Transcript for:
Salesforce CPQ Overview and Benefits

[Music] well hello everyone and welcome to today's session on salesforce cpq by intellipad salesforce cpq is a native salesforce tool designed for sales teams to create more accurate and highly personalized codes it provides centralized access to all the products services available prices and customer data of your company allowing a notable increase in productivity cpq sales force or configure price code software by salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario in this session you will learn all about sales for cpq so without further ado let's check the agenda for the session so first we'll be talking about introduction to sales for cpq then basic sales processes and traditional coding processes after that we'll be talking about cpq licenses salesforce cpq setup and configuration of different products in sales for cpq so that's all with the agenda now let's start the session but before we begin the session make sure to subscribe to our channel and press the bell icon so that you'll never miss any update from us so cool as i was mentioning right uh cpq is more of an advance of specialization um this has a prerequisite of the sales process priorly okay by uh each and every company right which is engaged in some kind of a sales activity irrespective what whatever domain it is by any kind of a sales activity that this cpq rules can can or cannot it can fit in but it would be something related to sales only okay they might put some kind of a manual discounting based on the customer for the customer who is already loyal customers our customers uh for years then okay he is eligible for some kind of a discounting or maybe that particular customer has some kind of a contract free agreed contract with our company so then i can put some some discounting process over there okay hoping not to make kind of an error now once they put in kind of a discount right that discount needs to be removed specifically the ones which are like beyond certain thresholds right that some senior managers the senior executive says the executor they would like to review why this particular customer we are giving so-and-so and finally this code is uh is approved okay and uh we put down everything in the code now the code generation right also um we used to have some kind of a word processing system right in which you used to lay down this code okay this is the code uh these are which would contain some basic information about the customer like exactly the customers details who is the contact within that particular company what kind of products they are interested in what are the price some kind of this process right so this is this used to be a traditional coating process now just if i were to uh extend this one right if i see some kind of a challenge is like okay what would be the general challenge over here if you see if i have this kind of a spreadsheet suppose for maintaining the prices and all right suppose the prices gets updated how many spreadsheets i need to update okay when somebody sales is referring this section i don't know whether that spreadsheet is updated or not whether you are taking the correct or updated spreadsheets or not if suppose let's say he's not updating the latest prices and what would happen he would make errors on the court fight which would have a commercial impact if he's uh if he's putting quoting a lower amount then it would have a commercial impact on the particular company and if he's putting higher amount then customers won't agree with that or if he has given a lower amount and then say back to the customer hey sorry uh it was my blunder that okay i i messed up over there and and this is the more so again some kind of uh to just to give a make customers understanding if some kind of additional offers or some kind of freebies to have that kind of thing but which again doesn't give a particular good customer experience one would expect again and then coming down to this this process right over here in which we are giving the codes to the customer and uh using some kind of a wordpress which again there is no standard or formalized uh i would say content and branding now nowadays every company is very peculiar about their brand about the contents by which they are rolling down to the customers right so all these challenges were there right if you see that this would be the basic challenges uh each company or each sales process would have right now considering these challenges or this traditional coding process this cpq tool has been built that how a cpq 2 right can be used to address these kind of a traditional challenge right and the see the basic photo of the cpq or basic objective of the cpq 2 is to fasten the sales process so that they can uh quickly do the sales and without errors more effectively okay and they have more productivity over there right so that that is the whole uh concept of cpq comes in that okay the sales people they should focus on selling but they should not focus on the logistics like okay if the product is correct if the prices are correct whether i'm using the right content what content should i put so their time should our efforts should not go up over there rather their focus should be getting more and more business collection i hope um with this explanation i was able to explain that why but how cpq cool comes to rescue okay um moving further right cpq what and why i think i mentioned about the y key right what is the cpu cpu stands for an acronym for configure price and code now uh i just with this concept map right i just wanted to show that how these challenges right with the cpq's configure price and code the independent module over there right how they relate to that and how this tool would help you to uh address those challenges okay configure firstly what is config configure is nothing basically what the product what products does the customer want to brand right that is nothing but a configure now uh figuring out this products okay with the cpq in with the cpq tool change right it's very easy or a sales won't have to think about that okay what products are related products to what are the one product okay with this product what kind what combination of products can we recommend okay so these all part style is taken by the configuration part of the cpu so in ctq right we can define certain uh kind of a business tool the technical rule in which we would try to address all those kind of a challenge coming to the price part of it this consulting of the spreadsheets and all and discounting automating and reviewing these kind of things all this effort is safe with just the pricing part cpq after the box support getting four or five kind of a pricing okay we can use that one or we can we can have our uh if those doesn't fit the business model of the particular company we can go for customized keys but once we have this in place uh place right this all these efforts right of of updating this one of the automatic discounting everything is taken here within cpu once we have all the configurations done now the final piece of coding right as i was mentioning right uh the challenges for the coding process what are the different challenges about the branding about the content about the formalized approach all the look and feel of the documents which the company is sending out to the customers outside right so everything is taken care of by the quoting we have in cpq which basically some kind of a templates we can say we can configure which can be reused again and again right so that all challenges have been addressed importing is nothing against coming back to how the deal is presented to the customer with the details about the sales right [Music] and if you think from an erp level also right so this is speaking about basic processes if you think about erp process or maybe a company or a firm which is uh spread across globally so it's not about um they don't deal in one currency or maybe in one language right so one company was based on an apac with based up in europe as well uh of course in the americas as well so they would be transacting in that local currency suppose everything is just going out in europe and euros france pounds everything like that right with the knee bank they have different currencies so all this complexity keeps on rising as as the firm is the more the larger the better global formatives right so then these processes will be coming again but the quoting also we can have the coatings enabled in different languages as well so that within each region we have the appropriate language both of the list is that clear so again coming back to this benefits right i was just mentioning all the challenges which basically we have covered is that what are the benefits once we have the cpu in place i focus on customers during sales without price discounting and promotions okay basically uh more focus on the past sales okay eliminate price and contract errors due to predefined rules and templates increase the productivity of team close more deals okay standardized proposal okay quick creation the code using the predefined template and again in different languages supporting the two currencies so these are the few benefits i could say about the cpq process once we have increased and which addresses all those challenges which we had earlier okay i hope this one is clear i just wanted to showcase some kind of uh okay now um since we've gone through all the processes that okay uh what is cpq what is the or what kind of what kind of uh i would say challenges this cpt pool solves like we are all in agreement in that one so now let's go further and see how typical cpq live section goes actually like as i mentioned right leads these would be there but some processes or i would say not all companies would or all the processors would start with needs maybe some there are companies or maybe in some transactions like we're dealing with the company or we're dealing in a scenario which we have already customized i would go and create a leader so basically we have already customer contact in place i would go and create an opportunity for it okay that's my basic thing i have the opportunity i have the needs of the customers is part of the function now once the project is created basically then next step would be the product configuration the product needs basically the a customer is required right we will do all the configurations and we will add all those things as part of the configuration after this one um we have the we have once we have configured all the needs or all the products right then we would have the pricing and discount uh that would happen up now pricing and discounting again all the products which we have added right based on some rules like for example this is the customer then okay he's eligible for this in this discount or maybe it can be a volume based discounting as well like if he's it's doing a purchase from us that we can afford to give some kind of a discounting over there so such kind of either we can say a business rule simple rules that we can configure once we are done with this piece right then we create a code and propose the logo now once all these things are documented as part of the codes now again there's a step of electronic signature which usually nowadays within trend i would say that most of the companies they are using some kind of an electronic signature mechanism because this helps to increase the throughput of the sale cpq uh sales for cpq right they support tools like um docusign or the adobe e sign for this kind of a piece electronic signature um in this basically i just wanted to let you know how it works is that you have generated a document out of salesforce type now you send the document for signing to your customer saying that okay hey this is what we discussed these are all the terms and conditions for all the things uh please if you agree with all those things please request to sign and then confirm a order from us right so that would be a very good like experience as well okay and it would fasten up the process as well so that i have it's with me for example it's coming to maintenance is using i'll just put a sign there will be a link it's putting sign out of it and once it is signed all the parties all the necessary parties who are configured they have given the confirmation but we have a confirmed code okay which again would go back to salesforce you can configure whether it's on proportionate or uh whether it's on fourth anywhere whatever it feels like we have things now once we have all this confirmation right then we go with the next step of the order then creating an order out of the code stretch which we have created ordering it then doing a contract out of it so once we have a contract that contract would be nothing but a mutual agreement between both the parties right okay these are the products you're purchasing for this for this and this term this is the prices we agreed all those kind of tickets now next step uh once you have a contract right what would happen like let's say it's a one-year deal after six months something happened like maybe uh let's say i ordered 10 laptops from a company but uh maybe there's a search in the business i require more laptops because there will be no more people joining my my team so i can i requested the other company that okay hey i have already an existing contract with you or 10 laptops can you remember to add five more so such kind of a scenarios right that flexibility is also the cpq uh tool provides that you can you can put some amendments okay and uh the better part is you don't have to focus on all these calculations once you have your configuration correct right you charge only these things otherwise in general terms right you could see in traditional process if some scenarios like this happens what would happen is that okay uh if you ask me amendment then i need to figure out that okay what was something else told him this is the price now he wants additional five quantities on top of it i need to give adjust that one for only five and maybe make the contract for one year itself basically this second piece or the amendment be for the rest of the six months like that some some complexity that that is this cpq tool right it is in the platform and finally um if you are dealing with some kind of a subscription as well then we go for the review part also just to make things more keeping the lights on right keeping things rolling with the customer it is checking in these are the existing contracts you have with us if you want to renew it or maybe make some amendments for the next cycle and again finally for this renewal contract again we have renewal abortion dealing with the same cycle starts so uh this is a pretty much a high level life cycle of the cpu all this one right over here which is mentioning about the single data data model and one customer view it helps basically this tools right they helps to integrate uh or give a entire end to end 360 degree view of the customers okay that second when you need to or when somebody needs to see this customer's portfolio they would get all the details with this customer and so into contracts active contracts with us they are already opting for these products basically they helps to uh basically create more kind of upselling or processing opportunities as well okay and all this one right all this is complicated basically this is handled within the single uh data model and data and object mode of the cpu okay there are different objects and entities which could help you to achieve all this okay so uh for ctq right i would request you to please all sign up on this url the reason i'm asking for you to spin up a new sandbox a new box basically developer wrong is this url right gives you a developer edition with the ccq package installed there is a predefined data set up within this and the package license definitely would be so this would come handy instead of using the existing validation i wanted to share the information about the cpu licenses like i was mentioning about the salesforce one right you have full crm license which will give you the sales cloud uh sales cloud service cloud basic marketing cloud as well you can use the features workflows process build there's another kind of the tools which have been set up out of the boxes right the salesforce license that's done again platform licenses there are limitations that you won't be having the application of full crm capabilities for the sale for the sales cloud and the service clouds right so in order to get