Product Option Setup Steps

To set up and use the Product Option feature, follow these steps:

1

Activate Product Options

Enable the Product Option feature in the builder. This feature is available only for standard objects such as Opportunity, Quote, and Order.

2

Configure Product Options

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

Configure Product Option Data

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.