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
- Follow the steps
- Go to Setup Navigate to Setup and open Object Manager if you need to configure custom objects or fields.
- Create a Bundle Product Open the Salesforce CPQ app from App Launcher.
- Create Parent Product Go to Products tab and create a new Product. Enable the checkbox:
- Bundle = TRUE
- Create Child Products Create all products that should be part of the bundle.
- Create Product Features Open the Parent Bundle Product. Under Related tab:
- Create Product Features
- Define feature name and number
- Add Product Options Inside Product Feature:
- Add Product Options
- Select the child products
- Mark Required if needed
- Create Quote Go to: Accounts → Opportunities → Quotes
- 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.