Configurable Bundles in Salesforce CPQ

What is Bundles?

In Salesforce CPQ, a bundle refers to a group of products that are sold together as a package. This concept is particularly useful when certain products are often purchased together or when a main product requires additional components to function correctly.

Key Characteristics of Bundles:

1. Group of Products: A bundle includes multiple related products that are combined into a single package.

2. Simplifies the Sales Process: Bundles streamline quoting by allowing sales reps to add a pre-defined set of products to a quote, rather than selecting each item individually.

3. Ensures Compatibility: By grouping compatible products together, bundles reduce the risk of selling incompatible items.

4. Customization: Some bundles allow customization, enabling customers to choose specific options or features within the bundle.

Types of Bundles:

• Static Bundle: A fixed set of products that cannot be altered (e.g., a pre-configured computer system).

• Configurable Bundle: Allows customization of the bundle's contents, with certain limitations (e.g., a smartphone with optional accessories).

• Nested Bundle: A bundle that contains another bundle within it (e.g., a laptop bundle that includes a software bundle).

Example:

If you're selling a computer, a bundle might include the computer itself, a monitor, a keyboard, and a mouse. This bundle can be either static (no changes allowed) or configurable (where the customer can choose the monitor size or type of keyboard).

Adding Your First Bundle to a Quote in Salesforce CPQ

Working with bundles in Salesforce CPQ is straightforward, making it easy for sales reps to enhance their quotes with comprehensive product packages. While bundles are essentially products themselves, they offer more flexibility by allowing customization within the quote. Let’s walk through the process of adding a configurable bundle to a quote, using a practical example.

Scenario: Upgrading a Laptop for Edge Communications

Imagine your customer, Edge Communications, is looking for a high-performance laptop. At AW Computing, you have a configurable bundle for laptops that includes various upgrade options like processor speed, memory size, and storage type. Here’s how you can add and customize this bundle within a quote:

1. Navigate to Salesforce CPQ:

   • Open the App Launcher and click on the Salesforce CPQ tile.

2. Access the Account:

   • Click on the Accounts tab in the navigation bar and select the "All Accounts" list view.

   • Locate and click on "Edge Communications."

3. Find the Opportunity:

   • Go to the Related tab.

   • From the Opportunities related list, select the opportunity titled "Laptop for Front Office."

4. Open the Quote:

   • In the Quotes related list, click on the quote number (e.g., Q-00000).

   • Click on “Edit Lines” to modify the quote.

   Note: The first page load may take a few minutes, but subsequent loads will be faster.

5. Add the Bundle Product:

   • Click on “Add Products.”

   • Check the box next to the "15" Laptop" product.

   • Click “Select.”

6. Configure the Bundle:

   • The configuration page will display various options to upgrade the laptop.

   • Select the top-tier upgrades for Processor, Memory, and Storage to match your customer’s needs.

7. Save the Configuration:

   • Once you’ve chosen the upgrades, click “Save.”

   • The Quote Line Editor will now display the fully configured bundle, including the 15" Laptop, CPU 2.8GHz i7, RAM 16GB, and SSD 512GB.

8. Finalize the Quote:

   • Review the details in the Quote Line Editor and click “Save” to confirm the bundle in your quote.

Conculsion

By following these steps, you can quickly and efficiently add configurable bundles to your quotes in Salesforce CPQ. This not only streamlines the quoting process but also ensures that customers receive a tailored product solution that meets their specific needs.

In next Blog we will use how to Use Product Option for Bundles In Salesforce CPQ.