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Product Option Configuration Fields in Salesforce CPQ, Improving Bundle Configuration UX

John Garvens · February 16, 2024 ·

Contents

  • 00:00 How does the Number field on product feature and product option records work?
  • 04:28 How should I order product features and product options?
  • 07:31 How do the Min Quantity and Max Quantity fields on product options work?
  • 09:31 Configuring Min Quantity and Max Quantity for the peanut butter and jelly sandwich
  • 13:36 Testing peanut butter and jelly sandwich quantity configurations
  • 17:19 Adding new products for PB&J club memberships and support
  • 21:28 Configuring subscription products in Salesforce CPQ
  • 25:33 Creating a product feature for new subscription products
  • 29:41 Creating product options for the new subscription products
  • 33:25 Troubleshooting a “CPQ nuance” related to product option auto-selection
  • 35:08 Pre-selecting product options to simplify product configuration
  • 39:48 Determining which product options should and should not be pre-selected
  • 43:12 Optimizing bundle configuration to create a better user experience

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