A product designer created the necessary products and bundles using Product Catalog Management. However, users are not able to see the products while preparing quotes.
Which action should the product designer take to resolve this?
A.
Select the appropriate product selling model for each of the products.
B.
Select the appropriate pricing procedure in the Salesforce Pricing Setup.
C.
Select the appropriate context definition in the Product Discovery Settings.
When using Product Catalog Management in Salesforce Revenue Cloud, visibility of products during quote creation (especially through Product Discovery) is controlled by the Context Definition. Contexts allow administrators to define when and for whom products are visible during the product selection process, based on criteria like sales channels, quote type, or other business rules.
If products are not appearing during quote preparation, it is often due to a missing or misconfigured context definition. Assigning the correct Context Definition in Product Discovery Settings ensures that products and bundles are available during quoting based on business logic.
Option A (selecting a selling model) affects how the product is priced and billed, but not its visibility.
Option B (pricing procedure) impacts price calculations, not product discovery or visibility.
Exact Extracts from Salesforce Revenue Cloud Documents:
CPQ Implementation Guide – “Product Discovery Configuration”:“Ensure that context definitions are properly set so that products appear under the right conditions during quoting. Missing contexts will result in products not being visible to end users.”
Revenue Cloud Product Catalog Guide – “Using Context for Product Availability”:“Context Definitions act as filters for product discovery. Without proper context mapping, products may not show up for selection.”
Chosen Answer:
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