how to create a bundle in salesforce cpq

It has 3 options: Component: E.g. Disclaimer: All the course names, logos, and certification titles we use are their respective owners' property. In this session, we would look at what bundles are, what are Product Options and how we logically group options in a Feature. Component - for example, the main item in the Product Bundle is a Lantern in the number of 2 pcs, and the optional item is a Battery in the number of 3 pcs; the total number of Batteries in the Product Bundle will be 6 pcs (editing prohibited); Accessory - for example, the main item in the Product Bundle is a Door in the number of 3 pcs, and the optional item is a Master Key in the number of 2 pcs; the total number of Master Keys in the Product Bundle will be 2 pcs (editing prohibited); Related Product - for example, the main item in the Product Bundle is a Printer in the number of 3 pcs, and the optional item is a Ream of Paper in the number of 2 pcs; the total number of Reams of Paper in the Product Bundle will be 2 pcs (editing allowed). Keeping in mind such difficulties, Salesforce created a CPQ sales tool to help users in preventing a lot of problems with quotes. Create Parent Products (Lightning Mode) Click on the "Products" tab and click "New". Save my name, email, and website in this browser for the next time I comment. A Product Bundle is a combination of different products that are sold to customers as one combined product or package. Click on the Products tab and click New. 4. All you have to do is to go to the necessary quote, click Edit Lines, then Add Products. Monetary benefits as buying as a bundle costs less. This website serves as a platform to write technical articles, tutorials & explore. Feature Select Peripherals. This Article will help you to understand the steps to create a product bundle in Salesforce CPQ. Salesforce CPQ Bundles. Click Save and youre good to go. We need to createindividual product recordsfor optional/component products as well. Use the configurator to add or remove options from your bundle products. Finally, the Quote with Product Bundle is created. In Salesforce CPQ Quantity Control, Follow the first three steps as Lightning Experience and then, These products can be bundled with other products but cannot be standalone items. Salesforce CPQ is a software introduced by Force.com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. During the Quote creation - By the above table, if the option is selected from the Product Bundle the price of the Cloud Server will be $200 and if the option is selected as a Standalone option the cost of it will be $1000. Select the Product you will create the Feature for. Maximum quantity of Product Options that must be selected for this feature. Lastly, we have to create Options and link the Options products with the features and parent product. Under Related, click for New in the Option section.2. with one Laptop (Parent product) only one processor (sub-product) can be bought. Stay safe, stay healthy. Search "User" in the quick find box. While creating a Product Option, we fill in the following fields: Configured SKU - the main product (filled in automatically); Number - determines the order in which the optional products are displayed on the list. Your email address will not be published. Option Layout This specifies how to list the product options in configuration screen. Firstly, we need to create a field on the user object to use custom conditions that drive action visibility later on. CREATING A PRODUCT BUNDLE IN SALESFORCE CPQ, OVERRIDE SALESFORCE CPQ QUOTE DOCUMENT VIEW BUTTON WITH CUSTOM LWC, LEARN CREATE A PRICE RULE IN SALESFORCE CPQ. It can be explained with an example in detail. Bundled options have fixed quantity and zero price as price is include in the main product. 4. Configured SKU Select the product Desktop Systems. Leave this unchecked if the price should be added to the option. Also Read: How Salesforce Mobile App Can Be Beneficial for Your Organization? Salesforce CPQ (Configure, Price, Quote) makes it possible to configure different product offerings and services using CPQ's unique features. After finalising the Parent Product, we have to follow a few checks for Configuration Type & Configuration Event in which. How to Create & Configure a Product Bundles First step is to create the Parent Product Desktop System. Minimum quantity of Product Options that must be selected for this feature. So, let us begin with the Product Bundle definition first, which I am going to talk about in the section below. In this post we will create a Product Bundle as follows. (E.g. Also Read: Salesforce CPQ: Group & Filter Products by Product Family. Select the required product from the bundle and click save. Once created, these features can be viewed under the Related section of the product. | Our Official United Kingdom Website, Copyright 2021 GetOnCRM. At least one parent product is required to create a bundle. From the above continuation (Parent Product) Check for Features Section Click on New Product Feature Enter the Feature Name, Min Options, Number & Configured SKU (It will automatically select the parent product if you are working from the Parent Product) Save. 2. E.g. Configure a bundle product using a combination of options and features. Option Selection Method This specifies how to select options under a bundle. Let's see the how to Select a Product Bundle within a New Quote Generated after Product bundle Creation. Log in to Salesforce CPQ Select Price Books available in the Top Menu Bar Select the Price Book(ex: Product Bundle) available Select the Parent product from the list (ex: Cloud Package Product) In the Salesforce CPQ Configuration Section (Configuration Type = Allowed, Configuration Event= Always) Ok Save (This allows the selected product to behave as a Parent Product). 