that to the platform you need to build all those you won't be able to liberate out on the similar note um for cpq also i hope my ppt is so uh for cpq also we have ovarian now cpq this cpq right salesforce i would say maybe last or last year and a half ago they have introduced a billing package as well okay this is for that they introduce a billing package i don't remember the name the company they acquired basically it was that so they renamed cpq they call it more of a revenue cloud right now okay which which consists of both the cpq as well as the billing so that's why earlier uh it used to offer the licenses in two variants only the cpq and the cpu plus variance if you now what is the difference between these two i think you can see there's an advanced approval order management i would say bundle within the cpq product and most of the cpu implementations which i have seen right they try to use the advanced approach they don't go with the standard approval processes which you might have gone in the admin classes right so this is slightly different more robust more scalable okay so it's a separate package comparatively to what the cpq package is there so if you have the cpp plus license it covers that as well but if you are going with a cpq then there's an additional price for that to use that auto management as well as advanced approval that is there and then some features about this uh usage page pricing which i would explain that what is the uses based products so that comes in the cpq plus but again to use some of these features right completely you need to have the billing packages also involved installed basically on your works so that's how about the licensing thing okay so um just to give you some history sales force right i think it started around 20 from eight or nine in the crm product just with the sales cloud you didn't have in 2016 i believe there was a company name called steel brick earlier the cpq package right it doesn't need to come like this so you need to go to the app exchange install the package from sleep with ccq and that's how you used to get this one that was a paid version in 2016 they got that acquired company and they it was an earlier useful steel brick now again salesforce is coming up with their branding on top of it so that's why a lot of people are unaware of it so once we are done with this um you get login industrial specified the first thing you can check for the cpu is typhin over here you can see in the apps also but over here there is a application okay that's the fun way to check if cpu package is there secondly what you can definitely go to setup okay and all the packages which are there comes under the install if you go over here you might see this one salesforce cpq this version number same prefix active unlimited this is the second way to check okay so what i want everyone okay the first step are can they go to install packages and go to cpq this one and over here right you can see a button called configure you can just click on that and once you click on this there are tons of then the tabs like this would be coming up okay um over here right in the first fifth step pricing and calculation you might see a small uh beneath this legacy calculator this small link use new calculation service so this is a screen grab of how things would be looking at your end so if there are different uh concepts in this one we will start with the products and bundles okay and so uh once we are into the cpu package right we go to this install package click on configure and lot of settings out of the box from them so this is the this is one of the steps basically we need to do the legacy uncheck the legacy calculator and authorize the new service because salesforce they have a new pricing which has been created this is committed to stock support for the legacy factory so all the forks which were using they also have to migrate for this new calculation services okay now uh coming to the salesforce package this setting right there you can see there are a lot of tabs within this and each tab would consist of some kind of a settings within it so just to uh just remember one thing that this setting like whatever we are doing it is it's not any kind of a user specific whatever we do it has to imply across the order so it is the foremost thing that the some of the settings which you will go through in few minutes that they are very critical and we need uh whoever the customer the business consists that uh are we on agreement that all the code for all the pricing would be based on this and so and so attributes will be used so that is one thing we need to firstly clarify and then set this up because this is a point thing i hope i am clear on that one so let's go with the first uh tab documents tab so in this one we'll cover some of them and some of them i'll keep on uh park it for now so that once we cover that particular session right so that you are able to relate that why this setting is coming up some of the major ones so generally you okay we'll cover it right away so for example this document tab under this document tab right you can see the document folder the attachment target document folder is nothing but as i was mentioning right cpq out of the box they have the capability to create the code documents right you can create the code documents which i was mentioning about the branding the formalized content and everything right now this document which is getting created right where it also stores in cpt there might be some kind of a folder right or some kind of old structure where these documents which we are generating that is this document folder this user personal document is this is nothing but you remember the document object um this will not very enlightenment by the way it's storing under those you can have this one or when you install this um cpq package right you would have different others as well let me just let me remind you this is the document folder this you might have seen in your earlier edition just a quick info guys intellipaat provides salesforce online training mentored by industry experts the course link is given in the description below now let's continue with the session over here so these are the few folders which gets created when you install this cpq package okay so in the package i was just mentioning that okay what whosoever is doing it for example if i'm doing i can go into my person all these documents get stored over here okay so that is one i hope this document object is clear for the ones for example the attachment target basically the documents i was saying uh which is generated it can be documents only or there is an option of you can store it in course or opportunity course and opportunities how it would get stored in there is a notes and attachment section which is out of the box uh standard for crm object northern attachment so you can if you put that uh set that setting right you can see the document score document is generated in the course of the opportunity hide the document name some some companies basically they don't want or they don't want to give the flexibility to the users to write the document name okay in this case then they can uh hide the document or maybe it feel locked so that the user are not able to edit it then um page review which you see in that see document then one important thing i was mentioning about right like if these cpq packages right they are getting installed they are getting the boost in the companies which are based across different regions right you have the option to enable the multi-label translation so when you enable this right there are certain objects which gets opened up okay for example the translation and localization in which you can basically mention uh the translations captures them and once you have configured them then you can uh review the document in that particular line so that is enable multiple movies i think these settings are okay with this should i move forward i'm coming to this groups group solution groups there's a feature in salesforce cpq solution groups uh in which some companies they do have a standardized way of grouping the code lines like for example if they're adding different uh products within the food side you can group them like maybe uh just give an example the hardware products in one category software products one category if every code has this kind of uh the business to demand something like this then enable a solution groups otherwise we have different other tools as well if you've got the footline which would uh help you to solve the challenges this was groups line editor okay um line editor in in cpq right there uh i'll just cover this one a little later that would be making more sense plug-ins plug-ins okay this is interesting so um whatever the cpq provides out of the box capabilities that is this now if this can this they don't have limit uh salesforce they don't have limited this to this one because therefore sponsored right and as big as the companies uh is right there are a lot of other things to manage okay so they have given the flexibility for this cpq package to integrate with the other other different uh features as well for example as i mentioned the electronic signature plug-in right so if you're using a docking sign or maybe adobe sign right if you install those packages they give some plugins you need to configure over here to see if you would integrate with them or if you suppose have uh support some kind of a custom product search plugin you don't like the way the cpu does the product search right out of the box you can design your own plugins or there are some i would say external integrations you can develop right all those plugins you can capture with it this is there uh they keep on uh enhancing these plugins the recommended one right nowadays uh recommended product plugin that is also one of the hard features of the cpq recommended product plugin is um i think everybody uses amazon device when we try to put something into cartridge there's a section in which uh downside will do it people who bought this have also bought this right where you say that okay you bought this one okay people if you're saying you're buying a laptop there's a laptop fancy laptop or maybe something other products right these are kind of a recommendation products right this is more of an upselling strategies for the company you can build um standard also salesforce this salesforce they have some plugins so you can design and give you some objects to do that else now you can um use this fancy ai or handle capabilities also to develop some kind of an integration then integrate within this cpu so those kind of plug-ins right over here that can be used document store plugin for example some some companies they're not storing the document over here they're using some kind of an external service for example amazon right they're pushing all the documents so that they don't the space right storage space within the cpq or and the sales force basically they don't get uh vanished easily they have huge damage so they purchase that one you can create a plug-in and store all the documents which is generated over there some some some some type of plug in the over here okay so this is basically the extending the capability of it from a scalability stand point of view uh salesforce has given these this these two types of functions pricing and calculation okay firstly let's go with this unit price scale over here what does this do signify if you uh if you hover on this info bubble right it says that enter the scale for the unit prices fraction price will be rounded off to this many decimal places so basically all the currency fields or whatever the currency field we are using we need to agree that it would be displayed up to two decimal places so this is again as i am mentioning earlier it's a power quite setting so this needs to be inconsistent with the business uh two decimal points one decimal three receives whatever so that configuration happens over here okay it's similar to what uh i think we you guys are aware of this you create a number field right you have the option to enter the decimal decimal places or when you create a number it's similar to that exactly other settings over here for example this calculate immediately um this one is i would say is to give more of a real-time calculation on deadline speech like once we are into the sport lines right i would show you that how what is the portline editor how the pricing comes in with this one okay so generally it is recommended to uncheck this okay because of uh for the qle performances right this is uh this is to give you a more of a real-time calculation if you have the needs okay definitely go ahead and enable this one but sometimes uh if some fogs right they have a complex implementations okay so then it is recommended to have this system okay so that the qle didn't perform uh then we have this enable we calculate what is this one again if you check this one this this is a i would say very impactful this one it is highly recommended we don't do it reason being because once we checked it right it doesn't calculate the price rule we go ahead with something called price rules which are designed for some kind of an automating of the prices okay doesn't consider the roll-up summaries and formulas uh field which is depending upon the pairing chain so if you if an organization or if the organization implementations doesn't have these things then only go ahead otherwise it is strongly recommended to enable this one okay um usa space pricing again as we're showing you right in the licensing there's a product type i would say which is a usage based uh based on whatever usage you're doing then you will be charged accordingly if you want to enable that one you have to do this again but this with the cpq alone package this implementation is not that much complete over here we have some thing called as legacy calculator is mentioning that this is being disabled so that's that's there we need to enable that one subscriptions and renewals this is also an important tab over here there are different renewal models basically two renewal models contract based on asset based okay what this two meaning is like a contract think of something like this why or a contract is something which is for only for your subscription products like so why you would renew a contract or if you have a something product right which is a one-time purchase you've got a laptop you're not buying left of every site but if you have a subscription for example you have a subscription to prime or this netflix site you keep on increasing your subscription right you keep on changing your uh contracts so this renewal model is exactly the same thing that most of the cases which i have seen it's mostly the contract phase because nowadays most of the companies are going more towards the subscription and the usage based model is compared to the asset case asset base is nothing but um the products which you buy one time basically if you want if you have the product catalogs if you have something you're dealing in the product catalog which is more of a non-subscription base then it is recommended that you go with the association okay uh precision prorate procedure this is an interesting concept again um and very very important cpq i hope till this point of time any questions anyone have foreign these two fields over here write the subscription term unit and subscription coverage precision so suppose one suppose i gave an example of a subscription product right what is the subscription product for example netflix we buy a subscription for one for example we have a product in product we have something called a subscription default subscription term right which is basically a number field there's nothing over there okay you enter one two three four five six whatever but how would one know that what does that one signify is that one month one day one year what what what it is from this setting right you understand that okay whatever or however the products which we would be configuring within cpq when we configure the subscription term that sacrifice 12 months or days we have only two units over here months and days now uh suppose if i configured a product for 12 months to be costing around 120 dollars right one product for 10 months it's costing us 120 my customer doesn't have or maybe he needs this product only for half a year six months or let's say two years what you would do whether you would calculate okay for 12 months it's one twenty dollars for two years how much it could