Learn how to create pricing bundles in CPQ and apply the restrictions to preserve accuracy of bundling orders.
- [Instructor] Sometimes you have…to sell products as a package, because the products…need each other to work together.…For example, you can't use a gasoline generator accessory,…with a propane generator.…With Salesforce CPQ, your Salesforce admin…can group products in a set, and enforce rules…to ensure the set is complete and accurate.…These sets are called bundles.…CPQ has an easy-to-use interface…that presents related products that are part of the bundle.…Not only does this make it easy to find the right products,…it's also a great reminder for your sales team…to discuss potential upsells, or possible future products.…
The great news is that you can't select invalid…combinations of products when you configure a bundle.…Salesforce CPQ enforces your business logic,…so that you only present the customer…with a technically viable quote.…This means less human error, and more accurate quotes.…
Released
12/21/2018- Name the file type that a Salesforce CPQ price quote is saved as.
- Recall what type of company Salesforce CPQ is best suited for.
- Recognize how quotes work in CPQ.
- Explain what a bundle is.
- Explain how to create a new quote.
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Video: Product bundles