Tuesday, 22 November 2022

CREATE CONFIGURATION ATTRIBUTES IN SALESFORCE CPQ

CONFIGURATION ATTRIBUTES

(Here we take one example to create the configuration attributes in CPQ)

(Here we take the system category as a CONFIGURATION ATTRIBUTES and see how to  create..?)

* First we have to create our ca field in the product option object 

* Go to set-up, click OBJECT MANAGER, and choose PRODUCT OPTION 

* Select FIELD&REALTIONSHIP to create a new field AS SYSTEM CATEGORY with  datatype as PICKLIST and give the picklist value as HARDWARE and SOFTWARE  and save the field





* Next, copy the field name of SYSTEM_CATEGORY__c field from the PRODUCT OPTION object 

* From OBJECT MANAGER choose CONFIGURATION ATTRIBUTES object, click FIELD&REALTIONSHIP search TARGET FIELD, and click that field

* From the TARGET FIELD scroll down in PICKLIST VALUE add a new value as a copied field of SYSTEM_CATEGORY__c over there and select RECORD TYPE CHECKBOX automatically it selects both global and configuration attributes and saves the target field





* Next, go to APP LAUNCHER search & select PRODUCT, and choose the product as DESKTOP COMPUTER

* From desktop product RELATED select CONFIGURATION ATTRIBUTES and create NEW 

* In the CONFIGURATION ATTRIBUTES layout give ATTRIBUTE NAME AS COMPUTER and in ROW ORDER give 10 then in TARGET FIELD choose SYSTEM_CATEGORY__c and save it



* Now, click QUOTES from APP LAUNCHER and select any quotes, EDIT QUOTE LINES and click ADD PRODUCT select DESKTOP COMPUTER

* In CONFIGURE PRODUCT layout, below the desktop computer you see our created attributes of SYSTEM CATEGORY 

Here, below I upload my result,




USE THESE STEPS TO CREATE THE CONFIGURATION ATTRIBUTES AND GOT THE RESULT

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