Product Option Fields

Available in: All Salesforce CPQ Editions

Review the following fields when creating a product option.

Apply Immediately

Changes to this product option’s fields take effect immediately in the configurator. When this field is inactive, Salesforce CPQ doesn't apply changes until the sales rep saves the bundle or navigates to a different bundle level. We recommend enabling this field sparingly to avoid a slow user experience. To give sales reps the option to run edit rules on demand, you can also use the Apply Rules custom action. The Apply Rules custom action is a button that allows users to run edit rules when changing a bundle.

Apply Immediately Context

If Apply Immediately is active, Salesforce CPQ applies product option changes in the configurator based on this field’s values.

• Always: Salesforce CPQ applies new or changed fields after every field change.
• On Selection: Salesforce CPQ applies new or changed fields whenever one of the bundle’s product options is selected.
• On Quantity Change: Salesforce CPQ applies new or changed fields whenever the product option’s Quantity field changes.
• Null: Salesforce CPQ treats this field as if its value was On Selection.

If an Edit-type product rule evaluates a product option while this field is null, Salesforce CPQ treats its value as On Selection.

Bundled

Indicate that this product is bundled with a parent product. Bundled option prices are included in the bundle parent’s price, so they have a fixed quantity, can’t be discounted, and have a price of zero. Leave this field deselected if users manually add a price to their option.

Component Code & Component Code Position

The component code position is a placeholder value that you reference in the product’s configured code pattern. When the bundle appears in the quote line editor, Salesforce CPQ shows this code on the bundle parent quote line’s Package Product Code field. Package product codes are a useful way to quickly create SKUs for bundles with many possible configurations.

Component Description & Component Description Position

A bundle parent’s package product description shows the product options that a sales rep chose in the configurator. It references the product’s configured description pattern, which defines a template for the package product description appears. The product option’s component description represents how this product option appears in the package product description. We recommend making it the same as your product option’s Configured SKU. The package product description shows component descriptions if the component description position matches a value in the configured description pattern.

Configured SKU

A lookup to the product that includes this option. This field is completed automatically if you created this feature from the bundle product’s detail page.

Default Pricing Table

Determines whether quote lines for MDQ product options appear in the quote line editor’s Standard or Segmented pricing table.

Discount (%)

A percentage discount that applies to your configured SKU only when it’s part of a bundle.

Discount (Amt)

An amount-based discount that applies to your configured SKU only when it’s part of a bundle.

Discounted By Package

If the bundle parent has a percentage-based Additional Discount, Salesforce CPQ also applies it to quote lines generated from this product option.

Discount Schedule

Applies this discount schedule to quote lines generated from this product option. The discount schedule overrides discount schedules on the product or feature related to this product option. This field is useful when you have a product sold standalone or as part of a bundle and want unique discount schedules for each type of sale.

Existing Quantity

The total quantity of assets related to this product option.

Feature

The feature that includes this option. This process depends on the configured SKU.

Max Quantity

The maximum quantity that this product is allowed within its parent bundle.

Min Quantity

The minimum quantity that this product is allowed within its parent bundle.

Number

Determines how this product option is ordered relative to other product options in the parent product record’s related list.

Optional SKU

A lookup to the product that this option represents.

Percent of Total Scope

Selects the bundle parts covered by a Percent of Total product option.

• Package: Your percent of total product covers only the bundle parent.
• Components: Covers only other product options on the same level.
• Both: Covers the bundle parent, and other product options on the same level.
• Hierarchy: Covers the entire bundle configuration, including all parent and child bundles.

Quantity

The default quantity for this product option when a sales rep adds it to the quote. If this field is empty, sales reps can edit the product option’s quantity.

Quantity Editable

Allows sales reps to edit this product option’s quantity in the quote line editor if it already has a value in the Quantity field.

Quote Line Visibility

Hides this product option’s quote lines in quote documents, the quote line editor, or both. When this field’s value is Never or Document Only, quote lines created from the product option are numbered starting at 3000.

Renewal Product Option

When a sales rep renews a bundle containing the current product option, Salesforce CPQ replaces it with the product option record defined in this field.

Required

Make this product required on the bundle.

Selected

Select this product option as part of the bundle by default.

System

Sales reps can’t select or deselect this product option manually in the configurator. Only Salesforce CPQ system features and processes, such as product rules or process builders can change its selected status.

If a product feature’s Option Selection Method is set to Add, and either Selected or Required (or both) is selected, a product option where System is selected is added as an option and is available to be added again on the Add Options page in case the user wants to add more.

Type

Choose one of the following:

• Component: Salesforce CPQ multiplies this option's quantity by the quantity of the bundle parent. For example, a sales rep configures a server bundle product and adds a hard drive product option with a quantity of two. When they change the server bundle parent's quantity to two in the quote line editor, the child hard drive quote line changes its quantity to four.
  

  Note If this option is a percent of total (POT) subscription product, Salesforce doesn’t multiply the option's quantity by the quantity of the bundle parent. The quantity of POT subscription products is always the default quantity or the quantity set during configuration.
• Accessory: The option depends on the parent, but the quantity is independent. For example, when a user enters a quantity for the product option, it remains the same even if the quantity of the bundle changes.
• Related Product: The option is an independent product that can also be related to a bundle. Useful for cross-selling or upselling product options that users can add to the bundle while controlling the option’s quantity independently. Related Product options can’t be required.
  

  Warning If a required or bundled product option has a Type field of Related Product, Salesforce CPQ treats the product option like it’s a component. Its quantity is multiplied by the parent product’s quantity, and its quantity isn’teditable in the quote line editor.
• None: The option acts like a component when it’s part of a feature. If it’s not part of a feature, its quantity is independent and it’s not required on the bundle.

Unit Price

Overrides the price book’s price value for this product option.

Uplifted By Package

If this product option has a configured SKU with price dimensions, the resulting quote line inherits the Uplift or Uplift (Amt) value from the bundle parent’s quote line.