Creating a Bundle Product using Salesforce CPQ

Product creation is always the first step for any of the CPQ Solutions. This article will help you understand the steps to create a Bundle Product using Salesforce CPQ.

A product is an item offered for sale. It can be sold individually as a standalone item or as a component of a bundle product.

Salesforce CPQ enables Admins and Product Managers to configure various types of product offerings and services using out-of-the-box features.

A Product Bundle is a combination of several products or services that are sold to consumers as one combined product or service package.

Examples

  1. Microsoft Office which includes MS Word, MS Excel, MS PowerPoint etc.
  2. Antivirus Total Security Packages containing Antivirus, Antispyware, Anti-phishing software etc.
  3. McDonalds Package Meals containing a burger, fries and a soft drink.
  4. Satellite TV Channel Packages containing various TV channels.

Product Bundle in Salesforce CPQ

Configuring a Bundle Product in Salesforce CPQ involves creating below records-

  1. Products: The bundle product as well as all the sub-products included in the bundle.
  2. Product Options: A Product Option record for EACH sub-product to associate it with the bundle product. One Bundle can have many Product Options.
  3. Product Features: Optional. Product Options having similar characteristics can be grouped together using a Product Feature. One Bundle can have many Product Features.
  4. Option Constraints: Optional. Option Constraints ensure that all users select only compatible options. Article covering Option Constraints in detail is coming soon.
  5. Configuration Attribute: Optional. Set the value of a specific field on multiple Product Options included in a Bundle or Feature. Article covering Configuration Attributes in detail is coming soon.

Salesforce CPQ allows Sales Reps to customize a bundle, wherein they can select from a set of multiple options present in a bundle based on Customer’s need.

Use Case

Vendor ABC Corp sells the Apple iPhone X Package. CPQ Administrator at ABC Corp needs to configure a bundle with the below-specified structure. The bundle contains Apple iPhone X and related component products.

Sales Reps should be able to customize the bundle and select the necessary products from a list of available options. Each option is an individual product but, it should NOT be available for selection as a standalone item and has an impact on the bundle price when added onto the quote.


Bundle Structure

Bundle Product: Apple iPhone X Package
  • Feature: Memory Cards
    • Product Option: SanDisk Ultra 8 GB
    • Product Option: SanDisk Ultra 16 GB
    • Product Option: SanDisk Ultra 32 GB
  • Feature: HeadPhones
    • Product Option: Apple AirPods Bluetooth Headset
    • Product Option: Apple Earpods 3.5mm Jack Headset
    • Product Option: Apple Powerbeats3 Bluetooth Headset
  • Feature: Mobile Cases
    • Product Option: iPhone X Silicone Case - Marine Green
    • Product Option: iPhone X Leather Folio - Electric Blue
    • Product Option: iPhone X Leather Case - Soft Pink

How to Setup?

Step 1: Create a Bundle Product and add Pricing

  1. Go-to Setup | Customize | Products | Fields | Product Family Field | New. Add Hardware 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.Creating a Bundle Product using Salesforce CPQBundle Product Creation Page

     

    CPQ provides additional custom fields on products that allows you to define-

    1. Configuration Type – whether a bundle requires a configuration or not
    2. Configuration Event – when to show Configure Products screen.
    3. Option Layout – how features are displayed in a bundle.
    4. Options Selection Method – ways to select options under a bundle.
  3. Click Save & Add Price button and enter Standard Price for this Product.
    Add Standard Price
    Add Standard Price
  4. Once you click Save button, you will be redirected to the Product Detail Page.
    Bundle Product Detail Page
    Bundle Product Detail Page
  5. The next step is to add the price for this Product in a custom CPQ PriceBook. To do this, navigate to the Price Books related list on Apple iPhone X Package product and click Add to Price Book button. Select CPQ PriceBook from the list and click Select.
    Add Price in Custom Pricebook
    Add Price in Custom Pricebook
  6. Enter List Price for CPQ PriceBook and click Save.
    Add Custom Price
    Add Custom Price

Step 2: Create Optional Products and add Pricing

We need to create individual product records for optional/component products as well. 

Apple iPhone X Package consists of below optional products-

# Product Name Product Family Price in $
1SanDisk Ultra 8 GBAccessories1.5
2SanDisk Ultra 16 GBAccessories2.5
3SanDisk Ultra 32 GBAccessories3.5
4Apple AirPods Bluetooth HeadsetAccessories175
5Apple Earpods 3.5mm Jack HeadsetAccessories35
6Apple Powerbeats3 Bluetooth HeadsetAccessories235
7iPhone X Silicone Case - Marine GreenAccessories39
8iPhone X Leather Folio - Electric BlueAccessories99
9iPhone X Leather Case - Soft PinkAccessories49

Table: Component/Option Products

  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.
    Component Product/ Option Product
    Component Product/ Option Product
    The Component field 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.
  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
    Features related list on Bundle Product
    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.

      Product Feature Creation Page
      Product Feature Creation Page
  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
    All Features
    All 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.
    Options related list on Bundle Product
    Options related list on Bundle Product
  2. You can also navigate to the Mobile Cases Feature and click New Product Option in Product Options related list.
    Product Options related list on Product Feature
    Product Options related list on Product Feature
  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.
      Product Option Detail Page
      Product Option Detail Page
  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.
    All Product Options
    All 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
      Optional For related list on Component Product
      Optional For related list on Component Product
    • Feature: Mobile Cases

      Product Feature
      Product Feature

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.
    Product Selection Page
    Product Selection Page
  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.
    Configure Products Page
    Configure Products Page
  3. Feature = HeadPhones
    Configure Products Page - Feature = HeadPhones
    Configure Products Page – Feature = HeadPhones
  4. Feature = Mobile Cases
    Configure Products Page - Feature = Mobile Cases
    Configure Products Page – 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.
    Quote Line Editor with Bundle and Component Products Selected
    Quote Line Editor with Bundle and Component Products Selected
  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.
    Re-Configure Bundle Product
    Re-Configure Bundle Product
  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.
    Quote Line Editor
    Quote Line Editor with Component Products Pricing
  8. Click Quick Save or Save button to save the product configuration on a quote.
    Quote Lines related list on Quote
    Quote Lines related list on 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.

Visualize Product Hierarchy - CPQ Package Settings
Visualize Product Hierarchy – CPQ Package Settings

How does Product Hierarchy look in the Quote Line Editor?

Product Hierarchy in Quote Line Editor
Product Hierarchy in Quote Line Editor

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