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Manage Your Quotes with CPQ
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            Control When Sales Reps Can Configure Bundles

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            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)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. From the detail page for your bundle product, click Edit.
            2. Find the Configuration Event field and choose one of the following values.
              • Always: Salesforce CPQ opens the configurator when the sales rep adds the bundle product. The quote line item always displays the configuration link as well.
              • Add: Salesforce CPQ opens the configurator when the sales rep adds the bundle product. After initial configuration, the quote line item doesn’t display the configuration link.
              • Edit: Salesforce CPQ doesn’t open the configurator when the sales rep adds the bundle product. However, they can select the configuration link on the quote line. This value saves time if you have a bundle that always or frequently uses its default configuration.
             
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