Select the Component checkbox on any Product that is a Product Option for the bundles.

Select the Hidden for any Product that is a Product Option for the bundles.

Select the Selectbox on each product option and mark the Product inactive.

Select the bundle on each Product option and mark the Product inactive

Option A

Option B

Set up a Lookup Price Rule referencing a custom object.

Create a Feature level Configuration Attribute.

Set the Configuration Attribute with Apply to Product Options to True.

Create a bundle level Configuration Attribute.

Asset Conversion: One Per Line

Subscription Type: One-Time

Asset Conversion: One Per Unit

Subscription Price: List Price

120, -20, 40

100, -20, 40

100, 80, 120

80, 0, 40

Create a Price Condition against a Quote Line field that contains a value that is unique to the product selected.

Create an Error Condition against a Quote Line field that contains a value that is unique to the product selected.

Fill in the Product field on the Price Rule with the Product.

Fill in the Lookup Object field on the Price Rule with the Product.

Fill in the Appropriate Renewal Uplift Rate on each Subscription record.

Set the Renewal Pricing method on the Contract to Uplift

Set the Renewal Pricing Method on the Account to Uplift.

Fill in the appropriate Renewal Uplift Rate on each Quote Line record

* Regular Unit Price: $108.00

Customer Unit Price: $168.00

Net Unit Price: $156.00

Regular Unit Price: $108.00

Customer Unit Price: $86.40

Net Unit Price: $82.08

Regular Unit Price: $216.00

Customer Unit Price: $172.80

Net Unit Price: $164.16

The earliest date

The Quote date

The Quote Line date

The latest date

Core Salesforce Quote object

CPQ Quote Line object

Opportunity object

CPQ Quote object

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the Selected field to True.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the System field to True.

Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD.

Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR.

On both Product Option records, set the Required field to True.

Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR.

On the Product Option, set the Bundled field to True.

Configuration Attribute and Product Option

Product Option and Quote Line

Product Option and Quote

Configuration Attribute and Quote

Create two field sets on the Quote object representing each profile, and create a text formula field with the API name HeaderFieldSetName on the Quote object that returns the appropriate field set name based on the user's profile.

Create two field sets on the Quote object representing each profile, and create a text formula field name EditLinesFietdSetName on the Quote object that returns the appropriate field set the user's profile.

Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.

Create two field sets on the Quote Line object representing each profile, and create a test formula field sets with the API named EditLinesFieldSetname on the Quote object that returns the appropriate field set name based on the user’s profile.

Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule.

Create an Approver record for each user, and a single Approval Rule record related to one of the Approvers. Using the Next Approver lookup field, sequence each Approver record to form a chain.

Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to true and Approval Step 1 for each rule, then add all rules to the same Approval Chain.

Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the unanimous checkbox to False on the Approver record.

Check the Component checkbox.

Set the Product Family value to Accessory.

Check the Hidden checkbox.

Include lid Products in the description of container Products.

The Hidden checkbox on the Product record is set to TRUE.

The Add Products button has a Custom Action Condition associated to it.

The Component checkbox on the Product record is set to TRUE.

The Add Products button has a Search Filter associated to it.

$50

$225

$273

$23

Configuration Attributes.

Product Options.

Product Features.

Option constraints.

Some Products we missing Rice Book Entries.

Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-

Q Validation Rules on the Opportunity Product silently fail.

D, Only Products with a price greater than zero sync to the Opportunity,

Exclude fror Opportunity is checked on die Product record.

Set the Discount Schedule on Product Feature A and mark the Cross Orders checkbox as True on the Discount schedule.

Set the Discount Schedule on Product Feature A and mark the Cross Products checkbox as True on the Discount schedule.

Set the Discount Schedule on the Product Options records and mark the Cross Products checkbox as False on the Discount Schedule.

Set the Discount Schedule on the Product Options records and mark the Cross Orders checkbox as True on the Discount Schedule.

Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions

Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions

Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions

Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions

Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.

Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.

Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.

The user must have access to the CPQ quote and all related objects.

The user that authorizes the calculation service is a non-human admin user.

The users role should be placed at the top of the Role Hierarchy.

The user that authorizes the calculation service has API Only enabled.

Use Legacy Calculator

Enable Quick Calculate

Calculate Immediately

Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.

Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve the

multiplier and apply it to the custom List Unit Price field on the Quote Line.

Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.

Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.

Associate an Order with the correct Price Book to the Contract before ranewing.

Popuiata the Ranewal Pricebook ID field on the Contract.

Populate the Opportunity or Quota Price Book Id field on tha Contract.

Build Automation to automatically populate the correct Price Book on tha Renewal Quote.

Add Additional Disc. to the Line Editor Field set on the Quote Line object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote object.

Add Additional Disc. (%) to the Line Editor Field Set on the Quote Line Group object.

Add Additional Disc. to the Segmented Line Editor Field Set on the Quote Line object.

Set Pricing Method to Fixed Price on the Product record.

Set Non-Discountable to True on the Product record.

Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier.

Set Pricing Method to Block on the Product record.

Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.

The Approval Chains start the same time and are completed independent of other chains.

The Approval Chains are completed in the order displayed on screen.

The Approval Chain with the lowest Approval Step is completed first.

