Learn how to implement a dynamic bundle in Salesforce CPQ using a Filter Product Rule that shows options whose Product Code contains ‘Service’. This hands-on workbook walks you through setup, rule configuration, and testing.
Types of Bundles in Salesforce CPQ
Salesforce CPQ supports different bundle types that determine how products are presented and selected in the quote line editor:
- Configurable Bundle: A bundle where users can select different options based on predefined choices.
- Static Bundle: A fixed bundle with pre-determined products that cannot be changed by the end user.
- Dynamic Bundle: A flexible bundle that updates available options based on rules or criteria — ideal when the set of options changes frequently.
Why choose a Dynamic Bundle?
Dynamic bundles are useful when products or services change often or when you only want relevant options visible to sellers. For example, if your org has hundreds of products but only a subset qualify as “services” for a specific premium bundle, a dynamic approach keeps the UI focused and reduces maintenance.
Hands-On: Implementing a Dynamic Bundle with a Filter Product Rule
Follow these steps to configure a bundle that dynamically shows options whose Product Code contains the word Service:
- Create the Bundle Product
- Product Name: T-Mobile Premium Services
- Product Code: TMP001
- Active: Checked
- Create Related Products (Options) — examples:
- T-Mobile International Calling — Product Code: TMIC001-Service
- T-Mobile Unlimited Data Plan — Product Code: TMUDP001-Service
- T-Mobile Device Protection — Product Code: T-Device-Service
- T-Mobile One Time Activation Fee — Product Code: T-Activation-Service
- Add Product Feature to the Bundle
- Feature Name: T-Mobile Service
- Min Options: 0
- Max Options: 3
- Number: 10 (display order)
- Option Selection Method: Dynamic
- Create a Filter Product Rule
- Product Rule Name: T-Mobile Filter Product Rule
- Type: Filter
- Scope: Product
- Evaluation Event: Always
- Configure the Product Action (Filter)
- Type: Default Filter
- Filter Field: Product Code
- Operator: Contains
- Filter Value: Service
- Create a Configuration Rule
- Product: T-Mobile Premium Service (the bundle)
- Product Rule: T-Mobile Filter Product Rule
- Product Feature: T-Mobile Service
- Test the Configuration
- Go to Quotes → Edit Quote Lines → Add Product → select the bundle → click the wrench icon.
- Use Add Option — you should see only products whose Product Code contains “Service” appear dynamically.
Notes on Default vs Optional Filters
Default Filter: Applied automatically when set and remains active even if the condition record is removed later.
Optional Filter: Only applied if its filter condition exists. If the condition is deleted the filter no longer applies.
Best Practices
- Standardize product codes or use a consistent naming convention (e.g., include “-Service”) so filters are reliable.
- Use evaluation events carefully — for dynamic option sets, “Always” or relevant events ensure options stay current.
- Document filter rules so product managers understand how options are surfaced.
- Test in a sandbox before deploying to production, especially if you have many product records.
By using a Filter Product Rule with a Dynamic bundle, organizations can reduce manual maintenance and ensure sellers see only relevant options when creating quotes.
Why this matters for Salesforce admins, developers, and business users: Dynamic bundles with filter rules reduce configuration overhead, improve quote accuracy, and speed up the sales process. Admins benefit from less ongoing maintenance, developers can focus on advanced customizations rather than manual option updates, and business users get a cleaner, faster quoting experience.
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