By Smriti Sharan
Configuration Type and
Configuration Event
Salesforce CPQ
Configuration Type and
Configuration Event are often
asked in interviews but we get
confused because of small changes
in UI. Let’s cover it clearly.
Configuration Type
Configuration Type determines
how Salesforce CPQ handles the
configuration of bundle products.
Configuration Event
The Configuration Event defines
the specific scenario or trigger
when the configuration page for a
product bundle is launched.
Configuration Type : Required
Configuration Event : Always
Go to Quote -> Add Product->Select
Immediately you will see Product
Options and Features
Select the Product Option and click save
You will still see the Wrench icon. It means you
can still do the changes
Configuration Type : Allowed
Configuration Event : Add
Go to Quote -> Add Product->Select
Immediately you will see Product
Options and Features
Select the Product Option and click save
You will NOT see the Wrench icon. It means you
can NOT do the changes after adding the options
Configuration Type : Allowed
Configuration Event : Edit
Go to Quote -> Add Product->Select
You will not see Immediately Product
Options and Features. You need to
click on Wrench Icon
Add the Option
You will still see the wrench icon after adding it.
It means you can still edit
Configuration Type : Allowed
Configuration Event : Always
Option Selection Method: Add
Go to Quote -> Add Product->Select
You will see Add Options under
Features
Click on the Add Option and Select the Option
You will be able to see option added
under the product
THANK
YOU!
Hi there! I’m Smriti Sharan!
