No one can avoid human errors even with a strong desire to create perfect quotes adapted to customer needs. Setup -> Installed Packages -> Configure Salesforce CPQ -> Line Editor -> Enable Expand/Collapse Bundles By default, the Default Bundle Setting is disabled. Next steps and recommendations. Go to products tab and click on New. Then we examined its terminologies like what is a bundle, what are Product Options, how do we group them logically into Features. Following are the steps to create a Product Bundle. Let other fields be as default. In Salesforce CPQ Quantity Control, Follow the first three steps as Lightning Experience and then, These products can be bundled with other products but cannot be standalone items. One platform for buying many products that they need. When configurable, this is often guided by rules that are put in place that validate the configuration and ensure that the products that have been chosen to make up this bundle are compatible with each other. So they came up with a Product Bundle in CPQ. E.g One anti-virus software/ toner can go for 10 laptops.Related Product: Its slightly different for accessories in the respect that related product type allows the users to change quantity in the line editor. 11) Now, we are done with all the setup needed for our Desktop Computer. Configuration Type If Required is selected, on selection of this product, it redirects to product configuration screen and users are allowed to configure the product options. Discount by package: If the bundle parent has a percentage-based additional discount, sales for CPQ also apply it to the quote line generated from this product option. D The Active checkbox should be set to True. )E.g Tabs, Wizard, Section. Salesforce CPQ gives you a flexible way to create quotes in quote line editor. Bundles that often need to be customized for each customer. - A Complete Beginners Tutorial, Configuring OBM(Out Bound Message) in Workflow Rules, Configuring Email alert in Workflow Rules, Salesforce Integration Interview Questions, Explore real-time issues getting addressed by experts, Salesforce App Builder Certification Training, Business Intelligence and Analytics Courses, Database Management & Administration Certification Courses. | Our Official United Kingdom Website, Copyright 2021 GetOnCRM. Get in touch with him on LinkedIn and Twitter. If Quantity = empty, the starting quantity is set to 1, and the field is editable despite the value selected in Quantity Editable. Always(this is the only option available with the user if Configuration Type is Required), Add(to show the configuration product screen only during the initial configuration), or Edit( to show the configuration product screen only on subsequent configurations). with one Laptop (Parent product) only one processor (sub-product) can be bought. This is the main part of product bundling. Then we select the "Related" tab on the main product, in this case, a 15" Laptop, and in the "Options" section, click "New". Our team is ready to help you with CPQ. Type: It controls the behavior of options when multiple units of the bundles are quoted. Salesforce CPQ Bundles. For Username, enter a username that looks like an email address and is uniquebut it doesn't need to be a valid email account. Firstly, we need to create a field on the user object to use custom conditions that drive action visibility later on. All Rights Reserved. People make mistakes in clients' data, product price, or package items. Thus making the process quicker but bypassing the validations we put in for the configurator. (E.g. All steps are the same as parent product creation just one additional point is. The basics of Salesforce CPQ Few graphics on our website are freely available on public domains. In this Article, we are going to cover all the topics associated with Product Bundle in Salesforce CPQ concepts, What is a Product Bundle? Save this job with your existing LinkedIn profile, or create a new one. 1) Navigate to the Products Tab and click New, Enter all the necessary information. - The basics of Salesforce CPQ, Salesforce CPQ: Group & Filter Products by Product Family, Conditionally Rendering Template Sections In Salesforce CPQ, How Manufacturing Firms Can Increase Sales With Salesforce CPQ Solutions, Best Practices For Salesforce Integration with Third Party Applications, 3 Challenges The Finance Industry Should Overcome In Salesforce Implementation, Salesforce Marketing Cloud Genie- Building Real-Time Relationships With Customers, 5 Ways To Use Salesforce Marketing Cloud Datorama For Better ROI, Major Benefits Of Top Salesforce Consulting Partners. 