Hello, welcome to Salesforce CPQ bundles level three. We’re going to get into some of the hard stuff. And today we’re talking about enabling product option drawers in Revenue Cloud. This can be done for functional reasons, such as when you’re trying to enable global attributes, which we’ll go through in the next video. Or this could be done for UI purposes, as you’ll see as we move on.
Alright, so let’s jump in. The first thing we need to do is to go to the managed package settings like we have in previous videos. Once you configure inside of your Salesforce CPQ package, you can choose to enable product option drawers. When you first enable this, if you don’t see it working right away, just stay with me and I’ll show you there’s a little more to do in addition to checking this box.
So here’s an example where we’re in a quote and the item drawer has been enabled. This is what it looks like – a little triangle. One of my favorite sayings is that the secret to Salesforce CPQ and Revenue Cloud is behind the tiny triangles. So if you ever see a small triangle, always click it. Always, always, always click the triangles – this will really help with Salesforce Revenue Cloud Consulting.
And this is one example of a drawer. This drawer in particular is being used to hold a global configuration attribute. So by enabling the drawers, it enables you to have this feature right here inside of your bundles. So let’s go ahead and we’ll check our box. We’ll assign our class for this potion.
We’re going to say we’re going to have three of these. And the size of the backpack is going to be for a giant, so we’re going to have a really large backpack. When I go ahead and save this, we can see over here that we have additional drawers. So here are the drawers again in Salesforce CPQ. So if I click on this top one, it’ll expand all of the drawers for all of the lines.
And you can see because of the configuration attribute, we have the class that’s been assigned from the previous page, and we have the size assigned from the previous page. We also have a lot of extra details like the package total and in some cases, we have class down here for the potion, but we have size over here for the backpack.
Sometimes when you have fields like this, where the field for class is relevant to potion, but the field for size is relevant to backpack, you don’t necessarily want to clutter up all of your columns across the top of the screen here. By having size and class and all those details. So it’s nice to just tuck away those extra fields in an item drawer.
However, even though you’ve enabled item drawers, if this is something that you don’t want, you’d rather have it be one of the columns up here. You can absolutely do that. Salesforce Revenue Cloud Consulting the client may ask for different user interfaces. And the way that we’ll move where the columns show up is by going to the quote line. Then to field sets, and then we’ll click on the standard item drawer. And if you don’t have any fields in here, as we’re going to do right now, just remove these, we’ll give it a save, and then I’m going to go ahead and go back to this quote.
We’ll just save this page. And now that I’ve changed that field set for the line item drawer, when I go back to edit lines on the same quote in Salesforce CPQ, the drawer drop downs over here are going to be gone. But don’t worry if I need to reconfigure this backpack because drawers are still enabled. I still have it available for other things like our global attributes.
I hope that helps you with configuring item drawers and better understanding what they are. If you’ve enjoyed this tutorial, please like and subscribe and if you’d like to learn more about this or any other Salesforce CPQ, Revenue Cloud, or Salesforce Revenue Cloud Consulting items – you can work with us. Thank you so much!
