Explanation:

Salesforce CPQ has a feature that allows you to group products in collapsible sections on the Add Products screen, so users can expand/collapse products by category (e.g. Product Family).

Here’s how it works:

There’s a field in CPQ package settings:
Product Results Group Field Name

If you populate this field with, e.g. Product Family:
The Add Products page will group products into collapsible sections by Product Family.
It’s perfect for orgs with large product catalogs, like UC’s 45,000 products.

Hence, the correct solution is:
Go to CPQ Package Settings → Additional Settings → Product Results Group Field Name → set this field to Product Family.

That’s precisely what the question is describing.

Why not the other options?

A. Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.
“Solution Groups” is unrelated here. It’s an older feature tied to Solutions in the Service Cloud context or legacy CPQ implementations. It’s not for grouping products on the Add Products page.

B. Add the Product Family field to the Search Results Field Set on the Product object.
This only makes Product Family visible as a column on the Add Products screen. It does not create collapsible groups.

C. Select Product Family in the Product Search Plugin field in Plugins.
The Product Search Plugin allows custom search logic and UI, but it’s a developer-level customization. It’s unnecessary for simply grouping products.

Explanation:

Requirement Breakdown:
UC wants a subset of products (eco-friendly + bundles) to appear by default when an Opportunity is flagged as eco-friendly.
However, sales reps should have the flexibility to bypass this filter and see all bundles (even if not eco-friendly).

Why Option B is Correct?

A Filter Product Rule with a Product Action (Type = Optional Filter) allows:
Default filtering (only eco-friendly + bundles appear initially).
Optional override (reps can disable the filter to see all bundles).
This matches the need for conditional filtering with user flexibility.

Why Other Options Are Incorrect?

A (Search Filter):
A static search filter (e.g., "Eco-Friendly") doesn’t allow dynamic switching between filtered/unfiltered views.
Hidden=FALSE only controls UI visibility, not dynamic behavior.

C (Default Custom Action):
Setting Default=TRUE on a Custom Action doesn’t address the filtering logic.

D (Search Filters Fieldset):
Adding a field to the Fieldset only makes it available for search, but doesn’t enforce conditional filtering.

Explanation:

Scenario Breakdown:

Sales reps need to visually distinguish between standalone Quote Lines and Product Options within a bundle.
The goal is to maintain the hierarchical relationship (parent-child) of bundled Products in the Quote Line Editor (QLE).

Why Option B is Correct?

Preserve Bundle Structure ensures:
1. Parent Products (bundles) and their child Options are grouped together.
2. The hierarchy is visually indented in the QLE, making it clear which lines are Options.

Explanation:

When you have a large bundle with many Features and Options, scrolling becomes difficult for users. Salesforce CPQ offers several ways to improve the Configurator UI and reduce scrolling.

A. Set Option Selection Method to Add on the Product Features.
✔ Correct. Setting Option Selection Method to Add hides the options behind an “Add” button instead of displaying all options at once. This saves space and reduces clutter in the configurator.

D. Group the Product Features of the bundle into tabs using the Category field.
✔ Correct. The Category field on Product Features groups multiple features into tabs in the Configurator UI. Instead of stacking features vertically, users can navigate through tabs like Hardware, Software, or Services, reducing scrolling significantly.

E. Change Option Layout to Tabs on the bundle Product.
✔ Correct. The Option Layout field on the bundle product can be set to Tabs. This places each Product Feature on a separate tab instead of stacking them vertically, which helps reduce scrolling in large bundles.

❌ Why Others Are Incorrect:

B. Change Enable Large Configuration to True on the bundle Product.
✘ Incorrect. This improves performance for large configurations but does not change the layout or reduce scrolling in the configurator UI.

C. Set System to True on the Product Options to be excluded from the Configurator.
✘ Incorrect. System = True hides options entirely because they’re automatically included. While it reduces the number of options shown, it’s only appropriate for options that should always be included, not for most user-selectable options.

✅ Example Scenario:

A bundle has 10 Features with 5-10 options each, all stacked vertically, causing too much scrolling. Solutions:
✅ Group Features into tabs using the Category field.
✅ Show Features in tabs by setting Option Layout to Tabs.
✅ Hide options under “Add” buttons by setting Option Selection Method to Add.
Result: dramatically reduced scrolling and a cleaner UI.

✅ Bottom line:

Best ways to reduce scrolling in large bundles:
✅ Option Selection Method = Add
✅ Group Features using Category field
✅ Option Layout = Tabs

Explanation:

Scenario Breakdown:

Users want to preview approval routing (who will approve the Quote) before submitting it.
This is a standard feature in Advanced Approvals (not native Salesforce approvals).

Why Option B is Correct?

Advanced Approvals provides a Preview Approval button that:
1. Displays the full approval chain (approvers, steps, conditions).
2. Requires no code (just add the button to the Quote page layout).