The Approval Chain with the lowest Final Approval Step value is completed first.

Debug Logs

Apex Jobs

Record Jobs

Paused & Failed Flow Interviews

Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.

Create a Process Builder to update the Product Option field that is used for the Configuration

Attribute value. Set the process to trigger upon new record creation.

Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.

Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.

Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

Quotes within defined thresholds will be automatically approved.

Quotes with multiple steps in the approval chain go directly to the highest approver required.

Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.

Set the Asset Amendment Behavior field value to "Default

Set the Asset Amendment Behavior field value to "Allow Refund".

Set the Asset Conversion field value to "One per Quote".

Conversion field value to "None".

The special price

The partner price

The customer price

The list price

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $540,000

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 18

• Product B Net Total = $36,000

• Product A Prorate Multiplier = 0,5

• Product A Net Total = $270,000

• Product B Prorate Multiplier = 1

• Product B Net Total = $360,000

Set the Renewed Subscription lookup field on the renewal Quote Lines to reference the original Subscriptions.

Set the Renewed Asset lookup field on the renewal Quote Lines to reference the original Assets.

Create a Twin Field of the Square Footage field on the Quote Line object.

Create a Twin Field of the Square Footage field on the Asset and Subscription objects.

Set Bundle to FALSE.

Set Required to FALSE.

Set Selected to TRUE.

Set Quantity Editable to TRUE.

The triggers have been disabled m the Installed Package Settings

Twin fiekJs between the Quote Une and the Opportunity Product need to be set up.

The Primary field on the Quote is missing from the Quote object's Calculating Fields field set.

Primary Quote Keeps Opportunity Products is set to FALSE in the Installed Package Settings.

An Error Condition in a Product Rule should be set up to validate that all product Option’s Quantity field is less than or equal to 10.

A value of 10 should be added to the Max Options field on the feature record.

The Min Quantity and Max Quantity fields on each Option should be set to zero and 10, respectively.

The summary Variable with Filter Fields should be used in an Error Condition of a Product Alert Rule.

Set the Configuration Type field to Allowed.

Select the Component checkbox on the Product.

Select the Hidden checkbox on the Product.

Set the Asset Conversion field to One per unit.

Create a Quote formula field named StartSegment_c that returns 0.

Set the Price Dimension's Type to One-Time.

Set the Product's Default Pricing Table to Standard.

Set the Display Order of the Desegment Line action to 1.

One Price Condition verifying that the SBQQ__ProductName__c field on the Product Option object is equal to “Product A”.

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10.

One Price Action to inject the value 50 into Unit Price field.

One Price Condition using a Summary Variable counting Product A to verify that Product A is selected.

One Price Action to inject the value 10 into the Quantity field.

One Price Action to inject the value 50 into the Unit Price field.

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10

One Price Action to inject the value 10 into the Quantity field.

One Price Action to inject the value 50 into the Unit Price field.

One Price Condition using a Summary Variable counting Product A to verify that Product A is selected

One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10

One Price Action to inject the value 50 into the Unit Price field.

Product Option, Quote Line.

Quote Line, Asset.

Product, Product Option.

Product, Quote Line.

Set the Product’s Sort Order as the only null Sort Order of any Product.

Set the Sort Order as the lowest numerical value of any Product’s Sort Order.

Set the Product Code as the first alphabetically of any Product’s Product Code.

Set the Product’s Product Code as the only null Product Code of any Product.

Additional Discount Fields

Prorate Multiplier

Contracted Price

Target Customer Amount

Discount Schedules

The selected value is saved to the quote line field.

An error message appears that prevents saving the configuration.

The Save button is gray and unavailable In the configurator.

A null value is saved to the quote line field.

Ensure that the Standard Warranty Quote Line’s Start Date and End Date match the Order’s Start Date and End Date.

Select any Shipping Container product on the Order Product selection page to automatically generate a Standard Warranty Order Product on the Order.

Create one Standard Warranty Quote Line for every Shipping Container Quote Line on the Quote.

Set the Product Family picklist on the Standard Warranty product’s Product record to Services.

Constrained Option

Optional SKU

Constraining Option

Configured SKU

Rule D with Evaluation Orcer of 5, and Calculator Evaluation Event of On Calculate

Rule C with Evaluation Order of 20, and Calculator Evaluation Event of Before Calculate

Rule A with Evaluation Order of 10, and Calculator Evaluation Event of Before Calculate

Rule B with Evaluation Order of 20, and Calculator Evaluation Event of On Initialization

Update Percent of Total (%) on the hardware products to 10.

Update Percent of Total Target on Warranty to Standard Warranty.

Update Percent of Total Category on the hardware products to Hardware.

Update Percent of Total Base on Warranty to Net Price.

Create a new Custom Action that is filtered to show only Professional Services Products.

Create a Dynamic Feature for Professional Services Products.

Create a nested bundle that contains all Professional Services Products.

Create a Filter Product Rule with a Product Action filtering for Professional Services Products.

Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.

Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.

Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.

Sales reps can replace the text, but are unable to leave the required field blank.

Sales reps can change the operator from “starts with” to “contains”.

Sales reps can see the filter, but are unable to alter the filter text.

Sales reps can delete the text to ignore the filter.