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Salesforce CPQ - Automatically add a Product to a Quote

Recently I have seen a question popping up on communities that how can we add a product dynamically to a quote (not within the bundle), based on a condition. I'll explain a few simple use cases below.

These use cases refer to adding a product on a Quote Line Editor and the CPQ version installed is 214.6

Add a "Warranty" Product if "Macbook Pro" is added to the Quote.

While I select "Macbook Pro" to add in my Quote, it should also add the "Warranty" product automatically to my Quote.

1. Product Rule: Create a Product Rule of type Selection and scope equals Quote. 

  • Type: Selection
  • Active: checked
  • Conditions Met: All
  • Scope: Quote
  • Evaluation Event: Always
2. Error Condition: Add an error condition to the Product Rule. This product rule will run if this error condition returns true. As per the use case, it should run if there is a product added to the Quote with a Product code as "MBPRO"

  • Tested Object: Quote Line
  • Tested Field: SBQQ__ProductCode__c
  • Operator: equals
  • Filter Type: Value
  • Filter Value: MBPRO
3. Actions: If the condition returns true, we would like to add the Warranty product to the quote, add an action to do so.

  • Product: Warranty
  • Type: Show & Add
Note that another version of the use case above can be to add a Warranty Product if an "Add Warranty" checkbox on Quote is checked i.e. add a product based on a field value on Quote. To do so the error condition above will be modified to these values:
  • Tested Object: Quote
  • Tested Field: Add_Warranty__c
  • Operator: equals
  • Filter Type: Value
  • Filter Value: TRUE 

Add a linked product on the Quote

If there are a lot many different linked products to be added, creating one product rule for each is not recommended rather a Lookup table should be used to achieve that.

1. Lookup Table: Create a lookup table with the master product and a linked product. In our use case, Macbook Pro is the master product and Warranty is the linked product. I have added 2 sample records in this object:

2. Product Rule: Create a product rule referring to this lookup table:

populate the lookup query information from the custom object.

3. Lookup Query: add a lookup query related to the product rule above.

  • Match Type: Field Value
  • Tested Object: Quote Line
  • Tested Field: Product Code
  • Operator: equals
  • Lookup Field: Master_Product_Code__c


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