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How to create a bundle for a quote. 

Setup --> Object Manager --> Choose Object --> Configure an object  

App Launcher==> Salesforce CPQ tile ==> Click Accounts in the navigation bar, then choose the All Accounts list view. 

Click Related Tab ==> Choose from Opportunities Tab ==> Related Quote ==> Edit Line ==> Add Products ==> Click Select ==> To Save.  When ever create Quote to bundle also create them. 

 

#Trailhead Challenges

1 commento
  1. 19 mag, 07:15

    Hi @Y HARINATH REDDY

    - Follow the steps 

     

    1. Go to Setup 

      Navigate to Setup and open Object Manager if you need to configure custom objects or fields.

    2. Create a Bundle Product 

      Open the Salesforce CPQ app from App Launcher.

    3. Create Parent Product 

      Go to Products tab and create a new Product. 

      Enable the checkbox:

      • Bundle = TRUE
    4. Create Child Products 

      Create all products that should be part of the bundle.

    5. Create Product Features 

      Open the Parent Bundle Product. 

      Under Related tab:

      • Create Product Features
      • Define feature name and number
    6. Add Product Options 

      Inside Product Feature:

      • Add Product Options
      • Select the child products
      • Mark Required if needed
    7. Create Quote 

      Go to: 

      Accounts → Opportunities → Quotes

    8. Edit Line and Add Products 

      Open Quote Line Editor:

      • Click Edit Lines
      • Click Add Products
      • Select the Bundle Product
      • Click Select
      • Configure bundle options
      • Click Save

    Whenever the bundle product is added to the Quote, all associated bundle options/products are automatically created in the quote lines.

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