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Manage Your Quotes with CPQ
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          Manage Your Bundles in the Configurator

          Manage Your Bundles in the Configurator

          Use the configurator to add or remove options from your bundle products. The configurator displays your bundle features and the options available within each feature. Based on certain product fields, you can enter the configurator when you add a bundle product or click Reconfigure Bundle on a bundle product quote line. (Salesforce CPQ Managed Package)

          Required Editions

          Available in: All Salesforce CPQ Editions
          • Control When Sales Reps Can Configure Bundles
            Change a product’s configuration event to control when Salesforce CPQ allows sales reps to configure a bundle. (Salesforce CPQ Managed Package)
          • Choose When Sales Reps Can Configure Bundles
            Change a bundle product’s Configuration Type field to control when sales reps are required to configure a bundle. (Salesforce CPQ Managed Package)
          • 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)
          • Bundle Layout and Navigation
            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)
          • Enable Large Configurations
            If Salesforce CPQ hits Salesforce governor limits while configuring a large bundle, it times out and aborts the configuration process. Enable large configurations in Salesforce CPQ package settings or individual products to decrease the likelihood of hitting governor limits when your sales reps configure a large bundle. (Salesforce CPQ Managed Package)
           
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