Exploring Salesforce CPQ Option Constraints
PolSource Pointers for Salesforce CPQ
If you want a simple tool to control dependencies or exclusions of options within your bundle Salesforce CPQ is there for you with Option Constraint functionality.
You’ll need to:
- Go to you parent bundle Product record and navigate to related list of Option Constraints
- Create new Option Constraint record – the Configured SKU will be filled for you automatically with your parent bundle product
- Give a meaningful name to the record
- Make the Option Constraint active
- Select Constrained Option – the Product Option that Salesforce CPQ will enable or disable within the configurator, depending on the Type you chose
- Select Constraining Option – this is the Product Option that determines whether the Constrained Option is enabled or disabled
- Chose the Type that comes in two flavors:
- Dependency – Constrained Option will be available to select when user selects Constraining Option first
- Exclusion – Constrained Option will not be available if Constraining Option is selected and vice versa
- You can make constraining logic more complex by grouping your Constrained Option within a Option Constraint Group – it’s useful if you want to require or exclude options based on combinations of other options
And that’s it! Your simple relationship between Product Options that control which Product Options may or may not be purchased together is all set. Check for yourself how easy it is to build flexible product configuration with Salesforce CPQ!