Several product fields let you customize how your bundle appears in the configurator
and how users move between product features. Use these fields to define a layout that makes your
bundle easy to navigate. (Salesforce CPQ Managed Package)
Required Editions
Available in: All Salesforce CPQ Editions
Option Layout
Choose how the Configure Products page groups your product features.
Sections: The Configure Products page shows all your product features on one
page.
Tabs: The Configure Products page shows a tab for each of your product features.
Users can navigate through the tabs in any order.
Wizard: The Configure Products page shows a tab for each of your product features
and arrow buttons at the bottom of the page. Users can move between features only by
clicking the forward arrow or back arrow. This setup is useful if you want to ensure
that users configure one feature before moving to the next feature.
Option Selection Method
Choose how Salesforce CPQ presents the product options for selection.
Click: The bundle shows the available product options within each product
feature.
Add: The bundle shows an Add Options link at the bottom of the product feature. When
users click Add Options, the Configure Products page shows a
new page with only the available product options for that feature. Users select the
product options they want to add or remove and then click Add
to return to the bundle configuration page. This method is useful for keeping your
main bundle configuration page short and organized if your features have many product
options.
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