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Product creation is the first step: to create a Product Bundle, we first create a Laptop, processors, and SDD as separate ones. Let's say we want an Optional Product's quantity always to be 3. First step is to create the Parent Product 'Desktop System'. (E.g. It is an automatically generated field. Then we select the Related tab on the main product, in this case, a 15 Laptop, and in the Options section, click New. 3.Number: Its sequence to display Options (similar to numbers in Features). Reasons Why NGOs Can`t Say NO to Salesforce. It is used to help in organizing and having better UI. Join ourSalesforce Certification Trainingprogram from your nearest city. Finally, the Quote with Product Bundle is created. Go to Product Feature and click on New or you can click on related list of the product and select New. 1a. Discount Schedule: This feature is useful when a standalone or bundle product wants a unique discount schedule for each type of sale. E.g. Now, Let's see how to Create a Different UI as per the client requirement for the Parent Product with Features & Options in Quote Creation. Product Bundle in Salesforce CPQProduct creation is consistently the initial step for any of the CPQ Solutions. Salesforce Training Mumbai, Salesforce Training Delhi, Salesforce Training Noida, Salesforce Training New York, Salesforce Training Chicago, Salesforce Training Kolkata, Salesforce Training Gurgaon, Salesforce Training Pune. 5. After installing the Salesforce CPQ package we are getting a lot of new functionality, which will help us create, manage and quote much faster than the standard Salesforce functionality. Click Save and youre good to go. 11. Keeping in mind such difficulties, Salesforce created a CPQ sales tool to help users in preventing a lot of problems with quotes. Quantity Set to 1. 5. 7) Repeat Step #6 to add below Features under the parent bundle. TheComponentfield on Product allows you to define a sub-product of a bundle product, making it available for selection only through a bundle and not as a standalone item. Copyright 2013 - 2022 MindMajix Technologies, Process Explanation for creating a Parent Product with Feature & Options. Feature Select Peripherals. One of these are Product Bundles which we will describe in this article. We can add or remove products, apply discounts and mark-ups, and calculate prices for your quote using quote line editors. Then, click the Create button and select Custom Object. Terms of use | Privacy Environmental Policy. For Email, enter an active email address. Configuration Type: (Whether the configuration is required for a bundle or not.) Enable checkbox Quantity Editable if we want a user to change the quantity. Create a Bundle Product - Click on the Product tab > select New Name this product, which will be the master bundle product, tick the Active checkbox and give the bundle product a Price by creating an Active PricebookEntry To add items to the fixed bundle product: in the Fixed Bundles (Bundle Product), related list press New Min Quantity and Max Quantity: These quantities are to set boundaries for this particular product in the bundle.7. Remember that the features Configured SKU field automatically looks up to your bundle parent if you created the feature in the parents Features related list. Then enroll in "Salesforce CPQ Certification Training".This course will help you to achieve excellence in this domain. 3) Create Optional Products and add Pricing. Products can be bundled using create product options. Its optional and used when needed.. a charger sold with Laptop will not be charged separately as its included with Laptop. Create Price Condition for the rule created above through the related list of Price Rule and enter the following values. This is the name of the product for which the feature has to be displayed. Under Related, click for New in the Option section.2. This is the display order in which the options will be displayed under the feature. By Scott Morris in Salesforce. Enter the values for fields like: Configured SKU: Its a staple thing. Trailhead and Learning ; Expert-led Learning ; Salesforce Certification ; Career Paths ; Go to Free Online Learning For example, a laptop can be equipped with various processors, RAM, SSD or HDD, etc. Product Code -' DESK001', Unique code for the product. Users are not allowed to configure. Next to Detail, there is the Related tab. A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. Next step is to create a Product Feature. At least one parent product is required to create a bundle. Go to related list of Product and under Product Options, click on New. Feature: Its like a folder for the product option and is like a container containing all the products that are logically grouped. Save my name, email, and website in this browser for the next time I comment. Are you looking for a Salesforce CPQ Development? Its the link between the two products that need to be bundled. In order to create a Lookup Object, go to Setup (Gear Icon) and open the Object Manager. Log in to Salesforce CPQ Select Quotes available in the Menu Bar New Select the Price Book required In the Edit Quote screen select Add Products button Now select the Parent Product(Cloud Package Product) Select the Select button in the top right corner of the screen Choose & select the Options(Products) from the list Save It will redirect you to the Edit Quote screen with the list of the selected products We can edit the Options(Products) for additional Discounts also Save. End-user will be Able to change the option quantity in the QLE(Quote Line Editor) screen. Min Option: It defines a minimum number of this particular product that has to club with the Parent Product. Universal Containers offers a 50% customer discount promotion this month for Product A The Admin decides to use a Price Rule to enable this promotion. Secondly, we have to create a feature. In the video, we [] Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. For example, a laptop along with a charger. A confirmation message appears. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Number Set to 1. Enter Standard Price and click New. For example, a laptop can be equipped with various processors, RAM, SSD or HDD, etc. Quantity Editable: This means the Sales reps can change this quantity.6. We have to create a feature Category of your Options. The feature is nothing but a category for your Options. Also Read: Salesforce CPQ: Group & Filter Products by Product Family. pick 2 out of 3. Start your 7 day free trial or request a personalized demo with one of our specialists. Salesforce CPQ is a software introduced by Force.com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. Quantity Editable Set the value to true if you want to allow users to edit the quantity during configuration. ** If you are to choose at least one option from the Parent Product(Cloud Package Product) level, then we have to follow the below-mentioned steps for Mandate selection. Lastly, we have to create Options and link the Options products with the features and parent product. To add price in CPQ PriceBook, navigate to the PriceBook related to the product created. Create another feature named Other Options similar to step 3. How Salesforce Mobile App Can Be Beneficial for Your Organization? with one Laptop (Parent product) at least one charger (sub-product) has to be bought.. Select the Product for which one needs to create Features. Course Coverage Course Includes 16 Hours of Sessions 12 Hours of Labs Flexible Schedules Select Always if you want to redirect to configuration screen every time when users select this product. It can be either in tabs, sections or wizard. For example, a company sells a Product to uncontracted customers at price A, but there should be price B for contracted customers. Product Bundle Name: Desktop System Feature : Peripherals Options : CPU 2.8 GHz Options : RAM 8GB Feature : Other Options Options : Keyboard Options : Mouse. The sales tool lets users change product pricing with any configuration scenario and make highly personalized quotes. Change Management initiatives are also critical to a successful implementation and involve the introduction of a Digital Adoption Platform to drive maximum sales engagement and productivity from Salesforce CPQ. The configurator displays your bundle features and the options available within each feature. Disclaimer: All the course names, logos, and certification titles we use are their respective owners' property. This is the quantity of the product that is added to the bundle when this option is selected. Fill Required fields like Feature Name, Number, Min Options, Operation Selection Method and Category and Click save to save this feature or click save & new to save this feature and add more features. This is to map the product to a specific bundle and feature so that, when the product is selected, it lists all the products added as options. End-user will not be able to change the option quantity in the QLE(Quote Line Editor) screen. If Click is selected, checkbox will be listed along with product options and users will have to select the options. Auto-Select: When sales reps add a product to this bundle from a dynamic feature, Salesforce CPQ evaluates whether the product contains a field that matches one of the feature's configuration . There are four kinds of Product Rules: Validation Rules - Confirms that a quote's product combinations or quote line field values match predetermined conditions Selection Rules - Automatically adds, removes, hides, enables, or disables options in a bundle Required (means that user is required to buy this product to avail the Product Bundle benefits), Allowed(User has options available), or Disabled(User have no option), Configuration Event (When should be Configure Products screen be shown.) Get expert guidance as you prepare to set up and use CPQ product bundles. Under related list Feature click for New Product Features. Rest all the steps are the same as Lightning. This also means that bundled option prices are included in the bundles parent product price so they have fixed quantity, cannot be discounted, and have a price of zero. CPQ (Configure, Price, Quote) is a software by Salesforce that provides users with flexibility in quote creation and configuration. In this post we will create a Product Bundle as follows. in the video, we would look in detail about the power of the configuration type, configuration event, option layout and option selection method fields on the bundle configuration agenda -. If Quantity = 3, Quantity Editable = true, Min Quantity = 1, then the starting quantity is set to 3, and this field is editable. The basics of Salesforce CPQ. Same reflects for the Cloud User also: if the option is selected from the Product Bundle the price is $250, and if it selected as Standalone option the price would be $750. Required Set this to true. Create Product Features (optional) and Constraints (optional). These courses are equipped with Live Instructor-Led Training, Industry Use cases, and hands-on live projects. A Product Bundle is a combination of different products that are sold to customers as one combined product or package. We make Quantity = 3, Quantity Editable = false, Min Quantity = empty. Contact us for any Salesforce requirements. Select CPQ PriceBook from the list. Constraints (Optional): This is used to