Bundles
Bundles are a predefined collection of specific, individual products made up of "Bundle Items".
Bundles are Price Book specific to each Pr...
Tue, 31 Oct, 2017 at 8:19 AM
Bundle Name: This is the name of the bundle and will appear in the Quote Entry screen, and on the Order Schedule if a Bundle is collapsed. This cannot ...
Wed, 10 May, 2017 at 6:27 AM
Default Discount: The default Discount this item will have when added to the quote.
Default Quantity: The default Quantity this item will have whe...
Tue, 31 Oct, 2017 at 9:07 AM
Click on the Bundles tab in SFDC. The tab may be visible on your tab ribbon, or you may need to click the ‘+’ sign to locate it. The location is depen...
Fri, 8 Mar, 2019 at 8:34 AM
Bundles automatically default to the status of “Draft”. While in “Draft”, users will not be able to add them to their Quotes.
If an automated appr...
Thu, 28 Jul, 2016 at 4:12 PM
Bundles can be used to group products as a standard package, or Promotion. Some common use cases are:
Implementation Package with a Core ...
Fri, 19 Aug, 2016 at 7:32 PM
If selected as a Master Bundle item, this product's details (Quantity) will be shown on the Order Schedule when "Show as Single Line" is se...
Tue, 31 Oct, 2017 at 8:26 AM
To store the Bundle ARR Value and Bundle List Total value on the Quote Line items, you can simply create two fields on the Quote Line Item: Bundle_Recur...
Mon, 20 Aug, 2018 at 6:55 AM
Quick Add Bundles can be used to simplify the creation of a Quote when using the Opportunity Transaction Wizard by allowing users to default a set of produc...
Sat, 20 Mar, 2021 at 6:52 AM
Bundles can be permissioned for specific users, profiles or groups using the standard Salesforce Sharing and access controls. There are a couple of ways...
Thu, 27 Jun, 2019 at 3:06 PM