When configuring a nested bundle, set the parentProduct property to the parent product to inherit configuration attributes on the nested bundle. Various fields like Min Options and Max Options can be used to define restrictions for Product Option e.g. One of these are Product Bundles which we will describe in this article. Finally, the Quote with Product Bundle is created. First step is to create the Parent Product 'Desktop System'. Configuration attribute (Optional): This can be used to set the value of a particular field on multiple shared Product Options. In the next topic, we will discuss in detail about Option Constraints in Salesforce CPQ Keep following us for more info on Salesforce CPQ. Step 1: Prepare the User, Product and Quote Objects. a charger sold with Laptop will not be charged separately as its included with Laptop. If Quantity = 3, Quantity Editable = true, Min Quantity = 1, then the starting quantity is set to 3, and this field is editable. Feature: Its like a folder for the product option and is like a container containing all the products that are logically grouped. Select the Product you will create the Feature for. I have been working with Salesforce for quite a while, so dont hesitate to contact me if you have any questions or want some advice. CPQ is a sales tool that has more functions than standard Salesforce. Group products can be put together with Product Options. Get expert guidance as you prepare to set up and use CPQ product bundles.\\n\\nIn this webinar, we cover:\\n- An overview of bundles\\n- Live demo of user experience and configuration\\n- Training and enablement resources\\n- Next steps and recommendations\\n\\nPremier and Signature Success Plan customers, request an individual follow-up after the session. Number: Specifies the display order of the feature.. 1) Navigate to the Products Tab and click New, Enter all the necessary information. Stay tuned for our upcoming blogs. Also Read: Conditionally Rendering Template Sections In Salesforce CPQ. So they came up with a Product Bundle in CPQ. Create another feature named Other Options similar to step 3. 5. 13. This is to map the product to a specific bundle and feature so that, when the product is selected, it lists all the products added as options. Required (means that user is required to buy this product to avail the Product Bundle benefits), Allowed(User has options available), or Disabled(User have no option), Configuration Event (When should be Configure Products screen be shown.) Enter the values for fields like: Configured SKU: Its a staple thing. Auto-Select: When sales reps add a product to this bundle from a dynamic feature, Salesforce CPQ evaluates whether the product contains a field that matches one of the feature's configuration . Apex Code Development (88735); General Development (54349); Visualforce Development (36975); Lightning (16875); APIs and Integration (16385); Trailhead (11498); Formulas & Validation Rules Discussion (10945); Other Salesforce Applications (7896); Jobs Board (6629); Force.com Sites & Site.com (4775) Trailhead and Learning ; Expert-led Learning ; Salesforce Certification ; Career Paths ; Go to Free Online Learning By Scott Morris in Salesforce. Number Set to 1. To create product bundles using Salesforce CPQ, individual products first need to be created. in the video, we would look in detail about the power of the configuration type, configuration event, option layout and option selection method fields on the bundle configuration agenda -. In the Salesforce CPQ Configuration Section Fill Below Fields. The firm, service, or product names on the website are solely for identification purposes. To add price in CPQ PriceBook, navigate to the PriceBook related to the product created. Also Read: What is Salesforce CPQ? Thus making the process quicker but bypassing the validations we put in for the configurator. We can add or remove products, apply discounts and mark-ups, and calculate prices for your quote using quote line editors. It also allows sales representatives to quote the prices of the products in a quick and accurate manner. Similar to step 1, create the other products which has to be bundled together such as CPU 2.8Ghz, RAM 8GB, Keyboard, Mouse . Your email address will not be published. 8) Featuresrelated list on aParent Product with all the Features. After a Product Bundle has been created, it can be added to the quote. It has 3 options: Component: E.g. Copyright 2020 GetonCRM. Quantity Set to 1. Quantity Editable: This means the Sales reps can change this quantity.6. Save the record. Log in to Salesforce CPQ Select Price Books available in the Top Menu Bar Select the Price Book(ex: Product Bundle) available Select the Parent product from the list (ex: Cloud Package Product) In the Salesforce CPQ Configuration Section (Configuration Type = Allowed, Configuration Event= Always) Ok Save (This allows the selected product to behave as a Parent Product). At GetOnCRM Solutions, We help customers to get their CRM off the ground with a professional implementation process catered to their specific needs. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Hi, my name is Sathishkumar Periyasamy, and Im a Salesforce Technical Architect working with strong experience in designing, developing, and integrating Force.com applications in one of the top-notch companies, Copyright Sathish SFDCPowered By Xcodefix, CREAT A CUSTOM ACTION IN QUOTE EDIT LINE PAGE IN SALESFORCE CPQ, DELETE MULTIPLE RECORDS AT THE SAME TIME IN SALESFORCE USING APPEXCHANGE EXTENSION. It can be either in tabs, sections or wizard. Product Bundle is a product that contains different product options. Q2. Go to Setup, select the "Object Manager" tab. Users have the freedom to create a selection of bundle alternatives, dependent on what is needed. Available in: Salesforce CPQ Spring'17 and later Configuration Loader API The Configuration Loader API returns all the data for the product, including its product options and configuration model. ~2 hrs 30 mins Learn About Configuration in the Sales Process ~25 mins Control the Configuration Experience ~10 mins Use Product Options to Construct Bundles ~30 mins Determine How Bundled Quote Lines Behave After Configuration ~10 mins It would act as a guide for beginners, admin, and developers, who wish to build their career in futuristic technology known as Salesforce CPQ. Then we select the "Related" tab on the main product, in this case, a 15" Laptop, and in the "Options" section, click "New". Contact us to find out more. We make Quantity = 3, Quantity Editable = false, Min Quantity = empty. The sales tool has many useful features which aren't available in standard Salesforce functionality. If Quantity = 3, Quantity Editable = true, Min Quantity = empty, then the starting quantity is set to 3, and this field is editable. Discount Percentage is preferred over Discount amount when it comes to multi-currency. All steps are the same as parent product creation just one additional point is. Go to