Salesforce Certified CPQ Specialist — Question 215

Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?

Answer options

• A. Add the Eco-Friendly custom field to the Search Filters Field Set on the Product object.
• B. Set the Default field on the Add Products Custom Action to TRUE.
• C. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
• D. Create a Filter Product Rule and Product Action with Type set to Optional Filter.

Correct answer: D

Explanation

The correct answer is D because creating a Filter Product Rule with an Optional Filter allows sales reps to view all bundles while still providing the default subset of eco-friendly products. Option A does not directly address the need for flexibility, while B sets a default that cannot be bypassed, and C would restrict visibility rather than allowing for additional options.