Product Bundles With Salesforce CPQ

StoreConnect supports Salesforce CPQ for the purposes of bundling and selling products together. StoreConnect store operators can use this functionality to:

Salesforce CPQ

Salesforce CPQ & Billing is an optional package that can be installed into your Salesforce organization. Once installed, a new application is available within the organization called “Salesforce CPQ”, which allows administrators to configure the above functionality (and more). It encompasses a wide range of functions, but is implemented in StoreConnect mainly for the purposes of product bundling.

“CPQ” stands for Configure, Price, and Quote. It is mainly used by sales teams to generate customized and dynamic quotes for clients. Within StoreConnect sites that outcome is slightly shifted; the end result is a cart of products that your customer has chosen to purchase as a group, rather than a quote from a sales team to a prospective client.

To learn more about how CPQ works, complete this Trailhead course by Salesforce.

Permissions Required

You need to assign the Salesforce CPQ Partner User permission set as well as one Salesforce CPQ license to your StoreConnect synchronisation user for your StoreConnect store to be able to work with the CPQ objects.

Activation Within StoreConnect

You don’t have to do anything! Your StoreConnect site will detect the presence of the CPQ package in the organization that it is connected to, and the CPQ functionality will enable automatically.

Configuring a Bundle

Bundles are configured within the Salesforce CPQ interface as per normal CPQ idioms. Here are the key concepts that you will need to be familiar with:

Product Variants

Within StoreConnect, “product variants” represent slight differences of the same core product (variants, if you will). For example, a “Shirt” product might have three variant products: “Shirt - Small”, “Shirt - Medium” and “Shirt - Large”. For the purposes of configuring bundles, you don’t need to individually create Product Options for each variant. Simply create one for the master product and the variants will also be considered part of the bundle by virtue of the master product’s inclusion.

User Experience

With CPQ enabled and your bundles configured, the “Add to cart” button on the product page of the bundle’s lead product will change to “Configure as a bundle”. Once clicked, your customers will be walked through an interface prompting them to select all of the bundled products in turn. A final Summary screen will display the bundle to the user and remind them of any validations that need to be satisfied, before prompting them to click a single button to add the entire bundle to their cart. From that point on, they simply checkout the cart as per normal.

Quantity Validations

As mentioned above, as well as prompting your customers to purchase other products in a bundle, StoreConnect enforces the following rules that you can configure within Salesforce’s CPQ interface:

Pricing Methods

By default, the price of products when purchased within a bundle is the same as when purchased separately. However, that can be configured using CPQ’s “option pricing” and “block pricing” features.

Option Pricing

There are two types of pricing that can be achieved with option pricing:

If neither of these two options are set on the Product Option, then the product’s standard price book price is used by default (as it is outside of bundles).

Block Pricing

In Salesforce’s CPQ interface, you can optionally create associated “Block Price” records for a product. Each record has a lower bound, an upper bound, and a price. If a customer selects a quantity of a product that falls within the range of an associated Block Price record, then that price is used for the product’s line item on the cart.

For example, if there is a Block Price of $50 for quantities between 1 and 11, and the user selects the product with a quantity of 9, then the line item will have a total price of $50 once added to the cart.

Note that with Salesforce CPQ Block Prices the upper bound of this range is exclusive. In this example, the highest quantity that would receive the block price is 10. Think of the upper bound as “the maximum quantity that this range supports, plus one”. If you have multiple Block Price records, the lower bound of a record would always be the same as the upper bound of the preceding record.

Tip: Don’t forget to set the “Pricing Method” of the Product itself to “Block”, in order to activate Block Pricing. Again, that is set within Salesforce’s CPQ interface simply by editing the product record.

 

 
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