Guidance: Capture Solar Bundle Details with Attributes

Update the System Administrator profile Custom Record Type Settings

• Selected Record Type: Configuration Attribute
• Selected Record Type: Global Attribute

In the Salesforce CPQ managed package setting, check Enable Product Option Drawer

On the Product Option object, create three fields

• Type: Picklist
• Field Label: System Voltage
• Field Name: System_Voltage
• Values:
  120V
  240V
• Type: Picklist
• Field Label: Hardware Color
• Field Name: Hardware_Color
• Values:
  Silver
  Black
  Bronze
• Type: Picklist
• Field Label: Measurement Standard
• Field Name: Measurement_Standard
• Values:
  Imperial
  Metric

On the Quote Line object, create three fields

• Type: Picklist
• Field Label: System Voltage
• Field Name: System_Voltage
• Values:
  120V
  240V
• Type: Picklist
• Field Label: Hardware Color
• Field Name: Hardware_Color
• Values:
  Silver
  Black
  Bronze
• Type: Picklist
• Field Label: Measurement Standard
• Field Name: Measurement_Standard
• Values:
  Imperial
  Metric

On the Configuration Attribute object, add values to the Target Field picklist

• Values:
  System_Voltage__c
  Hardware_Color__c
  Measurement_Standard__c
• Record Types: Configuration Attribute and Global Attribute

On the Solar Controller Hub product, create a configuration attribute

• Record Type: Configuration Attribute
• Attribute Name: System Voltage
• Target Field: System_Voltage__c
• Required: true
• Apply to Product Options: true
• Row Order: 10

From the Configuration Attributes tab, create a global attribute for Hardware Color

• Record Type: Global Attribute
• Attribute Name: Hardware Color
• Target Field: Hardware_Color__c

From the Configuration Attributes tab, create a global attribute for Measurement Standard

• Record Type: Global Attribute
• Attribute Name: Measurement Standard
• Target Field: Measurement_Standard__c

Create an Attribute Set to house hardware details

• Attribute Set Name: Hardware Details

On the Hardware Details attribute set, create attribute items

• Configuration Attribute: Hardware Color
• Sequence: 10
• Configuration Attribute: Measurement Standard
• Sequence: 20

On the Angled Roof Mounting Kit option, create a product attribute set

• Attribute Set: Hardware Details
• Sequence: 10

On the Flat Roof Mounting Kit option, create a product attribute set

• Attribute Set: Hardware Details
• Sequence: 10

On the Ground Mounting Kit option, create a product attribute set

• Attribute Set: Hardware Details
• Sequence: 10