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Salesforce CPQ — How to restrict users from adding duplicate Bundle in Quote?


Product Validation Rule
I am pretty new to salesforce CPQ and recently I came across the challenge to add the restriction of adding duplicate bundle products in the Quote. I found classic use of Javascript Quote Calculator Plugin.

Requirement:

Users should be able to add as many different bundles to the cart. But the cart shouldn’t have the same bundle lines. When a user is trying to save the cart they should be seeing the error message.

Solution:

Logic to Implement:

  • Check all the bundle lines in the quote and see if there’s any duplicate bundle line. If there’s any duplicate line found then set a flag on the quote object which indicates duplicate found.

  • To reset the flag every time we calculate or try to save the cart.



Steps to implement:

  1. We need to have a custom field on the Quote object. Create a checkbox field on quote names isSameOfferingAdded__c.

  2. Implement onBeforeCalculate a Javascript Quote Calculator Plugin as below:


3. Go to the Custom Script tab and create a new record as below:



Custom Script Record

4. Add this callback to the CPQ setting. (Setup->Installed Package -> Click Configure against Salesforce CPQ)


CPQ Settings

5. Now, Create a Product Rule that uses the checkbox “isSameOfferingAdded__c” to display an error message when the user clicks quick save/Save buttons in the cart.



Product Validation Rule Setup
We’re done with the implementation, Let’s have some showtime!




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