Solution Groups

You can save time by having these groups available right away rather than manually re-creating them in each of your quotes. For example, if you normally quote a selection of hardware products in one group and a selection of software products in another group, you can create two solution groups. Name the groups Hardware and Software and make them available to all users when they add line items to their quotes.

When users select Groups in the quote line editor, they see a list of up to 200 available solution groups. Selecting a solution group creates a group with the solution group’s name and description. The new group doesn’t have any quote line items. Users can add products to the group from the product selection page.

To enable solution groups, select Solution Groups Enabled in your Groups package settings. Enter SBQQ__SolutionGroup__c as the object, and select Group Name and Description for the Name and Description fields respectively. You can then create as many solution group records as you need.