Salesforce CPQ provides several ways to determine how the user selects Product Options while configuring a Bundle Product. You can configure whether the user selects options in a bundle through a simple click or through an Add Option link.
This behavior is controlled by Option Selection Method field present on–
- Bundle Product (Product Object)
- Product Feature
| FIELD | DATA TYPE | VALUES | DEFINITION |
|---|---|---|---|
| Option Selection Method | Picklist | Click, Add | Determines how the user selects options attached to a bundle product. Click: Users select options by clicking in a checkbox next to the option. Add: Users click an Add Option link which opens an Option Selection page with all available 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.
By default, Salesforce CPQ shows all the Product Features along with a list of associated Product Options on Configure Products page. To avoid confusion, Sales Reps at AC wants that the Options included under a Feature should not be displayed directly but should be displayed based on some the user action.
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 Selection Method 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.
- Choose Add as a value for the Option Selection Method field and click Save.
Bundle Product Option Selection Method = Add
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 Sections.
- Each Feature has the Add Options link.
Bundle Product Option Selection Method = Add
- Click Add Options link under a specific Feature.
- You are displayed with the options associated with that Feature only.
- You don’t have to go through the complete list of Features and related Options at once.
Add Options Page
- Select any of the options and click Add.
Configure Products Page after adding the Options - Repeat steps 2-to-4 to select options included under the other Features.
Considerations
- Option Selection Method = Click
- Click is the Default Value for Option Selection Method field. Option Selection Method = BLANK is treated as Option Selection Method = Click
- By default, Salesforce CPQ shows a set of Product Features with a list of selectable Product Options under those Features on Configure Products page.
- When you select the Apple iPhone X Package product and click Select, Configure Products screen is displayed as below.
Bundle Product Option Selection Method = Click (Default)
- Option Selection Method on Product Feature
- This field is also present on the Product Feature. It overrides the Option Selection Method selected on a bundle product.
Option Selection Method on Product Feature - If Option Selection Method on a bundle product i.e. Apple iPhone X Package is set to Add and Option Selection Method on Memory Cards Feature is set to Click, this is how the Configure Products screen will show up.
Option Selection Method on Bundle Product vs on Product Feature - You can see that HeadPhones and Mobile Cases Product Features inherit the Option Selection Method from a Bundle Product and the same has been overridden for Memory Cards Product Feature.
- This field is also present on the Product Feature. It overrides the Option Selection Method selected on a bundle product.
- Depending on the number of options included in a bundle, we can set different Option Selection Method for different bundles.
- Product Features inherit the Option Selection Method from its Bundle Product.