Visualize Conditional Cart Columns - Salesforce CPQ

Hello All,

Welcome again to my article, after a long time I am back with another small but very useful article.

Many time it happens that a company is selling its services/goods to other vendors which are in different business such as Apparel, Electronics, Agriculture etc.

With company selling its goods/services to different vendors, it is always possible that different vendors wants to see different set of fields on cart.

Today we are going to learn how can we configure this using Salesforce CPQ.

Use Case

A company is selling its services to two different vendors called Max Fashions and Sony Corporation.

Both the vendors have different types of product categories. Max Fashions is an Apparel brand where as Sony Corporation selling Laptop and deals in Electronics.

Fields visible for Max Fashions:

1. Product Name
2. Quantity
3. Size
4. Color
5. List Unit Price
6. Additional Discount
7. Net Total

Fields visible for Sony Corporation:

1. Product Name
2. Product Code
3. List Unit Price
4. Processor
5. Internal Memory
6. Storage
7. Color
8. Net Total

Now let's see, how we can configure this using Salesforce CPQ.

Configuration:

• Create a field set called 'Apparel_FieldSet' (The name can be any) and add fields which we wants to show.

• Create a field set called 'Electronics_FieldSet' (The name can be any) and add fields which we wants to show.

• Now create a formula field with API name 'EditLinesFieldSetName__c' on quote with following formula value:

CASE(TEXT(SBQQ__Account__r.Industry), 'Apparel', 'Apparel_FieldSet', 'Electronics', 'Electronics_FieldSet','SBQQ__LineEditor')

Note: The API name of the field must be 'EditLinesFieldSetName__c' where as Label can be any. If the API name is different, then things will not work.

Here in formula field, we are checking:

• if the industry of Account used on quote is 'Apparel' then we are returning values as 'Apparel_FieldSet'.
• if the industry is 'Electronics' then we are returning 'Electronics_FieldSet'.
• if the industry is not 'Apparel' or 'Electronics' then we are returning standard field set API Name called 'SBQQ__LineEditor'.

Note: It is necessary to use API names of the Field Set.

We are done with the configuration, now let's test the configuration.

Configuration Test for Max Fashion:

• Create an account for Max Fashion having industry as 'Apparel'.

• Create an opportunity for Max Fashion.
• Create a quote for the above opportunity. Add product called tees and select its attributes.
• When we go to cart, we will be able to see the fields those we have added to the field set called 'Apparel_FieldSet'.

Configuration Test for Sony Corporation:

• Create an account for Sony Corporation having industry as 'Electronics'.

• Create an opportunity for Sony Corporation.
• Create a quote for the above opportunity. Add product called Laptop and select its attributes.
• When we go to cart, we will be able to see the fields those we have added to the field set called 'Electronics_FieldSet'.

See, how easy it was to show conditional columns in quote line based on account's industry.

I hope these will help you configuring setup to show different fields based on different criteria on cart page in Salesforce CPQ.

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

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

Stay Tuned for next article/videos.

Thanks,

Mehul Parmar