Selection Rules in Nested Bundles

Selection rules can evaluate children, grandchildren, or parents of the option they initially target. Control this feature with three configuration rule fields.

• Parent Bundle Condition Level
  • 1: Conditions evaluate the parent of the product option that the configuration rule targets and all children of that parent. Siblings of the parent product aren’t evaluated.
  • None: Conditions evaluate children only. This is the default option.

• Child Bundle Condition Level
  • 1: Conditions evaluate the product option’s children and grandchildren.
  • None: Conditions evaluate children only. This is the default option.

• Child Bundle Action Level
  • 1: Actions can select, deselect, enable, disable, show, or hide the children and the grandchildren of the option this configuration rule targets.
  • None: Conditions evaluate children only. This is the default option.

Important Selection rules run immediately only for options on the same level as the option or attribute that prompted an Apply Immediately event. To apply your product rule to a different level, save the configuration of the product associated with your configuration rule.

Example

You sell a software suite with two training level options. Option 1 is basic training, which your bundle selects by default. Option 2 represents admin training. It’s a configurable option that lets users select from three admin training levels. Customers who select any admin training level don’t require basic training, so the selection rule removes Option 1 from the suite.

You can break down this suite into the following bundle layout.

• Parent Product: software suite
• Children: training types
• Grandchildren: admin training levels

If a user selects any of the admin training levels, Salesforce CPQ should deselect basic training. This setup means that your conditions test against the grandchildren, and the actions apply to the children. Create a selection rule with the following setup. The configuration rule targets the software suite.

• Child Bundle Condition Level: 1
• Parent Bundle Condition Level: None
• Child Bundle Action Level: None

If your software suite required selecting or deselecting license add-ons based on the selected training level, your conditions test against the children and apply the actions to the grandchildren.

• Child Bundle Condition Level: None
• Child Bundle Action Level: 1

The default functionality tests against children, so you don’t test any other levels. However, you need another level of consideration from the parent product, because your actions apply to its grandchildren.