be correlation is you think right that okay for 12 months it's configured as 120 for 24 months could be too far that probation happens what is the precision with this setting okay the pro subscription provided procedure cpq already have this capability of doing this duration because this is one of the best keys of cpu that you don't have to worry about it provided you are aware of these settings that okay there are different like for example when you select one right there are different product procedures which will go is now day calendar month plus daily day with calendar a month weighted month and month daily and once and once we have this one right the date we have only day only all those other procedures okay and now what these individual precision means right that okay once you have selected suppose month right now i have to select the procedure appropriate procedures for this one i have an interesting slide and just okay so as i was mentioning right that for example my subscription term is one and what these are my probation methods available what does each of these means okay this the first column represents the methods which we were seeing in the package okay then second is showing actually the math what how cpq does the calculation behind and this is an example and how the forward is calculated okay so let's say uh my probation precision is set to month okay my term is month now what would happen let's say i have a customer who is asking me for a subscription-based product for from jan 2010 2020 to april 15 2021 with 12 months dst dst is nothing but default subscription which we would configure on that particular product okay now suppose uh this 12 months that this product is costing is we have configured on the product and for 12 months this product would be punishing you within 20 now he wants this particular uh duration right which grounds up to i think 15 point something would be 15 15 months some some days okay so cpq what it does is it would do the rounding up of this one 15 point something goes up to 16 divided by 12 it's always tst which is like probation multiplier of 1.33 so your actual price for this duration for the one which is having configured as 12 uh 120 dollars for 12 months would be 120 into this proven multiplier i hope first example is clear okay so this is how the pro rate multiplication is happening now let's see how the other other ones are also getting configured in this one so for example we have month and daily like what does this mean this is giving you a better precision like okay months the whole month would come up whatever the remaining days is there this is divided by this and finally it is divided by this so for this duration again considering this it is 15 months plus six days you just if you do this calculation in this example the first one span from this to this the last one from this to this it comes out to be this kind of a pro rate multiplier okay this is again a discussion with the business stakeholders just to understand what hotel what kind of procedures they want on their prices this is a standard thing so this needs to be understand very carefully uh all the business also needs to understand this is how they are but this is once it is done okay it's gonna be like this but if you later point of time like during your implementation of the leader for the staff you changing this this will screw up your all mechanics all your pricing logics all everything could get disturbed so this is very crucial again third one uh initially when sales i think this this one this one and this one uh salesforce has added maybe two reviews because again for this different precision levels this is nothing but a different precision level for this calendar monthly plus daily it is again this partial days and start month divided by the days in the start month this whole month partially in the end month and dividend so for example on this one partial days in the start one divided by days in the start month so for example in january right how much uh how many days are there is uh 31 right this is the 14 whole months over there and finally in the month of april this is there and first 15 days of the april is not counting okay and this based on this map this formula this is the multiplier coming up again this day one this is a pretty standard one okay like if you go over the day everything uh as i mentioned right everything was in term unit one month only you would see this procedure then nothing is there only the day it would come and if you kind of think right vertically as well once with days right how the procedures in the months it won't make sense okay so logically they don't grow together for example if you see this day right what does this precision methods tell you that okay days divided by number of days necessary to complete the dht from the starting so again uh this is considering whatever the year's transition is there so that should be 366 country bring it into this versus only here that's why and this from this day to this date and 462 days so this is the decision so if you see from all this one right you think this one is having the more precise value right and if you come with the day term unit again the precision will be moved so that's why they didn't keep month column unit for the the day procedure the final one the day with the calendar month we did it's again this one years plus remaining days divided by 366 is the remaining includes so it's this is almost one year this is the remaining from jan 10th 2020 to jan 9 2021 it would be one year okay plus from jan 9 to this much date we'll be spending about 96 days and this is x is its remaining this this is 20 21 so that is not a leap year so that's why this is the procedure okay so it's all uh you don't need to worry about these like how this is all done within the package but you should be aware of that uh what are the different configurations available for probation within the cpq package okay and what is the impact of these right within these probation uh methods right considering if you opting for months term unit right so you see the more the this is going reducing the precision basically and the more the most precise one is this one generally in my experience i would like to share that uh where the term unit is month life either people go for easiness with this month or it stays and and otherwise they go with the day and day because that is the simple thing that okay this many days and what is the procedure is nothing but the number of the fan of the term okay that's a simple thing you don't need to worry about these anyways we don't have to worry as a user because this is what cpq has designed so we should be aware of this precision level i hope that makes sense so we will go with this default thing whatever it is that i won't change anything uh rest there are few things for example if you want to ignore the lead days then you can ignore that is there one thing interesting thing i want to share about this is evergreen subscription some things over here are really fun i just this thing from a um the product perspective okay but don't go into much how the technical implementations will be there just understand the concept that okay what does this mean and we'll focus on the main part whatever they're out of the boxes enable evergreen subscriptions enable evergreen subscription like everything subscription is nothing but in which the contract right doesn't have an indeed it's as simple as a contract which doesn't have an end date okay and can be cancelled anytime that is basically an everything one and that is what everything uh concept is all about [Music] subscription within there and i'll show you when the products will go to right there is a renewal method basically that would come up that if we enable this there are a few more options getting handed to it okay but just for now think that everything subscription is nothing but a contract which doesn't have an end game which doesn't expand but can be cancelled okay then again um we evaluate bundle logic on re uh renewals basically when we are doing green uh renewal then we have the recent contract with some bundles so in case we have changed the bundle configuration within that removal period then just to evaluate that okay some uh for example bypass the preserve bundle structure this is so once we have there is a concept like in within the configuration product configuration like bundling for example i was mentioning some products which are sold together generally sold together some of the companies they uh configure the product catalog in such a way that these products so this is about that only that okay once we're putting that uh using that product within the code site you want to bypass so that people can play around have the flexibility or if whatever the product groups have designed the products catalog we need to adhere to that okay this is structure and this setting is all about that reports if you're coming to the course one disable initial code sync so generally in the cpg concept i will show you also that once we uh add a quote right the code lines basically get synced with the opportunity line data because once we create an opportunity like then we create a code so that initial syncing if you want to turn it off then you can talk to this one uh default code validity generally the codes right which are created have a validity of 30 days after 30 days would be expired that again depend upon company policies how they are being designed order again orders when we convert the codes into orders right whether that would be so you want the process to be like the code should be approved and reviewed by someone in the senior management then only should we convert it so then you can enable this approved code over here you can enable allow multiple orders like for example uh some codes for example uh i have added 10 items [Music] right now but two months after i was watching the rest of the other one so you can enable the love multiples over there orders over there or the start date what is the order started so either it can be the today or i think it can be the started course started so that is the finally additional settings there are further things a little bit of technical temple triggers this manage package cpu has their own trigger and things like that so you can disable over here okay the quantity scale this is again this should be in line with the unit pricing scale right which we were seeing in that pricing also that's there these are about views how you want to see the bundle views with the wizard tab something like that and yeah i think these are the standard things over here enable large configurations they also have if you want you have 500 is a limit then you can enable that one product option then again something i would show you once we are into the code so that that would make more sense otherwise keep on blocking and go away i think this was the high level uh configuration this one okay typical configuration now tell me one thing as we installed this package right so there are certain components which came in as for example we saw the document thing there was some holders created so similarly to that there would be some other uh components also created with this packaging now can anyone tell me how i would identify that this is a package component or if it's a standard form within this installed package right we have something called as name space right so this is what tells you that okay this is the package function now and this is what helps you to segregate between different components for example if you remember in standard sales cloud there is a code right there is a contract object and within the cpq also there is a code object there is a contract how would one differentiate that this is what because i would be thinking that okay i'm adding things in the board but it's not performing how the product is designed if this is not going well how i would differentiate between these two this thing would come in handy [Music] so that means by default it is when you install a package it would come with this one this namespace everything it's not about object object is none of the components classes tables settings whatever it is everything now so uh for all this one right uh we have different modules over here like products and bundles uh happens to be one of them again there is a pricing there's a coating and within all these right there are further topics okay so for each topic right how i would do is i would maybe explain you the concept of it and then i have some hands-on guide as well which is very very very comprehensive step step right okay you can consider them so we'll go through all of this in the class itself right said okay uh for example so that you get because cpq from my personal experience you one won't understand or if it is not theoretical until and if you go and try out these things and play around yourself then only this thing and once these concepts are fitting believe me any product you can place so this additional setting i think um a lot of things might have went over the head because you might have not seen actual products but as we go through these each concept right maybe whatever the relevant settings are there i can help you to relate that so that you are aware of that okay when that setting kicks in okay and when not and that would have an influence on these so all the concepts right even uh small small things as well so this would be covered with this exercise okay and will everything will perform it on the class itself i will first walk you through the concept of how things are there what is this explain you and then once we are comfortable with that we'll do a uh exercise on this one okay all together okay so i'll just briefly touch base on different types of products in general the different product categories which are available and then we'll see into salesforce tomorrow so if i have to categorize my products so i would broadly categorize the products into let's say four categories okay first one it's a non-subscription product or i would say a perpetual product this is nothing but a one-time product for the standard products like some kind of an asset for example laptop camera okay so so these these are the things or i can say it's more of a tangible lesson so if these are like nothing but a non-substituting product because you buy it one time you don't subscriber don't pay for each and every sometime period for these products right that is one thing next comes the subscription product suppose then we have some kind of a subscription to the product you don't own that product for example let's description we have the data plans these are all we are subscribing to some of the other kind of subscriptions now again it depends what kind of subscription you have but that's a separate thing but this is what a subscription product could be third comes which is very uh i would say very in nowadays and a lot of companies are following that one it's called something called as usage-based products right and these are very um the reason because the companies are also doing and the customers are also liking this because of the value for the money for this type of product this would be for example a data plan for your mobile or your broadband right but these companies what telecom companies they offer rightly is let's say up to 2gb you are free to browse but post 2 jb you would be charging you 10 cents per per gig or whatever the unit of measurement they have right so something like that so pay as you go modern kind of thing how much if i have used 5 gb i have used that one so after 2gb i would have different slabs which which i would agree with the company previously and i have to pay for that so that is the usage-based model and finally uh in cpq world there is something called as multi-dimension mdq product okay multi-dimensional cooking product what does that mean just a quick info guys intellipaat provides salesforce online training mentored by industry experts the course link is given in the description below now let's continue with the session this would generally kick in when product we have write which would be divided into certain segments okay and these segments right single product which is divided into different segments these segments can be quarterly monthly clearly whatever it is okay how this is designed is thinking uh let's say i have purchased an office subscription okay microsoft ms office subscription uh for the first year i didn't had maybe that much of employees within my home like 12.50 [Music] [Music] again maybe it was a temporary uh search i have to get down to them so it's a multi-dimensional coding the same product with and but having a different charges in different segments for ear one i can do this one here i can do this or you can think like sometimes if you have some kind of a multi-year db site with some forms like what they do is like okay you get this one for the year one get fifty percent off we will give you but for the year two and three four there would be some kind of applause to it okay so this is one another kind of a product capable mdq product i hope is this um are these four categories here so uh again yeah so within this cpq products like primarily our focus would be more on the perpetual uh non-substitution products and the subscription products okay how these products we are configuring how once they are configured how they are putting into the codes okay how once you put them into the codes how we confirm the order how you can contract those okay again we all put some things depending on how the package is configured okay based on that contract you create some subscriptions like okay for the subscription products that we start the cycle again it is again the cpq life cycle uh which i was showing you okay okay non-subscription products these are the ones uh which which we just discussed these are like kind of an assets over here and generally these are converted into assets once they are contracted upon subscription products i was mentioning about subscription products cool um before actually we went to the next slide i wanted to showcase how these looks like within salesforce i hope you are able to see my salesforce stream so i am into my products object okay before actually i start over here we are using the standard salesforce product object there is nothing like i explained about that sbqq name species right for the cpq when we install cpq certain objects certainly they are getting installed so this is nothing but standard salesforce object there is nothing uh salesforce a cpu specific within this okay now uh coming to products now i was as i was mentioning about the subscription products as well as uh the non-subscription products right given two product records right what is an identifier like uh if you say that okay he said just tell me what is an identifier between two products how would i know that this is a subscription product or this is a perpetual product so over here there are certain attributes of products which helps us to understand that this is a subscription product or this is a non-subscription project for subscription product there are three key fields which uh helps us to identify that this is the subscription product i think yes let me just when one of the [Music] this is just a doorbell camera okay definitely this is an asset right you're not not subscribed to camera okay so this product has been configured okay again this is not a subscription product how we are defining that one there is three key fields over here one is the subscription pricing second is this subscription term and third there is a subscription type okay what does this is are okay subscription pricing over here right i'll just check manager also open it now coming to a subscription product right how does a subscription product look what is the difference this is a home security monitoring right you won't be able to have an asset for this kind of a product rather you would subscribe to the recordings of those cameras or maybe security one so this is the subscription kind of thing so how in in this product right if you see the three fields i mentioned about the subscription pricing it is a fixed price okay subscription term it's mentioned about 12 and the subscription type over here it's renewable as i mentioned right the subscription products only can be reviewed non-subscription it doesn't make sense we would renew it okay i hope everyone is okay with this okay perfect so now this subscription price right what kind of an object or what kind of attribute this is okay this is a pick list field okay i would show you when i edit this which is consisting of two options either it can be a fixed price okay or it can be a percentage of total uh percentage of total is that this basically this product doesn't have any price of its own but it would depend when it's this this kind of a product is added right it would depend on the line items we have coated together for example just to give an example definitely we'll see an example going forward but suppose monitoring security monitoring is there right it would be some percentage let's say if a camera is costing 100 okay this would be a 10 of them something like that combination okay these types of uh pricing is there right the percentage they don't have any price of its own it would be very dynamic depending upon what other line items we have added as far as okay and fixed price is nothing but a standard price percentage now next one subscription term this is a number field over here now over here we have mentioned 12 right you remember yesterday i was mentioning you about that this 12 what does this 12 means is it 12 days 12 months 12 years how is it how we would know because if this attribute doesn't tell me anything whether it's months what is the unit of me that okay it's 12 months for now if i change over there then it would become 12 days and finally there's another pick list called subscription type which consists of two values renewable and one time okay so as i mentioned the subscription products right they can be renewed okay so most of the cases this is renewable energy so that's how you differentiate between a non-subscription product and a subscription product okay so you can tell me what are the three fields over here but remember these are the three fields which would help you to segregate that okay what uh what is the difference or how would you say uh differentiate between a subscription and as well as a non-subscription okay now um a little bit of standard admin concept i just a refresher i hope you guys know it but suppose as i was mentioning right this fixed price or this prices are configured where are those prices configured right for a product so there is a price book separate object in which we maintain the prices so by default there is a standard price books and it is when you install a simple uh developer edition you get this even in the sales cpq also you have a standard price book which is giving you the list price over here okay you can have define multiple price books okay um generally people in their implementations they go by different price books like in different currencies like for example european market they would have these products costing this much in euros probably whereas in u.s market right these same prices would be configured in usds with having distance price so you can have multiple price books as well and from here you uh fetch the pricing for a given product okay whether it's a subscription product or whether it's a uh perpetual product both of them should have a price make sense okay now um tell me one thing if suppose i have to check the relationships between different objects do salesforce provides any kind of a i would say tool to check the schema okay this object is how related to this object so if somebody has to check that okay how the product object has been related to the price folks and there is a function of it called price book entry all those things can be visualized within the schema builder okay that's the easy way to figure that out okay so now we are aware of this how the products and subscription and perpetual products look we'll go through certain more attributes which are available uh only when the cpq package is in installed okay for example one of them uh is this quantity if you see over here yeah quantity control section under this quantity control section you would find there's a checkbox called quantity editable and there's a default quantity what does this mean is when you add this product to a particular code right by default this would be added with one quantity and the quantity you can edit okay let's just quickly see how is the behavior for this one looks like for example let me just open this book will navigate i i will show you the navigation steps also how from starting i was mentioning about the life cycle right that also will walk through uh but just to show you certain attributes behavior let me just clear this save it and let me just have a doorbell camera so i added this product now i was mentioning on this one what is that by default the quantity is one and the checkbox is checked so when i add this line item to code right by default the quantity game is one and i have the option as you see this pencil icon if you click on this you can edit this uh quantities as well you can edit it just click save it quantities now suppose i edit this and let me just uncheck this quantity editable format okay over here now how the behavior would look like i'll need to add this product again otherwise it won't reflect the updated uh setting so now this product i have added it again you remember i added two now this one you see got added as one but now there is a lock i key right now you can't edit these quantities so certain um this one would come handy when suppose in which we have a fixed asset availability or which we have a fixed availability right so that we don't uh over overcoat these into a product so that time we can use these kind of an attribute okay so that was one quantity editable okay intro if you see over here right on these quotes we have something called additional discount right you see this pencil icon so you see this additional discount column over here right if you click on this pencil icon there's a out of the box feature of discounting you can put in a percentage discount or you can put in an amount based discount as well okay so this is also controlled by one of the attributes that okay for a particular product you can give some discount or no just to put in governance over how these products are used by the sales right so there is a field called non-discountable okay so this um and all the cpqp's right one good thing is they have this info bubble right which would give you a quick overview that how this product would behave some are very very descriptive and if you are aware of it and sometimes so hovering over this would give you this kind of a description okay so let's just quickly see on this one also for example if i make this as non-discountable okay how this behavior let me have to add this again [Music] so this won't affect the previous ones like uh we just mentioned right so over here i have the quantity fixed because i have marked this non-editable and now over when i'm over on this additional discount it is also not right because of this attribute configuration non-discountable make sense okay thank you let's just move forward okay let me go back to my bt and we'll touch base on all the other attributes there are so many attributes sometimes even i also forget after so many years of working we are back on our uh slides so we touched based on this how this subscription products look like quantity editable non-discountable we saw that okay for the subscription products three key attributes i mentioned the subscription price okay subscription term and subscription type so any product which is having this three attributes configured that means you can say that is a subscription product okay that's how the system understands that okay next coming on to this concept i think we touched based on this about the probation but this slide is showing you about how this is looking for example i have a product called ms office 365 product subscription term is configured as one month and on the price book i have given us ten dollars right for one month is costing you ten dollars similarly i have another subscription a product called cloud storage i have configured this as for 12 months it would be costing twenty dollars now suppose these products right i use within a court which is having a subscription of 12 months okay how this would behave when i add ms office 365 right 12 months right so what would be costing cost for this one like for one month i have ten dollars right my subscription is for 12 months so 10 10 10 each month up to 12 which is making 120 correct and cloud storage i have configured that for 12 months 20 dollars only right so for all this 12 months it would be a standard flat price of 20 make sense this is basically just to show you how the proration works within the cpg and this is what again for if you say six months okay then it would be uh like this it would be sixty dollars because i have configured for one month sixty dollars and this would be half because twelve months i have configured uh for twenty dollars or half year this is again the probation multiplier okay and how this is dependent on is dependent on these two fields so that is very very crucial yesterday also as mentioned so before any cpq implementation we should be in agreement with our customers that okay what would be the term unit look like and what would be the probability procedure because once this is configured this is the whole i would say your foundation all the pricing logics could be based on this later point of time if we make any changes it would screw up the whole implementation so we should be absolutely clear okay on these parts okay moving forward so this this is basically uh telling about those three fields only how your subscription what are the three attributes the substitution price terms okay and the time now uh the percentage of total subscription product i was mentioning it about right for the subscription price we have two options as part of that pick list one is the fixed price and the second one is the percent of total subscription product what does this mean let's say i have uh for example i have product called loss and damage warranty loss and damage warranty right warranty for what kind of product it is giving right maybe there would be some category of the products right it can be multiple products also it can be one product also i don't have any kind of a price defense for this but how many products you would have i would calculate the price for this particular ndw product right as five percent of that okay so again this is a subscription product which you can see from the screen because these attributes are populated okay now over here the difference is the percentage of total the substitution price is percentage of total okay and what it is showing what percentage five percent of what type of product give me some category of the products right it's showing hardware products so all the codes in the code line right if you have added five hardware products like whatever the five hardware products is costing together i would say five percent of that would be my warranty cost is that clear and there's an example over here in the next slide you can see so for example i have added suppose this thunderbolt display okay and laserjet is my hardware product okay i have and these are these are not my hardware products configured the apple magic mouse and this latest letter whatever it is now i've added this loss and damage warranty okay how it would calculate is it would add these two okay thousand and 275 1275 and do a five percent of it because we have configured the system to have the price of this ldw product as five percent of all the hardware product okay this is the hardware product this is the hardware product and summing up these two five percent is the 63.75 make sense we'll see a quick uh and show you how in salesforce also this looks like let me just open it let's go to loss and damage product okay and i have to select one type of a product which is having the percentage of total category as hardware okay so let me see this is the hardware product let's have this move so i would configure this let's say uh this to be a hardware product okay for example this maintenance kit save it now when i go i add this maintains it over here it gave me fifty dollars right now let me add this in loss and damage [Music] this is that 10 of this one description well this should be ideally five five uh for this configuration this is a hardware category product it's uh consumed [Music] so this one it's coming up 27.50 how it is because my laser product right over here it is configured to be having 275 list price okay and my loss and damage product right what i'm asking to do is 10 of all these products 10 of 275 would be 27.5 okay