C type should be dependency. 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.) Terms of use | Privacy Environmental Policy. 5) Repeat steps 4 mentioned inCreate a Bundle Product. Configuration Type: (Whether the configuration is required for a bundle or not.) As a bit of background, you will first need to establish and create Products in Salesforce CPQ that then can be put together in a few different ways to create a Bundle. Under Price Books add value to List Price and enable the Active checkbox. 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. First step is to create the Parent Product 'Desktop System'. It allows customizations, discounts, quantities & several optional features for the . With these attributes, you can modify the values of multiple Product Options within the same bundle. Its the link between the two products that need to be bundled. In this session, we would look at what bundles are, what are Product Options and how we logically group options in a Feature. Your submission has been received! 6) Create the features you need from your parent products related list. Creating "Product Option". Minimum quantity of Product Options that must be selected for this feature. 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. Similar to step 1, create the other products which has to be bundled together such as CPU 2.8Ghz, RAM 8GB, Keyboard, Mouse . with Camera), Features (Optional): It is a logically grouping of Product Options under Features. E.g. Enter Standard Price and click New. Browse by Topic. Recording When using standard Salesforce functionality, such a situation requires using two price lists. Set this to Click. So you can see the selected component from the product bundle in a final quote. Salesforce CPQ is a software introduced by Force.com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. Next to Detail, there is the Related tab. 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. This training program is delivered through live online interactive sessions or Self-paced Salesforce CPQ Videos with step-by-step guidance and tailored learning content covering the topics from the Salesforce Certified CPQ Specialist Certification Exam. Are you looking to get trained onSalesforce, we have the right course designed according to your needs. How to Create & Configure a Product Bundles First step is to create the Parent Product Desktop System. A product is a thing offered available to be . Fill out the form. Go to Product Feature and click on New or you can click on related list of the product and select New. Get expert guidance as you prepare to set up and use CPQ product bundles.\\n\\nIn this webinar, we cover:\\n- An overview of bundles\\n- Live demo of user experience and configuration\\n- Training and enablement resources\\n- Next steps and recommendations\\n\\nPremier and Signature Success Plan customers, request an individual follow-up after the session. These courses are equipped with Live Instructor-Led Training, Industry Use cases, and hands-on live projects. Also Read: How Salesforce Mobile App Can Be Beneficial for Your Organization? The configurator displays your bundle features and the options available within each feature. Course Coverage Course Includes 16 Hours of Sessions 12 Hours of Labs Flexible Schedules So, let us begin with the Product Bundle definition first, which I am going to talk about in the section below. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Then, click the Create button and select Custom Object. Keep default values unchanged. 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. Now, let us create a Quote with Product Bundle created exclusively, and find out the Parent Product options in the Quote without going for an Opportunity & Account selection. Create Parent Products (Lightning Mode) Click on the "Products" tab and click "New". Live demo of user experience and configuration. Salesforce CPQ Pt 4: Configure Bundles & Product Rules 13,049 views Oct 24, 2018 81 Dislike Share Save ITequality 1.38K subscribers We review Product bundle configuration, and edit an. Keep default values unchanged and click on the Save button. Search "User" in the quick find box. 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. 7) Repeat Step #6 to add below Features under the parent bundle. Salesforce does understand that product bundling is one of the major aspects of business and shouldnt be neglected. Available in: Salesforce CPQ Spring'17 and later Configuration Loader API The Configuration Loader API returns all the data for the product, including its product options and configuration model. Quantity Set to 1. Use features if you want to organize options into set groups, such as hardware and software. Constraints (Optional): This is used to control how the user can select Product Options together. 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. A new page comes. For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, yourname@cpq4ever.com). Various fields like Min Options and Max Options can be used to define restrictions for Product Option e.g. Q2. For example, a laptop, a microprocessor chip, a charger, a solid-state device, etc. All you have to do is to go to the necessary quote, click Edit Lines, then Add Products. For Username, enter a username that looks like an email address and is uniquebut it doesn't need to be a valid email account. 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. Bundles that often need to be customized for each customer. Also Read: Salesforce CPQ: Group & Filter Products by Product Family. Configurable Bundles in Salesforce CPQ Learn how to create bundles of products using Salesforce CPQ. Search for the product and check the box next to it, then click the button Select. Bundled - If we check this option during the quote generation process, it will include the product price as Zero(As the functionality for a product bundle exists in the market in general). Enter values for Number and Min/ Max Options fields as necessary. 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For the Label field, enter Partner Level Discount For the Plural Label field, enter Partner Level Discounts End-user will be Able to change the option quantity in the QLE(Quote Line Editor) screen. Let's say we want an Optional Product's quantity always to be 3. Go to related list of Product and under Product Options, click on New. 6. Product Name - Name of the product bundle - 'Desktop Systems' on select of which adds all its child products while configuration. You can click on this link to register Developer Edition org with Salesforce CPQ. Configured SKU Select the product Desktop Systems. Join ourSalesforce Certification Trainingprogram from your nearest city. Step By Step Guide to Becoming a Certified Salesforce Developer, A Beginners Guide: Choosing The Right CRM Product, Controlling the program flow in Salesforce. This is used to associate parent product with sub-products. One of these are Product Bundles which we will describe in this article. How Salesforce Mobile App Can Be Beneficial for Your Organization? 10. It can be explained with an example in detail. Something went wrong while submitting the form. 2) Go to the related List of products, then go to the price book and add list price and Set Activecheckbox toTrue. 