products tab and click on New. We do not own, endorse or have the copyright of any brand/logo/name in any manner. B Check Prior purchases should be set to False. Bundles that only occasionally need customization. How to Create a Feature & Options For a Parent Product? Category: Its possible to assign this feature to a particular category so that related options are grouped. I am passionate about sharing my knowledge about Salesforce with the broader community. Create Sub-Products (Optional products and their pricing). ** If we are to set default quantity in the Options for the Parent Product(Cloud Package Product), then we have to follow the below-mentioned steps to enable the process. Use the configurator to add or remove options from your bundle products. The basics of Salesforce CPQ. This indicates that the product is bundled with a main product. Secondly, we have to create a feature. Select the checkbox to indicate that the related product is bundled with the main product. Next to Detail, there is the Related tab. E.g One anti-virus software/ toner can go for 10 laptops.Related Product: Its slightly different for accessories in the respect that related product type allows the users to change quantity in the line editor. Let's see the how to Select a Product Bundle within a New Quote Generated after Product bundle Creation. 4) Navigate to the ProductsTab and clickNew,Enter all the necessary Set the Activecheckbox toTrue. Dont Show configuration page after selection, but allows the user to reconfigure. Terms of use | Privacy Environmental Policy. Based on certain product fields, you can enter the configurator when you add a bundle product or click reconfigure bundle on a bundle product quote line. Enable checkbox Quantity Editable if we want a user to change the quantity. Bundled Set this to true. Configuration Type If Required is selected, on selection of this product, it redirects to product configuration screen and users are allowed to configure the product options. 11) Now, we are done with all the setup needed for our Desktop Computer. Choose 2 answers A Option Constrain Group should be populated. Bundled under the Pricing section: This checkbox indicates that this product is bundled with the parent product. In this session, we would look at what bundles are, what are Product Options and how we logically group options in a Feature. Bundled - If we check this option during the quote generation process, it will include the product price as Zero(As the functionality for a product bundle exists in the market in general). Product Bundle in Salesforce CPQProduct creation is consistently the initial step for any of the CPQ Solutions. User Object. log in to salesforce cpq select the desired parent product (cloud package product) select the required option from the " options " section and edit in the information section we can find " quantity " field enter the required amount of quantity select the " quotes " from the menu bar available new select the desired " price books " Type - In type, we have three different actions that are performed based on the selection of the type. Finally, we went into Salesforce CPQ to see how to create Products, Features, and Options and what are various fields under them. People make mistakes in clients' data, product price, or package items. Product Feature is created to organize options to groups such as Peripherals/Other Options. Oops! There are four kinds of Product Rules: Validation Rules - Confirms that a quote's product combinations or quote line field values match predetermined conditions Selection Rules - Automatically adds, removes, hides, enables, or disables options in a bundle CPQ (Configure, Price, Quote) is a software by Salesforce that provides users with flexibility in quote creation and configuration. 5) Repeat steps 4 mentioned inCreate a Bundle Product. | Our Official United Kingdom Website, Copyright 2021 GetOnCRM. Course Coverage Course Includes 16 Hours of Sessions 12 Hours of Labs Flexible Schedules Let's talk about your use case and how we can help. Create different UI for Parent Product in Quote. Optional SKU Select CPU 2.8 GHz, the name of the product option. Here is the Options related list on a Parent Product with all the Product Options. Then, click the Create button and select Custom Object. pick 2 out of 3. Then we select the Related tab on the main product, in this case, a 15 Laptop, and in the Options section, click New. Discount by package: If the bundle parent has a percentage-based additional discount, sales for CPQ also apply it to the quote line generated from this product option. C type should be dependency. Quantity Editable This should be selected only when we want the users to edit the quantity during configuration. 2. We need to createindividual product recordsfor optional/component products as well. This is used to associate parent product with sub-products. With CPQ, this error is excluded since after setting up the Product Bundle, the system offers the manager to select optional products from all possible options for the main product. Before heading to the features and options of a parent product, we need to finalise the Parent Product first (ex: Cloud Package Product). This is the name of the feature under which the options has to be listed. All Rights Reserved. 7) Repeat Step #6 to add below Features under the parent bundle. When you fill out the form, click Sign me up. How To Create Data Modeling In Salesforce? The feature is nothing but a category for your Options. Salesforce does understand that product bundling is one of the major aspects of business and shouldnt be neglected. The sales tool lets users change product pricing with any configuration scenario and make highly personalized quotes. We all are familiar with product bundling -a method in which a few products are grouped and sold as one unit- and understand that its used to enable sales. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Product Optionsact as alink between the component product and its bundle product. Bundles that often need to be customized for each customer. - A Complete Beginners Tutorial, Configuring OBM(Out Bound Message) in Workflow Rules, Configuring Email alert in Workflow Rules, Salesforce Integration Interview Questions, Explore real-time issues getting addressed by experts, Salesforce App Builder Certification Training, Business Intelligence and Analytics Courses, Database Management & Administration Certification Courses. For this example enter 'SBQQ__Discount__c (Quote Line)'. Thank you! 9. Max Options Set to 2. For Username, enter a username that looks like an email address and is uniquebut it doesn't need to be a valid email account. Cpq Production selection enable the Active checkbox should be added to the products certain! = & # x27 ; dynamic way to put more information during the line. Use cases, and Max Options fields as necessary in Classic mode: under product information prices for quote! 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