is this clear okay um i'll move forward now we have covered the subscription products non-subscription products certain attributes how it looks like of the behavior we have covered how the price percentage of total fee and the fixed pricing works now i'll move to the next type of product which is called a bundle product okay just very very important and very and that this is what basically the where the cpq kicks in the added benefits comes in now bundle products are nothing as i mentioned right the if you want to sell a group of products together okay then you can create a bundle and you can sell it make sense okay i have uh when you would see your org as well right you would see bunch of products which are having a bundle but when do we say or how do i identify again my same question this product is a bundle product i can't any of these attributes can't tell me this okay there is a separate object called product options right which is a related again to product which is over here right as you keep on adding products right over here this would make your funding okay this is a product option uh this is a this object is called product option okay so for example this laser printer over here right i have seven options within fitted within this okay i have a toner tray high capacity tray letter maintenance kit and all those things right now if i add this product right here you've seen over here but let's just again go back to code once and see how these products are how this when this abundant product right how these products get look in within the code let me just go to code again by the way this they click on this edit lines right this screen which comes up we call it as qle screen port line editor screen i think this is a cpq packet screen only maybe it's a page or something like that okay so once i try to add a product let's say the funding product is a printer over here select when somebody selects this product it automatically takes me to a page in which it would give me okay uh what are the other options within this uh printer we have a toner we have a tray high capacity tray letter and all those kind of things right so this is how the behavior looks like on a quote when we add a typical bundle product okay now uh let's just try to create and show you walking through the steps that how we can create a bundle let's just try to create a new product over here let's just name our product maybe uh basic something for a family and gave it as hardware to make this is active let's just keep this as planned for now this would be uh this i don't need the subscription products to this okay okay [Music] let's say this this is my simple product creation okay so now i can't say this is a bundle product now suppose within this desktop basic product right um i need to add some more products within this right for example cpu ram and how how i would add this i would go to this option over here or you can um this is a related quick links this is the latest not latest i would say popular freezes packs they have increased the quickly in which generally um if the pages are huge right a lot of scrolling up and down so we have made it a quick thing so that people don't have to scroll up and down right or one another way is you can go to related there is a related section of options okay this is you can go over here click new okay this is a new product option right all the options you think right which is uh should be part of this bundle right text of basic package that should you keep on padding as part of this let's add one product over here this is a number field again if you hover on this it shows you sets the display order of this option within the feature it's assigned okay let's park the feature for just now okay it's just an ordering um thing this this attribute right basically starts from one one if you are putting a lower number then it would remain at the top and as you keep on increasing it would go to the bottom okay so general best practice it says you start with 10 10 20 30 this naming convention you can follow okay but there's no hard and fast tool you follow the reason being um so some products are very configurable right but for example if i put in one to this right and tomorrow there comes a product which needs to be added as part of this bundle and i want to reflect that on the top right then i don't have any option right so that's why uh most cases people try to start with 10 so that tomorrow if anything comes up right i can put 9 8 7 so that perfect from the top okay configured sku okay sku stands for stop uh in this typical sales terminology stock keeping unit like it shows you that this option is part is configured as part of what parent product right so that this attribute shows you um the parent product like for example we click from the desktop basic then we click on new it automatically populated this one and our optional package i have a lot of products let's say cpu something is there right cpu okay i have add one cpu selected and required these two fields what does this signify is when you add this product right it is automatically selected you don't need to go and select this option so this option would be if you set this flag right selected this would treat you required is that when you sell the desktop basic it is mandatory you sell this as well okay so this would be required over here he'll see bunch of configuration okay as part of this desktop package how many cp you know this cpu i7 processor how many of them uh you want to add and put the quantity over here you can mention is it editable somebody can configure this yes it can be editable or if you have a predefined bundle okay so you you don't want anyone or the sales to disturb that uh bundle then you can mark it as not quantity not double is there any minimum quantity you need to sell that you can configure okay if you don't okay that's fine minimum maximum everything this is an interesting thing what type of product option i'll come to this in a minute okay there are three this is again a pick list value there are three um types of product options component accessories and related products they have different behaviors which i'll just come to in a minute okay again this bundled what this uh flag means right this this is a bundled uh option like for example this is mean that this price for uh this would be a zero price on the code line okay the price for this product or this option right is already factored while designing the price of the parent product right otherwise it can have its own price as well i don't check this we'll see this feature as well okay um so these are the basic thing if you want to add some discount unit prices small let's just save this now there is one cpu let me just add one more over here for example 20 um [Music] let me just not select this [Music] one let me just make this as required so these are the three options i have configured now i'll show you one thing let's see how this product looks like okay i can think of one reason why it is not coming is that this product right which i have configured i have not added any price book entry and if there is no price book entry okay this product will click on the quarter so let's just go ahead and add a price at standard price let's see [Music] as soon as i added the price book for my product which i created desktop basic it started reflecting so there is a one key takeaway that all the products which we are configuring within the system it should always have a price book entry to that otherwise you won't be able to find it on the price selections cross collections when i added this it came it's already first added with this now uh let me just click on this i can okay if you remember when we were configuring the products have some permutation combination for different things okay for cpu i added it selected okay so which is already selected which means this for the hard drive i'm marked as required okay just a quick info guys intellipaat provides salesforce online training mentored by industry experts the course link is given in the description below now let's continue with the session so it's already required and there is no option to deselect it because it's a mandatory product and for this one i didn't selected anything it's kind of in and you can think of an optional product right within the bundle all those optional products can be configured this way that okay based on the demand from the customer you can select a pizza okay make sense okay let's just do one more thing i was so this is how the bundle products looks like okay i have one contact okay over here already jack rogers okay and you can believe it's a simple administrative stuff you can create a contract as well okay so generally you can use this one or create a new contact as well i won't go into that then once we have account basically the company details within this company details who is our contact that is also we know okay then the next step would be like a creation of opportunity let's go ahead and create one proportionate so let's say um when some form applies and of course you could close it something in future staging we are in prospecting stage things okay so we're here i created one proportionality over here homework line system so this is my approach indication so this is where uh i would say the lead conversion happens and we create an important question now this customer right for linkedin textiles right they might have some demand of home appliances from our firm who are dealing with this right they are interested in this so we are in a prospecting stage at this point of time so what i will do is i know that the customer is demanding these things let me just go and create a code out of it so i have one way to create this code new code button which is again out of the box nothing has been done you would see in your auth as well or you can go ahead and click new code from the related sections okay and go ahead and read code okay so um over here right i just want to say about this primary plan this is crucial there are a lot of um activities okay i won't spit out all the ones in one go but you consider that for an opportunity right for example this uh home appliance demo is it it is not necessary that within one shot my code is approved and uh customer agrees right there would be lot of two and pros between the customers and myself like my sales team that okay let's change this one some some error happened some data is incorrect whatever it is but it is a highly possibility that i can have multiple codes but remember there would be only one final code which we that would be converted to an order right and for conversion to order also within the cpq there is a validation that okay the order must be primary before you actually convert the code into an order okay so that's why uh generally you can when you start with the first one you can select this primary thing and uh else you can always go ahead and create new one and it's automatically unchecked the previous primary okay it's an out of the box from family now this is there what is my start date let's say um they want from 21st okay subscription term let's say 12 months i won't put end date it's like it's kind of an option honestly if you're putting a subscription term cpq would already calculate that you're giving a start date there's a 12 months subscription term would be end it would obviously be whatever 20th time will be 20 23 that would be only but either ways you can put an end date over here don't put in subscription that won't cause impact so with this i created my code let's just put my code okay within this code right with if you follow this flooring a lot of foods data would be pre-populated for you for example um this opportunity i have used this opportunity the portion is related to what account that is coming up over here okay a primary contact i think um it's not there but we can put it over here uh anything what was there we can have a logic build that it can suck in the primary contact for that account what was there we can use that if next thing by default code has different state statuses okay again this is a let me say standard with cpq fields okay which you can see in the object manager uh dropped approved ordered something you can it's out of the box or you can customize it again as per your coding process of the company expires on okay that's an interesting one it saves me 3 12 20 22 the 12th of march 2022 okay it populated automatically so i was saying that expiry date right it's 30 days basically this is coming to be 30 days the day is code is created the created bias suppose 10 right it's 30 days how come it is 30 days okay that i was showing you in the install packages right we have a setting on the code tab in which we can configure that okay what would be my quotes a validity default validity right 30 days so based on this this is calculating 30 days and i will also show that on the code this expires on it's a paid fee which is having this default value set based on the package setting this one that in the package if you have this q default validity not blank then you can set this value to be today plus that whatever the number i have configured with it okay so that's why it is coming 30 okay we can configure it again if you want 60 days validity by default okay or not then you can configure there are other fields on this one and our pricing fees and all okay address information yeah so this is again out of the box capability you have built two addresses and shipped to addresses okay honestly it depends like how how the business of your customer is that there's sometimes cases that the customers we are shipping to is the same as shipping and the billing address is same if it's a different one definitely we should have some kind of a logic or segregation that uh or maybe some kind of a record type introduction within the conflict this is my billing account and this is my shipping account so that ways we can have that sorted in case the address is different otherwise out of the box is the game when we use any account over here on the code it fetches those accounts details over here okay so this is basically my code okay [Music] so over here um a quick view this is a field over it shows that okay in any how many line items you have added to this particular code and this code is how long has been open okay so let's just quickly add i would show you one um subscription and let's say add couple of normal subscription when we first time add any code it would ask you to choose a price book okay since we have only one thing let's just save it let's add some more descriptions [Music] so this code right my code which i've created i've created one um camera which is again a perpetual product not a subscription based product i've added i mean a bell durable camera which is again an acid not a subscription product and this home security monitoring which we saw right uh it is a subscription product okay so if i have added all the start dates in subscription term everything is there right now let me just save it so assuming that okay my customer and says that both agree on this then we can go ahead and confirm this code right basically what to do back information i mean that we can uh create order out of it okay angle before this creation of order right i was also mentioning about the branding and documents right we also have the box i think there should be one template available let's just see what a code document creation right you can have standard content okay and some branding elements like the company logo or something you can add to it if you think there is only one which we can go ahead and use that and see even this is basically a pdf document which helps you to represent your sales yes there is one something like this kind of a documentary this is totally customizable for example salesforce they have added their logo this is the proposal code i think this is the bill to address maybe the dates the court date this is the court date this is expiration on date okay and yes there is one page which would depict my uh my the products which i've added and i think there is already one logic over here about the one time in the subscription part maybe based on the product category they are segregating already so this is my one time product for example the digital camera this is the price what is the quantity okay and this is my doorbell camera durable camera comes up with this hardware uh sorry this is a these both to our hardware products hardware subtotal is like this and again this is a sd card we added is part