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Product Options in Salesforce CPQ

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In Salesforce CPQ, product options form the basis for your configurable product bundle.  They are either part of the configured bundle, or they are not.  If they are part of the bundle, then they become child quote lines of the top level bundle in the quote.

There are 2 ways to work with product options from Epicor CPQ:  predefined or dynamic.  Both techniques are described below, but we recommend dynamic options.


Pre-defined Product Options

Pre-defining product options of your product in Salesforce CPQ is the standard way of adding product options.  However, this technique is not recommended if you have a large number of product options.  In that case, read further below on using dynamic product options.

Dynamic Product Options

The relationship between a top level Product and its Product options in Salesforce CPQ are a similar concept to the Price Object and Price Items in Epicor CPQ.  And in fact, the Price Object and Price Items are the mechanism that drives the integration between the 2 systems. 

  • The Price Object in Epicor CPQ represents the top level Quote Line in Salesforce CPQ.
  • The Price Items in Epicor CPQ represent the Product Options in Salesforce CPQ.

By including a price item with a specific SKU in your Epicor CPQ configurator, your are telling Salesforce CPQ that it should 'select' or 'turn on' the matching product option, which will include it as a quote line in the quote.  The SKU of the price item is compared to the 'Product Code' of the product option.

To pre-define product options, follow these steps:

  1. Create a product record in Salesforce that will represent the product option.  Fill in all relevant data, including pricing.  Double check that the Product Code you have provided matches with the sku of the corresponding price item in Epicor CPQ.
  2. In the top-level configurable product, navigate to the 'Options' section, and add a new product option.  You can associate this product option with the product you created in step one by setting the 'Optional SKU' to the same value as the product code. 

Now your Epicor CPQ pricing rule – along with the price object and price items that it creates – are able to turn these product options on or off.



You can also add product options dynamically with Epicor CPQ, instead of pre-defining them all in Salesforce CPQ.  This helps save time during setup and maintenance of the configurator, and is highly recommended.  To use dynamic product options, follow these steps:

  1. Make sure you are using the latest Epicor CPQ Salesforce CPQ package.  Support for dynamic product options was added in version 1.2.
  2. Create a product record in Salesforce for each possible product option.  (You still need the product record regardless of technique, but when using dynamic product options, you won't have to pre-define all the options on the main product bundle).  Make sure that the Product Code of the product records are set to the corresponding sku's from your Epicor CPQ price items.

  3. To enable dynamic product options on the top-level product, you must add a product feature.  In the top-level product record in Salesforce, scroll to the 'Features' section, and click 'New Product Feature'.  Fill in the form using the following values:

    You must add a product feature with 'Feature Name' set to 'Dynamic Options' and the 'Option Selection Method' set to 'Dynamic', otherwise dynamic product options will not work.

Your product options will now be automatically added to your quote based on the price items in your Epicor CPQ configurator.  


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