Answer : A
Understanding the Requirement:
Within a bundle, Products A and B must be mutually exclusive, allowing the user to select either but not both.
If both products are selected, the system should automatically remove Product B and retain Product A.
Optimal Salesforce CPQ Solution:
Product Selection Rule:
This rule dynamically evaluates conditions and executes actions, such as adding or removing products.
It is suitable for automating the removal of conflicting products based on user selections.
Summary Variables:
Used to check if both products are selected during configuration.
Implementation Steps:
Step 1: Create a Product Rule:
Navigate to Product Rules in Salesforce CPQ.
Create a new rule with the following settings:
Type: Selection
Evaluation Event: Always
Scope: Product
Step 2: Define Error Conditions:
Add two Error Conditions to evaluate if both Product A and Product B are selected:
Error Condition 1: Check if Product A is selected using a Summary Variable.
Error Condition 2: Check if Product B is selected using a Summary Variable.
Step 3: Configure Product Action:
Add a Product Action to Remove Product B if both Error Conditions are true.
Ensure the rule prioritizes retaining Product A over Product B.
Rationale for Option A:
Option A is the most direct and efficient approach, leveraging Product Selection Rules to automatically enforce the requirement.
Options C and D use alert or validation rules, which display messages and rely on user intervention, failing the requirement of automatic resolution.
Option B introduces conflicting rules with differing evaluation orders, which can lead to complex and unpredictable behavior.
Validation and Testing:
Add the bundle to a Quote and configure it to select both Product A and Product B.
Verify that Product B is automatically removed, and Product A is retained.
Salesforce CPQ documentation highlights the effectiveness of Product Selection Rules for handling dynamic product configurations and resolving conflicts.
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