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How to group Products in Salesforce CPQ?
May 6, 2018
- Go to Installed Packages.
- Select Salesforce CPQ.
- Select Additional Settings.
- Select a field in How to group Products.
- Click Save button.
- Go to Add products screen.
What is a Dynamic bundle CPQ?
Dynamic bundles have a special feature that appears just like any other, but instead of showing a list of options, it shows a link to add options. When you click the link, you’re brought to a page that shows a short, filtered list of products to choose from. It’s like a mini Product Selection page unique to the bundle.
What are Dynamic Bundles in Salesforce CPQ?
Dynamic Bundles allow your sales reps to choose their own options in a bundle. You can use filter rules to filter the options they can choose from. For example, when a Sales rep chooses an option for “Cables and Adapters”, they should only see a list of products related to “Cables and Adapters” and nothing else.
How do I group items in Salesforce?
From Setup, in the Quick Find box, enter Installed Packages , and then select Installed Packages. Find the Salesforce CPQ package, and then select Configure. Click the Additional Settings tab. From Product Results Group Field Name, choose the field you want to group your product search results by.
How do I make a CPQ bundle?
Step by Step Guide to Create Product Bundle in Salesforce CPQ
- Navigate to the Products Tab and click New, Enter all the necessary information.
- Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True.
- Create Optional Products and add Pricing.
How do I create a dynamic bundle in Salesforce CPQ?
Set Up the Dynamic Duo
- 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 .
What is product rule in Salesforce CPQ?
When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action. The error conditions evaluate to user-determined custom logic.
What is a product group in Salesforce?
The first custom object is named Product Group. It’s a record that represents a group of products and is related to a Product Record that the user adds to kick off the automation. The second custom object is named Group Line Items.
What is a product option CPQ?
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. We can specify in the Quantity Editable field whether the product’s default quantity is editable or not on the quote line editor.
What is configuration attribute in Salesforce CPQ?
A configuration attribute that you can assign to any product option. You can enable global attributes in your Salesforce CPQ package settings. Once enabled, when you create a configuration attribute, Salesforce CPQ lets you choose whether its record type is a configuration attribute or a global attribute.
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 to generate a quote in Salesforce CPQ?
While generating quote document in Salesforce CPQ, one may require to show products in grouping. That is possible by populating Group Field of Quote Template record with value Product Family. Scenario: A seller sells two types of products i.e. Hardware and Software. While generating quote he requires to group the products based on product types.
What does a bundle mean in Salesforce CPQ?
Salesforce CPQ enables Admins and Product Managers to configure various types of product offerings and services using out-of-the-box features. A Product Bundle is a combination of several products or services that are sold to consumers as one combined product or service package.
How to create custom picklist in Salesforce CPQ?
Step 1. First, let’s create a new custom picklist field with the label EdInst Suitability on the Product Object in Setup > Object Manager to specify which products can be sold to educational institutions. Select Enter values, with each value separated by a new line in the Values section and type Yes in the text box.