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Maintain Your CPQ Specialist Certification for Spring ’23

Learning Objectives

After completing this unit, you’ll be able to:

  • Use Salesforce CPQ external configurator with enhanced domains.
  • Create more complex nested bundles.
  • Get Customer Asset Lifecycle Management with Salesforce CPQ Plus.
  • Improve security by enabling integration user for calculations.
  • Add multiple entries for the same child product.

Maintain Your Certification

If you hold the Salesforce CPQ Specialist credential, keep in mind that you need to complete this module by the due date to maintain your certification. Another important part of maintaining your credential is ensuring that your Trailhead and Webassessor accounts are linked.

Interested in learning more about getting certified? Check out the Salesforce CPQ Specialist credential.

Note

While anyone can earn this badge, this module is designed for those who hold the Salesforce CPQ certification. 

Protect the Integrity of Your Certification

The quality of our certification exams and the value our credentials provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with credentials that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Credential and Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Credential and Certification Program Agreement and Code of Conduct Trailhead Help article for more details.

Salesforce introduced a ton of great feature enhancements. Let’s take a look at some of the more important ones for this release. These changes apply to Salesforce Lightning Experience and Salesforce Classic in Salesforce CPQ.

Salesforce CPQ External Configurator Is Compatible with Enhanced Domains

You can now use the Salesforce CPQ external configurator when enhanced domains are enabled by updating the Salesforce CPQ package settings.

Where: This change applies to Lightning Experience, Salesforce Classic, and the Salesforce mobile app in Salesforce CPQ Plus.

How: Update the Salesforce CPQ package settings to add the enhanced domains format of the external configurator URL.

  1. In Setup, find and open Visualforce Pages.
  2. Next to the external configurator’s Visualforce page, open the page by clicking Preview.
  3. Copy the URL. The URL is the external configurator URL in enhanced domains format.
  4. In Setup, find and open Installed Packages.
  5. Next to the Salesforce CPQ package, click Configure, and then click Additional Settings.
  6. In the external configurator URL field, paste the URL and click Save.

Salesforce Help: Create More Complex Nested Bundles

In the Salesforce CPQ external configurator, you can now configure bundles that contain up to three levels of nested child products. The nested child products can include two levels of nested bundles and one level of nested options.

Where: This change applies to Lightning Experience, Salesforce Classic, and the Salesforce mobile app in Salesforce CPQ Plus.

Get Customer Asset Lifecycle Management with Salesforce CPQ Plus

With a Salesforce CPQ Plus license, you now have visibility into the products your customers have bought, from initial sale through the end date of a subscription or service. Previously, Customer Asset Lifecycle Management was available only with Salesforce Billing.

An asset without lifecycle management still represents a product that a customer has bought, but the information stops at the time of sale. By contrast, a lifecycle-managed asset shows information about a product after it’s sold, such as a subscription or a warranty. Customer Asset Lifecycle Management is driven by a custom automated process. For each lifecycle-managed asset, you see information in a dashboard and on related pages in Salesforce.

Where: This change applies to Lightning Experience, Salesforce Classic, and the Salesforce mobile app in Salesforce CPQ Plus.

Improve Security by Enabling Integration User for Calculations

In Salesforce CPQ, you can now access the external calculation service with an integration user and a short-lived access token. This method of accessing the external calculation service replaces the current method of designating a user and long-lived refresh token and improves security, as Salesforce no longer stores the long-lived token.

Where: This change applies to Lightning Experience and Salesforce Classic in Salesforce CPQ.

How: In Settings, find and open Installed Packages. Next to the Salesforce CPQ package, click Configure.

On the Pricing and Calculation tab, select Use Integration User for Calculations. The existing refresh token is removed and the Salesforce CPQ Integration User permission set is created. The new permission set is then added to the CPQIntegrationUserPermSetGroup permission set group.

Test the new setting by running a calculation from a quote. Then, verify that you can amend and renew a contract that is created from an opportunity. If these processes finish without errors, you’re now using the new method of accessing the calculation service.

If an error occurs, update the CPQIntegrationUserPermSetGroup permission set group to grant the integration user access to custom fields or objects used during quote calculations. For example, add a permission set to the permission set group.

Add Multiple Entries for the Same Child Product

When using the Dynamic option selection method to configure a bundle feature in the Salesforce CPQ external configurator, sales reps can add the same child product on multiple lines. This feature lets sales reps configure each child product individually rather than only increasing the quantity of a single line item.

Where: This change applies to Lightning Experience, Salesforce Classic, and the Salesforce mobile app in Salesforce CPQ Plus.

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