of the digital camera so this one is miscellaneous type of product family so this is 20 dollars overall this much is this the subscription product is costing 200 so like that we can have and this sport document can consist of your company's tnc's okay in different languages i think this is how they have been added some kind of a signature mechanism at the end so it looks more of a formal kind of a document right instead people or companies earlier before i would say i was mentioning about you about the document challenges right so people might add some language on their own or something like that but now i have a standard content which all the course all the sales people they would be using okay and all and it's as per as per the company's policies all the tnc's that we added over here so this helps you to design or address those challenges okay and think you can mention the paper size different countries they have different uh paper sizes also to be used so they have considered this and you remember when we were seeing the cpq package i was mentioning about the languages also there was a setting if you enable that setting you can have these documents generated in different languages okay so let's go ahead now this document is there it's agreed everyone is okay let's go ahead and create an order okay the next step how can do is there's a check box okay out of this uh product they provide this check box select this check box to automatically create an order from this code if this is a primary mention over here that only a primary quote right which is there it can be unlocked let me go ahead and click order over here so i have one order record created over here if you see in the related list this is the contact record created so mostly in the order record all the details which we have captured is part of the code right it gets copied see what are the account details status start date whatever we have mentioned everything what is the quote amount everything comes over here okay now um there are two things on this one so once this order is order is confirmed basically means that okay we both are agree and the company who is selling their services are good they confirm that okay your order is now we need to contract this as well this order right that there should be a contract between uh the customer and the companies how that is happening uh again i'll just show you one more thing all the four products which we added as part of the code line right everything comes this part of the order products we don't have any contracts anything but here as of now the first and foremost thing before we actually order is there and still it is in draft status right once things still uh i would say not finalized or then kind of an end of uh it's at that end of the tunnel before actually it starts uh it's finalizes there are two things over here one is a contracted fee just to create a contract out of it okay and contracting method what is a contracting method over here it's again a picklist which is having two values in cases where we have the subscription products added to the code which would be having different dates like let's say if i'm doing it for 12 months right now uh maybe i don't need uh some products i've added just not immediately maybe but after six months like that okay so this these two configurations would help that how many contracts can be created okay so let's go by the default one for now okay and click on this contracted checkbox once i click on this contracted checkbox there would be a contract object okay which would be created okay before actually we create an odd contract we need to activate this order uh we're seeing the final step right of getting order is like before actually we generate a contract this is the final stage we create and activate this order that okay this is done and the activated date is captured by who activated it that's also done see there should be contract generated sometimes it takes some few seconds to generate peace okay now meanwhile okay i didn't see it okay let me just contract it remember one thing contract if you put a contract right contract would only be created for a subscription product because this contract right again later point of time you would be uh going back to the customer that okay you subscribe to our services so and so okay but you are about to end your subscription do you want to renew it or maybe you want to make some changes to that so in cpq the contract is created only and only for the subscription part then you would ask me what would happen about that one-time products what we are doing how we are how i would know that okay this customer like for linkedin textile they bought two digital cameras also for me how the system is not tracking this one contract is not consisting of this then i would respond to you that okay yes the contract is only consisting of the subscription products okay but the non-subscription products are tracked as something called as asset okay then we contract an order right all those subscription products get added as part of the contract and all those non-subscription products they get added as part of the assets okay now you see within this contract right again all the things comes from the quotes to orders and orders to contract the transfer the account number okay status is by default draft contract started is nothing but the code started we added over there okay we added a contract month of 12 months so it is calculating 12 months from the start date which is ending on this 2023 uh what else we have the contracts are it is linked to the opportunity which opportunity is there which quote was converted which order was converted okay the price book basically which was used by contracting this opportunity that's also added over here i think yes these are the information which came by over here and now if you see this contract right as i mentioned in our code i added only one subscription product the home security monitoring that's why as part of this contract they created one item only as part of the subscription which is this home security monitoring which is the court line all this getting tracked that okay this is related to what contract type start date what is the price of multipliers quantities everything is getting tracked over here okay and how about this one non-subscription product okay this i can see on account as well if you go on this account right you see this account right i have one order okay which is just now replaced one active contract over here one subscription and three assets you remember on our code line right there were four line items added so three were non-subscription products so that's why it is captured as assets okay and the subscription products they are captured as subscriptions so once this contract is created it is activated again after this one what is happening generally the i would say best case would be nothing customer is not asking for anything okay but as soon as this contract ends right maybe we have some kind of a automation configured or designed within our system which uh finite which alerts the sales particularly says that who has contracted this created or who is dealing with this particular account right that your customers contract is coming to an end better to check it and see if they want to renew it something like that okay so that is a renewal process from a contract will not go on this session on this one but again that is there or if there is a i would say some customers come back right and they ask that within the contract within this duration they say that okay he uh i opted only for one security monitoring product from you but i have a demand for three more can this uh amend a contract to add the additional three as well yes we can do we have an amendment functionality okay so that would also basically amend this contract add those additional uh products which they have added within this same contract okay so that's how the entire cpq life cycle which i was showing you right how completion of the portion depots orders contracts then we can do amendments or renewals and again renewals if you're doing it you'll again do it with having at any one of the personalities so um yeah again it's the same cycle renewable opportunity code what are the products they are wanted and going this circle continues okay so now is it clear that what this product does that is all about how you design your boating life cycle like what are the different stages you want to see on your quotes okay so um then uh the next type of product right another type of product like subscription and this one is right the next type is a product bundle right bundle is nothing as the name suggests right the collection of the products offered together right the products which generally are sold together those are like bundle now um it might vary some bundles are pre-configured okay so you need to sell them as is okay in some bundles you can have it some kind of a configuration as well it can we can call it as customizable or configuration bundle and third type of a bundle i would say is a nested bundle a bundle within a bundle okay so just to uh give you an example right uh what is a bundle like for example a laptop is sold with a charger hard drive okay processor okay so these are all individual items okay which are sold together as part of a laptop bundle right and what why bundles right generally why the companies opt for bundle nowadays uh why is that because it helps you to facilitate some special pricing right for example i gave an example about how um when you buy a phone right when you buy a phone a charger comes free of cost in that box itself right otherwise you have to pay separately for it or maybe um another example could be like if you're buying a tv let's say http 44 434 inches and when you buy a playstation along it you can get an offer of 30 off on that right so the bundling helps to facilitate price sell more okay so that's why it is more a preferred mechanism of selling nowadays okay um i think let's see over here what do we have this is the reason um bundles it's what it's a what i mentioned a collection of products that are sold together okay example these are the bundles and why this one it's help you to enforce business logics like the products which are generally required within a product or maybe uh you when you're selecting some products within this one right you can enforce um rules such as that okay minimum of this one category of this cpu for example should be there in a laptop okay but uh for example uh this one left a bag can be an optional product okay something something like that um this is some example which they have given over here like for example a macbook pro in which you can have it's a bundle product basically consisting of cpu ram and hard drive and similarly a professional pack which is also consisting some of the products within it okay uh let's just show let me just show you in salesforce let's just recapitulate again this one so we created one product okay for example a desktop basic product okay and now um in order to make it as a bundle product right what we did is we introduced you to a special object called uh options okay the api name of this is called product options generally we call it as product options okay so as soon as within a product right in any product consists of an option this product automatically behaves like a bundle product okay so for example i as part of this option right i added cpu ram and hard drive okay and uh now when then i think show this uh yeah i remember one thing more that when we added this product it was not initially showing up on the coat line screen you remember then what we discussed that in order to display the products so there was no price book so if there is no price book then the product won't be available uh on the code line screen even if the product enter is zero but there should be one price book entry okay so uh if we add this product so you get this kind of a configuration screen that okay this product is fitted with what kind of connection okay so this is um a bundle okay now let's just deep dive into this further like um for example let's say so it can be this way that okay i have added standard one cpu and one ssd okay and also i think i have shown you about this selected and required also right in the given option if it is selected by default it is selected then uh already let's just go to this product this this screen by the way guys is called as product configuration screen we're gonna see the screen a lot okay when i refer this product configuration screen i will be referring this type of a screen okay so suppose this is a uh this is my bundle and within this three packages are there three products options are there so one first one by default why it is selected because i didn't do anything it's just because i have marked this selected flag as true over here okay that's the reason it's got selected the second one ram 8gb it's neither selected nor required so that's why it's nothing is happening over here and the third one right the hard drive and marked it as required so this product is automatically selected and you can't uncheck it because it's a required thing right so this is to place some kind of a governance and we don't have a product mix mismatch okay when we are coating those things so such kind of a government this things helps in such kind of governance okay uh quantity is a similar over there next um number field okay this is what i was mentioning about how the display order of these uh products okay the cpu is displayed over here first ram is second and ssd 2512 as third right so let's say um let me for example add one more product to it and i'll name it as 20 or maybe i have 20 let me just name it as 11 okay and i will add another category of product sequencing what i have added is my 7 let me add some more high five let me add it okay i will just add it nothing so i have added this okay though it's displaying over here as last but when i go over here right and try to re-add this product yes so you see that i have added the number as 11 so first it is eating display this one second is this one third is this one and fourth is this one okay that's how it has been that is the significance of this number now okay what we can do is now further to this let's this is a very very very basic what is it called a bundle okay now this bundle is right it's not sometimes very uh like this a small package right it is a huge catalog of things you can see right for example a laptop right for example a desktop basic which is the example which we are seeing over here it can consist of or it is a configurable desktop you can configure right i would have three four variants of cp cpu three four variants of rams three four variants of heart array okay so now this this view is fine but we can enhance this view right there can be it would be great that if i can have a logical separation between these three entities like which are different different different entities for example one item is cpu item right in that blog i go and i can choose that okay this cpu i want okay now second one i go in the ram then these are three variants available uh that works with this texture that is there and then it can be similar for the hard drive okay so i would introduce you to a concept called as features over here okay how this looks like so um i was mentioning you about another feature called as for features another feature called feature what does this do is like if i have to group my options let's say if for example let me add couple of this variety to cpus let me add one variant of ram and one variant of um this one d1 i've already added let's see okay okay so now over here you can go to this reconfigure screen i have all my options whatever added okay but it doesn't look good right it's it's not kind of a good ui these are not i have to go through or maybe if you see think of this a huge catalog right it's very hard to read how to add things so it would be good if i can have that kind of a logical grouping right how those logical grouping happens on the product itself right like we went to options right there is another related list called features okay this is nothing but uh just grouping of the options in which a bundle right has lot of options it's better that we have a grouping of options so let's create a feature over here let's say one feature would be my cpus uh i have another interesting thing like if i have some kind of a requirement that okay with any desktop which i'm selling out right should have at