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Use Configuration Attributes and Selection Product Rules to Drive Product Option Selection: Part I

John Garvens · October 4, 2024 ·

Contents

  • 00:00 Introduction and Review of the Peanut Butter & Jelly Sandwich
  • 04:40 Capturing Gluten Allergy and Peanut Allergy as Configuration Attributes
  • 06:29 Creating Gluten-Free Bread and Almond Butter Using Clone with Related
  • 13:25 Capturing Configuration Inputs Using Configuration Attributes
  • 17:28 The Four-Step Process to Create and Use Configuration Attributes in Salesforce CPQ
  • 27:39 Understanding Configuration Attributes and Adding Field API Names to PIcklists
  • 32:08 Creating Configuration Attributes for the Peanut Butter & Jelly Sandwich Bundle
  • 37:22 Stop Putting Triggers and Flows on the Quote Line Object!
  • 38:25 Create a Selection Product Rule to Manage Product Options
  • 44:45 Associating Product Rules to Product Bundles with Configuration Rules
  • 46:15 Creating Conditions to Trigger Product Rules during Product Configuration
  • 50:50 I Made a Mistake, Troubleshot It, and Fixed It
  • 52:48 Creating Product Actions for a Product Rule to Hide, Remove, and Add Product Options
  • 55:15 Explaining and Testing Selection Product Rules Driven by Configuration Attributes

Resources

Configuration Attribute Guidelines

Product Rules

Selection Rules

Product Actions

Product Rule Guidelines

Office Hours Salesforce Revenue Cloud

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