Now that we’ve keyed in all of our options in Salesforce CPQ, we can click on view all to see all 10 of our potions. If we sort them by feature, we can quickly see that all four of the minor potions have been included. These prices are bundled, and we have our special potions as well as our standard potions. Let’s go ahead and add this to a quote and see what our bundle looks like.
I’m going to choose quote 17, the one that we made earlier in the previous Salesforce CPQ tutorial, and I’ll go to edit lines so that I can start to configure this. I’ll click on add products and then choose our canvas backpack. As soon as I hit select, I’m going to be required to configure this backpack bundle. I can choose no more than three of the following or under the minor or standard potions, and I can choose no more than two of the following under special.
So let’s say I wanted to choose a quantity of 3 for this particular potion inside of Salesforce CPQ. If I click on save, this is going to tell me that I’ve exceeded the maximum quantity. So, for this one, I’ll go ahead and reset the quantity here to 1. Right now, we don’t have any additional configuration to tell us not to choose more than 3 if they cross different areas.
But within any particular area, we do have the logic set at the product option and feature level as part of Salesforce Revenue Cloud. So we’ll go ahead and just choose three of these potions and save. In bundles level 2, we’re going to talk about how to restrict these so that you can’t choose more than 3.
Even though some of the potions may mix and match, we’re going to do that with a configuration rule that links to a product rule. We’re also going to be talking about how to make sure that the special potions are sold together. With Salesforce Revenue Cloud Consulting you may find many situations where you need to make product rules like these.
Because right now, technically you can choose one or the other, but that’s not what we want in the future.
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Note: The information in this blog post is still applicable to Salesforce CPQ; however, as of Q1 2025, Salesforce CPQ has been officially deemed End of Sale and Salesforce’s new lifecycle management product has been rebranded to Revenue Cloud (previously named RLM). To view the timeline of CPQ and Revenue Cloud history, click here.
If you’d like to know more regarding the differences between Salesforce CPQ and Salesforce’s new offering, Revenue Cloud (RLM), please click here.