least one cp then i can set this min option to be one okay so what this means is like when this bundle is added to the code sales has to choose one option for it okay max is uh if you want to say that okay this is the maximum limit if don't then okay there is nothing like that okay number again it's the same thing the order in which these features would be displayed okay so let's again put 10 across this which is the configured queue it's for this one product desktop okay cpu one is there one feature let me put ram also that would be my second feature and third feature would be my ssd now i've created this feature but i'm yet to group these options right like which which option is belonging to which feature i haven't done that configuration yet okay that i can i have i have to do by going again back to the options over here clicking in that click on this po numbers just a quick info guys intellipaat provides salesforce online training mentored by industry experts the course link is given in the description below now let's continue with the session over here there is a field called features okay you can say that okay this option i have added would come under this category cpu category see now how it looks like so cpu all club together since i've added one minimum quantity is one right so it's showing me choose at least one one of the following similarly for the ram okay so now if suppose i try to save this one right you see for cpu i've already selected one for hard drive there is one required but i am there is nothing what if i try to say you could show me one validation that okay desktop basic too few options selected in ram which means that i have to select at least okay right comparatively to how it was looking earlier so this is the reason um these choose at least one selection would come up and again there are options over here at the feature level that you can select maximum if you put and again this 10 20 30 is the order in which this features would be displayed okay now this is one view okay let me just introduce you to one another field called as option layout okay so you see this screens over here right one two three there is this another pick list and cpq offers one another view of tabs okay if i select this okay let's see how the behavior of this position see rather than sections i have in tabs over here the cpu is screen first ram then this is just a ui thing nothing same features just how the view is there okay and another value for this would be the wizard what does this looks like same thing but we have this pagination over here okay first screen second screen and third screen like that you won't be able to go this way okay so that's a that's a ui thing page option layout okay now another field i would like to show you is about this uh option selection method okay this one i have bunch of one okay so over here right you see another section just another attribute just below this this is an option selection method right basically how you want to select the option just see this this is again a biggest value and there are two values in this either it's a click or it's an ad okay so when it's a click right you get this kind of a check boxes over there to select things okay this kind of a box but if you have an ad right you won't have um these options displayed right away like this you have to click a button and then you would be able to sell it okay the reason actually i have why open this particular example is because this one is there um over here one thing let me show you this field right the uh the option selection available available both on the product level basically the bundle level or the feature level as well and whenever you have whenever you have anything on the feature level right it would always overwrite whatever is it there on the bundle level okay so for example see my 13 inch laptop over here okay this 13 13-inch laptop it has a section-wise layout okay and the option selection method is click so okay fine it's there click you would see then how about this add-ons right what's there in this add-ons this is a add-on now this is my ad option the option selection mission is add i'll show you where i have done this over here you see features right there are four features processor memory storage and add-ons let's go to add-on and an add-on right again as i mentioned right this option is available on the product level basically bundle for the feature now feature level i have turned it to add again same only click and add two options and there is a dynamic also for dynamic bundle but same options over here okay so i've selected add over here so how this ui looks like is this way that okay these are options available in section wise okay and the add-ons right i have not displayed it like this rather one has to click the options and select that object so this is uh the difference between this one these two attributes on the product option layout and as well as the options now an interesting piece would be since this is a pick list right so can there be two values selected of a picklist at a time now suppose i get a requirement that hey would it be better that some things i get in a section view and some things in a tab view while on when this bundle is there like would that be possible if some some requirement business requirement i'm generally uh can can i get a both best of the both worlds together section in a tab view so if this comes in right then the answer would be yes and how that's i'm gonna explain at least you understood my requirement that what what is my ask so getting a screen a section and a tab view in a single bundle how is it possible then it is possible via a feature okay on the feature feature object what is that it is called this one category if you see over and read this info bubble right assign this feature to a category such that multiple features with related options are grouped together okay uh what would be the use case uh standard use case would be like for example you can say that while configuring a bundle right yeah definitely i have cpu ram and all this but these are essential thing right it can can i say that this is like adding one one abstract layer on top of it is that okay for a bundle what are the essential things i want to display that in one screen and the others are add-ons or whatever it is another tab like that right if i have that kind of a use case then let's say i will what i will do is add these all the features which are essentials consider as essentials right sorry i have added one essential key over here in your box you would see standard hardware and software but it's nothing but it's a pick picklist value and you know how to add a value in a quick list okay i won't go but let me know in case you still want to see okay so i'll configure this processor as an essential thing that can i'll say memory is also my essential thing but my add-ons i would not say that is an essential thing okay that's an added feature so this three i have categorized essentials now let's see if i go under this code and you see on there it's section only i haven't changed anything but there are two tabs to this so i have a tab view as well as a section within the stack i can say that all my essential processor memory and all these are all essential items others i have add-ons okay you had it or not and it's a optional thing for laptop which is an essential thing non-essential thing that is one level then further segregating if you say further branching out essential that okay what are the essential items processors memories and storage further branching this processing processor okay which are the processors cpu is i7 uh i3 in memory for the branching of that one which memory gives okay 8 16 28 whatever it is right like that you can see you want to imagine as a tree structure right so if you want to have both views without changing this one um what do you say this layout that is possible one more interesting thing i want to show you okay over here right now you see one difference that in process you get a radio button whereas in memory you get a checkbox and the reason being can anybody guess so in here what i'm saying memory that okay one option is minimum fine but there's no limit to max option so that's why i can select multiple things whereas in my processor i'm saying that okay one option is minimum but you can select at max one so that means ultimately you can select only one option and in one option it's better to have a radio button so that's also one thing like if we have some kind of requirement that where we want to enforce one kind of this kind of selection then we can use this and i think i also mentioned about the feature level uh option selection method would overwrite the parent bundle selection method which we have seen that okay over here it was clicked whereas in the feature an add-on feature i have added is add right so when i'm displaying add this is getting a button rather than the clip okay so let's go back to my cool okay now on the product okay which we will see right now what i was doing is that when i was adding a bundle product i had to always go and click on the trench icon right i was not automatically when i had the product getting that product configurator screen right i have to click one extra click right so that is also one okay that is also one way and the reason being why it was happening is because there are two fields on the product which is a configuration event and a configuration type so as of now we didn't focus much on this okay it was by default none so that's why this is the default setting if you click on this select id pro back then it would it automatically added i used to click on this range icon and then this kind of used to come okay now let's say i don't have um this is not a good view like okay when i want my sales rep and they were they're adding a product to codeline they should first land into the product configurator scheme instead of directly going to the codeline view because they should be able to configure things right this is an extra screen for that so in that case we have bunch of this this is again um picklist the configuration type it's a pick list and even it's a i think it's the dependent list okay i think i hope you guys are aware of a dependent list what it is so on configuration type there are three values allowed disabled and one is required okay and under allowed we have three events edit into edit save or in all ways something like that and in required it's always always required is always with the event as always and um type disabled is having all this like that so let's see the first option if my configuration type is allowed and my configuration event is edit right then what would happen if suppose my on this one laptop assuming my laptop is having this configuration and click on add products okay i t pro pack or whatever my laptop select this it would directly land for me over here and have to click on this range icon why because my configuration i'm saying it's allowed but event is edit it it means basically you have to go into the edit line uh edit line screen edit line header screen and then click on this line check that's how it is a behavior to this okay now always configuration event always if i'm saying it's allowed again always then what is the behavior add products pro pack selected then it would directly land you to the configurator screen it won't go to that edit line okay third okay they have come with this okay now they did it next one is a disabled one disabled as name suggest right you would be having any kind of a configuration ability so this one generally happens in case of the static or predefined bandwidth right that was mentioning so in which companies they say that okay says doesn't we want don't want to see to touch our products whatever we have configured they just have to sell that as it is in this way uh you can see always that it is disabled you won't see that if you add this there is no wrench icon to reconfigure things we have to use it as a best disabled is this yeah there is one another event allowed goes with three options okay again i'll repeat myself edit always and we have seen edit that we have added the product it would directly go to a deadline screen okay reconfigure then always is directly landing up to that product configuration screen reconfigure selected then you would land up with this configuration product configurator screen but on the edit lines this range on the edit lines there is no wrench like it what it means is only the first time you are loading the product and you can configure it but once it is added to the port line you can't reconfigure it okay and third one third category of configuration type is required okay this is always this always goes with always only uh configuration is always there is no other combination the combination exists only for allah claudius how is the behavior in this case if you add product okay select this pro pack select it then it would take you to this configurator screen it's similar to i think allowed always i would say similar exactly similar but basically every time required means that every time your product is added you need to configure it so one has one is required to configure that okay so this is a quick summary table okay these are the two these are the few options on the configuration type on the configuration event these are the options dependent values so as i was mentioning with allow always goes with three values edit always and add okay then there is required which always goes always and disabled which always goes with all this this is the combination of this what are the things over here show configuration initially none uh this is this is what we have been seeing right we are not seeing the configuration screen initially we need to click on the trench icon then with allowed and edit combination it shows me no right because i mentioned it edit means code line editor you come click on the trench icon then you go to that configuration screen product configuration screen cloud always is always you would see okay whenever you select a bundle product you are required to basically choose a configuration disabled means no configuration allowed add yes initially it would give you required always yes the same so this required always and not all this just think of this both the same that's why they have kept this combination together then the next category added to qld automatically none yes we have seen okay uh allowed edit option yes we have seen allowed always no it's not added automatically right we have to go via the product configurator screen correct disable then it is definitely added to cole because there is no scope of configuration within this then we have this cloud add cloud adding it is not automatically added right we have to go via the configurator screen and required yes again it's not automatic yet coming to the last this one activity ability to add to reconfigure from qle okay yes when we have seen this none and none right that's what we have been seeing full time yes allowed edit is that edit means nothing but actually yes definitely allowed always yes definitely disabled no no there's no scope of configuration reconfiguration so that's why no allowed ad in allowed ad you remember the p code with one uh screen only the basically when we add product there's a product initiator screen okay once you go there is no option to reconfigure this and required always is yes you can do the reconfiguration uh some notes over they have mentioned that okay none in this default thing okay this one same as because all these options are same allowed always i would say this yes the product or the company which has a huge catalog and they are dealing with more of a um configurable bundles or i would say nested bundles generally generally in most of the implementations i've seen that it is always allowed always okay disabled always only in which you have the predefined bundles okay that's why you know where people they don't want the sales to touch those bundles on the quote line allowed and it's not oftenly used which i agree okay and required all uh required always is always the same like both of them they believe okay okay so that's the allowed always simplest this is same how the required always works how this is a nested bundle let me show you that see this product is it grow back okay now within this bundle means firstly first thing i would say okay i have options within this so definitely it's about now why nested one lmg because it is consisting of a laptop and laptop again is