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Product Relationship Management in Agentforce Revenue Management
Bundle products consist of components such as groups, products, and product classifications. These components are related to each other through product relationships.
Required Editions
| View supported products and editions. |
The first product in a product hierarchy is the root product (1). All components added to the root product are its children (2).
A root product can have multiple root groups or multiple products as its immediate level-one child components. A root group can have either multiple child groups, or multiple products, or a single product classification component as its immediate child component.
You define a Product Relationship Type when you add a product or a product classification component to a bundle.
Specify Component Detail Fields
| Field | Description |
|---|---|
| Child Product | The name of the child product that you add to the bundle. This field is empty when you add a product classification to a group. |
| Child Product Classification | The name of the product classification that you add to a group. This field is empty when you add products to a group. |
| Sequence | The display order of the product in the run-time cart |
| Quantity | The default quantity of the product or products based on the product classification in the run-time cart |
| Product Relationship Type | When you add a product, the product relationship type is Bundle to Bundle Component Relationship. When you add a product classification, the product relationship type is Bundle to Product Classification Component Relationship |
| Group | The group under which you add the product or product classification |
| Require this component | To make the product a required component in the bundle, select Require this component. Ensure that Require this component is deselected for product classification components. |
| Include component by default | To include the product in the bundle by default, select Include component by default. Ensure that Include component by default is deselected for product classification components. |
| Allow Quantity Changes | To allow users to change product quantities during run time, select Allow quantity changes. If Allow Quantity Changes is deselected, you can’t enter a minimum and maximum quantity |
| Min Quantity | The minimum number of products that you can select in the bundle at run time |
| Max Quantity | The maximum number of products that you can select in the bundle at run time |
Additional Product-Related Component Fields
To edit the product relationship, click the product tile from the Structure tab and click Edit Relationship under the Relationship tab in the right pane.
| Field | Description |
|---|---|
| Component Selling Model |
|
| Quantity Scaling Method | Defines how the child product quantity changes as the quantity of the parent product changes in the runtime cart. This field can have these values:
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| Quote Visibility | The value in this field controls whether a child product is shown in Transaction Line Editor, quote documents, both, or neither:
If you don’t select a value, child products appear in quotes and quote documents. If you hide a bundled product, its child products are also hidden. If you show a bundled product, its child products are shown based on their individual visibility settings. |
- You can’t change a child product's quantity in the runtime cart if the Quantity Scaling Method is Constant or Default (even for legacy products where Allow Quantity Changes is selected). To enable edits, change the scaling method to None or Proportional.
- When using the Proportional quantity scaling method with Allow Quantity Changes enabled, you can edit the child product's quantity only when configuring the product in the configurator. The quantity field is read-only in the sales transaction line editor because it displays the final calculated quantity stored on the quote line item, not the editable per-parent unit quantity.
