how to do product bundles in salesforce

Creating a Bundle.

• Click Products in the navigation bar, then choose the All Products list view.
• Click Copy Machine.
• Click the Related tab.
• In the Options related list, click New.
• In the Optional SKU field, search for and select Copy Binding Module.
• In the Number field, enter 10.
• Check Selected.
• In the Quantity field, enter 1.
• Click Save.

Full Answer

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 select options under bundle in Salesforce CPQ?

Options Selection Method: ways to select options under a bundle. If you want to Quantity Editable then check the “Quantity Editable” field in Salesforce CPQ Quantity Control and Set Your Default Quantity. 2) Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True.

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 I 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.

How do you bundle a product?

Product Bundle StrategiesPut Complimentary Products Together. Bundles best work when you combine products that are often purchased together. ... Sell Items Separately. ... Use Recommendations. ... Pair Products Smartly. ... Keep Bundles Nice and Simple.

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.

What is a product service bundle?

Product bundles are several individual goods or services that are sold to consumers as one combined package. Sometimes called "package deals," product bundles are generally made up of complementary items or, less frequently, similar items.

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.

What are product bundles 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 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 the goal of product bundling?

What is the goal of product bundling? The most common goal of product bundling is to generate more sales by enticing customers into buying more items. Sometimes companies create product bundles with products they want to clear out of stock or get rid of.

How do I create a service bundle?

You can create service bundles. To create a service bundle, select Service Bundle in the Billing Type field for the bundle. Other examples of values for the Billing Type field include: Discount, Event, Item, and Subscription.

How do bundles work?

Bundling usually consists of giving consumers an option to buy a set of items together as a package at a lower price than what they would pay to buy them all individually, in a process known as mixed bundling. However, there also exists an alternative, rarer form of this strategy called pure bundling.

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.

Is Salesforce CPQ and CRM?

Salesforce CPQ stands for Configure, Price, Quote. It's an extension of your customer relationship management platform (CRM). Salesforce CPQ is a sales tool for companies to provide accurate pricing with any given product configuration scenario.

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.

Steps to create a product bundle

Click on the “Products” tab and click “New”. The “New Product” window will open.

Recap

Let’s recap the topics that are covered here. Firstly we looked up the benefits of product bundling for both customer and seller. Then we examined its terminologies like what is a bundle, what are “Product Options”, how do we group them logically into Features.

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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 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.

Salesforce CPQ

Salesforce CPQ & Billing is an optional package that can be installed into your Salesforce organization. Once installed, a new application is available within the organization called “Salesforce CPQ”, which allows administrators to configure the above functionality (and more).

Permissions Required

You need to assign the Salesforce CPQ Partner User permission set as well as one Salesforce CPQ license to your StoreConnect synchronisation user for your StoreConnect store to be able to work with the CPQ objects.

Activation Within StoreConnect

You don’t have to do anything! Your StoreConnect site will detect the presence of the CPQ package in the organization that it is connected to, and the CPQ functionality will enable automatically.

Configuring a Bundle

Bundles are configured within the Salesforce CPQ interface as per normal CPQ idioms. Here are the key concepts that you will need to be familiar with:

User Experience

With CPQ enabled and your bundles configured, the product page of the bundle’s lead product will show users the list of options and allow them to configure the bundle to their liking. The “add bundle to cart” button will be disabled if the bundle configuration is not yet valid (e.g. incorrect quantities, missing required options, etc).

Quantity Validations

As mentioned above, as well as prompting your customers to purchase other products in a bundle, StoreConnect enforces the following rules that you can configure within Salesforce’s CPQ interface:

Pricing Methods

By default, the price of products when purchased within a bundle is the same as when purchased separately. However, that can be configured using CPQ’s “option pricing” and “block pricing” features.