Which of these describes the persistent cart used in Guided selling?
A. A version of Vlocity Cart
B. A lightweight OmniScript component
C. Designed for novice user
D. Designed for power user
Explanation:
In Salesforce Industries (Vlocity) Guided Selling, the persistent cart is a specialized implementation of the Vlocity Cart designed to save and retrieve cart data across sessions. Here’s why:
Persistent Cart = Vlocity Cart (Correct Answer - A)
The persistent cart is built on the Vlocity Cart framework, which stores quote/order data in a structured format.
It retains cart items, configurations, and pricing even after a user logs out or returns later.
This is not a lightweight component (B) but a core feature of the Vlocity platform.
Why Not the Other Options?
B) Lightweight OmniScript component → The persistent cart is not just a UI component; it’s backed by server-side cart logic.
C) Designed for novice users / D) Designed for power users → The cart’s persistence benefits all users, regardless of expertise.
Felix is the Vlocity CPQ administrator, and he has created a new product with no child
products in the shared product catalog. What must he do after he has created the product
in Vlocity Product Console?
Note: This question displayed answer options in random order when taking this Test.
A. No additional steps are needed.
B. He must run the Refresh Pricebook job and then the Product Hierarchy Maintenance job.
C. He must run the Product Hierarchy Maintenance job and then the Refresh Pricebook job.
D. He must clear the platform cache and then run the Refresh Product Hierarchy Maintenance job.
Explanation:
After creating a new product in the Vlocity Product Console, especially one with no child products, Felix must ensure that the system properly reflects the product in both the hierarchy and pricing engines.
This involves running two administrative jobs in sequence:
Step 1:
- Run the Product Hierarchy Maintenance job
- This updates the internal product hierarchy.
- Ensures the product is correctly structured and visible in the catalog.
Step 2:
- Run the Refresh Pricebook job
- Recalculates and regenerates pricebook entries.
- Makes the product available for pricing and selection in CPQ flows.
Why not the others:
A. No additional steps are needed – This is incorrect because the system does not automatically update the hierarchy or pricing.
B. Running Refresh Pricebook before Product Hierarchy Maintenance – This can cause pricebook data to be inaccurate due to missing hierarchy updates.
D. Clearing platform cache and then running Refresh Product Hierarchy Maintenance – Cache clearing is not required, and "Refresh Product Hierarchy Maintenance" is not a standard job name.
A pickiist name is used only at design-time and not at run-time (so it's not visible to
customers)
A.
True
B.
False
True
Explanation:
In Salesforce Industries CPQ (Vlocity), a picklist name is a developer/designer-facing identifier used only at design-time.
It is used when configuring context dimensions, defining attribute value sets, and linking picklists to context rules.
At run-time, customers only see the picklist values (labels), not the internal picklist name.
This means the picklist name helps identify or reference the picklist in configuration but is not exposed to end users during run-time experiences.
Analysis of options
A. True → Correct. The picklist name is only used at design-time and not shown to customers.
B. False → Incorrect. The picklist name is not visible at run-time.
In which two cases should a developer use child price lists? Choose 2 answers
A. Creating pricing for different regions
B. Changing the pricing of the parent product in a bundle
C. Changing the pricing of child products in bundles
D. Creating pricing for products that are only available to certain customers using context rules
Explanation:
Child Price Lists in Salesforce CPQ are used to override or extend pricing from a parent price list under specific conditions. Here’s when they are most useful:
A) Different Regions (Geographic Pricing)
If a product has region-specific pricing (e.g., higher prices in Europe, lower in Asia), a child price list can apply those adjustments without modifying the parent price list.
D) Customer-Specific Pricing (Context Rules)
Child price lists can be linked to context rules (e.g., customer segment, contract type) to offer custom pricing for specific buyers.
Example: A VIP customer gets a 10% discount via a child price list.
Why Not the Other Options?
B) Changing parent product pricing in a bundle → Parent product pricing is controlled by the main price list, not child price lists.
C) Changing child product pricing in bundles → Bundle pricing is usually handled via Product Rules or Discount Schedules, not child price lists.
