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            Create a Global Attribute

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            Create a Global Attribute

            Create global attributes and associate them with one or more product options in one bundle or several bundles. Since global attributes aren’t limited to one bundle, you can save time setting up your bundles for sales rep configuration. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’18 and later
            1. Make sure the Target Field field in your configuration attribute has a value for each product option field that you want available in the attribute set.
              1. From Setup, in the Quick Find box, enter Objects, and then select Objects.
              2. Click Configuration Attribute.
              3. Click Target Field.
              4. In the Values related list, click New.
              5. Enter the API names of the product option fields that you want available in the attribute set. Separate each API name with a return.
              6. Select the Configuration Attribute and Global Attribute checkboxes.
            2. Create the global attributes.
              1. From the configuration attributes page, click New.
                Because you enabled global attributes, Salesforce CPQ shows the Select Configuration Attribute Record Type page.
              2. Choose Global Attributes for the record type, and then click Continue.
              3. Give the attribute a name and target field, and then click Save.
            3. Create the attribute set.
              1. From the attribute sets page, click New.
              2. Give your attribute set a name, and then click Save.
            4. Add attribute items to the attribute set.
              1. From your attribute set, click New Attribute Item.
              2. Enter a lookup to the configuration attribute that you want to associate with this attribute item.
              3. Enter a number for the Sequence field.
                In a product option drawer, Salesforce CPQ shows a set’s attributes ordered by smallest to largest sequence numbers.
              4. Click Save. Repeat as needed for the other configuration attributes that you want included in the attribute set.
            5. Add a product attribute set to your attribute set.
              1. From your attribute set, go to the Product Attribute Sets related list and click New Product Attribute Set.
              2. Enter a lookup to the product option that you want to associate with this attribute set.
              3. Give the product attribute set a sequence number. This number determines where the attribute set appears relative to other attribute sets on the same configuration option.
              4. Click Save. Repeat as needed for any other product options that you want to associate with this attribute set.
                When you configure a bundle containing any of the product options in the product attribute set, each product option shows the configuration attributes you associated with attribute items in Step 4.

            Product option drawers are visible only when the option selection method has a value of Click.

             
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