Salesforce CPQ Bundles

In this blog, we are going to discuss the 3 types of bundles that are available to be created in Salesforce CPQ. As a bit of background, you will first need to establish and create Products in Salesforce CPQ that then can be put together in a few different ways to create a Bundle. Bundling Products in your environment has many benefits for administrators, clients, and end users.

Static Bundle

The first type of bundle is a Static Bundle. This bundle is the introductory bundle type that is commonly used. The way this bundle is created allows for a certain group of products to always be sold together. In this example, let’s say that you are selling a Server. With that main server product, a case and power cord always come with it. You would have the secondary products (in this case the power cord and case) be the components of the bundle with the server being the “parent” product of that bundle. This type of bundle is great to use if you always have the same configuration of products that must be sold together. Below is a visualization of what that bundle would look like.

Server (Parent Product)

Power Cord (Component)

Case (Component)

Item 3 (Component)

Item 4 (Component)

Item 5 (Component)

Configurable Bundle

The second type of bundle you can create in CPQ is called a Configurable Bundle. Think of this bundle as being something where there is still a parent product with one or multiple components below it. The difference comes in where you are able to configure the components of that bundle. Admins can set the amount of configuration that can be done to this bundle. Using the above server example, a Configurable Bundle would allow someone to choose the type of power cord, perhaps select something such as upgraded storage and the type of case. It offers more freedom than the static bundle, but it still provides some rigidness.

Server (Parent Product)

Power Cord 1 (choose 1)

Power Cord 2 (choose 1)

Power Cord 3 (choose 1)

Upgraded Storage 1 (choose 1)

Upgraded Storage 2 (choose 1)

Case 1 (choose 1)

Case 2 (choose 1)

Case 3 (choose 1)

Nested Bundle

The last type of bundle is what’s called a Nested Bundle. This type of bundle can get very complicated quickly. Essentially at its core what a nested bundle allows you to do is include a bundle within a bundle. This can get quite difficult to navigate if you add more than a handful of bundles within a nested bundle.

As you can see, Salesforce CPQ allows you a lot of flexibility in how you want your products to be displayed for configuration as well as the options to configure. In future posts, we will discuss how Features, Configuration Attributes, and Options play into the configuration of bundles and stand-alone products.

To learn more about how CPQ can support your business, check out some of my related articles below!

Additional Resources

Cover Photo by Jessica Lee on Unsplash