Salesforce Certified CPQ Specialist — Question 29

The Products sold by Universal Containers (UC) have a Product Family of Hardware or Software. Each Quote should only contain one of the Product Families. At the time of Quote creation, the sales rep is required to populate a custom picklist with the API name Family__c with values of Hardware or Software.
If the sales rep selects Hardware for the Family__c field, the rep should only be able to add Products with the Product Family of Hardware to the Quote. The same premise applies for the value Software for the Family__c field.
How should the Admin meet this requirement?

Answer options

• A. Create a Search Filter related to the Add Products Custom Action where: Target Object is Product - Target Field is Product Family - Operator is Equals - Filter Source Object is Quote - Filter Source field is Family__c Hidden is True
• B. Create a Custom Action Condition related to the Add Products Custom Action where: Target Object is Product - Field is Product Family - Filter Value is Family__c
• C. Create a Custom Action Condition related to the Add Products Custom Action where: Target Object is Quote - Field is Family__c - Filter Value is Product Family
• D. Create a Search Filter related to the Add Products Custom Action where: Target Object is Quote - Target Field is Family__c - Operator is Equals - Filter Source Object is Product - Filter Source Field is Product Family Hidden is True

Correct answer: A

Explanation

The correct answer is A because it establishes a search filter that links the Product Family to the Family__c picklist selection, ensuring that only relevant products can be added to the Quote. Option B does not correctly filter based on the selected Family__c value, while option C incorrectly targets the Quote instead of the Product. Option D also targets the Quote but does not properly set the conditions needed for filtering based on the Family__c field.