Maintain Your CPQ Specialist Certification for Spring ’24

Learning Objectives

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

Use OmniStudio features with Salesforce CPQ+.
Create quote templates using OmniStudio Document Generation.
Minimize security vulnerabilities in quote term editor with LWC rich text editor.
Work with CPQ quotes instead of web quotes in Salesforce CPQ.
Allow Percent of Total products to evaluate across an entire bundle.

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.

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

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 Salesforce Help article for more details.

Salesforce introduced 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.

Use OmniStudio Features with Salesforce CPQ+

Available since Summer ’23, use OmniStudio FlexCards, OmniScripts, Data Mappers, and Integration Procedures with Salesforce CPQ+.

Create guided brand experiences using the OmniStudio suite of configuration tools and resources. OmniStudio integrates Salesforce automation capabilities across Platform, Einstein, MuleSoft, Industries, and AppExchange to deliver an efficient end-to-end workflow platform.

Create Quote Templates Using OmniStudio Document Generation

In Salesforce CPQ+, it’s now easier to create templates that your reps can use to build quotes for your customers. Create a Microsoft Word (.docx) file with the language and formatting you want, drop in tokens, upload the file, and map tokens to Salesforce fields.

A token is a placeholder in a template that maps input data for dynamic generation. For a .docx template, you can embed various types of tokens, such as for variables or repeating content.

Activate the template and it’s ready for your sales reps to use. If they like, reps can convert their documents to PDFs.

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

Minimize Security Vulnerabilities in Quote Term Editor with LWC Rich Text Editor

The quote term editor page is now rewritten with the Lightning Web Component (LWC) rich text editor replacing the CKEditor. The LWC rich text editor is a native Salesforce component that integrates smoothly with the Salesforce Platform.

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

Why: The LWC rich text editor helps minimize security vulnerabilities and ensure smooth integration with the Salesforce Platform. Here are some of the differences between the LWC quote term editor and the CKEditor.

The text color is gray and doesn’t change when editing.
The icon and message when hovering over a term are lighter.
While undo and redo buttons aren’t available, the functionality can still be achieved using keyboard shortcuts.
Number lists render differently from the quote document generator. Nested levels display letters and Roman numerals on sublevels in the LWC rich text editor, instead of displaying numbers at every level.
The LWC rich text editor supports eight levels of indentation.
Indentation and paragraph spacing can be lost or added when opening existing terms in the new editor. To fix this, add or remove the indentation and paragraph spacing using the new editor before saving any changes.
Save and Undo buttons are no longer inactive when all unsaved changes are deleted out of the editor.

Work Without Web Quotes in Salesforce CPQ

You can no longer edit or generate documents from web quotes. Instead, use the CPQ quote. On quote records, you can edit the quote lines or generate documents.

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

Covering an Entire Bundle with a Percent of Total Product

You can define a product option as a Percent of Total product. This setup is useful when your Percent of Total product is part of a larger package, such as an IT service bundle that contains hardware, software, and a hardware warranty. It also lets you limit your covered products to the bundle instead of your entire quote. A PoT product can now also be set to cover the entire bundle, including options in nested (child) bundles within the main bundle.

If your product option is related to a Percent of Total product record, use the Percent of Total Scope field to determine what your Percent of Total product covers in that bundle. By default, all options exclude other products with Subscription Pricing set to Percent of Total or Fixed Price.

Product Option	Coverage
Package	Covers only the bundle parent
Components	Covers only other options on the same level
Both Package and Components	Covers the bundle parent and other options on the same level
Entire Hierarchy	Covers the entire bundle configuration, including all parent and child bundles

When creating a new PoT product, the picklist field you select for Percent of Total Scope determines what your new PoT product will cover.

Follow these steps to define your PoT product to cover the entire bundle.

From the parent product, create a new product option record or locate an existing product option for a percent of total product
Ensure the product option’s Configured SKU field is set to the parent product and the Optional SKU field is set to your Percent of Total product record.
Set the value for the product option’s Percent of Total Scope field to Entire Hierarchy. Note that if this option is not included in the picklist by default, it can be added manually.

Let’s look at an example. Your company sells an appliance bundle. In this bundle, all nonsubscription products (hardware) are covered by a warranty. The warranty Percent of Total product exists in the first level of the bundle. There are also nested bundles containing hardware product options. Ensure that all hardware products are covered by a single Percent of Total product by using the product option field Percent of Total Scope.

For this example, we already have created an appliance bundle with the following structure in which 1 is the parent product, lowercase letters represent child products, and Roman numerals represent the nested options, or grandchildren, of the parent.

Parent

Warranty (PoT product)
Hardware
Nested Bundle 1

Hardware
Hardware

Nested Bundle 2

Hardware
Hardware

Nested Bundle 3

Hardware
Hardware

Locate the Percent of Total warranty product in the first level of the bundle.
Navigate to the Product Option record for your Percent of Total product.
Set the Percent of Total Scope to Entire Hierarchy.

Now, when we sell the appliance bundle, our Warranty product will cover the parent product, sibling products, and all nested options within the bundle. By using the Percent of Total Scope field with the new value Entire Hierarchy, we’re able to ensure nested options are also included in the percent of total calculation.

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