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.
Users should be familiar with the following Salesforce CPQ features:
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.
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.
To create a Configuration Attribute:
||Enter a meaningful and unique Attribute Name. This field is required.|
|Product||Lookup to the Product that this configuration attribute is tied to. This will be populated by default and it is a required field.|
||Choose the Target Field on the Product Option that will hold the attribute's value. You will need to add the API name of any custom Product Option fields to this picklist.|
If they exist: Verify that they have Row Order values (ensure that all 3 Configuration Attributes have the same Row Order). The Configuration Attributes can be whatever you believe a sales rep would like to configure and/or filter their Product selection according to; in the example image above the Product relates to party planning so the 3 Configuration Attributes are: "Location," "Number of Party People,", and "Party Length (In Hours)."
If they do not exist: Create them and assign the same Row Order to all 3 Configuration Attributes. Only 3 Configuration Attributes may be added to the Layout.
|Column Order||Set the Column Order for Attributes to either:
|Position||Choose the Position of the attribute:
|Feature||Enter or lookup the Feature that this attribute should be associate with. If this is blank, the attribute will appear before all features at the top of the page.|
|Required||Select if the attribute requires a value in the configurator.|
||Select to use with real-time product rules. It will fire the rule immediately upon value change. Use sparingly so as not to impact performance.|
Select for Salesforce CPQ to populate this configuration attribute with a matching product field API from the product most recently added via a dynamic product feature. This only occurs when you add a product to a dynamic bundle feature.
Select if you want to hide the configuration attribute from the UI. Note: It can still be used in rules.
Enter the values from the corresponding picklist field you selected in the Target Field that you want to be shown in this bundle.
|Hidden Values||Enter the values from the corresponding picklist field you selected in the Target Field that you want to be hidden in this bundle.|
|Apply To Product Options||Select to apply configuration attribute selection to product options.|
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.