Bundle Configurations: 17%

Bundle Product Records (Types)

1. Bundle Parent: The parent product is the bundle itself. 2. Options: These products in the bundle contribute to the bundle price. You can consider these children of the bundle parent. An option doesn't contribute to the bundle price if you select its Bundled checkbox. 3. Features: A feature is a group of options. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as "pick one or more" or "pick 3 of 5." 4. Option Constraints: Use constraints to control how users select options together. 5. Configuration Attribute: A field and picklist shown above or below the list of product options. This field targets all options containing the same field and applies its value to all those fields.

Configuration Field Set

Features show five columns of information by default: Quantity, Product Code, Product Name, Product Description, and Unit Price. You can display different columns with field sets.

Visualize Product Hierarchy

To make bundles easier to distinguish in the Quote Line Editor, set the Visualize Product Hierarchy package level setting to True. This setting indents product names in quote lines that represent options, so that you can easily see that they're related to the lead product.

Configuration Type and Configuration Event

Some bundles are configured almost every time they are sold, while others are only configured occasionally, or maybe never. Salesforce CPQ gives admins the option to choose when and how bundles are configured throughout the sales process. You can also choose how bundles appear and behave in the Quote Line Editor, and what happens when you select more than one bundle to configure at a time.

Product Bundle

A bundle is a product with optional features or components that you want to include on a single quote line.

Bundle Creation (Steps)

First, choose a product to represent your parent, and at least one product to represent a bundle option. After you create your options, features, and constraints, associate them to the parent via related lists on the parent product record.

Features

Give structure to bundles by grouping similar options, which then appear in separate sections on the configuration page. Bundles can have any number of features, and features can have any number of options.

Note: Nested Bundle

If you have a nested bundle that sales reps have to configure, set the Configuration Type to Required. A red line appears next to the required bundle, much like the red line you see next to a required field. When the sales rep configures the nested bundle, the red line goes away, and they can save the outer bundle to the Quote Line Editor. If they never configure the nested bundle, they receive an error message when they try to save the outer bundle.

Static Bundle

These bundles always have the same products together, in the same quantities, with no changes allowed.

Configurable Bundle

This bundle can be customized to your liking, with some limits to prevent impossible configurations.

Nested Bundle

This is a bundle inside another bundle.