Global Attributes - Salesforce CPQ

Hi All,

In my previous article, we saw how to setup configuration attributes for bundle product using in Salesforce CPQ.

Today we are going to see how can we configure attributes to show up on option products. This functionality can be achieved by creating Configuration Attribute with record type 'Global Attribute' in Salesforce CPQ.

Pre-Requisite:

  1. Enable Product Option Drawer

Please follow below mentioned steps to enable Product Option Drawer.

Setup -> Installed Packages -> Click Configure Link for Salesforce CPQ package -> Additional Setting -> Check Enable Product Option Drawer checkbox.

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Note: Make sure you have the Enable Product Option Drawer checkbox checked in Package Setting. If you don't check this checkbox, we will not be able to see attributes associated with Product Option.

Scenario:

We are selling a Mouse, Key Board and Light Pen as an option to the bundle product Laptop.

Mouse is available in different colors such as Black, White, Blue & Red.

We are going to utilize the same color field that we have created on Product Option & Quote Line in previous article.

Configuring Global Attributes:

Follow the below mentioned steps for configuring attributes for Product Option:

  • Go to all Tabs & click on 'Configuration Attribute'.
  • Click 'New' button.
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  • Select record type as 'Global Attribute' and click 'Next'.
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  • Provide an attribute name, select Target Field as Color__c & click 'Save'.
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Note: In my scenario its a field API name 'Color__c' which will different based on the field you have created.

  • Go to all Tabs & click on 'Attribute Set'.
  • Click 'New' button.
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  • Provide Attribute Set Name and click 'Save'.
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  • Go to Related tab & click 'New' button on Attribute Items related list.
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  • Select the 'Global Attribute' that we created, Provide Sequence & click 'Save'.
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  • Click 'New' button on Product Attribute Sets related list.
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Note: In case you wants to assign multiple attributes to a product option, create another record of Attribute items with other field that we wants to use as an attribute.

  • Select 'Product Option' with which we wants to assign this attribute, provide sequence & click 'Save'.
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Note: Here is the product option record that we just selected in above screenshot.

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Note: In case you wants to assign the same attribute set to multiple product option, create another record of Product Attribute Set with the other product option record.

Thats It, we are done with the setup.

Let's verify the configuration that we did.

Configuration Test

  • Use the existing quote that we have created in previous article.
  • Click 'Edit Lines' button.
  • Click 'Add Product' button and search for Laptop.
  • Select checkbox near Laptop & click 'Select' button.
  • On configuration page, We will be seeing following things:
  1. Four Attributes on Laptop those we created in previous article.
  2. One new attribute that we created as Global Attribute & assigned it to Mouse in this article.
  • Under 'Core' tab, we can see Right Arrow icon just after the Unit Price for Mouse.
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  • Click on 'Right Arrow' icon and you will be able to see the attribute that we assigned.
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  • Select attribute Color for Mouse & click 'Save'.
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  • On cart page, we will see the attribute Color that we have selected for Mouse.
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See it was more easy to setup attributes for product option?

I hope this will help you in setting up different attributes to your option products.

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 on this.

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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