{"id":7751,"date":"2023-12-15T05:18:20","date_gmt":"2023-12-15T05:18:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7751"},"modified":"2023-12-15T05:18:20","modified_gmt":"2023-12-15T05:18:20","slug":"how-to-create-product-features-and-options-in-salesforce-cpq","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/12\/15\/how-to-create-product-features-and-options-in-salesforce-cpq\/","title":{"rendered":"How to create product features and options in Salesforce CPQ"},"content":{"rendered":"\n<p>In this blog, we are going to discuss about \u201c<strong>How to create product features and options in Salesforce CPQ<\/strong>&#8220;. In this blog we will cover the process of establishing features and options for your products options, in this context, refer to the individual items included within a product bundle. A Bundle can have multiple features and features can have multiple options.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><em>Let&#8217;s explore the <em>process of create product features and options in Salesforce CPQ<\/em><\/em><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>To begin, we will initiate the creation of a product bundle. It&#8217;s important to note that a bundle set has already been established.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/1.-Product-Bundle.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/1.-Product-Bundle.png\" alt=\"Product Bundle\"><\/a><\/center>\n<font size=\"2\"><center><i>Product Bundle<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to the \u201c<strong>Related Tab\u201d <\/strong>where you can see the \u201c<strong>Features\u201d<\/strong> and \u201c<strong>Options\u201d<\/strong> present.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/2.-Related-Tab.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/2.-Related-Tab.png\" alt=\"Related Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>Related Tab<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on Feature \u201c<strong>New<\/strong>\u201d Button and fill the details.<\/li><\/ul>\n\n\n\n<p>Now, we will include the features within the pre-existing bundle that has been created and create product features and options in Salesforce CPQ.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/3.-Feature.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/3.-Feature.png\" alt=\"Feature\"><\/a><\/center>\n<font size=\"2\"><center><i>Feature<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>Note:<\/strong> You have the flexibility to create additional features as needed.<\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>In this instance, I&#8217;ve generated a feature with the color &#8220;<strong>Red<\/strong>&#8220;. If you observe the &#8220;<strong>Configured SKU<\/strong>&#8221; field, you&#8217;ll notice that it has automatically incorporated the value we established within the corresponding product bundle set.<\/li><li>To create an &#8220;<strong>Options<\/strong>&#8220;, simply click on the &#8220;<strong>New<\/strong>&#8221; button within the Options section, and proceed to fill in the required details.<\/li><\/ul>\n\n\n\n<center><a target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/12\/4.-Options.png\" alt=\"create product features and options in Salesforce CPQ\"><\/a><\/center>\n<font size=\"2\"><center><i>Options<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>During the Options creation process, make sure to select the previously created Feature, which is &#8220;<strong>Red<\/strong>&#8220;.<\/li><li>The &#8220;<strong>Optional SKU<\/strong>&#8221; field corresponds to a product I&#8217;ve already set up, called &#8220;<strong>iPhone 11 Red<\/strong>&#8220;.This product has been included in the bundle set named &#8220;<strong>Apple bundle Set<\/strong>&#8220;, characterized by the color red and the option being &#8220;iPhone 11 Red&#8221;.<\/li><\/ul>\n\n\n\n<p>By following the above blog instructions, you will be able to learn <strong><em>\u201cHow to create product features and options in Salesforce CPQ.\u201c<\/em><\/strong> <\/p>\n\n\n\n<p>More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce\/salesforce-erp-integration-greytrix\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/salesforce\/salesforce-erp-integration-greytrix\/\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/04\/28\/how-to-upload-logo-in-salesforce-cpq-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Upload Logo in Salesforce CPQ Template<\/a>.<\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/06\/27\/how-to-create-an-email-as-a-quick-action-in-lightning-web-component\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create an Email as a Quick Action in Lightning Web Component<\/a>.<\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/03\/25\/duplicate-data-management-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Duplicate Data Management in Salesforce<\/a>.<\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/10\/19\/enable-lightning-experience-on-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Enable Lightning Experience on Salesforce<\/a>.<\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we are going to discuss about \u201cHow to create product features and options in Salesforce CPQ&#8220;. In this blog we will cover the process of establishing features and options for your products options, in this context, refer to the individual items included within a product bundle. A Bundle can have multiple features\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/12\/15\/how-to-create-product-features-and-options-in-salesforce-cpq\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1532,1531,1442,1506,1481,774,123,1530,1535,1534,291,1533,367,1432,1505,1436,677,1507],"class_list":["post-7751","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-bundle-set","tag-bundles","tag-cpq","tag-cpq-configuration","tag-demo-cpq","tag-edit-assignment","tag-features","tag-options","tag-pricing-strategies","tag-product-attributes","tag-quote","tag-quote-line-items","tag-salesforce","tag-salesforce-cpq","tag-salesforce-cpq-configuration","tag-salesforce-cpq-quote","tag-salesforce-lightning","tag-sf-cpq-configuration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7751","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=7751"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7751\/revisions"}],"predecessor-version":[{"id":7807,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7751\/revisions\/7807"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7751"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7751"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}