Setting Configuration Attributes in Salesforce CPQ
- By using price columns The first technique is to create a price column with the exact same name as the configuration...
- change the label of the price column to whatever you want your users to see.
- choose to show or hide this price column in the Epicor CPQ UI by setting the Visible option in that price column. Once...
How to create global attributes in Salesforce CPQ?
Create the global attributes. From the configuration attributes page, click New. Because you enabled global attributes, Salesforce CPQ shows the Select Configuration Attribute Record Type page. Choose Global Attributes for the record type, and then click Continue. Give the attribute a name and target field, and then click Save.
How do I configure Salesforce CPQ with Epicor CPQ?
With Epicor CPQ, you have 2 ways of setting a configuration attribute for Salesforce CPQ: either as a price column, or as metadata. For example, consider a Salesforce CPQ configuration attribute called "Width" that you want to set.
How do I set a price column in Salesforce CPQ?
For example, consider a Salesforce CPQ configuration attribute called "Width" that you want to set. Click the "+" mutation button on your "add price item" block, and select either a price column or metadata.
How do I add a configurator to a product?
If you haven't already created the configuration attribute, then navigate to the top level Product that represents your configurator. Scroll down to the 'Configuration Attributes' section and press the 'Add' button.
How do I create an attribute in CPQ Salesforce?
From the configuration attributes page, click New. Because you enabled global attributes, Salesforce CPQ shows the Select Configuration Attribute Record Type page. Choose Global Attributes for the record type, and then click Continue. Give the attribute a name and target field, and then click Save.
What is the use of configuration attribute in Salesforce CPQ?
A configuration attribute: Applies its value to your bundle's fields even if those values aren't shown in your line editor field set. Inherits the type of the field it targets. For example, if you target a picklist, the configuration attribute appears as a picklist with all the targeted field's values.
What is configuration type in Salesforce CPQ?
Your configuration type also determines the configuration events you can choose from. Allowed: Salesforce CPQ directs users to enter the configurator when they perform any of the selected configuration events. In the configurator, they can change their bundle or leave without making any changes.
How do I create a global attribute in CPQ?
A configuration attribute that you can assign to any product option. You can enable global attributes in your Salesforce CPQ package settings. Once enabled, when you create a configuration attribute, Salesforce CPQ lets you choose whether its record type is a configuration attribute or a global attribute.
How do I set default value in configuration attribute?
From the Configuration Attributes related list, click Engraving. Click Edit. For Default Object, choose Quote....Use a Formula Field to Supply a Default ValueClick. ... Click Object Manager.Click Quote.Click Fields & Relationships.Click New.Click Formula.Click Next.More items...
How do I create attributes in Salesforce?
Click Create Attribute. Enter a descriptive name for your attribute in the Attribute Name field....Create an AttributeOn the Data Designer page, click the attribute group containing the data extension or table to edit.Click View & Edit.Hover over the name of the data extension or table.Click the. icon.
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 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 I create a bundle in Salesforce 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 global attribute in Salesforce?
Create a Global AttributeFrom Setup, in the Quick Find box, enter Objects , and then select Objects.Click Configuration Attribute.Click Target Field.In the Values related list, click New.Enter the API names of the product option fields that you want available in the attribute set.More items...
How do I create twin fields in Salesforce?
Create Twin Fields on the Quote LineIf you're not still on the setup page, click. and click Setup. The Setup page opens in a new tab.Click Object Manager.Click Quote Line.Click Fields & Relationships.Click New.Click Picklist.Click Next.For Field Label, enter Size .More items...
What is attribute in Salesforce?
Attribute : It is used to store information to be referenced in our lightning component code. Attributes on components are like instance variables in objects. It have a name and a type.
Setting Configuration Attributes in Salesforce CPQ
With Epicor CPQ, you have 2 ways of setting a configuration attribute for Salesforce CPQ: either as a price column, or as metadata. For example, consider a Salesforce CPQ configuration attribute called "Width" that you want to set. Click the "+" mutation button on your "add price item" block, and select either a price column or metadata.
Clearing Configuration Attributes in Salesforce CPQ
Configuration attributes in Salesforce CPQ are not automatically cleared on every save of the configurator. New values set in the configurator will overwrite old values saved previously, but if a configuration attribute was set in a previous save it will stay that way if new values aren't passed to it.
How to have Salesforce CPQ configuration attributes write to a custom field on the Quote Line object in Salesforce
While this technique is not specific to Epicor CPQ, it is a common need for the configuration attributes being set to propagate to custom fields in the Salesforce CPQ quote line objects. To do so, follow these steps:
How many attributes does CPQ have?
CPQ displays only three attributes on a single row. So, if you had a fourth attribute, CPQ would place it in a new row beneath the first. Let’s create an attribute set, then three attribute items for your global attributes. In the navigation bar, click Attribute Sets. Click New.
What is an attribute set?
To give them a little structure, you’re going to put them together into what is called an attribute set. Attribute sets are collections of global attributes that have something in common. In this example, the attributes are all necessary for setting the style of the watch band.
How to create global attributes in a product?
To create one, you start by navigating directly to the Configuration Attributes tab. In the navigation bar, click Configuration Attributes. Click New. Click the Global Attribute record type.
How are global attributes related to attribute sets?
Global attributes are related to attribute sets through a junction object called an attribute item, which has lookups to each of the other objects. This kind of relationship allows you to create more than one attribute set from the same collection of global attributes. Think of an attribute set as a playlist.
Why is global attribute important?
(Even options in different bundles.) This is important for AW Computing because the company intends to offer two watch bands in the bundle, and wants to use the same attributes for each option.
Salesforce CPQ Attributes
Sometimes we need to collect additional information during the configuration process. This might be something like a color or size or any another attributes that describes the product, or it may be a question that we may ask the user, so we can later use the response by creating rules that guide them to proper configuration.
Learn & Win
In addition to this, All Apex Hours CPQ attendees are eligible to win the following
Further Learning
Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
What is the difference between global and configuration attribute?
The key distinction between them lies in the fact that the configuration attribute is related to a single bundle while the global attribute is not directly associated with a product, it can be related to multiple options, and you can reuse it even across bundles.
What is global attribute?
Global Attributes are grouped together into Attribute Sets which can be reused across different product options. The link between Global Attributes and Attribute Sets is realized through Attribute Items. Then come into play the Product Attribute Sets, which link the Attribute Sets with the necessary Product Options.
Can you make a configuration attribute required?
You can make a configuration attribute Required or not. If you check this field, it will require the user to select a value for it when configuring the product. The positioning of the configuration attribute is determined by a few fields: ♦ First of all, there is the Row Order which is an open number field.