Product Option Setup Steps
To set up and use the Product Option feature, follow these steps:
1
Enable the Product Option feature in the builder. This feature is available only for standard objects such as Opportunity, Quote, and Order.
2
Complete the required settings in the builder. Specify which line item field will store product option information and set up filters to determine the criteria for retrieving product options.
3
After configuring the settings, prepare the data for product options. Use the Product Feature (SBLI__ProductFeature__c
) and Product Option (SBLI__ProductOption__c
) objects in SmallBuilder Line Items to define and organize the product option data.
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