CPQ – Configurable Bundle

Configuration for the sales process

Selection options

• Many different product options make it harder for Sales Reps to create quotes.
• Bundles in Salesforce CPQ make it easier

Bundles for shapes and sizes

• Select products with create a quote
• Products must be sold with other products
• Bundle = group of products that should be sold together
• 3 types of bundles
  • Static bundle: 
    • always the same products
    • same quality
    • no changes
  • Configurable bundle:
    • Based on several parameters, the bundle can be configured accordingly.
      • Example: Sandwich with or without sauce, with or without salad…. . This results in the corresponding products included in the bundle.
  • Nested bundle:
    • Bundle in another bundle
    • You can nest as many bundles as you want, but max. 1 or 2 levels deep.

Create/edit bundle

• App Lauchner >> Products

• Related >> Options

Result in Quotes product configuration

Option Type

• How should option quantities be handled
  • Component: fixed part of the bundle – quantity per bundle fixed
  • Accessory: Additional product – quantities per bundle fixed
  • Related Product: Additional product – quantity per bundle changeable

Quote Line Visibility

• Document Only
  • not visible in Quote Line Editor
  • visible on document
• Editor Only
  • visible in Quote Line Editor
  • not visible on the document
• Never
  • not visible in Quote Line Editor and on the document
• Always (or blank)
  • visible in Quote Line Editor and on the document

Features

• Open Product ListView
• Select appropriate product
• Open Related Tab
• Area Features click New
  • Type Name
  • Type Number (sorting)
  • Click Save
• Edit on Option at the area Options
• In the Field Feature – Select appropriate feature
• Click Save

Result in Quotes product configuration (e.g.: Feature = „Authenticators“, „Other Options“= without Feature)

Feature – Additional Fields

• Setup >> Object Manager
• Product Features
• Fields & Relationships
• New
  • Text Area
  • Next
  • Next
  • Save

Better display with features (tabs and sections)

Sections: Features are summarized in list boxes one after the other.

Tabs: Each feature gets its own tab.

Wizard: Each feature gets its own tab. Navigation by left-right arrows.

• Product
• Select Product
• Click Edit
• Select appropriate Option Layout (None = Sections)

• Save

Feature Categories – Grouping

• Feature Category field to Features
• Organize features into categories – one tab per category

Configuration – Feature Categories

• Setup >> Object Manager
• Object Product-Feature
• Field & Relationships
  • Category
  • New
    • Type Category-Name
    • Save

• Products >> ListView All Products
• Select Product
• Click Related
• Features area, click arrow on feature, click Edit
  • Set category on feature
  • Save
• Repeat for each feature accordingly

Field Set – Configuration

Show additional columns within the option lists.

• Setup >> Object Manager
• Open Product Option
  • Field Sets
  • New
    • Field Set Label
    • Field Set Name
    • Save

• Drag and drop fields into the field set

• Save
• Object Manager
• Product Feature
• Fields & Relationships
  • Configuration Field Set
  • New
  • Add the name of the previously created field set
  • Save

• Products >> LIstView All Products
• Select Product
• Click Related
• Features Area – Edit Feature
  • Picklist Configuration Field Set – Select new field set
  • Save

Create special product codes with configuration – Configured Code

• Products >> ListView All Products
• Select Product
• Click Related
  • Area Options – Edit Option
  • Type Component Code and Component Code Position
  • Save

• This is repeated for each relevant option
• Example:

• Edit Product
• Enter Component Code Pattern
  • Expression: LAP{1}{2}{3}
  • Result Example: LAP-P22-R8-H256

• Save

Product-Description

With Component Description and Component Description Position the product description can be created dynamically like the product code for Bundle.