Bundle Configuration Use Cases
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.
- Create the bundle and included products, their rate plans, and charges.
See Create and Manage Products for more information about the product fields.- In the Products tab, click New to create a bundle product with the following field values.
- Name: Road Crusader Bundle
- Type: Bundle
- 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. - Create the first product to be included in Road Crusader Bundle.
- Name: Vehicle Diagnostics
- Type: Standalone
- Create the second product to be included in Road Crusader Bundle.
- Name: Roadside Assistance
- Type: Standalone
- The Vehicle Diagnostics and Roadside Assistance products cannot have its own rate plan when associated as part of the Bundle.
- In the Products tab, click New to create a bundle product with the following field values.
- 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.- 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
- 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
- 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.
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.
- 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.- 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
- Create a product rate plan and a charge for Music Lover Package.
- Create the first add-on product with the following field values.
- Name: Music Stream Service 1
- Type: Standalone
- Category: Add On Services
- Create a product rate plan and a charge for Music Stream Service 1.
- Create the second add-on product with the following field values.
- Name: Music Stream Service 2
- Type: Standalone
- Category: Add On Services
- Create a product rate plan and a charge for Music Stream Service 2.
- In the Products tab, click New to create the base product with the following field values.
- Create a Product Option Group under Music Lover Package.
- On the Products list, open Music Lover Package.
- Click New Product Option Group.
- 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.- Product Option Group Name: Music Services
- Min Option: 0
- Max Option: 2
- Create two product options under the Music Services product option group.
- On the Product Detail page of Music Lover Package, click the Music Services product option group.
- 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
- 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
- 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.
- Create a new product option to add Music Lover Package to Road Crusader Bundle.
- Open the Road Crusader Bundle product.
- 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
- Create a product rate plan option and then a product rate plan charge option under the Music Lover Package Option.
- Copy the product option group created in Use Case 2.
- Open the Road Crusader Bundle product.
- Open Music Lover Package Option.
- Click Copy Relationship. See Copy Relationship for detail information about the Copy Relationship feature.
- 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.