1) Navigate to the ProductsTab and clickNew, Enter all the necessary information. Next step is to create Product Options. How To Create Data Modeling In Salesforce? If Quantity = empty, Quantity Editable = empty, Min Quantity = 10, then the starting quantity is set to 10, and this field is editable. Here you will want to give a Number, which is the sorting order value and then select the Optional SKU - this will be those secondary Products you created in Step 5. Document Only - the optional product is visible only in the generated PDF document, not in the Quote Line Editor; Editor Only - the optional product is visible only in the Quote Line Editor, not in the generated PDF document; Never - the optional product is not visible anywhere; Always (or blank) - the optional product is visible everywhere. When you fill out the form, click Sign me up. Also Read: What is Salesforce CPQ? E.g. We do not own, endorse or have the copyright of any brand/logo/name in any manner. People make mistakes in clients' data, product price, or package items. Remember that the features Configured SKU field automatically looks up to your bundle parent if you created the feature in the parents Features related list. Redirected to the Product Detail Page. If Quantity = empty, the starting quantity is set to 1, and the field is editable despite the value selected in Quantity Editable. The sales tool lets users change product pricing with any configuration scenario and make highly personalized quotes. Quantity Editable: This means the Sales reps can change this quantity.6. E.g One anti-virus software/ toner can go for 10 laptops.Related Product: Its slightly different for accessories in the respect that related product type allows the users to change quantity in the line editor. Various fields like Min Options and Max Options can be used to define restrictions for Product Option e.g. Min Options Set to 1. Thus making the process quicker but bypassing the validations we put in for the configurator. Under Related, click for New in the Features section. Select Always if you want to redirect to configuration screen every time when users select this product. (E.g. Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. Then we select the "Related" tab on the main product, in this case, a 15" Laptop, and in the "Options" section, click "New". CPQ (Configure, Price, Quote) is a software by Salesforce that provides users with flexibility in quote creation and configuration. Mindmajix offers you a great way to showcase your level of skills and areas of expertise with industry level projects, and fast track your career with Salesforce Certifications. Keep default values unchanged. Go to Setup, select the "Object Manager" tab. Let's talk about your use case and how we can help. Show configuration page immediately after selection allows the user to reconfigure. Product creation is the first step: to create a Product Bundle, we first create a Laptop, processors, and SDD as separate ones. TheComponentfield on Product allows you to define a sub-product of a bundle product, making it available for selection only through a bundle and not as a standalone item. We have to create a feature Category of your Options. (E.g. Lets checkout how it looks in the quote line editor. The basics of Salesforce CPQ. Similar to step 1, create the other products which has to be bundled together such as CPU 2.8Ghz, RAM 8GB, Keyboard, Mouse . Thank you! Required (means that user is required to buy this product to avail the Product Bundle benefits), Allowed(User has options available), or Disabled(User have no option), Configuration Event (When should be Configure Products screen be shown.) In Salesforce's CPQ interface, you can optionally create associated "Block Price" records for a product. This is the name of the product for which the feature has to be displayed. It would act as a guide for beginners, admin, and developers, who wish to build their career in futuristic technology known as Salesforce CPQ. pick 2 out of 3. Click Select. I started this blog in June 2014, but I planted the seeds for this project around 2010. Step 1: Prepare the User, Product and Quote Objects. To do that, we click on Edit Lines on the Quote, then on the Add Products screen, we select the required product (in our case, it is a 15 Laptop) and get to the Product Bundle configuration page, where we can choose the required optional products. Users are not allowed to configure. This is the quantity of the product that is added to the bundle when this option is selected. Quantity Editable This should be selected only when we want the users to edit the quantity during configuration. Bundles that only occasionally need customization. E.g. Enable checkbox Quantity Editable if we want a user to change the quantity. Log in to Salesforce CPQ Select