Explanation:

When price rules are insufficient to address additional calculation steps needed to accurately set the quote line list price for a project, the next functionality to consider is the Quote Calculator Plugin (QCP). The QCP offers a more flexible and powerful way to perform complex calculations and manipulations on quote lines beyond what's achievable with standard price rules. By using a QCP, developers can write custom logic that interacts directly with the quote calculation engine of Salesforce CPQ, providing a tailored solution to meet specific pricing requirements​​.

Explanation:

Enable Large Configurations on Specific Bundles: Instead of enabling large configurations globally for all bundles, consider selectively enabling it only on the bundle parents where it is needed. By doing so, you can avoid affecting smaller bundles that don’t require large configurations. This approach allows you to optimize performance while still benefiting from large configurations where necessary.

Review CPQ and Billing Design Solutions: Take a closer look at your CPQ and billing design. Ensure that your configuration models, pricing rules, and quote line editor settings are well-optimized. Sometimes, design choices can impact performance. Consider consulting Salesforce documentation and best practices to fine-tune your implementation.

Avoid Unnecessary Use of Large Configurations: While large configurations can handle complex bundles, they may not be needed for smaller bundles with fewer products. Evaluate each bundle’s complexity and enable large configurations only when necessary. Avoid using it indiscriminately across all bundles.

References:

Salesforce Enable Large Configurations Documentation

Salesforce Trailhead: Understand Scalability

Salesforce Revenue Cloud Overview

Explanation:

To implement the user story of rewarding loyal customers with bulk discounts based on previously purchased quantities, the design of the solution should include the following components:

Contracts, Subscriptions and Assets should be populated with historical data. This is necessary to track the customer’s purchase history and determine the appropriate discount tier for each product or service. Contracts, Subscriptions and Assets are the core objects of Revenue Cloud that store the information about the customer’s agreements, recurring charges, and entitlements. By migrating the historical data from the legacy system to these objects, the customer can leverage the Revenue Cloud features such as renewal management, usage-based pricing, and revenue recognition. 123

Discount schedules with Cross Orders checked. This is the feature that enables the bulk discounts based on previously purchased quantities. A discount schedule is a set of discount tiers that apply to a product or a product option based on the quantity or amount ordered. By checking the Cross Orders option, the discount schedule will consider the quantities from all the orders associated with the same account, contract, or subscription. This way, the customer can reward their loyal customers with lower prices for higher volumes. 45

References:

1: Revenue Management Platform & CPQ Solution - Salesforce.com US

2: Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel - Salesforce

3: Give Discounts for Long Subscriptions Unit | Salesforce Trailhead

4: Discount Schedules - Salesforce

5: Salesforce Revenue Cloud Trailmix - Trailhead

Explanation:
Upon noticing an error on a posted invoice, the recommended corrective action is to use the "Cancel and Rebill" feature. This process allows an admin to roll back the invoice to its state before the most recent billing cycle, enabling the correction of errors on the invoice record. This functionality is applicable to both draft and posted invoices, providing a way to address issues such as missing invoice lines or incorrect billing details. After canceling and rebilling, the admin can correct the order as needed and proceed to create and post a new invoice, ensuring the accuracy of billing records.

Explanation:

The three common CPQ design mistakes to avoid while implementing CPQ for your customer are:

A. Using price book entries to handle attribute based variations instead of lookup price rules: Price book entries are not designed to handle attribute-based variations. Instead, lookup price rules should be used. These rules allow you to adjust pricing based on specific product attributes, providing more flexibility and accuracy1.

C. Creating process builders and flows to pass data between fields instead of using twin field mapping: Process builders and flows can be complex and difficult to maintain. Instead, twin field mapping should be used. This feature allows you to map fields between objects, ensuring data consistency and reducing the need for custom code1.

D. Writing customizations for product selection or validation instead of using option constraints, product rules, and bundles: Customizations can be time-consuming and costly to implement and maintain. Instead, Salesforce CPQ provides built-in features like option constraints, product rules, and bundles that can handle product selection and validation. These features are designed to enforce business rules and ensure that only valid product combinations are selected1.

References:

https://inspireplanner.com/blog/5-common-salesforce-cpq-implementation-challenges-and￾how-to-avoid-them/