Configure Product Bundles

Use the optionConfigurations parameter to create product bundles. You can nest bundles up to four levels deep, including the top-level product.

Required Editions
Available in: Salesforce CPQ Winter ’16 and later

Enable Nested Bundles

From Setup, enter Installed Packages, and then select Installed Packages.
Find the Salesforce CPQ package and click Configure.
Navigate to the Additional Settings tab and select Nested Bundles for External Configurator..
Click Save.

This setting can’t be disabled.

Note

Create Nested Bundles

Use the optionConfigurations parameter to define a nested product in a bundle.

Create a Work Anywhere Software Bundle

For example, suppose that a sales rep quotes a Work Anywhere software product. The Work Anywhere product can include VPN access as a nested option. The VPN access can include the Ultra High-Speed option, and the Ultra HighSpeed option can include the Ad Blocker:

1Work Anywhere
2    VPN Access
3        Ultra High Speed
4           Ad Blocker

Use the following payload to configure the Work Anywhere bundle .

1{
2  "quote": {},
3  "product": {
4    "configuredProductId": "<Product2 Id>"  // ID of the WorkAnywhere Product,
5    "lineItemId": null,
6    "lineKey": null,
7    "configurationAttributes": {
8      "SBQQ__UnitPrice__c": null,
9      "attributes": {
10        "type": "SBQQ__ProductOption__c"
11      }
12    },
13    "optionConfigurations": {
14      "Other Options": [
15        {
16          "optionId": "<SBQQ__ProductOption__c Id>",
17          "selected": true,
18          "ProductName": "VPN Access",
19          "Quantity": 1,
20          "configurationData": {},
21          "readOnly": {},
22          "optionConfigurations": {
23            "Other Options": [
24              {
25                "optionId": "<SBQQ__ProductOption__c Id>",
26                "selected": true,
27                "ProductName": "Ultra High Speed",
28                "Quantity": 1,
29                "configurationData": {},
30                "readOnly": {},
31                "optionConfigurations": {
32                  "Other Options": [
33                    {
34                      "optionId": "<SBQQ__ProductOption__c Id>",
35                      "selected": true,
36                      "ProductName": "Ad Blocker",
37                      "Quantity": 1,
38                      "configurationData": {},
39                      "readOnly": {}
40                    }
41                  ]
42                }
43              }
44            ]
45          }
46        }
47      ]
48    },
49    "configurationData": {}
50  },
51  "products": [],
52  "readOnly": {},
53  "redirect": {
54    "save": true
55  }
56}

Considerations for Nested Bundles

Consider the following when configuring nested bundles with the external configurator.

You can configure up to four levels of nested bundles, including the top-level product. If you reconfigure a bundle containing five levels, only four levels are sent to the external configurator. Deselect the fifth level by deselecting the top-level product.
We don’t support the auto property with bundles, so users can’t return to the Salesforce CPQ configurator and continue configuring the product. Instead, users are redirected back to the quote line editor.
Default configurations aren’t supported. When returning the payload, you must explicitly select each nested option, even for reconfiguration payloads.
Nested bundles are assumed configured. Nested bundles with the product’s Configuration Type set to Required are considered configured if they’re part of the payload.
Min/Max options aren’t supported with the external configurator. Min/Max options are directed to the Salesforce CPQ configurator. Attempting to set min/max options with the external configurator can result in errors.
Duplicate dynamic options are supported. That is, you can add the same option to a bundle multiple times.