Bundle & Feature Level Field Sets

by Community Manager on ‎09-01-2015 03:26 PM - edited on ‎09-03-2015 04:34 PM by Community Manager

This feature improves the flexibility of configuration by allowing administrators to create field sets to be used on individual product bundles and features. This allows you to display only relevant Product Option fields when a user selects options in a bundle.

NOTABLE USE CASES

If your org contains a Feature titled "Software," this allows you to display a field named "Media" for items in the "Software" Feature so your users can select whether to download or deliver the "Software" product.

ADMINISTRATION

Preconditions:

  • Add the "Configuration Field Set" field to the Product page
  • Add the "Configuration Field Set" field to the Feature page

To set up the Bundle & Feature level Field Sets: 

  1. Navigate to: Set Up | Object | Product Option | Field Sets.
  2. Click New.
  3. Create your Product and/or Feature level Field Sets. Refer to Salesforce Documentation for information on setting up Field Sets.
  4. Navigate to your Product.
  5. Select the Configuration Field Set name of your custom Product and/or Feature Configuration Field Set.
    • Ensure that the API name of your newly created custom field set has been added to the picklist.

Configuring Bundle & Feature Level Field Sets: 

  1. Navigate to a Quote.
  2. Click Edit Lines.
  3. Click Add Products.
  4. Add the product whose options you have altered.
  5. Notice that the Field Sets of the product options appear as you have set them up above.

NOTES

  • A feature level Field Set will override a bundle level Field Set.