Browse Category: Salesforce CPQ (Steelbrick)

Bundles in Steelbrick CPQ

Steelbrick CPQ allows users to define bundles to be added to Quote. This proves very helpful as it saves time of adding every product individually.

For achieving this there are two objects in CPQ.

The first is Features. Features is basically definition of the bundle. Features can be added from related lists of Products. The product that has a feature becomes the master. So whenever the Master is added, the feature can be added.

Feature is just the name of the bundle, but actual contents of the bundle are stored in Options object.

Options can be added from related list of the Features record. Options are references to the products to be included in the bundle.

Apart from just adding the products in the Bundles, various configurations can be added like predefining the quantity and whether the Quantity can be edited while adding the products in the Quote or it has to be fixed, whether the Product is mandatory or not, whether the product has to be selected by default in the bundle etc.

Bundle proves to be one of the most useful feature of the CPQ.


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