Salesforce Certified CPQ Specialist — Question 209

A user has added multiple bundles to the Quote. Each bundle consists of Product Options of the Product Families:
• Hardware
• Licenses
• Maintenance

On the output document, different line columns need to be rendered that contain the Products of each Family.

Moreover, the Product Options of each Family need to be rendered separately for each bundle.

Which two steps should the admin take to meet the requirement? (Choose two.)

Answer options

• A. Populate the Sort Order field on each Product record to properly sort the Quote Lines within each section.
• B. Construct a formula field on the Quote Line object that returns the bundle's Name and Number, and use this field in the Group field on the Line Item section.
• C. Create a different Line Item section for each Product Family and leverage the Conditional Print field to show the correct products.
• D. Create a different Line Item section for each Product Family, and leverage the Filter field to show the correct products.

Correct answer: B, C

Explanation

Option B is correct because constructing a formula that includes the bundle's Name and Number allows for proper grouping in the output document. Option C is also correct as it specifies creating distinct Line Item sections for each Product Family, ensuring clarity in rendering. Options A and D are incorrect because they do not address the specific requirement of separating the Product Options for each bundle or the correct use of grouping and printing in this context.