Configuration Attributes

by Community Manager on ‎07-17-2015 11:01 AM - edited on ‎04-07-2017 05:20 PM by Community Manager

OVERVIEW

A Configuration Attribute is a field located above or below the Product Option list in the Configurator. This picklist allows you to set the value of a field shared by one or more Product Options on a selected Bundle - For example, you could adjust the Location or Discount % of all Product Options in a Bundle from within the Configurator.

 

KEY CONCEPTS & DEFINITIONS

Users should be familiar with the following Salesforce CPQ features:

 

SCENARIOS

This feature allows reduces time spent in the Configurator by allowing the values of multiple Product Options to be adjusted all at once, rather than individually.

 

SETUP 

Select an attribute record's Configuration Attribute checkbox field to map that attribute value to quote lines that are product options of the related bundle.

 

Admins should be familiar with creating custom fields and modifying picklist values.

 

PROCEDURES

 

USE CASES

Set Quote Line Quantity Using a Configuration Attribute

Admins can use Configuration Attributes to let users set laptop memory quantity based on the total memory required. For example, if a Quote contains C-MEM-16GB on a quote line, a Configuration Attribute can automatically adjust its quantity to 16 for 256GB total memory. 

  1. Create a Price Rule.
  2. Create a formula on the Quote Line that calculates the quantity for C-MEM-16GB based on the value of the Attribute on the Price Rule.
  3. Create a price that injects the calculated value into the Quote Line where the Product Code equals  {RAM SKU Code}

 

Note: Legacy functionality is supported; you can still use comma separated lists of API names on a field in the Product object.

Tip: The nested bundle will inherit the configuration attributes from the parent. For example, If you have created a selection rule for an Option based on a configuration attribute on a parent bundle, it will only show the option as being pre-selected when you Save the configuration. It is not immediately applied.

Tip: Use configuration attributes in product rules to drive the configuration process.

 

RELATED ARTICLES

Configuration Attribute Layouts

Comments
by stever
on ‎12-16-2015 01:10 AM

Is there a limit to the number of config attributes? I can only get 3 displayed at the top of a page.

by Community Manager
on ‎12-17-2015 08:05 PM

@stever You will need to add your other attributes to different rows using the Row and Column order.  By default, you can only have three columns across, but you can have as many rows as you'd like.  

by nmontchery
on ‎02-18-2016 10:44 AM

@tpastorino is it possible to use a lookup field in a configuration attribute?

 

I did create the exact same lookup field on the objects product, product option & quote line but so far the field is displayed empty / not selectable. 

by ob
on ‎03-07-2016 11:13 AM

Can Configuration Attributes be added to a product that is not a bundle?

by Community Manager
on ‎03-07-2016 11:28 AM

@ob Yes they can.

by ckamin
on ‎07-15-2016 01:41 AM

How can you automatically set the value of a Configuration Attribute based on the value of the same field on the Opportunity (or Quote, if I need to pass it through from Opp-->Quote using a Custom Setting or Field Update, etc.)?

by Community Manager
on ‎07-15-2016 09:34 AM

im confused why a config attribute is needed.  you can just inject your quote or opp field into the quote line field you want

by ckamin
on ‎07-22-2016 11:53 AM

I was also looking for a way to make it bi-directional so that the value could be updated on the Configurator and passed back to the Quote/Opportunity records. But I just skipped it.

by ksherwin
‎07-22-2016 12:37 PM - edited ‎11-08-2016 04:02 PM

Hi,

 

I created sections for my configuration attributes, such as section with Headers for dropdowns separate from a section for checkboxes. Config_Headers.png

by ksherwin
on ‎08-04-2016 04:27 PM

I created Feature Sections which solves the issue above. 

by GeorgeAyub
on ‎09-29-2016 03:37 PM

Can you have a  help message just like we can have a "?" next to salesforce fields if users are confused about what the attribute is.

by ckamin
on ‎09-30-2016 04:14 AM

@GeorgeAyub, the only way I can think of to sort of accomplish what you're asking is to create a formula field (text) that contains your message and create it as a Configuration Attribute itself to display next to your existing ones. It's not help text, and it won't display in a hover, but it accomplishes the main goal of guiding the user.

by ScottGrabo
on ‎10-31-2016 12:18 PM

@ckamin I've attempted to do exactly what you describe in your response to @GeorgeAyub, and receive a field is not editable error when attempting to configure the product. Here's my configuration:

 

Product Option

Formula (Formula__c): Text-based formula field with "blah" as the formula

 

SBQQ__QuoteLine__c

Formula (Formula__c): Text(80)

 

Config Attribute

Target Field: Formula__c

 

It appears that any Config Attribute must be based on an editable Product Option field. Is this correct, or am I missing something?

 

@GeorgeAyub, have you figured out a workaround?

