Configurable Bundles in Salesforce CPQ

Control the Configuration Experience

Configuration Type and Configuration Event





Corresponding process sequence

If you have a nested bundle that sales reps have to configure, set the Configuration Type to Required. A red line appears next to the required bundle, much like the red line you see next to a required field.

Multiple bundle

Default view





Multiple Bundles View package level setting to Classic

Visualize Product Hierarchy

To make bundles easier to distinguish in the Quote Line Editor, set the Visualize Product Hierarchy package level setting to True.

Indents product names in quote lines that represent options

Keep Bundles Together

The Keep Bundles Together package level setting is enabled by default. It allows all products within a bundle to appear in a single group. Furthermore, the entire bundle will stay together when be moved into a different group.

about quote

One Quote to Rule Them All

However many quotes your opportunity contains, only one can be designated as primary, which means it has a special relationship with the opportunity. For example, the primary quote pushes the total quote amount into the Amount field on your opportunity. The Products related list also updates with the products from your quote. If you later make a different quote primary, your opportunity automatically updates to reflect the new details.

Product Rules

Validation Rules

Validation rules confirm that a quote’s product combinations or quote line field values match predetermined conditions

Selection Rules

Set up rules to automatically add, remove, hide, enable, or disable options in a bundle.

Filter Rules

Prefilter the products that are available to add to a bundle.

alert Rules

Guide and inform through messages during configuration or pricing.

Price Rules

Price rules help control quoting and optimize sales. Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote.

Price rules inject a static value, field value, or summary variable into a quote or quote line field. You can also set up price rules to target either the configurator or the calculator on the quote line editor. You can activate the price rules during quote creation by clicking Save or Calculate

Advanced Approval

With Salesforce CPQ, approvers can also set up email or Chatter notifications.

Smart Approval

If an approver or approval group has already approved a quote and it gets rejected in a higher tier, the same approver or approval group isn't required to reapprove when the quote is resubmitted. Salesforce CPQ remembers the sequence.

Requiring Approvals

Reps have complete visibility into what approvals they'll need to obtain as they work on their quotes, so there are no surprises when they submit for approval.

Delegated Approvers

Used for assigning an approver to take over for someone while they are out of the office.

Replacing Approvers

If a certain approver is no longer required to approve quotes, they can be replaced with clicks. This eliminates the need to delve into every single approval process the old approver was a part of to manually replace them.

Advanced Order Management

With AOM, you can split orders to create multiple orders from a single quote, letting you send products to multiple locations or at different times.

Fulfill Orders Faster

Seamlessly generate orders from quotes to quickly get products and services delivered to your customers.

Flexible for Evolving Customer Needs

Split quotes into multiple orders, manage future dated orders, and modify with point- and-click

360-Degree View of the Customer

Quickly generate contracts with all contract term, pricing, asset, and subscription details.

Connect to Back Office

Sync order details to ERP for order fulfillment.

CPQ Quote Calculation Stages

When an action causes a calculation, the Salesforce CPQ Advanced Quote Calculator runs through a series of steps to determine pricing for quote lines and quote.

When you perform an action that starts a calculation, the Salesforce CPQ advanced quote calculator performs these actions.

Loading and Initialization

1. Loads products and options
2. Loads lookup relationships
3. Retrieves formula field metadata
4. Executes price rules where the value in the Event field is On Initialization
5. Initializes plugins, if you have any
6. If the plugin was initialized, execute the plugin’s onInit() method
7. Updates related records in case the plugin or price rules sent new IDs

First Round of Calculations

1. Calculates formula fields on the quote lines
2. Calculates formula fields on the quote
3. Calculates formula fields on the quote line group
4. Executes price rules where the value in the Event field is Before Calculate
5. If you’re using a plugin, execute the plugin’s onBeforeCalculate() method
6. Updates related records in case the plugin or price rules sent new IDs

Second Round of Calculations

1. Calculates line quantities
2. If you’re using a plugin, execute the plugin’s onBeforePriceRules() method
3. Executes price rules where the value in the Event field is On Calculate
4. If you’re using a plugin, execute the plugin’s onAfterPriceRules() method
5. Updates related records in case the plugin or price rules sent new IDs
6. Ensures that any discount schedules injected by price rules have loaded properly
7. Indexes line item quantities according to schedule and group keys
8. If the quote contains a target amount, reset the quote’s discounts
   Resets quote and group totals

Third Round of Calculations

1. Calculates fixed items
2. Calculates dynamic items
3. Calculates totals
4. If the quote contains a target amount, apply discounts proportionally across the quote so that the quote reaches the target
5. Combines identical bundle components into one quote line
6. Executes price rules where the value in the Event field is After Calculate
7. If you’re using a plugin, execute the plugin’s onAfterCalculate() method
8. Updates related records in case the plugin or price rules sent new IDs

Final evaluations and Updates

1. evaluates quote line formula fields again
2. evaluates quote line group formula fields again
3. evaluates quote formula fields
4. Calculates totals for groups and the quote again, since line-level totals may have changed
5. Summarizes MDQ segments and related fields
6. Deletes plugin modules, if any
7. Updates related records in case the plugin or price rules sent new IDs

Notes:

1. To detect upserts of Quote Lines that will later be rolled back, you can examine SBQQ__Incomplete__c field, which is set to TRUE during the rolled-back transaction.
2. Salesforce CPQ prevents users from chaining multiple calculations within one transaction. This allows Salesforce CPQ to stay within Salesforce platform governance limits. Salesforce CPQ sets a flag the first time that CPQ triggers run for calculations that prevent the trigger from firing again. As a result, workflow rule and process builder updates to a calculating field don’t cause a second calculation.

Salesforce Installation

Salesforce CPQ Installation Permissions

1. Enable email deliverability to all users.
2. Enable Chatter.
3. Enable Orders.
4. Enable CRM content.
   If you want to use the Salesforce CPQ Advanced Calculator, authorize it in our installed packages configuration page.

Install Salesforce CPQ steps

https://help.salesforce.com/articleView?id=cpq_install_cpq_package.htm&type=5

Page Layout

CPQ Account Page Layout

Sections

Salesforce CPQ Information

Type, Industry, Annual Revenue, Employees, Ignore Parent Contracted Prices, Default Opportunity, Description

Address Information

Billing Address, Shipping Address

Renewal / Co-Term Information

Contract Co-Termination, Price Hold End, Co-Termination Event, Combine Co-Termed Contracts, Renewal Pricing Method, Preserve Bundle Structure, Renewal

Related Lists

Quotes

Quote Number, Net Amount, Status
Note: no New button

Contracts

Contract Number, Status, Contract Start Date, Contract End Date
Note: no New button

Contract Term

Contracted Prices, Contracted Price Number, Product, Price, Discount, Filter Field, Operator, Filter Value ,Non Discountable, Effective Date

Assets

Asset Name, Serial Number, Install Date, Quantity, Contact Name, Status, Competitor Asset,

Subscriptions

Subscription Number, Product, Quantity, Start Date,End Date, Renewed Date, Terminated Date
Note: no New button

CPQ Asset Page Layout

Sections

Asset Detail

Asset Name, Status, Product, Price, Account, Quantity, Contact, Purchase Date, Competitor Asset, Install Date, Serial Number, Usage End Date, Location, Quote Line, Description, Subscription, Quote Line