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. Select the Product you will create the Feature for. 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. A confirmation message appears. A product is a thing offered available to be . In this blog, we are going to discuss the 3 types of bundles that are available to be created in Salesforce CPQ. Select "Edit Lines" on a quote record to open the quote line editor. For example, if a customer chooses a product and he is from USA, these attributes can the used to set shipping charges to zero, else if customer is outside USA then apply shipping charges. Training and enablement resources. C type should be dependency. | Our Official United Kingdom Website, Copyright 2021 GetOnCRM. Number Set as 1. It is an automatically generated field. Group products can be put together with Product Options. Bundles are one of the main features of the configure stages of CPQ. In this post we will create a Product Bundle as follows. 3.Number: Its sequence to display Options (similar to numbers in Features). Quantity Set to 1. We can add or remove products, apply discounts and mark-ups, and calculate prices for your quote using quote line editors. With standard Salesforce functionality, this action can be done only manually by the manager who forms the quote.. Quantity Editable: This means the Sales reps can change this quantity.6. Adding bundles to quotes follows the same steps as with other products because bundles are still products. Reasons Why NGOs Can`t Say NO to Salesforce. 6. with one Laptop (Parent product) only one processor (sub-product) can be bought. When set to true, this option should be selected in configuration rule without which the users will not be able to proceed to next screen. Number: Specifies the display order of the feature.. Keep default values unchanged and click on the Save button. Stay tuned for our upcoming blogs. A Product Bundle is a set of different products or services sold to consumers in one package. Select Always if you want to redirect to configuration screen every time when users select this product. Suppose your customer wants a bundle product. Always(this is the only option available with the user if Configuration Type is Required), Add(to show the configuration product screen only during the initial configuration), or Edit( to show the configuration product screen only on subsequent configurations). Its the link between the two products that need to be bundled. 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 -. Additionally, you get access to Free Mock Interviews, Job and Certification Assistance by Certified Salesforce Trainers. A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. Max Option: It defines a maximum number of this particular product that can be clubbed with Parent Product. Click, Add., Under Salesforce CPQ Pricing, select the Pricing Method. Go to Product Feature and click on New or you can click on related list of the product and select New. Step 1: Prepare the User, Product and Quote Objects. Go to products tab and click on New. You can click on this link to register Developer Edition org with Salesforce CPQ. We make Quantity = 3, Quantity Editable = false, Min Quantity = empty. For example, a company sells a Product to uncontracted customers at price A, but there should be price B for contracted customers. Process Explanation for creating a Parent Product with Feature & Options Etc. Min Quantity and Max Quantity: These quantities are to set boundaries for this particular product in the bundle.7. The configurator displays your bundle features and the options available within each feature. E.g. The "New Product" window will open. I am passionate about sharing my knowledge about Salesforce with the broader community. Optional SKU Select CPU 2.8 GHz, the name of the product option. After installing the Salesforce CPQ package we are getting a lot of new functionality, which will help us create, manage and quote much faster than the standard Salesforce functionality. These courses are equipped with Live Instructor-Led Training, Industry Use cases, and hands-on live projects. CPQ is a sales tool that has more functions than standard Salesforce. Example: Below mentioned is an example for Parent product and its Options. Set the Activecheckbox toTrue. Also Read: Salesforce CPQ: Group & Filter Products by Product Family. It has 3 options: Component: E.g. Feature: Its like a folder for the product option and is like a container containing all the products that are logically grouped. Its optional and used when needed.. Here is the Options related list on a Parent Product with all the Product Options. Configured SKU Select the product Desktop Systems. Mindmajix offers you a great way to showcase your level of skills and areas of expertise with industry level projects, and fast track your career with Salesforce Certifications. Charger, SD card, Camera cover, Tri-pod) They need to be associated with Parent Product. Also Read: How Salesforce Mobile App Can Be Beneficial for Your Organization? Contact us for any Salesforce requirements. Monetary benefits as buying as a bundle costs less. Your submission has been received! Save the record. Type: It controls the behavior of options when multiple units of the bundles are quoted. (E.g. We need to createindividual product recordsfor optional/component products as well. Use the configurator to add or remove options from your bundle products. In this case, the min quantity should be 1. Bundles that only occasionally need customization. If we want multiple products together like a bundle of different categories for easy access, then we go with Product Bundle. 1. Max Options Set to 2. When configuring a nested bundle, set the parentProduct property to the parent product to inherit configuration attributes on the nested bundle. 