home

CPQ for Salesforce

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CPQ for Salesforce

Managing Services

Use Case: Associating a Service Bundle with an Asset Bundle Components

This use case provides an example of how to achieve association between a service bundle and the components of an asset bundle. Your implementation may vary based on your specific business requirements.

  • A quote is created.
  • Asset Bundle 1 and its options (Asset Bundle Option 1 through Option 4) are set up in the system.
  • Service Bundle 1 and its options (Service Bundle Option 1 through Option 4) are configured in the product catalog.
  • Service CPQ is configured by the administrator. For more information, see Configuring Service CPQ.

A sales representative needs to associate a service bundle with selected components of an existing asset bundle, configure the service bundle options, and finalize the transaction so that the resulting service assets are visible and linked on the account.

The following table lists a sample asset bundle and a service bundle used in this use case.

Type

Name

Options

Asset Bundle

Asset Bundle 1

Asset Bundle Option 1

Asset Bundle Option 2

Asset Bundle Option 3

Asset Bundle Option 4

Service Bundle

Service Bundle 1

Service Bundle Option 1

Service Bundle Option 2

Service Bundle Option 3

Service Bundle Option 4

Note:

In this use case, only Asset Bundle Option 1 and Asset Bundle Option 2 are related to the service bundle. Asset Bundle Option 3 and Asset Bundle Option 4 are not selected.

  1. Create a quote.
  2. Navigate to the Installed Products page.
  3. On the Purchased Products tab, select Asset Bundle 1.
  4. On the Relate drop-down click Relate Component.
    The Relate Component pop-up is displayed.
  5. Select Asset Bundle Option 1 and Asset Bundle Option 2, and click Relate.
    The Service Catalog is displayed.
  6. Select Service Bundle 1 and click Configure.
    The Config page is displayed.
  7. Select Service Bundle Option 1 and Service Bundle Option 2.
  8. Click Go to Pricing.
    The Service Cart is displayed.
  9. Hover the mouse on Service Bundle 1, click the more icon () and select Related Line Items.
    Confirm that Asset Bundle Option 1 and Asset Bundle Option 2 are listed as a related item.
  10. Click the expand icon next to Service Bundle 1, hover over Service Bundle Option 1 click the more icon () and select Related Line Items.
    Asset Bundle Option 1 and Asset Bundle Option 2 are displayed as related line items for Service Bundle Option 1.
  11. Click the expand icon next to Service Bundle 1, hover over Service Bundle Option 2 click the more icon () and select Related Line Items.
    Asset Bundle Option 1 and Asset Bundle Option 2 are displayed as related line items for Service Bundle Option 2.
  12. Finalize the cart.
  13. Submit the quote for customer acceptance. After your customer accepts the quote, an order is generated.
  14. Activate the order.
    New service assets — Service Bundle 1, Service Bundle Option 1, and Service Bundle Option 2 — are generated. The service assets are active and visible on the account.
  15. Navigate to the Installed Products page. On the Purchased Products tab and the Related Purchases tab, verify that the association between the service assets and equipment assets is visible.
Service Bundle 1, Service Bundle Option 1, and Service Bundle Option 2 are created as active service assets. The service assets are linked to Asset Bundle Option 1 and Asset Bundle Option 2 and are accessible from both the Purchased Products tab and the Related Purchases tab on the account's Installed Products page.

May 29, 2026