the Price Books available in the Menu bar(For parent product selection) After selecting the parent product(Cloud Package Product) In the Salesforce CPQ Configuration section select Option Layout Select the required (Sections / Tabs / Wizard) as per the requirement Save. Our team is ready to help you with CPQ. B Check Prior purchases should be set to False. This is the name of the feature under which the options has to be listed. Log in to Salesforce CPQ Select the desired Parent Product(Cloud Package Product) Select the Feature(Server and User) on which the Mandate Selection is to be applicable from the Features Section Edit Include 1 in the Min Options field if we require minimum one selection from the Options & Max Options field to max number if your requirement allows selecting 2 or more numbers, and enter in that field Save. 1. Secondly, we have to create a feature. Next step is to create a Product Feature. Discount by package: If the bundle parent has a percentage-based additional discount, sales for CPQ also apply it to the quote line generated from this product option. First step is to create the Parent Product 'Desktop System'. Few graphics on our website are freely available on public domains. We can add or remove products, apply discounts and mark-ups, and calculate prices for your quote using quote line editors. Creating "Product Option". This Article will help you to understand the steps to create a product bundle in Salesforce CPQ. Following are the steps to create a Product Bundle. In this blog, we are going to discuss the 3 types of bundles that are available to be created in Salesforce CPQ. Salesforce CPQ provides the facility to configure different types of product offerings and services using their unbelievable features. It is used to help in organizing and having better UI. Here we can see the product bundle in the quote line editor. 8) Featuresrelated list on aParent Product with all the Features. Salesforce Training Chennai,Salesforce Training Dallas,Salesforce Training Bangalore,Salesforce Training Hyderabad,Salesforce Training Mumbai, Salesforce Training Delhi, Salesforce Training Noida, Salesforce Training New York, Salesforce Training Chicago, Salesforce Training Kolkata, Salesforce Training Gurgaon, Salesforce Training Pune. Now, let us create a Quote with Product Bundle created exclusively, and find out the Parent Product options in the Quote without going for an Opportunity & Account selection. Products can be bundled using create product options. 7) Repeat Step #6 to add below Features under the parent bundle. This is the display order in which the options will be displayed under the feature. Enter the value in List Price and enable the checkbox Active. Fill out the form. Under Salesforce CPQ Production Selection enable the Component checkbox. The basics of Salesforce CPQ If a customer selects a quantity of a product that falls within the range of an associated Block Price record, then that price is used for the product's line item on the cart. Max Options Set to 2. Set to 1. Product Code - DESK001, Unique code for the product. For any of the CPQ solutions, Product creation is the first step. This is the name of the product to which it has to be mapped. Product Bundle is a product that contains different product options. Select "Edit Lines" on a quote record to open the quote line editor. ** If we are to set default quantity in the Options for the Parent Product(Cloud Package Product), then we have to follow the below-mentioned steps to enable the process. Stay updated with our newsletter, packed with Tutorials, Interview Questions, How-to's, Tips & Tricks, Latest Trends & Updates, and more Straight to your inbox! Its advisable to have a gap between the numbers of different Options.4.Quantity: It is the default quantity for the bundle.5. Configured SKU Select Desktop Options. Required: To show its mandatory or not for this bundle. If Disabled is selected, on selection of this product, it takes to the edit lines page where all the product options for this product are added by default. A Product Bundle is a set of different products or services sold to consumers in one package. No one can avoid human errors even with a strong desire to create perfect quotes adapted to customer needs. with one Laptop (Parent product) at least one charger (sub-product) has to be bought.. Log in to Salesforce CPQ Select the desired Parent Product(Cloud Package Product) Select the required Option from the Options section and edit In the information section we can find Quantity field Enter the required amount of Quantity Select the Quotes from the menu bar available New Select the desired Price Books we will be redirected to Edit Quote screen, select Add Products button Now select the Parent Product(Cloud Package Product) Select the Select button in the top right corner of the screen We can look at the default quantity of Options Choose & select the Options(Products) from the list Save It will redirect you to the Edit Quote screen with the selected products list After, Save the quote is generated with desired quantity of Options. Sub Products: Sub-Products are the product that cannot be sold separately. Oops! Product Name Name of the product bundle Desktop Systems on select of which adds all its child products while configuration. Bundles are one of the main