What is optional for in Salesforce CPQ?

What is optional for in Salesforce CPQ?

The Optional checkbox field designates that a product doesn’t contribute to the Net Total of the Quote or the Opportunity. An Optional Quote Line’s totals are therefore completely independent from the Quote object. No discount is applied or evaluated on an optional Quote Line record.

What does the type field of related product mean when set on the product option?

What does the Type field of “Related Product” mean when set on the Product option? Related Product – option is related, but fully independent. Use this for cross sell or upsell options that can be added to bundle but the quantity is independent. Cannot be required.

What is product feature in Salesforce CPQ?

The feature object is related to products, and it “sits” within bundles. They are categories of products within a configuration, or better said: categories of options within a bundle. A bundle can have multiple Features (or none whatsoever because Features are not mandatory) and a Feature can have multiple Options.

What are CPQ bundles?

Sep. The bundle is a central concept in Salesforce CPQ. Simply put, a bundle is a group of products that are commonly sold together. There are three key objects that define bundle structure: products, options, and features. Bundles are made of products.

What is bundle in Salesforce CPQ?

A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. Salesforce CPQ provides the facility to configure different types of product offerings and services using their unbelievable features.

What is the difference between the product rule and the options constraint?

An option constraint is a simple tool that behaves a little like a product rule, used only in the context of bundles. A single product rule can be applied to unlimited bundles, whereas an option constraint is specific to a single bundle. Product rules can select options with Add actions.

What is a product option?

In this case, a product option is a specific type of variation, like Size or Color, and the product variants are the individual choices listed within those options, like Large or Red. Some eCommerce stores use product options to refer exclusively to personalizations that can be made to a product, like custom engraving.

What are option constraints?

Option Constraints allow you to enable or disable a Product Option for selection based on the selection of another product option in the same Bundle Product. You can apply multiple Option Constraints (OCs) to the single Product Option (PO) by selecting the same PO as the Constrained Option on all those OCs.

What are CPQ options?

Product options are what really brings the bundle together. A bundle is created when you add Options to a Product in the Options related list. They are like children that sit under the bundle parent.

What does product option mean in Salesforce CPQ?

A product can be sold individually as a standalone item or as a component of a bundle product or both. Product Option acts as a connecting link between the standalone product and its bundle product. Product Options represent the component products available for selection at the time of bundle configuration.

Where do I find product options in Salesforce?

In the screenshot, we see what happens in the Configure Products page. The toner option appears second in the list, and its checkbox is checked and gray, meaning it’s required. You can use Options to control what changes your sales reps can make to the quantity of products within bundles.

Where do I select sub products in CPQ?

Sub-products are NOT available for selection here as we marked those as Components. 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).

How do I upsell a product in CPQ?

Back in CPQ, in the navigation bar, click Products, then choose the All Products view. Click Telecommuter Workstation. Click the Related tab. From the Features related list, click New. For Feature Name, enter Upsells. For Min Options, enter 0. For Number, enter 50. For Option Selection Method, choose Dynamic.