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Your customer has both Salesforce and CPQ Cloud and would like to achieve the following:

- Select one parts master to hold all of the parts data.
-Provide the ability to upload and download parts data.
-Have a corresponding price book entry to each part.
-Ensure that the parts are available for currently integrated external systems.
-Ensure that the parts data is available for reporting to the entire product
development team, without purchase of extra licenses of CPQ Cloud.

Based on these requirements, which two options would you choose to design and implement the parts master?

A. Store all the parts data in Salesforce and use the Salesforce Data Loader tool to upload and download the parts data.
B. Use the Salesforce price book and reporting and use the integration APIs to make all the parts data available for use in other external systems that are integrated with Salesforce.
C. Store the parts data in CPQ Cloud and use the Bulk Data service to upload and download the parts data. Use the price book entries for each part.
D. Integrate each external system with CPQ Cloud on client approval. purchase the reporting capability for your CPQ Cloud site.

User Cvibha
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1 Answer

3 votes

Final answer:

Based on the requirements, options A and B are the best choices for designing and implementing the parts master. Option A focuses on storing data in Salesforce with Salesforce Data Loader, and option B leverages the Salesforce price book and reporting with API integrations.

Step-by-step explanation:

The requirements stated involve selecting a parts master to hold all parts data, a method to upload and download this data, corresponding price book entries for each part, the availability of parts data for integrated external systems, and accessibility of this data for reporting without additional CPQ Cloud licenses.

Given these requirements, the two options to choose from for designing and implementing the parts master are:

  • A. Store all the parts data in Salesforce and use the Salesforce Data Loader tool to upload and download the parts data. This satisfies the requirement of having a single parts master and provides tools for data upload and download.
  • B. Use the Salesforce price book and reporting and integrate with the APIs to make all parts data available in other external systems. This option addresses the need for price book entries, availability for external systems, and reporting within the product development team without the need for additional CPQ Cloud licenses.

Options C and D do not meet the full criteria as these would limit the availability of the parts data to systems outside of CPQ Cloud or incur additional costs for reporting capabilities.

User Muggles
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7.1k points