Rules - 12% Flashcards
What is the purpose of rules in Industries CPQ?
A. To filter products and ensure every order is accurate
B. To create custom UI layouts
C. To manage the customer database
D. To handle user authentication
E. To create dynamic pricing strategies
Answer: A. To filter products and ensure every order is accurate
Explanation: Rules in Industries CPQ ensure that the right products and promotions are shown as available to customers at the right price, and that appropriate penalties for product or service changes and cancellations are assessed in line with business objectives. They help ensure every order is a perfect order.
Which of the following is a type of business rule used in Industries CPQ?
A. Compatibility rules
B. Security rules
C. Privacy rules
D. Performance rules
E. Access rules
Answer: A. Compatibility rules
Explanation: Compatibility rules are a type of business rule used in Industries CPQ to verify products for compatibility and price, ensuring the right configuration is selected.
What is the purpose of take-me-there support in Industries CPQ?
A. To navigate directly to the required configuration to prepare the order for submission
B. To automatically add products to the Cart
C. To manage user permissions and roles
D. To provide guided selling features
E. To handle customer service inquiries
Answer: A. To navigate directly to the required configuration to prepare the order for submission
Explanation: Take-me-there support allows users to go directly to the required configuration to prepare the order for submission, ensuring the order is accurate and complete.
What is the purpose of configurable validation in Industries CPQ?
A. To automatically calculate discounts and promotions
B. To ensure the order can only be submitted after all configuration is provided
C. To manage access control and user permissions
D. To customize the appearance of the Cart UI
E. To create dynamic pricing strategies
Answer: B. To ensure the order can only be submitted after all configuration is provided
Explanation: Configurable validation ensures that the Submit button remains disabled and shows “Incomplete” until the order is valid, preventing submission until all necessary configuration is provided.
What are the two rules frameworks that operate in tandem to filter the product list in Industries CPQ?
A. Context Rules Framework and Advanced Rules Framework
B. Basic Rules Framework and Advanced Rules Framework
C. Security Rules Framework and Privacy Rules Framework
D. Context Rules Framework and Performance Rules Framework
E. Compatibility Rules Framework and Validation Rules Framework
Answer: A. Context Rules Framework and Advanced Rules Framework
Explanation: The Context Rules Framework and Advanced Rules Framework work together to filter the product list in Industries CPQ, ensuring that the list is 100% applicable to the customer and presenting all available and eligible products and promotions in the Cart
In the context of Salesforce Industries CPQ, when do qualification rules typically run?
A. After the Cart displays products and promotions.
B. When the customer updates a submitted order’s status.
C. Before the Cart displays products and promotions.
D. When the customer submits an order.
E. When a product’s compatibility is checked.
Correct answer: C. Before the Cart displays products and promotions.
Explanation: In the context of Salesforce Industries CPQ, qualification rules are designed to run before the Cart displays the products and promotions that customers can select. They essentially determine which products and promotions are available for selection by a particular customer.
In the example of advanced rules in Salesforce Industries CPQ, when do pricing rules run?
A. Only when the customer submits an order.
B. Only before the Cart displays products and promotions.
C. After the customer updates a submitted order’s status.
D. Before the Cart displays products and promotions, and again for validation when the order is submitted.
E. Only when product compatibility is checked.
Correct answer: D. Before the Cart displays products and promotions, and again for validation when the order is submitted.
Explanation: According to the example for advanced rules, pricing rules in Salesforce Industries CPQ run before the Cart displays products and promotions to check product pricing, and they run again for validation when the order is submitted. This ensures that the pricing is correct at all stages of the order process.
What is the primary function of Context Rules in Salesforce Industries CPQ?
A. To assess penalties for product or service changes and cancellations.
B. To qualify products, promotions, price lists, price list entries, and pricing adjustments in the Cart.
C. To create rules for product compatibility or configuration.
D. To filter the product list and present available and eligible products and promotions in the Cart.
E. To tailor the Shared Catalog data into product and service offers.
Correct Answer: B. To qualify products, promotions, price lists, price list entries, and pricing adjustments in the Cart.
Explanation: The Context Rules framework in Salesforce Industries CPQ is primarily used to qualify products, promotions, price lists, price list entries, and pricing adjustments in the Cart. This aids in tailoring the Shared Catalog data into product and service offers that are relevant and available to customers.
