Set up a configurable product in a Salesforce-integrated environment (older managed package)

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • 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

    1. On the Salesforce Configurable Products tab, click Enable/Disable external configuration.
    2. 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.
    3. Click Save.
    4. On the Configurable Products page, click the View Setup link associated with the product name of the Product2 record created in step 1.
    5. Click Add Blueprint.
    6. Select a Blueprint, and then click Save.