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What is the purpose of a Custom Action in Salesforce CPQ?

  1. To create custom buttons in the Quote Line Editor for specific actions

  2. To define pricing strategies for products

  3. To manage user permissions

  4. To set up product bundles

The correct answer is: To create custom buttons in the Quote Line Editor for specific actions

The purpose of a Custom Action in Salesforce CPQ is to create custom buttons in the Quote Line Editor for specific actions. This functionality allows organizations to enhance user interactivity and streamline processes within the quoting environment. By implementing Custom Actions, users can perform tailored tasks, such as applying discounts or initiating workflows, directly from the Quote Line Editor. This feature increases efficiency and improves the user experience by enabling quick access to frequently used functions. In contrast, defining pricing strategies for products relates to other configuration settings in CPQ, where users can set up rules and pricing adjustments. Managing user permissions is handled through Salesforce's security and access settings, which are not specific to the Quote Line Editor. Lastly, setting up product bundles involves the configuration of products and their relationships but does not pertain to the specific action features that Custom Actions provide in the quoting process.