Step by Step guide to product configuration in Salesforce CPQ

Create a Product

• Navigate to Products. 
• Click New and enter details like Product Name, Product Code, etc. 
• Set the Standard Price and mark the product as Active. 
• Save.

Configure Product Options

• Scroll to Product Options and add related products. 
• Define the option's quantity, discount, and set it as required if needed. 
• Save.

Create Product Bundles (Optional)

• Create a parent product as a bundle. 
• Add components as options under Product Options. 
• Use Option Constraints to manage dependencies between options.

Add to Price Book

• Scroll to Price Book Entries and click New.
• Select a Price Book and enter the price. 
• Save the entry.

Set Up Product Rules (Optional)

• Create rules for logic-based product selection under Product Rules. 
• Define conditions and actions to guide users or restrict options.

Configure Dynamic Pricing (Optional)

• Use Price Rules to create dynamic pricing logic. 
• Associate rules with specific products.

Apply Discount Schedules (Optional)

• Define volume-based discounts under Discount Schedules. 
• Link them to products to apply automatic discounts.

Test Configuration

• Create a quote.
• Add your product
• Verify product options, rules, and pricing.