Salesforce Certified CPQ Specialist Practice

In Salesforce CPQ, what does the term "Eligibility" refer to?

1. The set criteria that determine product availability

2. The verification of customer credit status

3. The approval process for discount application

4. The reporting features available to supervisors

The correct answer is: The set criteria that determine product availability

The term "Eligibility" in Salesforce CPQ specifically pertains to the set criteria that determine product availability. This concept is vital in the CPQ system, as it allows sales teams to assess which products can be offered to customers based on predefined rules and conditions. For example, eligibility can be dynamically influenced by factors such as customer attributes, account status, or active promotions. By defining these criteria, organizations ensure that sales representatives are guided in presenting only the products that meet the customer's specific situation and context. In contrast, the other options focus on different aspects of the sales and approval processes. Verification of customer credit status relates to financial assessments and is separate from product eligibility. The approval process for discount application concerns the workflow involved in managing discounts, which is distinct from determining product availability. Lastly, reporting features for supervisors refer to analytical tools for performance insights rather than to criteria governing product offerings.