Discounts can only be created in the Product Console
A. True
B. False
Explanation:
While the Vlocity Product Console allows you to manage product-related discounts, discounts in Salesforce CPQ/Vlocity can be created and managed in multiple ways:
Discount Schedules - Created in CPQ settings to apply tiered or volume-based discounts
Price Rules - Can be configured to apply automatic discounts based on conditions
Quote Line Editor - Allows manual application of discounts during quoting
OmniScripts - Can include discount logic in guided selling flows
Why Not True?
The Product Console is just one of several places where discounts can be configured. The statement is too absolute.
In Vlocity Context Rules, what is the purpose of a rule set?
A.
To contain one or more context rules in a set that can be assigned to products,
promotions or price list entries
B.
To combine Advanced Rules and Context Rules into a set
C.
To define the cardinality used during rule processing
D.
To organize context rules in logical group during design-time
To contain one or more context rules in a set that can be assigned to products,
promotions or price list entries
Explanation:
In Vlocity Context Rules (Salesforce Industries CPQ), a rule set is used to group one or more context rules together.
This allows you to assign them as a single set to products, promotions, or price list entries.
When the rule set is assigned, all its context rules are evaluated to determine if the product or promotion should be available, visible, or applicable to a given scenario.
Analysis of options:
A. Correct. Rule sets are designed to group context rules and assign them to commercial entities.
B. Incorrect. You cannot combine Advanced Rules and Context Rules into the same set.
C. Incorrect. Rule sets do not define cardinality for rule processing.
D. Partially true but incomplete. The main purpose is not just to organize but to enable assignment and evaluation together at runtime.
How does Vlocity Cart represent products with a default quantity cardinality of 0?
Note: This question displayed answer options in random order when taking this Test.
A. As a line item with an Add to Cart button
B. In a yellow font as a Recommended Product
C. As a line item with a quantity of 0
D. As an available product in the Search Item dialog
Explanation:
In Vlocity Cart (Salesforce Industries CPQ Cart), when a product has a default quantity cardinality of 0, it means:
The product is optional, not auto-included.
It is visible in the cart, but not pre-selected or pre-added.
How it appears to the user:
It shows up as a line item in the cart interface.
Instead of a quantity field (since it’s initially 0), the user sees an Add to Cart button, allowing them to explicitly add the product if they want.
Analysis of options:
✅ A. As a line item with an Add to Cart button
→ Correct. This is exactly how products with a default quantity of 0 are represented.
B. In a yellow font as a Recommended Product
→ Incorrect. This is not the standard visual indicator.
C. As a line item with a quantity of 0
→ Incorrect. It does not show an actual "0" quantity; it shows an add button.
D. As an available product in the Search Item dialog
→ Incorrect. The product may also be available in search, but this is not how it is primarily presented in the cart.
You want to price the newest smartphone for B2B customers at $999 , but $900 for B2C customers. What is the best way to do it
A. Assign the product to a pricebook and create two pricebook entries
B. Create product bundles and create a pricing Override
C. Create two versions of the smartphone product and create different pricing for each
D. Use two different price list
Explanation:
To price the same product differently for B2B and B2C customers, the most effective method is to use separate price lists.
- Create a price list for B2B customers with the smartphone priced at $999.
- Create a price list for B2C customers with the smartphone priced at $900.
Use context rules to qualify which price list applies based on the customer's segment.
This ensures dynamic pricing, product reuse, and efficient catalog management.
Why not the others:
A. Assigning two pricebook entries – Relevant for core Salesforce CPQ, not Industries CPQ.
B. Bundles with pricing overrides – Overrides are better suited for specific configuration scenarios, not segment-level pricing.
C. Creating two versions of the product – Leads to unnecessary duplication and maintenance overhead.
Where do product images appear in the Cart?
A. In the Product List
B. In the Cart's Line Item pane
C. Product images must be configured in the Cart's templates
D. In the Product Details modal window
Explanation:
In Vlocity Cart (Salesforce Industries CPQ Cart), product images are displayed directly next to each product in the Line Item pane of the cart.
This helps customers visually identify the products they have added, improving the user experience.
Analysis of options:
A. Incorrect. The Product List refers to the product selection page, not the cart.
B. Correct. Images appear in the cart’s Line Item pane along with product details.
C. Incorrect. While images need to be set up on the product record, they do not require special templates to display in the cart.
D. Incorrect. Images can appear in the Product Details modal, but in the cart, they specifically show in the Line Item pane.
