Salesforce CPQ : Bundle Product

Dec 16, 2023


 

After completing this unit, you will be able to:

 

What is a bundle product?

A bundle product is a grouping of multiple individual products or services that are sold together as a single package.

 

How to create a bundle product?

1. For creating a bundle product, search product in the App Launcher and select Products.

2. Click on the New button and fill these fields:

Product Name Computer
Product Code COMPUTER
Active True
Configuration Type Allowed
Configuration Event Always

 

 

 

 

3. Now click on the Related tab, then go to Price Books, click on Add Standard Price, fill out all the fields like this, and click Save.

 

 

4. Click on the Product tab and create these products in the below table, but in these products, Configuration Type and Configuration Event are None.

# Product Name Product Code Active Standard Price Book
1 RAM 8GB RAM8GB True 400
2 RAM 16GB RAM16GB True 800
3 SSD 1TB SSD1TB True 2000
4 SSD 512GB SSD512GB True 1000
5 CPU 2.8GHz i7 CPU2.8 True 5000
6 CPU 3.4GHz i7 CPU3.4 True 8000

 

After creating all products, make sure that the price book for all products is active.

 

 

5. Now click on the Computer product and go to the Related tab, find Features, and click New.

6. Fill these fields:

Feature Name Memory
Number 10
Option Selection Method Click

 

 

7. Similarly, you can create these features:

# Feature Name Number Option Selection Method
1 Storage 20 Click
2 Processor 30 Click

8. Now, in Options click New and fill these fields:

Optional SKU RAM 8GB
Number 10
Feature Memory
Quantity 1
Quantity Editable True

 

 

9. Similarly, you can create these options:

# Optional SKU Number Feature Quantity Quantity Editable
1 RAM 16GB 20 Memory 1 True
2 SSD 1TB 30 Storage 1 True
3 SSD 512GB 40 Storage 1 True
4 CPU 2.8GHz i7 50 Processor 1 True
5 CPU 3.4GHz i7 60 Processor 1 True

 

 

Now, that our bundle product is created, let's check it out in the quote line editor.

10. Search quotes in the app launcher and select it, Now click on New and Save it without filling any fields.

11. Let's click on the down arrow and select Edit Lines.

12. Click Add Products and select the computer product.

 

 

13. Select the required products from the bundle and click Save.

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