What is the primary function of the Advanced Rules framework in Salesforce Industries CPQ?
A. To qualify products, promotions, price lists, price list entries, and pricing adjustments in the Cart.
B. To assess penalties for product or service changes and cancellations.
C. To create rules for product compatibility or configuration.
D. To filter the product list and present available and eligible products and promotions in the Cart.
E. To tailor the Shared Catalog data into product and service offers.
Correct Answer: C. To create rules for product compatibility or configuration.
Explanation: The Advanced Rules framework in Salesforce Industries CPQ is primarily used to create rules for product compatibility or configuration. This aids in further refining the product list after it has been filtered by the Context Rules framework.
What is the primary function of Qualification rules in the Context Rules Framework of Salesforce Industries CPQ?
A. To assess penalties for early termination of contracts or promotions.
B. To determine eligible products, promotions, price lists, price list entries, and pricing adjustments for products in the Cart.
C. To filter the Products and Promotions lists in the Cart so that customers only see the products for which they’re eligible.
D. To apply pricing adjustments and under what circumstances.
E. Both B and C.
Correct Answer: E. Both B and C.
Explanation: The Qualification rules in the Context Rules Framework of Salesforce Industries CPQ are designed to determine the eligibility of a customer to receive a product or promotion before it is added to the Cart (thereby filtering the Products and Promotions lists in the Cart), and to determine eligible price lists, price list entries, and pricing adjustments for products in the Cart.
What is the purpose of Penalty rules in the Context Rules Framework of Salesforce Industries CPQ?
A. To assess penalties for early termination of contracts or promotions.
B. To determine eligible products, promotions, price lists, price list entries, and pricing adjustments for products in the Cart.
C. To apply pricing adjustments and under what circumstances.
D. To filter the Products and Promotions lists in the Cart so that customers only see the products for which they’re eligible.
E. None of the above.
Correct Answer: A. To assess penalties for early termination of contracts or promotions.
Explanation: Penalty rules in the Context Rules Framework of Salesforce Industries CPQ are designed to apply penalties when customers cancel contracts or promotions that they’ve already ordered, particularly during the contract period.
In what situation would a Penalty rule be triggered in Salesforce Industries CPQ?
A. When a customer adds a product to the Cart.
B. When a product or promotion is only available for purchase by long-term customers.
C. When a customer cancels a promotion or contract during the contract period.
D. When a customer in CA is eligible for pricing from the West Coast price list.
E. When a customer is deciding on which product to add to the Cart.
Correct Answer: C. When a customer cancels a promotion or contract during the contract period.
Explanation: In Salesforce Industries CPQ, a Penalty rule would be triggered when a customer decides to cancel a promotion or contract during the contract period. This would result in a penalty being applied to the customer’s account.
What is the purpose of the ContextRuleService interface in the Salesforce Industries CPQ application?
A. To apply penalty charges for early termination of contracts or promotions.
B. To determine the eligibility of a customer to receive a product or promotion.
C. To enable context rules in the application.
D. To determine the price of a product in the cart.
E. To return a list of products that are available to the customer to select.
Correct Answer: C. To enable context rules in the application.
Explanation: The ContextRuleService interface in Salesforce Industries CPQ is responsible for enabling context rules in the application. It only has one implementation, also named ContextRuleService, which must be the active and default implementation for context rules to be enabled.
What is the role of the ProductAvailabilityOpenInterface in the context of qualification rules for products?
A. To return a list of products without running context rules.
B. To return only those products which meet the context rules set.
C. Both A and B.
D. To enable context rules in the application.
E. To apply penalty charges for early termination of contracts or promotions.
Correct Answer: C. Both A and B.
Explanation: The ProductAvailabilityOpenInterface is used when the application must provide a list of products that are available to the customer to select. It has two implementations: the DefaultAvailabilityOpenImplementation (which returns a list of products without running context rules) and the CtxRulesProductsOpenImplementation (which returns only those products which meet the context rules set).
What does the TightestMatchInterface do in the Salesforce Industries CPQ application?
A. It determines which price list entry to select when pricing a product in the cart.
B. It returns a list of products without running context rules.
C. It enables context rules in the application.
D. It applies penalty charges for early termination of contracts or promotions.
E. It returns only those products which meet the context rules set.
Correct Answer: A. It determines which price list entry to select when pricing a product in the cart.
