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Choosing When to Show the Configurator
Several product fields let you control when users can edit bundles in the configurator. Use these fields to ensure that your users have the correct amount of freedom and restrictions when configuring different bundle products. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
- Configuration Type
- The Configuration Type field defines when users can access the Configure Products page
and whether they are required to configure certain options. Your configuration type also
determines the configuration events you can choose from.
- Allowed: Salesforce CPQ directs users to enter the configurator when they perform any of the selected configuration events. In the configurator, they can change their bundle or leave without making any changes.
- Required: Salesforce CPQ directs users to enter the configurator when they perform any of the selected configuration events. In the configurator, they can change their bundle or leave without making any changes. This value performs a different function if you’re configuring a nested bundle with a required configuration type. In this scenario, Salesforce CPQ displays a red vertical line next to the radio buttons or checkboxes of any required configurations that you have not yet entered. If you try to save in the configurator without configuring those options, you receive an error message.
- Disabled: Prevent the user from ever altering the bundle in the configurator. Salesforce CPQ instead uses this bundle’s default product option setup when you add it to a quote.
- Configuration Event
- The Configuration Event field defines how users can access the Configure Products page.
- Add: Salesforce CPQ shows Configure Products only when you add a bundle product to a quote. You can’t reconfigure the bundle from its quote line.
- Edit: Salesforce CPQ uses the bundle’s default layout and bypasses the configuration page when you add a product. Users can then open Configure Products by clicking Reconfigure on the quote line.
- Always: Salesforce CPQ shows Configure Products when you add a bundle product and when you click Reconfigure on its quote line. This process ensures that users are aware of the bundle’s configuration options when they add it to a quote and can change those options at any time.
- Disable Reconfiguration
- Prevent users from clicking Reconfigure on quote lines for this product within the Edit Lines page. Selecting this field overrides a Configuration Event field set to Edit or Always. Disabling reconfiguration is useful when you’re working with nested bundles. For example, you may want to require users to configure a server maintenance bundle when it is nested within an IT support bundle. However, you also want to prevent users from reconfiguring your server maintenance bundle when they add it as a standalone bundle. In this scenario, your server maintenance bundle has a required configuration type and disabled reconfiguration.
Example You’re setting up bundle products for several of your company’s laptop packages. Use
the Configuration Type field to provide an ideal buying experience based on the price and
options for each of your laptops.
- Your laptop bundle has a video card feature with options for no video card, a $500 video card, and a $1,000 video card. You sell primarily to enthusiast users who want the most powerful card, so the video card feature defaults to the $1,000 option. However, you want to make sure users interested in a cheaper card don’t accidentally skip past option selection and configure an expensive quote in error. Set your configuration event to Always so that users see the available video cards right away. They can also change their selection at any point during the quoting process.
- Your laptop’s memory feature contains options for 8 GB, 16 GB, and 32 GB. The bundle defaults to the 8-GB option, which is the cheapest, but your user can upgrade to more expensive options. You sell equal amounts of 8-GB, 16-GB, and 32-GB laptops, so you don’t have a specific type of customer that you want to prioritize. You can set your configuration event to Add, Edit, or Always.
- Your laptop has only one product option available for each feature. However, you still want to show the product options in the quote line editor so your users can quickly review the laptop’s specifications and price. In this case, set your configuration type to Disabled.
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