In this Article, we are going to cover all the topics associated with 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.
Product Bundle in 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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What is a Product Bundle?
If we want multiple products together like a bundle of different categories for easy access, then we go with 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 for Parent product and its Options.
Cloud Package Product:
- Cloud Server
- Cloud User
- Cloud Support 12x7
- Cloud Support 24x7
- Cloud Consulting
- Cloud Project Management
Process Explanation for creating a Parent Product with Feature & Options
Before heading to the features and options of a parent product, we need to finalise the Parent Product first (ex: Cloud Package Product). After finalising the Parent Product, we have to follow a few checks for Configuration Type & Configuration Event in which,
- Configuration Type = “Always”.
- Configuration Event= ”Allowed”.
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 product.
We have to finalise the Parent Product → “Cloud Package Product”.
- We have to use the confirmation type = “Always” & Confirmation Event = “Allowed”.
- We have to create a feature → Category of your Options.
- We have to create Option → link options products with the features and parent product.
Below table specifies, based on the selection of the options from configuration type & event, 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 that often need to be customized for each customer.|
|Allowed||Edit||Don’t Show configuration page after selection, but allows the user to reconfigure.||Bundles that only occasionally need customization.|
|Disabled||N/A||Never show configuration page.||Bundles that are never customized.|
|Allowed||Add||Show configuration page only once.||Bundles that inform later decisions in the sales process, such as what configurations allowed for the next bundle that’s added: This is rarely used.|
Example for Parent Product creation:
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|
How to Create a Feature & Options For a Parent Product?
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Let us consider the above example and create the Parent Product, Feature and Options for it.
Steps to Create Feature and Options For a Parent Product:
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).
To Create a Feature:
From the above continuation (Parent Product) → Check for “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.
To Create an Option:
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.
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.
Select Product bundle In a New Quote
Let's see the how to Select a Product Bundle within a New Quote Generated after Product bundle Creation.
Steps to Select Product bundle In a New Quote:
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.
Steps to create Option selection Mandate:
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 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.
Steps to create Default Quantity for Options:
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” → 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 selected products list → After, “Save” the quote is generated with desired quantity of Options.
Few Validation checks in the Individual Options Screen:
- Number - It defines the default position in the list of the Options displayed during selection in the screen.
- Quantity - It defines the default quantity in the Options screen during quote creation for Parent product selection.
- Quantity Editable - It provides the user to edit the default quantity of the options selected. It is provided in a few cases only.
- Selected - If we check this box before the save, it is selected by default during the quote creation.
- Required - If we select this check box, the option becomes mandatory for the user to select it.
- Min Quantity - The number provided in it determines the minimum quantity to be selected by the user. The system will throw an error if the number is smaller than the number inside the box which is already set by default.
- Max Quantity - The number provided in it determines the maximum quantity to be selected by the user. The system will throw an error if the number is greater than the number inside the box which is already set by default.
- Unit Price - It defines the price of the Options selected varies from Product Bundle and Standalone Option.
|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. 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.
Discount (%) or Discount (Amt) - Both the fields are used to permit discount 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|
- The option of product quantity “Depends” upon the product quantity. (The option quantity will be multiplied with the parent product quantity)
- End-user will not be able to change the option quantity in the QLE(Quote Line Editor) screen.
- The option quantity is “Not Dependent” upon the parent product.
- End-user “Will Not” be able to change the option quantity in the QLE(Quote Line Editor).
- The option quantity is “Not Dependent” upon the parent product.
- End-user will be Able to change the option quantity in the QLE(Quote Line Editor) screen.
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.
Also Read: Price Book in Salesforce CPQ
Create different UI for Parent Product in Quote
Now, Let's see how to Create a Different UI as per the client requirement for the Parent Product with Features & Options in Quote Creation.
Steps to create different UI for Parent Product:
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 about ”Option Constraints in Salesforce CPQ” Keep following us for more info on Salesforce CPQ.
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