Auto Include product using Product Rule - Salesforce CPQ

Hi All,

Welcome to my new article.

While shopping online, many time we have seen that when we add any product to our shopping cart, it automatically adds another product to cart.

Ever wondered how this got added automatically?

Today we will learn how can we do that using Salesforce CPQ.

Use Case

We are purchasing a laptop online, now while adding laptop to the shopping cart we wants to auto include warranty to the shopping cart at 10% price of laptop.

Now for the above scenario, we are going to need following things:

  1. Laptop product with few options
  2. Warranty product
  3. Product Rule to add Warranty automatically

We are starting directly with Product Rule setup considering products are being already setup.

Note: Kindly visit my previous articles to learn how products can be setup using Salesforce CPQ.

Steps to follow:

  • Go to all tabs & open Product Rule tab.
  • Click 'New' button.
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  • Select following details & click 'Save'.
  1. Product Rule Name - Any name you want to call your rule.
  2. Type: Selection. As we wants to auto include product, we will select Selection.
  3. Scope: Quote. As we wants to add only single warranty product at cart level, we are selecting scope as Quote.
  4. Evaluation Event: Always.
  5. Evaluation Order: 1
  6. Active: True
  7. Conditions Met: All
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  • Go to Related tab & click 'New' button on Error Condition related list.
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  • Provide following details & click 'Save'.
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Here we are checking if the the quote line which got added is laptop then we will go ahead and add Warranty to cart.

Note: Value LPTP provided in Filter Value field is the product code for Laptop product.

  • Go to Related tab & click 'New' button on Action related list.
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  • Provide following details & click 'Save'.
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Note: Make sure you check 'Required' checkbox when you select type as 'Add' in product action. If that is unchecked then Product Action will not be executed.

That is all, We are done with the necessary setup. now lets test the build.

Configuration Test

  • Create a new Quote.
  • Click 'Edit Lines'.
  • Click 'Add Product'.
  • Select 'Laptop' from Product Selection screen & click 'Select' button.
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Note: See that we have only selected Laptop & haven't selected Warranty product.

  • Select Product Options, Attributes & click 'Save'.
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  • On cart, along with Laptop, Mouse & Key Board, we can see another line for product 'Warranty' which got automatically added when added Laptop to cart.
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See how easy it was to setup a product selection rule to auto include product?

I hope it will be a good learning for you.

In my next article, I am going to cover Product Rule with Type 'Validation' to make few products mandatory while creating quotation.

Stay tuned for the next article

Kindly also subscribe to my youtube channel SFDC Learning to get learning from video tutorials.

Feel free to reach out if you have any questions/suggestions.

Thanks,

Mehul Parmar



Hello Everyone, I am working as Senior Consultant. I am using this channel as a platform to share the useful knowledge of Salesforce across community. Blogs related to Salesforce domain will be easily available on this channel using which one can improve his/her knowledge and learn more about the Salesforce domain.

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