How to create a product bundle in Salesforce Revenue Cloud

Part 1: Instructions

Select the Product Catalog Management App

  • App Launcher > Product Catalog Management

Create Attribute Picklists with Attribute Picklist Values

Color Picklist & Values:

  1. App Launcher > Product Catalog Management > Picklists > New
  2. Name: Color
  3. Status: Active
  4. Data Type: Text
  5. Save
  6. On the new record, select Related > New Attribute Picklist Value.
  7. Create values for White, Blue, Pink, and save.

Fabric Picklist & Values:

  1. App Launcher > Product Catalog Management > Picklists > New
  2. Name: Fabric
  3. Status: Active
  4. Data Type: Text
  5. Save
  6. On the new record, select Related > New Attribute Picklist Value.
  7. Create values for Cotton, Polyester, and save.

Garment Size Picklist & Values:

  1. App Launcher > Product Catalog Management > Picklists > New
  2. Name: Garment Size
  3. Status: Active
  4. Data Type: Text
  5. Save
  6. On the new record, select Related > New Attribute Picklist Value.
  7. Create values for Small, Medium, and save.

Create Attributes

  1. App Launcher > Product Catalog Management > Attributes > New
  2. Create attributes for Color, Fabric, Garment Size, Sock Size.
  3. Assign the appropriate picklists and save.

Create Attribute Categories

Garment Attribute Category:

  1. App Launcher > Product Catalog Management > Attribute Categories > New
  2. Name: Garments
  3. Save
  4. Assign attributes: Color, Fabric, Garment Size.

Sock Attribute Category:

  1. App Launcher > Product Catalog Management > Attribute Categories > New
  2. Name: Socks
  3. Save
  4. Assign attributes: Color, Fabric, Sock Size.

Create a Catalog with Categories

  1. App Launcher > Product Catalog Management > Catalogs > New
  2. Name: Salesforce
  3. Save
  4. Create Categories: Bundle, Clothing, Accessories, and assign them to the catalog.

Create Product Classifications & Assign Attributes

Garment Product Classification:

  1. App Launcher > Product Catalog Management > Product Classifications > New
  2. Product Classification Name: Garment
  3. Save
  4. Assign attributes from the Garments category.

Sock Product Classification:

  1. App Launcher > Product Catalog Management > Product Classifications > New
  2. Product Classification Name: Sock
  3. Save
  4. Assign attributes from the Socks category.

Test your product:

  1. Navigate to an opportunity or create a new one.
  2. Create a quote and browse catalogs to view the newly created Salesforce catalog and categories.

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How to create a product bundle in Salesforce Revenue Cloud
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How to create a product bundle in Salesforce Revenue Cloud