Applikon Tech

RLM Product Configuration Flow: Unlocking Seamless Customization

Introduction:

In today’s competitive landscape, companies constantly strive to provide a seamless and customized product experience to meet their customers’ varied needs. Salesforce’s RLM Product Configuration Flow—often called the Product Configurator Flow—is a versatile tool that streamlines product customization, allowing businesses to present a tailored product configuration page that elevates the customer experience.

What is the Product Configuration Flow?

The Product Configuration Flow is a screen flow triggered when a user clicks “Configure” on a product in Salesforce. It defines the layout and elements of the configuration page, ensuring customers see only relevant information and options.

By default, this flow is called Custom_Product_Configurator, but businesses can clone and customize it to meet specific needs.

Key Features of the Product Configurator Flow:

  • Customizable Layout: The flow outlines the layout for presenting product information, ensuring that customers see only relevant details and options during the configuration process.
  • Out-of-the-Box Template: Salesforce provides a Default Product Configurator Flow, a template for businesses to clone and customize according to their needs.
  • Seamless Product Customization: The flow is designed to offer a simple, yet effective layout for defining attribute-level details, ensuring a smooth buying experience for customers.

Steps to Set Up a Custom Product Configuration Flow

To leverage the full potential of the RLM Product Configuration Flow, you’ll need to set up a custom configuration flow and assign the right product classifications. Here’s a quick overview of the setup process:

  1. Clone the Default Product Configurator Flow: Use the Default Product Configurator Flow as a starting point to design a tailored product configuration experience.
    Tip: The Default Product Configurator Flow offers a sample layout that helps you understand how to set up customizable product-related information in the user interface.
  2. Create and Assign Product Classifications: Product classifications ensure that the right configuration experience appears for each product. Here’s how to do it:
    • Open the App Launcher and select Product Configuration Flows.
    • Click on the product configuration flow where you want to assign product classifications.
    • In the Related tab, under Product Configuration Flow Assignment, click New and select the product classification you wish to assign.
    • Save your changes, and add additional classifications as needed.
  3. Preview the Product Configurator: Before finalizing, it’s essential to see how the product configurator will look and function for end users.
    • Depending on your preference, the configurator can utilize the default product configurator flow or a customized flow.
    • Previewing the configurator allows you to validate that it meets the customer’s requirements.
  4. Default vs. Assigned Flow: If a custom flow is not assigned, the product configurator defaults to the standard flow, ensuring that there’s always a consistent experience in place.
Default Product Configuration Flow:
Default Screen:
Cloned Flow: Here You can Customize 
You Can Assign this flow Directly To a particular product or to Product Classification

Conclusion:

The RLM Product Configuration Flow empowers businesses to provide a seamless, customizable product experience. By cloning the Default Product Configurator Flow, assigning classifications, and previewing the setup, you’ll be able to create a refined product configuration page that enhances the buying journey for customers.

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