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Clone and Customize the Default Product Configurator Flow

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Clone and Customize the Default Product Configurator Flow

Use the Default Product Configurator Flow as a template to design a product configurator flow that determines the layout for presenting customizable product-related information in the user interface.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) with the Revenue Cloud Growth license or the Revenue Cloud Advanced license
User Permissions Needed
To clone the default product configurator flow: Product Configurator
  1. From Setup, in the Quick Find box, enter Flow, and then select Flows.
  2. Click Default Product Configurator Flow.
  3. In the Default Product Configurator Flow Builder, click Save As New Flow.
  4. Enter a label for the flow.
    The flow API name automatically populates.
  5. To change the default configurations of the flow, edit the screen element, select the relevant component, and update the necessary attributes.

    For example, select the Product Configurator Product Attributes component and update the necessary attributes. You can update the Attribute Categorization, Attribute Display, and Columns Attribute Display Style attributes of the Product Configurator Product Attributes component.

    Product Configurator Product Attributes screen component of the Default Product Configurator Flow
  6. Save your changes, and activate the flow.

After you clone and customize the default configuration of the flow, you can customize the flow further to show context fields and product attributes on product option cards. You can then define the product configuration flows for products and product classifications.

See Also

 
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