control how the user can select Product Options together. Copyright 2022 GetOnCRM. Example: Below mentioned is an example for Parent product and its Options. Redirected to the Product Detail Page. Fill out the form. In the video, we would look at what bundles are, what are Product Options and how we logically group options in a Feature.Agen. Choose 2 answers A Option Constrain Group should be populated. Browse by Topic. Click Add to Price Book. Signup for a Developer Edition. If a customer selects a quantity of a product that falls within the range of an associated Block Price record, then that price is used for the product's line item on the cart. Various fields like Min Options and Max Options can be used to define restrictions for Product Option e.g. E.g. A product is a thing offered available to be . we can use 5, 10, 15 as the number. Product Name - Name of the product bundle - 'Desktop Systems' on select of which adds all its child products while configuration. Product Bundle is a product that contains different product options. CPQ provides additional custom fields on products that allows you to define: If you want to Quantity Editable then check the Quantity Editable field in Salesforce CPQ Quantity Control and Set Your Default Quantity. Option Layout: (Type of layout for displaying in a bundle. With CPQ, this error is excluded since after setting up the Product Bundle, the system offers the manager to select optional products from all possible options for the main product. Go to products tab and click on 'New'. Recording Search "User" in the quick find box. Maximum quantity of Product Options that must be selected for this feature. Oops! While creating a Product Option, we fill in the following fields: Configured SKU - the main product (filled in automatically); Number - determines the order in which the optional products are displayed on the list. Thats why it's advisable to create Features before Options so that we can easily associate them with Product Options. if we sell 5 laptops, they will come along with the 5 corresponding chargers. Search for the product and check the box next to it, then click the button Select. In the next topic, we will discuss in detail about Option Constraints in Salesforce CPQ Keep following us for more info on Salesforce CPQ. 1. Salesforce CPQ (Configure, Price, Quote) makes it possible to configure different product offerings and services using CPQ's unique features. For this example enter 'SBQQ__Discount__c (Quote Line)'. Here we can see the product bundle in the quote line editor. Business Scenario: We need to create a Product bundle with a New Quote, Before this, we need to create a parent product with Features & Options, and select at least one product from the options & set a default quantity for the options in the parent product. Options Selection Method: (How options under a bundle can be selected) E.g. Similar to step 1, create the other products which has to be bundled together such as CPU 2.8Ghz, RAM 8GB, Keyboard, Mouse . Don't have an account? A Product Bundle is a set of different products or services sold to consumers in one package. Mindmajix offers you a great way to showcase your level of skills and areas of expertise with industry level projects, and fast track your career with Salesforce Certifications. On the Bundle Product, scroll down to the Product Options related list and click New Option. Component - for example, the main item in the Product Bundle is a Lantern in the number of 2 pcs, and the optional item is a Battery in the number of 3 pcs; the total number of Batteries in the Product Bundle will be 6 pcs (editing prohibited); Accessory - for example, the main item in the Product Bundle is a Door in the number of 3 pcs, and the optional item is a Master Key in the number of 2 pcs; the total number of Master Keys in the Product Bundle will be 2 pcs (editing prohibited); Related Product - for example, the main item in the Product Bundle is a Printer in the number of 3 pcs, and the optional item is a Ream of Paper in the number of 2 pcs; the total number of Reams of Paper in the Product Bundle will be 2 pcs (editing allowed). Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. Steps to create a product bundle Create the parent products. Leave this unchecked if the price should be added to the option. Click, Add., Under Salesforce CPQ Pricing, select the Pricing Method. In this case, the min quantity should be 1. Show configuration page immediately after selection allows the user to reconfigure. Additionally, you get access to Free Mock Interviews, Job and Certification Assistance by Certified Salesforce Trainers. So, let us begin with the Product Bundle definition first, which I am going to talk about in the section below. How To Create Data Modeling In Salesforce? The New Product window will open. Sign up for a free Developer Edition org with Salesforce CPQ. 10. Suppose your customer wants a bundle product. If Disabled is selected, on selection of this product, it takes to the edit lines page where all the product options for this product are added by default. This website serves as a platform to write technical articles, tutorials & explore. For each product created, go to related lists, add a new price book entry with list price updated for each of the product.
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