2. Before heading to the features and options of a parent product, we need to finalise the Parent Product first (ex: Cloud Package Product). Min Quantity and Max Quantity: These quantities are to set boundaries for this particular product in the bundle.7. So they came up with a Product Bundle in CPQ. Use the configurator to add or remove options from your bundle products. By Scott Morris in Salesforce. To create product bundles using Salesforce CPQ, individual products first need to be created. Quantity Editable: This means the Sales reps can change this quantity.6. 13. I started this blog in June 2014, but I planted the seeds for this project around 2010. 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. Under related list Feature click for New Product Features. Rest all the steps are the same as Lightning. Configuration Event This specifies when to show the configuration Screen. 9. 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. 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. GetOnCRM Solutions is a global Salesforce silver consulting partner based in California (USA), with offices in Canada and India. If it is enabled then the user has to buy this product in the bundle.8. Continuing from the above sections (Parent Product) Check for Options Section Click on New Product Option Enter the Number(Unique), Configured SKU(Select the Parent Product), Quantity, Optional SKU(Need to select the Products from the Look Up for each Option to be created) Save. Process Explanation for creating a Parent Product with Feature & Options Etc. ** 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. we can use 5, 10, 15 as the number. Select "Edit Lines" on a quote record to open the quote line editor. 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. Feature Name Name of the feature Peripherals. All Rights Reserved. So this field is used to manage the quantity of a product to the quantity of the parent product.Accessory: quantity of this product is independent of the quantity of the parent product in the bundle. Min Quantity, Max Quantity Set these values if minimum and maximum values has to be set for quantities. DemandBlue Irvine, CA 1 week ago 145 applicants See who DemandBlue has hired for this role . 4. (E.g. Thank you! E.g. This is the display order in which the options will be displayed under the feature. Bundled under the Pricing section: This checkbox indicates that this product is bundled with the parent product. Log in to Salesforce CPQ Select the Price Books available in the Menu bar(For parent product selection) After selecting the parent product(Cloud Package Product) In the Salesforce CPQ Configuration section select Option Layout Select the required (Sections / Tabs / Wizard) as per the requirement Save. Salesforce CPQ provides the facility to configure different types of product offerings and services using their unbelievable features. Get in touch with him on LinkedIn and Twitter. 2. In this webinar, we cover: An overview of bundles. 3. Salesforce CPQ (Configure, Price, Quote) makes it possible to configure different product offerings and services using CPQ's unique features. Following are the steps to create a Product Bundle. We have to finalise the Parent Product Cloud Package Product. The feature is nothing but a category for your Options. If Click is selected, checkbox will be listed along with product options and users will have to select the options. Also Read: What is Salesforce CPQ? The firm, service, or product names on the website are solely for identification purposes. It is an automatically generated field. Click Save and youre good to go. We make Quantity = 3, Quantity Editable = false, Min Quantity = empty. This is the name of the product for which the feature has to be displayed. Discount under Pricing section: To specify the discount percentage. 12. CPQ is a sales tool that has more functions than standard Salesforce. 5. Hope this was a useful read for you. Maximum quantity of Product Options that must be selected for this feature. Create different UI for Parent Product in Quote. In Classic mode: Under Product Information enable the Component checkbox. Dont Show configuration page after selection, but allows the user to reconfigure. In order to create a Lookup Object, go to Setup (Gear Icon) and open the Object Manager. Fill in information like Product Name, Product Family, Product Codeand enable the Active checkbox under Product Information. Salesforce CPQ Consultant. Stay tuned for our upcoming blogs. Benefits for Customers in product bundling include: Improved user experience and client satisfaction. After you fill out the form, click Sign me up. It is used to help in organizing and having better UI. Feature Select Peripherals. 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. Based on certain product fields, you can enter the configurator when you add a bundle product or click reconfigure bundle on a bundle product quote line. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Max Option: It defines a maximum number of this particular product that can be clubbed with Parent Product. Make sure we give gaps in numbers for various features as in the future we might need to add a new feature between two existing features. 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. We have to create Option link options products with the features and parent product. 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. Your email address will not be published. Required Set this to true. So, the manager wont forget about extra package components. Products can be bundled using create product options. Optional SKU Select CPU 2.8 GHz, the name of the product option. A Product Bundle is a combination of different products that are sold to customers as one combined product or package. Step 1. Selector: This enabled will set the product as by default part of the bundle. Salesforce Training Chennai,Salesforce Training Dallas,Salesforce Training Bangalore,Salesforce Training Hyderabad,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. Product Options: It is used to group the products. Contact us to find out more. Our team is ready to help you with CPQ. How To Create Data Modeling In Salesforce? With standard Salesforce functionality, this action can be done only manually by the manager who forms the quote.. Each record has a lower bound, an upper bound, and a price. One platform for buying many products that they need. In this case, the min quantity should be 1. Save my name, email, and website in this browser for the next time I comment. No one can avoid human errors even with a strong desire to create perfect quotes adapted to customer needs. 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. A Product Bundle is a combination of different products and services that are sold to consumers as one combined product or service package. Select the Product you will create the Feature for. In the video, we [] Select the checkbox to indicate that the related product is bundled with the main product. The New Product window will open. Sub Products: Sub-Products are the product that cannot be sold separately. with one Laptop (Parent product) only one processor (sub-product) can be bought. We all are familiar with product bundling -a method in which a few products are grouped and sold as one unit- and understand that its used to enable sales.
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