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Bundle Configuration Use Cases

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Bundle Configuration Use Cases

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This article includes examples of different product bundling options in Salesforce product catalog to support bundling in the quoting process.

Use Case 1:  Create a Simple Bundle

In this use case, you will create a simple product bundle that contains the two included products as structured below.

  1. Create the bundle and included products, their rate plans, and charges.
    See Create and Manage Products for more information about the product fields.
    1. In the Products tab, click New to create a bundle product with the following field values.
      •  Name: Road Crusader Bundle
      •  Type: Bundle
    2. Create a product rate plan and a charge for Road Crusader Bundle.
      See Create Product Rate Plans and Create Rate Plan Charges and Tiers for creating product rate plans and charges.
    3. Create the first product to be included in Road Crusader Bundle.
      • Name: Vehicle Diagnostics
      • Type: Standalone
    4. Create the second product to be included in Road Crusader Bundle.
      • Name: Roadside Assistance
      • Type: Standalone
    5. The Vehicle Diagnostics and Roadside Assistance products cannot have its own rate plan when associated as part of the Bundle.
  2. Create product options to associate the bundle with the included products.
    See Create Product Option Groups and Options for detail information about the Option Type values.
    1. On the Road Crusader Bundle product page, create the first product option to associate Road Crusader Bundle and Vehicle Diagnostics. Specify the following field values.
      • Product Option Name: Vehicle Diagnostics Option
      • Option Type: Included
      • Product: Vehicle Diagnostics
    2. Create the second product option to associate Road Crusader Bundle and Roadside Assistance. Specify the following field values:
      • Product Option Name: Roadside Assistance Option
      • Option Type: Included
      • Product: Roadside Assistance

Use Case 2: Create a Base and Add On Product Relationship

In this use case, you will create a base product with two add-on products as structured below.

  1. Create the base and add-on products along with their rate plans and charges.
    See Create and Manage Products for more information about the product fields.
    1. In the Products tab, click New to create the base product with the following field values.
      • Name: Music Lover Package
      • Type: Standalone
      • Category: Base Products
    2. Create a product rate plan and a charge for Music Lover Package.
    3. Create the first add-on product with the following field values.
      • Name: Music Stream Service 1
      • Type: Standalone
      • Category: Add On Services
    4. Create a product rate plan and a charge for Music Stream Service 1.
    5. Create the second add-on product with the following field values.
      • Name: Music Stream Service 2
      • Type: Standalone
      • Category: Add On Services
    6. Create a product rate plan and a charge for Music Stream Service 2.
  2. Create a Product Option Group under Music Lover Package.
    1. On the Products list, open Music Lover Package.
    2. Click New Product Option Group.
    3. Specify the following field values for the new product option group.
      See Create Product Option Groups for the information about the Min Option and Max Option.
  3. Create two product options under the Music Services product option group.
    1. On the Product Detail page of Music Lover Package, click the Music Services product option group.
    2. Create the first product option with the following field values.
      See Create Product Options for detail information about the Option Type values.
      • Product Option Name: Music Stream Service 1 Option
      • Root Product: Music Lover Package
      • Product: Music Stream Service 1
      • Option Type: Optional
    3. Create the second product option with the following field values.
      • Product Option Name: Music Stream Service 2 Option
      • Root Product: Music Lover Package
      • Product: Music Stream Service 2
      • Option Type: Optional
    4. Click each product option to create a product rate plan option and then a product rate plan charge option.

Use Case 3: Create a Bundle with a Base Product that Contains an Add-On

In this use case, you will create a bundle with included products and an optional base/add-on products. The bundle will be structured as below.

  1. Create a new product option to add Music Lover Package to Road Crusader Bundle.
    1. Open the Road Crusader Bundle product.
    2. Create a new Product Option with the following field values.
      See Create Product Options for detail information about the Option Type values.
      • Product Option Name: Music Lover Package Option
      • Root Product: Road Crusader Bundle
      • Product: Music Lover Package
      • Option Type: Recommended
  2. Create a product rate plan option and then a product rate plan charge option under the Music Lover Package Option. 
  3. Copy the product option group created in Use Case 2.
    1. Open the Road Crusader Bundle product.
    2. Open Music Lover Package Option.
    3. Click Copy Relationship. See Copy Relationship for detail information about the Copy Relationship feature.
    4. Select the Music Services option group and click Copy.
      A copy of the Music Services option group is created with its Root Product set to Road Crusader Bundle.