Which of the following are the key functions that you enable with a Guided Selling
OmniScript process? (Choose THREE)
Note: This question displayed answer options in random order when taking this Test.
A. Instantiate the persistent cart
B. Allow users to select products from the shared product catalog and add them to the cart
C. Submit the order and return to the account
D. Allow users to review applicable promotions
E. Use multiple OmniScripts to get products
Explanation:
A Guided Selling OmniScript is designed to walk users through a structured product selection and configuration process. Here’s how each correct option fits:
A. Instantiate the persistent cart This sets up the cart at the beginning of the guided selling flow, allowing selections to persist across steps and enabling final submission later.
B. Allow users to select products from the shared product catalog and add them to the cart This is the core function of guided selling — helping users browse, filter, and choose products from the catalog.
D. Allow users to review applicable promotions Promotions tied to selected products or customer context can be surfaced during the flow, helping users make informed decisions and increasing conversion.
❌ Why not the others?
C. Submit the order and return to the account This is typically handled in a separate OmniScript or post-cart flow, not within the guided selling process itself.
E. Use multiple OmniScripts to get products Guided Selling is usually implemented as a single OmniScript with branching logic and integration procedures — not multiple scripts fetching products independently.
When adding a new commercial product to the catalog, which of the following items must be done in order for it to display in Vlocity Cart's product list? (Choose THREE) Note: This question displayed answer options in random order when taking this Test.
A. It must have a price.
B. Run Refresh Pricebook.
C. Run the Product Hierarchy Maintenance job.
D. The default Availability interface must be active.
E. The Orderable field must be checked.
F. The Active field must be checked.
G. It must have an Object Type.
Explanation:
When adding a new commercial product to the catalog in Salesforce Industries (Vlocity), to make it display in the Vlocity Cart’s product list, you must ensure:
A. It must have a price.
Products displayed in the cart need to have a price so that customers can see and buy them.
If a product has no price (and no price list entries), it won't appear in the cart.
C. Run the Product Hierarchy Maintenance job.
This job updates the product hierarchy cache used by the Vlocity Cart UI.
Without this, new or updated products will not show up properly in the cart product list.
F. The Active field must be checked.
Only active products appear in the cart.
The Active flag on the product (Catalog Product or Product2, depending on context) must be set to true.
❌ Why not the others?
B. Run Refresh Pricebook.
This is not necessary for Vlocity Cart. This is standard Salesforce CPQ functionality, not Vlocity CPQ.
D. The default Availability interface must be active.
Not required to simply display a product. Availability interfaces are used when there is availability logic (like checking inventory), but not strictly needed for listing.
E. The Orderable field must be checked.
This is only needed if you want to enforce ordering constraints. A product can still be displayed without it.
G. It must have an Object Type.
Object Type is used internally for distinguishing product types, but it is not a requirement for showing the product in the cart.
A price list: (Choose THREE) Note: This question displayed answer options in random order when taking this Test.
A. Is always associated with a price book.
B. Is used to create pricing variables.
C. Contains price list entries
D. Can be a parent price list or child price list
E. Is the same as a price book.
Explanation:
A Price List in Salesforce Industries (Vlocity) CPQ is a critical component for defining pricing structures. Here’s what you must know:
✅ Correct Answers:
A. Is always associated with a price book.
Price Lists cannot exist independently—they must be linked to a Salesforce Price Book.
Why? Price Books standardize which products are sellable, while Price Lists define how they’re priced (e.g., regional pricing, discounts).
C. Contains price list entries.
Price Lists store Price List Entries, which specify:
Base prices
Discount tiers
Overrides (e.g., customer-specific pricing).
Why? Without entries, the Price List is just an empty container.
D. Can be a parent price list or child price list.
Supports inheritance: Child Price Lists can override parent prices (e.g., for geographic or contract-specific pricing).
Why? Enables centralized pricing control with localized exceptions.
❌ Why Not the Others?
B. Is used to create pricing variables.
Incorrect. Pricing variables (e.g., formula-based discounts) are defined in Price Rules, not Price Lists.
E. Is the same as a price book.
Incorrect. Price Books (Salesforce standard) define which products are sellable. Price Lists (Vlocity CPQ) define how they’re priced.
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