As soon as Product Bundle app is installed, please follow below steps to create default configuration. This is only required once –
To learn about Field Sets click here.
Next steps is to create and configure Bundles as SFDC Admin or Product Manager.
Click on Bundle tab from top menu to create new Bundle or to manage existing Bundles. Following are the field details to configure bundle.
Name: Name of the Bundle which will be displayed to Sales Rep. Ideally, the name should be based on logical grouping of Products that helps Sales Rep quickly identify right bundle, but it can be any naming convention that your business follows
Status: Following status values are provided by default – Draft, In Review, Approved and Rejected. Only Bundles with Approved status are searchable by Sales Reps. Other status values are provided for internal approval purpose. Please note, bundle must be in Draft status in order to make any changes
Contact us at support@gocloudz.com if you need help on how to use Approval Process to update the status automatically.
Pricebook : This is mandatory field and only Products matching the Pricebook can be added to this bundle. Please note, separate bundles need to be created for different Pricebooks
Currency: It’s applicable only for multi-currency Orgs. Based on the Currency selected on the bundle, only Products matching this currency will be added to this bundle
Please check Clone section for more details on creating multiple bundles quickly for different Pricebook and Currency.
Order: Order in which Bundle should appear in the Bundle search page for Sales Reps. Makes it easy for Reps to see important or commonly used bundles at the top
Short Description and Long Description: Description for Bundle to help Sales Rep identify the bundle
Start Date and End Date: These fields control Bundle visibility for Sales Reps for a date range. These fields are useful when Bundles are designed for specific campaign, event, or promotion. Keep these fields blank if you want this bundle to be available for Sales Reps always
Is Child Bundle?: Select the flag if this bundle can only be added as part of another bundle. For example, accessories bundle. Such bundles will only appear as part of the parent bundle and not as an individual bundle in the search results
Segment: This is another filter to restrict bundles for say specific customer, region, territory. If bundles are not designed for specific segment, keep this field blank
Image: Specify image URL if you want to show images for bundles for Sales Reps to identify it easily. (It’s preferred to have images stored in Static Resources)
Active: This is a formula field. It will be checked automatically if bundle has “active” line items, it is approved, and has valid date range. Only Active bundles will be available to end users
SKU: It’s an Auto Number field to uniquely identify each bundle. You can create new SKU field to match your company format
Bundle Items: It shows concise/summary view of all items which are added in the bundle. It will populate automatically as you add, remove, or replace bundle items
Cloned From: If Bundles are created by cloning an existing Bundle, this field will point to the master Bundle
Once bundle is configured, next step is to add Products or child bundles to the Bundle. (Note: Bundle must be in “Draft” status before adding or editing bundle items)
Depending on how you have configured lightning page layout, you should see “Related” section either next to “Details” or on side bar panel. Click Related >> Add or Edit Items button to add/edit Products/child Bundles.
5. All the items to be configured are shown on top of the page
6. Use
to sort the items within the bundle through drag-n-drop
7. Click 
to delete the item from the bundle
8. Click
to see quantity breaks if the Product has volume pricing defined (please check Volume Pricing section on how to define Bulk/Tiered pricing for Product). This icon will be shown only for the Products having volume Pricing defined. Please note, for Bundles, this icon is now shown even if volume pricing is defined for the Products added to those bundles
9. Select Required checkbox if the item is must for the bundle. Such items cannot be removed by Sales Reps when adding the bundle to Opportunity or Quote. You can also make a child bundle required.
10. You can now select “Status” for each bundle item indicating if the product is Active, EOL, or Discontinued. Only Active bundle items are shown when user selects the bundle.
11. Changing individual Product or Bundle quantity will automatically update Discount & Standard Sales Price fields for individual items as well as for entire Bundle. Sales Price based on attributes of line items, e.g., size, color, capacity etc. can also be configured on this interface and in order to enable that please refer Attribute Pricing section for steps to define attribute pricing
12. You can also configure Bundle Level Discounts or Bundle Total price which will update individual Product/Bundle values. Bundle Level Discounts value will be applied to all items but Bundle Total price will reverse calculate the Total Price to all items individually in the ratio of their List Price and in-turn Discount & Sales Price will be applied individually
13. Click Save and Continue to continue filtering/configuring the items or Save and Close to add these items to bundle & go back to bundle details
14. Once Saved, Bundle header will have Sales Price, Discount etc. updated. Individual bundle items can be viewed under Bundle Items related list (please refresh the page if you don’t see that due to Lightning caching issue) and a summary view is populated in Bundle Items Text Area field. By default it’s shown in following format
You can modify this format and add any field available on Products Object by updating following formula field –Setup >> Object Manager >> Bundle Line Item >> Concise View (API Name Concise_view__c)
15. Once Bundle is ready, change the status to Approved manually to make it available for sales rep. You can also configure standard Approval Process and submit for approval
