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?
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A collection of related products grouped together and sold as a single unit.- What are the two main types of bundles in Salesforce CPQ?
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Static bundles (fixed products) and dynamic bundles (flexible product selection).- What is a quote line group in Salesforce CPQ?
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A logical grouping of quote lines within a quote, often used to organize bundled products.- What is a constraint rule in Salesforce CPQ?
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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?
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Bundle configuration settings and visibility rules that specify which components appear to the user.- What is a pricing rule in Salesforce CPQ?
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A set of conditions and actions that automatically adjust product prices based on specified criteria.- Name three types of pricing rules in Salesforce CPQ.
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Standard, tiered, and volume pricing rules.- What is a pricing rule condition?
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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?
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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?
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The condition is true when the tested value differs from the specified value (<>).- What types of discounts can a pricing rule apply?
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Fixed-amount discounts or percentage-based discounts.- What is the purpose of effective dates on a pricing rule?
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To control when a pricing rule is active and applies to quotes.- What does cumulative pricing mean in a pricing rule?
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When enabled, multiple pricing rules can apply and stack their effects on the same quote line.- What is a surcharge in Salesforce CPQ pricing?
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A fee added to the quote line price, typically applied as a percentage or fixed amount.- Can pricing rules use account-based conditions?
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Yes, pricing rules can use conditions based on account fields, customer segments, and territories.
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