SALESFORCE CPQ

ASSIGNMENTS
PRESENTED BY:

RAHUL (CPQ SPECIALIST)

ASSIGNMENT 1

As a Sales Rep, I want to select below products while selling

those to end customer by using salesforce CPQ.
• Product Names:
ASSIGNMENT 2

• “Nortan” plans to sell a configurable group of products but

does not want to show the bundle Parent Product to the
Client.
ASSIGNMENT 3

• “Nortan” has Product Options in a bundle that must be

displayed in the Quote Line Editor to the User. However,
“Nortan” does not want these Product Options to display on
the Quote Document that is generated and presented to the
Customer.
ASSIGNMENT 4

• Try Below things:

• Min Qty should be 5 for one of the products you configured from
Assignment 1
• Test Quantity Control
• As a sales rep, I want to see Configure Product screen
ASSIGNMENT 5

• As a sales rep, I should not sell “Nortan 360 Standard “ if

“Nortan Antivirus Plus” is not selected. I would like to
make sure on the dependency before I close my deal to
avoid re-work.
• Add few more products on same bundle so you can test
Exclusion Option constraint as well
ASSIGNMENT 6

• The admin would like the user to select from a pre-filtered

list containing only Antivirus products within the “Basic
Plan" Feature of the “Nortan Antivirus" bundle.
ASSIGNMENT 7

• As a sales Rep, I need option to select “Shipping Country”

and based on my selection it should display the product list
which can be shipped in that country.
• I need this for all features
• Sales Rep can not proceed with the selection of shipping country
Shipping
Country Action Product Name
India Enable Nortan Antivirus Plus
India Disable Nortan 360 Standard
India Enable Web Camera
India Disable PC gamer
India Disable Password Manager
US Disable Nortan Antivirus Plus
US Enable Nortan 360 Standard
US Enable Web Camera
US Enable PC gamer
US Enable Password Manager
ASSIGNMENT 8

• As a sales Rep, I would like to store “Service Start Date”

and “Service End Date” time for all maintenance product.
• These input should be stored at Quote Line level as well
• These dates will be displayed in generated PDF (You can complete
this once we done with “Quote Template” session)
ASSIGNMENT 9

• As a Sales Rep, System should display alert to me if I am

not selecting maintenance product for the actual license.
• E.g. If I selected product “TV” then we should provide “6 months” of
support to the customer so as a sales rep- we should select
“Maintenance Product-TV”
• Error Message : You should select Maintenance product for your
actual licenses.
ASSIGNMENT 10

Dynamic Bundle:
• Create below Bundle which will allow me to select any product based on product
Family.

Bundle Name: Anrdoid Application

Note: Don’t create any product Option

Below Products should be sellable inside above Bundle:

1. Location Tracker
2. File Converter
ASSIGNMENT 11

• As a sales rep, I want to sell below product to my customer,

but I should have control to change quantity on monthly
basis. my customer is expecting
- 10 quantity for first month
- 15 quantity for first month
- 20 quantity for remaining months

- Product Name: SLM Package

ASSIGNMENT 12

• As a sales rep, I would like to sell below product for

lifetime. I can terminate this product term any time.

Product Name: Basic CAD Software

ASSIGNMENT 13

• I should get option to change subscription Term on Quote Line Editor. Please
display that option to me and I should be able to change subscription Term.

• Scenario:
- Create Quote
- Add Products on it
- Add subscription Term on Quote Line Editor
- Save the Quote
- I should see the results in the “Subscription Term” field
ASSIGNMENT 14

• Pricing Team wants to set up below product and it should

change the product price based on number of licenses.

Product Name: Nortan Antivirus Plus

Starting Qty. Ending Qty. Price $

1 11 $50
11 21 $75
21 31 $100
31 $150
$2-Overage
ASSIGNMENT 15

• Pricing Team wants to set up below product and it should change the product price based on my
customers.
Customer Name: NASA
Product Price : $130

Customer Name: Quick Heal

Product Price: $120

All other customers

Product price: $150

Product Name: Nortan Antivirus Standard

ASSIGNMENT 16

• Pricing Team wants to set up below product and it should

change the product discount based on the number of
licenses:

Product Name: Nortan 360 License

This discount will only be applied if sales rep is selling this
product inside the bundle

Starting Qty. Ending Qty. Disc.%

1 11 15%

11 21 20%

21 31 25%

31 30%
THANK YOU
CHANGE IS THE END RESULT OF ALL TRUE LEARNING