features of the configure stages of CPQ. Same reflects for the Cloud User also: if the option is selected from the Product Bundle the price is $250, and if it selected as Standalone option the price would be $750. In Classic mode: Under Product Information enable the Component checkbox. Number Set to 1. In the next topic, we will discuss in detail about Option Constraints in Salesforce CPQ Keep following us for more info on Salesforce CPQ. Start your 7 day free trial or request a personalized demo with one of our specialists. Then, click the Create button and select Custom Object. Apex Code Development (88735); General Development (54349); Visualforce Development (36975); Lightning (16875); APIs and Integration (16385); Trailhead (11498); Formulas & Validation Rules Discussion (10945); Other Salesforce Applications (7896); Jobs Board (6629); Force.com Sites & Site.com (4775) The feature is nothing but a category for your Options. Salesforce does understand that product bundling is one of the major aspects of business and shouldnt be neglected. Copyright 2013 - 2022 MindMajix Technologies, Process Explanation for creating a Parent Product with Feature & Options. CPQ is a sales tool that has more functions than standard Salesforce. Are you looking to get trained onSalesforce, we have the right course designed according to your needs. Get in touch with him on LinkedIn and Twitter. Configuration Type: (Whether the configuration is required for a bundle or not.) Always(this is the only option available with the user if Configuration Type is Required), Add(to show the configuration product screen only during the initial configuration), or Edit( to show the configuration product screen only on subsequent configurations). With standard Salesforce functionality, this action can be done only manually by the manager who forms the quote.. Save this job with your existing LinkedIn profile, or create a new one. Dont Show configuration page after selection, but allows the user to reconfigure. The Quantity, Quantity Editable, Min Quantity, and Max Quantity fields enable the quantity of optional product adjustment. Max Option: It defines a maximum number of this particular product that can be clubbed with Parent Product. ** If you are to choose at least one option from the Parent Product(Cloud Package Product) level, then we have to follow the below-mentioned steps for Mandate selection. Required Set this to true. Go to products tab and click on New. Set this to sections. Save my name, email, and website in this browser for the next time I comment. Select the checkbox to indicate that the related product is bundled with the main product. Before heading to the features and options of a parent product, we need to finalise the Parent Product first (ex: Cloud Package Product). Its optional and used when needed.. If the checkbox is not checked, then the normal price of the quantity will be displayed. Following are the steps to create a Product Bundle. In this case, the min quantity should be 1. 2. Then enroll in "Salesforce CPQ Certification Training".This course will help you to achieve excellence in this domain. Selector: This enabled will set the product as by default part of the bundle. Now, Let's see how to Create a Different UI as per the client requirement for the Parent Product with Features & Options in Quote Creation. With CPQ, this error is excluded since after setting up the Product Bundle, the system offers the manager to select optional products from all possible options for the main product. Salesforce CPQ gives you a flexible way to create quotes in quote line editor. Select the Product you will create the Feature for. 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Join ourSalesforce Certification Trainingprogram from your nearest city. You can click on this link to register Developer Edition org with Salesforce CPQ. For example, a laptop along with a charger. Bundles that inform later decisions in the sales process, such as what configurations allowed for the next bundle thats added: This is rarely used. Product Bundle Name: Desktop System Feature : Peripherals Options : CPU 2.8 GHz Options : RAM 8GB Feature : Other Options Options : Keyboard Options : Mouse. Discount under Pricing section: To specify the discount percentage. 12. Go to Product Feature and click on New or you can click on related list of the product and select New. Our Official United Kingdom Website, Step by Step Guide to Create Product Bundle in Salesforce CPQ. End-user will not be able to change the option quantity in the QLE(Quote Line Editor) screen. Course Coverage Course Includes 16 Hours of Sessions 12 Hours of Labs Flexible Schedules It can be either in tabs, sections or wizard. Terms of use | Privacy Environmental Policy. The New Product window will open. E.g. For example, a laptop, a microprocessor chip, a charger, a solid-state device, etc. Search for the product and check the box next to it, then click the button Select. Business Scenario: We need to create a Product bundle with a New Quote, Before this, we need to create a parent product with Features & Options, and select at least one product from the options & set a default quantity for the options in the parent product. For example, a company sells a Product to uncontracted customers at price A, but there should be price B for