My scenario is this. I have a product bundle that is made up of three child product, the user can only select one of three when choosing this product. I know you can select one as a default within the bundle but is there a way you can change which product is selected by default based on the industry?
1 answer
Hi Alastair. Yes, you have two choices. For both, pass the value to the Quote (typically a cross object formula from the account). From there, you can do either of the following:
- Set up a table to handle your acceptable permutations within a custom table and apply the requirements via Product Rule (https://help.salesforce.com/articleView?id=cpq_lq_product_rules.htm&type=5)
- Write individual Product Rules (https://help.salesforce.com/articleView?id=cpq_selection_rules.htm&type=5) per Industry which "Add" (Product Action) the Product Option you want default selected, and "Remove" (which just means un-select) the options you don't want defaulted for that industry.
