Creating product rules
If a customer is buying a printer from your company and your sales rep forgets to add a cartridge, it costs time and energy for everyone involved in the process to buy the right combination of products. This also results in a poor customer experience. In some cases, the rep may not know the actual combination of products, which may lead to incompatible products that are included in a quote. It is difficult for a rep to remember these combinations and rules, especially when a business is selling a lot of products. Salesforce CPQ and its product rules are designed to help the rep get the right products added to the quote the first time.
Admins can work with the business to define these rules for your organization and perform a one-time configuration.
Product rules are derived based on the if/then structure. If a condition is satisfied, then an action will be performed. Product rules allow admins to define advanced configuration logic compared to option...