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Dynamic Bundle Options default to Component Type in Salesforce CPQ

Data pubblicazione: Jan 15, 2026
Descrizione
By default, options added within a Dynamic Bundle, behave as a Component Option Type.  

If the admin desires to have the options added within a dynamic Feature behave as either Accessories or Related Products, a corresponding Price Rule can be used to adjust the Option Type on the Quote Line.
Risoluzione
Create a Price Rule to change the Quote Line's Option Type
  1. Navigate to the Price Rules tab, click New
    1. Set the following field values:
      1. Price Rule Name = Set Dynamic Option Type
      2. Evaluation Scope = Calculator
      3. Conditions Met = All
      4. Evaluation Event = Before Calculate
      5. Active = True
  2. Click Save
  3. Add a new picklist value, SBQQ__ProductOption__c, to the Price Condition field SBQQ__Field__c
    1. Setup | Object Manager | Price Condition | Fields & Relationships | SBQQ__Field__c
      1. Add SBQQ__ProductOption__c as a picklist value for Field 
  4. From the Price Conditions Related List, click New Price Condition
  5. Set the following field values:
    1. Object = Quote Line
    2. Field = SBQQ__ProductOption__c
    3. Operator = equals
    4. Filter Type = Value
    5. Value = {blank}
  6. Click Save
  7. Add two new picklist values, SBQQ__OptionType__c and SBQQ__BundledQuantity__c, to the Price Action field  SBQQ__TargetField__c
    1. Setup | Object Manager | Price Action | Fields & Relationships | SBQQ__TargetField__c
      1. Add SBQQ__OptionType__c and SBQQ__BundledQuantity__c as picklist values for Target Field 
  8. From the Price Actions Related List, click New Price Action
    1. Set the following field values:
      1. Target Object = Quote Line
      2. Target Field = SBQQ__OptionType__c (Choose the desired Option Type to set)
        1. Example 1: Value = Accessory
        2. Example 2: Value = Related Product
  9. Save and New
  10. Set the following field values:
    1. Target Object = Quote Line
    2. Target Field = SBQQ__BundledQuantity__c
    3. Value = {blank}
  11. Save
Numero articolo Knowledge

000382705

 
Caricamento
Salesforce Help | Article