Salesforce Certified CPQ Specialist Practice

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What is the function of an Approval Rule in Salesforce CPQ?

To enforce specific conditions under which a quote requires approval

The function of an Approval Rule in Salesforce CPQ is to enforce specific conditions under which a quote requires approval. Approval rules are set up to define criteria that must be met for a quote to proceed without needing additional authorization. They are essential for maintaining company policies around pricing and discounting, allowing organizations to manage risk related to revenue and profitability while ensuring compliance with internal processes.

When certain thresholds are met—whether in terms of discount percentages, total deal value, or other defined conditions—the approval rule triggers, requiring approval from designated approvers before the quote can be finalized. This mechanism helps ensure that any deviations from standard pricing strategies are reviewed and validated, thus playing a critical role in financial governance and risk management within sales processes.

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To automatically approve all quotes

To allow custom pricing without restrictions

To categorize quotes based on value

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