Creating a Bundle Product using Salesforce CPQ

1. Go-to Setup | Customize | Products | Fields | Product Family Field | New. Add Accessories as a new picklist value and click Save.
2. Navigate to the Products Tab and click New Enter all the necessary information. Set Active checkbox to True. Keep default values unchanged.

   

3. Repeat steps 3 through 6 mentioned in Create a Bundle Product and add Pricing to add pricing for this product.
4. Repeat steps 2 and 3 above to create all the other sub-products along with their standard and custom prices as specified in the Component/Option Products Table above.

Step 3: Create Product Features

Related Product Options are grouped together using a Product Feature.

Create a Memory Cards Product Feature to group all the Memory Cards available for sell under iPhone X Package.

1. Navigate to the Apple iPhone X Package product | Features related list, click New Product Feature.

   

   Product Feature related list on Bundle Product
2. Enter below information

   • Feature Name – Memory Cards – displays under the Parent Product

   • Number – 10 – determines the sequence of a feature with respect to other features

   • Min/Max Options – restricts the number of Sub-Products that can be selected in a feature

   • Min Options = 0 means that the user can proceed without selecting any Memory Card.

     

3. Repeat Step #2 to add below Features under the parent bundle. Enter values for Number and Min/ Max Options fields as necessary.
   • HeadPhones
   • Mobile Cases
4. Features related list on a Parent Product with all the Features

   

Step 4: Create Product Options

To configure an individual product as a component of a Bundle Product, we need to create Product Options. Product Options act as a link between the component product and its bundle product.

Add iPhone X Silicone Case – Marine Green Product case as a sub-product under iPhone X Package in Mobile Cases Feature.

1. Navigate to the Parent Product Apple iPhone X Package | Options related list, click New Product Option.

   

2. You can also navigate to the Mobile Cases Feature and click New Product Option in Product Options related list.

   

3. Enter below information and click Save.
   • Number – 10 -to determine the sequence of this sub-product in a bundle
   • Configured SKU – Lookup to the Bundle Product i.e. Apple iPhone X Package. It is automatically populated while creating a Product Option from a bundle product.
   • Optional SKU – Lookup to the Sub-Product e. iPhone X Silicone Case – Marine Green Product. This is where you actually associate a sub-product to the bundle.
   • Type – Accessory – Case is a Mobile accessory.

     

4. Repeat above steps to add all the Accessory products under appropriate Features as shown below. Here is the Options related list on a Parent Product with all the Product Options.

   

5. Once you create a Product Option for a specific sub-product under a specific Feature, a new record gets added in the Optional For related list on a sub-product. Also, a new record gets added in the Product Options related list on a Feature.
   • Sub-Product: iPhone X Silicone Case – Marine Green

     

   • Feature: Mobile Cases

     

Check it out in the Quote Line Editor

Now, we are done with all the setup needed for our Apple iPhone X Package.Let’s check out how does it look in the quote line editor.

1. Navigate to an existing Quote and click Edit Lines button/ create a new Quote | click Add Products button. Sub-products are NOT available for selection here as we marked those as Components.

   

2. Select the Apple iPhone X Package product and click Select, you will be landing on the CPQ Configure Products screen. You can see that the Features are displayed as Tabs (Bundle Product’s Option Layout). Each tab contains the Product Options added under that specific feature.

   

3. Feature = HeadPhones

   

4. Feature = Mobile Cases

   

5. Select the first option from each feature and click Save. You will be redirected to the Quote Line Editor. The rightmost column shows the Actions menu, using which you can clone, re-configure or delete a product or mark it as a Favourite product.

   

6. To change the bundle configuration, click on the wrench icon. CPQ takes you to the Configure Products screen where you can see that the previous selections are retained. Users can select the additional options or deselect the options selected during earlier configuration or change the quantity as necessary.

   

7. Selecting or deselecting an option product or changing the quantity of an option product reflects the change in bundle price on click of the Calculate button.

   

8. Click Quick Save or Save button to save the product configuration on a quote.

   

Enabling Product Hierarchy View in CPQ

Enable Visualize Product Hierarchy from Salesforce CPQ package settings to indent the components and nested bundles of a product bundle. Navigate to Setup | Build | Installed Packages| Salesforce CPQ | Configure | Line Editor and select Visualize Product Hierarchy.

How does Product Hierarchy look in the Quote Line Editor?

Related Articles

• Creating a Standalone Product using Salesforce CPQ
• Creating a Subscription Product using Salesforce CPQ
• Adding Quote fields on Quote Line Editor