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Configuration Attribute Guidelines
Use configuration attributes to set the value of multiple shared product option fields simultaneously. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
Review the following fields when using configuration attributes.
- Apply Immediately
- Apply field value changes whenever a user changes the configuration attribute’s value. When deselected, Salesforce CPQ applies field changes when the user saves the bundle configuration.
- Apply to Product Options
- Apply the configuration attribute’s value to all matching fields in your bundle’s product options. When this field is not selected, Salesforce CPQ applies the value to only matching fields in the bundle parent.
- Auto-Select
- When sales reps add a product to this bundle from a dynamic feature, Salesforce CPQ evaluates whether the product contains a field that matches one of the feature's configuation attributes. If the two fields match, and the product's field contains a value, the configuration attribute inherits that value.
- Column Order
- If your bundle contains multiple configuration attributes, you can organize them into columns. Column 1 appears to the left side of the configurator, column 2 appears in the center of the configurator, and column 3 appears on the right side of the configurator. Use this field to assign your configuration attribute to a column.
- Feature
- If your bundle contains features, specify the feature where you want this configuration attribute to appear.
- Hidden
- Hide the configuration attribute from the configurator UI.
- Position
- Choose where your configuration attribute appears in the configurator.
- If this configuration attribute doesn’t have a feature, it can appear above or below the bundle’s product options.
- If this configuration attribute has a feature, it can appear above or below the product option within that feature.
- Required
- Specifies whether users need to choose a value for this field before saving their bundle configuration.
- Row Order
- If your bundle contains multiple configuration attributes, Salesforce CPQ can use this field’s value to determine their order. Attributes with higher Row Order values are shown first. If you don’t give this field a value, Salesforce CPQ order configuration attributes alphabetically.
- Target Field
- Lookup to the field that you want to change. This can be any field from any of your bundle’s product options.
You can have up to three configuration attributes in a row.
A configuration attribute:
- Applies its value to your bundle’s fields even if those values aren’t shown in your line editor field set.
- Inherits the type of the field it targets. For example, if you target a picklist, the configuration attribute appears as a picklist with all the targeted field’s values.
When you set a configuration attribute’s value, Salesforce CPQ applies it across all matching fields in your bundle. Salesforce CPQ then considers all configurator-scoped product rules and price rules with parameters that match the changed values.
Inherit Default Value
As of Salesforce CPQ Summer ’17, your configuration attributes can inherit their default values from a quote or quote group. Use this feature so you don’t have to re-enter certain field values while configuring a bundle.
The configuration attribute field Default Object targets a quote group. The Default Field field can contain the API name of any quote or quote group field. To avoid an error, make sure that your source field and the option field your configuration attribute targets are of the same field type.
Configuration Attribute
- Target Field: Location__c
- Required: Selected
- Row Order: 10
- Column Order: 1
- Position: Top
Configuration Attribute
- Target Field: Unit Price
- Required: Not selected
- Row Order: 20
- Column Order: 2
- Position: Top
Configuration Attribute
- Target Field: Discount (%)
- Required: Selected
- Row Order: 30
- Column Order: 3
- Position: Top
