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CPQ for Salesforce

Managing Bundles

Creating Option Groups

Option groups are a type of category that is used to group option products together to be associated with bundles. Options group can also be used as categories.

There are two types of option groups:

  • Option Group: Option Groups categorize multiple option products. Option products are associated to option groups, and option groups are further associated to bundle products, thus associating options to a bundle product.
  • Offering and Option Group: This category type groups products that are of type Standalone and Option. For example: A keyboard can be sold as a standalone product and also as an option along with a bundle product (such as Desktop PC).

Option groups are further categorized into two types Shared Option Group and Standalone Option Group. You can create these option groups on the STRUCTURE tab on the products details page in CPQ Admin. All the option Group you create in the Manage Options Group menu are by default shared.

Shared Option Groups can be associated with multiple bundles. Whereas, Standalone Option Groups are bundle specific. Though, you can associate standalone options groups with other bundles. However, only the option group structure that you saved for the first time while creating the standalone option groups is associated with another bundle. The changes you make to the option group structure after saving the first time are not reflected whenever you associated the same option group with other bundles.

When you click New Shared Option Groups or New Standalone Option Groups a pop-up opens in which you create a new option group. Follow the steps in the To create an Option Group below to after you click New Shared Option Groups or New Standalone Option Groups. When you create an option group in the structure page of a bundle, that option group is automatically associated with the bundle. Shared option groups are also associated with the bundles. Any change structural changes you make are reflected on all the bundles the shared option group is associated with. For example, if you change the options in the option group, the changes are reflected in all the bundles the shared option group is associated with.

To create an Option Group

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. On the Products menu, click Manage Option Groups.
  3. Click New Option Group. Create New Option Group pop-up is displayed.
  4. Enter a mandatory Name and Label.
  5. Select Active to activate the category. By default, the Active check box is already selected.
  6. Select one of the following from the Type picklist.
    • Option Group
    • Offering and Option Group
  7. Click Save.

Based on your Type selection; an Option Group or Offering and Option Group type options group is created and added.

You can create option group hierarchies based on your business requirement. Select a Parent Option Group when you create a new option group.

To modify an existing Option Group

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. On the Products menu, click Manage Option Groups.
  3. Search and click the option group to open the option group details page.
  4. Modify desired fields as required.

    Field Name

    Description

    Name

    Enter a name for the options group.

    Label

    The label name is populated automatically.

    Description

    Enter a description of the options group.

    Default Search Category

    When selected, Default Search Category displays the product by default under the category or sub-category in the catalog page. If not, the user has to first select the category from the category panel or the browse section to see the product.

    Expanded By Default

    Indicates that the hierarchy is expanded at all times on the catalog page

    Include In Totals View

    Indicates that the mode is displayed in the totals view on the shopping cart

    Hide All Search Filters

    Indicates that all the search filters on the catalog page in Narrow Your Search and Refine Your Search sections are hidden.

    Search Filter Fields

    Selected filter fields are displayed in the Refine Your Search section. Select fields from the dropdown menu, click anywhere on the screen once selected all the desired fields.

    Long Description

    The Long Description is displayed for categories that have bundle products on the Options page.

    Catalog's Image(s)

    You can add an image like a symbol or an icon for the sub-category. Click Browse to select an image from your local machine.
  5. Click Save.

The option group is modified and saved. After creating or modifying the options, you must run the Category Maintenance batch job.

Note:

In the Salesforce Classic user interface select the Cascade Group Changes field on the Product Option Group details page to enable a warning message when you modify any shared option group.

Administrator Guide
Salesforce
CPQ

February 24, 2025