Salesforce CPQ Bundle Product - Salesforce cpq Tutorial | Phenoble Software

1. What is a Bundle Product? 2. How to create a Bundle Product?

A bundle product is a grouping of multiple individual products or services that are sold together as a single package.

1. For creating a bundle product, search product in the App Launcher and select Products.

2. Click on the New button and fill these fields:

3. Now click on the Related tab, then go to Price Books, click on Add Standard Price, fill out all the fields like this, and click Save.

4. Click on the Product tab and create these products in the below table, but in these products, Configuration Type and Configuration Event are None.

#	Product Name	Product Code	Active	Standard Price Book
1	RAM 8GB	RAM8GB	True	400
2	RAM 16GB	RAM16GB	True	800
3	SSD 1TB	SSD1TB	True	2000
4	SSD 512GB	SSD512GB	True	1000
5	CPU 2.8GHz i7	CPU2.8	True	5000
6	CPU 3.4GHz i7	CPU3.4	True	8000

After creating all products, make sure that the price book for all products is active.

5. Now click on the Computer product and go to the Related tab, find Features, and click New.

6. Fill these fields:

7. Similarly, you can create these features:

#	Feature Name	Number	Option Selection Method
1	Storage	20	Click
2	Processor	30	Click

8. Now, in Options click New and fill these fields:

9. Similarly, you can create these options:

#	Optional SKU	Number	Feature	Quantity	Quantity Editable
1	RAM 16GB	20	Memory	1	True
2	SSD 1TB	30	Storage	1	True
3	SSD 512GB	40	Storage	1	True
4	CPU 2.8GHz i7	50	Processor	1	True
5	CPU 3.4GHz i7	60	Processor	1	True

Now, that our bundle product is created, let's check it out in the quote line editor.

10. Search quotes in the app launcher and select it, Now click on New and Save it without filling any fields.

11. Let's click on the down arrow and select Edit Lines.

12. Click Add Products and select the computer product.

13. Select the required products from the bundle and click Save.