The admin wants to ensure that within one bundle, either Product A or Product B...

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.