Salesforce CPQ Filter Product Rule For Dynamic Bundles

(Image attached on every single step)

A Filter Product Rule in Salesforce CPQ is a rule that dynamically filters which products are displayed or hidden during the product selection process based on specific criteria. For instance, if you want to Filter a List of Apple iPhones, you can go for filtering.

Steps

1. Create Products Rule
2. Create Parent Bundled Product
3. Create Features and Options
4. Create Product Rule
5. Create Product Action
6. Create Configuration Attribute

Step 1: Create Following Products in Salesforce

Product Name	Product Family	Subscription Term	Subscription Type	Subscription Price
Apple Arcade Subscription	Subscription	12	Renewable	Fixed Price
Apple Music Subscription	Subscription	12	Renewable	Fixed Price
Apple TV	Non Subscription
Apple Fitness+ Subscription	Subscription	12	Renewable	Fixed Price

Add Prices to the Products by adding to the Pricebook Entry

Name	Price
Apple Arcade Subscription	5
Apple Music Subscription	5
Apple TV	300
Apple Fitness+ Subscription	10

Product Bundle: “Apple Entertainment Package”

Step 2: Create the Bundle Product

• Product Name: Apple Entertainment Package
• Subscription Term: 12
• Subscription Type: Renewable
• Subscription Pricing: Fixed Price
• Option Selection Method: Dynamic (to allow dynamic filtering and selection of product options)
• Save the product.

Add to the Price Book

Go to Related Tab of Product > Select ‘Add Standard Price’

List Price: $30

Step 3: Add a Product Feature

• Click on: The Related tab of “Apple Entertainment Package” product.
• Add Product Feature:

Name: Entertainment & Fitness Subscriptions

Number: 10

Min Options: 1 (if at least one service must be selected. This is by default selected)

Configured SKU: Apple Entertainment Package

Option Selection Method: Dynamic

Number: 10

Save the product feature.

Step 4: Add Product Options

• Click on: Related tab > Product Options > New.
• Add the following product options:

Option 1:

• Product: Apple Arcade Subscription
• Feature: Entertainment & Fitness Subscriptions
• Quantity: 1
• Bundled: True (When sold in bundle Arcade Subscription should be given for free)
• Number: 10

Option 2:

• Product: Apple Music Subscription
• Feature: Entertainment & Fitness Subscriptions
• Quantity: 1
• Bundled: True
• Number: 20

Option 3:

• Product: Apple TV
• Feature: Entertainment & Fitness Subscriptions
• Quantity: 1
• Bundled: True
• Number: 30

Option 4:

• Product: Apple Fitness+ Subscription
• Feature: Entertainment & Fitness Subscriptions
• Quantity: 1
• Bundled: True
• Number: 40

Test the Changes

Create Quote

• Primary: True
• Opportunity: Select the relevant opportunity (I have created new for testing purposes)
• Account: Select the relevant opportunity (I have created new for testing purposes)

Go to Quote Line Editor by clicking on Edit Lines

Select Add Product

Select Apple Entertainment Package and click on Select

You will see that Bundle on Quote Line

Click on Wrench icon to Reconfigure Lines

Click on Add Option

You will notice it is showing all the product from the Salesforce

But we want only the Apple Products listed in the Filter. So for that go to next step.

Step 5: Create Filter Product Rule

To make the selection more dynamic, you can create a filter rule that ensures only subscription products are shown.

Click New

• Name: Apple Subscription Services Only
• Type: Filter
• Conditions Met: All
• Active: True
• Scope: Product (This Field applies field to entire quote or a particular product)
• Evaluation Event: Always
• Evaluation Order: 10
• Condition Met: All
• Save the rule.

Step 6: Create Filter Action for the Rule

• Rule: Subscription Services Only
• Type: Default Filter
• Filter Name: Product Code
• Operator: Equal
• Filter Value: Subscription
• Save the action.

Step 7: Add Configuration Rule

Configuration Rule Setup:

1. Go to The Product Rule “Apple Subscription Services Only.”
2. Click on Related tab.
3. Under Configuration Rules, click New.

Fill in the Configuration Rule Details:

• Product Rule: Apple Subscription Services Only (This is the rule you’ve created to filter Apple products).
• Product: Apple Entertainment Package (This is your bundle product where the rule needs to apply).
• Product Feature: Entertainment & Fitness Subscriptions (The feature within the bundle that you created to group the Apple Products / Services).
• Active: Check this box to activate the rule.

Output

Step 6: Test the Bundle Configuration

• Go to: Any Quote
• Add: Apple Entertainment Package
• Verify: The quote shows only the Apple products (Apple Arcade, Apple Music, Apple TV, Apple Fitness+).

Reference