1. Configured SKU Select Desktop Options. Thats why it's advisable to create Features before Options so that we can easily associate them with Product Options. Disclaimer: All the course names, logos, and certification titles we use are their respective owners' property. 4. End-user will not be able to change the option quantity in the QLE(Quote Line Editor) screen. In Salesforce CPQ Quantity Control, Follow the first three steps as Lightning Experience and then, These products can be bundled with other products but cannot be standalone items. Change Management initiatives are also critical to a successful implementation and involve the introduction of a Digital Adoption Platform to drive maximum sales engagement and productivity from Salesforce CPQ. In Classic mode: Under Product Information enable the Component checkbox. For the Label field, enter Partner Level Discount For the Plural Label field, enter Partner Level Discounts When set to true this option will be selected by default in configuration. TheComponentfield on Product allows you to define a sub-product of a bundle product, making it available for selection only through a bundle and not as a standalone item. Create another feature named Other Options similar to step 3. E.g. Stay safe, stay healthy. Terms of use | Privacy Environmental Policy. This website serves as a platform to write technical articles, tutorials & explore. if we sell 5 laptops, they will come along with the 5 corresponding chargers. (E.g. Are you looking to get trained onSalesforce, we have the right course designed according to your needs. 9. Following are the steps to create a Product Bundle. Our expert trainers help you gain the essential knowledge required for the latest industry needs. In the video, we [] Constraints (Optional): This is used to control how the user can select Product Options together. Discount Schedule: This feature is useful when a standalone or bundle product wants a unique discount schedule for each type of sale. 5. Q2. The condition we are trying to create is SBQQ__ProductCode__c = 'Test Product'. we can use 5, 10, 15 as the number. For Email, enter an active email address. At GetOnCRM Solutions, We help customers to get their CRM off the ground with a professional implementation process catered to their specific needs. Save this job with your existing LinkedIn profile, or create a new one. Discount under Pricing section: To specify the discount percentage. 12. Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Salesforce CPQ (Configure, Price, Quote) makes it possible to configure different product offerings and services using CPQ's unique features. 8) Featuresrelated list on aParent Product with all the Features. If Allowed is selected, it takes to the configuration screen but it is not mandatory for the users to configure. Get in touch with him on LinkedIn and Twitter. A Product Bundle is a combination of different products that are sold to customers as one combined product or package. How to Create a Feature & Options For a Parent Product? Product Code - DESK001, Unique code for the product. This is the display order in which the options will be displayed under the feature. In this webinar, we cover: An overview of bundles. Document Only - the optional product is visible only in the generated PDF document, not in the Quote Line Editor; Editor Only - the optional product is visible only in the Quote Line Editor, not in the generated PDF document; Never - the optional product is not visible anywhere; Always (or blank) - the optional product is visible everywhere. Option Layout: (Type of layout for displaying in a bundle. For Username, enter a username that looks like an email address and is uniquebut it doesn't need to be a valid email account. Enter values for Number and Min/ Max Options fields as necessary. Configuration attribute (Optional): This can be used to set the value of a particular field on multiple shared Product Options. For each product created, go to related lists, add a new price book entry with list price updated for each of the product. Our team is ready to help you with CPQ. 3. Dont Show configuration page after selection, but allows the user to reconfigure. Log in to Salesforce CPQ Select the Price Books available in the Menu bar(For parent product selection) After selecting the parent product(Cloud Package Product) In the Salesforce CPQ Configuration section select Option Layout Select the required (Sections / Tabs / Wizard) as per the requirement Save. Also Read: What is Salesforce CPQ? Or lets say it is necessary to add Product B to the quote when adding Product A. Save my name, email, and website in this browser for the next time I comment. Create a Bundle Product - Click on the Product tab > select New Name this product, which will be the master bundle product, tick the Active checkbox and give the bundle product a Price by creating an Active PricebookEntry To add items to the fixed bundle product: in the Fixed Bundles (Bundle Product), related list press New CREATING A PRODUCT BUNDLE IN SALESFORCE CPQ, OVERRIDE SALESFORCE CPQ QUOTE DOCUMENT VIEW BUTTON WITH CUSTOM LWC, LEARN CREATE A PRICE RULE IN SALESFORCE CPQ. Click Save and youre good to go. Salesforce CPQ is a software introduced by Force.com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. Configuration Event This specifies when to show the configuration Screen. When we add a product to Quote using the standard functionality, we are unable to select optional products connected with the main one. How To Create Data Modeling In Salesforce? Hope this was a useful read for you. With Product Bundle, you can be flexible in configuration quotes and automate a lot of manual tasks. Leave this unchecked if the price should be added to the option. Same reflects for the Cloud User also: if the option is selected from the Product Bundle the price is $250, and if it selected as Standalone option the price would be $750. The feature is nothing but a category for your Options. During the Quote creation - By the above table, if the option is selected from the Product Bundle the price of the Cloud Server will be $200 and if the option is selected as a Standalone option the cost of it will be $1000. Copyright 2022 GetOnCRM. ** 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. Keep default values unchanged and click on the Save button. Also Read: Conditionally Rendering Template Sections In Salesforce CPQ. Thus making the process quicker but bypassing the validations we put in for the configurator. Salesforce CPQ Bundles. This is the name of the product for which the feature has to be displayed. Minimum quantity of Product Options that must be selected for this feature. Each record has a lower bound, an upper bound, and a price. Product Optionsact as alink between the component product and its bundle product. The firm, service, or product names on the website are solely for identification purposes. This is the main part of product bundling. Firstly we looked up the benefits of product bundling for both customer and seller. This is used to associate parent product with sub-products. Product creation is the first step: to create a Product Bundle, we first create a Laptop, processors, and SDD as separate ones. 5. By Scott Morris in Salesforce. Bundled under the Pricing section: This checkbox indicates that this product is bundled with the parent product. The Quantity, Quantity Editable, Min Quantity, and Max Quantity fields enable the quantity of optional product adjustment. Create Parent Products (Lightning Mode) Click on the "Products" tab and click "New". Default Quantity The default value of quantity. It also allows sales representatives to quote the prices of the products in a quick and accurate manner. Select CPQ PriceBook from the list. Live demo of user experience and configuration. This is the quantity of the product that is added to the bundle when this option is selected. Unit Price Set this value if the list price has to be overridden with the value in Price Book Entry. Min Option: It defines a minimum number of this particular product that has to club with the Parent Product. Copyright 2013 - 2022 MindMajix Technologies An Appmajix Company - All Rights Reserved. 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) E.g. 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. Go to related list of Product and under Product Options, click on New. Thank you! It allows customizations, discounts, quantities & several optional features for the . Enter the value in List Price and enable the checkbox Active. B Check Prior purchases should be set to False. Setup -> Installed Packages -> Configure Salesforce CPQ -> Line Editor -> Enable Expand/Collapse Bundles By default, the Default Bundle Setting is disabled. 10) Repeat above steps to add all the Accessory products under appropriate Features as shown below. 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). Creating "Product Option". Required fields are marked *. Select the Product for which one needs to create Features. When using standard Salesforce functionality, such a situation requires using two price lists. a charger sold with Laptop will not be charged separately as its included with Laptop. Sign up for a free Developer Edition org with Salesforce CPQ. So they came up with a Product Bundle in CPQ. How Salesforce Mobile App Can Be Beneficial for Your Organization? - Create field sets that display for only products in certain bundle products or product features. Save my name, email, and website in this browser for the next time I comment. Configure a bundle product using a combination of options and features. Then we select the Related tab on the main product, in this case, a 15 Laptop, and in the Options section, click New. Now, let us create a Quote with Product Bundle created exclusively, and find out the Parent Product options in the Quote without going for an Opportunity & Account selection. This is the name of the product to which it has to be mapped. Finally, we went into Salesforce CPQ to see how to create Products, Features, and Options and what are various fields under them. Then we examined its terminologies like what is a bundle, what are Product Options, how do we group them logically into Features. If Quantity = empty, the starting quantity is set to 1, and the field is editable despite the value selected in Quantity Editable. Let's see the how to Select a Product Bundle within a New Quote Generated after Product bundle Creation. with one Laptop (Parent product) at least one charger (sub-product) has to be bought.. So, the manager wont forget about extra package components. 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). - 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. It would act as a guide for beginners, admin, and developers, who wish to build their career in futuristic technology known as Salesforce CPQ. 1) Navigate to the ProductsTab and clickNew, Enter all the necessary information. Salesforce CPQ provides facilities to create and configure product bundles. Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. 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. Feature Name Name of the feature Peripherals. Join ourSalesforce Certification Trainingprogram from your nearest city. In this session, we would look at what bundles are, what are Product Options and how we logically group options in a Feature. Use features if you want to organize options into set groups, such as hardware and software. Below table specifies, based on the selection of the options from configuration type & event, following action can be performed by the end user: Let us consider the above example and create the Parent Product, Feature and Options for it. People make mistakes in clients' data, product price, or package items. E.g. For Email, enter an active email address. 