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:
- 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. - 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.
- 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.
- 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.