Explanation: The TightestMatchInterface is called when the application needs to price a product in the cart. It has two implementations: the TightestMatchServiceImplementation (which uses weights to determine which price list entry to select) and the FirstMatchImplementation (which ignores those weights and selects the first match that it finds).
What is the purpose of a rule set in the context of Salesforce Industries CPQ?
A. To determine the pricing of a product in the cart.
B. To apply a collection of one or more context rules to a product, promotion, price list, or price list entries.
C. To run penalty charges for early termination of contracts or promotions.
D. To enable context rules in the application.
E. To return a list of products that are available to the customer to select.
Correct Answer: B. To apply a collection of one or more context rules to a product, promotion, price list, or price list entries.
Explanation: A rule set in Salesforce Industries CPQ is a collection of one or more context rules applied to a product, promotion, price list, or price list entries. These rules are evaluated as a whole when performing a check against a product or promotion.
What is the Action Taken option “Qualify” in the context of Salesforce Industries CPQ rule sets?
A. Products and promotions will display in the “Disqualified” tab. Price lists or price list entries will not display anywhere.
B. Triggers a context action used with penalty rules.
C. The objects won’t display, regardless of what object they are.
D. Products or promotions will display on the Qualified tab. Price lists will display in the price list dropdown menu. Price list entries will be applied in the cart line items.
E. None of the above.
Correct Answer: D. Products or promotions will display on the Qualified tab. Price lists will display in the price list dropdown menu. Price list entries will be applied in the cart line items.
Explanation: The “Qualify” action in Salesforce Industries CPQ rule sets means that products or promotions will display on the Qualified tab, price lists will display in the price list dropdown menu, and price list entries will be applied in the cart line items.
What does the “And” expression mode in Salesforce Industries CPQ rule sets imply?
A. Requires that at least one of the rules in the rule set passes for the rule set to evaluate to Pass.
B. Requires a custom expression to evaluate the rule set.
C. Tests the first rule in the rule set, and tests the subsequent rule only if the first rule does not pass.
D. Requires that all of the rules in the rule set pass for the rule set to evaluate to Pass.
E. Tests the first rule in the rule set.
Correct Answer: D. Requires that all of the rules in the rule set pass for the rule set to evaluate to Pass.
Explanation: The “And” expression mode in Salesforce Industries CPQ rule sets requires that all of the rules in the rule set pass for the rule set to evaluate to Pass. It is the default mode and is used only with qualification rules.
What components does a context rule contain in the Salesforce Industries CPQ?
A. Rule condition, context dimension, context mapping, and price list entries.
B. Context dimension, context scope, context mapping, and rule set.
C. Rule condition, context dimension, context scope, and context mapping.
D. Rule condition, context scope, context mapping, and expression mode.
E. Context dimension, context scope, context mapping, and effectivity.
Correct Answer: C. Rule condition, context dimension, context scope, and context mapping.
Explanation: A context rule in Salesforce Industries CPQ contains four main components: rule condition, context dimension, context scope, and context mapping. These components help to determine when a rule set should run in the Cart.
When creating a context rule in Salesforce Industries CPQ, what are the Expression Mode options?
A. And, Or, Custom, If Else If, If.
B. And, Or, Custom.
C. And, Or.
D. Or, Custom.
E. And, Custom.
Correct Answer: B. And, Or, Custom.
Explanation: When creating a context rule in Salesforce Industries CPQ, the Expression Mode options are And, Or, and Custom. If you choose the custom expression mode, you are required to enter the details of your custom expression in the Expression field.
What is a Context Dimension in Salesforce Industries CPQ?
A. A variable that describes the possible values to use in a rule condition.
B. A function that describes the possible values to use in a rule condition.
C. A static value that describes the possible values to use in a rule condition.
D. A collection of one or more context rules applied to a product, promotion, price list, or price list entries.
E. An interface that allows you to change the way the application works by changing the active implementations for each interface.
Correct Answer: A. A variable that describes the possible values to use in a rule condition.
Explanation: In Salesforce Industries CPQ, a context dimension is a variable that describes the possible values to use in a rule condition. It can be compared against data, such as from an sObject, a function, or a static value defined in the context mapping.