Contents
What is bundle product 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 bundle selling?
Bundling is a marketing strategy where companies sell several products or services together as a single combined unit. Companies occasionally use pure bundling strategies, rolling several products or services into one item that can only be purchased as a complete package.
What does product bundle format mean?
Product bundles are several individual goods or services that are sold to consumers as one combined package. Sometimes called “package deals,” product bundles are generally made up of complementary items or, less frequently, similar items.
How do I set up CPQ products?
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 is CPQ configurator?
In the configurator, they can change their bundle or leave without making any changes. Required: Salesforce CPQ directs users to enter the configurator when they perform any of the selected configuration events. In the configurator, they can change their bundle or leave without making any changes.
What is standalone product in Salesforce?
Standalone order products contain several price fields that you must populate on your own. Review our pricing formulas to ensure that your prices are accurate when you pass your standalone order products to Salesforce Billing. Proration Multipliers for Standalone Order Products.
How do I learn CPQ?
1. Salesforce CPQ Basics
- Get started with Salesforce CPQ.
- Learn about quotes.
- Select products.
- Calculate prices.
- Generate PDF quotes.
- Manage contracts and renewals.
When is a bundle added to an opportunity, quote or invoice?
When a product bundle is added to an opportunity, quote, order, or invoice, a required product in the bundle uses the bundle price for price calculations.
How to add products to a product bundle?
Bundle: The bundle you’re adding the products to is selected by default. Product: Select the Lookup button, and select a product you want to add to the bundle. You can’t add a family or a product bundle to a product bundle.
How are prices calculated for a product bundle?
Because the pricing-related fields for a product that’s required for the bundle aren’t used in price calculations, you can’t modify these fields.
How to define valid dates for product bundles?
Valid From / Valid To: Define the period the product bundle is valid for by selecting a Valid From and Valid To date. Unit Group: Select a unit group. A unit group is a collection of various units a product is sold in and defines how individual items are grouped into larger quantities.