Use of Product Fields - Part 1

Hello All,

I wish you Merry Christmas & Happy New Year. Welcome to my new article.

In my previously articles, we learnt how can we configure bundle structure, attributes etc using Salesforce CPQ. Today we are going to look at the use of several fields available on Product2 object.

Lets have a look at the use of each field:

• Hidden - If we want to hide any product on the generated document, then we can mark that product as Hidden.
• Exclude From Opportunity - While marking a quote primary, the product having Exclude From Opportunity checkbox checked will not be transferred to opportunity and an opportunity product will not be created for that product.
• Asset Conversion - This field controls how Asset gets created for a one time product.

If Asset Conversion = 'One per quote line', then it will create a single asset record with for that product when we contract the order.

If Asset Conversion = 'One per unit', then it will create asset based on the quantity of the order product. for Eg. if a product is having quantity as 10, it will create 10 assets for that product each having quantity as 1 when we contract the order.

• Quantity Editable - If checked, the quantity of this product is editable on cart, however the setup that we do on Product Option will override this setting.
• Component - This field controls the visibility of the product on Product Selection Screen. If checked the product will not be visible on the product selection screen.
• Optional - This field is used to make a product optional in the cart. If checked the product will not contribute its price to the grand total of the quote. The product won't be transferred to opportunity while marking quote primary.
• Block Pricing Field - This field store the field based on which we wants to price our product in blocks. By default the value for this field is set to 'Quantity'. If we wants to price our product based on some other numeric field, we can add the API name of that field from Quote Line to this field and select that field on the product.
• Configuration Type - This field controls the bundle configuration behaviour. it contains following values:

Required: When set we will always go to bundle configuration page when we select any bundle product in product selection screen. You can not bypass this.

Allowed: When set, Whether to go on bundle configuration page or directly to cart can be determined via Configuration Event field that we are going to see next.

Disabled: When set, we will be redirected to cart directly when we select the product.

• Configuration Event - This field is also used to control the bundle configuration behaviour and acts as dependent field of Configuration Type. It contains following values:

Always: If set, the bundle configuration screen will always be shown when we add product from product selection screen. If we have Configuration Type ='Required' then we will see only this value in Configuration Event field.

Add: If set, the bundle configuration screen will only be shown while adding a product from product selection screen. We will not be able to reconfigure the bundle from cart page if the Configuration Event is set to 'Add'.

Edit: If set, the bundle configuration screen will only be shown while reconfiguring a product from cart. We will not be able to see the bundle configuration page when we add a product from product selection screen.

Note: Following is the dependencies of Configuration Type & Configuration Event field values:

• Disable Reconfiguration - This is another way we can disable the reconfiguration of any particular product from cart. if checked we will not be able to see reconfigure icon on cart line for this product.
• Option Layout - This controls the way the features appears on the bundle configuration screen. We can select any of the following value.

Section: If selected, all the features will be shown one after another vertically.

Tab: If selected, all the features will be shown as a tabs and will be aligned horizontally.

Wizard: If selected, all the features will be shown in a wizard view and will have Previous & Next button to navigate from one feature to another feature.

• Option Selection Method- This controls the behaviour of how the options can be added to cart under the bundle. Following are the values available for this field

Click: If selected, all the products will be visible in a feature and each having a checkbox which can used to select the product.

Note: This is a better option when we have a limited set of options available under a feature.

Add: If selected, only a button will appear in feature called 'Add Options'. when we click that button, a dialog will open up and show all the option products to select from.

Note: This is better option when we have a large number of product options available and we would like to avoid scrolling a lot.

This way we can use fields to control the product's behaviour on cart, catalog, bundle configuration screen and even document generation.

I hope these will help you setting up your products more meaningfully.

Please reach out to me if you have any Feedback/Query/Suggestions.

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Stay Tuned for next article/videos.

Thanks,

Mehul Parmar