Salesforce CPQ Pt 4: Configure Bundles & Product Rules

[@parvathythampy]

its quite simple and easy to follow and thank you for sharing these insights

[@ITequality]

I am happy to hear that! Thank you so much for the feedback, and if you ever need any additional insight I hope our other content can help as well! :)

[@shoumyarien]

Thanks for the detailed video. Its nice to know about CPQ. :)

[@ITequality]

Im glad you enjoy the video! Feel free to check out our website for more information! www.ITequality.com

[@LadyKKZ]

@ITequality - thank you so much for these great videos. They are very helpful. We have a situation where we have product XYX that does not autosuggest when users start typing in the product name. Is there a way to add a filter to suggest product XYZ so users are not selecting the wrong product? Or is there a way to get it to autosuggest. I'm not sure why it never pops up so users have to expand the rows and manually look for the line item and then check it. Thank you!

[@DanniDeezy402]

Thanks soooooo much for your help and these vids. I have a very specific question regarding salesforce cpq that I'm hoping you can also help with.. or maybe you already have a vid on. My question is in regards to meeting a specific requirement revolving around the "cart page". Do you know if one is able to set up some sort of 'catalog' like structure in the "Edit Lines" page. (the first page when a user clicks on 'Edit Lines' from the Quote) In essence, when a user enters/clicks on the "Edit Lines" page, he/she is brought to the product selection page with a list of 'categories' one can drill into further to select products. (and not a full list of all available products) I understand one is able to set up Favorites, as well as additional 'Custom Actions' and 'Search Filters' on the "Edit Lines" page. But is one able to set up some sort of structure. I feel like I've seen this done before and have been going through countless videos in search of it, but no luck. Your help is much appreciated!

[@ITequality]

Yes, in the CPQ Managed Package settings, under 'configure' if you go to the Additional Settings tab, the field for "Product Results Group Field Name" will let you group these together in the product selection screen. Other than that, you can make "Groups" for your quotes, or you can leverage bundles. Best of luck!

[@DanniDeezy402]

@@ITequality Awesome, thank you so much! I've been searching around for so long and was guessing it was a simple configuration. So happy for you & your vids!

[@NirbhayKachhwaya]

Hey @itequality, Is it possible to automatically add a bundle on selection of another bundle? Cross Selection rule?

[@hannaleen5281]

I appreciate your videos. I am setting up CPQ and bundling products. I selected a Lead Product, I added other products as Options, and then I created Features for the Options. However, when I add the bundle to the Quote, it is adding it as if it is a single product and does not prompt me to configure the Options/Features. Can you let me know what I'm doing wrong? Essentially, I need to get to where you start this video... with the bundle on the quote and the Options/Features showing. Thanks!

[@ITequality]

The parent product will have specific configuration settings (ask me for the setting in person cause I forgot) If you specify this it should prompt you. Also, you can always email [e-mail] should you be interested in hiring our services

[@muralivanama9566]

I can able to create my products but not able to add them into any of the quote / opportunity. And when I try to add products in quote, showing default products only not mine. Do I need to change any objects, please guide me

[@zakirhossain007]

Thanks for your video.. Seems you are not well prepared thats why sometimes you got confused, so it would be great to Prepare with some use cases first then make another video for same topics.. Thanks.

[@ITequality]

Thank you for your feedback, I understand this is a very casual video. It's an amazing learning experience.

[@satishbhor6976]

Thanks for this video, I have 1 query. Actually I created bundle product with yearly price dimension and trying to add product rule as you said. but that rule is not applied on that bundle. where as one I tried to apply the rule on product bundle without yearly price dimension then their this rule is work. can you please explain why this thing is happened.

[@ITequality]

Unfortunately, bundles are not compatible with MDQ products. I believe this is why the product rule is not working. My apologies for causing any confusion, I was learning on the fly with this video.