* Understanding the Requirement:
* Universal Containers wants a bundle with pre-selected Product Options.
* Sales reps should mostly leave the default configuration as-is but need the flexibility to make changes when required.
* Salesforce CPQ Feature Overview:
* Configuration Type:
* Determines whether sales reps can modify the configuration of a bundle product.
* Setting it to Allowed permits the flexibility to configure without mandating it.
* Configuration Event:
* Defines when the bundle configurator is accessible.
* Setting it to Edit prevents the configurator from opening automatically but allows sales reps to access it by clicking the "Reconfigure" link.
* Configuration Steps:
* Navigate to the Bundle Product record in Salesforce CPQ.
* Set the Configuration Type field to Allowed. This ensures the configurator is optional and not enforced.
* Set the Configuration Event field to Edit. This enables the configurator to be accessible only upon user action.
* Key Behaviors:
* With these settings, sales reps can use the default configuration but still make changes if needed by accessing the configurator manually.
* The "Reconfigure" link in the quote line becomes available for editing.
* Testing and Validation:
* Add the bundle to a Quote.
* Verify that the configurator does not open automatically.
* Check that the "Reconfigure" link is accessible on the Quote Line for editing options.
* References:
* This solution is aligned with Salesforce CPQ documentation on managing bundle configurations and providing sales reps with flexible configuration options.