Salesforce Certified CPQ Specialist Practice

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TRUE OR FALSE: Quote Templates support conditional logic for including specific sections.

  1. True

  2. False

  3. Only for certain templates

  4. Only in the advanced version

The correct answer is: True

Quote Templates in Salesforce CPQ indeed support conditional logic, allowing users to dynamically include or exclude specific sections based on certain criteria or data points. This feature enhances the customization of quotes, ensuring that only relevant information is presented to the customer based on the specific context of their needs or the products selected. For instance, if a particular product requires additional terms and conditions, those can be conditionally included in the quote based on the selection of that product. The ability to apply conditional logic is a key aspect of making Quote Templates flexible and responsive, ultimately improving the sales process and customer experience. This capability is not restricted to certain templates or versions; it’s a fundamental feature of Quote Templates within Salesforce CPQ, regardless of whether the user is utilizing a basic or advanced version. This flexibility has made Salesforce CPQ a powerful tool for businesses looking to streamline their quoting processes.

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