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Salesforce CPQ Briefing: Configurable Bundle Replacing Pre-Configured SKUs Business requirement Situation today We maintain a catalogue of pre-configured SKUs in Salesforce CPQ. Each represents a fixed, engineering-defined variant. When a sales rep selects one, the configurator only offers the options bound to that specific SKU. The option set is a subset, not the full portfolio. Problem Reps cannot deviate from a standard variant without abandoning it and starting over from a different product. Any customer requirement that sits between two pre-configured variants either produces a manual workaround outside CPQ, or triggers a request to engineering to release a new SKU. The catalogue grows with every edge case, and quoting time increases rather than decreases. Target behaviour A rep starts from a familiar standard variant — the same names and codes they use today — and, from that starting point, sees the complete option set and can change anything: add, remove, or adjust quantities. The standard variant becomes a starting point, not a cage. Business outcomes we expect Fewer new SKU release requests to engineering Shorter quote lead time for non-standard requirements Smaller, cleaner product master to maintain across Salesforce and JDE Visibility into how often reps deviate from standards — direct input for pruning the catalogue. Technical requirement Chosen direction Replace the pre-configured SKUs as structures with one generic configurable bundle carrying the full option set. The former SKU becomes a preset that pre-selects options inside that bundle. No copying of configuration between two bundles at runtime.
Project ID: 40644850
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Hi there! Quick question: when reps adjust bundle configurations, do you need to track and report on which options were changed from the original preset, or is it just about capturing the final configuration? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. kind regards, Corné
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