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.

Last updated