Editing Package Configurations
Available In Core Suite 1.36+
It is common for sales organisations to combine multiple Products into tailored offerings to meet customer needs. This functionality enables users to create packages of Products (Bundles and Groups) and manage their configurations directly within Salesforce. This makes it easier for sales teams to select the right combination of Products, with the correct pricing automatically applied.
Steps to Complete
- Access the Manage Configurations page.
- Navigate to the package Product you would like to update.
- Click on the “Manage Configurations” button.
- Select Price Book and Currency Configuration.
- On the configurations page, find the Price Book and currency configuration you want to edit.
- Click the cog icon next to the selected configuration.
- Select the “Edit Configurations” option from the menu.
- Add a New Section.
- Click the “Add Section” button to create a new section at the bottom.
- For each section, you can specify:
- The name of the section.
- Whether it is single or multi-select.
- If it is a required. Required sections enforce that at least one Product must be selected from that section when adding the package to an Opportunity or Quote.
- Click the “Add Section” button to create a new section at the bottom.
- Add Products to Sections.
- To add a Product to section, first locate the Product in the tree structure on the left side.
- Click the plus button. This will add the Product to the top section on the right side.
- Drag and drop the product into the appropriate section.
- Set Product Defaults and Pricing.
- For each product added to a section, you can set:
- Whether it is included in the package by default.
- The specific sales price for that component within the package. This can be different than the standard list price for the Product.
- The default quantity of the Product within the package.
- For each product added to a section, you can set:
- Save the Changes.
- Click “Save” or “Save & Finish” to commit your changes.
- Selecting “Previous” or “Cancel” will cause any unsaved changes to be lost.
Outcomes
Any changes made via the “Manage Configurations” page are automatically reflected in the “Product Manager” on Opportunities and Quotes.
Troubleshooting
Why can’t I see the Manage Configuration button on a Product?
There are two common reasons why the “Manage Configurations” button may not be visible on a Product record:
1. The action has not been added to the Lightning Record Page or the Page Layout.
2. A visibility filter has been applied to the action on the Lightning Record Page.
Recommendation:
First, confirm whether your org is using the Lightning Record Page or the Page Layout to control which actions are displayed. Once identified, ensure the “Manage Configurations” action has been added to the appropriate configuration.
If you are using Lightning Record Pages, also review any visibility filters applied to the action. Note we recommend applying filter, so the button only appears for package Products.
1. The action has not been added to the Lightning Record Page or the Page Layout.
2. A visibility filter has been applied to the action on the Lightning Record Page.
Recommendation:
First, confirm whether your org is using the Lightning Record Page or the Page Layout to control which actions are displayed. Once identified, ensure the “Manage Configurations” action has been added to the appropriate configuration.
If you are using Lightning Record Pages, also review any visibility filters applied to the action. Note we recommend applying filter, so the button only appears for package Products.
Why am I only seeing one currency?
Salesforce orgs can be configured to operate with either single or multiple currencies. If you only see one currency available on the “Manage Configurations” page, it is likely that multi-currency has not been enabled in your environment.
Recommendation:
Verify whether the “Activate Multiple Currencies” setting is enabled on the Company Information page within Setup.
Be aware that enabling multi-currency is a permanent change and cannot be reversed. It should only be activated after fully understanding the broader impact on your organisation’s data, processes, and reporting.
Recommendation:
Verify whether the “Activate Multiple Currencies” setting is enabled on the Company Information page within Setup.
Be aware that enabling multi-currency is a permanent change and cannot be reversed. It should only be activated after fully understanding the broader impact on your organisation’s data, processes, and reporting.
Why can I not see all Price Books and currencies in my environment?
The “Manage Configurations” page displays all Price Book Entry records associated with the package Product from which it was opened. If a Product does not have a Price Book Entry for a specific Price Book or currency, it will not appear in the list.
Recommendation:
To create a Price Book Entry and configuration for a new currency or Price Book, use the clone functionality copy the existing configuration.
Recommendation:
To create a Price Book Entry and configuration for a new currency or Price Book, use the clone functionality copy the existing configuration.
When I click the “Manage Configurations” button I see an “Invalid Product” warning message.
The “Manage Configurations” button is only supported for package Products created using the “New Package” action in the Products tab. Attempting to access the page from a non-package Product will result in an “Invalid Product” warning.
Recommendation:
Configure a visibility filter on the Lightning Record Page so the button is only displayed for relevant records. Specifically, set the filter to show the action only when the “Package Type” field is Group or Bundle.
Recommendation:
Configure a visibility filter on the Lightning Record Page so the button is only displayed for relevant records. Specifically, set the filter to show the action only when the “Package Type” field is Group or Bundle.
The Product I need is missing from the tree structure.
The tree structure displays all Products that have an active Price Book Entry for the Price Book and currency of the configuration being edited. If a Product does not appear, it is likely because it does not have a matching Price Book Entry for that combination.
Recommendation:
Confirm that the Product has a Price Book Entry for the required Price Book and currency. If one exists, ensure that the Price Book Entry is marked as active.
Recommendation:
Confirm that the Product has a Price Book Entry for the required Price Book and currency. If one exists, ensure that the Price Book Entry is marked as active.
Why are there blank configurations in Standard Price Book?
Salesforce requires that a Product must exist in the Standard Price Book in a given currency before it can be added to a custom Price Book in the same currency. When adding a configuration to a custom Price Book, the app automatically ensures this requirement is met by creating a corresponding Price Book Entry in the Standard Price Book if one does not already exist. However, the app does not create a configuration for the Standard Price Book.
Recommendation:
If the package should also be available in the Standard Price Book for that currency, use the clone functionality to copy an existing configuration to the Standard Price Book. Where possible, create configurations for the Standard Price Book first, before creating configurations in custom Price Books, to maintain consistency and reduce rework.
Recommendation:
If the package should also be available in the Standard Price Book for that currency, use the clone functionality to copy an existing configuration to the Standard Price Book. Where possible, create configurations for the Standard Price Book first, before creating configurations in custom Price Books, to maintain consistency and reduce rework.
Is the “Edit Package Configuration” button the same as the “Manage Configurations” button?
From version 1.36+ of the GSP Core Suite, the “Manage Configurations” button replaces the “Edit Package Configuration” button. This enhanced functionality allows users to create and manage configurations across multiple Price Books and currencies, whereas the legacy “Edit Package Configuration” button only supports a single Price Book and currency per package Product.
Recommendation:
Update all Product Page Layouts and Lightning Record Pages to replace the “Edit Package Configuration” button with “Manage Configurations”, ensuring users have access to the latest and more flexible configuration capabilities.
Recommendation:
Update all Product Page Layouts and Lightning Record Pages to replace the “Edit Package Configuration” button with “Manage Configurations”, ensuring users have access to the latest and more flexible configuration capabilities.
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