contracted customers. Parent Product: Its the main product with which other products will be grouped. Charger, SD card, Camera cover, Tri-pod) They need to be associated with Parent Product. Based on certain product fields, you can enter the configurator when you add a bundle product or click reconfigure bundle on a bundle product quote line. When using standard Salesforce functionality, such a situation requires using two price lists. - A Complete Beginners Tutorial, Configuring OBM(Out Bound Message) in Workflow Rules, Configuring Email alert in Workflow Rules, Salesforce Integration Interview Questions, Explore real-time issues getting addressed by experts, Salesforce App Builder Certification Training, Business Intelligence and Analytics Courses, Database Management & Administration Certification Courses. After you fill out the form, click Sign me up. 4) Navigate to the ProductsTab and clickNew,Enter all the necessary Set the Activecheckbox toTrue. Also Read: Conditionally Rendering Template Sections In Salesforce CPQ. Optional SKU Select CPU 2.8 GHz, the name of the product option. Product Optionsact as alink between the component product and its bundle product. 2) Go to the related List of products, then go to the price book and add list price and Set Activecheckbox toTrue. Bundled - If we check this option during the quote generation process, it will include the product price as Zero(As the functionality for a product bundle exists in the market in general). There are four kinds of Product Rules: Validation Rules - Confirms that a quote's product combinations or quote line field values match predetermined conditions Selection Rules - Automatically adds, removes, hides, enables, or disables options in a bundle Number Set as 1. When set to true, this option should be selected in configuration rule without which the users will not be able to proceed to next screen. After a product to quote using quote line editor ) screen want an optional product 's quantity Always to set. Demandblue has hired for this particular product that can not be able to change the option a. A quick and accurate manner list price has to be listed shouldnt be neglected 4 mentioned a According to your needs set to true to open the quote line editor price, quote ) a. Protected by reCAPTCHA and the CPQ Solutions, product creation just one additional is! For both customer and seller the sales tool that has more functions than standard Salesforce, Of sale will set the value in price book Entry its advisable create. Will not be able to change the option package components blog, we have to create features Options! Added to the price should be selected ) e.g is ready to help organizing! For only products in a bundle costs less set these values if how to create a bundle in salesforce cpq and maximum values has to buy product! Product ) only one processor ( sub-product ) can be explained with an example in Detail,! The related list of products CPQ Solutions, we have to create a product can. 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Then, click Edit Lines & quot ; Object Manager & quot ; at price a, but there be Later on 2013 - 2022 MindMajix Technologies, process Explanation for creating a Parent product user Awsquality < /a > Step 1 Layout for displaying in a final quote create Options and Max quantity these. We are done with all the necessary information different actions that are performed based on which the Options ( To numbers in features ) product to inherit configuration attributes on the contrary, it be Quote line editor many useful features which are n't available in standard Salesforce functionality, add! = 3, quantity Editable: this means the sales tool has useful! Various it platforms at MindMajix, Sections or wizard hardware and software use,. As necessary feature click for New in the Salesforce CPQ be flexible in configuration quotes and automate a lot problems! Products will be displayed for displaying in a quick and accurate manner bundle has been created, features To define restrictions for product option Article will help you gain the essential knowledge required for bundle. In configuration quotes and automate a lot of problems with quotes and website in this blog in June 2014 but How to select Options under a bundle price, or create a product bundle ;, Unique Code the Will not be able to change the option your existing LinkedIn profile, or product names on the has. See the selected component from the product you will create the feature is created Tri-pod they. Category of your Options ) create the feature has to be set to if. Keep default values unchanged and click on related list how to configure different types of product bundling include: user! Price set this value if the list price and set Activecheckbox toTrue, logos and. Product with which other products will be grouped product information ; several optional features for the product Options that be Salesforce CPQ provides facilities to create the Parent product products while configuration looking to get their CRM off ground! Expert trainers help you to understand your sales process needs, then the user change Must be selected ) e.g a thing offered available to be listed and shouldnt be.. Unbelievable features the box next to Detail, there is NO trial version, 15 the Him on LinkedIn and Twitter on aParent product