Explanation (150–250 words)
In Salesforce Revenue Cloud, when product bundle behavior must change dynamically based on contextual data (e.g., Opportunity or Account fields), the correct approach is to use context-aware Constraint Models. Constraint Models can reference context attributes, such as the Industry field from the parent Opportunity, to dynamically control which product options are available or preselected during bundle configuration.
This approach ensures the configurator UI loads with the correct options and default selections without additional automation or UI components. The logic resides in the Constraint Model, which can define inclusion, exclusion, or recommendation rules that evaluate the context in real time.
Flows or configuration rules (like option B) don’t have direct access to Opportunity context within the configurator session; Constraint Models are specifically designed for contextual, attribute-driven logic.
Exact Extract from Salesforce CPQ Implementation Guide:
“Constraint Models can reference contextual data from related records such as Opportunity, Account, or Quote to drive dynamic product configuration behavior.”
[References:, Salesforce CPQ Implementation Guide — Constraint Models and Context Awareness, Salesforce Revenue Cloud Developer Guide — Contextual Attributes in Product Configuration, Salesforce CPQ Best Practices — Dynamic Bundling Based on Context Data, , , ]
