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Manage Your Quotes with CPQ
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            Product Bundles

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            Product Bundles

            A bundle is a product with optional features or components that you want to include on a single quote line. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions
            Note
            Note

            To learn about product bundles in Salesforce CPQ:

            For a deep dive into product bundles, watch this video:

            A bundle product contains several records.

            • A bundle parent: The parent product is the bundle itself.
            • Options: These products in the bundle contribute to the bundle price. You can consider these children of the bundle parent. An option doesn’t contribute to the bundle price if you select its Bundled checkbox.
            • Features: A feature is a group of options. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as “pick one or more” or “pick 3 of 5.”
            • Option constraints: Use constraints to control how users select options together.
            • Configuration attribute: A field and picklist shown above or below the list of product options. This field targets all options containing the same field and applies its value to all those fields.

            First, choose a product to represent your parent, and at least one product to represent a bundle option. After you create your options, features, and constraints, associate them to the parent via related lists on the parent product record.

            Note
            Note Bundles can't contain both products with a subscription type of Evergreen and products with a subscription type of Renewable. Products with a subscription type of Evergreen/Renewable can't be bundled.
            Example
            Example

            Your company sells an IT Professional Pack containing a customizable laptop and related hardware. You structure the IT Professional Pack bundle this way.

            Parent: IT Professional Pack

            • Feature: Computers
              • Option: Business Laptop
              • Option: Laser Printer
            • Feature: Peripherals
              • Option: US Keyboard
              • Option: UK Keyboard
              • Option: Mouse
              • Option: HDMI Display
            • Feature: Printing
              • Option: Toner Cartridge
              • Option: Maintenance Kit
              • Option: Letter Paper
              • Option: A4 Paper
            • Feature: Networking
              • Option: Wireless Router
              • Option: Wireless Access Point
              • Option: Wireless Installation
            • Create a Bundle
              Configure a bundle product using a combination of options and features. (Salesforce CPQ Managed Package)
            • Add Bundle-Specific Field Sets
              Create field sets that display for only products in certain bundle products or product features. (Salesforce CPQ Managed Package)
            • Feature Guidelines
              A feature is a group of product options within a bundle. Use features if you want to organize options into set groups, such as hardware and software. (Salesforce CPQ Managed Package)
            • Product Options
              Product options are individual products that users can select from when configuring a bundle. (Salesforce CPQ Managed Package)
            • Constraint Guidelines
              Enable or disable a product option for selection relative to another product option. (Salesforce CPQ Managed Package)
            • Configuration Attribute Guidelines
              Use configuration attributes to set the value of multiple shared product option fields simultaneously. (Salesforce CPQ Managed Package)
            • Guidelines and Considerations for Using Nested Bundles
              A nested bundle lets users select from a subset of options within a single product option. (Salesforce CPQ Managed Package)
            • Unique Quote Line Codes Based on Bundle Configuration
              When your sales rep quotes a bundle product, Salesforce CPQ can assign that bundle’s quote line a unique package product code based on its configuration. You can define a template for the package product code that contains a combination of static text and variables. Your sales reps can then use each package product code as a SKU to quickly send configured bundle data to their orders team. (Salesforce CPQ Managed Package)
            • Show Bundle Components on the Quote Line
              The quote line’s Package Product Description field shows a list of selected product options and user-defined static text. Sales reps can use it to quickly reference the configuration of a quoted bundle product. (Salesforce CPQ Managed Package)

            See Also

             
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