Salesforce CPQ Bundle Product

After completing this unit, you will be able to:

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

What is a bundle product?

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

How to create a bundle product?

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.

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:

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

9. Similarly, you can create these options:

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.

Related Articles

• Salesforce CPQ Account Based Contract Pricing
• Salesforce CPQ: Custom Actions
• Salesforce CPQ: Guided Selling

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