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Question 3 - Certified Revenue Cloud Consultant Accredited Professional discussion

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Universal Containers has three product families - Hardware, Software and Services. Their Sales Reps want to be able to view the net totals of various product families at the quote level. In order to support this, the CPQ admin has created three price rules that use summary variables to add the net total for quote lines that belong to a particular product family and intend to populate the sums to custom fields on the quote record. From a performance standpoint, which of the following is true?

A.
The current solution with three separate price rules is the most optimal solution
Answers
A.
The current solution with three separate price rules is the most optimal solution
B.
It would be better to create separate quotes for each of the product families
Answers
B.
It would be better to create separate quotes for each of the product families
C.
It would be better to create separate quote line groups for each of the product families and then use quote line group auto-summary functionality
Answers
C.
It would be better to create separate quote line groups for each of the product families and then use quote line group auto-summary functionality
D.
It would be better to use a single price rule with three price actions
Answers
D.
It would be better to use a single price rule with three price actions
Suggested answer: D

Explanation:

Salesforce Revenue Cloud's CPQ (Configure, Price, Quote) solution allows for the creation of price rules that can be used to perform calculations on quote lines. In this scenario, the CPQ admin has created three separate price rules, each using a summary variable to add the net total for quote lines belonging to a particular product family. While this solution works, it may not be the most optimal from a performance standpoint.

Option D suggests using a single price rule with three price actions. This would be more efficient because it reduces the number of price rules that need to be evaluated. Each price rule evaluation can consume system resources and potentially slow down the quote calculation process. By consolidating the three price rules into a single one with multiple actions, the system only needs to evaluate one rule, which can improve performance.

It's important to note that summary variables in Salesforce CPQ allow you to perform a math function on the collected values of a number field on the quote line, product option, subscription, or asset1.You can also create filters so that the summary variable evaluates only fields on records that match the filter values1. This functionality would still be available with a single price rule with multiple actions.

Reference

Summary Variable Fields - Salesforce

Revenue Management Platform & CPQ Solution - Salesforce.com US

Quote Line Groups - Salesforce

asked 23/09/2024
Novy Kingra
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