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Admins at Universal Containers (UC) created an automation that selects the Renewal Forecast and Renewal Quoted checkboxes when a Contract is activated. However, UC has found that amendments to the contract fail to update the Renewal Opportunity.
What is the explanation for this result?
When an Order is Contracted, the sales operations team needs to store a unique license number on the Asset record for each downloadable Product sold.
How should the Admin meet the business requirements?
Requirement:
A unique license number needs to be stored on the Asset record for each unit of a downloadable product sold.
Solution:
Setting the Asset Conversion field to One per Unit ensures that an individual Asset record is created for each unit of the product. This allows each Asset to store a unique license number.
Why Other Options Are Incorrect:
A & B: Null or custom values do not enforce one Asset per unit, making it impossible to assign unique license numbers.
D: One per Quote Line creates only one Asset for the entire Quote Line, which is not suitable for unit-level licensing.
Salesforce CPQ Reference:
The behavior of Asset Conversion is detailed in CPQ Asset Configuration documentation .
Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products.
How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions?
Requirement Overview:
Restrict sales reps to only selecting subscription Products when using the Add Subscriptions Custom Action.
Solution Details:
The Search Filter for the Add Subscriptions action should include only subscription Products.
Setting the Filter Value to Hidden ensures that only Products matching the filter criteria are displayed.
Steps to Configure:
Navigate to the Search Filter related to the Add Subscriptions action.
Set the Filter Value to True.
Mark the Hidden checkbox to restrict visibility to subscription Products.
Validation:
Test the Custom Action to confirm that only subscription Products are visible.
A Quote has one Quote Line for a subscription product with an End Date that differs from the Quote's End Date.
Which date will CPQ use to calculate the prorate multiplier?
Requirement:
Calculate the prorate multiplier when a subscription product's End Date differs from the Quote's End Date.
Solution:
CPQ uses the Quote Line date (specific to the subscription product) to calculate the prorate multiplier. This ensures alignment with the subscription term.
Why Other Options Are Incorrect:
A & D: Earliest or latest dates do not determine prorate multipliers.
B: The Quote date applies to the Quote as a whole, not individual subscription products.
Salesforce CPQ Reference:
Prorate multiplier calculations are outlined in Subscription Management Guidelines .
The order of precedence for evaluating subscription dates is as follows
(1) Quote Line,
(2) Quote Line Group, and
(3) Quote
https://help.salesforce.com/s/articleView?id=000383503&type=1
Universal containers wants to give a 25% discount on a specific product option purchased in the Big Box bundle.
In which two ways could the admin configure CPQ to automatically apply this discount?
Choose 2 answers
