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Product Configurator for Salesforce

Bundle and Customise Standard Products, Services and Subscriptions

  • The ‘Configurator Master’ is a regular Salesforce Product, added using a simple, autocomplete search field.
  • The checkbox configuration options are accessible in an easy-to-navigate, scalable, grouping.
  • The summary allows a configuration to be reviewed before the line items are added to the Opportunity or Quote.

Using Flexpricer reduces the risk of sales users making critical mistakes with the standard Salesforce Product Selector.

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What is the Simple Product Configurator and why is it useful?

In Sales Cloud, you select a Product using a basic interface to add it to a Quote or Opportunity.

There is no flexibility on how to configure or customize the product because Sales Cloud does not include a Product Configurator.

Flexpricer extends Sales Cloud capability with a Simple Product Configurator that allows your System Administrator to pre-define a Product as a ‘parent’ (or ‘master’) that has relationships to a number of other Products as ‘children’ (or ‘options’).

When the sales user adds a master Product to an Opportunity or Quote, Flexpricer pops-up a Configurator interface automatically, allowing options to be selected as well.

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Screenshot of a Simple Product Configurator Master Product and Options as Line Items on an Opportunity in Salesforce

Create Accurate Quotes in Salesforce

Creating quotes for configurable products without a specialist tool unnecessarily wastes time and runs the risk of pricing errors when cross-referencing between Salesforce and Spreadsheets.

Flexpricer’s Simple Product Configurator offers

  • Standard Salesforce Products with a Master/Option relationship to associate multiple options to a single product
  • Pricing output to standard Sales Cloud objects and fields
  • Utilisation of standard Sales Cloud Quoting capability (because data is stored in standard fields) or more powerful Document Generation tools that are already aware of the standard Sales Cloud objects
Let’s Solve Your Quote Accuracy Issues Today

Create Sales BOMs in Salesforce

If your business relies on the accurate selection of supported configurable options to create a Sales Bill of Materials, the standard product selector in Sales Cloud will not suffice.

Selecting options for a Sales BOM using Simple Product Configurator in Salesforce allows a sales user to…

  • Review a list of configuration options, unique to the master product, starting with a default template
  • Ensure that the correct selection of options is made, with certain options being designated as incompatible with others and unavailable for selection
  • Automatically have upsell or required options selected based on previously selected options
Screenshot of a Simple Product Configurator in Salesforce
Let’s Solve Your Sales BOM Issues Today
Screenshot of a Required Add-on for a Simple Product Configurator Option

Automate Configurable Option Selection / Deselection

The Simple Product Configurator for Salesforce works perfectly with other Flexpricer features to automate the selection and deselection of options.

  • Use with Guided Bundle Add-ons to
    • Automatically select one or more additional options when a ‘trigger’ option is selected
    • Require one or more additional options to be mandatory when a ‘trigger’ option is selected using Guided Bundle Add-ons feature
  • Use with Incompatible Products to prevent one or more additional options being selected when a ‘trigger’ option
Let’s Solve Your Configurable Product Issues Today

Simple Product Configurator is commonly used by companies needing to create a Sales BOM or with products that have configurable/additional components

Salesforce Product Configurator – what is it?

It’s an out-of-the-box feature provided by the AppExchange App, Flexpricer, that allows Salesforce users to select a master product and a series of configurable options, components, features or settings related to that master product in an intuitive user interface.

After selecting the product and its options, line items are saved in standard Salesforce objects – either Opportunity Products or Quote Line Items – so that pipeline, forecasts, reports and dashboards all accurately reflect the value of the configured product.

Does Product Configurator support multi-currency?

Yes! Flexpricer fully supports Salesforce multi-currency capability and honors all standard Sales Cloud behavior related to products, pricebooks and pricebookentries.  Irrespective of the currency that you quote in, Flexpricer and Simple Product Configurator works seamlessly to expand your Sales Cloud capability.

How else can Product Configurator benefit my business?

A significant benefit of using Product Configurator is to minimize the risk of sales users selecting incompatible combinations of products.

The administrator defines the master product and the selectable options – creating a template of the default configuration.

The sales user amends this configuration in an intuitive, easy-to-use interface that

  • Reduces the amount of time spent in creating a quote
  • Minimizes the risk of incompatible combinations of products
  • Accurately prices the configured product

Learn More About Salesforce Product Configurator and Book a Call Today

Find out more about Flexpricer and Simple Product Configurator for Salesforce, talk through your use case with an expect in a FREE discovery call.

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