You can create a new product bundle in Salesforce CPQ by following these steps:
- Click on the new product button under the Product tab.
- Fill out the necessary information.
- From the list of products, select the one you want.
- Click on the price book to add the price.
- Ensure the checkbox status for the active product is accurate.
- The option to create products is available.
- 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 a Salesforce CPQ bundle?
This fact brings us to a central concept in Salesforce CPQ: the bundle. A bundle is simply a group of products we know should be sold together. When the sales rep chooses to sell the bundle, all the related products come along for the ride.
How do I build a CPQ bundle?
The magic happens when CPQ knows they’re supposed to be sold as a set. 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.
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 deep can I nest bundles in Salesforce CPQ?
In Salesforce CPQ, you can nest bundles as much as you want, but we recommend only going one or two levels deep. Want to follow along with an expert as you work through this step?
What is bundles 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.
How do I create a nested bundle in Salesforce 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?
In Android Studio, select “Build => Generate Signed Bundle / APK” and follow the dialog. Whether you use the command line or Android Studio, the process will leave you with a built and signed release bundle that's ready for upload to the Play Store.
What is bundle product in Salesforce?
A bundle is a product with optional features or components that you want to include on a single quote line.
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.
How do you offer bundles?
3:1610:42POSHMARK TIPS FOR MAKING MORE SALES WITH BUNDLESYouTubeStart of suggested clipEnd of suggested clipI start a bundle send an offer and then send them a message to say hi see if they have any questionsMoreI start a bundle send an offer and then send them a message to say hi see if they have any questions and let them know that i've sent that offer if a person has liked three or more items in my closet.
What is a bundled sale?
Bundling is when companies package several of their products or services together as a single combined unit, often for a lower price than they would charge customers to buy each item separately.
What is an example of bundle pricing?
What are price bundling examples? When price bundling, companies will sell two products together at a lower price than the sum of the individual price of each product. Common bundle pricing examples are cable TV and mobile plans and fast food restaurant value meal combos.
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 configuration in Salesforce CPQ?
Configuration Event. The Configuration Event field defines how users can access the Configure Products page. Add: Salesforce CPQ shows Configure Products only when you add a bundle product to a quote. You can't reconfigure the bundle from its quote line.
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 a nested bundle in Salesforce?
Nested bundle: This is a bundle inside another bundle. You might have a configurable hamburger bundle nested inside a combo meal bundle. In Salesforce CPQ, you can nest bundles as much as you want, but we recommend only going one or two levels deep.
What does Salesforce CPQ do?
Your customer wants to buy a new printer. Use Salesforce CPQ to make sure they get the printer and all the supporting products they need, such as toner and paper.
What is a bundle in sales?
A bundle is simply a group of products we know should be sold together. When the sales rep chooses to sell the bundle, all the related products come along for the ride. There are three types of bundles. We use a food analogy to describe each type.
Do sales reps have to make sense of a wide variety of products?
Many buyers expect an array of products to choose from, but for sales organizations, offering a lot of options can come at a cost. Your sales reps have to make sense of a wide variety of products, and there’s a real possibility that they’ll quote products that just don’t work together.
Can you add bundles to quotes?
Sales reps can add bundles to quotes just like any other product, and that’s because they are products themselves. We’ll see more about the inner workings of bundles in a later unit, but for now all you need to know is that you can add bundles to quotes in a familiar way. Let’s see what it’s like to add a configurable bundle to 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.
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 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.