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CPQ for Salesforce

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CPQ for Salesforce

Creating Product Attribute Values

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To create product attribute value

  1. Go to Setup > App Setup > Create > Objects and select Product Attribute Value.
    Note:

    If you have more than 800 attributes already create Product Attribute Value object, use Product Attribute Value Extension objects. For more details, refer to Creating Custom Product Attribute Value Extensions.

  2. Under Custom Fields & Relationships section, click New.
  3. Select Picklist from the Field Type.
  4. Click Next.
  5. Enter Field Label.
    Note:

    The attribute label must be unique across all the Product Attribute Value and Product Attribute Value Extension objects. Otherwise, CPQ does not provide correct results when executing constraint rules, product attribute rules, attribute value matrices, price rules, and price Matrices that are defined using attributes with duplicate names.

  6. Enter values for picklist.
    Note:

    Do not use any special characters such as '<' (less than sign) and '>' (greater than sign) in the product attribute value name. If you use such characters, CPQ displays blank values in certain cases on the UI because picklist entries are getting rendered as HTML. Use '&lt' instead of '<' and '&gt' instead of '>'. You can also use other brackets.

  7. Click Next.
  8. Establish field level security and click Next.
  9. Select appropriate page layouts where you want to add this field.
  10. Click Save.

Let's create Laptop RAM attribute in the Product Attribute Value object.

  1. Go to Setup > App Setup > Create > Objects and select Product Attribute Value.
  2. Under Custom Fields & Relationships section, click New.
  3. Select Picklist from the Field Type.
  4. Click Next.
  5. Enter Laptop RAM as Field Label.
  6. Enter 4, 8, 16 (separated by a line) as values for picklist.
  7. Click Next.
  8. Establish field level security and click Next.
  9. Select appropriate page layouts where you want to add this field.
  10. Click Save.


Similarly, create Laptop Color, Laptop HDD, Laptop Screen Size, and Laptop Fingerprint Reader attributes in the Product Attribute Value object.

You have created attributes in the Product Attribute Value object.

Administrator Guide
Salesforce
CPQ

December 24, 2024