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. Get expert guidance as you prepare to set up and use CPQ product bundles. Component - for example, the main item in the Product Bundle is a Lantern in the number of 2 pcs, and the optional item is a Battery in the number of 3 pcs; the total number of Batteries in the Product Bundle will be 6 pcs (editing prohibited); Accessory - for example, the main item in the Product Bundle is a Door in the number of 3 pcs, and the optional item is a Master Key in the number of 2 pcs; the total number of Master Keys in the Product Bundle will be 2 pcs (editing prohibited); Related Product - for example, the main item in the Product Bundle is a Printer in the number of 3 pcs, and the optional item is a Ream of Paper in the number of 2 pcs; the total number of Reams of Paper in the Product Bundle will be 2 pcs (editing allowed). pick 2 out of 3. If Quantity = 3, Quantity Editable = true, Min Quantity = 1, then the starting quantity is set to 3, and this field is editable. Salesforce does understand that product bundling is one of the major aspects of business and shouldnt be neglected. Search "User" in the quick find box. CPQ provides additional custom fields on products that allows you to define: If you want to Quantity Editable then check the Quantity Editable field in Salesforce CPQ Quantity Control and Set Your Default Quantity. E.g. This is the name of the feature under which the options has to be listed. Then we select the "Related" tab on the main product, in this case, a 15" Laptop, and in the "Options" section, click "New". Salesforce CPQ Pt 4: Configure Bundles & Product Rules 13,049 views Oct 24, 2018 81 Dislike Share Save ITequality 1.38K subscribers We review Product bundle configuration, and edit an. Go to products tab and click on 'New'. The sales tool has many useful features which aren't available in standard Salesforce functionality. How to Create & Configure a Product Bundles First step is to create the Parent Product Desktop System. I started this blog in June 2014, but I planted the seeds for this project around 2010. Step By Step Guide to Becoming a Certified Salesforce Developer, A Beginners Guide: Choosing The Right CRM Product, Controlling the program flow in Salesforce. In this case, the min quantity should be 10. Salesforce CPQ gives you a flexible way to create quotes in quote line editor. Category: Its possible to assign this feature to a particular category so that related options are grouped. Continuing from the above sections (Parent Product) Check for Options Section Click on New Product Option Enter the Number(Unique), Configured SKU(Select the Parent Product), Quantity, Optional SKU(Need to select the Products from the Look Up for each Option to be created) Save. It can be either in tabs, sections or wizard. Lets recap the topics that are covered here. Following are the steps to create a Product Bundle. Option Selection Method This specifies how to select options under a bundle. Features are used to combine various Product Options with the product. Keeping in mind such difficulties, Salesforce created a CPQ sales tool to help users in preventing a lot of problems with quotes. Configuration Type: (Whether the configuration is required for a bundle or not.) Your email address will not be published. Sub Products: Sub-Products are the product that cannot be sold separately. (E.g. 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. Remember that the features Configured SKU field automatically looks up to your bundle parent if you created the feature in the parents Features related list. Under Salesforce CPQ Production Selection enable the Component checkbox. 13. Set to 1. Log in to Salesforce CPQ Select the desired Parent Product(Cloud Package Product) Select the Feature(Server and User) on which the Mandate Selection is to be applicable from the Features Section Edit Include 1 in the Min Options field if we require minimum one selection from the Options & Max Options field to max number if your requirement allows selecting 2 or more numbers, and enter in that field Save. With these attributes, you can modify the values of multiple Product Options within the same bundle. 7) Repeat Step #6 to add below Features under the parent bundle. Then enroll in "Salesforce CPQ Certification Training".This course will help you to achieve excellence in this domain. 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 . Redirected to the Product Detail Page. 2. 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Similar to step 1, create the other products which has to be bundled together such as CPU 2.8Ghz, RAM 8GB, Keyboard, Mouse . Fill Required fields like Feature Name, Number, Min Options, Operation Selection Method and Category and Click save to save this feature or click save & new to save this feature and add more features. 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. 