Friday, 30 June 2023

CREATE ATTRIBUTE SETS IN SALESFORCE CPQ

 Attribute Sets

 

(Here we take one example to create the Attribute Set in Salesforce CPQ)

(Here we take Brand as the Attribute set and see how to create ?)

 

·         First, we have to Create an Attribute sets field in the Product Option

·         Go to Setupà Object manager à Product Option à Field & Relationships à Create New

·         From New à Picklist à enter field label as Brand à Give value as Samsung, Hynix, Micron àNext

 

·         Step 3 à Next

·         Step 4 à Save

·         Before We have to create the Configuration attributes need to add the Brand__c field on the target field in configuration attributes

Object Manager à Configuration Attribute à Fields & Relationships à Target Field à add Brand__c

·         Now, Create the Configuration Attribute with the name of the CA brand

Choose à Global Attribute à Next


Attribute Name as Ram Brand à Target field à choose Brand__c à Save

·         Now, Create New Attribute Set

Give Attribute set name as Ram Type à Save



·         Next, Add the Attribute item from the Related List

Related list à Add new à Choose Ram Brand as configuration attribute à Enter Sequence as 10 à Save


·         Now add the Attribute set to the Product option of RAM 8GB, RAM 16Gb, and RAM 32GB

Go to product à Search Desktop Computer à product option choose RAM 8GB product

And similar way to add the Attribute set for RAM 16GB and RAM 32GB products

  • After we completed all the above steps  

  • Go to Quote à Edit lines à Add products à Desktop computer  

And, See the results below 




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