Constraint Guidelines

You may find it useful to show a product option in your bundle but prevent your sales rep from choosing it until they’ve selected another option. This way, they don’t sell it to a customer without the original option that makes use of it. Once Salesforce CPQ enables the option for selection, your rep can choose whether to select it based on the customer’s needs. You can also disable one option from selection relative to another option. For example, sales reps could not select American power cables in a bundle as long as they’ve selected hardware that requires European power cables.

The option constraint object lets you set up these restrictions. Create option constraints from the Option Constraints related list on your bundle parent product record.

In bundles with an Option Selection Method of Add, option constraints don't work inside Option Lookup.

Review the following fields when using option constraints.

Check Prior Purchases

By default, Salesforce CPQ evaluates constraining options only on the quote you’re editing. When you select this field, Salesforce CPQ also evaluates previously purchased units of the constraining option on the quote’s parent account. These units must be assets, or subscriptions in active contracts.

Constrained Option

Lookup to the option that Salesforce CPQ enables or disables.

Constraining Option

Lookup to the option that determines whether Salesforce CPQ enables or disables the Constrained Option.

Configured SKU

(Required) SKU number of the bundle that includes this option. This field is completed automatically if you created this feature from the bundle product’s detail page.

Option Constraint Group

Use this field if you have multiple constraints targeting a constrained option and want to require the selection of all their constraining options. In this case, Salesforce CPQ selects the constraining options of all constraint records where the Option Constraining Group has the same value. This feature is useful if you want to require or exclude options based on combinations of other options. The value can be any text string, but we recommend making it descriptive and easy to remember.

Type

Choose the behavior for this constraint.

• Dependency: Selecting the Constraining Option causes Salesforce CPQ to enable the Constrained Option for selection
• Exclusion: Users can’t select the Constrained Option if they’ve selected the Constraining Option.

Example You sell software licenses and offer an software bundle that contains your licenses and several options for each license. You want the configurator to enable a user training class option for selection when a sales rep chooses the data security license option. This way, your sales rep can present training as an option, but doesn’t have to select it if the customer has already used the software.

Go to your bundle parent and create an option constraint with the following fields.

• Constraint Name: Training Class for Data Security Software
• Type: Dependency
• Constrained Option: Lookup to your user training class product option record
• Constraining Option: Lookup to your data security license product option record

Example Let’s look at using multiple constraints and option constraint groups. You sell a bundle for custom performance desktops. You want the configurator to enable a water cooler for selection when you select a video card or when you select a large case. Create your option constraints as follows.

• Constraint Name: Video Card Selection
• Type: Dependency
• Constrained Option: Lookup to your water cooler product option
• Constraining Option: Lookup to your video card product option

• Constraint Name: Large Case Selection
• Type: Dependency
• Constrained Option: Lookup to your water cooler product option
• Constraining Option: Lookup to your large case product option

If you want the configurator to enable a water cooler only when both the video card and large case are selected, give both your option constraints the same option constraint group value. For example, you could use “water cooler.”