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In this tutorial, we explore how to utilize Salesforce to create bundled quotes that facilitate upsell and cross-sell opportunities while ensuring technical validity. The process involves assembling a solution tailored to customer needs within specific guidelines. The quote example features a solution suite with multiple products, including required items and optional add-ons. Key terminology includes 'bundle' to denote products sold together, and 'product' to refer to the main product serving as the bundle's foundation, with 'product options' being the additional items included. The tutorial outlines three essential steps for creating bundled products effectively.
