How to Create & Configure a Product Bundles in Salesforce CPQ?
- Product Name – Name of the product bundle – ‘Desktop Systems’ on select of which adds all its child products while...
- Product Code -‘ DESK001’, Unique code for the product.
- Active – Set the value to true.
- Quantity Editable – Set the value to true if you want to allow users to edit the quantity during...
- Navigate to the Products Tab and click New, Enter all the necessary information. ...
- Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True.
- Create Optional Products and add Pricing.
What is bundling in Salesforce?
As we’ve seen, creating a bundle is really a matter of making connections between related products and configuring the behavior you want your reps to experience. This is just the beginning of a bigger story. In the next unit, we take a look at some other things we can do with options to make bundling even better.
How to create a product bundle?
Following are the steps to create a Product Bundle. First step is to create the Parent Product ‘Desktop System’. Go to products tab and click on ‘New’. Product Name – Name of the product bundle – ‘Desktop Systems’ on select of which adds all its child products while configuration. Product Code -‘ DESK001’, Unique code for the product.
What is product bundle in Salesforce CPQ?
A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. For any of the CPQ solutions, Product creation is the first step. Salesforce CPQ provides the facility to configure different types of product offerings and services using their unbelievable features.
How do I create bundles for MY sales reps?
Speed up the quoting process and make sure your sales reps sell the right products together by creating bundles they can add to quotes. As an admin, you create the bundles your sales reps choose from. As you’ll see, making bundles is about as easy as packing a lunch. A bundle is really just a bunch of products that we know should be sold together.
How do you create a bundle product?
Step 1: Select the Product Type. On the Admin sidebar, click on Products > Inventory > Catalog . ... Step 2: Select the Product Template. ... Step 3: Fill out the Require Fields. ... Step 4: Fill out the Remaining Product Details. ... Step 5: Add the Bundle Items. ... Step 6: Generate the Product. ... Step 7: View the Product in Your Store.
What is product bundle in Salesforce CPQ?
The bundle is a central concept in Salesforce CPQ. Simply put, a bundle is a group of products that are commonly sold together. There are three key objects that define bundle structure: products, options, and features. Bundles are made of products.
What is a bundle in Salesforce?
A bundle is a product with optional features or components that you want to include on a single quote line.
How do I create a nested bundle in CPQ?
To create a nested bundle, assign a bundle product to the Optional SKU field of an option record. When users configure the top-level bundle, they'll see a configuration icon on the quote line for the option containing the second bundle.
How do you create a bundle product in CPQ?
Step by Step Guide to Create Product Bundle in Salesforce CPQ Navigate to the Products Tab and click New, Enter all the necessary information. ... Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True. Create Optional Products and add Pricing.More items...•
How do I create a product group in Salesforce?
From Setup, in the Quick Find box, enter Installed Packages , and then select Installed Packages. Find the Salesforce CPQ package, and then select Configure. Click the Additional Settings tab. From Product Results Group Field Name, choose the field you want to group your product search results by.
What is lightning bundle in Salesforce?
A component can contain other components, as well as HTML, CSS, JavaScript, or any other Web-enabled code. In Salesforce Lightning components, we can build applications by assembling components created by us and other developers.
What is nested bundle in Salesforce CPQ?
A nested bundle lets users select from a subset of options within a single product option. Unique Quote Line Codes Based on Bundle Configuration. When your sales rep quotes a bundle product, Salesforce CPQ can assign that bundle's quote line a unique package product code based on its configuration.
What is SKU in Salesforce CPQ?
A stock keeping unit (SKU) is an alphanumeric code that identifies a product and helps you track inventory for your retail business. You can create SKU numbers manually or using inventory management or point-of-sale (POS) software.
How can an admin prevent users from configuring a specific bundle after initial configuration?
How can I prevent users from reconfiguring a specific bundle after initial configuration? Yes, you could disable the "Reconfigure Line" Custom Action, but that would probably disable reconfigure line for All bundles, not just the one here in question. To find Reconfigure Line in the List view set the picklist to All.
What is product bundle?
What is a Product Bundle? A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. For any of the CPQ solutions, Product creation is the first step. Salesforce CPQ provides the facility to configure different types of product offerings and services using their ...
What is the purpose of number in bundle?
Number is used to assign a position to bundle.
What is Salesforce CPQ?
Salesforce CPQ provides the facility to configure different types of product offerings and services using their unbelievable features.
What is component field in product?
The Component field 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.
Where is GetOnCRM based?
Are you looking for a Salesforce CPQ Development? GetOnCRM Solutions is a global Salesforce registered consulting partner based in California (USA), with offices in Canada and India. At GetOnCRM Solutions, We help customers to get their CRM off the ground with a professional implementation process catered to their specific needs. Contact us for any Salesforce requirements.
