Configure a Solar Energy Bundle with Salesforce CPQ

Role: Salesforce CPQ Administrator
Trailhead: Extra Mile: Configure a Solar Energy Bundle with Salesforce CPQ
Company: Ursa Major Solar
Industry: Renewable Energy

Project Type: Practice / Simulated Implementation
Tools: Salesforce CPQ

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🔍 Project Overview

Ursa Major Solar sells complex solar energy systems made up of multiple components such as panels, inverters, mounting kits, wiring, and battery backups. New sales reps often misconfigured quotes by missing required components or selecting incorrect quantities, leading to invalid quotes and rework.

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The goal of this project was to use Salesforce CPQ to build a fully configurable solar energy bundle that guides sales reps, captures customer-specific details, and prevents incorrect configurations using Product Rules, Features, and Attributes.

Unlike typical Trailhead modules, this project required applying CPQ knowledge independently based on business requirements.

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⚙️ Business Challenges

• Complex product structure with many dependent components

• Sales reps forgetting required products

• Incorrect quantity combinations (for example, fewer microinverters than solar panels)

• Need to capture technical configuration details during quoting

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🔧 Salesforce CPQ Solution Design

A bundle-driven Salesforce CPQ solution was designed to enforce correct configurations and simplify the sales process.

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🌟 Product & Bundle Configuration

Lead Product

• Solar Controller Hub configured as the main bundle product

Product Options

• Solar Panels with minimum quantity enforcement

• Multiple mounting kits with fixed quantities

• Inverter and Microinverter options

• Required wiring and safety components

• Optional battery backup and charge controller add-ons

Quantity and selection constraints ensured the system could not be misconfigured.

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🌟 Feature-Based Bundle Organization

Bundle options were organized using CPQ Features and Tabs:

• Solar Essentials

  • Panels

  • Inverters

  • Wiring

• Upsells

  • Battery Backup options

Feature rules enforced:

• At least one mounting kit selection

• Only one inverter type selected at a time

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⚙️ Configuration & Global Attributes

To support customer customization:

• Added a Global Attribute for system voltage (120V / 240V)

• Added Configuration Attributes for:

  • Hardware color

  • Measurement standard

Attribute values were mapped to existing custom fields on Order Products for downstream processing.

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🌟Product Rules Implementation

Validation Product Rule – Enforce Microinverter Quantity

• Compared solar panel quantity with microinverter quantity

• Blocked saving when microinverters were fewer than panels

• Displayed a clear error message only on Save

This ensured one microinverter per solar panel and prevented invalid system configurations.

 

🌟Testing & Validation

• Verified correct bundle behavior during configuration

• Tested feature selection and quantity enforcement

• Confirmed attribute values were captured correctly

• Validated that incorrect microinverter quantities were blocked

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✅ Results & Business Impact

• Sales reps can only create valid solar system configurations

• Required components and correct quantities are always enforced

• Faster quote creation with fewer errors

• Reduced rework and manual checks

• Scalable CPQ design that supports future product expansion

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📈 Conclusion

This project strengthened my understanding of  Salesforce CPQ configuration, including configurable bundles, features, attributes, and validation product rules. It helped me gain confidence in translating real business requirements into scalable CPQ solutions.

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