Salesforce CPQ Configuration Attribute
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- Опубліковано 10 лют 2025
- Use configuration attributes to set the value of multiple shared product option fields simultaneously.
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About Speaker -
Pramod R. Dhokane
Technical Architect at Eternus Solutions Pvt. Ltd, India
LinkedIn Profile - www.linkedin.com/in/pramod-dhokane
![CPQ Configuration Attributes (Part-1) in Salesforce [EP-6]](http://i.ytimg.com/vi/xpN1qNVwoEA/mqdefault.jpg)
Thanks for this video with clear explanation. Can you please share the link related to the product rule that you have used at the end of the video to full the requirements.
can you please let us know the product rule configuration for this shipping cost selection process only for worldwide picklist value.
how to default text configuration attribute on bundled product with a default value at the moment configuration page loads ? @learn salesforce CPQ
You can find fields on configuration attribute itself, default object and default Field. Set the API name and you are done
It is possible to make rollup of field1*field2 using summary variable?
You would need to append result of one summary variable to another
@@SalesforceCPQ quote line have two fields called field1 and field2, I want rollup of field1*field2 in quote.
@@hareeshag290 you if do not get the earlier solution then create formula field field 3 to multiple filed 1 and field 2. Then using summary variable take sum of all quote line and update quote's field
@@SalesforceCPQ Thanks
Thanks for sharing this video.
I have query regarding, field visibility on Product option level within the same feature.
Suppose we have one feature, lets say Hardware.
Inside this feature there are two option product.
1. Mobile - for Mobile product quantity field is editable
2.Charger - but for charger quantity field should not be editable.
Can we achieve this use case ? Any suggestions ? Please help.
You can disale quantity change on product option level
@@SalesforceCPQ you mean to say Quantity Editable Checkbox ...right ?
Here I took example of quantity , but in my real use case I have a list of other fields for that I need to implement the same , for one option that field should be available for other option it should be lock inside the same feature.
@@vhoranaznin4508 check page security plugins
@@SalesforceCPQ Thanks for Suggestion , will check on it.
Thanks ! Is it possible to show the Shipping Info drop down values as images instead of text ?
No we don't have control over configuration attribute to display images. We can display images on QLE for quote lines.
@@SalesforceCPQ Oh ! We can't show any images in configuration ? Only alternative is to use QLE for displaying images ?
What is the difference between salesforce cpq and salesforce revenue cloud
It's the same. Revenue cloud is broder concept. CPQ plus billing
while creating configration attribute didnot found custom field name in target picklist field
you have to update the pick list values
I am running with issue. As admin I can see the "Shipping info" field while adding the product in QouteLINE but unable to see the Same field When I logged in as other User, I have given Read access (Profile) and OWD Public Read) , do you know what is issue!!
Did you set the CPQ user permission set to another profile ?
How would be possible to add the attribute per product? for example, in your scenario, I want to add 2 attributes to Mobile Phone - Chargers. The 2 attributes per that product would be: capacity and socket type (UK, EU) and base on that it will affect the price of this product only.
Usually we keep configuration attributes at bundle level, here I have configured it on "Mobile Phone" product which is the bundle contains the mobile phone charger as product option. Now whatever you select inside configuration attributes it will apply the values in product option field. ( I have already checked apply immediately field ) so as soon as you change the configuration attribute value it will update the field value on all product option which will further trigger the product rule.
@@SalesforceCPQ I do understand but following your own example. In the case of the headphone, if the brand is a picklist and I have Sony and Bose. I want to affect the headphone price only by 80% if they select Bose. But only the product quote line of headphone, not the whole feature.
@@peterbuttigieg2516 In that case Bose and sony headphones should be two product option where u can apply discount on bose's product option. And further you can use option constraints to select any one of them. That's why bundles setup is most important part of CPQ configuration. price rules, products rules or configuration attributes comes second always
@@pratap03533 once you are in product configuration page, value you select in configuration attribute it will save inside product option model. And if have created same field on quote line record it will save inside it.
@@SalesforceCPQ oh i get it...it is temporary save in product option object. but if it is needed for perminent, then we have to create same field in quote line object as well. that is the reason why they created same field in product option object as well that to fire when we select a value in quote line editor.
Hi - in this video you don't show where to add the picklist field. That would very helpful : )
At 3:37 I have mentioned about that, If you still don't understand this then you can open configuration Attribute object and update the target field picklist with Shipping_info__c value
@@SalesforceCPQ Thank you, this worked! I have enjoyed all of your videos - thank you very much!!
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