Types of Bundles in Salesforce CPQ
Configurable Bundle:
A bundle where the user can select different options based on predefined choices.
Static Bundle:
A fixed bundle where all products or options are pre-determined and cannot be changed. The products in a static bundle are sold together as a single package without any modifications.
Dynamic Bundle:
A flexible bundle that changes based on specific requirements or conditions. The options within a dynamic bundle can be updated frequently to meet changing business needs or customer demands.
For example, T-Mobile might initially offer a bundle with International Plan, Unlimited Data Plan, and Device Protection.
By using a Dynamic Bundle, we can Easily add product options as business requirements change.
Today we are going to implement Dynamic Bundle.
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Implementing a Dynamic Bundle
To set up a dynamic bundle, we need to configure the Option Selection Method as Dynamic in the Feature. This ensures that the available options within the bundle will automatically adjust based on predefined rules or criteria.
Using a Filter Type Product Rule
Filter Type Product Rule: This rule is especially useful in a dynamic bundle because it allows you to apply filters to dynamically show or hide products based on specific conditions.
Use Case: Display ‘T-Mobile Services’ Options under T-Mobile Premium Service Bundle. Dynamically display the Options where Product Code Contains Services.
Step 1: Create the Bundle Product
Product Name: T-Mobile Premium Services
Product Code: TMP001
Active: Check this box to make the product active.
Click Save.
Step 2: Create Additional Products for the Bundle
1. Create a Product: T-Mobile International Calling
Product Name: T-Mobile International Calling
Product Code: TMIC001-Service
Active: Checked
Click Save.
2. Create a Product: T-Mobile Unlimited Data Plan
Product Name: T-Mobile Unlimited Data Plan
Product Code: TMUDP001-Service
Active: Checked
Click Save.
3. Create a Product: T-Mobile Device Protection
Product Name: T-Mobile Device Protection
Product Code: T-Device-Service
Active: Checked
Click Save.
4. Create a Product: T-Mobile One Time Activation Fee
Product Name: T-Mobile One Time Activation Fee
Product Code: T-Activation-Service
Product Type: Service
Active: Checked
Click Save.
Step 3: Add Product Features to the Bundle
Feature Name: T-Mobile Service
Min Options: 0 (No minimum number of options required)
Max Options: 3 (Maximum number of options to be selected)
Number: 10 (Determines the display order of this feature)
Option Selection Method: Dynamic (For using filter)
Click Save.
Step 5: Verify Your Bundle Product
There is 1 Feature and 0 options because we want to display Options dynamically for the Products where Product Code Field contains Service
Create Product Rule
Product Rule: Create Filter Product Rule
Product Rule Name: T-Mobile Filter Product Rule
Type: Filter
Scope: Product
Evaluation Event: Always
Error Condition
There will be no condition because when a new product will be added it will be dynamically added to the product.
Create Product Action
Default Filter:
A default filter is applied automatically when the filter condition is set up, and it will still be applied even if the filter condition is removed or deleted later.
Optional Filter:
An optional filter is only applied if the filter condition exists. If the filter condition is deleted or removed, the rule will no longer apply.
Here we will use Default Filter
Rule: T-Mobile Filter Product Rule
Type: Default Filter
Filter Field: Product Code
Operator: Contains
Filter Value: Service
Create Configuration Rule
As we have selected Scope as Product so we will define the configuration rule to assign product bundle.
Configuration Rule Setup:
Product: T-Mobile Premium Service (Bundled Product on which Configuration Rule will apply)
Product Rule: T-Mobile Filter Product Rule
Product Feature: T-Mobile Service (Under which Filter this will apply)
Test the Configuration
- Go to Quotes
- Click on Edit Quote Lines
- Add the Product “T-Mobile Premium Service”
- Select Wrench Icon
You will See “Add Option” under T-Mobile Service
Click on Add Option and You will see all the Options which have Product Code as Service though we did not add any Options under T-Mobile Premium Service Product but Still we can see the Options Dynamically.
This way if business needs change, we don’t need to keep adding Options every time under the Product. We need Filter because Org will have lot of products, and we don’t want to see all the products under Premium Service but only the once which meet specific requirement.