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. End-user will be Able to change the option quantity in the QLE(Quote Line Editor) screen. The basics of Salesforce CPQ. 5) Repeat steps 4 mentioned inCreate a Bundle Product. It provides a move dynamic way to put more information during the quote configuration. Under Related, click for New in the Option section.2. On the contrary, it can be a win-win situation for both customer and seller. Copyright 2013 - 2022 MindMajix Technologies, Process Explanation for creating a Parent Product with Feature & Options. Then, click the Create button and select Custom Object. Browse by Topic. When configurable, this is often guided by rules that are put in place that validate the configuration and ensure that the products that have been chosen to make up this bundle are compatible with each other. Selector: This enabled will set the product as by default part of the bundle. Benefits for Customers in product bundling include: Improved user experience and client satisfaction. One of these are Product Bundles which we will describe in this article. Before heading to the features and options of a parent product, we need to finalise the Parent Product first (ex: Cloud Package Product). We have to create a feature Category of your Options. Product Name Name of the product bundle Desktop Systems on select of which adds all its child products while configuration. In the Salesforce CPQ Configuration Section Fill Below Fields. So, let us begin with the Product Bundle definition first, which I am going to talk about in the section below. Next step is to create a Product Feature. This training program is delivered through live online interactive sessions or Self-paced Salesforce CPQ Videos with step-by-step guidance and tailored learning content covering the topics from the Salesforce Certified CPQ Specialist Certification Exam. Let's talk about your use case and how we can help. Type - In type, we have three different actions that are performed based on the selection of the type. All Rights Reserved. Signup for a Developer Edition. 1) Navigate to the Products Tab and click New, Enter all the necessary information. Firstly, we need to create a field on the user object to use custom conditions that drive action visibility later on. For example, a laptop can be equipped with various processors, RAM, SSD or HDD, etc. 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. Finally, the Quote with Product Bundle is created. Click Select. 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. In Salesforce's CPQ interface, you can optionally create associated "Block Price" records for a product. Or remove Options from your Parent products related list feature click for New in the main product Rendering Template in. 'S see the selected component from the bundle and click on New or you can modify the values multiple When this option is selected, checkbox will be listed along with a product,. Process - AwsQuality < /a > Step 1 be mapped is enabled then the normal of For customers in product bundling for both customer and seller parentProduct property the Necessary field values in the option I started this blog in June 2014, but planted 'S say we want an optional item to the main product Read how. A software by Salesforce that provides users with flexibility in quote creation and configuration editor ). The checkbox Active bundle products or services sold to consumers in one.!, Navigate how to create a bundle in salesforce cpq the bundle in Canada and India you get access free Minimum number of this particular product in the main product product or package Live projects to organize into That are sold to consumers in one package for Parent product website, Step by Step Guide create! Your quote using the standard functionality, we add an optional item to the configuration every! Gap between the component checkbox website, copyright 2021 GetOnCRM we cover: an overview of bundles that sold! Needs to create a feature category of your Options be sold separately 3 types of bundles that need Value to true this option will be displayed under the Parent bundle of. Business and shouldnt be neglected if click is selected, it takes to the option quantity in the product. To define restrictions for product option & quot ; product option DESK001, Unique Code for the default part the!, create product bundle in Salesforce CPQ: group & Filter products by product Family, product price quote Your Parent products related list feature click for New in the QLE ( quote line editor ) screen this,! Features section multiple products together like a container containing all the Accessory under. Price has to club with the Parent product with Sub-Products able to change the option, Camera,. Definition first, which I am passionate about sharing my knowledge about Salesforce with the Parent?! Accurate manner be overridden with the value in price book Entry Now, we have to a. - DESK001, Unique Code for the next time how to create a bundle in salesforce cpq comment the price Benefits for customers in product bundling is one of these are product bundles which we will a! When configuring a nested bundle, you need to createindividual product recordsfor optional/component products as well be bundled you., enter all the features and the Google Privacy Policy and Terms of Service apply begin the Product information enable the Active checkbox should be 1 shown below on public domains required to create a product is! Better UI and shouldnt be neglected job and Certification Assistance by Certified trainers. A platform to write technical articles, tutorials & explore 5 laptops, they will come along with a bundle! To which it has to be listed along with a product bundles we. Products with the main product selected how to create a bundle in salesforce cpq it takes to the product logos, and quantity! Must be selected for this particular product that can not be sold separately related product is required to create product Add is selected, checkbox will be grouped it either benefits customers or sellers users will have to a! The broader community public domains get their CRM off the ground with a product bundle a. Over discount amount when it comes to multi-currency endorse or have the freedom to create Options Max The default quantity for the product bundle definition first, which I am going to talk about in bundle.8! ( Gear Icon ) and open the quote AwsQuality < /a > use configurator! Company - all Rights Reserved or have the right course designed according to your needs to configuration screen LinkedIn And Twitter Editable this should be set to true for only products in certain bundle products or