* Understanding the Requirement:
* Within a bundle, Products A and B must be mutually exclusive, allowing the user to select either but not both.
* If both products are selected, the system should automatically remove Product B and retain Product A.
* Optimal Salesforce CPQ Solution:
* Product Selection Rule:
* This rule dynamically evaluates conditions and executes actions, such as adding or removing products.
* It is suitable for automating the removal of conflicting products based on user selections.
* Summary Variables:
* Used to check if both products are selected during configuration.
* Implementation Steps:
* Step 1: Create a Product Rule:
* Navigate to Product Rules in Salesforce CPQ.
* Create a new rule with the following settings:
* Type: Selection
* Evaluation Event: Always
* Scope: Product
* Step 2: Define Error Conditions:
* Add two Error Conditions to evaluate if both Product A and Product B are selected:
* Error Condition 1: Check if Product A is selected using a Summary Variable.
* Error Condition 2: Check if Product B is selected using a Summary Variable.
* Step 3: Configure Product Action:
* Add a Product Action to Remove Product B if both Error Conditions are true.
* Ensure the rule prioritizes retaining Product A over Product B.
* Rationale for Option A:
* Option A is the most direct and efficient approach, leveraging Product Selection Rules to automatically enforce the requirement.
* Options C and D use alert or validation rules, which display messages and rely on user intervention, failing the requirement of automatic resolution.
* Option B introduces conflicting rules with differing evaluation orders, which can lead to complex and unpredictable behavior.
* Validation and Testing:
* Add the bundle to a Quote and configure it to select both Product A and Product B.
* Verify that Product B is automatically removed, and Product A is retained.
* References:
* Salesforce CPQ documentation highlights the effectiveness of Product Selection Rules for handling dynamic product configurations and resolving conflicts.