Product Bundle

Using FieldSets you can easily add or remove any standard and custom fields to meet your business needs. The steps on how to add fields are the same for all the fieldset, just the object and the fieldset names differ.

Note: Salesforce does not support editing FieldSet in lightning experience. If you have lightning enabled, please switch back to classic to modify the field sets.

Creating Bundles

This section will walk you through on how to configure fields users will see when creating bundles. There are 3 sections where you can configure the fields.

FILTER PRODUCT

Customize below fieldset to include fields users will use to filter the product set. For example, Product Family, Code, etc

1. Go to Setup >> Customize >> Price Book Entries >> Field Sets >> Edit FieldsToFilter field set
2. Drag any Product or Pricebook Entry custom field into In the Field Set. For selecting Product fields click on ProductID in the left panel. Click Save

SELECT PRODUCT

Customize below fieldset to include fields users will see when selecting products. The steps are same as above, just the fieldset name is different.

1. Go to Setup >> Customize >> Price Book Entries >> Field Sets >> Edit FieldsToDisplay field set
2. Drag any Product or Pricebook Entry custom field into In the Field Set as shown above and Click Save

CONFIGURE PRODUCT

Once required products are selected, they are added as Bundle Line Item. Configure below fieldset to provide default values to your bundle items. Any field with same API name on Bundle Line Item object and Product/Price Book Entry object will be mapped automatically. For example, if there is custom picklist field “Type__c” on Product and Bundle Line Item objects, then the values will be automatically copied from Product to Bundle Line Item. You can update it if needed.

The steps are same as above, just the fieldset is different.

1. Go to Setup >> Create >> Objects >> Bundle Line Item >> Field Sets >> Edit FieldsToDisplay field set
2. Drag any custom field into In the Field Set. Click Save

Adding Bundles

This section will walk you through on how to configure fields users will see when adding bundles to Opportunity. There are 3 sections where you can configure the fields.

FILTER BUNDLE

Customize below fieldset to include fields users will use to filter the bundles. For example, Bundle Type, SKU, etc

1. Go to Setup >> Create >> Objects >> Bundle >> Field Sets >> FieldsToFilter field set
2. Drag any standard or custom field into In the Field Set. Click Save

SELECT BUNDLE ITEM

Once the bundle is expanded, the Bundle Line Items are converted to Opportunity Line Items. Just like standard fields – Quantity, Sale Price, Discount, you can also display custom fields from Opportunity Line Item object.  Any field with same API name on Bundle Line Item object and  Opportunity Line Item  object will be mapped automatically.

1. Go to Setup >> Customize >> Opportunity Product >> Field Sets >>FieldsToDisplay
2. Drag any standard or custom field into In the Field Set. Click Save

CART

Customize below fieldset to include fields users will see once bundles and/or products are added to the Cart. You can show just the key fields user needs to review before saving them back to Opportunity.

1. Go to Setup >> Customize >> Opportunity Product >> Field Sets >> FieldsToDisplayCart
2. Drag any standard or custom field into In the Field Set. Click Save

Adding Products

Congratulations, no additional configuration required. By configuring above FieldSets above, you have configured the Product view as well.

Order and Work Order objects

FieldSets for Order and Work Order objects are created by default if you have followed the steps mentioned in  Installing App section.

If you don’t find FieldSets for these objects, you can go back to that section or create field sets manually just like those on Opportunity Product >> FieldSets

• Setup >> Create Objects >> Order Products >> Field Set >> Click New
• Setup >> Create Objects >> Work Order Line Items >> Field Set >> Click New