Product Configurator for Salesforce

If you find sales users waste their time trying to configure products get to the correct options and price in Salesforce, use Flexpricer’s Simple Product Configurator instead.

Search and select the ‘master product’ from an easy-to-use, autocompleting search field
Choose configuration options from an easy-to-navigate, scalable, grouped selection
Press the Okay button to make the line items instantly ready to be added to your Salesforce Opportunity or Quote

See how quickly and easily you can configure bundles or groups of products on a Salesforce opportunity or quote, then edit, apply discounts and change quantities in real time.

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Simple Product Configurator (18-sec, no audio)

WATCH A SHORT, NARRATED DEMO VIDEO

No form to fill in or email address required.

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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Improve efficiency and user adoption with Vision Product Selector

Product Configurator for Salesforce

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

Create Accurate Quotes in Salesforce

Create Sales BOMs in Salesforce

Automate Configurable Option Selection / Deselection

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?

Does Product Configurator support multi-currency?

How else can Product Configurator benefit my business?

Learn More About Salesforce Product Configurator and Book a Call Today