Configure price quote product bundling, pricing rules, and quote templates concepts tested on the Salesforce CPQ Specialist exam.
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- What is a product bundle in Salesforce CPQ?
- A collection of related products grouped together and sold as a single unit.
- What are the two main types of bundles in Salesforce CPQ?
- Static bundles (fixed products) and dynamic bundles (flexible product selection).
- What is a quote line group in Salesforce CPQ?
- A logical grouping of quote lines within a quote, often used to organize bundled products.
- What is a constraint rule in Salesforce CPQ?
- A rule that enforces dependencies between products in a bundle, such as requiring one product if another is selected.
- What controls whether a bundle component is visible during quote configuration?
- Bundle configuration settings and visibility rules that specify which components appear to the user.
- What is a pricing rule in Salesforce CPQ?
- A set of conditions and actions that automatically adjust product prices based on specified criteria.
- Name three types of pricing rules in Salesforce CPQ.
- Standard, tiered, and volume pricing rules.
- What is a pricing rule condition?
- A criterion that must be met for a pricing rule to apply, such as quantity, account field, or quote field values.
- What does the 'greater or equal' operator mean in a pricing rule?
- The condition is true when the tested value is greater than or equal to the specified value (>=).
- What does the 'not equal' operator mean in a pricing rule?
- The condition is true when the tested value differs from the specified value (<>).
- What types of discounts can a pricing rule apply?
- Fixed-amount discounts or percentage-based discounts.
- What is the purpose of effective dates on a pricing rule?
- To control when a pricing rule is active and applies to quotes.
- What does cumulative pricing mean in a pricing rule?
- When enabled, multiple pricing rules can apply and stack their effects on the same quote line.
- What is a surcharge in Salesforce CPQ pricing?
- A fee added to the quote line price, typically applied as a percentage or fixed amount.
- Can pricing rules use account-based conditions?
- Yes, pricing rules can use conditions based on account fields, customer segments, and territories.