Control When Sales Reps Can Configure Bundles
- From the detail page for your bundle product, click Edit.
- Find the Configuration Event field and choose one of the following values.Always: Salesforce CPQ opens the configurator when the sales rep adds the bundle product. The quote line item always displays the configuration link as well.Add: Salesforce CPQ opens the configurator when the sales rep adds the bundle product. After initial configuration, the quote line item doesn’t display the configuration link.Edit: Salesforce CPQ doesn’t open the configurator when the sales rep adds the bundle product. However, they can select the configuration link on the quote line. This value saves time if you have a bundle that always or frequently uses its default configuration.
- Always: Salesforce CPQ opens the configurator when the sales rep adds the bundle product. The quote line item always displays the configuration link as well.
- Add: Salesforce CPQ opens the configurator when the sales rep adds the bundle product. After initial configuration, the quote line item doesn’t display the configuration link.
- Edit: Salesforce CPQ doesn’t open the configurator when the sales rep adds the bundle product. However, they can select the configuration link on the quote line. This value saves time if you have a bundle that always or frequently uses its default configuration.