Salesforce Certified CPQ Specialist Practice

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When the "Apply Immediately" checkbox is selected on a Price Rule, what happens?

The rule will apply only after the quote is saved

The rule is applied as soon as the trigger conditions are met

When the "Apply Immediately" checkbox is selected on a Price Rule, the rule is applied as soon as the trigger conditions are met. This means that as soon as the relevant criteria outlined in the price rule are satisfied during the quoting process, the changes dictated by the rule are enacted immediately without needing additional user action, such as saving the quote.

Selecting this option allows for dynamic pricing adjustments and enhances the real-time accuracy of the quote based on the most recent data or changes made, improving the overall efficiency of the sales process. Immediate application is particularly beneficial in scenarios requiring quick responses, allowing sales teams to offer competitive and updated pricing while engaging with customers.

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The rule will be queued for later application

The rule is applied only to new sales

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