On the Actions related list, click New. For the Type field, choose Hide & Remove. If the sales rep previously checked the installation option, CPQ unchecks it before hiding, thus the Remove portion of Hide & Remove.
How does Salesforce CPQ process product rules?
When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action.
How do I hide installation of a product in Salesforce?
Click Product Rules from the navigation bar. Click New. In the Product Rule Name field, enter Hide Installation. For the Type field, choose Selection. For the Scope field, choose Product. For the Evaluation Event field, choose Load. This tells Salesforce to run the rule when the configuration page loads.
How do I set up a product rule in Salesforce?
Click Product Rules from the navigation bar. Click New. In the Product Rule Name field, enter Hide Installation. For the Type field, choose Selection. For the Scope field, choose Product. For the Evaluation Event field, choose Load. This tells Salesforce to run the rule when the configuration page loads. Check Active.
How do I hide or remove the installation option in CPQ?
On the Actions related list, click New. For the Type field, choose Hide & Remove. If the sales rep previously checked the installation option, CPQ unchecks it before hiding, thus the Remove portion of Hide & Remove. In the Product field, search for and select Home Security Installation.
How do I hide a product in Salesforce?
If you want to hide products from appearing when you click on "Add Products" in Salesforce CPQ, you can mark the "Component" checkbox on the Product record to True.
What is product option in Salesforce CPQ?
Available in: All Salesforce CPQ Editions. Product Option Fields. To create or modify a price action, enter the information in the appropriate fields. Some fields aren't visible or editable depending on the page layout and field-level security settings.
How do I filter products in Salesforce CPQ?
Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default.
What is configuration rule in CPQ?
Salesforce CPQ makes a configuration based on user response, possibly by selecting multiple options in one step. To make a selection rule that functions in real time, select Apply Immediately and System on the product option that you want to function in real time.
How do I create a product option in Salesforce CPQ?
Creating a BundleClick 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.More items...
What does the type field of related product mean when set on the product option?
What does the Type field of "Related Product" mean when set on the Product option? Related Product - option is related, but fully independent. Use this for cross sell or upsell options that can be added to bundle but the quantity is independent. Cannot be required.
What are search filters in CPQ?
Product Filters are known as Search Filters in Salesforce CPQ. Search Filter, a powerful filtering tool, is super-helpful to the Sales Reps that guide them deeper into the product catalog and help them narrow down the product search. Essentially, your product catalog becomes RESPONSIVE driving more sales.
What is custom actions in Salesforce CPQ?
Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configuration, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ.
How do I search for a product in Salesforce?
Enter Yellow in the product keyword search, and then click Search. The product selection page shows every record containing a Yellow value: Sweet Candy, Sour Candy, Chocolate Coins, Banana, and Cheese.Open the product filter, enter Mike's Candy in the Producer search box, and then apply the search.
How do I create a dynamic bundle in Salesforce CPQ?
Set Up the Dynamic DuoBack in CPQ, in the navigation bar, click Products, then choose the All Products view.Click Telecommuter Workstation.Click the Related tab.From the Features related list, click New.For Feature Name, enter Upsells .For Min Options, enter 0 .For Number, enter 50 .More items...
What is price rule in Salesforce CPQ?
Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote.
Which is a salesforce CPQ pricing method for products?
Salesforce CPQ uses the negotiated price on new quotes, renewal quotes, and amendment quotes. The quote line's effective quantity field represents the actual quantity that Salesforce uses while calculating prices for that quote line.
Certain product types are not compatible with others. Likewise, other products may be only compatible with that initial product choice
Consider a company that sells computers and their peripherals. Certain brands and parts may not play well with others — not that any big brands immediately come to mind…
Buyer demographics change what products matter to a bundle due to industry regulation or other requirements
Consider a SaaS company that sells to multiple different industries including financial firms, insurance companies, and hospitals. The software is in high demand and the sales team needs the ability to quickly quote what’s relevant to each industry and their buyers.
Similarly, there may be time-sensitive products you want to prioritize selling over others
Consider a media company that sells time-bound digital advertisements to other companies. If their products don’t sell in time, then they expire, losing potential revenue for the company while creating downstream consequences.
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 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.