements for the users?
Requirement Overview:
Maintenance Feature: At least one Product Option must be selected.
Support Feature: At least one and no more than two Product Options must be selected.
Key Configurations:
Min Options = 1: Ensures users select at least one option.
Max Options = 2: Ensures users cannot select more than two options.
Steps to Configure:
Navigate to the Feature Record for Maintenance and set Min Options = 1.
Navigate to the Feature Record for Support and set Min Options = 1 and Max Options = 2.
Validation:
Test the bundle in the Quote Line Editor and verify the selection behavior for both Features.
An admin sets Asset Conversion for a non-subscription Product A to "One per unit." A sales rep creates a quote that includes Product A with a quantity of 2. Sales Operations creates an order from the quote, then creates a contract from the order, then creates a renewal opportunity from the contract.
Which object(s) show multiple records related to Product A?
Scenario Overview:
Asset Conversion is set to One per Unit, so each unit sold creates a separate Asset record.
Object Relationships:
During Order and Contract processes:
Order Product: Reflects the total quantity of Product A as a single record.
Asset: Creates two Asset records, one for each unit.
Validation:
Confirm that the Asset records show separate entries for each unit sold, while other objects (e.g., Order Product) do not duplicate records.
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family.
The maintenance product has been updated to be priced as Percent Of Total and the percentage has been set.
How should the product records be altered to meet this requirement?
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.
Melissa Cooper
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