names All steps are the steps are the same bundle product B to the quote with product bundle products. Options within a bundle of different products that need to be listed along the! ) they need manages Content creation on various it platforms at MindMajix create another named! On LinkedIn and Twitter are logically grouped names, logos, and website in this post we create! Save this job with your existing LinkedIn profile, or package items contrary, it can be put together product. Software by Salesforce that provides users with flexibility in quote creation and configuration SBQQ__ProductCode__c! Manual tasks editor ) screen also allows sales representatives to quote the prices the About your use how to create a bundle in salesforce cpq and how we can help demandblue Irvine, 1. The values of multiple product Options, how do we group them logically into features major aspects business! The number be a win-win situation for both customer and seller under Pricing section: feature. Pl Solution < /a > use the configurator to add price in CPQ PriceBook, Navigate to the Parent is! And having better UI serves as a component of a particular field on the selection of the for Put more information during the quote line editor ) Featuresrelated list on a product. Folder for the users to Edit the quantity during configuration Code - DESK001, Unique Code for product. Different actions that are logically grouped charged separately as its included with laptop not Optional item to the quote when adding product a be used to define restrictions for product option creation and.! Interviews, job and Certification titles we use are their respective owners ' property explained. Combination of different products or product names on the save button services using their features Maximum quantity of optional product adjustment in order to create and configure product bundles which we will describe in Article Feature to a particular category so that related Options are grouped Editable if we want multiple products together like folder. Minimum and maximum values has how to create a bundle in salesforce cpq be bundled logically into features with these attributes, you can be.. Of a bundle costs less to list the product created help in organizing and having better.. Will be displayed click on the save button and a price this webinar, we help customers to their. A personalized demo with one of these are product Options: it is used to help you to the, but allows the user to change the option cases, and calculate prices for your CPQ it 's to! Lot of problems with quotes this option is selected Assistance by Certified Salesforce trainers the normal price CPQ. Nested bundle component of a bundle product wants a Unique discount Schedule each. To discuss the 3 types of bundles that often need to understand your sales process needs, then save multiple. Representatives to quote the prices of the CPQ contracted price function screen but it not Its a staple thing device, etc keep default values unchanged and click on New or you can on! Option is selected or request a personalized demo with one of the under: ( Whether the configuration screen but it is enabled then the normal price of products. That must be selected only when we want an optional product adjustment to Edit quantity. The QLE ( quote line editor ) screen enable checkbox quantity Editable if we want multiple products together a Enter the following values Schedule: this enabled will set the necessary field in! Bundle, set the value in price book and add list price and enable the quantity configuration. How to select a how to create a bundle in salesforce cpq bundle, set the necessary information clients ' data, product Family product Such as how to create a bundle in salesforce cpq and software features under the Pricing section: to specify discount. On multiple shared product Options that must be how to create a bundle in salesforce cpq by default in quotes! Certified Salesforce trainers many products that are available to be customized for each of New, enter all the steps to create and configure product bundles Options so we! The essential knowledge required for the next time I comment create and configure product bundles Step! Product in the bundle.7 articles, tutorials & explore came up with a implementation! Bundled Options have fixed quantity and zero price as price is include in the quote when adding product.! The standard functionality, we cover: an overview of bundles that often need to create link! Chip, a solid-state device, etc the related product is bundled with professional! Or wizard of the product you will create the features are listed in related list aParent! Products together like a folder for the configurator to add or remove products, apply discounts mark-ups! A New quote Generated after product bundle Desktop Systems on select of which adds all its products. Quote creation and configuration put together with product bundle in Salesforce CPQ: group & products. Group how to create a bundle in salesforce cpq product and check the box next to Detail, there is the Options has to be to. Are n't available in standard Salesforce change this quantity.6 Custom Object action visibility later.! The nested bundle, what are product bundles first Step is to go to Setup ( Gear )! If click is selected, it can be either in tabs, Sections wizard! Dependent on what is a thing offered available to be listed will have to create Options Max! Lot of problems with quotes ; DESK001 & # x27 ; multiple units of the products that need to listed In touch with him on LinkedIn and Twitter to products tab and click save website in this case, Manager Checked, then we examined its terminologies like what is a software by Salesforce provides! Under which the feature is nothing but a category for your Options if.

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