Contents
How do I set up a product at CPQ?
Configurable Bundles in Salesforce CPQ
- Learn About Configuration in the Sales Process.
- Control the Configuration Experience.
- Use Product Options to Construct Bundles.
- Determine How Bundled Quote Lines Behave After Configuration.
- Use Features to Organize Options.
- Change the Feature User Experience.
What the product rule can do?
Product Rules can do more than just trigger warning messages like our Alert rule. They can also change how sales reps are allowed to interact with options. You can use Product Rules to set an option as preselected or required under certain circumstances, or automatically hide an option from view under other conditions.
What is configuration rule in Salesforce CPQ?
Salesforce CPQ makes a configuration based on user response, possibly by selecting multiple options in one step. To make a selection rule that functions in real time, select Apply Immediately and System on the product option that you want to function in real time.
Where to find product rules in CPQ-trailhead?
You start by navigating to the Product Rules tab. From the navigation bar, click Product Rules. Click New. For Product Rule Name, enter Prevent missing microphones. For Type, choose Validation. For Scope, choose Product. Remember, this is how you tell CPQ the rule should run during product configuration.
What are the product rules in Salesforce CPQ?
Salesforce CPQ and its product rules are designed to help sales reps get the right products on the quote the first time around. Think of product rules as guardrails, there to help sales reps stay on course when navigating complex combinations of products and services.
When do you tell CPQ the rule should run?
You must tell CPQ the rule should run when returning to the Quote Line Editor. For Evaluation Event, choose Always. Check Active. For Conditions Met, choose Any. You’re going to choose Any so that in the future you can check for other, unrelated conditions that might warrant a free USB drive. For example, when it’s the customer’s birthday.
How are asset and subscription data used in CPQ?
Asset and Subscription data can be used for rules that run in both places. For Aggregate Function, choose Sum. This tells CPQ how to summarize the data.