Salesforce CPQ Specialist CPQ-Specialist Question # 49 Topic 5 Discussion

 Requirement Overview:

Prevent users from making price changes to Quotes or Quote Lines that have already been approved.

 Solutions:

C. Validation Rule:

Create a Validation Rule to block any material changes to approved Quotes or Quote Lines.

D. Product Rule:

Use a Validation Product Rule to prevent edits to pricing fields once a Quote has been approved.

 Steps to Configure:

Validation Rule:

Navigate to Setup > Validation Rules for the Quote and Quote Line objects.

Create rules to restrict edits when the status is set to Approved.

Product Rule:

Create a Validation Product Rule targeting Quote or Quote Line fields.

 Validation:

Test by attempting to edit an approved Quote and verifying the system prevents changes.