You are here:
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)
Required Editions
| Available in: All CPQ Editions |
Review the following fields when creating a bundle feature.
- Category
- Assign a feature to a category if you want to group multiple features together under a single tab within the configurator.
- Configured SKU
- (Required) SKU Number of the bundle that includes this feature. This field populates automatically if you created this feature from the bundle product's detail page.
- Discount Schedule
- Lookup to a Discount Schedule that applies to all this feature's options. This value overrides any discount schedule defined on the product option's product record. However, it doesn't override a discount schedule on the product option record.
- Dynamic Option Lookup Field Set
- This field set lets you define fields that you can filter by in a dynamic feature and lets you define columns that return in the dynamic product lookup.
- The fields specified on this field set are available in the product selection page after you click Add Options under the dynamic feature. Define the field set specified in the Dynamic Option Lookup field set on the Product2 object, with the field set API name as the value.
- Fields in this field set don’t filter unless they’re in the field set. These fields must exist as product field sets, not product option field sets.
- Feature Name
- (Required) Provide a meaningful name for your feature
- Max Options
- Set the maximum number of options for this feature that can be selected as part of the product bundle
- Number
- (Required) Determine how this feature is ordered relative to other features in the parent product record's related list
- Option Selection Method
- Choose the way users can add products or options to the feature.
- Click: Checkboxes appear next to each option
- Add: Options don’t appear in the feature until the user selects Add Options and selects from available options on the Option Lookup.
- Dynamic: Users can add products from a separate page.
Important When you’re using features with the option selection method set to Dynamic, selected products aren’t considered product options by product or price rules, unless the Dynamic feature is the child of a product option. - (Required) Min Options
- Set the minimum number of options for this feature that must be part of the product bundle
Did this article solve your issue?
Let us know so we can improve!
