Configuring Product Options in Salesforce CPQ

As we all know, the current buzz word in the Salesforce ecosystem is Salesforce CPQ, and how we can utilize its potential  to understand the needs and requirements of our clients and eventually serve them better. With some amazing features rolled out by Salesforce CPQ & Billing every release, it is becoming more  popular among Salesforce Trailblazers.

CPQ stands for Configure – Price – Quote. While the concepts and understanding have been tremendous,  the basic unit is a Product. In this blog, we are going to try and understand the 3 types of Product Options used while configuring a bundled product with features and product options.

Product, Bundled Product, Features, and Product Options

Before diving into the types of Product Options, let’s try and understand 3 main pre-requisites in simple terms, the Bundled Product, Product Features, and Product Options by taking an example of a Bundled Product called Remote Desk Assembly. [Relevant to the present pandemic world as we all are working remotely and likely have set up a Remote Desk in our homes].

A Bundled Product is nothing but an accumulation of various products inside it called the Product Options. This is multiple products related to the main product combined in a bundle in our case the Remote Desk Assembly is called a Bundled Product.

Features: For the user’s simplicity, we cannot combine the Product Options inside a bundle one below the other, we require some segregation based on some category so that it becomes easier for the user while selecting the product options in the bundle. Thus, we can say that Features are categories that allow the user to segregate the Product Options in the Bundled Product.

In our example, Remote Desk Assembly, various features can be Laptops/PC’s/Phones, Furniture, Sound Accessories, Extras, and the products present in features are the Product Options like the Laptop, Monitor Screen, Chair, Sticky Notes, Notepad, etc. Please find the screenshot below of our Bundled Product example for a better understanding:

Types of Product Options Based on Quantity

The product option type field is being recognized using the Type field in the Product Option object. They basically have 3 types, and we are going to explain the significance of selecting the type of product option based on the quantity with an understanding of each type and how it is related to the quantity of the parent [bundled product] with our example. The 3 types of Product Options are:

  1. Component
  2. Accessory
  3. Related Product

The first point of difference we need to keep in mind is that based on the dependence on the parent product and their quantity dependence on the parent product.

Type of Product Option

Dependent on Parent

Quantity Dependent on Parent

Component

Yes

Yes

Accessory

Yes

No

Related Product

Yes

No

The second point of difference is the dependence if the quantity is editable in the Quote Line Editor and if the quantity of the Product Option is a multiplier to the quantity of the Parent Product.

Type of Product Options

Quantity Editable Option Checked, in Product Option

Quantity Editable in Quote line Editor

Quantity multiplied with the quantity of Parent Product

Component

Yes

No

Yes

Component

No

No

Yes

Accessory

Yes

No

No

Accessory

No

No

No

Related Product

Yes

Yes

No

Related Product

No

Yes

No

Component

By taking into consideration the above 2 main points of significance, we will now explain the Component type using our example.

The requirement is that we will want to have 2 monitor screens for each Remote Desk Assembly by default. The user should not be able to modify this requirement in the Quote Line Editor, and this quantity should be calculated automatically without user intervention needed in the Quote Line Editor.

Click Save to check the Quote Line Editor:

For every Remote Desk Assembly, there will be 2 monitor screens, and the quantity will be locked in the Quote Line Editor. It doesn’t matter if the Product Option monitor screen Quantity Editable is checked or unchecked [3*2=6]. Please refer the screenshot below:

Accessory

The requirement is to have only one external webcam despite all the Remote Desk Assemblies configured. Even if we want to increase the quantity of Remote Desk Assembly, the external camera Product Option should not be multiplied with the parent product quantity, and also it should be locked in the Quote Line Editor, whether Quantity Editable is checked or unchecked on the Product option external webcam.

Click Save to check the Quote Line Editor:

For every Remote Desk Assembly there will be 1 external webcam and the quantity will be locked in the Quote Line Editor. Please refer the screenshot below:

Related Product

The requirement is to have any number of chairs for the Remote Desk Assembly. The quantity of chairs does not depend on the Quantity of the parent, and the Quantity is not locked in the Quote Line Editor despite Quantity Editable being checked or unchecked.

Click Save to check the Quote Line Editor:

Now, even if we change the Quantity of the parent product, the Quantity of chairs does not change, the Quantity field is not locked in the Quote Line Editor, and the user has full freedom to change the quantity number of chairs in the Quote Line Editor. Please refer the screenshot below:

We now understand how the 3 different types of Product Options behave with respect to the quantity of their parent product in the Quote Line Editor using the Remote Desk Assembly example.

For more in-depth knowledge on Salesforce CPQ, or to discuss your specific requirements in detail, please reach out to Cyber Group’s Salesforce Practice for additional consultation. 

Written by: Jagruti Wagh, Consultant

Jagruti is an eligible and competent Consultant with a keen interest in techno-functional, Admin and Solution Engineering roles in the Salesforce ecosystem. She is competent in creation and designing of process-flow diagrams, User Stories, Architecture Diagrams, SLDC diagrams like Use-Case, Sequence-flow, Technical Design Document, Functional Design Document.

Jagruti is a Certified Salesforce Administrator, Salesforce Certified Community Cloud Consultant, CPQ Specialist and Steel-Brick Blue-belt Certified. She is a doer, immensely passionate about her work, and is a true believer in growing together along with others.