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CPQ Configuration Type and Event

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Sankalp Gupta
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106 views19 pages

CPQ Configuration Type and Event

Uploaded by

Sankalp Gupta
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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By Smriti Sharan

Configuration Type and


Configuration Event
Salesforce CPQ
Configuration Type and
Configuration Event are often
asked in interviews but we get
confused because of small changes
in UI. Let’s cover it clearly.
Configuration Type

Configuration Type determines


how Salesforce CPQ handles the
configuration of bundle products.
Configuration Event

The Configuration Event defines


the specific scenario or trigger
when the configuration page for a
product bundle is launched.
Configuration Type : Required
Configuration Event : Always
Go to Quote -> Add Product->Select

Immediately you will see Product


Options and Features
Select the Product Option and click save
You will still see the Wrench icon. It means you
can still do the changes
Configuration Type : Allowed
Configuration Event : Add
Go to Quote -> Add Product->Select

Immediately you will see Product


Options and Features
Select the Product Option and click save
You will NOT see the Wrench icon. It means you
can NOT do the changes after adding the options
Configuration Type : Allowed
Configuration Event : Edit
Go to Quote -> Add Product->Select

You will not see Immediately Product


Options and Features. You need to
click on Wrench Icon
Add the Option
You will still see the wrench icon after adding it.
It means you can still edit
Configuration Type : Allowed
Configuration Event : Always

Option Selection Method: Add


Go to Quote -> Add Product->Select

You will see Add Options under


Features
Click on the Add Option and Select the Option

You will be able to see option added


under the product
THANK
YOU!
Hi there! I’m Smriti Sharan!

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