On the Products menu, click Manage Products. Search and click the product to open the product details page. On the Details tab, from Product Family, select an appropriate value.
Full Answer
What is a Salesforce CPQ bundle?
Sometimes you have to sell products as a package because the component products depend on each other. With Salesforce CPQ, your Salesforce admin can group products in a set and enforce rules to ensure the set is complete and accurate. These sets are called bundles. You configure a bundle by choosing a product that’s associated with other products.
How to preview a document in Salesforce CPQ?
Now click on ‘Preview Document’ button in quote and select the template and preview the document. It will look similar to the below screenshot. In spite of having products related to Software product family, Salesforce CPQ will show only products belonging to Hardware type.
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.
What are customizable filters in Salesforce?
Customizable filters help you find the products you’re looking for. Your Salesforce admin can group products into categories, such as Product Family, for even easier product selection. Sometimes your customers don’t know which products they want to buy. They know their business requirements, but not the specific products that meet those needs.
How do I edit a product family in Salesforce?
To edit a product to include Product Family On the Products menu, click Manage Products. Search and click the product to open the product details page. On the Details tab, from Product Family, select an appropriate value. Click Save.
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.
How do I use product family in Salesforce?
To begin using product families:Customize the Product Family picklist to include the different categories of products you sell.For each product in your price books, edit the product and select the appropriate Product Family value.More items...
How do I group products in Salesforce CPQ?
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 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 create a product family in CPQ?
0:512:221 Create Product Families - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis takes us to the product fields page once here we'll want to click on the product family fieldMoreThis takes us to the product fields page once here we'll want to click on the product family field label. Within the product standard fields. Section. Let's go ahead and create new product family
How do I categorize a product in Salesforce?
Create Product Categories and SubcategoriesFrom the Commerce App Navigation menu, select Catalogs.Select a catalog.On the Categories tab, click Create Category.Enter a name for the category, and optionally enter a description.If you're adding a subcategory, search for and select its parent category.More items...
What are product families?
A product family is a group of related goods produced by the same company under the same brand. A company may create a product family to leverage the loyalty of existing customers toward its original brand.
How do I create a product bundle 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 Solution Group in Salesforce CPQ?
A solution group is a predefined quote line group that sales reps can add to any quote. Solution groups are useful if you have a well-defined set of common quote line groupings.
A Dash of This, a Sprinkle of That
When you put together a quote, you’re working out what Infinity Solutions is selling and at what price. What you’re selling depends on what your customer is asking for. Although this process seems straightforward, there are some potential complications.
Behold, Product Selection Made Simple
After you create a quote, you add products. Salesforce CPQ makes it easy. You click Add Products to display a list of active products, and you simply check which products you want to include on the quote [1].
Bundles of Joy
Sometimes you have to sell products as a package because the component products depend on each other. With Salesforce CPQ, your Salesforce admin can group products in a set and enforce rules to ensure the set is complete and accurate. These sets are called bundles.
Customizing the Product Family picklist
You can customize the Product Family picklist to include the different categories of products you sell.
Editing a Product to include Product Family
For each product in your price list, you need to edit the product and select the appropriate Product Family value.
To edit a product to include Product Family
On App Menu, click Apttus CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Introduction
Product Rules can do more than just trigger warning messages like our Alert rule. They can also change how sales reps are allowed to interact with options. You can use Product Rules to set an option as preselected or required under certain circumstances, or automatically hide an option from view under other conditions.
Create a Selection Rule to Hide an Irrelevant Option
AW Computing has partners that sometimes help install the new Home Security Console bundle. The partner works directly with the customer to agree on installation fees, so in that circumstance, AW Computing doesn’t need to sell the Home Security Installation product.
Create an Error Condition to Control When the Rule Fires
For this example, we just want to check that the Partner field on the quote has been populated. In other words, that the Partner field is not blank.
Hide and Remove the Home Security Installation Option
This new rule is different than the Alert rule because it does more than just show a message. Selection Product Rules must have an Action, which describes what to do to one or more options. There are a number of things you can do with Actions, like automatically check or uncheck an option, disable an option, or hide the option entirely.
Apply the Product Rule to the Home Security Console Bundle
You’re almost done. The last step is to add a Configuration Rule so that CPQ knows the rule should run when configuring the Home Security Console bundle.
Test the Home Security Installation Selection Rule
Your new rule is ready to test. You should try both a positive and a negative test to make sure all is well. First, you add the Home Security Console bundle to a quote that doesn’t have a partner associated with it and check that installation appears.