Salesforce Certified CPQ Specialist Practice

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Prepare for the Salesforce Certified CPQ Specialist exam with our practice quiz. Study with flashcards, multiple-choice questions, hints, and explanations for each question. Pass your exam with confidence!

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In Salesforce CPQ, when is a Discount Schedule typically applied?

At the end of the quote process
When the quote is generated
Upon the creation of a Quote Line
When a customer requests a discount

The correct answer is: Upon the creation of a Quote Line

A Discount Schedule in Salesforce CPQ is typically applied upon the creation of a Quote Line. This is because Discount Schedules are setups that define specific price adjustments or discounts that can be applied to particular products based on various conditions. When a Quote Line is created for a product, the system checks the associated Discount Schedules for that item to see if any discounts should automatically be applied based on the pricing rules you've set up. This allows sales representatives to provide accurate pricing in quotes right from the beginning of the quote creation process, ensuring that the customer receives the correct pricing information, which can lead to higher efficiency in sales and quote accuracy. Other scenarios, such as applying a discount at the end of the quote process or when the quote is generated, do not align with how the Discount Schedule functions in relation to Quote Lines. Furthermore, a customer requesting a discount is a reactive approach that may lead to one-off negotiations but does not leverage the systematic approach of applying predefined discount schedules that are built into the CPQ system.