Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
Universal Containers needs Product Option A to be automatically included with Product B during the configuration.
Sales reps should not be able to remove Product Option A.
Salesforce CPQ Mechanism:
The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.
Field Behavior:
When the Required checkbox is selected for a Product Option:
The option is always included in the bundle configuration.
Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.
Configuration Steps:
Navigate to the Product Option A record associated with Product B in Salesforce CPQ.
Select the Required checkbox and save the changes.
Ensure that no conflicting product or price rules exist that could affect this behavior.
Field Alternatives and Clarifications:
Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.
Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.
Selected: Preselects the option during configuration but still allows users to deselect it.
Verification and Testing:
Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.
Attempt to remove Product A to confirm that it is not possible.
[References:, Verified from Salesforce CPQ official guidelines on "Required" field functionality for Product Options., , , ]
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