 

by GeorgeAyub
on ‎10-31-2016 12:30 PM

@ScottGrabo  I think you are right, the field needs to be editible.  I have stopped going down this path since it really doesn't look user friendly to place a help message in the next column.  I wish SB would support standard Salesforce help messages for confiuration attribute.  I am surprised no one asked for this as complex pricing scenarios need guidenece specially when we have new hire in the sales team.  

by ScottGrabo
on ‎10-31-2016 12:47 PM

@GeorgeAyub Rats. Smiley Happy

 

My thought was more to layout the attributes in paired rows, so row 1 would have the description and row 2 would have the selectable value. Then I could consistently train users that the value is entered beneath the description rather than next to it.

 

None of this would be necessary if we were able to either a) have a help bubble for the attributes, or b) choose alternate text for the label (e.g, something sensible like the Attribute Name). We too have a very complex pricing scheme, and the idea of having to modify Quote Line (and Product Option) for each custom attribute (of which we have dozens) seems truly inefficient. I'm trying to figure out a way to use generic attribute columns. While structurally I can make that work, the labeling/lack of help text cripples the UI.

by GeorgeAyub
on ‎10-31-2016 12:50 PM

@ScottGrabo Totally agree Scott.  SB should support SF standard help message methodology (help bubble).  I am surprised such a top of the line CPQ product doesn't have this.  

by ob
on ‎12-07-2016 02:05 PM

When I have a quote line that has already been configured with attributes, and I click the Reconfigure Line (wrench) button, the configuration attributes appear as blank.  Is there any way to make them start at the previously chosen values?

by ob
on ‎12-07-2016 02:10 PM

Can Selection Product rules be applied to Configuration Attributes, or only to Product Option selection? e.g. could a Configuration Attribute checkbox be disabled based on the value of another configration attribute on the same quote line?

by Community Manager
on ‎12-07-2016 02:16 PM

@ob 

In response to this question:

"When I have a quote line that has already been configured with attributes, and I click the Reconfigure Line (wrench) button, the configuration attributes appear as blank.  Is there any way to make them start at the previously chosen values?"

 

The answer is yes.  You have to make sure that you have a field that maps the configuration attribute value between the product option and the quote line.  In short, you need to create a 'twin field' on the quote line with the same API name as the product option.  

 

In response to this question: 

"Can Selection Product rules be applied to Configuration Attributes, or only to Product Option selection? e.g. could a Configuration Attribute checkbox be disabled based on the value of another configuration attribute on the same quote line?"

 

The answer is not yet.  Selection rules cannot target configuration attributes in product actions.  This is something we working on for an upcoming release.  

by ob
on ‎12-07-2016 02:25 PM

@tpastorino Thanks for the quick response.

 

Re: blank attributes on reconfiguration — I do already have 'twin' fields for the attributes on the Product Option and Quote Line objects - they have the same API names and everything. Is there some other peice of setup that I am missing?

 

Re: Selection rules for Config Attributes, definitely looking forward to that feature! Is there an Idea post that would be worthwhile to vote on?

by briafar
on ‎12-12-2016 01:55 PM

Is it possible to apply a configuration attribute to only select features within a bundle?  I have 3 features in a Product bundle, which are Cables, Termination and Reel.  

 

My attribute of Length helps limit the Reel Options available to me in the product configurator, but should also drive the price of the Cables.  For example, if I have a 100 ft cable, the cable price on the quote would be 100*price per foot. My issue is that since I have Apply to Product Options checkbox = True, it also applies the length value to the other features, which I don't want it to do.

 

Is there anyway to have the configuration attribute only apply to certain features?  If not, how would I handle for my scenario?  

by Community Manager
on ‎12-13-2016 04:33 PM

@briafar Not yet, but this is planned for an upcoming release.  

by IngeTuymans
‎04-24-2017 07:41 AM - edited ‎04-24-2017 08:27 AM

Re: blank attributes on reconfiguration — I do already have 'twin' fields for the attributes on the Product Option and Quote Line objects - they have the same API names and everything. Is there some other peice of setup that I am missing?

 

Check permissions, users should have edit permissions on the product option object.

by LeanneArdley
on ‎05-29-2017 03:15 PM

Has anyone gotten the Hidden Values or Shown Values on Configuration Attributes to work? 


I have a field Number of Records which varies depending on the product being selected. I have created the field on Product Option and have specified the values in the Configuration Attributes which I want to be displayed, or want to be hidden.... but no joy.

 

An alternative would be to use dependent picklists, but this is driven by the product code, not some other attribute, so that is not possible.

 

Anyone gotten these fields to work? 

 

Cheers,

Leanne

by LeanneArdley
a month ago

'&' in Shown Values cause attribute option not to display. 

 

We have a product which should has a list of Shown Values, including one with an ampersand (&) in it. We found that even if the Shown Values and the picklist option on Product Option matched (both included the &), the picklist option did not display for that attribute. 

 

When we changed the Shown Values string and picklist option from "A & B" to "A and B", the picklist option displayed correctly.

Has anyone else seen this? I wonder if this is the case for all special characters.