What is a configured SKU?
Configured SKU: Lookup to the Bundle Product e. Desktop Computer. It is automatically populated while creating a Product Option from a bundle product.
How to organize long lists of options in bundle?
You can organize long lists of options within a bundle using the Feature bundling tool. Features typically appear as boxes around similar options. For example, we can put the Door, Window, and Motion Sensor into a Feature named Sensors. Below is what you see before and after assigning features to options.
What is a bundle in CPQ?
Every bundle is really just a bunch of products tied to a lead product, one that’s always part of the set. In this example, the Home Security Console is that lead product. In CPQ, Product Options are the glue that connects the lead product with its followers. Let’s use these options now to tell CPQ which products belong in the Home Security Console set and how they should behave in the set.
Can you use Trailhead Playground with Salesforce?
Now that you have a Trailhead Playground with Salesforce CPQ ready to use, let’s jump right in and create a bundle for the Home Security Console. This is a set of 10 products that should always appear together whenever your sales reps add the Home Security Console product to a quote. You also add a little structure to categorize products within the bundle. When you’re done, your bundle looks like this.
How to build a bundle?
You start building a bundle by choosing a lead product, one that’s always part of the bundle no matter what . It’s usually the most important piece of the bundle. In our printer bundle example, the printer itself is the best choice for the lead product. All of the other bundle products are like followers, tagging along whenever the printer is put on a quote.
What is bundle in CPQ?
A bundle is really just a bunch of products that we know should be sold together. For example, you might want to sell a printer, toner, paper, and two paper trays together. Those are all just products, much like the ones you’d see in any org. The magic happens when CPQ knows they’re supposed to be sold as a set.
How to specify which products should tag along?
After you decide on a lead product, how do you specify which products should tag along? Use a Product Option record. Think of the Product Option as the leash between a dog and the dog-walker. Without the leash, the dog doesn’t stay part of the pack for very long. With the leash, the dog goes where the dog-walker goes.
What is product option?
A Product Option (for simplicity, we’ll just call this an option from now on) does more than just connect a follower product to the lead product. It also describes how the follower behaves in the bundle. Here are a few option record fields that control option behavior.
What can you use options for?
You can use Options to control what changes your sales reps can make to the quantity of products within bundles. The table below shows how to use Quantity, Quantity Editable, and Min Quantity fields on the option to achieve different goals.
What is product bundling?
We all are familiar with product bundling -a method in which a few products are grouped and sold as one unit- and understand that it’s used to enable sales. Some people have a misconception that it either benefits customers OR sellers. On the contrary, it can be a win-win situation for both customer and seller.
Why do we need features before options?
Feature: It’s like a folder for the product option and is like a container containing all the products that are logically grouped. That’s why it's advisable to create Features before Options so that we can easily associate them with Product Options
How to add price to CPQ pricebook?
To add price in CPQ PriceBook, navigate to the “PriceBook” related to the product created. Click “Add to Price Book”
What is feature optional?
Features (Optional): It is a logically grouping of Product Options under Features. It is used to help in organizing and having better UI. It’s optional and used when needed.
What fields are used to define restrictions for product options?
Various fields like “Min Options” and “Max Options” can be used to define restrictions for Product Option e.g. pick 2 out of 3.
What is parent product?
Parent Product: It’s the main product with which other products will be grouped. (E.g. Camera). At least one parent product is required to create a bundle.
What is option layout?
Option Layout: (Type of layout for displaying in a bund le.)E.g “Tabs”, “Wizard”, “Section”.
What does bundle mean in quote generation?
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.
How to add a price book in Salesforce?
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.
How to Create a Feature & Options For a Parent Product?
Let us consider the above example and create the Parent Product, Feature and Options for it.
How to select a parent product in Salesforce?
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.
How to add a product to a Salesforce 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.
What is quantity editable?
Quantity Editable - It provides the user to edit the default quantity of the options selected. It is provided in a few cases only.
What happens before heading to the features and options of a parent product?
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,
What is product bundle?
A Product Bundle is a combination of different products that are sold to customers as one combined product or package. Salesforce CPQ provides facilities to create and configure product bundles. In this post we will create a Product Bundle as follows.
What does "bundled" mean in a product?
Bundled – Set this to true. This indicates that the product is bundled with a main product.
What is configuration event?
Configuration Event – This specifies when to show the configuration Screen. Select ‘Always’ if you want to redirect to configuration screen every time when users select this product.
When should quantity editable be selected?
Quantity Editable – This should be selected only when we want the users to edit the quantity during configuration.
What is option selection method?
Option Selection Method – This specifies how to select options under a bundle. If ‘Click’ is selected, checkbox will be listed along with product options and users will have to select the options. If ‘Add’ is selected, it renders a button which brings up a dialog box with available options. Set this to ‘Click’.
