Salesforce Certified CPQ Specialist — Question 82
Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10.
Each region has some Products which are region-specific and unavailable to users from other regions. Managers can add Products to a sales rep's Quotes that are inaccessible to other sales reps.
The Admin has created and populated a custom Region field on the Product object.
Which two steps should the Admin take to meet the business requirement? (Choose two.)
Answer options
- A. Add a Search Filter to the Add Products Custom Action to filter Products based on the current user.
- B. Create a single Price Book with all Products. Share the Price Book with all users.
- C. Create a Price Book per region for sales reps. Share the regional Price Book with appropriate sales reps.
- D. Use Product rules to hide Products from some sales reps.
Correct answer: A, D
Explanation
Option A is correct because adding a Search Filter allows the Add Products Custom Action to show only Products relevant to the current user's region. Option D is also correct since using Product rules can effectively hide Products from sales reps who do not have access based on their region. Options B and C do not address the need for region-specific access, as they focus on broad sharing rather than restricting visibility based on the user's region.