The Configuration Guide

We’ve compiled the results of our research and created a guide to both product- and attribute-based configuration, showing you the reality of each option, and outlining why attribute-based configuration is the right choice to future-proof your tech stack.

Salesforce CPQ product rules are a main selling point of the overall software as well as the basis for most of the system's functionality.

Product rules are the foundation upon which the rest of the software is built. Without them, the Salesforce CPQ process couldn't work properly. That's why it's so important to understand what product rules are, the purpose they serve, and how they allow other features to perform as intended.  

Salesforce CPQ product rules are the instructions that allow the system to understand your products and comprehend how different products, components, features, options, and add-ons interact. This is how users of Salesforce CPQ configure products without the risk of sales reps or customers creating a combination that isn't possible or offered.

Retailers use product rules to specify which combinations are allowed, under what circumstances configurations can be made, which options are available for which products, and so on. The product rules they create become the basis for how the commerce logic engine functions. The Salesforce CPQ software will display options to shoppers based on these rules to let them configure products within these limits.

Salesforce CPQ does so much more than just help eCommerce stores offer custom products. It also helps shoppers find and customize the perfect item using guided selling features and increases sales by reducing friction. Furthermore, it uses dynamic pricing to update the customer's total in real-time and simplifies the seller's pricing and quoting processes.   

Varied Salesforce CPQ pricing methods allow sellers to use whatever approach makes sense for their products. The Salesforce CPQ calculation sequence automatically runs whenever changes are made, updating the total. It adds up all the Salesforce CPQ quote line fields for the configuration.

Then, Salesforce CPQ presents the net unit price calculation. This is the final price that the customer pays. The net unit price includes any sales tax and factors in all discounts included. This automated process saves sellers tons of time.

Salesforce CPQ product rules examples are a great way to demonstrate how they work.

All product rules exist to apply option constraints in Salesforce CPQ. They initiate the desired action in response to the listed error condition(s). For example, Salesforce CPQ product selection rules allow options to be displayed, hidden, applied, deselected, required, or excluded when triggered by the set conditions.

Error conditions in Salesforce CPQ include conditions like when certain options are chosen or when a set value is met or exceeded. If you sell smartphones, product selection rules could allow you to display only the cases that fit the selected model and hide all others. You can also automatically apply a warrantee and require a color to be selected.

In order to ensure that your product rules take effect in real-time, make sure that the "Apply Immediately" product option field is active. You can also specify when changes apply immediately in Salesforce CPQ. This helps when eCommerce customers configure products alone. However, if sales reps handle your configurations, you can opt to include an "Apply Rules" button in Salesforce CPQ.

Product options in Salesforce CPQ are a component of the greater product rules.

Product options are the individual products that can be added to a product bundle and what the option constraints in Salesforce CPQ apply to. Which product options can be added to a bundle is determined by product rules in Salesforce CPQ. Product option fields allow Salesforce CPQ users to customize the options.

Configuration attributes in Salesforce CPQ allow you to set the value of multiple shared product option fields at once. This can make the process go more quickly than doing them individually. Configuration attributes will apply to product options in Salesforce CPQ with matching fields and affect them all at once, so make sure they're set correctly.

When you use Logik for Salesforce CPQ, you can utilize a more streamlined and intuitive attribute-based configuration method. This allows users to configure products based on the qualities and features they're looking for rather than the products and parts that provide those characteristics.

This is perfect for eCommerce customers who may be unfamiliar with your products and components. Our simplified configuration method combined with our rules optimization process makes for a smooth experience customers love, and Salesforce CPQ attribute-based pricing calculates the total automatically.

Salesforce CPQ tutorials are widely available. They can be found both within Salesforce CPQ Trailhead and outside of the site's own resources.

While many consider the Trailhead courses and tutorials to be the best way to learn Salesforce CPQ, there are plenty of Salesforce partners and unaffiliated experts that offer Salesforce CPQ training materials.

There's a wealth of easily available Salesforce CPQ training online today. They offer all different types of training from simple Salesforce CPQ tutorial PDFs that you can browse on your own to full courses you can take. The more comprehensive courses cover a variety of topics and specific sections of the Salesforce CPQ process.

There are also print and video courses as well as mixed medium options to help you learn in whatever way works best for you. There are even consultants who will work with you personally to help you learn the system or to act as your business's Salesforce CPQ Admin.

These resources can help you learn the ropes, train your team, onboard new employees, and periodically brush up on the system to sharpen your skills. There are even Salesforce CPQ certification programs to provide you with high-level expertise and give you the credentials to prove your skills. Alternatively, you can hire someone who already has a Salesforce CPQ certification.

Salesforce CPQ order generation helps bring sales to an easy close by allowing you to create orders from quotes in Salesforce CPQ directly.

The create order button in Salesforce CPQ can ensure that all products on the primary quote have been ordered to make the process as simple as possible.

Furthermore, with Salesforce CPQ advanced order management, you can even generate multiple orders from a single quote. These simple yet important features help to streamline your workflow and automate away several repetitive tasks that might usually take multiple steps and a decent chunk of time to complete manually.  

With Logik.io for Salesforce CPQ, you get all the amazing Salesforce CPQ features customers love with none of the limitations that Salesforce is notorious for. Choosing this powerful duo allows you to supercharge your existing functionality. Take your business to the next level by using a commerce logic engine and CPQ system that has more features, automation, and power with less maintenance.

Create the most complex configurations using even the most sophisticated logic and perfectly managed product rules at lightning speeds with our advanced configurator. Gain the power of a next-generation headless commerce logic engine and offer omnichannel selling with ease. Watch our demo, use our interactive tutorial, or contact our sales team today to learn more.

You can learn more about product rules in Salesforce CPQ Trailhead. Trailhead contains very detailed courses and tutorials on every aspect of Salesforce CPQ.

It's a great resource for gaining a deeper understanding of the system and how everything works. It's one of the best features of Salesforce.

There are different Trailhead paths you can take depending on the level of understanding you need, the section of the software you want to learn about, or even your role in the business. So, if you only need a basic understanding, you take courses that teach the fundamentals. If you need a more thorough knowledge of the system, they have more advanced courses.   

You can use courses like the configuration attributes Salesforce CPQ Trailhead to train sales reps to use the system. If you have an employee who is responsible for all pricing-related functions, there are specific resources for them to use to learn all about different price settings and pricing methods in Salesforce CPQ.

Discount schedule Salesforce CPQ Trailhead courses provide all the knowledge needed to set up the system to automatically apply the correct discount to a configuration. They can also learn about ways to handle exceptions to standard pricing in the Salesforce CPQ price waterfall Trailhead.

ADDITIONAL RESOURCES