In this article, we are going to cover all the topics associated with the Product Bundle in Salesforce CPQ concepts, What is a Product Bundle? Process Explanation for creating a Parent Product with Feature & Options Etc. It would act as a guide for beginners, admin, and developers, who wish to build their career in futuristic technology known as Salesforce CPQ.
So, let us begin with the Product Bundle definition first, which I am going to talk about in the section below.
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If we want multiple products together like a bundle of different categories for easy access, then we go with a Product Bundle.
Business Scenario: We need to create a Product bundle with a New Quote, Before this, we need to create a parent product with Features & Options, and select at least one product from the options & set a default quantity for the options in the parent product.
Example: Below mentioned is an example of a Parent product and its Options.
Before heading to the features and options of a parent product, we need to finalize the Parent Product first (ex: Cloud Package Product). After finalizing the Parent Product, we have to follow a few checks for Configuration Type & Configuration Event in which,
Secondly, we have to create a feature. The feature is nothing but a category for your Options.
Lastly, we have to create Options and link the Options products with the features and parent products.
We have to finalize the Parent Product → “Cloud Package Product”.
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The below table specifies, based on the selection of the options from configuration type & event, the following action can be performed by the end-user:
|Configuration Type||Configuration Event||Experience||Scenario|
|Allowed||Always||Show configuration page immediately after selection allows the user to reconfigure.||Bundles often need to be customized for each customer.|
|Allowed||Edit||Don’t Show the configuration page after selection, but allows the user to reconfigure.||Bundles that only occasionally need customization.|
|Disabled||N/A||Never show the configuration page.||Bundles that are never customized.|
|Allowed||Add||Show the configuration page only once.||Bundles that inform later decisions in the sales process, such as what configurations are allowed for the next bundle that’s added: This is rarely used.|
Product Table Description
|Cloud Package Product||Parent Product||Product Family/Code||Feature|
|Cloud Server||Options||Sev||Server and User|
|Cloud User||Options||Urs||Server and User|
|Cloud Support 12x7||Options||Sup||Support|
|Cloud Support 24x7||Options||Sup||Support|
|Cloud Project Management||Options||Ser||Services|
Let us consider the above example and create the Parent Product, Feature, and Options for it.
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).
From the above continuation (Parent Product) → Check for the “Features” Section → Click on “New Product Feature” → Enter the Feature Name, Min Options, Number & Configured SKU (It will automatically select the parent product if you are working from the Parent Product) → Save.
Continuing from the above sections (Parent Product) → Check for the “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.
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.
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Let's see how to Select a Product Bundle within a New Quote Generated after Product bundle Creation.
Log in to Salesforce CPQ → Select “Quotes” available in the Menu Bar → New → Select the “Price Book” required → In the “Edit Quote” screen select “Add Products” button → Now select the Parent Product(Cloud Package Product) → Select the “Select” button in the top right corner of the screen → Choose & select the “Options”(Products) from the list → Save → It will redirect you to the “Edit Quote” screen with the list of the selected products → We can edit the Options(Products) for additional Discounts also → Save.
Finally, the Quote with Product Bundle is created.
** If you are to choose at least one option from the Parent Product(Cloud Package Product) level, then we have to follow the below-mentioned steps for Mandate selection.
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.
** If we are to set the 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.
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 the “Quantity” field → Enter the required amount of Quantity → Select the “Quotes” from the menu bar available → New → Select the desired “Price Books” → we will be redirected to “Edit Quote” screen, select “Add Products” button → Now select the Parent Product(Cloud Package Product) → Select the “Select” button in the top right corner of the screen → We can look at the default quantity of “Options” → Choose & select the Options(Products) from the list → Save → It will redirect you to the “Edit Quote” screen with the list of the selected products → After, “Save” the quote is generated with the desired quantity of Options.
|Options Name||Default Price||Unit Price|
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. The 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 a “Standalone” option the price would be $750.
Discount (%) or Discount (Amt) - Both the fields are used to permit discounts at the individual option level which will reflect in the quote creation screen after Save.
Type - In type, we have three different actions that are performed based on the selection of the type. It can be explained with an example in detail.
|Cloud Package||Type||Qty(option)||QLE||QLE(Updated Quantity)||Quantity change Allow/Not Allowed|
|Cloud User||Component||10||100||10*100=1000||Not Allowed|
|Cloud Server||Component||15||50||15*50=750||Not Allowed|
|Cloud Consulting||Accessory||25||25||Not Allowed|
|Cloud Support 12x7||Related Product||121||125||Allowed|
|Cloud Support 24x7||Related Product||145||150||Allowed|
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). If the checkbox is not checked, then the normal price of the quantity will be displayed.
|Related Article: Price Book in Salesforce CPQ|
Now, Let's see how to Create a Different UI as per the client's requirement for the Parent Product with Features & Options in Quote Creation.
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.
In the next topic, we will discuss in detail” Option Constraints in Salesforce CPQ” Keep following us for more info on Salesforce CPQ.
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Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.
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