Salesforce CPQ provides several ways to determine how options, in a bundle, are presented to the users. You can select whether the Product Features and Product Options, grouped under those Features, are displayed as multiple sections on a single page, tabs or as wizard steps.
This behavior is controlled by Option Layout field on a Bundle Product.
| FIELD | DATA TYPE | VALUES | DEFINITION |
|---|---|---|---|
| Option Layout | Picklist | Sections, Tabs, Wizard | Choose how to present options to users. Sections: Prompt users for all options on a single page. Tabs: Allow users to make option selections by clicking through a set of options in separate tabs. Wizard: Prompt users for a different set of options each page, allowing them to click Next to advance to the next set of options. |
Use Case
Adrian Hanks works as a CPQ Administrator at ABC Corp (AC), which sells Apple iPhone X Package. It is a bundle product and options included in it are divided into 3 different groups using Product Features.
Sales Reps at AC wants that all the Features should be displayed as separate Tabs, each containing a list of associated options under it, while configuring a bundle product so that they can easily select the options by navigating through the Tabs.
Bundle Structure
Bundle Product: Apple iPhone X Package
|
Click here to see how to setup a Bundle Product using Salesforce CPQ.
How to Setup?
Setting up the Option Display format or changing it is pretty easy. All you need to do is update a single field on a bundle product.
- Navigate to the bundle product detail page, “Apple iPhone X Package” in this case.
- Click Edit.
- Find the Option Layout field, select Tabs and click Save.
Option Layout on Bundle Product
Check it out in the Product Configurator
- Navigate to an existing Quote and click Edit Lines button/ create a new Quote | click Add Products button.
Add Products Page - 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 Bundle Features are displayed as Tabs.
- Each Tab contains the Product Options associated with that specific Feature.
- Users can easily navigate through the Tabs by clicking the Feature Names and select the Options under any of the Features.
Bundle Product Option Layout = Tabs
Other Option Display Formats
- Option Layout = Sections
- If you set the Option Layout as Sections, this is how the Configure Products screen will show up.
Bundle Product Option Layout = Sections - Sections is the Default Value for Option Layout field. Option Layout = BLANK is treated as Option Layout = Sections.
- All the Features of a bundle are displayed as Sections on a single page.
- Each Section contains the Product Options associated with that specific Feature.
- Users can easily select any of the Options under any of the Features.
- If you set the Option Layout as Sections, this is how the Configure Products screen will show up.
- Option Layout = Wizard
- If you set the Option Layout as Wizard, this is how the Configure Products screen will show up.
Bundle Product Option Layout = Wizard - All the Features of a bundle are displayed as Wizard Steps.
- Each Wizard Step contains the Product Options associated with that specific Feature.
- Users can easily navigate between different Wizard Steps by clicking Next/Previous buttons and can select any of the Options.
- If you set the Option Layout as Wizard, this is how the Configure Products screen will show up.