having an option okay so that's why i would say that this i t pro pack is a nested one okay now let's see how this looks like you nested one we've seen a bundle let's see how nest funding works let me go ahead and add id okay 80 pro pack again i have added some features this is computer printing accessories okay same choose one this is again with the taxes now over here right let's select computers right within this i have an option laptop as soon as i select this there's a wrench i can do this but this is wrench i can again would take me to the next level of how to configure the laptop so you see the behavior that okay from your pro pack that was a bundle i added and within that bundle one of the option was laptop which again i can record that's why i'm calling it as a nested bundle if i suppose um just to let you know if i save it showing two key values because i haven't selected it i can do that because it's again on the feature level right this is nothing but on the feature i will post min max that's it so um let's just quickly see this how the required one also looks like or let's see yep suppose this one i t profile let's just disable this what would happen okay now there is no configuration within this you can't configure anything okay the trench icon is not coming because i'm done this is only um um only only when all the configurations are done otherwise if something validations or some product tools are defined okay then which might be happening anyone and one sales rep or whoever is creating the codes right they won't be able to reconfigure them then they would face a lot of weird errors so most of the cases um it is all loud always in which uh definitely the catalog of the company this one nothing we have seen by again i required always as i mentioned it works as loud always if i try saving it here too few configurations two options selected in options over here okay let's go with this let me select anything over here but suppose one scenario over here it's asking me required right but let's say i have a processor okay it has same validation like this memory you choose at least one and i haven't marked anything just selectable over here by default selected then this is gonna ask me to go ahead and select that memory also like that for the required thing you need to ensure all the all the nested components of the next bundle right they are required they are configured correctly okay um i hope this is clear i won't go into the other options right you are clear about that always i had an edit what are the different behaviors let's discuss the summary slide let's go to features okay i've already explained how what is the feature basically grouping of the options together see what's there over here products funding defined but this one these are some fields we are asking this product to separate this option what are the different different options within this categories of the options if you have a bunch of options right in categories like we saw from cpu ram option constraint is definitely we do have which i'm gonna cover in the thing let's see it covers today one meter um what basically there's nothing is that uh you can have some kind of a constraints on the options for example you can there is no point of selecting two two hard drives right suppose you know in a feature of hard drives you have three combinations let's say 100 gb 200 clicks and 300 kicks right so you whatever your need as per your only basis you will select either of them right not at hand i want 100 also also that that nobody would do so in that case maybe we can have that okay if you are selecting one of them let me disable the other ones so that is an option constraint and i'll cover that in later part but just to give you an overview that your water is constrained it's like constraining the options but sometimes it happens that okay if you're selecting one option uh you need to have one parent option as well otherwise there is no point absolute option so that kind of things one feature some fields they mention about that name okay name i think we saw this that name number number i was mentioning about the order in which the features are displayed right generally recommended practice i would say extend start with 10 20 30 so that in later we have some areas or some numbers in between two had in between right but if you go with one two three then a lot of record we need to touch touch in order to accommodate the model which the business is demanding for so that is number configured sql is nothing but the bundle product okay if you're creating um definitely from a bundle product this feature is right automatically these feeds are populated this is nothing but a looper if you see the data model of this feature object with the product object right you would see that just the look of things standard main and max options that what we discussed minimum is that within this feature you need to select one one of those options in maximum you need to select this is the maximum limit you can select as part of this feature list okay i hope this is clear with everyone no questions okay let me just hold this over here this mentioning understand how the number field controls the feature order this we discussed understand how the min max control the user experience setting max one will display yes i showed you this behavior right if it's max one the buttons turned into a radio button because we can only select one option okay uh product options let's see this what's there in product options okay um option fields product option is nothing but we tried configuring right what on the click on the desktop uh basic also we tried adding things and laptop also we saw that we have ram cpu and all those are the things with options right now there are some option fields over there optional sql is nothing but the lookup to the optional skew that would be added part of the parent finder so generally in which uh basically in if when if you go to that related section right in the option click on new we by default it would select the configured squ and the optional sq is nothing but you need to add what what do you want the option product to be added as part of this so for example laptop shift going and trying to add an option to this you would go to that related section in options click on new the laptop is already added as part of the configured skill remember the configured skew is always the bundled product parent bundle product okay an optional skew is the what is the option you are selling within those with that bundle right for example laptop option would be cpu graphic card okay so anything like that would be optional escape and optional sku is also a product okay you need to create a standalone product record this is lookup so basically it needs a record id of the product configuration system okay so that is nothing but optional sql because this configured sql and option sql you would see a lot of lot of objects also other objects are also there so remember configured is always the patent and optional is always the child within that bundled this is a check box what this indicate the product also he had this this i was mentioning that if you select this check box on the option field what it will mean is that this is a related process bundle within the main product and one more thing is that this doesn't have a price associated to this okay that price would be factored within the parent price okay and it on the code line if you're adding this it would always reflect as zero if you select this bundle required again as a name suggest it's simple that if you require this option to be configured within the product then this is a required selected which again we saw that if we want the parent bundle and we are saying that okay when we select this by default select this option right that is the selected chip now type option type i think we were seeing this when i was waiting for this slide to occur so there are three things okay now you have seen that how you can configure the options within the parent bundle right but there are different behaviors also within a bundle right some products can be uh i would say part of the product some can be i would say an optional thing or maybe in the cross selling products as well okay so generally the cross selling product i would say would come under the related productivity let's see this one by one component there are it's again a picklist option on type is a pick list first type is a component what does this mean choose if this option including quantity is dependent on its parent and the quantity should be multiplied by the quantity of the bundle so for example a laptop is there you would have a cpu within this cpu i would categorize that as a component if i'm ordering two laptops so that means definitely there would be two cpus within that right if i'm watching 10 laptops so then automatically so i know that cpu is a component and when this option is configured with the type is component its quantity also varies with the parents quantity like one parent quantity so one component two parent count two quantity of the parent parent bundle so the two quantity of the option also okay then the next type is the accessory choose if this option is dependent on the parent but the quantity is independent for example when a user enters enter the quantity for the product option it will remain same even if the quantity of the bundle changes right it's just the uh negation of what the component was doing like like i was mentioning in the component the quantity would vary or depend on how the variance quantities are going on accessories it's it's our total output it won't vary third is a related product okay this is generally i would say category is more of a cross selling uh for absenting options for a given bundle right it has nothing to do with as part of the main components of the money but yeah people generally go with this that kind of thing okay so choose if this option is related but fully independent product use for cross sell or upsell product options that user can add to the bundle yet control the quantity independent okay so you see this is the most limited option i would say uh then slowly that limitation is overcoming by uh relaxing the quantity constraint which this component had and this one is totally totally free okay and the final is none which if it's if not populating anything by default it goes to the component okay we'll see an example i think uh i know it won't come the first shot but yes then again uh there's another field of options percentage of total scope this is nothing against list value what it is telling you that uh how the dynamic subscription determines the product set if you want to further restrict the percentage of total calculations this is again related to the percentage of total calculations how it is there so if you're saying if you're selecting package so basically it would select it would look into the entire package bundle that okay whatever the criteria needs just a quick info guys intellipaat provides salesforce online training mentored by industry experts the course link is given in the description below now let's continue with the session it would do the percentage of all the products which categories means components is only the siblings component it doesn't have to be the parent bundle okay and both is like both component as well as the packaging so because this both are independent it's only uh the parent not its component and this is only the component not just parent so both so that's fine let's go with this this component accessory and the later okay coming back to this so they have given an option that okay there's a macbook pro often types of that for example a 2.2 gigahertz processor this is nothing but cpu as was mentioning that if it's component relationship to quantity is proportional then behavior of these are like quantity editable in the code line no because why it is proportional because it would depend on the parent quantity if you are adding one then it would become one it's more than five from five okay the next one accessory accessory is again i was saying that dependent on the parent yes but the quantity relationship is independent like parent can have five but accessory it can be one okay there's no uh relation direct proportion between the parent quantity and this quantity quantity editable this one is also not there okay i would say warranty that's an example and the related product is like if you're buying macbook pro then you can opt for a microsoft subscription okay it doesn't have to do it's not one of the critical parts of that parent bundle but nice to have based on the necessity okay so really this is not functionally dependent it's totally independent everything is open over here okay just to i think give you an example i think they have this also okay so uh you see this screen right uh over here what they have added they've added this id pro pack okay within this id pro pack there is a this macbook pro within this macbook pro again there are three components cpu ram and hardware okay so this component the cpu ram and hard drive it's a crucial part of a laptop right so that's why they have configured as component okay and you see this one also right over here included the list price this unit price this you remember that in one of the option fields i was mentioning about you the bundle thing okay if you want me to go back you can go back again here okay you see this option field bundle okay if on the option this is true okay this is how it reflects on the port line so basically it is saying that okay i don't have a price of it but when macbook pro is like 1500 within this 1500 i have already accounted for these three options okay so that's why this included comes only when that bundle checkbox is true now uh coming back to the second category of the option type accessory warranty okay and the finally how this related product is there now uh next slide what they have done is they have changed the macbook pro quantity to three okay so by default i was mentioning right this component is crucial like it's proportional to a proportional comp option component quantity is proportional to the parent quantity right so if i have turned this as 3 by default this would be three because you think right it logically makes sense right i why i would have two macbook pro and only three one gpu can a laptop exist without without a cpu no right so that's why it is designed this but the warranty i think accessory was warranty right so i i don't have any dependency on that if it's three let it be one i it is my choice right i want to just have coverage only for one of the laptops not another two there's no harm my product should be functionally working and finally this office subscription that doesn't have to do anything it's just a related product okay uh next they have shown over here is that independent of the abundant quantity and finally the related product i independent on the one quantity free to it okay so only restriction on the accessory is about the editing of the quantity you won't be able to edit the quantities okay but the quantity is independent and related is total okay so for it profile let's see 10 options i have some things configured okay some are components some are accessories some uh related products okay let's start with this because this is not a listed then we'll google nested also for starters to [Music] [Music] okay so over here i have added a laptop okay within this my i7 on the laptop's quantity is one everything is one for me let's just change okay see my ram was um what do you say component type which you can see over here i am taking this component type okay that's why it is turned into five but cpu two point eight five seven eight seven one i have configured this as accessible right so that's why it is not directly prorated to the quantity of this but there was a limitation right i was explaining i explained you the quantity is not editable over here and finally my heart running it's a related product which is like no relation to this parent bundle you can feel free to play with this there is nothing okay and yes i this was also one of the questions right you've seen ram is included over here i believe on the ramp this the bundle check box is checked yes this one is checked this one since this is checked so it won't have a price included but rest others are included on this okay just a quick info guys intellipaat provides salesforce online training mentored by industry experts the course link is given in the description below you