Bundle Features

A feature is a named group of options with a selection rule — “pick 1 of these support tiers,” “add up to 3 accessories.” You author features on the Bundling tab; each option is then assigned to a feature (or left Unassigned) in the option editor.

Defining a feature

  • Name and Description — the description is surfaced as help text to the rep in the configurator.
  • Min Options / Max Options — how many options the rep must / may select from this group. This is the selection gate: Min 1 / Max 1 is “pick exactly one”; Min 0 / Max 3 is “up to three, optional.”
  • Display Order — where the feature sits among the bundle’s features.
  • Option Selection Method — how the group is presented (below).
The Bundle Feature editor — Name, Description, Min Options, Max Options, Display Order, and the Option Selection Method (Click / Add / Dynamic)
The feature editor: a name, the min/max selection rule, and the selection method that decides how the group's options are presented.

Option Selection Method

  • Click — renders all the feature’s options for the rep to tick/untick directly.
  • Add — surfaces a picker behind an “Add Option” button, so the options aren’t all shown up front (good for long lists).
  • Dynamic — populates the option set from a Product2 SOQL filter evaluated at configure-time, rather than a fixed list of options. Choosing Dynamic reveals a Filter Clause field.

Dynamic features — the Filter Clause

A Dynamic feature’s Filter Clause is a partial SOQL WHERE on Product2 (e.g. Family = 'Add-On' AND IsActive = TRUE). Only field comparisons (=, !=, <, >, LIKE, IN, NOT IN) and AND / OR connectors are allowed; it’s always implicitly AND’d with IsActive = TRUE, and it’s validated when you save. This lets a feature offer “every active add-on in the catalog” without you hand-listing each option.

The Feature editor with Dynamic selected, showing the Filter Clause field with a partial SOQL WHERE on Product2
A Dynamic feature — the Filter Clause (a partial Product2 SOQL WHERE) resolves the option set at configure-time.
  • Options — assign options to a feature, and the per-option flags.
  • Constraints — dependencies/exclusions between specific options.
  • Overview — the bundle as a whole.