Setup in Salesforce

To enable support for nested bundles, additional setup steps must be completed in the Salesforce CPQ Package settings. These steps require Salesforce CPQ package version 242 (Spring 2023) or later.

Products that may have other products below them in the BOM hierarchy should be marked as Logik Enabled in the Product2 record in Salesforce. This is the same as setting up configurable products to work with CPQ. The products also need to have a pricebook entry in the pricebook used for the quote if they are going to be created as quote lines.

The following video explains setting up nested bundle structures in CPQ and Salesforce CPQ:

Nested Bundles Demo

Setup in CPQ

After completing the Salesforce CPQ package setting steps, log a support case to enable nested bundling in your CPQ instance.

As with any larger change, the recommendation would be to start in a dev or test environment and validate that it is working as expected before enabling it in production.

In CPQ, the BOM hierarchy is defined through the parentProduct and uniqueIdentifier fields on items in the bill of materials. This hierarchy in the product list is reflected in the Salesforce CPQ quote line editor.

Limitations

Nested bundles from external configurators are limited to four levels, including the topmost parent. This means you can nest products up to three levels deep inside a CPQ configuration.