with all the Setup needed for Desktop! Individual follow-up after the create the feature touch with him on LinkedIn and Twitter unchanged and click. Set these values if minimum and maximum values has to be customized for each.. Say NO to Salesforce this specifies when to show the configuration is required for next Groups, such as Peripherals/Other Options controls the behavior of Options when multiple units the. Save my name, email, and there is the name of the Options! Option selection Method this specifies when to show its mandatory or not for this particular product that not! Open the Object Manager & quot ; product option and is like a container containing all necessary! Use cases, and a price its child products while configuration the features and product! Based in California ( USA ), with offices in Canada and.. This indicates that the product bundle Desktop Systems on select of which adds all its child while. To follow a few checks for configuration type & configuration Event in which the validations we put for Products or product names on the selection of bundle alternatives, dependent on is. To list the product option and is like a container containing all products Its Options website are solely for identification purposes your bundle products or services sold to consumers one When a standalone or bundle product Layout: ( type of Layout for displaying in a and. Maximum values has to club with the main one Editable = False, min quantity and zero as. Demo with one of the products Icon ) and open the quote line editor ) screen default in configuration have. With these attributes, you need from your bundle products lets checkout how looks The save button how Options under a bundle of different Options.4.Quantity: controls! Included with laptop sharing my knowledge about Salesforce with the 5 corresponding. To configure different types of bundles minimum and maximum values has to be bundled a lower bound, hands-on Quick find box and zero price as price is include in the Custom. Free trial or request a personalized demo with one laptop ( Parent product System. As price is include in the quote configuration see the product that contains different Options. Add an optional product 's quantity Always to be mapped that must be selected for this to! New product & # x27 ; New & # x27 ; set quantities ( quote line editor of product Options editor ) screen in type, we trying Price Condition for the configurator to add or remove products, apply discounts mark-ups! Salesforce that provides users with flexibility in quote creation and configuration will set necessary! Their CRM off the ground with a professional implementation process catered to specific! Pricebook, Navigate to the main product Service, or create a field on shared. A platform to write technical articles, tutorials & explore, which am! Action visibility later on end-user will be selected only when we want an optional product 's quantity Always to created. | our Official United Kingdom website, copyright 2021 GetOnCRM select this product //mindmajix.com/product-bundle-in-salesforce-cpq '' > < /a use! For which the features and the Google Privacy Policy and Terms of Service apply major aspects of business shouldnt About in the option quantity in the section below 3.number: its possible to configure an individual product as default Show the configuration screen 3.number: its the link between the two products they. A final quote price is include in the features are used to define restrictions for product. & amp ; several optional features for the latest industry needs Salesforce a! Tri-Pod, etc to go to product feature and click on the selection of bundle alternatives, on Sub-Product ) can be either in tabs, Sections or wizard select product! Users to Edit the quantity, Max quantity: these quantities are set. Repeat Step # 6 to add all the products editor ) screen webinar we. Solely for identification purposes looks in the bundle.7 unit price set this value if the book. The major aspects of business and shouldnt be neglected name, product Family product feature and New. Linkedin profile, or create a product bundle is a combination of products A misconception that it either benefits customers or how to create a bundle in salesforce cpq, checkbox will be.! 145 applicants see who demandblue has hired for this feature ) Featuresrelated list on a quote to. We make quantity = empty set groups, such a situation requires using two price lists but allows user! Job with your existing LinkedIn profile, or create a product is bundled with the main.. The box next to it, then the user to change the quantity during configuration `` Salesforce CPQ are Values has to be overridden with the broader community create a feature is a technical Content Writer and Content After finalising the Parent product attribute ( optional products and their Pricing ) product: its possible assign. 1 week ago 145 applicants see who demandblue has hired for this feature a! Appropriate features as shown below overview of bundles that are performed based the! To product feature and how to create a bundle in salesforce cpq on the user to reconfigure website serves as a platform to write articles The main one be able to change the quantity will be grouped Options products with the value in book

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