Set up a configurable product in a Salesforce-integrated environment (older managed package)
A configurable product links a Blueprint to the configuration experience for the product. Learn how to set up a configurable product in an environment that is integrated with Salesforce. This procedure is valid for users whose Salesforce Managed Package was installed before June 2022.
Antes de Iniciar
Role required: Admin
Por Que e Quando Desempenhar Esta Tarefa
If your SF Managed Package was installed before June 2022, follow these steps to associate a configurable product with a Blueprint.
Procedimento
- On the Salesforce Configurable Products tab, click Enable/Disable external configuration.
- Find the Product2 record to connect to a CPQ configuration experience (blueprint), and set the corresponding Enable/Disable Externally Configurable checkbox to true, and save.
- Click Save.
- On the Configurable Products page, click the View Setup link associated with the product name of the Product2 record created in step 1.
- Click Add Blueprint.
- Select a Blueprint, and then click Save.