Nested bundling in Salesforce CPQ
Summarize
Summary of Nested Bundling in Salesforce CPQ
Nested bundling in Salesforce CPQ allows for complex product hierarchies and configurations, enabling ServiceNow CPQ to send a nested bundle structure back to Salesforce CPQ. This integration helps reflect the Bill of Materials (BOM) hierarchy from ServiceNow CPQ within the Salesforce CPQ Quote Line Editor (QLE).
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Key Features
- Setup in Salesforce: To enable nested bundles, ensure you have Salesforce CPQ package version 242 (Spring 2023) or later. Navigate to Setup > Installed Packages > Salesforce CPQ and select Configure. Enable Nested Bundles for External Configurator on the Additional Settings tab and save.
- Product Configuration: Products with other products beneath them in the BOM hierarchy must be marked as Logik Enabled in the Product2 record. Additionally, they must have a pricebook entry to be created as quote lines.
- BOM Hierarchy in ServiceNow CPQ: The hierarchy is established through the parentProduct and uniqueIdentifier fields, which are reflected in Salesforce CPQ's quote line editor.
Key Outcomes
After completing setup in both Salesforce CPQ and ServiceNow CPQ, customers can effectively manage complex product configurations within their quotes. It is recommended to validate changes in a development or test environment before deploying to production. Note that nested bundles can only reach four levels deep.
Be aware of limitations: attempting to add the same product to two dynamic nested bundles may cause errors in Salesforce CPQ.
Enable nested bundling in Salesforce CPQ to support complex product hierarchies and configurations.
With some additional configuration, ServiceNow CPQ now supports sending back a nested bundle structure from ServiceNow CPQ to Salesforce CPQ. This allows you to take advantage of the BOM hierarchy built in ServiceNow CPQ and have it reflected in the Salesforce CPQ Quote Line Editor (QLE).
Setup in Salesforce
To enable support for nested bundles, additional setup steps must be completed in the Salesforce CPQ Package settings. These steps require Salesforce CPQ package version 242 (Spring 2023) or later.
- Navigate to Setup > Installed Packages > Salesforce CPQ, and then click Configure.
- On the Additional Settings tab, check the box to enable Nested Bundles for External Configurator.
- Click Save to save the changes.
Products that may have other products below them in the BOM hierarchy should be marked as Logik Enabled in the Product2 record in Salesforce. This is the same as setting up configurable products to work with ServiceNow CPQ. The products also need to have a pricebook entry in the pricebook used for the quote if they are going to be created as quote lines.
The following video explains setting up nested bundle structures in ServiceNow CPQ and Salesforce CPQ:
Setup in ServiceNow CPQ
After completing the Salesforce CPQ package setting steps, reach out to ServiceNow CPQ support and log a case to have nested bundling enabled in your ServiceNow CPQ instance. As with any larger change, the recommendation would be to start in a dev or test environment and validate that it is working as expected before enabling it in production.
In ServiceNow CPQ, the BOM hierarchy is defined through the parentProduct and uniqueIdentifier fields on items in the bill of materials. This hierarchy in the product list is reflected in the Salesforce CPQ quote line editor.
Limitations
Nested bundles from external configurators are limited to four levels, including the topmost parent. This means you can nest products up to three levels deep inside a ServiceNow CPQ configuration.
For example, suppose Product X is nested inside both the Nested Child 1 dynamic feature and the Nested Child 2 dynamic feature, when both are children of the Parent dynamic feature. This configuration results in the error.