Understanding the Requirement:
Universal Containers wants a bundle with pre-selected Product Options.
Sales reps should mostly leave the default configuration as-is but need the flexibility to make
changes when required.
Salesforce CPQ Feature Overview:
Configuration Type:
Determines whether sales reps can modify the configuration of a bundle product.
Setting it to Allowed permits the flexibility to configure without mandating it.
Configuration Event:
Defines when the bundle configurator is accessible.
Setting it to Edit prevents the configurator from opening automatically but allows sales reps to access
it by clicking the "Reconfigure" link.
Configuration Steps:
Navigate to the Bundle Product record in Salesforce CPQ.
Set the Configuration Type field to Allowed. This ensures the configurator is optional and not
enforced.
Set the Configuration Event field to Edit. This enables the configurator to be accessible only upon
user action.
Key Behaviors:
With these settings, sales reps can use the default configuration but still make changes if needed by
accessing the configurator manually.
The "Reconfigure" link in the quote line becomes available for editing.
Testing and Validation:
Add the bundle to a Quote.
Verify that the configurator does not open automatically.
Check that the "Reconfigure" link is accessible on the Quote Line for editing options.
Reference:
This solution is aligned with Salesforce CPQ documentation on managing bundle configurations and
providing sales reps with flexible configuration options.
