Attribute-Based Configuration helps you customize the product configuration on your cart on the basis of selection of product attributes. The attributes define characteristics or the desired features for the product. The attribute configuration may or may not affect price of the product. Each attribute value selection ensures that the rest of the attributes get filtered on the basis of selected attributes and the result set is narrowed. The attributes can also leverage expressions and calculations to derive values that help identify the products.

Note

  • Ensure that you have selected Has Attributes check box in your product.
  • Ensure that you have selected Enable Field Expression in the Config System Properties in Configuring Custom Settings.

With the New UI, CPQ allows you to create and configure an unlimited number of attributes, overcoming the 800 record limit of Salesforce. You can use additional attributes for Product Definitions, Product Configurations, and Attribute-based Rules.

For an example, suppose you have a product configuration behavior similar to a laptop review website where the selection of RAM and HDD restricts the Color and Screen Size, and selection of Color and Screen Size restricts any other component. The dependencies can be in any direction without having a set selection sequence. Within CPQ, you have to create a Compatibility table to define all the valid combinations for the Color, Screen Size, RAM, HDD, and Fingerprint Reader picklist values. 

The attribute-based configuration provides a rules framework to drive configuration based on your Product Attributes. The rules framework allows you to set up the following dependencies or rules between the product attributes. You should perform the following steps depending on your business requirements.

  1. Create Products
  2. Create Product Attributes
  3. Create a Product Attribute Group
  4. Associate Product Attribute Group to a Product
  5. Create Product Attribute Values
  6. Create Attributes in Attribute Value Matrix Entry object
  7. Create Attribute Value Matrices
  8. Create Product Attribute Rules